Columbia Em Core Ex-ChinaXCEMETF

13F holders, Q2 2025 (June 30)
166holders +1
16new positions
15sold out
1famous investor
$34.12avg. 13F price*

At the end of Q2 2025, 166 institutions reported holding Columbia Em Core Ex-China (XCEM) in their 13F filings, up 1 from Q1 2025. 16 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($97.1M), Bank of America Corp. ($96.3M) and Northwestern Mutual Wealth Management Co. ($54.9M). 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions16$10.6M
Exits15$10.6M

All 13F filers, Q1 2025 → Q2 2025: 3,034,677 shares bought and 4,643,370 shares sold, net −1,608,693 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 166 holders

Morgan Stanley 0.01% Reduce -19.5% 2,841,783 $97.1M
Bank of America Corp. 0.01% Add +1.6% 2,817,275 $96.3M
Northwestern Mutual Wealth Management Co. 0.04% Add +192.9% 1,604,767 $54.9M
Penserra Capital Management LLC 0.63% Add +52.3% 1,319,497 $45.1M
LPL Financial LLC 0.01% Reduce -20.4% 989,110 $33.8M
Marotta Asset Management 6.01% Add +1.0% 876,654 $30.0M
Raymond James Financial Inc. 0.01% Reduce -1.8% 856,800 $29.3M
Flaharty Asset Management, LLC 3.74% Add +2.6% 800,012 $27.3M
O'Brien Wealth Partners LLC 4.01% Add +49.5% 747,975 $25.6M
Hennion & Walsh Asset Management, Inc. 0.90% Add +1.2% 649,375 $22.2M
MA Private Wealth 3.52% Reduce -18.5% 575,267 $19.7M
Commonwealth Equity Services, LLC 0.03% Reduce -10.4% 571,374 $19.5M
Prism Advisors, Inc. 5.38% Reduce -30.3% 553,088 $18.9M
UBS Group AG 0.00% Reduce -5.4% 481,609 $16.5M
Syon Capital LLC 1.02% Add +8.9% 451,576 $15.4M
Cerity Partners LLC 0.03% Reduce -4.8% 449,478 $15.4M
Alps Advisors Inc. 0.08% Reduce -32.7% 410,990 $14.0M
Partners Capital Investment Group, LLP 0.56% Reduce -27.4% 406,326 $13.9M
Planning Alternatives Ltd. 1.54% Reduce -0.5% 324,394 $11.1M
CENTRAL TRUST Co 0.24% Add +1.3% 306,581 $10.5M
Ameriprise Financial Inc. 0.00% Add +468.8% 291,840 $10.0M
First Foundation Advisors 0.31% Reduce -21.4% 246,547 $8.4M
O'Dell Group, LLC 2.08% Reduce -1.1% 243,700 $8.3M
Savvy Advisors, Inc. 0.54% Reduce -2.0% 236,697 $8.1M
McKinley Carter Wealth Services, Inc. 0.44% Add +112.6% 233,358 $8.0M
Jane Street Group, LLC 0.01% Reduce -52.6% 229,428 $7.8M
Pine Valley Investments Ltd Liability Co 0.43% Reduce -1.3% 213,074 $7.3M
HighTower Advisors, LLC 0.01% Reduce -3.7% 197,700 $6.8M
Wealthcare Advisory Partners LLC 0.15% Add +2.9% 191,962 $6.6M
Richard P Slaughter Associates Inc 1.33% Add +5.1% 190,789 $6.5M
Focus Partners Wealth 0.01% Add +5.3% 186,594 $6.4M
Breakwater Capital Group 1.02% Reduce -11.4% 183,340 $6.3M
Stifel Financial Corp. 0.01% Add +32.8% 177,693 $6.1M
KWB Wealth 0.74% Reduce -24.9% 204,916 $6.1M
Osaic Holdings, Inc. 0.01% Reduce -0.2% 175,053 $6.0M
AlphaCore Capital LLC 0.23% Add +1.9% 174,300 $6.0M
Leavell Investment Management, Inc. 0.26% Add +48.0% 168,346 $5.8M
Aptus Capital Advisors, LLC 0.06% Add +3.0% 165,093 $5.6M
Guardian Wealth Advisors, LLC / NC 0.40% Add +3.0% 165,093 $5.6M
Bleakley Financial Group, LLC 0.14% Add +7.9% 162,735 $5.6M
Highland Financial Advisors, LLC 1.69% Reduce -4.1% 154,485 $5.3M
Private Advisor Group, LLC 0.03% Reduce -9.1% 149,448 $5.1M
Nelson Capital Management, LLC 0.66% New 145,076 $5.0M
D.A. Davidson & Co. 0.03% Reduce -13.2% 132,466 $4.5M
Financial Life Advisors 1.49% Add +2.8% 127,507 $4.4M
Gladstone Institutional Advisory LLC 0.18% Add +17.7% 126,097 $4.3M
Cetera Investment Advisers 0.01% Add +0.5% 123,498 $4.2M
Krilogy Financial LLC 0.24% Add +2.1% 123,229 $4.2M
Total Clarity Wealth Management, Inc. 1.14% Add +586.9% 116,885 $4.0M
Arq Wealth Advisors, LLC 1.34% No change 132,419 $3.9M
New England Capital Financial Advisors LLC 1.65% Add +0.7% 105,190 $3.6M
Vertex Planning Partners, LLC 0.71% Reduce -0.2% 99,846 $3.4M
Sebold Capital Management, Inc. 2.10% Reduce -4.3% 99,601 $3.4M
First National Corp. /Ma/ 0.68% Add +3.0% 98,857 $3.4M
Envestnet Asset Management Inc. 0.00% Add +172.9% 95,127 $3.3M
Mason & Associates Inc 0.71% Add +2.9% 90,514 $3.1M
Focus Financial Network, Inc. 0.12% Add +3.4% 90,278 $3.1M
Creative Planning 0.00% Reduce -0.3% 89,987 $3.1M
Watershed Private Wealth LLC 1.00% Reduce -48.9% 80,351 $2.7M
Prospera Financial Services Inc 0.05% Add +3.0% 80,028 $2.7M
Exencial Wealth Advisors, LLC 0.10% Reduce -2.6% 79,226 $2.7M
Janney Montgomery Scott LLC 0.01% Reduce -3.7% 76,118 $2.6M
U.S. Capital Wealth Advisors, LLC 0.07% Reduce -33.6% 71,429 $2.4M
WealthCare Investment Partners, LLC 0.83% Reduce -26.6% 66,231 $2.3M
Rockefeller Capital Management L.P. 0.01% Add +22.3% 66,318 $2.3M
Quadcap Wealth Management, LLC 0.25% Add +4.2% 58,138 $2.0M
United Advisor Group, LLC 0.33% Add +19.1% 55,478 $1.9M
Wells Fargo & Company 0.00% Add +23.7% 55,107 $1.9M
Kestra Advisory Services, LLC 0.01% Add +40.0% 54,742 $1.9M
Cwm, LLC 0.01% Reduce -42.8% 54,532 $1.9M
Eastern Bank 0.04% Reduce -12.0% 53,748 $1.8M
Northwest Capital Management Inc 0.95% Reduce -46.3% 51,145 $1.7M
SoundView Advisors Inc. 0.60% Add +0.9% 47,542 $1.6M
Fortis Capital Advisors, LLC 0.28% New 45,048 $1.5M
Belpointe Asset Management LLC 0.06% New 45,048 $1.5M
NewEdge Advisors, LLC 0.01% Add +7.1% 43,625 $1.5M
Scarborough Advisors, LLC 0.27% Add +11.1% 39,424 $1.3M
Diversify Advisory Services, LLC 0.05% Add +4.5% 37,554 $1.3M
Merit Financial Group, LLC 0.01% Reduce -15.2% 36,694 $1.3M
Legacy Financial Advisors, Inc. 0.18% Add +128.0% 34,455 $1.2M
CoreCap Advisors, LLC 0.05% Reduce -2.5% 34,365 $1.2M
Cypress Wealth Services, LLC 0.20% Reduce -81.2% 33,109 $1.1M
Coastline Trust Co 0.12% Reduce -3.6% 31,276 $1.1M
Sanctuary Advisors, LLC 0.01% Reduce -35.1% 30,566 $1.0M
Sigma Planning Corp 0.03% Add +28.8% 30,484 $1.0M
CWC Advisors, LLC. 0.51% Add +8.1% 28,898 $988K
JPMorgan Chase & Co. 0.00% Reduce -89.1% 27,362 $935K
Independent Financial Group, LLC 0.02% Add +24.9% 26,256 $897K
Nicholas Hoffman & Company, LLC. 0.02% Add +53.6% 25,685 $878K
Susquehanna International Group, LLP 0.00% Reduce -91.5% 25,467 $870K
Composition Wealth, LLC 0.01% Reduce -20.4% 24,589 $840K
Farther Finance Advisors, LLC 0.02% Reduce -79.8% 22,425 $766K
Cresset Asset Management, LLC 0.00% No change 22,393 $765K
Brand Asset Management Group, Inc. 0.28% No change 21,904 $749K
CreativeOne Wealth, LLC 0.02% Reduce -2.8% 21,147 $723K
Telos Capital Management, Inc. 0.07% Reduce -6.5% 21,058 $720K
GPS Wealth Strategies Group, LLC 0.08% Add +22.5% 20,294 $694K
Advisory Services Network, LLC 0.01% Reduce -11.7% 20,006 $682K
Redwood Financial Network Corp 0.46% Add +3.4% 19,738 $675K
Managed Asset Portfolios, LLC 0.09% Add +14.0% 19,303 $660K

"% 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.

Show all 166 holders