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Get Institutions for : 
Columbia Em Core Ex China Etf (XCEM)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 122    28
Total shares held : 
 17,557,790  
% of shares held : 
 19.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   53  
Amount of shares held : 
 4,890,668  
% of shares held change : 
   5.43%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
31
 2,334,308
 13.29%
 
Increased Positions :
51
 3,036,872
 17.3%
 
Unchanged Positions :
14
 171,449
 0.98%
 
Decreased Positions :
26
-442,090
-2.52%
 
Closed Positions :
3
-38,422
-0.22%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1030 - 2024-03-31 4,117,474 $128,053,000 1,079,195
   BANK OF AMERICA CORP /DE/ 984 - 2024-03-31 2,754,020 $85,650,000 1,005,252
   LPL FINANCIAL CORP 842 - 2024-03-31 808,291 $25,138,000 200,307
   Bogart Wealth LLC 17 - 2024-03-31 808,024 $25,130,000 22,938
   Personal Resources Investment & Strategic Manageme 5 - 2024-03-31 751,186 $23,362,000 72,344
   Richard P Slaughter Associates Inc 2 - 2024-03-31 627,146 $19,504,000 243,756
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 550 - 2024-03-31 572,572 $17,807,000 191,447
   UBS Group AG 1268 - 2024-03-31 568,731 $17,688,000 111,165
   Marotta Asset Management 9 - 2024-03-31 553,903 $17,226,000 87,907
   MA Private Wealth 10 - 2024-03-31 480,069 $14,930,000 66,303
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 340 - 2024-03-31 465,285 $14,470,000 228,503
   EASTERN BANK 65 - 2024-03-31 455,202 $14,157,000 8,207
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 56 - 2024-03-31 341,917 $10,634,000 280,468
   J P MORGAN CHASE & CO 2040 - 2024-03-31 329,990 $10,263,000 68,653
   MML INVESTORS SERVICES LLC 448 - 2024-03-31 287,093 $8,929,000 200,840
   PLANNING ALTERNATIVES LTD /ADV 13 - 2024-03-31 267,058 $8,306,000 314
   Atlantic Trust Group LLC 350 - 2024-03-31 258,064 $8,008,000 26,675
   ODell Group LLC 15 - 2024-03-31 242,515 $7,542,000 221,955
   RAYMOND JAMES & ASSOCIATES 1328 - 2024-03-31 237,201 $7,377,000 204,354
   Pine Valley Investments Ltd Liability Co 52 - 2024-03-31 200,642 $6,240,000 59,080
   Mason & Associates Inc 14 - 2024-03-31 196,343 $6,106,000 119,674
   KICKSTAND VENTURES LLC. 22 - 2024-03-31 191,734 $5,963,000 17,680
   THRIVENT FINANCIAL FOR LUTHERANS 766 - 2024-03-31 189,214 $5,884,000 168,943
   Breakwater Capital Group 16 - 2024-03-31 176,951 $5,503,000 24,655
   PETRA FINANCIAL ADVISORS INC 5 - 2024-03-31 160,715 $4,998,000 1,602
   Aptus Capital Advisors LLC 174 - 2024-03-31 154,903 $4,817,000 4,166
   GUARDIAN WEALTH ADVISORS LLC / NC 30 - 2024-03-31 154,903 $4,817,000 4,166
   ONE Advisory Partners LLC 12 - 2024-03-31 153,021 $4,759,000 50,726
   Private Advisor Group LLC 481 - 2024-03-31 148,992 $4,634,000 53,807
   KWB Wealth 27 - 2024-03-31 145,018 $4,510,000 96,644
   MCKINLEY CARTER WEALTH SERVICES, INC. 73 - 2024-03-31 139,237 $4,330,000 1,646
   Advisor Group Holdings Inc. 1159 - 2024-03-31 133,946 $4,165,000 95,131
   WELLS FARGO & CO/MN 2086 - 2024-03-31 133,231 $4,143,000 131,988
   Buttonwood Financial Group LLC 12 - 2024-03-31 132,825 $4,131,000 66,505
   Vertex Planning Partners LLC 15 - 2024-03-31 130,106 $4,046,000 21,168
   Fortress Wealth Management Inc. 15 - 2024-03-31 128,670 $4,002,000 8,862
   Highland Financial Advisors LLC 17 - 2024-03-31 119,216 $3,708,000 12,943
   Wealthcare Advisory Partners LLC 149 - 2024-03-31 114,970 $3,576,000 7,884
   STIFEL FINANCIAL CORP 1341 - 2024-03-31 112,568 $3,501,000 13,523
   DAVIDSON D A & CO 405 - 2024-03-31 103,989 $3,234,000 21,710
   SMITHBRIDGE ASSET MANAGEMENT INC/DE 62 - 2024-03-31 92,555 $2,878,000 1,285
   JANNEY MONTGOMERY SCOTT LLC 991 - 2024-03-31 92,496 $2,877,000 8,788
   LEAVELL T & ASSOCIATES INC 133 - 2024-03-31 91,408 $2,843,000 13,310
   ARQ WEALTH ADVISORS LLC 21 - 2023-12-31 93,030 $2,816,000 71,178
   WADE G W & INC 148 - 2023-12-31 86,424 $2,616,000 76,202
   Bleakley Financial Group LLC 275 - 2024-03-31 71,857 $2,235,000 64,247
   WealthCare Investment Partners LLC 30 - 2024-03-31 67,315 $2,094,000 46,270
   FINANCIAL NETWORK 1026 - 2024-03-31 63,593 $1,978,000 4,505
   COASTLINE TRUST CO 98 - 2024-03-31 61,716 $1,919,000 43,814
   U.S. Capital Wealth Advisors LLC 245 - 2024-03-31 60,959 $1,896,000 35,381
   Keudell/Morrison Wealth Management 38 - 2024-03-31 60,118 $1,870,000 8,874
   Gladstone Institutional Advisory LLC 230 - 2024-03-31 53,585 $1,667,000 640
   WCG Wealth Advisors LLC 140 - 2024-03-31 51,545 $1,603,000 1,200
   MARINER WEALTH ADVISORS, LLC 1227 - 2024-03-31 51,259 $1,594,000 8,696
   Sigma Planning Corp 448 - 2024-03-31 38,103 $1,185,000 17,767
   Sheridan Capital Management LLC 18 - 2024-03-31 34,039 $1,059,000 11,686
   Goss Wealth Management LLC 971 - 2024-03-31 33,451 $1,040,000 911
   REDMONT WEALTH ADVISORS LLC 16 - 2024-03-31 31,788 $989,000 11,819
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1736 - 2024-03-31 31,449 $978,000 21,312
   CoreCap Advisors LLC 260 - 2023-12-31 30,519 $924,000 4,077
   ATLAS CAPITAL ADVISORS LLC 179 - 2024-03-31 20,817 $647,000 308
   Brand Asset Management Group Inc. 44 - 2024-03-31 20,328 $632,000 11,366
   Change Path LLC 513 - 2024-03-31 19,362 $602,000 4,787
   Kestra Advisory Services LLC 1593 - 2024-03-31 17,561 $546,000 8,215
   TELOS CAPITAL MANAGEMENT, INC. 142 - 2024-03-31 16,844 $524,000 671
   MANAGED ASSET PORTFOLIOS LLC 40 - 2024-03-31 16,761 $521,000 5,949
   GW HENSSLER & ASSOCIATES LTD 105 - 2024-03-31 14,800 $460,000 1,739
   H D Vest Advisory Services 1114 - 2024-03-31 13,782 $429,000 259
   PRINCIPAL SECURITIES INC. 1125 - 2024-03-31 4,693 $146,000 1,742
   SMITHFIELD TRUST CO 386 - 2024-03-31 4,500 $141,000 2,300
   CWM LLC 1687 - 2024-03-31 4,371 $136,000 100
   Northwest Capital Management Inc 156 - 2024-03-31 4,371 $136,000 100
   HARBOUR INVESTMENTS INC. 1609 - 2023-12-31 1,151 $35,000 461
   FMR LLC 3847 - 2024-03-31 658 $20,000 389
   DHJJ Financial Advisors Ltd. 630 - 2024-03-31 25 $1,000 9
  75 Records found
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