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 |
|---|---|---|---|---|---|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
2,251
shares
|
$71,986
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,170
shares
|
$69,396
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,852
shares
|
$59,226
0.0% of portfolio
|
Q3 2021
Reduced 33.37%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
1,816
shares
|
$58,075
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
1,413
shares
|
$45,187
0.03% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,264
shares
|
$40,422
0.0% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
1,087
shares
|
$34,762
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
950
shares
|
$30,381
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
932
shares
|
$29,805
0.0% of portfolio
|
Q1 2025
Added 48.41%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
900
shares
|
$28,782
0.0% of portfolio
|
Q1 2025
Reduced 25.43%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
816
shares
|
$26,095
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
564
shares
|
$18,036
0.0% of portfolio
|
Q4 2022
Closed
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
509
shares
|
$16,277
0.01% of portfolio
|
Q1 2025
Reduced 45.44%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
415
shares
|
$13,271
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
238
shares
|
$7,611
0.0% of portfolio
|
Q4 2024
Reduced 72.16%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
169
shares
|
$5,404
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
125
shares
|
$3,997
0.0% of portfolio
|
Q1 2025
Reduced 94.03%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
103
shares
|
$3,293
0.0% of portfolio
|
Q1 2025
Reduced 76.38%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
84
shares
|
$2,686
0.0% of portfolio
|
Q1 2025
Reduced 52.27%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
34
shares
|
$1,087
0.0% of portfolio
|
Q3 2024
Added 21.43%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|