Institutional Ownership Columbia ETF Tr Ii (XCEM)
This table provides information about the institutional ownership of Columbia ETF Tr Ii (XCEM). We have compiled data on the 160 institutions that hold shares in the stock, with a total of 29.9 Million shares, which have been reported (via 13F filing form) to have a value of $899 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
10,923
shares
|
$328,345
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,651
shares
|
$320,169
0.0% of portfolio
|
Q3 2024
Reduced 11.29%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
10,533
shares
|
$316,621
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
9,906
shares
|
$297,774
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
9,439
shares
|
$283,736
0.02% of portfolio
|
Q3 2024
Reduced 95.09%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jan 29, 2025 Q4 2024 |
8,041
shares
|
$241,712
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
7,610
shares
|
$228,756
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
7,600
shares
|
$228,456
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
7,430
shares
|
$223,345
0.01% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
7,168
shares
|
$215,470
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
7,138
shares
|
$214,568
0.0% of portfolio
|
Q4 2024
Added 46.81%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
7,115
shares
|
$213,876
0.07% of portfolio
|
Q2 2024
Reduced 3.29%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
6,414
shares
|
$192,804
0.01% of portfolio
|
Q4 2024
Added 25.27%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
6,241
shares
|
$187,604
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
4,575
shares
|
$137,524
0.01% of portfolio
|
Q2 2024
Added 1.67%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,153
shares
|
$124,839
0.0% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
2,221
shares
|
$66,763
0.01% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
2,095
shares
|
$62,975
0.01% of portfolio
|
Q4 2023
Reduced 28.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,852
shares
|
$55,671
0.0% of portfolio
|
Q3 2021
Reduced 33.37%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
1,413
shares
|
$42,474
0.12% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,264
shares
|
$37,995
0.0% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,207
shares
|
$36,282
0.0% of portfolio
|
Q4 2024
Reduced 46.12%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
950
shares
|
$28,557
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
933
shares
|
$28,045
0.01% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
855
shares
|
$25,701
0.01% of portfolio
|
Q2 2024
Reduced 32.2%
|