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.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$139.9M3.4MAdded
2MORGAN STANLEY$129.0M3.2MAdded
3Boulay Financial Advisors, LLC$105.0M2.6MNew
4NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$59.5M1.5MAdded
5LPL Financial LLC$54.7M1.3MAdded
6Hennion & Walsh Asset Management, Inc.$39.2M959,842Added
7RAYMOND JAMES FINANCIAL INC$38.8M950,394Added
8Marotta Asset Management$35.9M872,063Trimmed
9Flaharty Asset Management, LLC$30.9M757,268Trimmed
10Prism Advisors, Inc.$19.6M480,368Trimmed
11AMERIPRISE FINANCIAL INC$18.7M457,889Added
12COMMONWEALTH EQUITY SERVICES, LLC$18.4M450,424Trimmed
13WELLS FARGO & COMPANY/MN$17.3M425,105Added
14JANE STREET GROUP, LLC$16.9M413,887New
15PLANNING ALTERNATIVES LTD /ADV$15.7M385,033Added
16Penserra Capital Management LLC$15.0M368,349Trimmed
17UBS Group AG$14.2M347,771Added
18Savvy Advisors, Inc.$13.8M339,118Trimmed
19MERCER GLOBAL ADVISORS INC /ADV$13.1M321,002Trimmed
20PARTNERS CAPITAL INVESTMENT GROUP, LLP$13.1M320,043Hold
21CIBC Bancorp USA Inc.$11.4M294,473New
22CENTRAL TRUST Co$10.5M257,055Trimmed
23Sanctuary Advisors, LLC$10.4M254,590Added
24Royal Bank of Canada$9.4M230,847Added
25OSAIC HOLDINGS, INC.$9.3M226,723Added

Source: SEC Form 13F filings · as of 2026-03-31