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 169 institutions that hold shares in the stock, with a total of 30.3 Million shares, which have been reported (via 13F filing form) to have a value of $877 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Planning Alternatives LTD
|
Feb 06, 2025 Q4 2024 |
286,673
shares
|
$8.3 Million
1.31% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
272,694
shares
|
$7.9 Million
1.03% of portfolio
|
Q1 2025
Added 17.89%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
250,868
shares
|
$7.27 Million
1.73% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
213,663
shares
|
$6.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
206,899
shares
|
$5.99 Million
1.09% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,119
shares
|
$5.86 Million
0.0% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
200,985
shares
|
$5.82 Million
0.36% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
195,657
shares
|
$5.67 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
187,175
shares
|
$5.42 Million
0.03% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
186,499
shares
|
$5.4 Million
0.16% of portfolio
|
Q1 2025
Added 35.4%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
181,597
shares
|
$5.26 Million
1.69% of portfolio
|
Q1 2025
Reduced 71.3%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
176,193
shares
|
$5.1 Million
1.12% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
171,366
shares
|
$4.96 Million
0.01% of portfolio
|
Q4 2024
Added 23.86%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
169,699
shares
|
$4.92 Million
0.06% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
169,699
shares
|
$4.92 Million
0.43% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Buttonwood Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
166,458
shares
|
$4.82 Million
2.87% of portfolio
|
Q1 2025
Reduced 22.07%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
164,278
shares
|
$4.76 Million
3.31% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
161,061
shares
|
$4.67 Million
1.72% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
157,736
shares
|
$4.57 Million
1.03% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
157,360
shares
|
$4.56 Million
1.86% of portfolio
|
Q1 2025
Reduced 23.37%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
153,312
shares
|
$4.44 Million
0.14% of portfolio
|
Q4 2024
Reduced 71.94%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
147,080
shares
|
$4.26 Million
0.73% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
145,191
shares
|
$4.21 Million
0.04% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
144,246
shares
|
$4.18 Million
1.68% of portfolio
|
Q4 2024
Added 10.08%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
143,787
shares
|
$4.17 Million
0.13% of portfolio
|
Q4 2024
Added 8.73%
|