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 153 institutions that hold shares in the stock, with a total of 30.1 Million shares, which have been reported (via 13F filing form) to have a value of $938 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
251,074
shares
|
$7.84 Million
0.03% of portfolio
|
Q3 2024
Reduced 18.52%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
250,274
shares
|
$7.81 Million
1.93% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
229,774
shares
|
$7.17 Million
0.18% of portfolio
|
Q3 2024
Added 399.45%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
224,517
shares
|
$7.01 Million
0.01% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
211,922
shares
|
$6.61 Million
0.0% of portfolio
|
Q3 2024
Added 24.79%
|
|
|
Buttonwood Financial Group, LLC
|
Oct 15, 2024 Q3 2024 |
203,633
shares
|
$6.36 Million
4.06% of portfolio
|
Q3 2024
Added 17.59%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,119
shares
|
$6.31 Million
0.0% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
199,751
shares
|
$6.23 Million
1.31% of portfolio
|
Q3 2024
Added 7.68%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
193,020
shares
|
$6.02 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
178,773
shares
|
$5.58 Million
2.61% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
173,940
shares
|
$5.43 Million
0.04% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
173,702
shares
|
$5.42 Million
2.26% of portfolio
|
Q3 2024
Added 38.53%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
170,251
shares
|
$5.31 Million
0.69% of portfolio
|
Q3 2024
Added 18.92%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
169,813
shares
|
$5.3 Million
3.66% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
165,896
shares
|
$5.18 Million
0.09% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
165,896
shares
|
$5.18 Million
0.65% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
158,772
shares
|
$4.96 Million
1.3% of portfolio
|
Q3 2024
Reduced 20.91%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
154,723
shares
|
$4.83 Million
1.21% of portfolio
|
Q3 2024
Added 17.33%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
154,391
shares
|
$4.82 Million
1.08% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
142,300
shares
|
$4.44 Million
1.65% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
141,731
shares
|
$4.42 Million
0.76% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
138,360
shares
|
$4.32 Million
0.01% of portfolio
|
Q3 2024
Added 34.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
137,871
shares
|
$4.3 Million
0.01% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
135,249
shares
|
$4.22 Million
0.04% of portfolio
|
Q3 2024
Added 30.98%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
132,808
shares
|
$4.14 Million
0.27% of portfolio
|
Q3 2024
Reduced 5.93%
|