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Disclosery

XCEM COLUMBIA ETF TR II

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EM CORE EX ETF (fund)

168 managers (168 13F filers) reported a position in XCEM shares at 2025-06-30, 26,405,385 shares in all. 16 filers opened a position and 15 filers sold out during the quarter.

Managers
168
13F filers
168
New
16
Added
63
Reduced
69
Sold out
15
Shares held by filers
26,405,385

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY2,841,783$97.1M0.01%-689,51113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,817,275$96.3M0.01%+45,04113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,604,767$54.9M0.04%+1,056,91113F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,319,497$45.1M0.63%+453,03713F-HRTimelineGroup
LPL Financial LLC989,110$33.8M0.01%-254,12613F-HRTimeline
Marotta Asset Management876,654$30M6.01%+8,55013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC856,800$29.3M0.01%-15,56213F-HRTimelineGroup
Flaharty Asset Management, LLC800,012$27.3M3.74%+20,07113F-HR/ATimeline
O'Brien Wealth Partners LLC747,975$25.6M4.01%+247,75013F-HRTimeline
Hennion & Walsh Asset Management, Inc.649,375$22.2M0.9%+7,58013F-HRTimeline
MA Private Wealth575,267$19.7M3.52%-130,81913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC571,374$19.5M0.03%-66,26513F-HRTimeline
Prism Advisors, Inc.553,088$18.9M5.38%-240,55113F-HRTimeline
UBS Group AGin group UBS Group AG481,609$16.5M<0.01%-27,26013F-HRTimelineGroup
SYON CAPITAL LLC451,576$15.4M1.02%+36,97213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC449,478$15.4M0.03%-22,79413F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC410,990$14M0.08%-200,03513F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP406,326$13.9M0.56%-153,31113F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV324,394$11.1M1.54%-1,77513F-HRTimeline
CENTRAL TRUST Co306,581$10.5M0.24%+3,96113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC291,840$9.98M<0.01%+240,53613F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS246,547$8.43M0.31%-67,26013F-HRTimelineGroup
O'Dell Group, LLC243,700$8.33M2.08%-2,81113F-HRTimeline
Savvy Advisors, Inc.236,697$8.09M0.54%-4,91913F-HRTimeline
McKinley Carter Wealth Services, Inc.233,358$7.98M0.44%+123,57413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC229,428$7.84M0.01%-254,73713F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co213,074$7.28M0.43%-2,82313F-HRTimeline
HighTower Advisors, LLC197,700$6.76M0.01%-7,62213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …191,962$6.56M0.15%+5,46313F-HRTimelineGroup
Richard P Slaughter Associates Inc190,789$6.52M1.33%+9,19213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth186,594$6.38M0.01%+9,36613F-HRTimelineGroup
Breakwater Capital Group183,340$6.27M1.02%-23,55913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP177,693$6.07M0.01%+43,87713F-HRTimelineGroup
KWB Wealth204,916$6.05M0.74%-67,77813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.175,053$5.98M0.01%-28213F-HR/ATimelineGroup
AlphaCore Capital LLC174,300$5.96M0.23%+3,27713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.168,346$5.75M0.26%+54,58813F-HRTimeline
Aptus Capital Advisors, LLC165,093$5.64M0.06%+4,87013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC165,093$5.64M0.4%+4,87013F-HRTimeline
Bleakley Financial Group, LLC162,735$5.56M0.14%+11,91413F-HRTimeline
Highland Financial Advisors, LLC154,485$5.28M1.69%-6,57613F-HRTimeline
Private Advisor Group, LLC149,448$5.11M0.03%-15,03113F-HRTimeline
Nelson Capital Management, LLC145,076$4.96M0.66%new13F-HRTimeline
D.A. DAVIDSON & CO.132,466$4.53M0.03%-20,12013F-HRTimeline
FINANCIAL LIFE ADVISORS127,507$4.36M1.49%+3,44313F-HRTimeline
Gladstone Institutional Advisory LLC126,097$4.31M0.18%+18,92313F-HRTimeline
Cetera Investment Advisers123,498$4.22M0.01%+60713F-HRTimeline
Krilogy Financial LLC123,229$4.21M0.24%+2,55613F-HRTimeline
Total Clarity Wealth Management, Inc.116,885$4M1.14%+99,86813F-HRTimeline
ARQ WEALTH ADVISORS, LLC132,419$3.91M1.34%013F-HRTimeline
New England Capital Financial Advisors …105,190$3.6M1.65%+71113F-HRTimeline
Vertex Planning Partners, LLC99,846$3.41M0.71%-19713F-HRTimeline
Sebold Capital Management, Inc.99,601$3.4M2.1%-4,44713F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV98,857$3.38M0.68%+2,89713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC95,127$3.25M<0.01%+60,27513F-HRTimelineGroup
Mason & Associates Inc90,514$3.09M0.71%+2,52813F-HRTimeline
Focus Financial Network, Inc.90,278$3.09M0.12%+2,98013F-HRTimeline
Creative Planningin group Creative Planning89,987$3.08M<0.01%-31713F-HRTimelineGroup
WATERSHED PRIVATE WEALTH LLC80,351$2.75M1%-77,00913F-HRTimeline
Prospera Financial Services Inc80,028$2.74M0.05%+2,35813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC79,226$2.71M0.1%-2,14713F-HRTimeline
Janney Montgomery Scott LLC76,118$2.6M0.01%-2,91213F-HRTimeline
U.S. Capital Wealth Advisors, LLC71,429$2.44M0.07%-36,10013F-HRTimeline
WealthCare Investment Partners, LLC66,231$2.3M0.83%-24,03413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…66,318$2.27M<0.01%+12,09513F-HR/ATimelineGroup
Quadcap Wealth Management, LLC58,138$1.99M0.25%+2,31813F-HRTimeline
United Advisor Group, LLC55,478$1.9M0.33%+8,91413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN55,107$1.88M<0.01%+10,55713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC54,742$1.87M0.01%+15,62613F-HRTimelineGroup
CWM, LLCin group CWM, LLC54,532$1.86M0.01%-40,78813F-HRTimelineGroup
EASTERN BANK53,748$1.84M0.03%-7,35013F-HRTimeline
Northwest Capital Management Inc51,145$1.75M0.95%-44,17513F-HRTimeline
SoundView Advisors Inc.47,542$1.62M0.6%+43113F-HRTimeline
Belpointe Asset Management LLC45,048$1.54M0.06%new13F-HRTimeline
Fortis Capital Advisors, LLC45,048$1.54M0.28%new13F-HRTimeline
NewEdge Advisors, LLC43,625$1.49M0.01%+2,90513F-HRTimeline
Scarborough Advisors, LLC39,424$1.35M0.27%+3,94013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …37,554$1.32M0.05%+1,61313F-HRTimelineGroup
Merit Financial Group, LLC36,694$1.25M0.01%-6,58113F-HRTimeline
Legacy Financial Advisors, Inc.34,455$1.18M0.18%+19,34213F-HRTimeline
CoreCap Advisors, LLC34,365$1.17M0.05%-90013F-HRTimeline
Cypress Wealth Services, LLC33,109$1.13M0.2%-143,08413F-HRTimeline
Coastline Trust Co31,276$1.07M0.12%-1,16313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sanctuary Advisors, LLC30,566$1.04M0.01%-16,56213F-HRTimeline
Sigma Planning Corp30,484$1.04M0.03%+6,81613F-HRTimeline
CWC Advisors, LLC.28,898$988K0.51%+2,15213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO27,362$935K<0.01%-224,22513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC26,256$897K0.02%+5,23113F-HRTimeline
Nicholas Hoffman & Company, LLC.25,685$878K0.02%+8,96313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,467$870K<0.01%-273,67913F-HRTimelineGroup
Composition Wealth, LLC24,589$840K0.01%-6,29813F-HRTimeline
Farther Finance Advisors, LLC22,425$766K0.02%-88,85813F-HRTimeline
Cresset Asset Management, LLC22,393$765K<0.01%013F-HR/ATimeline
Brand Asset Management Group, Inc.21,904$749K0.28%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC21,147$723K0.02%-60013F-HRTimelineGroup
Telos Capital Management, Inc.21,058$720K0.07%-1,47413F-HRTimeline
GPS Wealth Strategies Group, LLC20,294$694K0.08%+3,72713F-HRTimeline
Advisory Services Network, LLC20,006$682K0.01%-2,66113F-HRTimeline
Redwood Financial Network Corp19,738$675K0.46%+65613F-HRTimeline
MANAGED ASSET PORTFOLIOS, LLC19,303$660K0.09%+2,37513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.19,277$659K<0.01%-12613F-HRTimelineGroup
REDMONT WEALTH ADVISORS LLC19,222$657K0.96%+32613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…18,510$633K<0.01%+3,25413F-HR/ATimelineGroup
McIlrath & Eck, LLC18,168$621K0.07%+15,26413F-HRTimeline
FMR LLCin group FMR LLC18,049$617K<0.01%-2,01813F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC17,514$599K<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC17,264$590K<0.01%-129,21913F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC17,175$587K0.03%013F-HRTimeline
GTS SECURITIES LLC16,185$553K0.02%new13F-HRTimeline
RFG Advisory, LLC15,685$536K0.01%new13F-HRTimeline
Snider Financial Group15,564$532K0.15%+1,27513F-HRTimeline
GW HENSSLER & ASSOCIATES LTD14,800$506K0.03%013F-HRTimeline
Koss-Olinger Consulting, LLC14,091$482K0.04%-37913F-HRTimeline
Amplius Wealth Advisors, LLC13,467$460K0.04%-9,72313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.12,908$441K<0.01%+1,48713F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY12,893$441K0.39%+27013F-HRTimeline
LaFleur & Godfrey LLC12,867$440K0.05%-9513F-HRTimeline
Pure Financial Advisors, LLC11,058$378K0.01%-69913F-HRTimeline
ONE Advisory Partners, LLC10,842$378K0.13%-132,30013F-HRTimeline
OLD MISSION CAPITAL LLC9,993$342K0.01%-546,17713F-HRTimeline
Cambridge Investment Research Advisors,…9,904$339K<0.01%+18513F-HRTimeline
Pacific Sage Partners, LLC9,093$311K0.06%+1,70613F-HRTimeline
Compound Planning, Inc.8,801$301K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,715$298K0.01%+1,57713F-HRTimelineGroup
McAdam, LLC8,588$294K0.02%-3,83513F-HRTimeline
BSW Wealth Partners8,278$283K0.04%+41613F-HRTimeline
EHRLICH FINANCIAL GROUP8,150$279K0.18%-94,72213F-HRTimeline
Fortress Wealth Management, Inc.8,142$278K0.13%-9,07213F-HRTimeline
WESCAP Management Group, Inc.7,947$272K0.06%new13F-HRTimeline
Qube Research & Technologies Ltd7,942$271K<0.01%+78513F-HRTimeline
MML INVESTORS SERVICES, LLC7,418$254K<0.01%-1,85313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,431$254K0.01%-31613F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE6,845$234K0.04%-38813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,670$228K<0.01%-6,77213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,636$227K<0.01%-39,00113F-HR/ATimelineGroup
Smithfield Trust Co6,475$220K0.01%+90013F-HRTimeline
Avior Wealth Management, LLC6,414$219K0.01%new13F-HRTimeline
Larson Financial Group LLC6,111$209K0.01%-81213F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC5,136$176K0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,753$162K<0.01%new13F-HRTimelineGroup
Westside Investment Management, Inc.4,724$161K0.03%+6513F-HRTimeline
Essential Partners LLC4,525$155K0.06%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,783$129K0.01%new13F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.3,639$124K0.02%013F-HRTimeline
COMERICA BANK2,913$99.6K<0.01%-1,40113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,542$86.9K0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.1,816$62.1K0.02%013F-HRTimeline
MAI Capital Management1,751$59.9K<0.01%-41913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,623$56.8K0.02%new13F-HRTimeline
ALERUS FINANCIAL NA1,337$45.7K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,320$45.1K<0.01%new13F-HRTimelineGroup
Allworth Financial LP1,264$43.2K<0.01%013F-HRTimeline
Graney & King, LLC1,087$37.2K0.02%013F-HRTimeline
Arax Advisory Partners1,072$36.6K<0.01%-7,81813F-HRTimeline
Medallion Wealth Advisors, LLC1,055$36.1K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.999$34.1K<0.01%+6713F-HRTimeline
Bogart Wealth, LLC900$30.8K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC816$27.9K<0.01%013F-HRTimeline
Stone House Investment Management, LLC660$22.6K<0.01%-6,68413F-HRTimeline
PRIVATE TRUST CO NA610$20.9K<0.01%+19513F-HRTimeline
Abound Wealth Management509$17.4K<0.01%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…125$4K<0.01%013F-HRTimelineGroup
Tidemark, LLC108$3.7K<0.01%-13013F-HRTimeline
IFP Advisors, Inc103$3.53K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC84$2.87K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.34$1.16K<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.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.