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 173 institutions that hold shares in the stock, with a total of 27.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Dell Group, LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
243,700
shares
|
$9.13 Million
2.09% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
236,697
shares
|
$8.87 Million
0.56% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
233,358
shares
|
$8.74 Million
0.46% of portfolio
|
Q2 2025
Added 112.56%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
229,428
shares
|
$8.59 Million
0.0% of portfolio
|
Q2 2025
Reduced 52.61%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,119
shares
|
$7.57 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
|
$7.53 Million
0.36% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
197,700
shares
|
$7.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
191,962
shares
|
$7.19 Million
0.16% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
185,524
shares
|
$6.95 Million
1.99% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
183,340
shares
|
$6.87 Million
1.02% of portfolio
|
Q2 2025
Reduced 11.39%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
177,693
shares
|
$6.66 Million
0.01% of portfolio
|
Q2 2025
Added 32.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
175,053
shares
|
$6.56 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.28%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
174,300
shares
|
$6.53 Million
0.23% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
168,346
shares
|
$6.31 Million
0.26% of portfolio
|
Q2 2025
Added 47.99%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
165,093
shares
|
$6.18 Million
0.43% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
165,093
shares
|
$6.18 Million
0.05% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
162,962
shares
|
$6.1 Million
1.71% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
162,735
shares
|
$6.1 Million
0.14% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
149,448
shares
|
$5.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.14%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
145,076
shares
|
$5.43 Million
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
132,419
shares
|
$4.96 Million
1.49% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
131,358
shares
|
$4.92 Million
0.19% of portfolio
|
Q3 2025
Added 22.57%
|
|
|
Financial Life Advisors
|
Jul 23, 2025 Q2 2025 |
127,507
shares
|
$4.78 Million
1.52% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
126,141
shares
|
$4.73 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
123,498
shares
|
$4.63 Million
0.01% of portfolio
|
Q2 2025
Added 0.49%
|