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 |
|---|---|---|---|---|---|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
25,523
shares
|
$976,509
0.6% of portfolio
|
Q3 2025
Added 29.31%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
25,506
shares
|
$975,859
0.0% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
25,361
shares
|
$970,311
0.27% of portfolio
|
Q3 2025
Added 15.78%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
24,520
shares
|
$938,135
0.01% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
22,690
shares
|
$868,119
0.0% of portfolio
|
Q3 2025
Reduced 90.98%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
22,393
shares
|
$856,756
0.0% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
21,152
shares
|
$809,275
0.02% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
20,822
shares
|
$796,649
0.07% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Nov 12, 2025 Q3 2025 |
20,340
shares
|
$778,208
0.1% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
19,915
shares
|
$761,947
0.01% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
19,222
shares
|
$735,433
1.04% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
17,514
shares
|
$670,085
0.0% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
17,482
shares
|
$668,861
0.09% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
17,175
shares
|
$657,115
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
17,033
shares
|
$651,682
0.02% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
16,738
shares
|
$640,395
0.0% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
15,905
shares
|
$608,525
0.01% of portfolio
|
Q3 2025
Reduced 29.07%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
15,518
shares
|
$593,718
0.04% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
15,371
shares
|
$588,094
0.07% of portfolio
|
Q3 2025
Added 14.14%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
15,045
shares
|
$575,621
0.15% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
14,800
shares
|
$566,248
0.03% of portfolio
|
Q1 2024
Added 13.31%
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
13,895
shares
|
$531,622
0.06% of portfolio
|
Q3 2025
Added 7.99%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
12,958
shares
|
$495,773
0.35% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
12,947
shares
|
$495,352
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
12,908
shares
|
$493,860
0.0% of portfolio
|
Q2 2025
Added 13.02%
|
|