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 170 institutions that hold shares in the stock, with a total of 29.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,531,294
shares
|
$123 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,772,234
shares
|
$96.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 29.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,243,236
shares
|
$43.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.34%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
876,654
shares
|
$30.5 Million
6.03% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
872,362
shares
|
$30.3 Million
0.01% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
866,460
shares
|
$30.1 Million
0.46% of portfolio
|
Q1 2025
Added 104.17%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
779,941
shares
|
$27.1 Million
3.61% of portfolio
|
Q1 2025
Added 58.73%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
747,975
shares
|
$26 Million
4.21% of portfolio
|
Q2 2025
Added 49.53%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
706,086
shares
|
$24.5 Million
3.94% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
641,795
shares
|
$22.3 Million
0.88% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
637,639
shares
|
$22.2 Million
0.03% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
611,025
shares
|
$21.2 Million
0.11% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
559,637
shares
|
$19.4 Million
0.3% of portfolio
|
Q1 2025
Added 265.03%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
556,170
shares
|
$19.3 Million
0.07% of portfolio
|
Q1 2025
Added 725.78%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
553,088
shares
|
$19.2 Million
5.55% of portfolio
|
Q2 2025
Reduced 30.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
547,856
shares
|
$19 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
543,012
shares
|
$18.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.82%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
508,869
shares
|
$17.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.59%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
484,165
shares
|
$16.8 Million
0.0% of portfolio
|
Q1 2025
Added 56.97%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
472,272
shares
|
$16.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
450,695
shares
|
$15.7 Million
3.03% of portfolio
|
Q2 2024
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
414,604
shares
|
$14.4 Million
1.0% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
326,169
shares
|
$11.3 Million
1.49% of portfolio
|
Q1 2025
Added 13.78%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
313,807
shares
|
$10.9 Million
0.39% of portfolio
|
Q1 2025
Reduced 29.6%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
302,620
shares
|
$10.5 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.57%
|