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 168 institutions that hold shares in the stock, with a total of 30.7 Million shares, which have been reported (via 13F filing form) to have a value of $924 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
307,442
shares
|
$9.25 Million
0.23% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Planning Alternatives LTD
|
Feb 06, 2025 Q4 2024 |
286,673
shares
|
$8.63 Million
1.31% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
250,868
shares
|
$7.55 Million
1.73% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
231,311
shares
|
$6.96 Million
0.87% of portfolio
|
Q4 2024
Added 35.86%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
213,663
shares
|
$6.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Buttonwood Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
213,590
shares
|
$6.43 Million
3.69% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
205,344
shares
|
$6.18 Million
2.37% of portfolio
|
Q4 2024
Added 18.22%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
205,207
shares
|
$6.17 Million
1.21% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,119
shares
|
$6.08 Million
0.0% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
200,985
shares
|
$6.05 Million
0.36% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
195,657
shares
|
$5.89 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
187,252
shares
|
$5.63 Million
2.51% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
187,175
shares
|
$5.63 Million
0.03% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
173,968
shares
|
$5.23 Million
1.09% of portfolio
|
Q4 2024
Added 12.68%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
171,366
shares
|
$5.16 Million
0.01% of portfolio
|
Q4 2024
Added 23.86%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
169,699
shares
|
$5.11 Million
0.06% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
169,699
shares
|
$5.11 Million
0.43% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
164,278
shares
|
$4.94 Million
3.31% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
157,736
shares
|
$4.75 Million
1.03% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
153,312
shares
|
$4.61 Million
0.14% of portfolio
|
Q4 2024
Reduced 71.94%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
151,944
shares
|
$4.57 Million
1.56% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
151,197
shares
|
$4.55 Million
0.28% of portfolio
|
Q4 2024
Added 13.85%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
147,080
shares
|
$4.43 Million
0.73% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
145,191
shares
|
$4.37 Million
0.04% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
144,246
shares
|
$4.34 Million
1.68% of portfolio
|
Q4 2024
Added 10.08%
|