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Disclosery

XCEM COLUMBIA ETF TR II

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EM CORE EX ETF (fund)

166 managers (166 13F filers) reported a position in XCEM shares at 2025-03-31, 28,009,553 shares in all. 15 filers opened a position and 13 filers sold out during the quarter.

Managers
166
13F filers
166
New
15
Added
64
Reduced
63
Sold out
13
Shares held by filers
28,009,553

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY3,531,294$104M0.01%-217,27313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,772,234$81.9M0.01%-1,186,36813F-HRTimelineGroup
LPL Financial LLC1,243,236$36.7M0.01%-242,84413F-HRTimeline
Marotta Asset Management868,104$28.4M5.57%-5,94013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC872,362$25.8M0.01%+84,06413F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…866,460$25.6M0.46%+442,07813F-HRTimelineGroup
Prism Advisors, Inc.793,639$23.4M7.21%+17,63213F-HRTimeline
Flaharty Asset Management, LLC779,941$23M3.32%+288,56413F-HRTimeline
MA Private Wealth706,086$20.9M3.92%-68,07213F-HRTimeline
Hennion & Walsh Asset Management, Inc.641,795$19M0.84%+72,69613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC637,639$18.8M0.03%+13,37913F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC611,025$18M0.1%+34013F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP559,637$16.5M0.28%+406,32513F-HRTimeline
OLD MISSION CAPITAL LLC556,170$16.4M0.32%+488,81913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…547,856$16.2M0.01%-92,37513F-HRTimelineGroup
UBS Group AGin group UBS Group AG508,869$15M<0.01%-66,71913F-HRTimelineGroup
O'Brien Wealth Partners LLC500,225$14.8M2.75%-221,54013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC484,165$14.3M0.03%+175,72313F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC472,272$13.9M0.03%-9,75113F-HRTimelineGroup
SYON CAPITAL LLC414,604$12.2M1%+5,93213F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV326,169$9.63M1.48%+39,49613F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS313,807$9.27M0.38%-131,97013F-HRTimelineGroup
CENTRAL TRUST Co302,620$8.94M0.22%-4,82213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…299,146$8.84M0.01%+237,07713F-HRTimelineGroup
KWB Wealth272,694$8.07M0.97%+41,38313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO251,587$7.43M<0.01%-58,97113F-HRTimelineGroup
O'Dell Group, LLC246,511$7.28M1.89%-4,35713F-HRTimeline
Savvy Advisors, Inc.241,616$7.14M0.72%+116,62013F-HRTimeline
Pine Valley Investments Ltd Liability Co215,897$6.38M0.41%+14,91213F-HRTimeline
Breakwater Capital Group206,899$6.11M1.09%+1,69213F-HRTimeline
HighTower Advisors, LLC205,322$6.06M0.01%-8,34113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …186,499$5.51M0.15%+48,76313F-HRTimelineGroup
Richard P Slaughter Associates Inc181,597$5.36M1.25%-451,16813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth177,228$5.23M0.01%-3,34413F-HR/ATimelineGroup
Cypress Wealth Services, LLC176,193$5.2M1.06%+2,22513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.175,335$5.18M0.01%+25,79013F-HRTimelineGroup
AlphaCore Capital LLC171,023$5.05M0.43%new13F-HRTimeline
Private Advisor Group, LLC164,479$4.86M0.03%-22,69613F-HRTimeline
Highland Financial Advisors, LLC161,061$4.76M1.7%+9,11713F-HRTimeline
Aptus Capital Advisors, LLC160,223$4.73M0.05%-9,47613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC160,223$4.73M0.38%-9,47613F-HRTimeline
Buttonwood Financial Group, LLC166,458$4.65M2.73%-47,13213F-HRTimeline
WATERSHED PRIVATE WEALTH LLC157,360$4.65M1.86%-47,98413F-HRTimeline
D.A. DAVIDSON & CO.152,586$4.51M0.04%+7,39513F-HRTimeline
Bleakley Financial Group, LLC150,821$4.45M0.14%+7,03413F-HRTimeline
Mariner, LLCin group Mariner, LLC146,483$4.33M0.01%-24,88313F-HRTimelineGroup
ONE Advisory Partners, LLC143,142$4.23M1.81%-44,11013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP133,816$3.95M<0.01%+19,17713F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC132,419$3.91M1.45%-11,82713F-HRTimeline
FINANCIAL LIFE ADVISORS124,064$3.66M1.37%new13F-HRTimeline
Cetera Investment Advisers122,891$3.63M0.01%+25,74813F-HRTimeline
Krilogy Financial LLC120,673$3.56M0.23%+18,31013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.113,758$3.36M0.17%+20,21613F-HRTimeline
Farther Finance Advisors, LLC111,283$3.31M0.08%+111,19813F-HRTimeline
McKinley Carter Wealth Services, Inc.109,784$3.24M0.2%-41,41313F-HRTimeline
U.S. Capital Wealth Advisors, LLC107,529$3.18M0.1%+11,65013F-HRTimeline
Gladstone Institutional Advisory LLC107,174$3.17M0.15%+11,59113F-HRTimeline
New England Capital Financial Advisors …104,479$3.09M1.57%+8,95413F-HRTimeline
Sebold Capital Management, Inc.104,048$3.07M2.02%+6,53413F-HRTimeline
EHRLICH FINANCIAL GROUP102,872$3.04M2.21%+14,19013F-HRTimeline
Vertex Planning Partners, LLC100,043$2.95M0.64%-57,69313F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV95,960$2.83M0.63%+7,76013F-HRTimeline
Northwest Capital Management Inc95,320$2.82M1.16%-19,71513F-HRTimeline
CWM, LLCin group CWM, LLC95,320$2.81M0.01%-19,71513F-HRTimelineGroup
Creative Planningin group Creative Planning90,304$2.67M<0.01%-5,41713F-HRTimelineGroup
WealthCare Investment Partners, LLC90,265$2.62M1.11%-19,50013F-HRTimeline
Mason & Associates Inc87,986$2.6M0.65%-7,45113F-HRTimeline
Focus Financial Network, Inc.87,298$2.58M0.11%+5,09413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC81,373$2.4M0.09%-16,67513F-HRTimeline
Janney Montgomery Scott LLC79,030$2.33M0.01%+6,78613F-HRTimeline
Prospera Financial Services Inc77,670$2.29M0.05%+3,08113F-HRTimeline
Advisor Resource Council77,169$2.28M0.18%new13F-HRTimeline
EASTERN BANK61,098$1.8M0.04%-403,74513F-HRTimeline
Quadcap Wealth Management, LLC55,820$1.65M0.24%-7,42313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…54,223$1.6M<0.01%+7,14813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC51,304$1.52M<0.01%-6,32613F-HRTimelineGroup
Sanctuary Advisors, LLC47,128$1.39M0.01%-3,42013F-HRTimeline
SoundView Advisors Inc.47,111$1.39M0.57%+1,33013F-HRTimeline
United Advisor Group, LLC46,564$1.38M0.28%+3,71113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA45,637$1.35M<0.01%+44,51113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN44,550$1.32M<0.01%-151,10713F-HRTimelineGroup
Merit Financial Group, LLC43,275$1.28M0.02%-72,85213F-HRTimeline
NewEdge Advisors, LLC40,720$1.2M0.01%+1,64913F-HRTimeline
Sheridan Capital Management, LLC39,380$1.16M0.85%+1,88913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC39,116$1.16M0.01%+68613F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …35,941$1.09M0.07%+8,75113F-HRTimelineGroup
Scarborough Advisors, LLC35,484$1.05M0.15%-25013F-HRTimeline
CoreCap Advisors, LLC35,265$1.04M0.05%+313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,852$1.03M<0.01%+11,13713F-HRTimelineGroup
Coastline Trust Co32,439$958K0.12%-27,22513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Composition Wealth, LLC30,887$912K0.02%-50,57713F-HRTimeline
CWC Advisors, LLC.26,746$790K0.45%+4,58013F-HRTimeline
Sigma Planning Corp23,668$699K0.02%+3,41113F-HRTimeline
Amplius Wealth Advisors, LLC23,190$685K0.07%+5,42513F-HRTimeline
Advisory Services Network, LLC22,667$669K0.01%-1,58113F-HRTimeline
Telos Capital Management, Inc.22,532$665K0.07%+3,95613F-HRTimeline
Cresset Asset Management, LLC22,393$661K<0.01%013F-HRTimeline
Brand Asset Management Group, Inc.21,904$647K0.27%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC21,747$642K0.02%-1,67013F-HRTimelineGroup
CAP Partners, LLC21,714$641K0.47%-1,58013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC21,025$621K0.02%+10,33313F-HRTimeline
FMR LLCin group FMR LLC20,067$593K<0.01%-3,04713F-HRTimelineGroup
Redwood Financial Network Corp19,082$564K0.43%+5313F-HRTimeline
REDMONT WEALTH ADVISORS LLC18,896$558K1.09%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.19,403$518K<0.01%-321,40313F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC17,514$517K<0.01%013F-HRTimelineGroup
Fortress Wealth Management, Inc.17,214$508K0.26%-10,20213F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC17,175$507K0.04%013F-HRTimeline
Total Clarity Wealth Management, Inc.17,017$504K0.16%013F-HRTimeline
MANAGED ASSET PORTFOLIOS, LLC16,928$500K0.07%-81913F-HRTimeline
Nicholas Hoffman & Company, LLC.16,722$494K0.02%013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
GPS Wealth Strategies Group, LLC16,567$489K0.07%-48613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…15,256$482K<0.01%-18,65413F-HR/ATimelineGroup
Legacy Financial Advisors, Inc.15,113$446K0.07%+3,89313F-HRTimeline
GW HENSSLER & ASSOCIATES LTD14,800$437K0.03%013F-HR/ATimeline
Koss-Olinger Consulting, LLC14,470$427K0.04%-1,48913F-HRTimeline
Snider Financial Group14,289$422K0.14%+2,67113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,442$397K<0.01%new13F-HRTimelineGroup
LaFleur & Godfrey LLC12,962$383K0.05%+6513F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY12,623$373K0.38%+83313F-HRTimeline
McAdam, LLC12,423$367K0.02%+1,50013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,806$349K<0.01%new13F-HR/ATimelineGroup
Pure Financial Advisors, LLC11,757$347K0.01%-11213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,421$337K<0.01%+94813F-HRTimeline
Centurion Wealth Management LLC10,906$323K0.1%013F-HRTimeline
Legacy Capital Wealth Partners, LLC10,533$311K0.08%013F-HRTimeline
Cambridge Investment Research Advisors,…9,719$287K<0.01%-27,83513F-HRTimeline
MKT Advisors LLC10,380$282K0.13%-1,48013F-HRTimeline
MML INVESTORS SERVICES, LLC9,271$274K<0.01%-43,30513F-HRTimeline
Arax Advisory Partners8,890$263K0.02%new13F-HRTimeline
BSW Wealth Partners7,862$232K0.04%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,747$229K0.01%+55313F-HRTimeline
RAM Investment Partners, LLC7,600$224K0.06%013F-HRTimeline
Pacific Sage Partners, LLC7,387$218K0.05%new13F-HRTimeline
Stone House Investment Management, LLC7,344$217K0.04%new13F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE7,233$214K0.04%13F-HRTimeline
Qube Research & Technologies Ltd7,157$211K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,138$211K<0.01%013F-HRTimelineGroup
Tennessee Valley Asset Management Partn…7,030$208K0.03%-140,05013F-HRTimeline
Larson Financial Group LLC6,923$204K0.01%new13F-HRTimeline
Smithfield Trust Co5,575$166K0.01%+1,00013F-HRTimeline
Westside Investment Management, Inc.4,659$138K0.03%+2,43813F-HRTimeline
COMERICA BANK4,314$127K<0.01%-7013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.3,639$107K0.01%-10,63613F-HRTimeline
McIlrath & Eck, LLC2,904$85.8K0.01%+2,29713F-HRTimeline
Greykasell Wealth Strategies, Inc.2,251$66.5K0.04%new13F-HRTimeline
MAI Capital Management2,170$64.1K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.1,816$53.6K0.02%new13F-HRTimeline
McClarren Financial Advisors, Inc.1,413$41K0.03%013F-HRTimeline
Allworth Financial LP1,264$37.9K<0.01%013F-HRTimeline
Graney & King, LLC1,087$32.1K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC1,055$31.4K0.01%013F-HRTimeline
Kiker Wealth Management, LLC950$28.1K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.932$27.5K<0.01%+30413F-HRTimeline
Bogart Wealth, LLC900$26.6K<0.01%-30713F-HRTimeline
Golden State Wealth Management, LLC816$24.1K<0.01%013F-HR/ATimeline
Heck Capital Advisors, LLC564$16.7K<0.01%013F-HRTimeline
Abound Wealth Management509$15K0.01%-42413F-HRTimeline
PRIVATE TRUST CO NA415$12.3K<0.01%013F-HRTimeline
Tidemark, LLC238$7.04K<0.01%013F-HRTimeline
Beacon Capital Management, LLC169$4.99K<0.01%new13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…125$4K<0.01%-1,97013F-HRTimelineGroup
IFP Advisors, Inc103$3.05K<0.01%-33313F-HRTimeline
Principia Wealth Advisory, LLC84$2.4K<0.01%-9213F-HRTimeline
DHJJ Financial Advisors, Ltd.34$1K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.