Columbia Em Core Ex-ChinaXCEMETF

13F holders, Q1 2025 (March 31)
165holders +2
15new positions
14sold out
1famous investor
$29.62avg. 13F price*

At the end of Q1 2025, 165 institutions reported holding Columbia Em Core Ex-China (XCEM) in their 13F filings, up 2 from Q4 2024. 15 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($104.3M), Bank of America Corp. ($81.9M) and LPL Financial LLC ($36.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Columbia Em Core Ex-China
CUSIP
19762B202
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 135Q1 2024Q2 2024: 143Q2 2024Q3 2024: 148Q3 2024Q4 2024: 163Q4 2024Q1 2025: 165Q1 2025Q2 2025: 166Q2 2025Q3 2025: 171Q3 2025Q4 2025: 176Q4 2025Q1 2026: 191Q1 2026Q2 2026: 205Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions15$13.2M
Exits14$21.3M

All 13F filers, Q4 2024 → Q1 2025: 3,390,673 shares bought and 4,819,617 shares sold, net −1,428,944 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 165 holders

Morgan Stanley 0.01% Reduce -5.8% 3,531,294 $104.3M
Bank of America Corp. 0.01% Reduce -30.0% 2,772,234 $81.9M
LPL Financial LLC 0.01% Reduce -16.3% 1,243,236 $36.7M
Marotta Asset Management 5.57% Reduce -0.7% 868,104 $28.4M
Raymond James Financial Inc. 0.01% Add +10.7% 872,362 $25.8M
Penserra Capital Management LLC 0.46% Add +104.2% 866,460 $25.6M
Prism Advisors, Inc. 7.21% Add +2.3% 793,639 $23.4M
Flaharty Asset Management, LLC 3.32% Add +58.7% 779,941 $23.0M
MA Private Wealth 3.92% Reduce -8.8% 706,086 $20.9M
Hennion & Walsh Asset Management, Inc. 0.84% Add +12.8% 641,795 $19.0M
Commonwealth Equity Services, LLC 0.03% Add +2.1% 637,639 $18.8M
Alps Advisors Inc. 0.10% Add +0.1% 611,025 $18.0M
Partners Capital Investment Group, LLP 0.28% Add +265.0% 559,637 $16.5M
Old Mission Capital LLC 0.32% Add +725.8% 556,170 $16.4M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -14.4% 547,856 $16.2M
UBS Group AG 0.00% Reduce -11.6% 508,869 $15.0M
O'Brien Wealth Partners LLC 2.75% Reduce -30.7% 500,225 $14.8M
Jane Street Group, LLC 0.03% Add +57.0% 484,165 $14.3M
Cerity Partners LLC 0.03% Reduce -2.0% 472,272 $13.9M
Syon Capital LLC 1.00% Add +1.4% 414,604 $12.2M
Planning Alternatives Ltd. 1.48% Add +13.8% 326,169 $9.6M
First Foundation Advisors 0.38% Reduce -29.6% 313,807 $9.3M
CENTRAL TRUST Co 0.22% Reduce -1.6% 302,620 $8.9M
Susquehanna International Group, LLP 0.01% Add +382.0% 299,146 $8.8M
KWB Wealth 0.97% Add +17.9% 272,694 $8.1M
JPMorgan Chase & Co. 0.00% Reduce -19.0% 251,587 $7.4M
O'Dell Group, LLC 1.89% Reduce -1.7% 246,511 $7.3M
Savvy Advisors, Inc. 0.72% Add +93.3% 241,616 $7.1M
Pine Valley Investments Ltd Liability Co 0.41% Add +7.4% 215,897 $6.4M
Breakwater Capital Group 1.09% Add +0.8% 206,899 $6.1M
HighTower Advisors, LLC 0.01% Reduce -3.9% 205,322 $6.1M
Wealthcare Advisory Partners LLC 0.15% Add +35.4% 186,499 $5.5M
Richard P Slaughter Associates Inc 1.25% Reduce -71.3% 181,597 $5.4M
Focus Partners Wealth 0.01% Reduce -1.9% 177,228 $5.2M
Cypress Wealth Services, LLC 1.06% Add +1.3% 176,193 $5.2M
Osaic Holdings, Inc. 0.01% Add +17.3% 175,335 $5.2M
AlphaCore Capital LLC 0.43% New 171,023 $5.1M
Private Advisor Group, LLC 0.03% Reduce -12.1% 164,479 $4.9M
Highland Financial Advisors, LLC 1.70% Add +6.0% 161,061 $4.8M
Guardian Wealth Advisors, LLC / NC 0.38% Reduce -5.6% 160,223 $4.7M
Aptus Capital Advisors, LLC 0.05% Reduce -5.6% 160,223 $4.7M
Buttonwood Financial Group, LLC 2.73% Reduce -22.1% 166,458 $4.7M
Watershed Private Wealth LLC 1.86% Reduce -23.4% 157,360 $4.6M
D.A. Davidson & Co. 0.04% Add +5.1% 152,586 $4.5M
Bleakley Financial Group, LLC 0.14% Add +4.9% 150,821 $4.5M
Mariner, LLC 0.01% Reduce -14.5% 146,483 $4.3M
ONE Advisory Partners, LLC 1.81% Reduce -23.6% 143,142 $4.2M
Stifel Financial Corp. 0.00% Add +16.7% 133,816 $4.0M
Arq Wealth Advisors, LLC 1.45% Reduce -8.2% 132,419 $3.9M
Financial Life Advisors 1.37% New 124,064 $3.7M
Cetera Investment Advisers 0.01% Add +26.5% 122,891 $3.6M
Krilogy Financial LLC 0.23% Add +17.9% 120,673 $3.6M
Leavell Investment Management, Inc. 0.17% Add +21.6% 113,758 $3.4M
Farther Finance Advisors, LLC 0.08% Add +130821.2% 111,283 $3.3M
McKinley Carter Wealth Services, Inc. 0.20% Reduce -27.4% 109,784 $3.2M
U.S. Capital Wealth Advisors, LLC 0.10% Add +12.2% 107,529 $3.2M
Gladstone Institutional Advisory LLC 0.15% Add +12.1% 107,174 $3.2M
New England Capital Financial Advisors LLC 1.57% Add +9.4% 104,479 $3.1M
Sebold Capital Management, Inc. 2.02% Add +6.7% 104,048 $3.1M
Ehrlich Financial Group 2.21% Add +16.0% 102,872 $3.0M
Vertex Planning Partners, LLC 0.64% Reduce -36.6% 100,043 $3.0M
First National Corp. /Ma/ 0.63% Add +8.8% 95,960 $2.8M
Northwest Capital Management Inc 1.16% Reduce -17.1% 95,320 $2.8M
Cwm, LLC 0.01% Reduce -17.1% 95,320 $2.8M
Creative Planning 0.00% Reduce -5.7% 90,304 $2.7M
WealthCare Investment Partners, LLC 1.11% Reduce -17.8% 90,265 $2.6M
Mason & Associates Inc 0.65% Reduce -7.8% 87,986 $2.6M
Focus Financial Network, Inc. 0.11% Add +6.2% 87,298 $2.6M
Exencial Wealth Advisors, LLC 0.09% Reduce -17.0% 81,373 $2.4M
Janney Montgomery Scott LLC 0.01% Add +9.4% 79,030 $2.3M
Prospera Financial Services Inc 0.05% Add +4.1% 77,670 $2.3M
Advisor Resource Council 0.18% New 77,169 $2.3M
Eastern Bank 0.04% Reduce -86.9% 61,098 $1.8M
Quadcap Wealth Management, LLC 0.24% Reduce -11.7% 55,820 $1.6M
Rockefeller Capital Management L.P. 0.00% Add +15.2% 54,223 $1.6M
Ameriprise Financial Inc. 0.00% Reduce -11.0% 51,304 $1.5M
Sanctuary Advisors, LLC 0.01% Reduce -6.8% 47,128 $1.4M
SoundView Advisors Inc. 0.57% Add +2.9% 47,111 $1.4M
United Advisor Group, LLC 0.28% Add +8.7% 46,564 $1.4M
Royal Bank of Canada 0.00% Add +3953.0% 45,637 $1.3M
Wells Fargo & Company 0.00% Reduce -77.2% 44,550 $1.3M
Merit Financial Group, LLC 0.02% Reduce -62.7% 43,275 $1.3M
NewEdge Advisors, LLC 0.01% Add +4.2% 40,720 $1.2M
Sheridan Capital Management, LLC 0.85% Add +5.0% 39,380 $1.2M
Kestra Advisory Services, LLC 0.01% Add +1.8% 39,116 $1.2M
Diversify Advisory Services, LLC 0.07% Add +32.2% 35,941 $1.1M
Scarborough Advisors, LLC 0.15% Reduce -0.7% 35,484 $1.0M
CoreCap Advisors, LLC 0.05% Add +0.0% 35,265 $1.0M
Envestnet Asset Management Inc. 0.00% Add +47.0% 34,852 $1.0M
Coastline Trust Co 0.12% Reduce -45.6% 32,439 $958K
Composition Wealth, LLC 0.02% Reduce -62.1% 30,887 $912K
CWC Advisors, LLC. 0.45% Add +20.7% 26,746 $790K
Sigma Planning Corp 0.02% Add +16.8% 23,668 $699K
Amplius Wealth Advisors, LLC 0.07% Add +30.5% 23,190 $685K
Advisory Services Network, LLC 0.01% Reduce -6.5% 22,667 $669K
Telos Capital Management, Inc. 0.07% Add +21.3% 22,532 $665K
Cresset Asset Management, LLC 0.00% No change 22,393 $661K
Brand Asset Management Group, Inc. 0.27% No change 21,904 $647K
CreativeOne Wealth, LLC 0.02% Reduce -7.1% 21,747 $642K
CAP Partners, LLC 0.47% Reduce -6.8% 21,714 $641K
Independent Financial Group, LLC 0.02% Add +96.6% 21,025 $621K
FMR LLC 0.00% Reduce -13.2% 20,067 $593K
Redwood Financial Network Corp 0.43% Add +0.3% 19,082 $564K
Redmont Wealth Advisors LLC 1.09% No change 18,896 $558K
CIBC Private Wealth Group LLC 0.00% Reduce -94.3% 19,403 $518K
Brown Advisory Inc. 0.00% No change 17,514 $517K
Fortress Wealth Management, Inc. 0.26% Reduce -37.2% 17,214 $508K
Oxford Financial Group, LTD. LLC 0.04% No change 17,175 $507K
Total Clarity Wealth Management, Inc. 0.16% No change 17,017 $504K
Managed Asset Portfolios, LLC 0.07% Reduce -4.6% 16,928 $500K
Nicholas Hoffman & Company, LLC. 0.02% No change 16,722 $494K
GPS Wealth Strategies Group, LLC 0.07% Reduce -2.9% 16,567 $489K
Thrivent Financial for Lutherans 0.00% Reduce -55.0% 15,256 $482K
Legacy Financial Advisors, Inc. 0.07% Add +34.7% 15,113 $446K
GW Henssler & Associates Ltd. 0.03% No change 14,800 $437K
Koss-Olinger Consulting, LLC 0.04% Reduce -9.3% 14,470 $427K
Snider Financial Group 0.14% Add +23.0% 14,289 $422K
Citadel Advisors 0.00% New 13,442 $397K
LaFleur & Godfrey LLC 0.05% Add +0.5% 12,962 $383K
Retirement Planning Group, LLC / NY 0.38% Add +7.1% 12,623 $373K
McAdam, LLC 0.02% Add +13.7% 12,423 $367K
Goldman Sachs Group Inc. 0.00% New 11,806 $349K
Pure Financial Advisors, LLC 0.01% Reduce -0.9% 11,757 $347K
Avantax Advisory Services, Inc. 0.00% Add +9.1% 11,421 $337K
Centurion Wealth Management LLC 0.10% No change 10,906 $323K
Legacy Capital Wealth Partners, LLC 0.08% No change 10,533 $311K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -74.1% 9,719 $287K
MKT Advisors LLC 0.13% Reduce -12.5% 10,380 $282K
MML Investors Services, LLC 0.00% Reduce -82.4% 9,271 $274K
Arax Advisory Partners 0.02% New 8,890 $263K
BSW Wealth Partners 0.04% New 7,862 $232K
Mission Wealth Management, LP 0.01% Add +7.7% 7,747 $229K
RAM Investment Partners, LLC 0.06% No change 7,600 $224K
Pacific Sage Partners, LLC 0.05% New 7,387 $218K
Stone House Investment Management, LLC 0.04% New 7,344 $217K
Smithbridge Asset Management Inc. 0.04% — 7,233 $214K
Qube Research & Technologies Ltd 0.00% New 7,157 $211K
Principal Securities, Inc. 0.00% No change 7,138 $211K
Tennessee Valley Asset Management Partners 0.03% Reduce -95.2% 7,030 $208K
Larson Financial Group LLC 0.01% New 6,923 $204K
Smithfield Trust Co 0.01% Add +21.9% 5,575 $166K
Westside Investment Management, Inc. 0.03% Add +109.8% 4,659 $138K
Comerica Bank 0.00% Reduce -1.6% 4,314 $127K
Atlas Capital Advisors Inc. 0.01% Reduce -74.5% 3,639 $107K
McIlrath & Eck, LLC 0.01% Add +378.4% 2,904 $86K
Greykasell Wealth Strategies, Inc. 0.04% New 2,251 $66K
MAI Capital Management 0.00% No change 2,170 $64K
Pinnacle Bancorp, Inc. 0.02% New 1,816 $54K
McClarren Financial Advisors, Inc. 0.03% No change 1,413 $41K
Allworth Financial LP 0.00% No change 1,264 $38K
Graney & King, LLC 0.02% No change 1,087 $32K
Medallion Wealth Advisors, LLC 0.01% No change 1,055 $31K
Kiker Wealth Management, LLC 0.02% New 950 $28K
Harbour Investments, Inc. 0.00% Add +48.4% 932 $28K
Bogart Wealth, LLC 0.00% Reduce -25.4% 900 $27K
Golden State Wealth Management, LLC 0.00% No change 816 $24K
Heck Capital Advisors, LLC 0.00% No change 564 $17K
Abound Wealth Management 0.01% Reduce -45.4% 509 $15K
Private Trust Co. NA 0.00% No change 415 $12K
Tidemark, LLC 0.00% No change 238 $7K
Beacon Capital Management, LLC 0.00% New 169 $5K
Main Management LLC 0.00% Reduce -94.0% 125 $4K
IFP Advisors, Inc 0.00% Reduce -76.4% 103 $3K
Principia Wealth Advisory, LLC 0.00% Reduce -52.3% 84 $2K
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.