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 145 institutions that hold shares in the stock, with a total of 27.4 Million shares, which have been reported (via 13F filing form) to have a value of $878 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
4,389,096
shares
|
$141 Million
0.01% of portfolio
|
Q1 2024
Added 35.52%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
3,522,802
shares
|
$113 Million
0.01% of portfolio
|
Q2 2024
Added 27.91%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,015,477
shares
|
$32.6 Million
0.02% of portfolio
|
Q2 2024
Added 25.63%
|
|
Marotta Asset Management
|
Jul 17, 2024 Q2 2024 |
783,934
shares
|
$25.1 Million
5.17% of portfolio
|
Q2 2024
Added 41.53%
|
|
Prism Advisors, Inc.
|
Jul 10, 2024 Q2 2024 |
765,407
shares
|
$24.5 Million
7.45% of portfolio
|
Q2 2024
Added 1.89%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
698,330
shares
|
$22.4 Million
0.0% of portfolio
|
Q2 2024
Added 111.62%
|
|
Richard P Slaughter Associates Inc
|
Jul 10, 2024 Q2 2024 |
645,806
shares
|
$20.7 Million
5.48% of portfolio
|
Q2 2024
Added 2.98%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
622,848
shares
|
$20 Million
0.03% of portfolio
|
Q2 2024
Added 8.78%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
602,375
shares
|
$19.3 Million
0.0% of portfolio
|
Q2 2024
Added 5.92%
|
|
Hennion & Walsh Asset Management, Inc.
|
Jul 19, 2024 Q2 2024 |
575,619
shares
|
$18.5 Million
0.97% of portfolio
|
Q2 2024
New holding
|
|
Alps Advisors Inc
Denver, CO |
Aug 13, 2024 Q2 2024 |
571,735
shares
|
$18.3 Million
0.13% of portfolio
|
Q2 2024
Added 1.0%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
548,032
shares
|
$17.6 Million
0.02% of portfolio
|
Q2 2024
Added 17.78%
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 13, 2024 Q2 2024 |
546,304
shares
|
$17.5 Million
0.33% of portfolio
|
Q2 2024
Added 262.38%
|
|
Ma Private Wealth
|
Aug 05, 2024 Q2 2024 |
511,659
shares
|
$16.4 Million
3.23% of portfolio
|
Q2 2024
Added 6.58%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
503,705
shares
|
$16.1 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.88%
|
|
Flaharty Asset Management, LLC
|
Aug 01, 2024 Q2 2024 |
501,681
shares
|
$16.1 Million
2.47% of portfolio
|
Q2 2024
Added 1.64%
|
|
Eastern Bank
|
Jul 23, 2024 Q2 2024 |
460,009
shares
|
$14.7 Million
0.61% of portfolio
|
Q2 2024
Added 1.06%
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
450,695
shares
|
$14.4 Million
3.03% of portfolio
|
Q2 2024
New holding
|
|
First Foundation Advisors
Irvine, CA |
Aug 06, 2024 Q2 2024 |
382,813
shares
|
$12.3 Million
0.48% of portfolio
|
Q2 2024
Added 11.96%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
340,107
shares
|
$10.9 Million
0.02% of portfolio
|
Q2 2024
Added 31.79%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
308,129
shares
|
$9.88 Million
0.04% of portfolio
|
Q2 2024
Added 7.33%
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
290,220
shares
|
$9.3 Million
0.23% of portfolio
|
Q2 2024
Added 0.27%
|
|
Planning Alternatives LTD
|
Jul 25, 2024 Q2 2024 |
271,452
shares
|
$8.7 Million
1.4% of portfolio
|
Q2 2024
Added 1.65%
|
|
O'Dell Group, LLC
Cincinnati, OH |
Aug 15, 2024 Q2 2024 |
242,515
shares
|
$7.78 Million
2.02% of portfolio
|
Q1 2024
Added 1079.55%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
223,660
shares
|
$7.17 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.06%
|