Columbia Em Core Ex-ChinaXCEMETF
13F holders, Q4 2024 (December 31)163holders +15
18new positions
9sold out
$30.03avg. 13F price*
At the end of Q4 2024, 163 institutions reported holding Columbia Em Core Ex-China (XCEM) in their 13F filings, up 15 from Q3 2024. 18 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($117.2M), Morgan Stanley ($111.0M) and LPL Financial LLC ($44.0M).
- Company
- Columbia Em Core Ex-China
- CUSIP
- 19762B202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $51.3M |
| Exits | 9 | $9.4M |
All 13F filers, Q3 2024 → Q4 2024: 2,403,259 shares bought and 2,406,409 shares sold, net −3,150 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 163 holders
| Bank of America Corp. | 0.01% | Add +5.3% | 3,958,602 | $117.2M |
| Morgan Stanley | 0.01% | Reduce -10.0% | 3,748,567 | $111.0M |
| LPL Financial LLC | 0.02% | Add +4.8% | 1,486,080 | $44.0M |
| Marotta Asset Management | 5.42% | Add +0.7% | 874,044 | $25.9M |
| Raymond James Financial Inc. | 0.01% | — | 788,298 | $23.3M |
| Prism Advisors, Inc. | 6.88% | Add +1.9% | 776,007 | $23.0M |
| MA Private Wealth | 4.28% | Add +0.6% | 774,158 | $22.9M |
| O'Brien Wealth Partners LLC | 3.85% | Add +10.0% | 721,765 | $21.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +5.1% | 640,231 | $19.0M |
| Richard P Slaughter Associates Inc | 4.20% | Reduce -5.4% | 632,765 | $18.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +3.0% | 624,260 | $18.5M |
| Alps Advisors Inc. | 0.11% | Add +7.0% | 610,685 | $18.1M |
| UBS Group AG | 0.00% | Reduce -5.3% | 575,588 | $17.0M |
| Hennion & Walsh Asset Management, Inc. | 0.76% | Reduce -2.6% | 569,099 | $16.8M |
| Flaharty Asset Management, LLC | 2.12% | Reduce -0.5% | 491,377 | $14.5M |
| Cerity Partners LLC | 0.03% | New | 482,023 | $14.3M |
| Eastern Bank | 0.26% | Add +0.3% | 464,843 | $13.8M |
| First Foundation Advisors | 0.50% | Reduce -3.2% | 445,777 | $13.2M |
| Penserra Capital Management LLC | 0.23% | Add +1.1% | 424,382 | $12.6M |
| Strategic Wealth Investment Group, LLC | 0.67% | New | 21,136 | $12.1M |
| Syon Capital LLC | 1.09% | New | 408,672 | $12.1M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -0.4% | 340,806 | $10.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.7% | 310,558 | $9.2M |
| Jane Street Group, LLC | 0.01% | Reduce -58.0% | 308,442 | $9.1M |
| CENTRAL TRUST Co | 0.22% | Add +4.9% | 307,442 | $9.1M |
| Planning Alternatives Ltd. | 1.30% | Add +4.6% | 286,673 | $8.5M |
| KWB Wealth | 0.94% | Add +35.9% | 231,311 | $7.6M |
| O'Dell Group, LLC | 1.68% | Add +0.2% | 250,868 | $7.4M |
| Buttonwood Financial Group, LLC | 3.61% | Add +4.9% | 213,590 | $6.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -4.8% | 213,663 | $6.3M |
| Watershed Private Wealth LLC | 2.37% | Add +18.2% | 205,344 | $6.1M |
| Breakwater Capital Group | 1.21% | Add +2.7% | 205,207 | $6.1M |
| Pine Valley Investments Ltd Liability Co | 0.39% | Add +4.1% | 200,985 | $5.9M |
| Wells Fargo & Company | 0.00% | Reduce -7.7% | 195,657 | $5.8M |
| ONE Advisory Partners, LLC | 2.46% | Add +4.7% | 187,252 | $5.5M |
| Private Advisor Group, LLC | 0.03% | Add +7.6% | 187,175 | $5.5M |
| Focus Partners Wealth | 0.01% | New | 180,572 | $5.3M |
| Cypress Wealth Services, LLC | 1.03% | Add +12.7% | 173,968 | $5.1M |
| Mariner, LLC | 0.01% | Add +23.9% | 171,366 | $5.1M |
| Guardian Wealth Advisors, LLC / NC | 0.40% | Add +2.3% | 169,699 | $5.0M |
| Aptus Capital Advisors, LLC | 0.06% | Add +2.3% | 169,699 | $5.0M |
| Petra Financial Advisors Inc. | 3.31% | Reduce -3.3% | 164,278 | $4.9M |
| Vertex Planning Partners, LLC | 1.03% | Add +1.9% | 157,736 | $4.7M |
| Partners Capital Investment Group, LLP | 0.13% | Reduce -71.9% | 153,312 | $4.5M |
| Highland Financial Advisors, LLC | 1.56% | Add +6.8% | 151,944 | $4.5M |
| McKinley Carter Wealth Services, Inc. | 0.27% | Add +13.8% | 151,197 | $4.5M |
| Osaic Holdings, Inc. | 0.01% | Add +8.5% | 149,545 | $4.4M |
| Tennessee Valley Asset Management Partners | 0.73% | Add +3.8% | 147,080 | $4.4M |
| D.A. Davidson & Co. | 0.04% | Add +7.3% | 145,191 | $4.3M |
| Arq Wealth Advisors, LLC | 1.62% | Add +10.1% | 144,246 | $4.3M |
| Bleakley Financial Group, LLC | 0.13% | Add +8.7% | 143,787 | $4.3M |
| Wealthcare Advisory Partners LLC | 0.11% | Add +9.8% | 137,736 | $4.1M |
| Savvy Advisors, Inc. | 0.45% | Add +33.3% | 124,996 | $3.7M |
| Merit Financial Group, LLC | 0.06% | Add +7.8% | 116,127 | $3.4M |
| Northwest Capital Management Inc | 1.46% | Add +41.6% | 115,035 | $3.4M |
| Cwm, LLC | 0.01% | Add +36.8% | 115,035 | $3.4M |
| Stifel Financial Corp. | 0.00% | Add +1.1% | 114,639 | $3.4M |
| WealthCare Investment Partners, LLC | 1.42% | Reduce -5.4% | 109,765 | $3.3M |
| Krilogy Financial LLC | 0.20% | Add +8.4% | 102,363 | $3.0M |
| Exencial Wealth Advisors, LLC | 0.11% | Reduce -16.6% | 98,048 | $2.9M |
| Sebold Capital Management, Inc. | 1.93% | Add +2.9% | 97,514 | $2.9M |
| Cetera Investment Advisers | 0.01% | Reduce -9.3% | 97,143 | $2.9M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Add +5.5% | 95,879 | $2.8M |
| Creative Planning | 0.00% | Reduce -5.7% | 95,721 | $2.8M |
| Gladstone Institutional Advisory LLC | 0.13% | Add +48.1% | 95,583 | $2.8M |
| New England Capital Financial Advisors LLC | 1.38% | Add +7.0% | 95,525 | $2.8M |
| Mason & Associates Inc | 0.66% | Reduce -39.9% | 95,437 | $2.8M |
| Leavell Investment Management, Inc. | 0.14% | Reduce -1.3% | 93,542 | $2.8M |
| Ehrlich Financial Group | 1.87% | Add +5.3% | 88,682 | $2.6M |
| First National Corp. /Ma/ | 0.59% | Add +5.6% | 88,200 | $2.6M |
| Focus Financial Network, Inc. | 0.10% | Add +4.4% | 82,204 | $2.4M |
| Composition Wealth, LLC | 0.05% | New | 81,464 | $2.4M |
| Prospera Financial Services Inc | 0.05% | Add +76.8% | 74,589 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -7.4% | 72,244 | $2.1M |
| Old Mission Capital LLC | 0.05% | Reduce -70.7% | 67,351 | $2.0M |
| Quadcap Wealth Management, LLC | 0.28% | Reduce -15.1% | 63,243 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -51.0% | 62,069 | $1.8M |
| Coastline Trust Co | 0.21% | Reduce -12.0% | 59,664 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Add +31.1% | 57,630 | $1.7M |
| MML Investors Services, LLC | 0.01% | Reduce -79.1% | 52,576 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -38.4% | 50,548 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.0% | 47,075 | $1.4M |
| SoundView Advisors Inc. | 0.56% | — | 45,781 | $1.4M |
| United Advisor Group, LLC | 0.25% | Add +42.2% | 42,853 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +1.0% | 39,071 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.8% | 38,430 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +11.5% | 37,554 | $1.1M |
| Sheridan Capital Management, LLC | 0.78% | Add +2.4% | 37,491 | $1.1M |
| Scarborough Advisors, LLC | 0.15% | New | 35,734 | $1.1M |
| CoreCap Advisors, LLC | 0.05% | Add +4.7% | 35,262 | $1.0M |
| Thrivent Financial for Lutherans | 0.00% | Add +2.3% | 33,910 | $1.0M |
| Stonebrook Private Inc. | 0.24% | New | 30,991 | $917K |
| Flow Traders U.S. LLC | 0.03% | Reduce -77.2% | 27,884 | $825K |
| Fortress Wealth Management, Inc. | 0.39% | Reduce -32.4% | 27,416 | $812K |
| Diversify Advisory Services, LLC | 0.04% | Add +0.4% | 27,190 | $803K |
| Advisory Services Network, LLC | 0.01% | Reduce -53.8% | 24,248 | $718K |
| Envestnet Asset Management Inc. | 0.00% | Add +8.2% | 23,715 | $702K |
| CreativeOne Wealth, LLC | 0.02% | Add +0.0% | 23,417 | $693K |
| CAP Partners, LLC | 0.49% | Add +5.1% | 23,294 | $690K |
| FMR LLC | 0.00% | Add +427.2% | 23,114 | $684K |
| Cresset Asset Management, LLC | 0.00% | Add +0.1% | 22,393 | $663K |
| CWC Advisors, LLC. | 0.65% | Add +3.6% | 22,166 | $656K |
| Brand Asset Management Group, Inc. | 0.26% | Add +7.8% | 21,904 | $648K |
| Sigma Planning Corp | 0.02% | Reduce -8.2% | 20,257 | $600K |
| Redwood Financial Network Corp | 0.42% | Add +9.7% | 19,029 | $563K |
| Redmont Wealth Advisors LLC | 0.97% | Add +0.2% | 18,896 | $559K |
| Telos Capital Management, Inc. | 0.06% | Add +1.6% | 18,576 | $550K |
| Amplius Wealth Advisors, LLC | 0.05% | New | 17,765 | $526K |
| Managed Asset Portfolios, LLC | 0.08% | Add +1.1% | 17,747 | $525K |
| Brown Advisory Inc. | 0.00% | No change | 17,514 | $518K |
| Oxford Financial Group, LTD. LLC | 0.03% | No change | 17,175 | $508K |
| GPS Wealth Strategies Group, LLC | 0.06% | Add +21.2% | 17,053 | $505K |
| Total Clarity Wealth Management, Inc. | 0.16% | Reduce -31.4% | 17,017 | $504K |
| Nicholas Hoffman & Company, LLC. | 0.02% | New | 16,722 | $495K |
| Quantinno Capital Management LP | 0.00% | No change | 16,654 | $493K |
| GW Henssler & Associates Ltd. | 0.03% | No change | 14,800 | $484K |
| Koss-Olinger Consulting, LLC | 0.04% | No change | 15,959 | $472K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -5.4% | 15,265 | $452K |
| Atlas Capital Advisors Inc. | 0.05% | Reduce -2.7% | 14,275 | $423K |
| Avidian Wealth Enterprises, LLC | 0.02% | New | 13,128 | $389K |
| LaFleur & Godfrey LLC | 0.05% | Add +9.1% | 12,897 | $382K |
| MKT Advisors LLC | 0.15% | Add +14.6% | 11,860 | $356K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -12.9% | 11,869 | $351K |
| Retirement Planning Group, LLC / NY | 0.38% | — | 11,790 | $349K |
| Snider Financial Group | 0.11% | New | 11,618 | $344K |
| Legacy Financial Advisors, Inc. | 0.05% | Add +13.3% | 11,220 | $332K |
| McAdam, LLC | 0.02% | New | 10,923 | $323K |
| Centurion Wealth Management LLC | 0.10% | Add +52.1% | 10,906 | $323K |
| Independent Financial Group, LLC | 0.01% | New | 10,692 | $316K |
| Legacy Capital Wealth Partners, LLC | 0.08% | New | 10,533 | $312K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -1.7% | 10,473 | $310K |
| HRT Financial LP | 0.00% | New | 10,473 | $310K |
| Ridgeline Wealth Planning, LLC | 0.23% | — | 8,041 | $238K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -40.9% | 7,763 | $230K |
| RAM Investment Partners, LLC | 0.06% | No change | 7,600 | $225K |
| Mission Wealth Management, LP | 0.01% | Reduce -3.2% | 7,194 | $213K |
| Principal Securities, Inc. | 0.00% | Add +46.8% | 7,138 | $211K |
| Jackson Creek Investment Advisors LLC | 0.06% | No change | 7,115 | $211K |
| Avior Wealth Management, LLC | 0.01% | Add +25.3% | 6,414 | $190K |
| Smithfield Trust Co | 0.01% | No change | 4,575 | $136K |
| Comerica Bank | 0.00% | Add +5.6% | 4,384 | $130K |
| Westside Investment Management, Inc. | 0.01% | Add +4.7% | 2,221 | $66K |
| MAI Capital Management | 0.00% | New | 2,170 | $64K |
| Main Management LLC | 0.01% | No change | 2,095 | $62K |
| McClarren Financial Advisors, Inc. | 0.12% | Add +2.7% | 1,413 | $41K |
| Allworth Financial LP | 0.00% | Add +2.8% | 1,264 | $39K |
| Bogart Wealth, LLC | 0.00% | Reduce -46.1% | 1,207 | $36K |
| Royal Bank of Canada | 0.00% | Add +317.0% | 1,126 | $33K |
| Graney & King, LLC | 0.02% | — | 1,087 | $32K |
| Medallion Wealth Advisors, LLC | 0.02% | — | 1,055 | $31K |
| Wingate Wealth Advisors, Inc. | 0.03% | — | 950 | $28K |
| Abound Wealth Management | 0.01% | Add +2.8% | 933 | $28K |
| Golden State Wealth Management, LLC | 0.00% | — | 816 | $24K |
| Harbour Investments, Inc. | 0.00% | Reduce -16.6% | 628 | $19K |
| McIlrath & Eck, LLC | 0.00% | No change | 607 | $18K |
| Heck Capital Advisors, LLC | 0.00% | No change | 564 | $17K |
| IFP Advisors, Inc | 0.00% | Add +0.7% | 436 | $13K |
| Private Trust Co. NA | 0.00% | No change | 415 | $12K |
| Tidemark, LLC | 0.00% | Reduce -72.2% | 238 | $7K |
| Principia Wealth Advisory, LLC | 0.00% | — | 176 | $5K |
| Farther Finance Advisors, LLC | 0.00% | New | 85 | $3K |
| Brooklyn Investment Group | 0.00% | New | 37 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 34 | $1K |
"% 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.