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 |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
19,071
shares
|
$605,313
0.0% of portfolio
|
Q1 2023
Added 45.69%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
18,862
shares
|
$598,679
0.99% of portfolio
|
Q2 2024
Reduced 40.66%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Jul 29, 2024 Q2 2024 |
18,782
shares
|
$596,140
0.08% of portfolio
|
Q2 2024
Reduced 9.78%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
18,682
shares
|
$592,966
0.03% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
18,284
shares
|
$580,334
0.06% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
18,008
shares
|
$571,573
0.0% of portfolio
|
Q2 2024
Reduced 30.87%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 13, 2024 Q2 2024 |
17,175
shares
|
$545,134
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Aug 14, 2024 Q2 2024 |
16,900
shares
|
$536,406
0.08% of portfolio
|
Q2 2024
Added 0.83%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
16,143
shares
|
$512,378
0.01% of portfolio
|
Q3 2024
Reduced 13.98%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
15,959
shares
|
$506,538
0.05% of portfolio
|
Q3 2024
Added 21.82%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
15,795
shares
|
$501,333
0.0% of portfolio
|
Q2 2024
Reduced 32.11%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 19, 2024 Q2 2024 |
15,151
shares
|
$480,892
0.39% of portfolio
|
Q2 2024
New holding
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
14,800
shares
|
$469,752
0.03% of portfolio
|
Q1 2024
Added 13.31%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
14,070
shares
|
$446,581
0.06% of portfolio
|
Q3 2024
Added 12.27%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
13,624
shares
|
$432,425
0.01% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Redwood Financial Network Corp
|
Aug 07, 2024 Q2 2024 |
13,600
shares
|
$431,664
0.37% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
12,006
shares
|
$381,070
0.0% of portfolio
|
Q2 2024
Reduced 12.89%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
11,827
shares
|
$375,388
0.05% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
11,536
shares
|
$366,152
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
10,354
shares
|
$328,635
0.16% of portfolio
|
Q3 2024
Added 38.11%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
7,610
shares
|
$241,541
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
7,600
shares
|
$241,224
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
7,430
shares
|
$235,828
0.01% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 01, 2024 Q2 2024 |
7,115
shares
|
$225,830
0.08% of portfolio
|
Q2 2024
Reduced 3.29%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
6,275
shares
|
$199,168
0.05% of portfolio
|
Q2 2024
New holding
|