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 |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
143,787
shares
|
$4.33 Million
0.13% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
137,736
shares
|
$4.14 Million
0.12% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
135,035
shares
|
$4.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
124,996
shares
|
$3.76 Million
0.45% of portfolio
|
Q4 2024
Added 33.26%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
116,127
shares
|
$3.49 Million
0.06% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
115,035
shares
|
$3.46 Million
1.51% of portfolio
|
Q4 2024
Added 41.56%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
115,035
shares
|
$3.46 Million
0.01% of portfolio
|
Q4 2024
Added 36.83%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
114,639
shares
|
$3.45 Million
0.0% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
109,765
shares
|
$3.3 Million
1.49% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
102,363
shares
|
$3.08 Million
0.22% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
98,048
shares
|
$2.95 Million
0.11% of portfolio
|
Q4 2024
Reduced 16.55%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
97,514
shares
|
$2.93 Million
1.93% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
97,143
shares
|
$2.92 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.35%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
95,879
shares
|
$2.88 Million
0.09% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
95,721
shares
|
$2.88 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
95,583
shares
|
$2.88 Million
0.13% of portfolio
|
Q4 2024
Added 48.11%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
95,525
shares
|
$2.87 Million
1.38% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
95,437
shares
|
$2.87 Million
0.69% of portfolio
|
Q4 2024
Reduced 39.89%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
93,542
shares
|
$2.81 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
90,807
shares
|
$2.73 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
88,682
shares
|
$2.67 Million
1.87% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
88,200
shares
|
$2.65 Million
0.62% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
86,424
shares
|
$2.6 Million
0.08% of portfolio
|
Q4 2023
Added 745.47%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
82,204
shares
|
$2.47 Million
0.1% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
81,464
shares
|
$2.45 Million
0.05% of portfolio
|
Q4 2024
New holding
|