Columbia Em Core Ex-ChinaXCEMETF
13F holders, Q3 2024 (September 30)148holders +5
11new positions
7sold out
$32.66avg. 13F price*
At the end of Q3 2024, 148 institutions reported holding Columbia Em Core Ex-China (XCEM) in their 13F filings, up 5 from Q2 2024. 11 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($136.0M), Bank of America Corp. ($122.8M) and LPL Financial LLC ($46.3M).
- Company
- Columbia Em Core Ex-China
- CUSIP
- 19762B202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $50.3M |
| Exits | 7 | $17.5M |
All 13F filers, Q2 2024 → Q3 2024: 4,296,951 shares bought and 2,170,325 shares sold, net +2,126,626 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 148 holders
| Morgan Stanley | 0.01% | Reduce -5.1% | 4,164,089 | $136.0M |
| Bank of America Corp. | 0.01% | Add +6.7% | 3,758,341 | $122.8M |
| LPL Financial LLC | 0.02% | Add +39.7% | 1,418,184 | $46.3M |
| Marotta Asset Management | 5.57% | Add +10.7% | 868,104 | $28.4M |
| MA Private Wealth | 4.70% | Add +50.4% | 769,377 | $25.1M |
| Prism Advisors, Inc. | 7.12% | Reduce -0.5% | 761,632 | $24.9M |
| Jane Street Group, LLC | 0.04% | Add +442.9% | 733,647 | $24.0M |
| Richard P Slaughter Associates Inc | 5.07% | Add +3.6% | 669,037 | $21.9M |
| O'Brien Wealth Partners LLC | 4.20% | New | 656,073 | $21.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +11.1% | 609,110 | $19.9M |
| UBS Group AG | 0.01% | Add +0.9% | 607,726 | $19.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +20.3% | 605,800 | $19.8M |
| Hennion & Walsh Asset Management, Inc. | 0.89% | Add +1.5% | 584,221 | $19.1M |
| Alps Advisors Inc. | 0.12% | Reduce -0.2% | 570,675 | $18.6M |
| Partners Capital Investment Group, LLP | 0.29% | No change | 546,304 | $17.8M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -12.8% | 543,012 | $17.7M |
| Flaharty Asset Management, LLC | 2.27% | Reduce -1.6% | 493,700 | $16.1M |
| Eastern Bank | 0.27% | Add +0.8% | 463,473 | $15.1M |
| First Foundation Advisors | 0.57% | Add +20.3% | 460,512 | $15.0M |
| Penserra Capital Management LLC | 0.30% | New | 419,546 | $13.7M |
| CIBC Private Wealth Group LLC | 0.02% | Add +0.6% | 342,187 | $11.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -54.8% | 315,902 | $10.3M |
| CENTRAL TRUST Co | 0.22% | Add +1.0% | 293,136 | $9.6M |
| Planning Alternatives Ltd. | 1.36% | Add +1.0% | 274,096 | $9.0M |
| MML Investors Services, LLC | 0.03% | Reduce -18.5% | 251,074 | $8.2M |
| O'Dell Group, LLC | 1.81% | Add +3.2% | 250,274 | $8.2M |
| Old Mission Capital LLC | 0.16% | Add +399.4% | 229,774 | $7.5M |
| HighTower Advisors, LLC | 0.01% | Add +0.4% | 224,517 | $7.3M |
| Wells Fargo & Company | 0.00% | Add +24.8% | 211,922 | $6.9M |
| Buttonwood Financial Group, LLC | 3.99% | Add +17.6% | 203,633 | $6.7M |
| Raymond James & Associates | 0.00% | Add +6.3% | 202,119 | $6.6M |
| Breakwater Capital Group | 1.31% | Add +7.7% | 199,751 | $6.5M |
| Pine Valley Investments Ltd Liability Co | 0.43% | Reduce -0.5% | 193,020 | $6.3M |
| ONE Advisory Partners, LLC | 2.56% | Add +12.3% | 178,773 | $5.8M |
| Private Advisor Group, LLC | 0.04% | Add +8.2% | 173,940 | $5.7M |
| Watershed Private Wealth LLC | 2.26% | Add +38.5% | 173,702 | $5.7M |
| Petra Financial Advisors Inc. | 3.66% | Add +1.8% | 169,813 | $5.5M |
| KWB Wealth | 0.71% | Add +18.9% | 170,251 | $5.4M |
| Guardian Wealth Advisors, LLC / NC | 0.59% | Add +3.2% | 165,896 | $5.4M |
| Aptus Capital Advisors, LLC | 0.08% | Add +3.2% | 165,896 | $5.4M |
| Mason & Associates Inc | 1.29% | Reduce -20.9% | 158,772 | $5.2M |
| Vertex Planning Partners, LLC | 1.21% | Add +17.3% | 154,723 | $5.1M |
| Cypress Wealth Services, LLC | 1.04% | Add +3.4% | 154,391 | $5.0M |
| Highland Financial Advisors, LLC | 1.65% | Add +3.6% | 142,300 | $4.6M |
| Tennessee Valley Asset Management Partners | 0.77% | Add +4.3% | 141,731 | $4.6M |
| Mariner, LLC | 0.01% | Add +34.6% | 138,360 | $4.5M |
| Osaic Holdings, Inc. | 0.01% | Add +1.5% | 137,871 | $4.5M |
| D.A. Davidson & Co. | 0.04% | Add +31.0% | 135,249 | $4.4M |
| McKinley Carter Wealth Services, Inc. | 0.26% | Reduce -5.9% | 132,808 | $4.3M |
| Bleakley Financial Group, LLC | 0.13% | Add +11.3% | 132,238 | $4.3M |
| Arq Wealth Advisors, LLC | 1.62% | Add +1.7% | 131,038 | $4.3M |
| Susquehanna International Group, LLP | 0.01% | New | 126,691 | $4.1M |
| Wealthcare Advisory Partners LLC | 0.12% | Add +1.9% | 125,493 | $4.1M |
| Flow Traders U.S. LLC | 0.20% | New | 122,255 | $4.0M |
| Keudell/Morrison Wealth Management | 1.04% | Add +39.1% | 117,759 | $3.8M |
| Exencial Wealth Advisors, LLC | 0.14% | Reduce -9.4% | 117,494 | $3.8M |
| WealthCare Investment Partners, LLC | 1.63% | Add +24.7% | 115,988 | $3.7M |
| Stifel Financial Corp. | 0.00% | Add +1.2% | 113,355 | $3.7M |
| Merit Financial Group, LLC | 0.08% | Reduce -10.3% | 107,701 | $3.5M |
| Cetera Investment Advisers | 0.01% | Add +44.1% | 107,167 | $3.5M |
| Creative Planning | 0.00% | Reduce -10.9% | 101,535 | $3.3M |
| Leavell Investment Management, Inc. | 0.15% | Add +0.4% | 94,804 | $3.1M |
| Sebold Capital Management, Inc. | 2.04% | Add +2.7% | 94,788 | $3.1M |
| Krilogy Financial LLC | 0.21% | Add +14.4% | 94,451 | $3.1M |
| Savvy Advisors, Inc. | 0.62% | Add +255.3% | 93,796 | $3.1M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Reduce -2.5% | 90,877 | $3.0M |
| Smithbridge Asset Management Inc. | 0.51% | Reduce -0.1% | 90,807 | $3.0M |
| New England Capital Financial Advisors LLC | 1.51% | Add +7.7% | 89,313 | $2.9M |
| Alpha Financial Partners LLC | 1.96% | New | 84,185 | $2.8M |
| Ehrlich Financial Group | 1.96% | New | 84,185 | $2.8M |
| Cwm, LLC | 0.01% | Add +32.0% | 84,071 | $2.7M |
| First National Corp. /Ma/ | 0.61% | Reduce -5.3% | 83,552 | $2.7M |
| Northwest Capital Management Inc | 0.96% | Add +27.4% | 81,262 | $2.7M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -78.0% | 82,104 | $2.6M |
| Focus Financial Network, Inc. | 0.10% | Add +1.2% | 78,708 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -15.1% | 78,029 | $2.5M |
| Quadcap Wealth Management, LLC | 0.38% | Add +12.5% | 74,526 | $2.4M |
| Coastline Trust Co | 0.26% | Add +3.6% | 67,770 | $2.2M |
| Gladstone Institutional Advisory LLC | 0.10% | Add +20.8% | 64,537 | $2.1M |
| Advisory Services Network, LLC | 0.03% | No change | 52,534 | $1.7M |
| Denver Wealth Management, Inc. | 0.68% | Add +0.9% | 45,268 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +288.6% | 44,832 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Add +7.2% | 43,941 | $1.4M |
| Prospera Financial Services Inc | 0.04% | Add +53.7% | 42,187 | $1.4M |
| Fortress Wealth Management, Inc. | 0.66% | Reduce -69.0% | 40,549 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +5.5% | 38,669 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +22.0% | 36,677 | $1.2M |
| Sheridan Capital Management, LLC | 0.85% | Add +4.8% | 36,626 | $1.2M |
| CoreCap Advisors, LLC | 0.05% | Add +4.6% | 33,676 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.2% | 33,681 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -82.7% | 33,150 | $1.1M |
| United Advisor Group, LLC | 0.22% | Add +10.2% | 30,129 | $984K |
| Diversify Advisory Services, LLC | 0.05% | Add +12.5% | 27,082 | $878K |
| Total Clarity Wealth Management, Inc. | 0.26% | Add +5.8% | 24,795 | $810K |
| CreativeOne Wealth, LLC | 0.03% | Add +25.3% | 23,412 | $765K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.1% | 22,359 | $730K |
| CAP Partners, LLC | 0.54% | Add +46.3% | 22,168 | $724K |
| Sigma Planning Corp | 0.02% | Reduce -50.1% | 22,076 | $721K |
| Envestnet Asset Management Inc. | 0.00% | Add +38.8% | 21,922 | $716K |
| CWC Advisors, LLC. | 0.69% | — | 21,392 | $699K |
"% 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.