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 153 institutions that hold shares in the stock, with a total of 30.1 Million shares, which have been reported (via 13F filing form) to have a value of $897 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
81,262
shares
|
$2.43 Million
0.99% of portfolio
|
Q3 2024
Added 27.39%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
78,708
shares
|
$2.35 Million
0.11% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
78,029
shares
|
$2.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.11%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
74,526
shares
|
$2.23 Million
0.38% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
71,656
shares
|
$2.14 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
67,770
shares
|
$2.02 Million
0.26% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
64,537
shares
|
$1.93 Million
0.11% of portfolio
|
Q3 2024
Added 20.78%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
52,534
shares
|
$1.57 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
45,268
shares
|
$1.35 Million
0.74% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
44,832
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 288.63%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
43,941
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
42,187
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2024
Added 53.71%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
40,549
shares
|
$1.21 Million
0.74% of portfolio
|
Q3 2024
Reduced 68.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
38,669
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
36,677
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Added 22.04%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Oct 10, 2024 Q3 2024 |
36,626
shares
|
$1.09 Million
0.85% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
33,681
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
33,676
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
33,174
shares
|
$990,907
0.64% of portfolio
|
Q4 2023
Reduced 10.7%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
33,150
shares
|
$990,190
0.0% of portfolio
|
Q3 2024
Reduced 82.66%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
30,129
shares
|
$899,953
0.23% of portfolio
|
Q3 2024
Added 10.16%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
27,082
shares
|
$808,939
0.05% of portfolio
|
Q3 2024
Added 12.53%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
24,795
shares
|
$740,626
0.27% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
23,412
shares
|
$699,316
0.03% of portfolio
|
Q3 2024
Added 25.32%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
22,359
shares
|
$667,863
0.0% of portfolio
|
Q3 2024
Reduced 0.14%
|