XCEM institutional holders

COLUMBIA ETF TR II · 13F, 2026Q2

Managers holding204
Shares held31,413,075
Reported value$1.7bn
Quarter flows28 new, 72 added, 71 trimmed, 14 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY3,556,704$188.1m0.0%
BANK OF AMERICA CORP /DE/3,531,157$186.7m0.0%
Boulay Financial Advisors, LLC2,228,872$117.9m10.9%
CIBC Bancorp USA Inc.1,840,058$95.6m0.1%
LPL Financial LLC1,597,979$84.5m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,404,013$74.2m0.0%
RAYMOND JAMES FINANCIAL INC1,063,803$56.3m0.0%
Hennion & Walsh Asset Management, Inc.1,008,740$53.3m1.5%
Marotta Asset Management818,670$41.9m7.0%
Modern Wealth Management, LLC698,040$36.9m0.4%
COMMONWEALTH EQUITY SERVICES, LLC638,317$33.8m0.0%
AMERIPRISE FINANCIAL INC555,590$29.4m0.0%
WELLS FARGO & COMPANY/MN512,188$27.1m0.0%
Prism Advisors, Inc.398,999$21.1m5.1%
PLANNING ALTERNATIVES LTD /ADV391,645$20.7m2.2%
UBS Group AG352,162$18.6m0.0%
PARTNERS CAPITAL INVESTMENT GROUP, LLP320,043$16.9m0.6%
Savvy Advisors, Inc.317,166$16.8m0.4%
MERCER GLOBAL ADVISORS INC /ADV310,423$16.4m0.0%
Penserra Capital Management LLC306,299$16.2m0.1%
Richard P Slaughter Associates Inc257,828$13.6m2.7%
Sanctuary Advisors, LLC254,456$13.5m0.1%
ROYAL BANK OF CANADA253,477$13.4m0.0%
CENTRAL TRUST Co248,821$13.2m0.2%
Private Advisor Group, LLC239,370$12.7m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("XCEM"). XCEM price history · All 13F data

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