Who Owns COLUMBIA ETF TR II (XCEM)? -- Institutional Holders (2026-03-31)
195 institutions reported holding $1.18B of COLUMBIA ETF TR II (XCEM) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($139.9M), MORGAN STANLEY ($129.0M), Boulay Financial Advisors, LLC ($105.0M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($59.5M), LPL Financial LLC ($54.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $139.9M | 3.4M | Added |
| 2 | MORGAN STANLEY | $129.0M | 3.2M | Added |
| 3 | Boulay Financial Advisors, LLC | $105.0M | 2.6M | New |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $59.5M | 1.5M | Added |
| 5 | LPL Financial LLC | $54.7M | 1.3M | Added |
| 6 | Hennion & Walsh Asset Management, Inc. | $39.2M | 959,842 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $38.8M | 950,394 | Added |
| 8 | Marotta Asset Management | $35.9M | 872,063 | Trimmed |
| 9 | Flaharty Asset Management, LLC | $30.9M | 757,268 | Trimmed |
| 10 | Prism Advisors, Inc. | $19.6M | 480,368 | Trimmed |
| 11 | AMERIPRISE FINANCIAL INC | $18.7M | 457,889 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $18.4M | 450,424 | Trimmed |
| 13 | WELLS FARGO & COMPANY/MN | $17.3M | 425,105 | Added |
| 14 | JANE STREET GROUP, LLC | $16.9M | 413,887 | New |
| 15 | PLANNING ALTERNATIVES LTD /ADV | $15.7M | 385,033 | Added |
| 16 | Penserra Capital Management LLC | $15.0M | 368,349 | Trimmed |
| 17 | UBS Group AG | $14.2M | 347,771 | Added |
| 18 | Savvy Advisors, Inc. | $13.8M | 339,118 | Trimmed |
| 19 | MERCER GLOBAL ADVISORS INC /ADV | $13.1M | 321,002 | Trimmed |
| 20 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $13.1M | 320,043 | Hold |
| 21 | CIBC Bancorp USA Inc. | $11.4M | 294,473 | New |
| 22 | CENTRAL TRUST Co | $10.5M | 257,055 | Trimmed |
| 23 | Sanctuary Advisors, LLC | $10.4M | 254,590 | Added |
| 24 | Royal Bank of Canada | $9.4M | 230,847 | Added |
| 25 | OSAIC HOLDINGS, INC. | $9.3M | 226,723 | Added |
Source: SEC Form 13F filings · as of 2026-03-31