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Disclosery

XCEM COLUMBIA ETF TR II

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EM CORE EX ETF (fund)

170 managers (171 13F filers) reported a position in XCEM shares at 2025-09-30, 27,444,396 shares in all. 15 filers opened a position and 9 filers sold out during the quarter.

Managers
170
13F filers
171
New
15
Added
67
Reduced
63
Sold out
9
Shares held by filers
27,444,396

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,049,335$111M0.01%+232,06013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,861,951$104M0.01%+20,16813F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,629,287$59.2M0.04%+24,52013F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,421,095$51.6M0.62%+101,59813F-HRTimelineGroup
LPL Financial LLC961,176$34.9M0.01%-27,93413F-HRTimeline
Marotta Asset Management885,909$32.4M6.1%+9,25513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC875,559$31.8M0.01%+18,75913F-HRTimelineGroup
Flaharty Asset Management, LLC799,108$29M3.69%-90413F-HRTimeline
O'Brien Wealth Partners LLC742,857$27M3.66%-5,11813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV742,036$27M0.04%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC723,252$26.3M0.03%+151,87813F-HRTimeline
Hennion & Walsh Asset Management, Inc.666,899$24.2M0.88%+17,52413F-HRTimeline
MA Private Wealth574,670$20.9M3.51%-59713F-HRTimeline
Prism Advisors, Inc.528,495$19.2M5.19%-24,59313F-HRTimeline
UBS Group AGin group UBS Group AG439,573$16M<0.01%-42,03613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC432,949$15.7M0.03%-16,52913F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC410,990$14.9M0.08%013F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP406,326$14.8M0.59%013F-HRTimeline
SYON CAPITAL LLC344,929$12.5M0.67%-106,64713F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV329,456$12M1.54%+5,06213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC306,032$11.1M<0.01%+14,19213F-HRTimelineGroup
CENTRAL TRUST Co296,548$10.8M0.23%-10,03313F-HRTimeline
Savvy Advisors, Inc.293,899$10.7M0.49%+57,20213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC250,973$9.12M0.01%+244,30313F-HRTimelineGroup
O'Dell Group, LLC250,404$9.1M1.95%+6,70413F-HRTimeline
McKinley Carter Wealth Services, Inc.230,443$8.37M0.44%-2,91513F-HRTimeline
Pine Valley Investments Ltd Liability Co220,438$8.01M0.42%+7,36413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …199,634$7.25M0.15%+7,67213F-HRTimelineGroup
HighTower Advisors, LLC195,784$7.11M0.01%-1,91613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding192,402$7M+5,808Timeline
Richard P Slaughter Associates Inc185,524$6.74M1.45%-5,26513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP179,537$6.52M0.01%+1,84413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.180,878$6.41M0.01%+5,82513F-HRTimelineGroup
AlphaCore Capital LLC176,299$6.4M0.22%+1,99913F-HRTimeline
Breakwater Capital Group171,347$6.23M0.92%-11,99313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.170,086$6.18M0.26%+1,74013F-HRTimeline
Aptus Capital Advisors, LLC169,130$6.14M0.06%+4,03713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC169,130$6.14M0.4%+4,03713F-HRTimeline
Highland Financial Advisors, LLC162,962$5.92M1.7%+8,47713F-HRTimeline
Bleakley Financial Group, LLC160,111$5.82M0.13%-2,62413F-HRTimeline
Private Advisor Group, LLC155,545$5.65M0.03%+6,09713F-HRTimeline
Nelson Capital Management, LLC150,340$5.46M0.65%+5,26413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS147,643$5.36M0.2%-98,90413F-HRTimelineGroup
Cetera Investment Advisers142,314$5.17M0.01%+18,81613F-HRTimeline
Krilogy Financial LLC132,751$5.12M0.19%+9,52213F-HRTimeline
Gladstone Institutional Advisory LLC131,358$4.77M0.18%+5,26113F-HRTimeline
D.A. DAVIDSON & CO.126,141$4.58M0.03%-6,32513F-HRTimeline
Total Clarity Wealth Management, Inc.122,283$4.44M1.18%+5,39813F-HRTimeline
ARQ WEALTH ADVISORS, LLC120,366$4.37M1.29%-12,05313F-HRTimeline
OLD MISSION CAPITAL LLC106,783$3.88M0.14%+96,79013F-HRTimeline
New England Capital Financial Advisors …105,654$3.84M1.63%+46413F-HRTimeline
FINANCIAL LIFE ADVISORS103,191$3.75M1.2%-24,31613F-HRTimeline
Vertex Planning Partners, LLC102,624$3.73M0.72%+2,77813F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV98,807$3.61M0.68%-5013F-HRTimeline
Mason & Associates Inc93,820$3.41M0.69%+3,30613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC93,756$3.41M<0.01%-1,37113F-HRTimelineGroup
Creative Planningin group Creative Planning90,199$3.28M<0.01%+21213F-HRTimelineGroup
Focus Financial Network, Inc.89,005$3.23M0.12%-1,27313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…85,016$3.09M0.01%+18,69813F-HRTimelineGroup
Fortitude Financial, LLC84,105$3.06M2.51%new13F-HRTimeline
Prospera Financial Services Inc79,796$2.9M0.05%-23213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN77,326$2.81M<0.01%+22,21913F-HRTimelineGroup
Janney Montgomery Scott LLC77,088$2.8M0.01%+97013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC70,986$2.58M0.81%-9,36513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC63,766$2.32M0.08%-15,46013F-HRTimeline
Quadcap Wealth Management, LLC58,135$2.11M0.25%-313F-HRTimeline
United Advisor Group, LLC57,475$2.09M0.28%+1,99713F-HRTimeline
WealthCare Investment Partners, LLC54,577$1.99M0.65%-11,65413F-HRTimeline
SoundView Advisors Inc.53,030$1.93M0.66%+5,48813F-HRTimeline
EASTERN BANK50,942$1.85M0.03%-2,80613F-HRTimeline
CWM, LLCin group CWM, LLC48,589$1.76M0.01%-5,94313F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …43,982$1.71M0.06%+6,42813F-HRTimelineGroup
Belpointe Asset Management LLC45,216$1.64M0.06%+16813F-HRTimeline
Fortis Capital Advisors, LLC45,216$1.64M0.26%+16813F-HRTimeline
NewEdge Advisors, LLC44,994$1.63M0.01%+1,36913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC43,748$1.59M0.01%-10,99413F-HRTimelineGroup
Northwest Capital Management Inc42,175$1.53M1.61%-8,97013F-HRTimeline
Sheridan Capital Management, LLC40,997$1.49M0.79%new13F-HRTimeline
Scarborough Advisors, LLC39,517$1.44M0.25%+9313F-HRTimeline
Cambridge Investment Research Advisors,…35,593$1.29M<0.01%+25,68913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.34,678$1.26M<0.01%+15,40113F-HRTimelineGroup
CoreCap Advisors, LLC33,730$1.23M0.04%-63513F-HRTimeline
Legacy Financial Advisors, Inc.33,335$1.21M0.17%-1,12013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC32,069$1.17M0.03%+5,81313F-HRTimeline
Sigma Planning Corp30,975$1.13M0.03%+49113F-HRTimeline
Merit Financial Group, LLC30,812$1.12M0.01%-5,88213F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP30,212$1.1M<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC29,621$1.08M0.01%-94513F-HR/ATimeline
CWC Advisors, LLC.29,374$1.07M0.52%+47613F-HRTimeline
U.S. Capital Wealth Advisors, LLC29,064$1.06M0.03%-42,36513F-HRTimeline
Cypress Wealth Services, LLC27,706$1.01M0.16%-5,40313F-HRTimeline
Coastline Trust Co27,063$983K0.11%-4,21313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GPS Wealth Strategies Group, LLC26,475$962K0.1%+6,18113F-HRTimeline
Nicholas Hoffman & Company, LLC.26,378$958K0.02%+69313F-HRTimeline
Redwood Financial Network Corp25,523$927K0.59%+5,78513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,506$927K<0.01%+3913F-HRTimelineGroup
Brand Asset Management Group, Inc.25,361$921K0.26%+3,45713F-HRTimeline
Composition Wealth, LLC24,520$891K0.01%-6913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,690$824K<0.01%-4,67213F-HR/ATimelineGroup
Cresset Asset Management, LLC22,393$814K<0.01%013F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC21,152$768K0.02%+513F-HRTimelineGroup
Telos Capital Management, Inc.20,822$756K0.07%-23613F-HRTimeline
MANAGED ASSET PORTFOLIOS, LLC20,340$739K0.09%+1,03713F-HRTimeline
Advisory Services Network, LLC19,915$724K0.01%-9113F-HRTimeline
REDMONT WEALTH ADVISORS LLC19,222$698K0.97%013F-HRTimeline
FMR LLCin group FMR LLC18,565$674K<0.01%+51613F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC17,514$636K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC17,482$635K0.07%-68613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC17,175$624K0.04%013F-HRTimeline
RFG Advisory, LLC17,033$619K0.01%+1,34813F-HRTimeline
Mariner, LLCin group Mariner, LLC16,738$608K<0.01%-52613F-HRTimelineGroup
Farther Finance Advisors, LLC15,905$578K0.01%-6,52013F-HRTimeline
Amplius Wealth Advisors, LLC15,371$558K0.05%+1,90413F-HRTimeline
Snider Financial Group15,045$547K0.15%-51913F-HRTimeline
GW HENSSLER & ASSOCIATES LTD14,800$538K0.03%013F-HRTimeline
Koss-Olinger Consulting, LLC15,518$530K0.04%+1,42713F-HRTimeline
LaFleur & Godfrey LLC13,895$505K0.06%+1,02813F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY12,958$471K0.35%+6513F-HRTimeline
Cornerstone Wealth Management, LLC12,947$470K0.03%new13F-HRTimeline
Pure Financial Advisors, LLC10,703$389K0.01%-35513F-HRTimeline
WESCAP Management Group, Inc.10,322$375K0.08%+2,37513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,861$358K0.01%+6,07813F-HRTimelineGroup
Pacific Sage Partners, LLC9,668$351K0.06%+57513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,931$324K<0.01%new13F-HRTimelineGroup
ONE Advisory Partners, LLC8,506$315K0.1%-2,33613F-HRTimeline
McAdam, LLC8,586$312K0.02%-213F-HRTimeline
Qube Research & Technologies Ltd8,523$310K<0.01%+58113F-HRTimeline
BSW Wealth Partners8,278$301K0.04%013F-HRTimeline
EHRLICH FINANCIAL GROUP7,999$291K0.17%-15113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,591$276K<0.01%new13F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP7,426$270K0.01%-513F-HRTimeline
&PARTNERS6,875$250K<0.01%new13F-HRTimeline
Ridgeline Wealth Planning, LLC6,601$240K0.18%new13F-HRTimeline
GTS SECURITIES LLC6,501$236K0.01%-9,68413F-HRTimeline
Smithfield Trust Co6,475$236K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,483$236K<0.01%-2,23213F-HRTimelineGroup
Avior Wealth Management, LLC6,414$233K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC6,124$222K<0.01%-1,29413F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE6,022$219K0.03%-82313F-HRTimeline
Fortress Wealth Management, Inc.5,906$215K0.1%-2,23613F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC5,136$187K0.01%013F-HRTimeline
Navigoe, LLC4,683$170K0.11%new13F-HRTimeline
Westside Investment Management, Inc.4,624$168K0.03%-10013F-HRTimeline
Essential Partners LLC4,525$164K0.05%013F-HRTimeline
Sunbelt Securities, Inc.3,200$116K0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp2,762$106K0.15%13F-HR/ATimeline
COMERICA BANK2,846$103K<0.01%-6713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,432$88.4K0.01%-11013F-HRTimeline
Pinnacle Bancorp, Inc.1,816$66K0.02%013F-HRTimeline
MAI Capital Management1,751$63.6K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC1,636$59.4K0.02%+58113F-HRTimeline
HARBOUR INVESTMENTS, INC.1,600$58.1K<0.01%+60113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,273$46K<0.01%-5,36313F-HRTimelineGroup
Allworth Financial LP1,264$45.9K<0.01%013F-HRTimeline
Battery Global Advisors, LLC1,235$44.9K0.02%new13F-HRTimeline
Graney & King, LLC1,087$39.5K0.03%013F-HRTimeline
Larson Financial Group LLC910$33.1K<0.01%-5,20113F-HRTimeline
Bogart Wealth, LLC900$32.7K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA775$28.2K<0.01%-56213F-HRTimeline
Stone House Investment Management, LLC660$24K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…600$22.8K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA610$22.2K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC556$20.2K<0.01%-26013F-HRTimeline
Abound Wealth Management509$18.5K<0.01%013F-HRTimeline
Arax Advisory Partners485$17.6K<0.01%-58713F-HRTimeline
WHITTIER TRUST CO212$7.84K<0.01%new13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…125$5K<0.01%013F-HRTimelineGroup
Tidemark, LLC108$3.94K<0.01%013F-HRTimeline
IFP Advisors, Inc103$3.74K<0.01%013F-HR/ATimeline
DHJJ Financial Advisors, Ltd.34$1.24K<0.01%013F-HRTimeline