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 184 institutions that hold shares in the stock, with a total of 28.8 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 |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
250,973
shares
|
$9.6 Million
0.0% of portfolio
|
Q3 2025
Added 3662.71%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
250,404
shares
|
$9.58 Million
1.97% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
230,443
shares
|
$8.82 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Capital Performance Advisors LLP
|
Jan 27, 2026 Q4 2025 |
205,605
shares
|
$7.87 Million
2.59% of portfolio
|
Q4 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,119
shares
|
$7.73 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
|
$7.69 Million
0.36% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
195,784
shares
|
$7.49 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
195,534
shares
|
$7.48 Million
0.16% of portfolio
|
Q4 2025
Reduced 2.05%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 12, 2026 Q4 2025 |
188,186
shares
|
$7.2 Million
2.1% of portfolio
|
Q4 2025
Added 1.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
180,878
shares
|
$6.92 Million
0.01% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
179,537
shares
|
$6.87 Million
0.01% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
176,299
shares
|
$6.75 Million
0.22% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
170,086
shares
|
$6.51 Million
0.27% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
169,312
shares
|
$6.48 Million
0.91% of portfolio
|
Q4 2025
Reduced 1.19%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
169,130
shares
|
$6.47 Million
0.42% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
169,130
shares
|
$6.47 Million
0.05% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Highland Financial Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
166,813
shares
|
$6.38 Million
1.81% of portfolio
|
Q4 2025
Added 2.36%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
160,111
shares
|
$6.13 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
155,545
shares
|
$5.95 Million
0.03% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
150,340
shares
|
$5.75 Million
0.66% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
147,643
shares
|
$5.65 Million
0.2% of portfolio
|
Q3 2025
Reduced 40.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
142,314
shares
|
$5.44 Million
0.01% of portfolio
|
Q3 2025
Added 15.24%
|
|
|
Krilogy Financial LLC
|
Jan 27, 2026 Q4 2025 |
134,463
shares
|
$5.14 Million
0.19% of portfolio
|
Q4 2025
Added 1.29%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
131,358
shares
|
$5.03 Million
0.19% of portfolio
|
Q3 2025
Added 22.57%
|
|
|
D.A. Davidson & Co.
|
Jan 29, 2026 Q4 2025 |
126,146
shares
|
$4.83 Million
0.03% of portfolio
|
Q4 2025
Added 0.0%
|
|