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 167 institutions that hold shares in the stock, with a total of 30.7 Million shares, which have been reported (via 13F filing form) to have a value of $939 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,958,602
shares
|
$121 Million
0.01% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,748,567
shares
|
$115 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,486,080
shares
|
$45.4 Million
0.02% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
874,044
shares
|
$26.7 Million
5.41% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
788,298
shares
|
$24.1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
776,007
shares
|
$23.7 Million
6.93% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
774,158
shares
|
$23.7 Million
4.3% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
O'Brien Wealth Partners LLC
|
Jan 28, 2025 Q4 2024 |
721,765
shares
|
$22 Million
4.05% of portfolio
|
Q4 2024
Added 10.01%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
640,231
shares
|
$19.6 Million
0.02% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
632,765
shares
|
$19.3 Million
5.34% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
624,260
shares
|
$19.1 Million
0.03% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
610,685
shares
|
$18.7 Million
0.11% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
575,588
shares
|
$17.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
569,099
shares
|
$17.4 Million
0.8% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
543,012
shares
|
$16.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.82%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
491,377
shares
|
$15 Million
2.27% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
482,023
shares
|
$14.7 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
464,843
shares
|
$14.2 Million
0.26% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
450,695
shares
|
$13.8 Million
3.03% of portfolio
|
Q2 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
445,777
shares
|
$13.6 Million
0.51% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
424,382
shares
|
$13 Million
0.23% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
408,672
shares
|
$12.5 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
340,806
shares
|
$10.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
310,558
shares
|
$9.49 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
308,442
shares
|
$9.42 Million
0.0% of portfolio
|
Q4 2024
Reduced 57.96%
|