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 |
|---|---|---|---|---|---|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
22,168
shares
|
$691,863
0.54% of portfolio
|
Q3 2024
Added 46.31%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
22,076
shares
|
$688,991
0.02% of portfolio
|
Q3 2024
Reduced 50.13%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
21,922
shares
|
$684,185
0.0% of portfolio
|
Q3 2024
Added 38.79%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
21,392
shares
|
$667,644
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
20,328
shares
|
$634,436
0.27% of portfolio
|
Q1 2024
Added 126.82%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
18,862
shares
|
$588,683
0.99% of portfolio
|
Q2 2024
Reduced 40.66%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
18,284
shares
|
$570,643
0.06% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Nov 12, 2024 Q3 2024 |
17,547
shares
|
$547,641
0.08% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
17,514
shares
|
$546,611
0.0% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
17,343
shares
|
$541,275
0.45% of portfolio
|
Q3 2024
Added 27.52%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
17,175
shares
|
$536,031
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
16,901
shares
|
$527,480
0.0% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
16,654
shares
|
$519,771
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
16,143
shares
|
$503,823
0.01% of portfolio
|
Q3 2024
Reduced 13.98%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
15,959
shares
|
$498,080
0.05% of portfolio
|
Q3 2024
Added 21.82%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
14,800
shares
|
$461,908
0.03% of portfolio
|
Q1 2024
Added 13.31%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
14,673
shares
|
$457,944
0.07% of portfolio
|
Q3 2024
Reduced 21.88%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
14,070
shares
|
$439,124
0.06% of portfolio
|
Q3 2024
Added 12.27%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
13,624
shares
|
$425,205
0.01% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
13,131
shares
|
$409,818
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
11,827
shares
|
$369,120
0.05% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,651
shares
|
$332,417
0.0% of portfolio
|
Q3 2024
Reduced 11.29%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
10,354
shares
|
$323,148
0.16% of portfolio
|
Q3 2024
Added 38.11%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
9,906
shares
|
$309,166
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
9,439
shares
|
$294,591
0.02% of portfolio
|
Q3 2024
Reduced 95.09%
|