Columbia Em Core Ex-ChinaXCEMETF
13F holders, Q1 2024 (March 31)135holders
$31.09avg. 13F price*
At the end of Q1 2024, 135 institutions reported holding Columbia Em Core Ex-China (XCEM) in their 13F filings. The largest holders were Morgan Stanley ($128.1M), Bank of America Corp. ($85.7M) and LPL Financial LLC ($25.1M).
- Company
- Columbia Em Core Ex-China
- CUSIP
- 19762B202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $54.6M |
| Exits | 8 | $9.2M |
Ownership 135 holders
| Morgan Stanley | 0.01% | Add +35.5% | 4,117,474 | $128.1M |
| Bank of America Corp. | 0.01% | Add +57.5% | 2,754,020 | $85.7M |
| LPL Financial LLC | 0.01% | Add +33.0% | 808,291 | $25.1M |
| Bogart Wealth, LLC | 1.29% | Add +2.9% | 808,024 | $25.1M |
| Prism Advisors, Inc. | 7.01% | Add +10.7% | 751,186 | $23.4M |
| Richard P Slaughter Associates Inc | 4.73% | Add +63.6% | 627,146 | $19.5M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +50.2% | 572,572 | $17.8M |
| UBS Group AG | 0.01% | Add +24.3% | 568,731 | $17.7M |
| Alps Advisors Inc. | 0.12% | Reduce -0.8% | 566,075 | $17.6M |
| Marotta Asset Management | 3.56% | Add +18.9% | 553,903 | $17.2M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -2.4% | 524,051 | $16.3M |
| Flaharty Asset Management, LLC | 2.28% | New | 493,589 | $15.4M |
| MA Private Wealth | 3.03% | Add +16.0% | 480,069 | $14.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +96.5% | 465,285 | $14.5M |
| Eastern Bank | 0.59% | Add +1.8% | 455,202 | $14.2M |
| First Foundation Advisors | 0.43% | Add +456.4% | 341,917 | $10.6M |
| JPMorgan Chase & Co. | 0.00% | Add +26.3% | 329,990 | $10.3M |
| CENTRAL TRUST Co | 0.22% | Reduce -1.2% | 289,437 | $9.0M |
| MML Investors Services, LLC | 0.04% | Add +232.8% | 287,093 | $8.9M |
| Planning Alternatives Ltd. | 1.36% | Add +0.1% | 267,058 | $8.3M |
| CIBC Private Wealth Group LLC | 0.02% | Add +11.5% | 258,064 | $8.0M |
| O'Dell Group, LLC | 1.85% | Add +1079.5% | 242,515 | $7.5M |
| Raymond James & Associates | 0.01% | Add +622.1% | 237,201 | $7.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -4.1% | 235,569 | $7.3M |
| Exencial Wealth Advisors, LLC | 0.23% | Reduce -0.7% | 201,203 | $6.3M |
| Pine Valley Investments Ltd Liability Co | 0.49% | Add +41.7% | 200,642 | $6.2M |
| Systelligence, LLC | 1.62% | No change | 199,036 | $6.2M |
| Mason & Associates Inc | 1.63% | Add +156.1% | 196,343 | $6.1M |
| Alerus Financial NA | 0.45% | New | 193,445 | $6.0M |
| Kickstand Ventures, Llc. | 1.69% | Add +10.2% | 191,734 | $6.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +833.4% | 189,214 | $5.9M |
| Breakwater Capital Group | 1.38% | Add +16.2% | 176,951 | $5.5M |
| Petra Financial Advisors Inc. | 3.67% | Add +1.0% | 160,715 | $5.0M |
| Guardian Wealth Advisors, LLC / NC | 0.59% | Add +2.8% | 154,903 | $4.8M |
| Aptus Capital Advisors, LLC | 0.10% | Add +2.8% | 154,903 | $4.8M |
| ONE Advisory Partners, LLC | 2.34% | Add +49.6% | 153,021 | $4.8M |
| Partners Capital Investment Group, LLP | 0.14% | Reduce -70.7% | 150,754 | $4.7M |
| Private Advisor Group, LLC | 0.03% | Add +56.5% | 148,992 | $4.6M |
| KWB Wealth | 0.61% | Add +199.8% | 145,018 | $4.5M |
| McKinley Carter Wealth Services, Inc. | 0.29% | Add +1.2% | 139,237 | $4.3M |
| Financial Advocates Investment Management | 0.25% | New | 137,134 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Add +245.1% | 133,946 | $4.2M |
| Wells Fargo & Company | 0.00% | Add +10618.5% | 133,231 | $4.1M |
| Buttonwood Financial Group, LLC | 2.44% | Add +100.3% | 132,825 | $4.1M |
| Vertex Planning Partners, LLC | 1.12% | Add +19.4% | 130,106 | $4.0M |
| Tennessee Valley Asset Management Partners | 0.98% | New | 129,910 | $4.0M |
| Fortress Wealth Management, Inc. | 2.06% | Add +7.4% | 128,670 | $4.0M |
| Arq Wealth Advisors, LLC | 1.68% | Add +33.5% | 124,144 | $3.9M |
| Highland Financial Advisors, LLC | 1.48% | Add +12.2% | 119,216 | $3.7M |
| Creative Planning | 0.00% | Reduce -2.7% | 117,398 | $3.7M |
| Merit Financial Group, LLC | 0.09% | New | 115,633 | $3.6M |
| Wealthcare Advisory Partners LLC | 0.12% | Add +7.4% | 114,970 | $3.6M |
| Watershed Private Wealth LLC | 1.57% | New | 114,193 | $3.6M |
| Stifel Financial Corp. | 0.00% | Add +13.7% | 112,568 | $3.5M |
| Cypress Wealth Services, LLC | 0.76% | Reduce -1.3% | 104,347 | $3.2M |
| D.A. Davidson & Co. | 0.03% | Add +26.4% | 103,989 | $3.2M |
| Focus Partners Wealth | 0.03% | New | 100,878 | $3.1M |
| Sebold Capital Management, Inc. | 1.96% | Reduce -0.2% | 93,380 | $2.9M |
| Smithbridge Asset Management Inc. | 0.59% | Add +1.4% | 92,555 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +10.5% | 92,496 | $2.9M |
| Leavell Investment Management, Inc. | 0.16% | Add +17.0% | 91,408 | $2.8M |
| Royal Bank of Canada | 0.00% | New | 84,917 | $2.6M |
| New England Capital Financial Advisors LLC | 1.46% | New | 83,324 | $2.6M |
| Krilogy Financial LLC | 0.19% | Reduce -3.7% | 79,945 | $2.5M |
| Jane Street Group, LLC | 0.00% | Reduce -23.4% | 76,913 | $2.4M |
| Focus Financial Network, Inc. | 0.11% | — | 77,629 | $2.3M |
| First National Corp. /Ma/ | 0.57% | No change | 75,961 | $2.3M |
| Bleakley Financial Group, LLC | 0.06% | Add +844.2% | 71,857 | $2.2M |
| Simplicity Wealth,LLC | 0.05% | New | 71,857 | $2.2M |
| Cetera Investment Advisers | 0.01% | New | 68,918 | $2.1M |
| WealthCare Investment Partners, LLC | 1.01% | Add +219.9% | 67,315 | $2.1M |
| Coastline Trust Co | 0.23% | Add +244.7% | 61,716 | $1.9M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Add +138.3% | 60,959 | $1.9M |
| Keudell/Morrison Wealth Management | 0.57% | Add +17.3% | 60,118 | $1.9M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +1.2% | 53,585 | $1.7M |
| WCG Wealth Advisors LLC | 0.13% | Add +2.4% | 51,545 | $1.6M |
| Mariner, LLC | 0.00% | Add +20.4% | 51,259 | $1.6M |
| Sigma Planning Corp | 0.04% | Add +87.4% | 38,103 | $1.2M |
| Sheridan Capital Management, LLC | 0.80% | Add +52.3% | 34,039 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +2.8% | 33,451 | $1.0M |
| CoreCap Advisors, LLC | 0.05% | Add +6.3% | 32,430 | $1.0M |
| Redmont Wealth Advisors LLC | 1.38% | Add +59.2% | 31,788 | $989K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +210.2% | 31,449 | $978K |
| Denver Wealth Management, Inc. | 0.44% | New | 27,755 | $863K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -29.5% | 26,050 | $810K |
| Prospera Financial Services Inc | 0.02% | New | 25,768 | $801K |
| Ameriprise Financial Inc. | 0.00% | New | 23,571 | $733K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.7% | 23,264 | $723K |
| United Advisor Group, LLC | 0.26% | New | 22,136 | $688K |
| Cresset Asset Management, LLC | 0.00% | No change | 21,114 | $657K |
| Atlas Capital Advisors Inc. | 0.10% | Add +1.5% | 20,817 | $647K |
| Brand Asset Management Group, Inc. | 0.27% | Add +126.8% | 20,328 | $632K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -1.3% | 20,344 | $613K |
| CreativeOne Wealth, LLC | 0.02% | Add +32.8% | 19,362 | $602K |
| Brown Advisory Inc. | 0.00% | No change | 19,071 | $593K |
| Kestra Advisory Services, LLC | 0.00% | Add +87.9% | 17,561 | $546K |
| Quantinno Capital Management LP | 0.01% | New | 17,298 | $538K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 17,175 | $534K |
| Telos Capital Management, Inc. | 0.06% | Add +4.2% | 16,844 | $524K |
| Managed Asset Portfolios, LLC | 0.08% | Add +55.0% | 16,761 | $521K |
| Diversify Advisory Services, LLC | 0.03% | — | 16,504 | $512K |
| Total Clarity Wealth Management, Inc. | 0.17% | Reduce -1.6% | 15,654 | $487K |
| Flow Traders U.S. LLC | 0.03% | Reduce -62.6% | 15,149 | $471K |
| Savvy Advisors, Inc. | 0.27% | New | 14,827 | $461K |
| GW Henssler & Associates Ltd. | 0.03% | Add +13.3% | 14,800 | $460K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.9% | 13,782 | $429K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -0.6% | 12,557 | $391K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -0.4% | 11,687 | $363K |
| Mission Wealth Management, LP | 0.01% | New | 7,716 | $240K |
| SFG Wealth Management, LLC. | 0.14% | Reduce -0.2% | 7,677 | $239K |
| LaFleur & Godfrey LLC | 0.04% | New | 7,654 | $238K |
| Jackson Creek Investment Advisors LLC | 0.08% | New | 7,357 | $229K |
| MKT Advisors LLC | 0.12% | New | 7,234 | $225K |
| Principal Securities, Inc. | 0.00% | Add +59.0% | 4,693 | $146K |
| Smithfield Trust Co | 0.01% | Add +104.5% | 4,500 | $141K |
| Cwm, LLC | 0.00% | Add +2.3% | 4,371 | $136K |
| Northwest Capital Management Inc | 0.04% | Add +2.3% | 4,371 | $136K |
| Comerica Bank | 0.00% | Reduce -0.2% | 4,271 | $133K |
| Sachetta, LLC | 0.04% | No change | 2,714 | $82K |
| Main Management LLC | 0.01% | No change | 2,095 | $65K |
| McClarren Financial Advisors, Inc. | 0.03% | Add +0.1% | 1,377 | $43K |
| Tidemark, LLC | 0.02% | Reduce -90.7% | 1,261 | $39K |
| Allworth Financial LP | 0.00% | No change | 1,230 | $38K |
| Harbour Investments, Inc. | 0.00% | No change | 1,151 | $36K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -33.0% | 1,021 | $32K |
| Abound Wealth Management | 0.01% | No change | 908 | $28K |
| FMR LLC | 0.00% | Add +144.6% | 658 | $20K |
| McIlrath & Eck, LLC | 0.00% | No change | 607 | $19K |
| Heck Capital Advisors, LLC | 0.00% | No change | 564 | $18K |
| US Bancorp \de | 0.00% | New | 554 | $17K |
| Private Trust Co. NA | 0.00% | No change | 415 | $13K |
| Wolff Wiese Magana LLC | 0.00% | No change | 129 | $4K |
| IFP Advisors, Inc | 0.00% | Reduce -78.1% | 100 | $3K |
| Venturi Wealth Management, LLC | 0.00% | No change | 83 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +56.3% | 25 | $778 |
"% of holder's portfolio" is XCEM's weight in each manager's 13F, not the share of Columbia Em Core Ex-China the manager owns.