Columbia Em Core Ex-ChinaXCEMETF
13F holders, Q2 2024 (June 30)143holders +8
15new positions
8sold out
$31.90avg. 13F price*
At the end of Q2 2024, 143 institutions reported holding Columbia Em Core Ex-China (XCEM) in their 13F filings, up 8 from Q1 2024. 15 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($140.1M), Bank of America Corp. ($112.4M) and LPL Financial LLC ($32.4M).
- Company
- Columbia Em Core Ex-China
- CUSIP
- 19762B202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $42.8M |
| Exits | 8 | $13.1M |
All 13F filers, Q1 2024 → Q2 2024: 4,800,523 shares bought and 1,522,649 shares sold, net +3,277,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 143 holders
| Morgan Stanley | 0.01% | Add +6.6% | 4,389,096 | $140.1M |
| Bank of America Corp. | 0.01% | Add +27.9% | 3,522,802 | $112.4M |
| LPL Financial LLC | 0.02% | Add +25.6% | 1,015,477 | $32.4M |
| Marotta Asset Management | 5.18% | Add +41.5% | 783,934 | $25.0M |
| Prism Advisors, Inc. | 7.41% | Add +1.9% | 765,407 | $24.4M |
| JPMorgan Chase & Co. | 0.00% | Add +111.6% | 698,330 | $22.3M |
| Richard P Slaughter Associates Inc | 4.86% | Add +3.0% | 645,806 | $20.6M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +8.8% | 622,848 | $19.9M |
| UBS Group AG | 0.01% | Add +5.9% | 602,375 | $19.2M |
| Hennion & Walsh Asset Management, Inc. | 0.94% | New | 575,619 | $18.4M |
| Alps Advisors Inc. | 0.13% | Add +1.0% | 571,735 | $18.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +17.8% | 548,032 | $17.5M |
| Partners Capital Investment Group, LLP | 0.29% | Add +262.4% | 546,304 | $17.4M |
| MA Private Wealth | 3.23% | Add +6.6% | 511,659 | $16.3M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -3.9% | 503,705 | $16.1M |
| Flaharty Asset Management, LLC | 2.37% | Add +1.6% | 501,681 | $16.0M |
| Eastern Bank | 0.59% | Add +1.1% | 460,009 | $14.7M |
| Janiczek Wealth Management, LLC | 3.02% | New | 450,695 | $14.4M |
| First Foundation Advisors | 0.47% | Add +12.0% | 382,813 | $12.2M |
| Sanctuary Advisors, LLC | 0.08% | — | 372,430 | $11.3M |
| CIBC Private Wealth Group LLC | 0.02% | Add +31.8% | 340,107 | $11.2M |
| MML Investors Services, LLC | 0.04% | Add +7.3% | 308,129 | $9.8M |
| CENTRAL TRUST Co | 0.23% | Add +0.3% | 290,220 | $9.3M |
| Planning Alternatives Ltd. | 1.40% | Add +1.6% | 271,452 | $8.7M |
| O'Dell Group, LLC | 1.85% | No change | 242,515 | $7.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.1% | 223,660 | $7.1M |
| Mason & Associates Inc | 1.70% | Add +2.2% | 200,749 | $6.4M |
| Systelligence, LLC | 1.66% | Reduce -2.0% | 195,046 | $6.2M |
| Pine Valley Investments Ltd Liability Co | 0.46% | Reduce -3.4% | 193,898 | $6.2M |
| Alerus Financial NA | 0.46% | Reduce -0.7% | 192,053 | $6.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.0% | 191,182 | $6.1M |
| Raymond James & Associates | 0.00% | Reduce -19.9% | 190,044 | $6.1M |
| Breakwater Capital Group | 1.34% | Add +4.8% | 185,507 | $5.9M |
| Buttonwood Financial Group, LLC | 3.15% | Add +30.4% | 173,172 | $5.5M |
| Wells Fargo & Company | 0.00% | Add +27.5% | 169,819 | $5.4M |
| Petra Financial Advisors Inc. | 3.83% | Add +3.8% | 166,867 | $5.3M |
| Private Advisor Group, LLC | 0.03% | Add +7.9% | 160,821 | $5.1M |
| Guardian Wealth Advisors, LLC / NC | 0.60% | Add +3.7% | 160,682 | $5.1M |
| Aptus Capital Advisors, LLC | 0.10% | Add +3.7% | 160,682 | $5.1M |
| ONE Advisory Partners, LLC | 2.34% | Add +4.0% | 159,136 | $5.1M |
| Focus Partners Wealth | 0.02% | Add +54.0% | 155,382 | $5.0M |
| Cypress Wealth Services, LLC | 1.06% | Add +43.0% | 149,264 | $4.8M |
| McKinley Carter Wealth Services, Inc. | 0.29% | Add +1.4% | 141,173 | $4.5M |
| KWB Wealth | 0.61% | Reduce -1.3% | 143,164 | $4.5M |
| Highland Financial Advisors, LLC | 1.63% | Add +15.2% | 137,293 | $4.4M |
| Tennessee Valley Asset Management Partners | 0.81% | Add +4.6% | 135,904 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Add +1.4% | 135,824 | $4.3M |
| Jane Street Group, LLC | 0.00% | Add +75.7% | 135,135 | $4.3M |
| Vertex Planning Partners, LLC | 1.09% | Add +1.4% | 131,873 | $4.2M |
| Fortress Wealth Management, Inc. | 2.13% | Add +1.5% | 130,630 | $4.2M |
| Exencial Wealth Advisors, LLC | 0.16% | Reduce -35.6% | 129,620 | $4.1M |
| Arq Wealth Advisors, LLC | 1.78% | Add +3.8% | 128,870 | $4.1M |
| Watershed Private Wealth LLC | 1.70% | Add +9.8% | 125,386 | $4.0M |
| Wealthcare Advisory Partners LLC | 0.12% | Add +7.2% | 123,189 | $3.9M |
| Merit Financial Group, LLC | 0.08% | Add +3.9% | 120,100 | $3.8M |
| Bleakley Financial Group, LLC | 0.11% | Add +65.3% | 118,786 | $3.8M |
| Simplicity Wealth,LLC | 0.09% | Add +65.3% | 118,786 | $3.8M |
| Creative Planning | 0.00% | Reduce -3.0% | 113,933 | $3.6M |
| Stifel Financial Corp. | 0.00% | Reduce -0.5% | 111,981 | $3.6M |
| D.A. Davidson & Co. | 0.03% | Reduce -0.7% | 103,261 | $3.3M |
| Mariner, LLC | 0.01% | Add +100.6% | 102,823 | $3.3M |
| Leavell Investment Management, Inc. | 0.17% | Add +3.3% | 94,431 | $3.0M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Add +53.0% | 93,237 | $3.0M |
| WealthCare Investment Partners, LLC | 1.38% | Add +38.2% | 93,026 | $3.0M |
| Sebold Capital Management, Inc. | 2.03% | Reduce -1.2% | 92,294 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.6% | 91,918 | $2.9M |
| Smithbridge Asset Management Inc. | 0.60% | Reduce -1.7% | 90,942 | $2.9M |
| First National Corp. /Ma/ | 0.67% | Add +16.2% | 88,255 | $2.8M |
| Keudell/Morrison Wealth Management | 0.79% | Add +40.8% | 84,664 | $2.7M |
| New England Capital Financial Advisors LLC | 1.48% | Reduce -0.5% | 82,928 | $2.6M |
| Krilogy Financial LLC | 0.19% | Add +3.3% | 82,557 | $2.6M |
| Focus Financial Network, Inc. | 0.11% | Add +0.2% | 77,796 | $2.5M |
| Private Wealth Advisors, LLC | 1.06% | New | 76,344 | $2.4M |
| Cetera Investment Advisers | 0.01% | Add +7.9% | 74,356 | $2.4M |
| Quadcap Wealth Management, LLC | 0.38% | New | 66,245 | $2.1M |
| Coastline Trust Co | 0.24% | Add +6.0% | 65,415 | $2.1M |
| Northwest Capital Management Inc | 0.74% | Add +1359.4% | 63,790 | $2.0M |
| Cwm, LLC | 0.01% | Add +1356.5% | 63,664 | $2.0M |
| Gladstone Institutional Advisory LLC | 0.09% | Reduce -0.3% | 53,433 | $1.7M |
| Advisory Services Network, LLC | 0.03% | New | 52,534 | $1.7M |
| Old Mission Capital LLC | 0.04% | New | 46,005 | $1.5M |
| Denver Wealth Management, Inc. | 0.72% | Add +61.6% | 44,864 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +16.2% | 44,263 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Add +73.9% | 40,986 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +9.6% | 36,669 | $1.2M |
| Sheridan Capital Management, LLC | 0.83% | Add +2.6% | 34,931 | $1.1M |
| CoreCap Advisors, LLC | 0.11% | Reduce -0.7% | 32,200 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.1% | 31,434 | $1.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +71.1% | 30,054 | $959K |
| Prospera Financial Services Inc | 0.02% | Add +6.5% | 27,446 | $876K |
| United Advisor Group, LLC | 0.27% | Add +23.6% | 27,349 | $873K |
| Savvy Advisors, Inc. | 0.27% | Add +78.0% | 26,398 | $843K |
| Diversify Advisory Services, LLC | 0.04% | Add +45.8% | 24,067 | $791K |
| Total Clarity Wealth Management, Inc. | 0.26% | Add +49.6% | 23,425 | $748K |
| Cresset Asset Management, LLC | 0.00% | Add +6.0% | 22,390 | $715K |
| Brand Asset Management Group, Inc. | 0.27% | No change | 20,328 | $649K |
| Brown Advisory Inc. | 0.00% | No change | 19,071 | $609K |
| Redmont Wealth Advisors LLC | 0.95% | Reduce -40.7% | 18,862 | $602K |
| Atlas Capital Advisors Inc. | 0.08% | Reduce -9.8% | 18,782 | $600K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -7.8% | 18,767 | $599K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -3.5% | 18,682 | $596K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -30.9% | 18,008 | $575K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 17,175 | $548K |
| Telos Capital Management, Inc. | 0.06% | Add +1.3% | 17,059 | $545K |
| Managed Asset Portfolios, LLC | 0.08% | Add +0.8% | 16,900 | $539K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -32.1% | 15,795 | $504K |
| CAP Partners, LLC | 0.39% | New | 15,151 | $484K |
| GW Henssler & Associates Ltd. | 0.03% | No change | 14,800 | $472K |
| Redwood Financial Network Corp | 0.36% | New | 13,600 | $434K |
| Pure Financial Advisors, LLC | 0.01% | Add +12.5% | 13,146 | $420K |
| Koss-Olinger Consulting, LLC | 0.04% | New | 13,100 | $418K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -0.2% | 12,532 | $400K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -12.9% | 12,006 | $383K |
| Rockefeller Capital Management L.P. | 0.00% | New | 11,536 | $368K |
| LaFleur & Godfrey LLC | 0.05% | Add +48.4% | 11,356 | $362K |
| Mission Wealth Management, LP | 0.01% | Add +2.1% | 7,879 | $251K |
| MKT Advisors LLC | 0.12% | Add +3.6% | 7,497 | $246K |
| RAM Investment Partners, LLC | 0.07% | New | 7,600 | $243K |
| Jackson Creek Investment Advisors LLC | 0.08% | Reduce -3.3% | 7,115 | $227K |
| Pacific Sage Partners, LLC | 0.05% | New | 6,275 | $200K |
| Avior Wealth Management, LLC | 0.01% | New | 5,120 | $163K |
| Principal Securities, Inc. | 0.00% | No change | 4,693 | $150K |
| Smithfield Trust Co | 0.01% | Add +1.7% | 4,575 | $147K |
| Comerica Bank | 0.00% | Reduce -11.4% | 3,784 | $121K |
| Bogart Wealth, LLC | 0.01% | Reduce -99.6% | 3,358 | $107K |
| Sachetta, LLC | 0.03% | Reduce -18.2% | 2,221 | $71K |
| Main Management LLC | 0.01% | No change | 2,095 | $67K |
| Allworth Financial LP | 0.00% | No change | 1,230 | $40K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,224 | $39K |
| FMR LLC | 0.00% | Add +77.5% | 1,168 | $37K |
| Castleview Partners, LLC | 0.02% | New | 946 | $30K |
| Harbour Investments, Inc. | 0.00% | Reduce -20.8% | 912 | $29K |
| Abound Wealth Management | 0.01% | No change | 908 | $29K |
| Tidemark, LLC | 0.01% | Reduce -32.2% | 855 | $27K |
| Royal Bank of Canada | 0.00% | Reduce -99.3% | 614 | $20K |
| McIlrath & Eck, LLC | 0.00% | No change | 607 | $19K |
| Heck Capital Advisors, LLC | 0.00% | No change | 564 | $18K |
| 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% | No change | 100 | $3K |
| Venturi Wealth Management, LLC | 0.00% | No change | 83 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +12.0% | 28 | $894 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -97.8% | 31 | $43 |
"% 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.