XCEM Institutional Ownership
Columbia EM Core ex-China ETF
1W: +0.2%
1M: +2.7%
3M: +1.6%
YTD: +34.1%
1Y: +48.9%
3Y: +107.4%
5Y: +80.2%
$52.62
+1.20 (+2.33%)
Weekly Expected Move ±3.6%
$49
$51
$53
$54
$56
Overview
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Holdings
Changes
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Analysis
Peers
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Institutional Ownership — XCEM
215
Institutional Holders
+17 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
28
New Positions
72
Increased
81
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (223 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,556,704 | $187M | +395,135 | +12.5% | 15Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 3,531,157 | $186M | +103,534 | +3.0% | 15Q | SEC ↗ |
| 3 | Boulay Financial Advisors, LLC | 2,228,872 | $117M | -344,032 | -13.4% | 2Q | SEC ↗ |
| 4 | CIBC Bancorp USA Inc. | 1,840,058 | $97M | +1,545,585 | +524.9% | 2Q | SEC ↗ |
| 5 | LPL Financial LLC | 1,597,979 | $84M | +257,553 | +19.2% | 21Q | SEC ↗ |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,404,013 | $74M | -53,830 | -3.7% | 12Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 1,063,803 | $56M | +113,409 | +11.9% | 7Q | SEC ↗ |
| 8 | Hennion & Walsh Asset Management, Inc. | 1,008,740 | $53M | +48,898 | +5.1% | 9Q | SEC ↗ |
| 9 | Marotta Asset Management | 818,670 | $43M | -53,393 | -6.1% | 12Q | SEC ↗ |
| 10 | Modern Wealth Management, LLC NEW | 698,040 | $37M | — | +0.0% | 1Q | SEC ↗ |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 638,317 | $34M | +187,893 | +41.7% | 26Q | SEC ↗ |
| 12 | AMERIPRISE FINANCIAL INC | 555,590 | $29M | +97,701 | +21.3% | 10Q | SEC ↗ |
| 13 | WELLS FARGO & COMPANY/MN | 512,188 | $27M | +87,083 | +20.5% | 11Q | SEC ↗ |
| 14 | Prism Advisors, Inc. | 398,999 | $21M | -81,369 | -16.9% | 12Q | SEC ↗ |
| 15 | PLANNING ALTERNATIVES LTD /ADV | 391,645 | $21M | +6,612 | +1.7% | 15Q | SEC ↗ |
| 16 | UBS Group AG | 352,162 | $19M | +4,391 | +1.3% | 13Q | SEC ↗ |
| 17 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 320,043 | $17M | — | +0.0% | 11Q | SEC ↗ |
| 18 | Savvy Advisors, Inc. | 317,166 | $17M | -21,952 | -6.5% | 10Q | SEC ↗ |
| 19 | MERCER GLOBAL ADVISORS INC /ADV | 310,423 | $16M | -10,579 | -3.3% | 4Q | SEC ↗ |
| 20 | Penserra Capital Management LLC | 306,299 | $16M | -62,050 | -16.8% | 8Q | SEC ↗ |
| 21 | Richard P Slaughter Associates Inc | 257,828 | $14M | +47,236 | +22.4% | 15Q | SEC ↗ |
| 22 | Sanctuary Advisors, LLC | 254,456 | $13M | -134 | -0.1% | 9Q | SEC ↗ |
| 23 | ROYAL BANK OF CANADA | 253,477 | $13M | +22,630 | +9.8% | 10Q | SEC ↗ |
| 24 | CENTRAL TRUST Co | 248,821 | $13M | -8,234 | -3.2% | 15Q | SEC ↗ |
| 25 | Private Advisor Group, LLC | 239,370 | $13M | +54,573 | +29.5% | 14Q | SEC ↗ |
| 26 | OSAIC HOLDINGS, INC. | 238,113 | $13M | +11,390 | +5.0% | 26Q | SEC ↗ |
| 27 | Pine Valley Investments Ltd Liability | 228,117 | $12M | +6,814 | +3.1% | 12Q | SEC ↗ |
| 28 | EARNED WEALTH ADVISORS, LLC | 208,264 | $11M | -4,782 | -2.2% | 3Q | SEC ↗ |
| 29 | Kingsview Wealth Management, LLC | 207,014 | $11M | +15,345 | +8.0% | 2Q | SEC ↗ |
| 30 | Focus Partners Wealth | 199,307 | $10M | +8,472 | +4.4% | 7Q | SEC ↗ |
| 31 | McKinley Carter Wealth Services, Inc. | 197,491 | $10M | +2,786 | +1.4% | 15Q | SEC ↗ |
| 32 | Krilogy Financial LLC | 192,940 | $10M | +55,838 | +40.7% | 15Q | SEC ↗ |
| 33 | Highland Financial Advisors, LLC | 190,599 | $10M | +14,433 | +8.2% | 11Q | SEC ↗ |
| 34 | Wealthcare Advisory Partners LLC | 190,542 | $10M | -4,187 | -2.2% | 11Q | SEC ↗ |
| 35 | HighTower Advisors, LLC | 188,228 | $10M | -6,679 | -3.4% | 16Q | SEC ↗ |
| 36 | Nelson Capital Management, LLC | 186,368 | $10M | +4,760 | +2.6% | 5Q | SEC ↗ |
| 37 | Benchmark Financial Wealth Advisors, L | 179,048 | $9M | +12,012 | +7.2% | 2Q | SEC ↗ |
| 38 | Aprio Wealth Management, LLC | 170,556 | $9M | +149,577 | +713.0% | 2Q | SEC ↗ |
| 39 | LEAVELL INVESTMENT MANAGEMENT, INC. | 167,970 | $9M | -16,230 | -8.8% | 18Q | SEC ↗ |
| 40 | Cerity Partners LLC | 165,872 | $9M | +358 | +0.2% | 7Q | SEC ↗ |
| 41 | STIFEL FINANCIAL CORP | 159,274 | $8M | -14,771 | -8.5% | 12Q | SEC ↗ |
| 42 | Breakwater Capital Group | 157,429 | $8M | -10,933 | -6.5% | 15Q | SEC ↗ |
| 43 | Bleakley Financial Group, LLC | 157,124 | $8M | -4,965 | -3.1% | 11Q | SEC ↗ |
| 44 | Cetera Investment Advisers | 155,953 | $8M | +19,301 | +14.1% | 10Q | SEC ↗ |
| 45 | MA Private Wealth | 155,832 | $8M | -8,808 | -5.3% | 11Q | SEC ↗ |
| 46 | AlphaCore Capital LLC | 147,174 | $8M | -13,305 | -8.3% | 6Q | SEC ↗ |
| 47 | Janney Montgomery Scott LLC | 145,214 | $8M | +24,593 | +20.4% | 14Q | SEC ↗ |
| 48 | GUARDIAN WEALTH ADVISORS, LLC / NC | 141,938 | $7M | -16,813 | -10.6% | 12Q | SEC ↗ |
| 49 | Aptus Capital Advisors, LLC | 141,938 | $7M | -16,813 | -10.6% | 12Q | SEC ↗ |
| 50 | Fortitude Financial, LLC | 135,401 | $7M | -13,935 | -9.3% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Modern Wealth Management, LLC | 698,040 | $37M |
| Savant Capital, LLC | 52,374 | $3M |
| Diversify Advisory Services, LLC | 45,963 | $2M |
| Sowell Financial Services LLC | 38,020 | $2M |
| Spectrum Wealth Advisory Group, LLC | 20,325 | $1M |
| WAYSTONE ADVISORS LLC | 14,515 | $764K |
| CITADEL ADVISORS LLC | 14,226 | $749K |
| TRUIST FINANCIAL CORP | 8,643 | $455K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 7,115 | $374K |
| Wealthspire Advisors, LLC | 6,467 | $340K |
| Forum Financial Management, LP | 4,740 | $249K |
| VICUS CAPITAL | 4,604 | $242K |
| Integrated Wealth Concepts LLC | 4,587 | $241K |
| Focus Partners Advisor Solutions, L | 4,577 | $241K |
| Waverly Advisors, LLC | 4,454 | $234K |
| Tennessee Valley Asset Management P | 4,411 | $232K |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 4,408 | $232K |
| Quantinno Capital Management LP | 4,246 | $223K |
| Nuveen, LLC | 4,164 | $219K |
| DAVENPORT & Co LLC | 4,102 | $216K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ALPS ADVISORS INC | 403,540 | $21M |
| SYON CAPITAL LLC | 343,678 | $18M |
| HRT FINANCIAL LP | 23,864 | $1M |
| Sheridan Capital Management, LLC | 23,431 | $1M |
| TWO SIGMA SECURITIES, LLC | 8,290 | $436K |
| Qube Research & Technologies Ltd | 5,323 | $280K |
| Plante Moran Financial Advisors, LL | 3,795 | $200K |
| ARMSTRONG ADVISORY GROUP, INC | 2,432 | $128K |
| MAI Capital Management | 1,776 | $93K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 1,623 | $85K |
| Stone House Investment Management, | 660 | $35K |
| Annis Gardner Whiting Capital Advis | 454 | $24K |
| Root Financial Partners, LLC | 344 | $18K |
| Principia Wealth Advisory, LLC | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CIBC Bancorp USA Inc. | +1,545,585 | +524.9% | 1,840,058 |
| MORGAN STANLEY | +395,135 | +12.5% | 3,556,704 |
| LPL Financial LLC | +257,553 | +19.2% | 1,597,979 |
| COMMONWEALTH EQUITY SERVICES, LLC | +187,893 | +41.7% | 638,317 |
| Aprio Wealth Management, LLC | +149,577 | +713.0% | 170,556 |
| RAYMOND JAMES FINANCIAL INC | +113,409 | +11.9% | 1,063,803 |
| BANK OF AMERICA CORP /DE | +103,534 | +3.0% | 3,531,157 |
| AMERIPRISE FINANCIAL INC | +97,701 | +21.3% | 555,590 |
| WELLS FARGO & COMPANY/MN | +87,083 | +20.5% | 512,188 |
| JONES FINANCIAL COMPANIES LLLP | +56,841 | +331.5% | 73,987 |
| Krilogy Financial LLC | +55,838 | +40.7% | 192,940 |
| Private Advisor Group, LLC | +54,573 | +29.5% | 239,370 |
| Hennion & Walsh Asset Management, I | +48,898 | +5.1% | 1,008,740 |
| Richard P Slaughter Associates Inc | +47,236 | +22.4% | 257,828 |
| Prospera Financial Services Inc | +36,100 | +58.6% | 97,722 |
| ENVESTNET ASSET MANAGEMENT INC | +30,800 | +30.0% | 133,395 |
| Arax Advisory Partners | +28,227 | +5820.0% | 28,712 |
| Janney Montgomery Scott LLC | +24,593 | +20.4% | 145,214 |
| TD PRIVATE CLIENT WEALTH LLC | +24,223 | +897.1% | 26,923 |
| ROYAL BANK OF CANADA | +22,630 | +9.8% | 253,477 |