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 153 institutions that hold shares in the stock, with a total of 30.1 Million shares, which have been reported (via 13F filing form) to have a value of $898 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,164,089
shares
|
$124 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,758,341
shares
|
$112 Million
0.01% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,418,184
shares
|
$42.4 Million
0.02% of portfolio
|
Q3 2024
Added 39.66%
|
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
868,104
shares
|
$25.9 Million
5.58% of portfolio
|
Q3 2024
Added 10.74%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
769,377
shares
|
$23 Million
4.71% of portfolio
|
Q3 2024
Added 50.37%
|
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
761,632
shares
|
$22.7 Million
7.17% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
733,647
shares
|
$21.9 Million
0.01% of portfolio
|
Q3 2024
Added 442.9%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
669,037
shares
|
$20 Million
6.35% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
656,073
shares
|
$19.6 Million
4.43% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
609,110
shares
|
$18.2 Million
0.02% of portfolio
|
Q3 2024
Added 11.14%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
607,726
shares
|
$18.2 Million
0.0% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
605,800
shares
|
$18.1 Million
0.03% of portfolio
|
Q3 2024
Added 20.27%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
584,221
shares
|
$17.5 Million
0.93% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
570,675
shares
|
$17 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
546,304
shares
|
$16.3 Million
0.3% of portfolio
|
Q2 2024
Added 262.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
543,012
shares
|
$16.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.82%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
493,700
shares
|
$14.7 Million
2.37% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
463,473
shares
|
$13.8 Million
0.28% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
460,512
shares
|
$13.8 Million
0.58% of portfolio
|
Q3 2024
Added 20.3%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
450,695
shares
|
$13.5 Million
3.03% of portfolio
|
Q2 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
419,546
shares
|
$12.5 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
342,187
shares
|
$10.2 Million
0.02% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
315,902
shares
|
$9.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 54.76%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
293,136
shares
|
$8.76 Million
0.23% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
274,096
shares
|
$8.19 Million
1.37% of portfolio
|
Q3 2024
Added 0.97%
|