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 |
|---|---|---|---|---|---|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
120,366
shares
|
$4.61 Million
1.36% of portfolio
|
Q3 2025
Reduced 9.1%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
106,783
shares
|
$4.09 Million
0.01% of portfolio
|
Q3 2025
Added 968.58%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
105,654
shares
|
$4.04 Million
1.63% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Financial Life Advisors
|
Nov 03, 2025 Q3 2025 |
103,191
shares
|
$3.95 Million
1.23% of portfolio
|
Q3 2025
Reduced 19.07%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
102,624
shares
|
$3.93 Million
0.72% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
99,601
shares
|
$3.81 Million
2.1% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
98,807
shares
|
$3.78 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
93,820
shares
|
$3.59 Million
0.72% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
93,756
shares
|
$3.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
90,199
shares
|
$3.45 Million
0.0% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
89,005
shares
|
$3.41 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
86,424
shares
|
$3.31 Million
0.08% of portfolio
|
Q4 2023
Added 745.47%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
85,016
shares
|
$3.25 Million
0.01% of portfolio
|
Q3 2025
Added 28.19%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Oct 10, 2025 Q3 2025 |
84,105
shares
|
$3.22 Million
2.51% of portfolio
|
Q3 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
79,796
shares
|
$3.05 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
77,326
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2025
Added 40.32%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
77,088
shares
|
$2.95 Million
0.01% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
71,656
shares
|
$2.74 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
70,986
shares
|
$2.72 Million
0.81% of portfolio
|
Q3 2025
Reduced 11.66%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
63,766
shares
|
$2.44 Million
0.08% of portfolio
|
Q3 2025
Reduced 19.51%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
58,135
shares
|
$2.22 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
57,475
shares
|
$2.2 Million
0.3% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Wealth Care Investment Partners, LLC
|
Nov 07, 2025 Q3 2025 |
54,577
shares
|
$2.09 Million
0.69% of portfolio
|
Q3 2025
Reduced 17.6%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
Oct 10, 2025 Q3 2025 |
53,030
shares
|
$2.03 Million
0.66% of portfolio
|
Q3 2025
Added 11.54%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
50,942
shares
|
$1.95 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.22%
|
|