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 179 institutions that hold shares in the stock, with a total of 28.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
3,639
shares
|
$139,228
0.02% of portfolio
|
Q1 2025
Reduced 74.51%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
3,200
shares
|
$122,432
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
2,846
shares
|
$108,887
0.0% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
2,762
shares
|
$105,674
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
2,432
shares
|
$93,048
0.01% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,852
shares
|
$70,857
0.0% of portfolio
|
Q3 2021
Reduced 33.37%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
1,816
shares
|
$69,480
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,751
shares
|
$66,993
0.0% of portfolio
|
Q3 2025
Reduced 19.31%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,600
shares
|
$61,216
0.0% of portfolio
|
Q3 2025
Added 60.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,273
shares
|
$48,704
0.0% of portfolio
|
Q2 2025
Reduced 85.46%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,264
shares
|
$48,360
0.0% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,235
shares
|
$47,251
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
1,087
shares
|
$41,588
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
910
shares
|
$34,816
0.0% of portfolio
|
Q3 2025
Reduced 85.11%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
900
shares
|
$34,434
0.0% of portfolio
|
Q1 2025
Reduced 25.43%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
775
shares
|
$29,651
0.0% of portfolio
|
Q3 2025
Reduced 42.03%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
660
shares
|
$25,251
0.0% of portfolio
|
Q2 2025
Reduced 91.01%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
610
shares
|
$23,338
0.0% of portfolio
|
Q2 2025
Added 46.99%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
600
shares
|
$22,956
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
556
shares
|
$21,272
0.0% of portfolio
|
Q3 2025
Reduced 31.86%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
509
shares
|
$19,474
0.0% of portfolio
|
Q1 2025
Reduced 45.44%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
485
shares
|
$18,556
0.0% of portfolio
|
Q3 2025
Reduced 54.76%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
212
shares
|
$8,111
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Main Management LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
125
shares
|
$4,782
0.0% of portfolio
|
Q1 2025
Reduced 94.03%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
108
shares
|
$4,132
0.0% of portfolio
|
Q2 2025
Reduced 54.62%
|
|