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 136 institutions that hold shares in the stock, with a total of 24.1 Million shares, which have been reported (via 13F filing form) to have a value of $736 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
4,117,474
shares
|
$126 Million
0.01% of portfolio
|
Q1 2024
Added 35.52%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
2,754,020
shares
|
$84 Million
0.01% of portfolio
|
Q1 2024
Added 57.48%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
808,291
shares
|
$24.7 Million
0.01% of portfolio
|
Q1 2024
Added 32.95%
|
|
Bogart Wealth, LLC
|
Apr 25, 2024 Q1 2024 |
808,024
shares
|
$24.7 Million
1.28% of portfolio
|
Q1 2024
Added 2.92%
|
|
Prism Advisors, Inc.
|
Apr 05, 2024 Q1 2024 |
751,186
shares
|
$22.9 Million
7.02% of portfolio
|
Q1 2024
Added 10.66%
|
|
Richard P Slaughter Associates Inc
|
Apr 09, 2024 Q1 2024 |
627,146
shares
|
$19.1 Million
5.34% of portfolio
|
Q1 2024
Added 63.58%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
572,572
shares
|
$17.5 Million
0.03% of portfolio
|
Q1 2024
Added 50.23%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
568,731
shares
|
$17.4 Million
0.0% of portfolio
|
Q1 2024
Added 24.29%
|
|
Alps Advisors Inc
Denver, CO |
May 14, 2024 Q1 2024 |
566,075
shares
|
$17.3 Million
0.13% of portfolio
|
Q1 2024
Reduced 0.77%
|
|
Marotta Asset Management
|
Apr 02, 2024 Q1 2024 |
553,903
shares
|
$16.9 Million
3.56% of portfolio
|
Q1 2024
Added 18.86%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
524,051
shares
|
$16 Million
0.03% of portfolio
|
Q1 2024
Reduced 2.4%
|
|
Flaharty Asset Management, LLC
|
May 14, 2024 Q1 2024 |
493,589
shares
|
$15.1 Million
2.39% of portfolio
|
Q1 2024
New holding
|
|
Ma Private Wealth
|
Apr 30, 2024 Q1 2024 |
480,069
shares
|
$14.6 Million
3.03% of portfolio
|
Q1 2024
Added 16.02%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
465,285
shares
|
$14.2 Million
0.01% of portfolio
|
Q1 2024
Added 96.5%
|
|
Eastern Bank
|
May 09, 2024 Q1 2024 |
455,202
shares
|
$13.9 Million
0.61% of portfolio
|
Q1 2024
Added 1.84%
|
|
First Foundation Advisors
Irvine, CA |
May 09, 2024 Q1 2024 |
341,917
shares
|
$10.4 Million
0.44% of portfolio
|
Q1 2024
Added 456.42%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
329,990
shares
|
$10.1 Million
0.0% of portfolio
|
Q1 2024
Added 26.27%
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
289,437
shares
|
$8.83 Million
0.23% of portfolio
|
Q1 2024
Reduced 1.18%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
287,093
shares
|
$8.76 Million
0.04% of portfolio
|
Q1 2024
Added 232.85%
|
|
Planning Alternatives LTD
|
Apr 17, 2024 Q1 2024 |
267,058
shares
|
$8.15 Million
1.36% of portfolio
|
Q1 2024
Added 0.12%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
258,064
shares
|
$7.87 Million
0.02% of portfolio
|
Q1 2024
Added 11.53%
|
|
O'Dell Group, LLC
Cincinnati, OH |
May 07, 2024 Q1 2024 |
242,515
shares
|
$7.4 Million
1.98% of portfolio
|
Q1 2024
Added 1079.55%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
237,201
shares
|
$7.24 Million
0.01% of portfolio
|
Q1 2024
Added 622.14%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
235,569
shares
|
$7.19 Million
0.01% of portfolio
|
Q1 2024
Reduced 4.07%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 10, 2024 Q1 2024 |
201,203
shares
|
$6.14 Million
0.24% of portfolio
|
Q1 2024
Reduced 0.72%
|