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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
7,610
shares
|
$237,508
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
7,600
shares
|
$237,196
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
7,430
shares
|
$231,890
0.01% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
7,168
shares
|
$223,713
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
7,115
shares
|
$222,059
0.07% of portfolio
|
Q2 2024
Reduced 3.29%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
6,275
shares
|
$195,842
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
6,241
shares
|
$194,781
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
5,120
shares
|
$159,795
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
4,862
shares
|
$151,743
0.0% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
4,575
shares
|
$142,785
0.01% of portfolio
|
Q2 2024
Added 1.67%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,153
shares
|
$129,615
0.0% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
2,240
shares
|
$69,910
0.0% of portfolio
|
Q3 2024
Reduced 33.29%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
2,172
shares
|
$67,788
0.03% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
2,121
shares
|
$66,196
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
2,095
shares
|
$65,384
0.01% of portfolio
|
Q4 2023
Reduced 28.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,852
shares
|
$57,800
0.0% of portfolio
|
Q3 2021
Reduced 33.37%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
1,376
shares
|
$42,944
0.01% of portfolio
|
Q3 2024
Added 4338.71%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,230
shares
|
$38,388
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
908
shares
|
$28,338
0.01% of portfolio
|
Q4 2023
Added 1.23%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
855
shares
|
$26,684
0.01% of portfolio
|
Q2 2024
Reduced 32.2%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
753
shares
|
$23,501
0.0% of portfolio
|
Q3 2024
Reduced 17.43%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
607
shares
|
$18,944
0.0% of portfolio
|
Q4 2021
Added 34.29%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
415
shares
|
$12,952
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
270
shares
|
$8,426
0.0% of portfolio
|
Q3 2024
Reduced 56.03%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
129
shares
|
$4,026
0.0% of portfolio
|
Q2 2023
Reduced 49.21%
|