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 147 institutions that hold shares in the stock, with a total of 28.6 Million shares, which have been reported (via 13F filing form) to have a value of $923 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
4,389,096
shares
|
$142 Million
0.01% of portfolio
|
Q2 2024
Added 6.6%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
3,522,802
shares
|
$114 Million
0.01% of portfolio
|
Q2 2024
Added 27.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,015,477
shares
|
$32.8 Million
0.02% of portfolio
|
Q2 2024
Added 25.63%
|
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
868,104
shares
|
$28 Million
5.58% of portfolio
|
Q3 2024
Added 10.74%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
769,377
shares
|
$24.8 Million
4.71% of portfolio
|
Q3 2024
Added 50.37%
|
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
761,632
shares
|
$24.6 Million
7.17% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
698,330
shares
|
$22.5 Million
0.0% of portfolio
|
Q2 2024
Added 111.62%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
669,037
shares
|
$21.6 Million
6.35% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
656,073
shares
|
$21.2 Million
4.43% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
605,800
shares
|
$19.5 Million
0.03% of portfolio
|
Q3 2024
Added 20.27%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
602,375
shares
|
$19.4 Million
0.0% of portfolio
|
Q2 2024
Added 5.92%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
584,221
shares
|
$18.8 Million
0.93% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 13, 2024 Q2 2024 |
571,735
shares
|
$18.4 Million
0.13% of portfolio
|
Q2 2024
Added 1.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
548,032
shares
|
$17.7 Million
0.02% of portfolio
|
Q2 2024
Added 17.78%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 13, 2024 Q2 2024 |
546,304
shares
|
$17.6 Million
0.33% of portfolio
|
Q2 2024
Added 262.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
543,012
shares
|
$17.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.82%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
493,700
shares
|
$15.9 Million
2.37% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
463,473
shares
|
$15 Million
0.28% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
450,695
shares
|
$14.5 Million
3.03% of portfolio
|
Q2 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 06, 2024 Q2 2024 |
382,813
shares
|
$12.3 Million
0.48% of portfolio
|
Q2 2024
Added 11.96%
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
340,107
shares
|
$11 Million
0.02% of portfolio
|
Q2 2024
Added 31.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
308,129
shares
|
$9.94 Million
0.04% of portfolio
|
Q2 2024
Added 7.33%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
293,136
shares
|
$9.46 Million
0.23% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Planning Alternatives LTD
|
Jul 25, 2024 Q2 2024 |
271,452
shares
|
$8.76 Million
1.4% of portfolio
|
Q2 2024
Added 1.65%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Aug 15, 2024 Q2 2024 |
242,515
shares
|
$7.82 Million
2.02% of portfolio
|
Q1 2024
Added 1079.55%
|