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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1213 - 2023-12-31 3,038,279 $91,969,000 727,030
   BANK OF AMERICA CORP /DE/ 1132 - 2023-12-31 1,748,768 $52,935,000 841,169
   Bogart Wealth LLC 13 - 2023-12-31 785,086 $23,765,000 97,751
   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
   LPL FINANCIAL CORP 917 - 2023-12-31 607,984 $18,404,000 346,848
   ALPS ADVISERS INC 103 - 2023-12-31 570,475 $17,268,000 660
   Marotta Asset Management 9 - 2024-03-31 553,903 $17,226,000 87,907
   COMMONWEALTH EQUITY SERVICES LLC. 523 - 2023-12-31 536,917 $16,252,000 33,472
   PARTNERS CAPITAL INVESTMENT GROUP LLP 41 *New 2023-12-31 513,945 $15,557,000 513,945
   UBS Group AG 1276 - 2023-12-31 457,566 $13,851,000 82,702
   EASTERN BANK - 2023-12-31 446,995 $13,531,000 11,316
   MA Private Wealth *New 2023-12-31 413,766 $12,525,000 413,766
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 682 - 2023-12-31 381,125 $11,537,000 60,182
   GUARANTY TRUST CO OF MISSOURI /MO/ - 2023-12-31 292,888 $8,866,000 4,862
   PLANNING ALTERNATIVES LTD /ADV 13 - 2024-03-31 267,058 $8,306,000 314
   J P MORGAN CHASE & CO 2172 *New 2023-12-31 261,337 $7,911,000 261,337
   HIGHTOWER ADVISORS, LLC 793 - 2023-12-31 245,556 $7,432,000 -35,212
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 455 - 2023-12-31 236,782 $7,167,000 57,567
   Atlantic Trust Group LLC 352 *New 2023-12-31 231,389 $7,004,000 231,389
   Systelligence LLC 30 - 2024-03-31 199,036 $6,190,000 0
   BURNS WEALTH MANAGEMENT, INC. 110 - 2023-12-31 202,667 $6,135,000 7,647
   AlphaCore Capital LLC 25 - 2023-12-31 189,708 $5,742,000 15,018
   Breakwater Capital Group 16 - 2024-03-31 176,951 $5,503,000 24,655
   KICKSTAND VENTURES LLC. 23 - 2023-12-31 174,054 $5,269,000 158,304
   PETRA FINANCIAL ADVISORS INC 3 - 2023-12-31 159,113 $4,816,000 -988
   ONE Advisory Partners LLC 12 - 2024-03-31 153,021 $4,759,000 50,726
   Aptus Capital Advisors LLC 141 - 2023-12-31 150,737 $4,563,000 8,922
   GUARDIAN WEALTH ADVISORS LLC / NC 27 - 2023-12-31 150,737 $4,563,000 8,922
   KWB Wealth 27 - 2024-03-31 145,018 $4,510,000 96,644
   Pine Valley Investments Ltd Liability Co 61 - 2023-12-31 141,562 $4,285,000 17,323
   MCKINLEY CARTER WEALTH SERVICES, INC. 71 - 2023-12-31 137,591 $4,165,000 32,815
   Buttonwood Financial Group LLC 12 - 2024-03-31 132,825 $4,131,000 66,505
   Fortress Wealth Management Inc. 15 - 2024-03-31 128,670 $4,002,000 8,862
   CREATIVE PLANNING 663 - 2023-12-31 120,668 $3,653,000 -14,452
   Wealthcare Advisory Partners LLC 149 - 2024-03-31 114,970 $3,576,000 7,884
   Vertex Planning Partners LLC 15 *New 2023-12-31 108,938 $3,298,000 108,938
   Cypress Wealth Services LLC 31 - 2024-03-31 104,347 $3,245,000 -1,418
   Highland Financial Advisors LLC 18 *New 2023-12-31 106,273 $3,217,000 106,273
   JANE STREET GROUP LLC 1967 - 2023-12-31 100,443 $3,040,000 -180,011
   STIFEL FINANCIAL CORP 1403 - 2023-12-31 99,045 $2,998,000 76,067
   Sebold Capital Management Inc. 15 - 2024-03-31 93,380 $2,904,000 -212
   Private Advisor Group LLC 620 - 2023-12-31 95,185 $2,881,000 22,431
   ARQ WEALTH ADVISORS LLC 21 - 2023-12-31 93,030 $2,816,000 71,178
   SMITHBRIDGE ASSET MANAGEMENT INC/DE 60 - 2023-12-31 91,270 $2,763,000 290
   WADE G W & INC 148 - 2023-12-31 86,424 $2,616,000 76,202
   MML INVESTORS SERVICES LLC 880 - 2023-12-31 86,253 $2,611,000 3,750
   JANNEY MONTGOMERY SCOTT LLC 997 - 2023-12-31 83,708 $2,534,000 715
   Krilogy Financial LLC - 2023-12-31 83,026 $2,513,000 1,823
   DAVIDSON D A & CO 439 - 2023-12-31 82,279 $2,491,000 1,653
   LEAVELL T & ASSOCIATES INC - 2023-12-31 78,098 $2,364,000 19,235
   Mason & Associates Inc 17 - 2023-12-31 76,669 $2,321,000 3,271
   FIRST NATIONAL CORP /MA/ /ADV 38 - 2024-03-31 75,961 $2,299,000 0
   FOCUS FINANCIAL NETWORK INC /ADV 200 - 2023-12-31 71,656 $2,169,000 0
   WealthCare Investment Partners LLC 30 - 2024-03-31 67,315 $2,094,000 46,270
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 121 - 2023-12-31 61,449 $1,860,000 52,122
   FINANCIAL NETWORK 1018 - 2023-12-31 59,088 $1,789,000 45,822
   Gladstone Institutional Advisory LLC 221 - 2023-12-31 52,945 $1,603,000 151
   Keudell/Morrison Wealth Management 40 - 2023-12-31 51,244 $1,551,000 -3,144
   WCG Wealth Advisors LLC 159 - 2023-12-31 50,345 $1,524,000 -5,375
   SYKON CAPITAL LLC 45 - 2023-12-31 47,157 $1,427,000 1,732
   MARINER WEALTH ADVISORS, LLC 1269 *New 2023-12-31 42,563 $1,288,000 42,563
   FLOW TRADERS U.S. LLC 296 - 2023-12-31 40,505 $1,226,000 -38,812
   Advisor Group Holdings Inc. 2349 - 2023-12-31 38,815 $1,175,000 -4,574
   MERCER GLOBAL ADVISORS INC /ADV 930 - 2023-12-31 36,940 $1,118,000 -3,974
   Resource Planning Group 33 - 2023-12-31 33,174 $1,004,000 -3,974
   RAYMOND JAMES & ASSOCIATES 2496 *New 2023-12-31 32,847 $994,000 32,847
   REDMONT WEALTH ADVISORS LLC 16 - 2024-03-31 31,788 $989,000 11,819
   Goss Wealth Management LLC 925 - 2023-12-31 32,540 $985,000 2,245
   CoreCap Advisors LLC 260 - 2023-12-31 30,519 $924,000 4,077
   Belpointe Asset Management LLC 229 - 2023-12-31 30,288 $917,000 -1,659
   DENVER WEALTH MANAGEMENT INC. 36 *New 2024-03-31 27,755 $863,000 27,755
   ENVESTNET ASSET MANAGEMENT INC 3023 - 2023-12-31 27,913 $845,000 -10,271
   U.S. Capital Wealth Advisors LLC 376 *New 2023-12-31 25,578 $774,000 25,578
   ATLAS CAPITAL ADVISORS LLC 179 - 2024-03-31 20,817 $647,000 308
   Cresset Asset Management LLC 1079 - 2023-12-31 21,114 $639,000 0
   Valeo Financial Advisors LLC 323 - 2024-03-31 20,344 $633,000 -262
   ODell Group LLC 38 - 2023-12-31 20,560 $622,000 -629
   Sigma Planning Corp 389 - 2023-12-31 20,336 $616,000 -14,141
   THRIVENT FINANCIAL FOR LUTHERANS 2060 - 2023-12-31 20,271 $614,000 5,782
   BROWN ADVISORY HOLDINGS INC 895 - 2023-12-31 19,071 $577,000 0
   COASTLINE TRUST CO *New 2023-12-31 17,902 $542,000 17,902
   OXFORD FINANCIAL GROUP LTD 135 - 2023-12-31 17,175 $520,000 0
   TELOS CAPITAL MANAGEMENT, INC. 145 - 2023-12-31 16,173 $490,000 2,257
   Total Clarity Wealth Management Inc. - 2023-12-31 15,916 $482,000 -193
   Change Path LLC 395 - 2023-12-31 14,575 $441,000 2,025
   Tidemark LLC 69 - 2023-12-31 13,578 $411,000 0
   H D Vest Advisory Services 1072 - 2023-12-31 13,523 $409,000 -966
   GW HENSSLER & ASSOCIATES LTD - 2023-12-31 13,061 $395,000 0
   GPS Wealth Strategies Group LLC 177 *New 2023-12-31 12,627 $382,000 12,627
   PURE FINANCIAL ADVISORS, INC. 235 - 2024-03-31 11,687 $363,000 -42
   OLD MISSION CAPITAL LLC 711 - 2023-12-31 11,493 $348,000 -83,142
   MANAGED ASSET PORTFOLIOS LLC 39 *New 2023-12-31 10,812 $327,000 10,812
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2541 - 2023-12-31 10,137 $307,000 1,866
   Kestra Advisory Services LLC 1864 *New 2023-12-31 9,346 $283,000 9,346
   Brand Asset Management Group Inc. - 2023-12-31 8,962 $271,000 0
   Castleview Partners LLC 116 *New 2023-12-31 8,762 $265,000 8,762
   SFG Wealth Management LLC. 87 - 2023-12-31 7,692 $233,000 -73
   Sawtooth Asset Management Inc. 925 *New 2023-12-31 7,610 $230,000 7,610
   Bleakley Financial Group LLC *New 2023-12-31 7,610 $230,000 7,610
  100 Records found
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