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Disclosery

XCEM COLUMBIA ETF TR II

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EM CORE EX ETF (fund)

190 managers (191 13F filers) reported a position in XCEM shares at 2026-03-31, 29,255,611 shares in all. 24 filers opened a position and 7 filers sold out during the quarter.

Managers
190
13F filers
191
New
24
Added
65
Reduced
75
Sold out
7
Shares held by filers
29,255,611

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,427,623$140M0.01%+318,01213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,161,569$129M0.01%+360,74813F-HRTimelineGroup
Boulay Financial Advisors, LLC2,572,904$105M12.05%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,457,843$59.5M0.04%+10,90413F-HRTimelineGroup
LPL Financial LLC1,340,426$54.7M0.01%+340,66313F-HRTimeline
Hennion & Walsh Asset Management, Inc.959,842$39.2M1.32%+291,63313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC950,394$38.8M0.01%+35,32713F-HRTimelineGroup
Marotta Asset Management872,063$35.9M6.61%-37,10213F-HRTimeline
Flaharty Asset Management, LLC757,268$30.9M3.84%-15,19713F-HRTimeline
Prism Advisors, Inc.480,368$19.6M5.23%-22,95513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC457,889$18.7M<0.01%+131,39113F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC450,424$18.4M0.03%-84,77613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN425,105$17.3M<0.01%+159,33513F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC413,887$16.9M0.02%new13F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV385,033$15.7M2.03%+60,63613F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…368,349$15M0.18%-305,47813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding347,996$14.2M+39,131Timeline
Savvy Advisors, Inc.339,118$13.8M0.37%-52,23713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV321,002$13.1M0.02%-411,43513F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP320,043$13.1M0.49%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.294,473$11.4M0.02%13F-HRTimelineGroup
CENTRAL TRUST Co257,055$10.5M0.21%-7,22913F-HRTimeline
Sanctuary Advisors, LLC254,590$10.4M0.06%+224,65513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA230,847$9.42M<0.01%+192,00213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.226,723$9.25M0.01%+41,55113F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co221,303$9.03M0.44%-3,69413F-HRTimeline
EARNED WEALTH ADVISORS, LLC213,046$8.69M0.58%+7,44113F-HRTimeline
Richard P Slaughter Associates Inc210,592$8.59M1.86%+22,40613F-HRTimeline
HighTower Advisors, LLC194,907$7.95M0.01%-2,00513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …194,729$7.95M0.15%-80513F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.194,705$7.95M0.46%-22,92813F-HRTimeline
Mariner, LLCin group Mariner, LLC193,545$7.9M0.01%+178,77313F-HRTimelineGroup
Kingsview Wealth Management, LLC191,669$7.82M0.11%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth190,835$7.79M0.01%+64313F-HRTimelineGroup
Private Advisor Group, LLC184,797$7.54M0.04%+31,68213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.184,200$7.52M0.31%+9,98713F-HRTimeline
Nelson Capital Management, LLC181,608$7.41M0.9%+21,71513F-HRTimeline
Highland Financial Advisors, LLC176,166$7.19M1.9%+9,35313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP174,045$7.1M0.01%-7,84213F-HRTimelineGroup
Breakwater Capital Group168,362$6.87M0.92%-95013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC167,036$6.82M1.89%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC165,514$6.75M0.01%-1,81313F-HRTimelineGroup
MA Private Wealth164,640$6.72M1.14%-4,31113F-HRTimeline
Bleakley Financial Group, LLC162,089$6.61M0.1%-1,84313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…160,688$6.56M0.01%+84,14313F-HRTimelineGroup
AlphaCore Capital LLC160,479$6.55M0.16%-8,67313F-HRTimeline
Aptus Capital Advisors, LLC158,751$6.48M0.05%-9,53913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC158,751$6.48M0.41%-9,57513F-HRTimeline
Krilogy Financial LLC137,102$6.25M0.2%+2,63913F-HRTimeline
Fortitude Financial, LLC149,336$6.09M3.22%+33,21013F-HRTimeline
Total Clarity Wealth Management, Inc.139,114$5.68M1.33%+10,72713F-HRTimeline
Cetera Investment Advisers136,652$5.58M0.01%-1,32813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS130,057$5.31M0.21%+2,51013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC121,440$4.96M0.02%+20,40013F-HRTimelineGroup
Janney Montgomery Scott LLC120,621$4.92M0.01%+27,11713F-HRTimeline
New England Capital Financial Advisors …114,364$4.67M1.28%+4,72113F-HRTimeline
D.A. DAVIDSON & CO.107,843$4.4M0.03%-18,30313F-HRTimeline
Spartan Wealth Advisory Services LLC106,345$4.34M0.38%13F-HRTimeline
Cambridge Investment Research Advisors,…103,281$4.21M0.01%+60,55313F-HRTimeline
ARQ WEALTH ADVISORS, LLC102,867$4.2M0.76%-5,02913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC102,595$4.19M<0.01%+7,11213F-HRTimelineGroup
Focus Financial Network, Inc.99,621$4.07M0.15%+14,33313F-HRTimeline
Vertex Planning Partners, LLC93,364$3.81M0.74%-8,75513F-HRTimeline
Mason & Associates Inc91,809$3.6M0.7%+3,01613F-HRTimeline
Creative Planningin group Creative Planning81,714$3.33M<0.01%-6,40113F-HRTimelineGroup
&PARTNERS69,869$2.85M0.01%+1,85913F-HRTimeline
WATERSHED PRIVATE WEALTH LLC69,123$2.82M0.88%-1,46413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…64,585$2.64M<0.01%-7,84013F-HRTimelineGroup
Prospera Financial Services Inc61,622$2.51M0.04%-1,09013F-HRTimeline
Quadcap Wealth Management, LLC58,074$2.37M0.27%-13013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC57,318$2.34M0.07%-2,26513F-HRTimeline
SoundView Advisors Inc.56,983$2.33M0.83%-58613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding43,465$2.01M-1,818Timeline
CWM, LLCin group CWM, LLC48,202$1.97M0.01%-54613F-HRTimelineGroup
NewEdge Advisors, LLC45,936$1.87M0.01%-22413F-HR/ATimeline
WealthCare Investment Partners, LLC44,163$1.82M0.51%-5,50113F-HRTimeline
FINANCIAL LIFE ADVISORS44,402$1.81M0.56%-7,91913F-HRTimeline
Belpointe Asset Management LLC43,296$1.77M0.06%-1,83013F-HRTimeline
Fortis Capital Advisors, LLC43,296$1.77M0.23%-1,83013F-HRTimeline
IFC & Insurance Marketing, Inc.41,356$1.69M1.76%+14,23713F-HRTimeline
Sigma Planning Corp40,875$1.67M0.05%+2,65613F-HRTimeline
Scarborough Advisors, LLC40,244$1.64M0.18%+1,23313F-HRTimeline
United Advisor Group, LLC40,131$1.64M0.2%-94513F-HRTimeline
Nicholas Hoffman & Company, LLC.35,154$1.43M0.03%+71913F-HRTimeline
CoreCap Advisors, LLC30,704$1.25M0.04%-2,16913F-HRTimeline
Coastline Trust Co30,417$1.24M0.12%+1,03313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Redwood Financial Network Corp29,516$1.2M0.79%+3,44113F-HRTimeline
Brand Asset Management Group, Inc.28,697$1.17M0.3%-2,75513F-HRTimeline
Legacy Financial Advisors, Inc.27,002$1.1M0.15%-6,29913F-HRTimeline
MANAGED ASSET PORTFOLIOS, LLC26,225$1.07M0.13%+6,15013F-HRTimeline
U.S. Capital Wealth Advisors, LLC26,073$1.06M0.03%-42113F-HRTimeline
OLD MISSION CAPITAL LLC25,478$1.04M0.02%+15,78413F-HRTimeline
Merit Financial Group, LLC24,614$1M0.01%-2,91313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…24,273$991K<0.01%+5,50713F-HRTimelineGroup
Composition Wealth, LLC24,279$991K0.01%-24113F-HRTimeline
HRT FINANCIAL LP23,864$973K<0.01%new13F-HRTimeline
Sheridan Capital Management, LLC23,431$946K0.5%-20,51713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC22,698$926K0.02%+68013F-HRTimelineGroup
Cresset Asset Management, LLC22,575$921K<0.01%+14013F-HRTimeline
Western Wealth Management, LLC22,126$903K0.03%+38313F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,576$885K<0.01%-8,55213F-HR/ATimelineGroup
Aprio Wealth Management, LLC20,979$856K0.05%new13F-HRTimeline
Advisory Services Network, LLC20,461$835K0.01%+46613F-HRTimeline
FMR LLCin group FMR LLC20,384$832K<0.01%+46813F-HRTimelineGroup
Farther Finance Advisors, LLC19,885$819K0.01%-2,61213F-HRTimeline
Telos Capital Management, Inc.19,633$801K0.08%-1,27213F-HRTimeline
WESCAP Management Group, Inc.19,599$800K0.16%+6,66213F-HRTimeline
Gladstone Institutional Advisory LLC19,227$785K0.03%-109,07513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.18,929$772K0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors18,808$768K0.01%-28,70613F-HRTimeline
EASTERN BANK18,427$752K0.01%-7,69513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC17,514$715K<0.01%013F-HRTimelineGroup
Cornerstone Wealth Management, LLC17,255$704K0.04%+1,71313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC17,175$701K0.04%013F-HRTimeline
RFG Advisory, LLC16,804$686K0.01%-1,22813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP17,146$679K<0.01%new13F-HRTimelineGroup
Cypress Wealth Services, LLC16,596$677K0.1%-1,69613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,262$664K0.01%-4813F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…16,079$656K0.02%+3,10613F-HR/ATimelineGroup
LaFleur & Godfrey LLC15,423$629K0.08%-23913F-HRTimeline
McIlrath & Eck, LLC15,293$624K0.05%-23413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,838$608K<0.01%+1,22513F-HRTimelineGroup
Koss-Olinger Consulting, LLC14,247$581K0.05%-37013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY13,941$569K0.37%+1,56913F-HRTimeline
Pacific Sage Partners, LLC12,836$524K0.08%+34513F-HRTimeline
GW HENSSLER & ASSOCIATES LTD12,287$501K0.02%013F-HRTimeline
Amplius Wealth Advisors, LLC11,922$487K0.04%-1,74613F-HRTimeline
PlanVest Financial, Inc11,384$465K0.35%13F-HRTimeline
MYECFO, LLC10,590$432K0.18%+1,75013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,858$402K<0.01%+3,91913F-HRTimeline
Westside Investment Management, Inc.9,783$399K0.06%+5,10813F-HRTimeline
Pure Financial Advisors, LLC9,647$394K0.01%-1,15613F-HRTimeline
Essential Partners LLC9,618$393K0.13%+5,09313F-HRTimeline
McAdam, LLC8,543$349K0.02%-2313F-HRTimeline
Snider Financial Group8,470$346K0.1%-70013F-HRTimeline
ARIEL INVESTMENTS, LLC8,466$345K<0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC8,290$338K0.04%new13F-HRTimeline
PETRA FINANCIAL ADVISORS INC8,246$337K0.21%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,031$287K<0.01%-1,17213F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP6,690$273K0.01%-84313F-HRTimeline
Ridgeline Wealth Planning, LLC6,641$271K0.2%+13413F-HRTimeline
Smithfield Trust Co6,600$269K0.01%013F-HRTimeline
Avior Wealth Management, LLC6,499$265K0.01%013F-HRTimeline
ONE Advisory Partners, LLC6,467$264K0.08%-1,01513F-HRTimeline
MML INVESTORS SERVICES, LLC6,177$252K<0.01%-30613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,102$249K<0.01%-38113F-HRTimelineGroup
Diversified Enterprises, LLC5,573$227K0.01%+16813F-HRTimeline
BSW Wealth Partners5,390$220K0.03%-2,39013F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.5,382$220K0.04%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,391$219K<0.01%-4313F-HRTimeline
Qube Research & Technologies Ltd5,323$217K<0.01%-2,03613F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC5,136$210K0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.5,067$207K0.01%new13F-HRTimeline
Range Advisory, LLC4,934$201K0.04%new13F-HRTimeline
Navigoe, LLC4,209$171K0.1%-47413F-HRTimeline
KERR FINANCIAL PLANNING Corp3,341$157K0.11%-2,18313F-HR/ATimeline
Plante Moran Financial Advisors, LLC3,795$155K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,668$150K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC3,445$141K0.01%013F-HRTimeline
Smartleaf Asset Management LLC3,079$121K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,700$110K<0.01%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.2,566$105K0.01%+713F-HRTimeline
Allworth Financial LP2,470$101K<0.01%+23613F-HRTimeline
Pinnacle Bancorp, Inc.1,816$74.1K0.02%013F-HRTimeline
MAI Capital Management1,776$72.5K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.1,700$69.4K0.03%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,623$66.2K0.02%new13F-HRTimeline
Medallion Wealth Advisors, LLC1,347$55K0.02%013F-HRTimeline
Battery Global Advisors, LLC1,235$50.4K0.03%+27813F-HRTimeline
PRIVATE TRUST CO NA1,179$48.1K<0.01%+56913F-HRTimeline
Graney & King, LLC1,090$44.5K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,082$44.2K<0.01%-52613F-HRTimeline
ALERUS FINANCIAL NA720$29.4K<0.01%013F-HRTimeline
Larson Financial Group LLC717$29.3K<0.01%-6613F-HRTimeline
Stone House Investment Management, LLC660$26.9K<0.01%013F-HRTimeline
Key Capital Management, INC613$25K0.02%-713F-HRTimeline
Investment Research & Advisory Group, I…569$23.2K0.01%013F-HRTimeline
Golden State Wealth Management, LLC556$22.7K<0.01%013F-HRTimeline
Abound Wealth Management525$21.4K<0.01%013F-HRTimeline
Arax Advisory Partners485$19.8K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC473$19.3K<0.01%13F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…454$18.5K<0.01%new13F-HRTimeline
Blue Trust, Inc.374$15.3K<0.01%new13F-HRTimeline
Root Financial Partners, LLC344$14K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…277$11.3K<0.01%+17713F-HRTimeline
Tidemark, LLC109$4.47K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…108$4.42K<0.01%013F-HRTimeline
IFP Advisors, Inc106$4.33K<0.01%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…60$2K<0.01%-6513F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.34$1.39K<0.01%013F-HRTimeline