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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
8,801
shares
|
$329,685
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
8,715
shares
|
$326,463
0.01% of portfolio
|
Q2 2025
Added 22.09%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
8,588
shares
|
$321,706
0.02% of portfolio
|
Q2 2025
Reduced 30.87%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
8,278
shares
|
$310,093
0.04% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
7,999
shares
|
$299,642
0.17% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
7,947
shares
|
$297,694
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
7,942
shares
|
$297,507
0.0% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
7,610
shares
|
$285,070
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
7,431
shares
|
$278,365
0.01% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
7,418
shares
|
$277,878
0.0% of portfolio
|
Q2 2025
Reduced 19.99%
|
|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
6,845
shares
|
$256,413
0.04% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
6,670
shares
|
$249,858
0.0% of portfolio
|
Q2 2025
Reduced 50.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
6,636
shares
|
$248,584
0.0% of portfolio
|
Q2 2025
Reduced 85.46%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
6,475
shares
|
$242,553
0.01% of portfolio
|
Q2 2025
Added 16.14%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
6,414
shares
|
$240,268
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
6,111
shares
|
$228,918
0.01% of portfolio
|
Q2 2025
Reduced 11.73%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
5,906
shares
|
$221,238
0.11% of portfolio
|
Q3 2025
Reduced 27.46%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
5,136
shares
|
$192,394
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
4,753
shares
|
$178,047
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
4,724
shares
|
$176,961
0.03% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
4,683
shares
|
$175,425
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,783
shares
|
$141,711
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
3,639
shares
|
$136,316
0.02% of portfolio
|
Q1 2025
Reduced 74.51%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,913
shares
|
$109,120
0.0% of portfolio
|
Q2 2025
Reduced 32.48%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
2,432
shares
|
$91,102
0.01% of portfolio
|
Q3 2025
Reduced 4.33%
|