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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
   PARTNERS CAPITAL INVESTMENT GROUP LLP 41 *New 2023-12-31 513,945 $15,557,000 513,945
   J P MORGAN CHASE & CO 2172 *New 2023-12-31 261,337 $7,911,000 261,337
   Atlantic Trust Group LLC 352 *New 2023-12-31 231,389 $7,004,000 231,389
   Financial Advocates Investment Management *New 2024-03-31 137,134 $4,265,000 137,134
   Tennessee Valley Asset Management Partners 16 *New 2024-03-31 129,910 $4,040,000 129,910
   Vertex Planning Partners LLC 15 *New 2023-12-31 108,938 $3,298,000 108,938
   Highland Financial Advisors LLC 18 *New 2023-12-31 106,273 $3,217,000 106,273
   New England Capital Financial Advisors LLC *New 2024-03-31 83,324 $2,591,000 83,324
   Simplicity WealthLLC 328 *New 2024-03-31 71,857 $2,235,000 71,857
   MARINER WEALTH ADVISORS, LLC 1269 *New 2023-12-31 42,563 $1,288,000 42,563
   DENVER WEALTH MANAGEMENT INC. 36 *New 2024-03-31 27,755 $863,000 27,755
   U.S. Capital Wealth Advisors LLC 376 *New 2023-12-31 25,578 $774,000 25,578
   MANAGED ASSET PORTFOLIOS LLC 39 *New 2023-12-31 10,812 $327,000 10,812
   Kestra Advisory Services LLC 1864 *New 2023-12-31 9,346 $283,000 9,346
   Castleview Partners LLC 116 *New 2023-12-31 8,762 $265,000 8,762
   MISSION WEALTH MANAGEMENT LLC *New 2024-03-31 7,716 $240,000 7,716
   LAFLEUR & GODFREY INC 123 *New 2024-03-31 7,654 $238,000 7,654
   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
   MKT Advisors LLC 125 *New 2024-03-31 7,234 $225,000 7,234
   ADVISORY SERVICES NETWORK, LLC 1583 *New 2023-12-31 3,583 $108,000 3,583
   SMITHFIELD TRUST CO 504 *New 2023-12-31 2,200 $66,000 2,200
   Qube Research & Technologies Ltd 2910 *New 2023-12-31 1,525 $46,000 1,525
   WELLS FARGO & CO/MN 4728 *New 2023-12-31 1,243 $38,000 1,243
   FMR LLC 4165 *New 2023-12-31 269 $8,000 269
   BANK OF MONTREAL /CAN/ 3294 *New 2023-12-31 38 $1,000 38
  26 Records found
  1    
  Page 1 of 1
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