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 |
|---|---|---|---|---|---|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
123,229
shares
|
$4.62 Million
0.27% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
116,885
shares
|
$4.38 Million
1.22% of portfolio
|
Q2 2025
Added 586.87%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
105,654
shares
|
$3.96 Million
1.63% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
99,846
shares
|
$3.74 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
99,601
shares
|
$3.73 Million
2.1% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
98,857
shares
|
$3.7 Million
0.7% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
95,127
shares
|
$3.56 Million
0.0% of portfolio
|
Q2 2025
Added 172.95%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
90,514
shares
|
$3.39 Million
0.75% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
89,987
shares
|
$3.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
89,005
shares
|
$3.33 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
86,424
shares
|
$3.24 Million
0.08% of portfolio
|
Q4 2023
Added 745.47%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Oct 10, 2025 Q3 2025 |
84,105
shares
|
$3.15 Million
2.51% of portfolio
|
Q3 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
80,028
shares
|
$3 Million
0.05% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
79,226
shares
|
$2.97 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
76,118
shares
|
$2.85 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
71,656
shares
|
$2.68 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
70,986
shares
|
$2.66 Million
0.81% of portfolio
|
Q3 2025
Reduced 11.66%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
66,318
shares
|
$2.48 Million
0.01% of portfolio
|
Q2 2025
Added 22.31%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
66,231
shares
|
$2.48 Million
0.87% of portfolio
|
Q2 2025
Reduced 26.63%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
58,138
shares
|
$2.18 Million
0.25% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
55,478
shares
|
$2.08 Million
0.35% of portfolio
|
Q2 2025
Added 19.14%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
55,107
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2025
Added 23.7%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
54,742
shares
|
$2.05 Million
0.01% of portfolio
|
Q2 2025
Added 39.95%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
53,748
shares
|
$2.01 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.03%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
Oct 10, 2025 Q3 2025 |
53,030
shares
|
$1.99 Million
0.66% of portfolio
|
Q3 2025
Added 11.54%
|