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Disclosery

XCEM COLUMBIA ETF TR II

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EM CORE EX ETF (fund)

163 managers (163 13F filers) reported a position in XCEM shares at 2024-12-31, 29,410,128 shares in all. 17 filers opened a position and 9 filers sold out during the quarter.

Managers
163
13F filers
163
New
17
Added
83
Reduced
40
Sold out
9
Shares held by filers
29,410,128

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,958,602$117M0.01%+200,26113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,748,567$111M0.01%-415,52213F-HR/ATimelineGroup
LPL Financial LLC1,486,080$44M0.02%+67,89613F-HRTimeline
Marotta Asset Management874,044$25.9M5.42%+5,94013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC788,298$23.3M0.01%13F-HR/ATimelineGroup
Prism Advisors, Inc.776,007$23M6.88%+14,37513F-HRTimeline
MA Private Wealth774,158$22.9M4.28%+4,78113F-HRTimeline
O'Brien Wealth Partners LLC721,765$21.4M3.85%+65,69213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…640,231$19M0.02%+31,12113F-HRTimelineGroup
Richard P Slaughter Associates Inc632,765$18.7M4.2%-36,27213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC624,260$18.5M0.03%+18,46013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC610,685$18.1M0.11%+40,01013F-HRTimelineGroup
UBS Group AGin group UBS Group AG575,588$17M<0.01%-32,13813F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.569,099$16.8M0.76%-15,12213F-HRTimeline
Flaharty Asset Management, LLC491,377$14.5M2.12%-2,32313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC482,023$14.3M0.03%new13F-HRTimelineGroup
EASTERN BANK464,843$13.8M0.26%+1,37013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS445,777$13.2M0.5%-14,73513F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…424,382$12.6M0.23%+4,83613F-HRTimelineGroup
SYON CAPITAL LLC408,672$12.1M1.09%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.340,806$10.2M0.02%-1,38113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO310,558$9.19M<0.01%-5,34413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC308,442$9.13M0.01%-425,20513F-HRTimelineGroup
CENTRAL TRUST Co307,442$9.1M0.22%+14,30613F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV286,673$8.49M1.3%+12,57713F-HRTimeline
KWB Wealth231,311$7.56M0.94%+61,06013F-HRTimeline
O'Dell Group, LLC250,868$7.43M1.68%+59413F-HRTimeline
Buttonwood Financial Group, LLC213,590$6.52M3.61%+9,95713F-HRTimeline
HighTower Advisors, LLC213,663$6.32M0.01%-10,85413F-HRTimeline
WATERSHED PRIVATE WEALTH LLC205,344$6.08M2.37%+31,64213F-HRTimeline
Breakwater Capital Group205,207$6.07M1.21%+5,45613F-HRTimeline
Pine Valley Investments Ltd Liability Co200,985$5.95M0.39%+7,96513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN195,657$5.79M<0.01%-16,26513F-HRTimelineGroup
ONE Advisory Partners, LLC187,252$5.54M2.46%+8,47913F-HRTimeline
Private Advisor Group, LLC187,175$5.54M0.03%+13,23513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth180,572$5.34M0.01%new13F-HR/ATimelineGroup
Cypress Wealth Services, LLC173,968$5.15M1.03%+19,57713F-HRTimeline
Mariner, LLCin group Mariner, LLC171,366$5.07M0.01%+33,00613F-HRTimelineGroup
Aptus Capital Advisors, LLC169,699$5.02M0.06%+3,80313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC169,699$5.02M0.4%+3,80313F-HRTimeline
PETRA FINANCIAL ADVISORS INC164,278$4.86M3.31%-5,53513F-HRTimeline
Vertex Planning Partners, LLC157,736$4.67M1.03%+3,01313F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP153,312$4.54M0.12%-392,99213F-HRTimeline
Highland Financial Advisors, LLC151,944$4.5M1.56%+9,64413F-HRTimeline
McKinley Carter Wealth Services, Inc.151,197$4.48M0.27%+18,38913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.149,545$4.43M0.01%+11,67413F-HR/ATimelineGroup
Tennessee Valley Asset Management Partn…147,080$4.35M0.73%+5,34913F-HRTimeline
D.A. DAVIDSON & CO.145,191$4.3M0.03%+9,94213F-HRTimeline
ARQ WEALTH ADVISORS, LLC144,246$4.27M1.62%+13,20813F-HRTimeline
Bleakley Financial Group, LLC143,787$4.26M0.13%+11,54913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …137,736$4.08M0.11%+12,24313F-HRTimelineGroup
Savvy Advisors, Inc.124,996$3.7M0.44%+31,20013F-HRTimeline
Merit Financial Group, LLC116,127$3.44M0.06%+8,42613F-HRTimeline
Northwest Capital Management Inc115,035$3.41M1.46%+33,77313F-HRTimeline
CWM, LLCin group CWM, LLC115,035$3.4M0.01%+30,96413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP114,639$3.39M<0.01%+1,28413F-HRTimelineGroup
WealthCare Investment Partners, LLC109,765$3.25M1.42%-6,22313F-HRTimeline
Krilogy Financial LLC102,363$3.03M0.2%+7,91213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC98,048$2.9M0.11%-19,44613F-HRTimeline
Sebold Capital Management, Inc.97,514$2.89M1.93%+2,72613F-HRTimeline
Cetera Investment Advisers97,143$2.88M0.01%-10,02413F-HRTimeline
U.S. Capital Wealth Advisors, LLC95,879$2.84M0.09%+5,00213F-HRTimeline
Creative Planningin group Creative Planning95,721$2.83M<0.01%-5,81413F-HRTimelineGroup
Gladstone Institutional Advisory LLC95,583$2.83M0.13%+31,04613F-HRTimeline
New England Capital Financial Advisors …95,525$2.83M1.38%+6,21213F-HRTimeline
Mason & Associates Inc95,437$2.82M0.66%-63,33513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.93,542$2.77M0.14%-1,26213F-HRTimeline
EHRLICH FINANCIAL GROUP88,682$2.62M1.87%+4,49713F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV88,200$2.61M0.59%+4,64813F-HRTimeline
Focus Financial Network, Inc.82,204$2.43M0.1%+3,49613F-HRTimeline
Composition Wealth, LLC81,464$2.41M0.05%new13F-HRTimeline
Prospera Financial Services Inc74,589$2.21M0.05%+32,40213F-HRTimeline
Janney Montgomery Scott LLC72,244$2.14M0.01%-5,78513F-HRTimeline
OLD MISSION CAPITAL LLC67,351$1.99M0.05%-162,42313F-HRTimeline
Quadcap Wealth Management, LLC63,243$1.87M0.28%-11,28313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…62,069$1.84M<0.01%-64,62213F-HRTimelineGroup
Coastline Trust Co59,664$1.77M0.21%-8,10613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC57,630$1.71M<0.01%+13,68913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC52,576$1.56M0.01%-198,49813F-HRTimeline
Sanctuary Advisors, LLC50,548$1.53M0.01%-31,55613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…47,075$1.39M<0.01%+2,24313F-HRTimelineGroup
SoundView Advisors Inc.45,781$1.35M0.56%13F-HRTimeline
United Advisor Group, LLC42,853$1.27M0.25%+12,72413F-HRTimeline
NewEdge Advisors, LLC39,071$1.16M0.01%+40213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC38,430$1.14M0.01%+1,75313F-HRTimelineGroup
Cambridge Investment Research Advisors,…37,554$1.11M<0.01%+3,87313F-HRTimeline
Sheridan Capital Management, LLC37,491$1.11M0.78%+86513F-HRTimeline
Scarborough Advisors, LLC35,734$1.06M0.15%new13F-HRTimeline
CoreCap Advisors, LLC35,262$1.04M0.05%+1,58613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…33,910$1.03M<0.01%+76013F-HRTimelineGroup
Stonebrook Private Inc.30,991$917K0.24%new13F-HRTimeline
FLOW TRADERS U.S. LLC27,884$825K0.03%-94,37113F-HRTimeline
Fortress Wealth Management, Inc.27,416$812K0.39%-13,13313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …27,190$803K0.04%+10813F-HRTimelineGroup
Advisory Services Network, LLC24,248$718K0.01%-28,28613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,715$702K<0.01%+1,79313F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC23,417$693K0.02%+513F-HRTimelineGroup
CAP Partners, LLC23,294$690K0.49%+1,12613F-HRTimeline
FMR LLCin group FMR LLC23,114$684K<0.01%+18,73013F-HRTimelineGroup
Cresset Asset Management, LLC22,393$663K<0.01%+3413F-HRTimeline
CWC Advisors, LLC.22,166$656K0.65%+77413F-HRTimeline
Brand Asset Management Group, Inc.21,904$648K0.26%+1,57613F-HRTimeline
Sigma Planning Corp20,257$600K0.02%-1,81913F-HRTimeline
Redwood Financial Network Corp19,029$563K0.42%+1,68613F-HRTimeline
REDMONT WEALTH ADVISORS LLC18,896$559K0.97%+3413F-HRTimeline
Telos Capital Management, Inc.18,576$550K0.06%+29213F-HRTimeline
Amplius Wealth Advisors, LLC17,765$526K0.05%new13F-HRTimeline
MANAGED ASSET PORTFOLIOS, LLC17,747$525K0.08%+20013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC17,514$518K<0.01%013F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC17,175$508K0.03%013F-HRTimeline
GPS Wealth Strategies Group, LLC17,053$505K0.06%+2,98313F-HRTimeline
Total Clarity Wealth Management, Inc.17,017$504K0.16%-7,77813F-HRTimeline
Nicholas Hoffman & Company, LLC.16,722$495K0.02%new13F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Quantinno Capital Management LP16,654$493K<0.01%013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD14,800$484K0.03%013F-HRTimeline
Koss-Olinger Consulting, LLC15,959$472K0.04%013F-HRTimeline
Valeo Financial Advisors, LLC15,265$452K0.01%-87813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.14,275$423K0.05%-39813F-HRTimeline
Avidian Wealth Enterprises, LLC13,128$389K0.02%new13F-HRTimeline
LaFleur & Godfrey LLC12,897$382K0.05%+1,07013F-HR/ATimeline
MKT Advisors LLC11,860$356K0.16%+1,50613F-HRTimeline
Pure Financial Advisors, LLC11,869$351K0.01%-1,75513F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY11,790$349K0.38%13F-HRTimeline
Snider Financial Group11,618$344K0.11%new13F-HRTimeline
Legacy Financial Advisors, Inc.11,220$332K0.05%+1,31413F-HRTimeline
McAdam, LLC10,923$323K0.02%new13F-HRTimeline
Centurion Wealth Management LLC10,906$323K0.1%+3,73813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,692$316K0.01%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC10,533$312K0.08%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,473$310K<0.01%-17813F-HRTimeline
HRT FINANCIAL LP10,473$310K<0.01%new13F-HRTimeline
Ridgeline Wealth Planning, LLC8,041$238K0.23%13F-HRTimeline
B. Riley Wealth Advisors, Inc.7,763$230K0.01%-5,36813F-HRTimeline
RAM Investment Partners, LLC7,600$225K0.06%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,194$213K0.01%-23613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,138$211K<0.01%+2,27613F-HRTimelineGroup
Jackson Creek Investment Advisors LLC7,115$211K0.06%013F-HRTimeline
Avior Wealth Management, LLC6,414$190K0.01%+1,29413F-HRTimeline
Smithfield Trust Co4,575$136K0.01%013F-HRTimeline
COMERICA BANK4,384$130K<0.01%+23113F-HR/ATimeline
Westside Investment Management, Inc.2,221$65.7K0.01%+10013F-HRTimeline
MAI Capital Management2,170$64.2K<0.01%new13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…2,095$62K0.01%013F-HRTimelineGroup
McClarren Financial Advisors, Inc.1,413$41K0.12%+3713F-HRTimeline
Allworth Financial LP1,264$38.5K<0.01%+3413F-HRTimeline
Bogart Wealth, LLC1,207$35.7K<0.01%-1,03313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,126$33K<0.01%+85613F-HRTimelineGroup
Graney & King, LLC1,087$32.2K0.02%13F-HRTimeline
Medallion Wealth Advisors, LLC1,055$31.2K0.02%13F-HRTimeline
Wingate Wealth Advisors, Inc.950$28.1K0.03%13F-HRTimeline
Abound Wealth Management933$27.6K0.01%+2513F-HRTimeline
Golden State Wealth Management, LLC816$24.2K<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.628$18.6K<0.01%-12513F-HRTimeline
McIlrath & Eck, LLC607$18K<0.01%013F-HRTimeline
Heck Capital Advisors, LLC564$16.7K<0.01%013F-HR/ATimeline
IFP Advisors, Inc436$12.9K<0.01%+313F-HRTimeline
PRIVATE TRUST CO NA415$12.3K<0.01%013F-HRTimeline
Tidemark, LLC238$7.05K<0.01%-61713F-HRTimeline
Principia Wealth Advisory, LLC176$5.21K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC85$2.52K<0.01%new13F-HRTimeline
Brooklyn Investment Group37$1.1K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.34$1.01K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.