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 147 institutions that hold shares in the stock, with a total of 28.6 Million shares, which have been reported (via 13F filing form) to have a value of $908 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
223,660
shares
|
$7.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.06%
|
|
|
Buttonwood Financial Group, LLC
|
Oct 15, 2024 Q3 2024 |
203,633
shares
|
$6.46 Million
4.06% of portfolio
|
Q3 2024
Added 17.59%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,119
shares
|
$6.42 Million
0.0% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
199,751
shares
|
$6.34 Million
1.31% of portfolio
|
Q3 2024
Added 7.68%
|
|
|
Systelligence, LLC
|
Jul 25, 2024 Q2 2024 |
195,046
shares
|
$6.19 Million
1.77% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
193,898
shares
|
$6.15 Million
0.41% of portfolio
|
Q2 2024
Reduced 3.36%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 08, 2024 Q2 2024 |
192,053
shares
|
$6.1 Million
0.48% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
191,182
shares
|
$6.07 Million
0.01% of portfolio
|
Q2 2024
Added 1.04%
|
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
178,773
shares
|
$5.67 Million
2.61% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
173,940
shares
|
$5.52 Million
0.04% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
173,702
shares
|
$5.51 Million
2.26% of portfolio
|
Q3 2024
Added 38.53%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
170,251
shares
|
$5.4 Million
0.69% of portfolio
|
Q3 2024
Added 18.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
169,819
shares
|
$5.39 Million
0.0% of portfolio
|
Q2 2024
Added 27.46%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
169,813
shares
|
$5.39 Million
3.66% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
160,682
shares
|
$5.1 Million
0.68% of portfolio
|
Q2 2024
Added 3.73%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
160,682
shares
|
$5.1 Million
0.1% of portfolio
|
Q2 2024
Added 3.73%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
158,772
shares
|
$5.04 Million
1.3% of portfolio
|
Q3 2024
Reduced 20.91%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
154,391
shares
|
$4.9 Million
1.08% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
142,300
shares
|
$4.52 Million
1.65% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 09, 2024 Q2 2024 |
135,904
shares
|
$4.31 Million
0.82% of portfolio
|
Q2 2024
Added 4.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
135,824
shares
|
$4.31 Million
0.01% of portfolio
|
Q2 2024
Added 1.4%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
135,135
shares
|
$4.29 Million
0.0% of portfolio
|
Q2 2024
Added 75.7%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
132,808
shares
|
$4.22 Million
0.27% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
132,238
shares
|
$4.2 Million
0.13% of portfolio
|
Q3 2024
Added 11.32%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2024 Q2 2024 |
131,873
shares
|
$4.19 Million
1.09% of portfolio
|
Q2 2024
Added 1.36%
|