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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,170
shares
|
$81,288
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,852
shares
|
$69,375
0.0% of portfolio
|
Q3 2021
Reduced 33.37%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
1,816
shares
|
$68,027
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1,623
shares
|
$60,797
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
1,337
shares
|
$50,084
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,320
shares
|
$49,447
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,264
shares
|
$47,349
0.0% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
1,087
shares
|
$40,719
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,072
shares
|
$40,157
0.0% of portfolio
|
Q2 2025
Reduced 87.94%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
999
shares
|
$37,422
0.0% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
900
shares
|
$33,714
0.0% of portfolio
|
Q1 2025
Reduced 25.43%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
816
shares
|
$30,567
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
660
shares
|
$24,723
0.0% of portfolio
|
Q2 2025
Reduced 91.01%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
610
shares
|
$22,850
0.0% of portfolio
|
Q2 2025
Added 46.99%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
600
shares
|
$22,476
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
509
shares
|
$19,067
0.0% of portfolio
|
Q1 2025
Reduced 45.44%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
125
shares
|
$4,682
0.0% of portfolio
|
Q1 2025
Reduced 94.03%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
108
shares
|
$4,045
0.0% of portfolio
|
Q2 2025
Reduced 54.62%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
103
shares
|
$3,858
0.0% of portfolio
|
Q1 2025
Reduced 76.38%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
84
shares
|
$3,146
0.0% of portfolio
|
Q1 2025
Reduced 52.27%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
34
shares
|
$1,273
0.0% of portfolio
|
Q3 2024
Added 21.43%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|