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 168 institutions that hold shares in the stock, with a total of 30.7 Million shares, which have been reported (via 13F filing form) to have a value of $917 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
1,413
shares
|
$42,192
0.12% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,264
shares
|
$37,743
0.0% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,207
shares
|
$36,041
0.0% of portfolio
|
Q4 2024
Reduced 46.12%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,126
shares
|
$33,622
0.0% of portfolio
|
Q4 2024
Added 317.04%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
1,087
shares
|
$32,457
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
950
shares
|
$28,367
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
933
shares
|
$27,859
0.01% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
816
shares
|
$24,365
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
628
shares
|
$18,752
0.0% of portfolio
|
Q4 2024
Reduced 16.6%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
607
shares
|
$18,125
0.0% of portfolio
|
Q4 2021
Added 34.29%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
564
shares
|
$16,841
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
436
shares
|
$13,018
0.0% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
415
shares
|
$12,391
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
238
shares
|
$7,106
0.0% of portfolio
|
Q4 2024
Reduced 72.16%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
85
shares
|
$2,538
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
37
shares
|
$1,104
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
34
shares
|
$1,015
0.0% of portfolio
|
Q3 2024
Added 21.43%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|