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 180 institutions that hold shares in the stock, with a total of 28.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,049,335
shares
|
$117 Million
0.01% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,861,951
shares
|
$109 Million
0.01% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,629,287
shares
|
$62.3 Million
0.04% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
1,421,095
shares
|
$54.4 Million
0.67% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
961,176
shares
|
$36.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Marotta Asset Management
|
Oct 16, 2025 Q3 2025 |
885,909
shares
|
$33.9 Million
6.1% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
875,559
shares
|
$33.5 Million
0.01% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
799,108
shares
|
$30.6 Million
3.99% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 22, 2025 Q3 2025 |
742,857
shares
|
$28.4 Million
4.1% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
742,036
shares
|
$28.4 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
723,252
shares
|
$27.7 Million
0.03% of portfolio
|
Q3 2025
Added 26.58%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
666,899
shares
|
$25.5 Million
0.94% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
574,670
shares
|
$22 Million
3.64% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
543,012
shares
|
$20.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.82%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
528,495
shares
|
$20.2 Million
5.65% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
450,695
shares
|
$17.2 Million
3.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
439,573
shares
|
$16.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
432,949
shares
|
$16.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
410,990
shares
|
$15.7 Million
0.08% of portfolio
|
Q2 2025
Reduced 32.74%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
406,326
shares
|
$15.5 Million
0.61% of portfolio
|
Q2 2025
Reduced 27.39%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
344,929
shares
|
$13.2 Million
0.67% of portfolio
|
Q3 2025
Reduced 23.62%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
329,456
shares
|
$12.6 Million
1.56% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
306,032
shares
|
$11.7 Million
0.0% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
296,548
shares
|
$11.3 Million
0.23% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
293,899
shares
|
$11.2 Million
0.51% of portfolio
|
Q3 2025
Added 24.17%
|
|