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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
71,656
shares
|
$2.29 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
61,098
shares
|
$1.95 Million
0.04% of portfolio
|
Q1 2025
Reduced 86.86%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
55,820
shares
|
$1.79 Million
0.24% of portfolio
|
Q1 2025
Reduced 11.74%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
54,223
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
Added 15.18%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
51,304
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
50,548
shares
|
$1.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 38.43%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
May 09, 2025 Q1 2025 |
47,111
shares
|
$1.51 Million
0.57% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
46,564
shares
|
$1.49 Million
0.3% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
45,637
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Added 3953.02%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
44,550
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 77.23%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
43,275
shares
|
$1.38 Million
0.02% of portfolio
|
Q1 2025
Reduced 62.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
40,720
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
May 15, 2025 Q1 2025 |
39,380
shares
|
$1.26 Million
0.85% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
39,116
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
35,941
shares
|
$1.15 Million
0.07% of portfolio
|
Q1 2025
Added 32.18%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
35,484
shares
|
$1.13 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
35,265
shares
|
$1.13 Million
0.05% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
34,852
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 46.96%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
33,174
shares
|
$1.06 Million
0.64% of portfolio
|
Q4 2023
Reduced 10.7%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
32,439
shares
|
$1.04 Million
0.12% of portfolio
|
Q1 2025
Reduced 45.63%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
30,887
shares
|
$987,766
0.02% of portfolio
|
Q1 2025
Reduced 62.09%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Apr 24, 2025 Q1 2025 |
26,746
shares
|
$855,337
0.45% of portfolio
|
Q1 2025
Added 20.66%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
23,668
shares
|
$756,902
0.02% of portfolio
|
Q1 2025
Added 16.84%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
23,190
shares
|
$741,616
0.08% of portfolio
|
Q1 2025
Added 30.54%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
22,667
shares
|
$724,890
0.01% of portfolio
|
Q1 2025
Reduced 6.52%
|