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 |
|---|---|---|---|---|---|
|
Arq Wealth Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
128,870
shares
|
$4.09 Million
1.84% of portfolio
|
Q2 2024
Added 3.81%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
123,189
shares
|
$3.91 Million
0.13% of portfolio
|
Q2 2024
Added 7.15%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
117,759
shares
|
$3.74 Million
1.05% of portfolio
|
Q3 2024
Added 39.09%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
117,494
shares
|
$3.73 Million
0.14% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
115,988
shares
|
$3.68 Million
1.72% of portfolio
|
Q3 2024
Added 24.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
111,981
shares
|
$3.55 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
107,701
shares
|
$3.42 Million
0.08% of portfolio
|
Q3 2024
Reduced 10.32%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
103,261
shares
|
$3.28 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
102,823
shares
|
$3.26 Million
0.01% of portfolio
|
Q2 2024
Added 100.6%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
101,535
shares
|
$3.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.88%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
94,804
shares
|
$3.01 Million
0.16% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Oct 21, 2024 Q3 2024 |
94,788
shares
|
$3.01 Million
2.04% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
94,451
shares
|
$3 Million
0.23% of portfolio
|
Q3 2024
Added 14.41%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
90,877
shares
|
$2.88 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
90,807
shares
|
$2.88 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
89,313
shares
|
$2.83 Million
1.51% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
86,424
shares
|
$2.74 Million
0.08% of portfolio
|
Q4 2023
Added 745.47%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
84,185
shares
|
$2.67 Million
1.96% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
84,185
shares
|
$2.67 Million
1.96% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
84,071
shares
|
$2.67 Million
0.01% of portfolio
|
Q3 2024
Added 32.05%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
83,552
shares
|
$2.65 Million
0.61% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
81,262
shares
|
$2.58 Million
0.99% of portfolio
|
Q3 2024
Added 27.39%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
78,708
shares
|
$2.5 Million
0.11% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
78,029
shares
|
$2.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.11%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Jul 23, 2024 Q2 2024 |
76,344
shares
|
$2.42 Million
0.96% of portfolio
|
Q2 2024
New holding
|