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Disclosery

XCEM COLUMBIA ETF TR II

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EM CORE EX ETF (fund)

176 managers (176 13F filers) reported a position in XCEM shares at 2025-12-31, 25,362,004 shares in all. 14 filers opened a position and 9 filers sold out during the quarter.

Managers
176
13F filers
176
New
14
Added
73
Reduced
71
Sold out
9
Shares held by filers
25,362,004

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/3,109,611$119M0.01%+60,27613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,800,821$107M0.01%-61,13013F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,446,939$55.5M0.04%-182,34813F-HR/ATimelineGroup
LPL Financial LLC999,763$38.4M0.01%+38,58713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC915,067$35.1M0.01%+39,50813F-HRTimelineGroup
Marotta Asset Management909,165$34.9M6.46%+23,25613F-HRTimeline
Flaharty Asset Management, LLC772,465$29.6M3.7%-26,64313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV732,437$28.1M0.04%-9,59913F-HRTimeline
O'Brien Wealth Partners LLC730,973$28M3.71%-11,88413F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…673,827$25.8M0.31%-747,26813F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.668,209$25.6M0.88%+1,31013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC535,200$20.5M0.03%-188,05213F-HRTimeline
Prism Advisors, Inc.503,323$19.3M5.15%-25,17213F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC403,540$15.5M0.09%-7,45013F-HRTimelineGroup
Savvy Advisors, Inc.391,355$15M0.49%+97,45613F-HRTimeline
SYON CAPITAL LLC343,678$13.2M0.66%-1,25113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC326,498$12.5M<0.01%+20,46613F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV324,397$12.4M1.57%-5,05913F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP320,043$12.3M0.46%-86,28313F-HRTimeline
UBS Group AGin group UBS Group AG308,865$11.8M<0.01%-130,70813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN265,770$10.2M<0.01%+188,44413F-HRTimelineGroup
CENTRAL TRUST Co264,284$10.1M0.2%-32,26413F-HRTimeline
Pine Valley Investments Ltd Liability Co224,997$8.63M0.43%+4,55913F-HRTimeline
McKinley Carter Wealth Services, Inc.217,633$8.35M0.47%-12,81013F-HRTimeline
EARNED WEALTH ADVISORS, LLC205,605$7.89M0.56%new13F-HR/ATimeline
HighTower Advisors, LLC196,912$7.55M0.01%+1,12813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …195,534$7.5M0.15%-4,10013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding190,192$7.3M-2,210Timeline
Richard P Slaughter Associates Inc188,186$7.22M1.51%+2,66213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.185,172$7.1M0.01%+4,29413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP181,887$6.98M0.01%+2,35013F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.174,213$6.68M0.28%+4,12713F-HRTimeline
Breakwater Capital Group169,312$6.49M0.91%-2,03513F-HRTimeline
AlphaCore Capital LLC169,152$6.49M0.15%-7,14713F-HRTimeline
MA Private Wealth168,951$6.48M1.08%-405,71913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC168,326$6.46M0.41%-80413F-HRTimeline
Aptus Capital Advisors, LLC168,290$6.46M0.05%-84013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC167,327$6.42M0.01%-265,62213F-HRTimelineGroup
Highland Financial Advisors, LLC166,813$6.4M1.77%+3,85113F-HRTimeline
Bleakley Financial Group, LLC163,932$6.29M0.11%+3,82113F-HRTimeline
Nelson Capital Management, LLC159,893$6.13M0.72%+9,55313F-HRTimeline
Private Advisor Group, LLC153,115$5.87M0.03%-2,43013F-HRTimeline
Krilogy Financial LLC134,463$5.59M0.19%+1,71213F-HRTimeline
Cetera Investment Advisers137,980$5.29M0.01%-4,33413F-HRTimeline
Total Clarity Wealth Management, Inc.128,387$4.92M1.19%+6,10413F-HRTimeline
Gladstone Institutional Advisory LLC128,302$4.92M0.19%-3,05613F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS127,547$4.89M0.18%-20,09613F-HRTimelineGroup
D.A. DAVIDSON & CO.126,146$4.84M0.03%+513F-HRTimeline
Fortitude Financial, LLC116,126$4.45M3.78%+32,02113F-HRTimeline
New England Capital Financial Advisors …109,643$4.21M1.64%+3,98913F-HRTimeline
ARQ WEALTH ADVISORS, LLC107,896$4.14M1.12%-12,47013F-HRTimeline
Vertex Planning Partners, LLC102,119$3.92M0.91%-50513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC101,040$3.88M0.02%+57,29213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC95,483$3.66M<0.01%+1,72713F-HRTimelineGroup
Janney Montgomery Scott LLC93,504$3.59M0.01%+16,41613F-HRTimeline
Mason & Associates Inc88,793$3.41M0.64%-5,02713F-HRTimeline
Creative Planningin group Creative Planning88,115$3.38M<0.01%-2,08413F-HRTimelineGroup
Focus Financial Network, Inc.85,288$3.27M0.11%-3,71713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…76,545$2.94M<0.01%+51,03913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…72,425$2.78M0.01%-12,59113F-HR/ATimelineGroup
WATERSHED PRIVATE WEALTH LLC70,587$2.71M0.81%-39913F-HRTimeline
&PARTNERS68,010$2.61M0.01%+61,13513F-HRTimeline
Prospera Financial Services Inc62,712$2.41M0.04%-17,08413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC59,583$2.29M0.07%-4,18313F-HRTimeline
Quadcap Wealth Management, LLC58,204$2.23M0.26%+6913F-HRTimeline
SoundView Advisors Inc.57,569$2.21M0.77%+4,53913F-HRTimeline
FINANCIAL LIFE ADVISORS52,321$2.01M0.62%-50,87013F-HRTimeline
WealthCare Investment Partners, LLC49,664$1.95M0.57%-4,91313F-HRTimeline
CWM, LLCin group CWM, LLC48,748$1.87M0.01%+15913F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …45,283$1.84M0.06%+1,30113F-HRTimelineGroup
Arkadios Wealth Advisors47,514$1.82M0.04%new13F-HRTimeline
NewEdge Advisors, LLC46,160$1.77M0.01%+1,16613F-HRTimeline
Belpointe Asset Management LLC45,126$1.73M0.06%-9013F-HRTimeline
Fortis Capital Advisors, LLC45,126$1.73M0.26%-9013F-HRTimeline
Sheridan Capital Management, LLC43,948$1.69M0.85%+2,95113F-HRTimeline
Cambridge Investment Research Advisors,…42,728$1.64M<0.01%+7,13513F-HRTimeline
United Advisor Group, LLC41,076$1.58M0.2%-16,39913F-HRTimeline
Scarborough Advisors, LLC39,011$1.5M0.25%-50613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA38,845$1.49M<0.01%+37,57213F-HRTimelineGroup
Sigma Planning Corp38,219$1.47M0.04%+7,24413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.37,955$1.46M<0.01%+3,27713F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.34,435$1.32M0.03%+8,05713F-HRTimeline
Legacy Financial Advisors, Inc.33,301$1.28M0.18%-3413F-HRTimeline
CoreCap Advisors, LLC32,873$1.26M0.04%-85713F-HRTimeline
Brand Asset Management Group, Inc.31,452$1.21M0.34%+6,09113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO31,128$1.19M<0.01%+8,43813F-HRTimelineGroup
Sanctuary Advisors, LLC29,935$1.15M0.01%+31413F-HRTimeline
Coastline Trust Co29,384$1.13M0.11%+2,32113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Merit Financial Group, LLC27,527$1.06M0.01%-3,28513F-HRTimeline
IFC & Insurance Marketing, Inc.27,119$1.04M1.03%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC26,494$1.02M0.03%-2,57013F-HRTimeline
EASTERN BANK26,122$1M0.02%-24,82013F-HRTimeline
Redwood Financial Network Corp26,075$1M0.64%+55213F-HRTimeline
Composition Wealth, LLC24,520$941K0.01%013F-HRTimeline
Farther Finance Advisors, LLC22,497$863K0.01%+6,59213F-HRTimeline
Cresset Asset Management, LLC22,435$861K<0.01%+4213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC22,018$845K0.02%+86613F-HRTimelineGroup
Western Wealth Management, LLC21,743$834K0.04%new13F-HRTimeline
Telos Capital Management, Inc.20,905$802K0.07%+8313F-HRTimeline
MANAGED ASSET PORTFOLIOS, LLC20,075$770K0.09%-26513F-HRTimeline
Advisory Services Network, LLC19,995$767K0.01%+8013F-HRTimeline
FMR LLCin group FMR LLC19,916$764K<0.01%+1,35113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…18,766$720K<0.01%new13F-HRTimelineGroup
Cypress Wealth Services, LLC18,292$702K0.1%-9,41413F-HRTimeline
RFG Advisory, LLC18,032$692K0.01%+99913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC17,514$672K<0.01%013F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC17,175$659K0.04%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,310$626K0.01%-15,75913F-HRTimeline
LaFleur & Godfrey LLC15,662$601K0.07%+1,76713F-HRTimeline
Cornerstone Wealth Management, LLC15,542$596K0.03%+2,59513F-HRTimeline
McIlrath & Eck, LLC15,527$596K0.06%-1,95513F-HRTimeline
Mariner, LLCin group Mariner, LLC14,772$567K<0.01%-1,96613F-HRTimelineGroup
Koss-Olinger Consulting, LLC14,617$561K0.04%-90113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,613$561K<0.01%+7,02213F-HRTimelineGroup
Amplius Wealth Advisors, LLC13,668$524K0.04%-1,70313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,973$498K0.02%+3,11213F-HRTimelineGroup
WESCAP Management Group, Inc.12,937$496K0.1%+2,61513F-HRTimeline
Pacific Sage Partners, LLC12,491$479K0.08%+2,82313F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY12,372$475K0.32%-58613F-HRTimeline
GW HENSSLER & ASSOCIATES LTD12,287$471K0.02%-2,51313F-HRTimeline
Pure Financial Advisors, LLC10,803$414K0.01%+10013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,975$383K<0.01%-20,23713F-HRTimelineGroup
OLD MISSION CAPITAL LLC9,694$372K0.01%-97,08913F-HRTimeline
Snider Financial Group9,170$352K0.09%-5,87513F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE9,145$351K0.03%+3,12313F-HRTimeline
MYECFO, LLC8,840$339K0.14%new13F-HRTimeline
McAdam, LLC8,566$329K0.02%-2013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,203$315K<0.01%-72813F-HRTimelineGroup
BSW Wealth Partners7,780$298K0.04%-49813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,533$289K0.01%+10713F-HRTimeline
ONE Advisory Partners, LLC7,482$287K0.09%-1,02413F-HRTimeline
Qube Research & Technologies Ltd7,359$282K<0.01%-1,16413F-HRTimeline
Smithfield Trust Co6,600$254K0.01%+12513F-HRTimeline
Ridgeline Wealth Planning, LLC6,507$250K0.18%-9413F-HRTimeline
Avior Wealth Management, LLC6,499$249K0.01%+8513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,483$249K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC6,483$249K<0.01%+35913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,939$228K<0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp5,524$221K0.3%+2,76213F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,434$218K<0.01%new13F-HRTimeline
Diversified Enterprises, LLC5,405$207K0.01%new13F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.5,382$206K0.03%new13F-HRTimeline
Northwest Capital Management Inc5,165$198K0.86%-37,01013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC5,136$197K0.01%013F-HRTimeline
Westside Investment Management, Inc.4,675$179K0.03%+5113F-HRTimeline
Navigoe, LLC4,683$179K0.11%013F-HRTimeline
Essential Partners LLC4,525$174K0.05%013F-HRTimeline
Bogart Wealth, LLC3,445$132K0.01%+2,54513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.2,559$98.2K0.01%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,432$93.3K0.01%013F-HRTimeline
Allworth Financial LP2,234$85.7K<0.01%+97013F-HRTimeline
Battery Global Advisors, LLC957$75.6K0.04%-27813F-HRTimeline
COMERICA BANK1,931$74.1K<0.01%-91513F-HRTimeline
Pinnacle Bancorp, Inc.1,816$69.7K0.02%013F-HRTimeline
MAI Capital Management1,776$68.1K<0.01%+2513F-HRTimeline
HARBOUR INVESTMENTS, INC.1,608$61.7K<0.01%+813F-HRTimeline
REDMONT WEALTH ADVISORS LLC1,495$57.3K0.09%-17,72713F-HRTimeline
Medallion Wealth Advisors, LLC1,347$51.7K0.02%-28913F-HRTimeline
Graney & King, LLC1,090$41.8K0.02%+313F-HRTimeline
Global Retirement Partners, LLC851$32.6K<0.01%new13F-HRTimeline
Larson Financial Group LLC783$30K<0.01%-12713F-HRTimeline
ALERUS FINANCIAL NA720$27.6K<0.01%-5513F-HRTimeline
Stone House Investment Management, LLC660$25.3K<0.01%013F-HRTimeline
Key Capital Management, INC620$23.8K0.02%13F-HRTimeline
PRIVATE TRUST CO NA610$23.4K<0.01%013F-HRTimeline
Investment Research & Advisory Group, I…569$21.8K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC556$21.3K<0.01%013F-HRTimeline
Abound Wealth Management525$20.1K<0.01%+1613F-HRTimeline
Arax Advisory Partners485$18.6K<0.01%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…125$5K<0.01%013F-HRTimelineGroup
Tidemark, LLC109$4.2K<0.01%+113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…108$4.16K<0.01%new13F-HRTimeline
IFP Advisors, Inc106$4.07K<0.01%+313F-HRTimeline
Steward Partners Investment Advisory, L…100$3.84K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.34$1.3K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC1$38<0.01%new13F-HRTimeline