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 |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
132,238
shares
|
$4.13 Million
0.13% of portfolio
|
Q3 2024
Added 11.32%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
131,038
shares
|
$4.09 Million
1.65% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
126,691
shares
|
$3.95 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
125,493
shares
|
$3.92 Million
0.12% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
122,255
shares
|
$3.82 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
117,759
shares
|
$3.68 Million
1.05% of portfolio
|
Q3 2024
Added 39.09%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
117,494
shares
|
$3.67 Million
0.14% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
115,988
shares
|
$3.62 Million
1.72% of portfolio
|
Q3 2024
Added 24.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
113,355
shares
|
$3.54 Million
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
107,701
shares
|
$3.36 Million
0.08% of portfolio
|
Q3 2024
Reduced 10.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
107,167
shares
|
$3.34 Million
0.01% of portfolio
|
Q3 2024
Added 44.13%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
101,535
shares
|
$3.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.88%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
94,804
shares
|
$2.96 Million
0.16% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Oct 21, 2024 Q3 2024 |
94,788
shares
|
$2.96 Million
2.04% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
94,451
shares
|
$2.95 Million
0.23% of portfolio
|
Q3 2024
Added 14.41%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
93,796
shares
|
$2.93 Million
0.62% of portfolio
|
Q3 2024
Added 255.31%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
90,877
shares
|
$2.84 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
90,807
shares
|
$2.83 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
89,313
shares
|
$2.79 Million
1.51% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
86,424
shares
|
$2.7 Million
0.08% of portfolio
|
Q4 2023
Added 745.47%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
84,185
shares
|
$2.63 Million
1.96% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
84,185
shares
|
$2.63 Million
1.96% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
84,071
shares
|
$2.62 Million
0.01% of portfolio
|
Q3 2024
Added 32.05%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
83,552
shares
|
$2.61 Million
0.61% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
82,104
shares
|
$2.56 Million
0.02% of portfolio
|
Q3 2024
New holding
|