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 29.2 Million shares, which have been reported (via 13F filing form) to have a value of $884 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
299,146
shares
|
$9.57 Million
0.0% of portfolio
|
Q1 2025
Added 381.96%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
272,694
shares
|
$8.72 Million
1.03% of portfolio
|
Q1 2025
Added 17.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
251,587
shares
|
$8.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.99%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
246,511
shares
|
$7.88 Million
1.9% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
241,616
shares
|
$7.73 Million
0.73% of portfolio
|
Q1 2025
Added 93.3%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
206,899
shares
|
$6.62 Million
1.09% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
205,322
shares
|
$6.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,119
shares
|
$6.46 Million
0.0% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
200,985
shares
|
$6.43 Million
0.36% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
186,499
shares
|
$5.96 Million
0.16% of portfolio
|
Q1 2025
Added 35.4%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
181,597
shares
|
$5.81 Million
1.69% of portfolio
|
Q1 2025
Reduced 71.3%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
176,193
shares
|
$5.63 Million
1.12% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
175,335
shares
|
$5.61 Million
0.01% of portfolio
|
Q1 2025
Added 29.84%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
171,023
shares
|
$5.47 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Buttonwood Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
166,458
shares
|
$5.32 Million
2.87% of portfolio
|
Q1 2025
Reduced 22.07%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
164,479
shares
|
$5.26 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
161,061
shares
|
$5.15 Million
1.72% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
160,223
shares
|
$5.12 Million
0.41% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
160,223
shares
|
$5.12 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
157,360
shares
|
$5.03 Million
1.86% of portfolio
|
Q1 2025
Reduced 23.37%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
152,586
shares
|
$4.88 Million
0.04% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
150,821
shares
|
$4.82 Million
0.14% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
146,483
shares
|
$4.68 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.52%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
143,142
shares
|
$4.58 Million
1.86% of portfolio
|
Q1 2025
Reduced 23.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
133,816
shares
|
$4.28 Million
0.0% of portfolio
|
Q1 2025
Added 16.73%
|