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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
50,548
shares
|
$1.93 Million
0.01% of portfolio
|
Q4 2024
Reduced 38.43%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
48,589
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.9%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
45,216
shares
|
$1.73 Million
0.07% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
45,216
shares
|
$1.73 Million
0.26% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
44,994
shares
|
$1.72 Million
0.01% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
43,982
shares
|
$1.68 Million
0.06% of portfolio
|
Q3 2025
Added 17.12%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
43,748
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2025
Reduced 20.08%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
42,175
shares
|
$1.61 Million
1.71% of portfolio
|
Q3 2025
Reduced 17.54%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Oct 28, 2025 Q3 2025 |
40,997
shares
|
$1.57 Million
0.79% of portfolio
|
Q3 2025
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
39,424
shares
|
$1.51 Million
0.3% of portfolio
|
Q2 2025
Added 11.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
35,593
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Added 259.38%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
34,678
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Added 78.72%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
34,678
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
33,730
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
33,335
shares
|
$1.28 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
33,174
shares
|
$1.27 Million
0.64% of portfolio
|
Q4 2023
Reduced 10.7%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
30,975
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
30,812
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.03%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
30,212
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
29,374
shares
|
$1.12 Million
0.52% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
29,064
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
Reduced 59.31%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
27,706
shares
|
$1.06 Million
0.18% of portfolio
|
Q3 2025
Reduced 16.32%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
27,063
shares
|
$1.04 Million
0.11% of portfolio
|
Q3 2025
Reduced 13.47%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
26,475
shares
|
$1.01 Million
0.11% of portfolio
|
Q3 2025
Added 30.46%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
26,378
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Added 2.7%
|
|