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 |
|---|---|---|---|---|---|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
11,757
shares
|
$375,988
0.01% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
11,421
shares
|
$365,243
0.0% of portfolio
|
Q1 2025
Added 9.05%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
10,906
shares
|
$348,773
0.1% of portfolio
|
Q4 2024
Added 52.15%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
10,533
shares
|
$336,845
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
10,380
shares
|
$331,952
0.14% of portfolio
|
Q1 2025
Reduced 12.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
9,719
shares
|
$310,813
0.0% of portfolio
|
Q1 2025
Reduced 74.12%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
9,271
shares
|
$296,486
0.0% of portfolio
|
Q1 2025
Reduced 82.37%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
8,890
shares
|
$284,302
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
7,862
shares
|
$251,426
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
7,763
shares
|
$248,260
0.01% of portfolio
|
Q4 2024
Reduced 40.88%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
7,747
shares
|
$247,749
0.01% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
7,610
shares
|
$243,367
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
7,600
shares
|
$243,048
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Apr 23, 2025 Q1 2025 |
7,387
shares
|
$236,236
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
7,344
shares
|
$234,861
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
7,233
shares
|
$231,311
0.04% of portfolio
|
Q1 2025
Reduced 92.03%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
7,157
shares
|
$228,880
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
7,138
shares
|
$228,273
0.0% of portfolio
|
Q4 2024
Added 46.81%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
7,030
shares
|
$224,819
0.03% of portfolio
|
Q1 2025
Reduced 95.22%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
6,923
shares
|
$221,397
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,575
shares
|
$178,288
0.01% of portfolio
|
Q1 2025
Added 21.86%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
4,659
shares
|
$148,994
0.03% of portfolio
|
Q1 2025
Added 109.77%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,314
shares
|
$137,961
0.0% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
3,639
shares
|
$116,375
0.01% of portfolio
|
Q1 2025
Reduced 74.51%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
2,904
shares
|
$92,869
0.01% of portfolio
|
Q1 2025
Added 378.42%
|