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 171 institutions that hold shares in the stock, with a total of 29.2 Million shares, which have been reported (via 13F filing form) to have a value of $936 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
22,532
shares
|
$722,601
0.07% of portfolio
|
Q1 2025
Added 21.3%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
22,393
shares
|
$718,143
0.0% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
21,904
shares
|
$702,461
0.27% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
21,747
shares
|
$697,426
0.02% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
21,714
shares
|
$696,367
0.47% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
19,403
shares
|
$622,254
0.0% of portfolio
|
Q1 2025
Reduced 94.31%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
19,082
shares
|
$611,959
0.44% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
18,896
shares
|
$605,994
1.11% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
17,514
shares
|
$561,673
0.0% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Fortress Wealth Management, Inc.
|
May 02, 2025 Q1 2025 |
17,214
shares
|
$552,052
0.31% of portfolio
|
Q1 2025
Reduced 37.21%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
17,175
shares
|
$550,802
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
17,017
shares
|
$545,735
0.17% of portfolio
|
Q4 2024
Reduced 31.37%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
May 12, 2025 Q1 2025 |
16,928
shares
|
$542,880
0.07% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
16,722
shares
|
$536,274
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
16,567
shares
|
$531,303
0.07% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
15,256
shares
|
$489,259
0.0% of portfolio
|
Q1 2025
Reduced 55.01%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
15,113
shares
|
$484,673
0.09% of portfolio
|
Q1 2025
Added 34.7%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
14,800
shares
|
$474,636
0.03% of portfolio
|
Q1 2024
Added 13.31%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
14,470
shares
|
$464,052
0.04% of portfolio
|
Q1 2025
Reduced 9.33%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
14,289
shares
|
$458,248
0.14% of portfolio
|
Q1 2025
Added 22.99%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
13,442
shares
|
$431,084
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
La Fleur & Godfrey LLC
|
Apr 23, 2025 Q1 2025 |
12,962
shares
|
$415,691
0.05% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
12,623
shares
|
$404,819
0.38% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
12,423
shares
|
$398,405
0.02% of portfolio
|
Q1 2025
Added 13.73%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
11,806
shares
|
$378,618
0.0% of portfolio
|
Q1 2025
New holding
|