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 171 institutions that hold shares in the stock, with a total of 27.8 Million shares, which have been reported (via 13F filing form) to have a value of $978 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,841,783
shares
|
$99.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,817,275
shares
|
$99 Million
0.01% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,604,767
shares
|
$56.4 Million
0.04% of portfolio
|
Q2 2025
Added 192.92%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
1,319,497
shares
|
$46.4 Million
0.63% of portfolio
|
Q2 2025
Added 52.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
989,110
shares
|
$34.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.44%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
876,654
shares
|
$30.8 Million
6.03% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
856,800
shares
|
$30.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
789,437
shares
|
$27.7 Million
5.56% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
747,975
shares
|
$26.3 Million
4.21% of portfolio
|
Q2 2025
Added 49.53%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
649,375
shares
|
$22.8 Million
0.94% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
575,267
shares
|
$20.2 Million
3.64% of portfolio
|
Q2 2025
Reduced 18.53%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
571,374
shares
|
$20.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.39%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
553,088
shares
|
$19.4 Million
5.55% of portfolio
|
Q2 2025
Reduced 30.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
543,012
shares
|
$19.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.82%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
481,609
shares
|
$16.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
451,576
shares
|
$15.9 Million
1.02% of portfolio
|
Q2 2025
Added 8.92%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
450,695
shares
|
$15.8 Million
3.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
449,478
shares
|
$15.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
410,990
shares
|
$14.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 32.74%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
406,326
shares
|
$14.3 Million
0.57% of portfolio
|
Q2 2025
Reduced 27.39%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
324,394
shares
|
$11.4 Million
1.56% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
306,581
shares
|
$10.8 Million
0.25% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
291,840
shares
|
$10.3 Million
0.0% of portfolio
|
Q2 2025
Added 468.84%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
251,587
shares
|
$8.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.99%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
246,547
shares
|
$8.66 Million
0.32% of portfolio
|
Q2 2025
Reduced 21.43%
|