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 |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
27,190
shares
|
$818,147
0.04% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
24,248
shares
|
$729,622
0.01% of portfolio
|
Q4 2024
Reduced 53.84%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
23,715
shares
|
$713,584
0.0% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
23,417
shares
|
$704,617
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
23,294
shares
|
$700,916
0.49% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
22,393
shares
|
$673,805
0.0% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Mar 18, 2025 Q4 2024 |
22,166
shares
|
$666,974
0.65% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
21,904
shares
|
$659,091
0.27% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
20,257
shares
|
$609,533
0.02% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
19,029
shares
|
$572,582
0.43% of portfolio
|
Q4 2024
Added 9.72%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
18,896
shares
|
$568,580
1.0% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
18,576
shares
|
$558,951
0.06% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
17,765
shares
|
$534,548
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Feb 07, 2025 Q4 2024 |
17,747
shares
|
$534,007
0.08% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
17,514
shares
|
$526,996
0.0% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
17,175
shares
|
$516,795
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
17,053
shares
|
$513,124
0.07% of portfolio
|
Q4 2024
Added 21.2%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
17,017
shares
|
$512,041
0.17% of portfolio
|
Q4 2024
Reduced 31.37%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
16,722
shares
|
$503,164
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
16,654
shares
|
$501,118
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
15,959
shares
|
$480,206
0.04% of portfolio
|
Q3 2024
Added 21.82%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
15,265
shares
|
$459,323
0.01% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
14,800
shares
|
$445,332
0.03% of portfolio
|
Q1 2024
Added 13.31%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
14,275
shares
|
$429,534
0.05% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
13,128
shares
|
$395,021
0.02% of portfolio
|
Q4 2024
New holding
|