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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
50,548
shares
|
$1.89 Million
0.01% of portfolio
|
Q4 2024
Reduced 38.43%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
48,589
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.9%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
45,048
shares
|
$1.69 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
45,048
shares
|
$1.69 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
43,625
shares
|
$1.63 Million
0.01% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
42,175
shares
|
$1.58 Million
1.71% of portfolio
|
Q3 2025
Reduced 17.54%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
39,424
shares
|
$1.48 Million
0.3% of portfolio
|
Q2 2025
Added 11.1%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
37,554
shares
|
$1.41 Million
0.05% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
34,455
shares
|
$1.29 Million
0.22% of portfolio
|
Q2 2025
Added 127.98%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
33,730
shares
|
$1.26 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
33,174
shares
|
$1.24 Million
0.64% of portfolio
|
Q4 2023
Reduced 10.7%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
30,812
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.03%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
30,484
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2025
Added 28.8%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
29,374
shares
|
$1.1 Million
0.52% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
29,064
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2025
Reduced 59.31%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
27,706
shares
|
$1.04 Million
0.18% of portfolio
|
Q3 2025
Reduced 16.32%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
27,063
shares
|
$1.01 Million
0.11% of portfolio
|
Q3 2025
Reduced 13.47%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
25,685
shares
|
$962,160
0.02% of portfolio
|
Q2 2025
Added 53.6%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
25,467
shares
|
$953,993
0.0% of portfolio
|
Q2 2025
Reduced 91.49%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
24,520
shares
|
$918,519
0.01% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
22,393
shares
|
$838,841
0.0% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
21,904
shares
|
$820,523
0.29% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
21,147
shares
|
$792,166
0.02% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
21,058
shares
|
$788,832
0.08% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
20,294
shares
|
$760,213
0.08% of portfolio
|
Q2 2025
Added 22.5%
|