XCEM COLUMBIA ETF TR II
FollowEM CORE EX ETF (fund)
Filings received so far for Q3 2026: 7 13F filers report a position in XCEM shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Marotta Asset Management | 779,507 | $40.1M | 6.8% | -39,163 | 13F-HRTimeline |
| Prism Advisors, Inc. | 327,714 | $16.7M | 4.2% | -71,285 | 13F-HRTimeline |
| Breakwater Capital Group | 158,266 | $8.14M | 0.97% | +837 | 13F-HRTimeline |
| Coastline Trust Co | 27,954 | $1.44M | 0.13% | -4,256 | 13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them. |
| CoreCap Advisors, LLC | 25,691 | $1.32M | 0.04% | -2,893 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 18,777 | $965K | 0.01% | -421 | 13F-HRTimeline |
| EASTERN BANK | 13,133 | $675K | 0.01% | -1,753 | 13F-HRTimeline |