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 |
|---|---|---|---|---|---|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
10,703
shares
|
$409,496
0.01% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
10,322
shares
|
$394,919
0.08% of portfolio
|
Q3 2025
Added 29.89%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
9,861
shares
|
$377,281
0.02% of portfolio
|
Q3 2025
Added 160.67%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Nov 06, 2025 Q3 2025 |
9,668
shares
|
$369,897
0.06% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,931
shares
|
$341,700
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
8,586
shares
|
$328,500
0.02% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
8,523
shares
|
$326,089
0.0% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
One Advisory Partners, LLC
|
Nov 05, 2025 Q3 2025 |
8,506
shares
|
$325,439
0.11% of portfolio
|
Q3 2025
Reduced 21.55%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
8,278
shares
|
$316,716
0.04% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
7,999
shares
|
$306,041
0.17% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
7,610
shares
|
$291,158
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,591
shares
|
$290,431
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
7,426
shares
|
$284,118
0.01% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
6,875
shares
|
$263,037
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Oct 29, 2025 Q3 2025 |
6,601
shares
|
$252,554
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,501
shares
|
$248,728
0.01% of portfolio
|
Q3 2025
Reduced 59.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
6,483
shares
|
$248,039
0.0% of portfolio
|
Q3 2025
Reduced 25.61%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,475
shares
|
$247,733
0.01% of portfolio
|
Q2 2025
Added 16.14%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
6,414
shares
|
$245,399
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
6,124
shares
|
$234,304
0.0% of portfolio
|
Q3 2025
Reduced 17.44%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
6,022
shares
|
$230,401
0.03% of portfolio
|
Q3 2025
Reduced 12.02%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
5,906
shares
|
$225,963
0.11% of portfolio
|
Q3 2025
Reduced 27.46%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
5,808
shares
|
$222,214
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
5,136
shares
|
$196,503
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
4,683
shares
|
$179,171
0.11% of portfolio
|
Q3 2025
New holding
|
|