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 169 institutions that hold shares in the stock, with a total of 30.3 Million shares, which have been reported (via 13F filing form) to have a value of $877 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
14,275
shares
|
$413,546
0.05% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
13,128
shares
|
$380,318
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
12,897
shares
|
$373,626
0.05% of portfolio
|
Q4 2024
Added 9.05%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
11,869
shares
|
$343,844
0.01% of portfolio
|
Q4 2024
Reduced 12.88%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Feb 19, 2025 Q4 2024 |
11,790
shares
|
$341,556
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
11,220
shares
|
$325,043
0.06% of portfolio
|
Q4 2024
Added 13.26%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
10,923
shares
|
$316,439
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
10,906
shares
|
$315,946
0.1% of portfolio
|
Q4 2024
Added 52.15%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
10,533
shares
|
$305,141
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
10,473
shares
|
$303,402
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
10,473
shares
|
$303,402
0.0% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
10,380
shares
|
$300,708
0.14% of portfolio
|
Q1 2025
Reduced 12.48%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jan 29, 2025 Q4 2024 |
8,041
shares
|
$232,947
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
7,763
shares
|
$224,894
0.01% of portfolio
|
Q4 2024
Reduced 40.88%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
7,610
shares
|
$220,461
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
7,600
shares
|
$220,172
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
7,194
shares
|
$208,410
0.01% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
7,138
shares
|
$206,787
0.0% of portfolio
|
Q4 2024
Added 46.81%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
7,115
shares
|
$206,121
0.06% of portfolio
|
Q2 2024
Reduced 3.29%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
6,414
shares
|
$185,813
0.01% of portfolio
|
Q4 2024
Added 25.27%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
4,575
shares
|
$132,537
0.01% of portfolio
|
Q2 2024
Added 1.67%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
4,384
shares
|
$127,004
0.0% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
2,221
shares
|
$64,342
0.01% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,170
shares
|
$62,864
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
2,095
shares
|
$60,692
0.01% of portfolio
|
Q4 2023
Reduced 28.11%
|