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 170 institutions that hold shares in the stock, with a total of 29.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
132,419
shares
|
$4.6 Million
1.49% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
124,064
shares
|
$4.31 Million
1.38% of portfolio
|
Q1 2025
New holding
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
123,229
shares
|
$4.28 Million
0.27% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
122,891
shares
|
$4.27 Million
0.01% of portfolio
|
Q1 2025
Added 26.51%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
113,758
shares
|
$3.95 Million
0.17% of portfolio
|
Q1 2025
Added 21.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
111,283
shares
|
$3.87 Million
0.08% of portfolio
|
Q1 2025
Added 130821.18%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
109,784
shares
|
$3.81 Million
0.21% of portfolio
|
Q1 2025
Reduced 27.39%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
107,529
shares
|
$3.74 Million
0.1% of portfolio
|
Q1 2025
Added 12.15%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
107,174
shares
|
$3.72 Million
0.15% of portfolio
|
Q1 2025
Added 12.13%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
104,479
shares
|
$3.63 Million
1.57% of portfolio
|
Q1 2025
Added 9.37%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Apr 28, 2025 Q1 2025 |
104,048
shares
|
$3.61 Million
2.02% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
100,043
shares
|
$3.48 Million
0.64% of portfolio
|
Q1 2025
Reduced 36.58%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
98,857
shares
|
$3.43 Million
0.7% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
95,320
shares
|
$3.31 Million
1.21% of portfolio
|
Q1 2025
Reduced 17.14%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
95,320
shares
|
$3.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.14%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
90,304
shares
|
$3.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
90,278
shares
|
$3.14 Million
0.12% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
87,986
shares
|
$3.06 Million
0.68% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
86,424
shares
|
$3 Million
0.08% of portfolio
|
Q4 2023
Added 745.47%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
81,373
shares
|
$2.83 Million
0.09% of portfolio
|
Q1 2025
Reduced 17.01%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
79,030
shares
|
$2.75 Million
0.01% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
77,670
shares
|
$2.7 Million
0.05% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
77,169
shares
|
$2.68 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
71,656
shares
|
$2.49 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
66,231
shares
|
$2.3 Million
0.87% of portfolio
|
Q2 2025
Reduced 26.63%
|