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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
74,356
shares
|
$2.36 Million
0.01% of portfolio
|
Q2 2024
Added 7.89%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
71,656
shares
|
$2.27 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 14, 2024 Q2 2024 |
66,245
shares
|
$2.1 Million
0.38% of portfolio
|
Q2 2024
New holding
|
|
|
Coastline Trust CO
|
Jul 15, 2024 Q2 2024 |
65,415
shares
|
$2.08 Million
0.25% of portfolio
|
Q2 2024
Added 5.99%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
64,537
shares
|
$2.05 Million
0.11% of portfolio
|
Q3 2024
Added 20.78%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
52,534
shares
|
$1.67 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
46,005
shares
|
$1.46 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
45,268
shares
|
$1.44 Million
0.74% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
44,263
shares
|
$1.4 Million
0.04% of portfolio
|
Q2 2024
Added 16.17%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
40,986
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2024
Added 73.88%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
40,549
shares
|
$1.29 Million
0.74% of portfolio
|
Q3 2024
Reduced 68.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
36,669
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2024
Added 9.62%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Oct 10, 2024 Q3 2024 |
36,626
shares
|
$1.16 Million
0.85% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
33,681
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
33,174
shares
|
$1.05 Million
0.64% of portfolio
|
Q4 2023
Reduced 10.7%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
32,200
shares
|
$1.02 Million
0.11% of portfolio
|
Q1 2024
Added 0.71%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
30,129
shares
|
$956,294
0.23% of portfolio
|
Q3 2024
Added 10.16%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
30,054
shares
|
$953,913
0.01% of portfolio
|
Q2 2024
Added 71.14%
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
27,446
shares
|
$871,136
0.03% of portfolio
|
Q1 2024
Reduced 6.11%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
27,082
shares
|
$859,582
0.05% of portfolio
|
Q3 2024
Added 12.53%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
26,398
shares
|
$837,872
0.27% of portfolio
|
Q2 2024
Added 78.04%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
24,795
shares
|
$786,993
0.27% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
22,390
shares
|
$710,658
0.0% of portfolio
|
Q2 2024
Added 6.04%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
21,392
shares
|
$678,982
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
20,328
shares
|
$645,210
0.27% of portfolio
|
Q1 2024
Added 126.82%
|