13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
XCEM

COLUMBIA ETF TR II

206 institutions still hold COLUMBIA ETF TR II as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 19762B202·Exchange Traded Fund·206 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$827M
visible holders
Holders
206
filers reporting
Concentration
16.92%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

206 institutions reported XCEM in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 16.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$140M3.4M0.01%Q1 202602
MORGAN STANLEY
CIK 0000895421
$129M3.2M0.01%Q1 202603
Boulay Financial Advisors, LLC
CIK 0002056342
$105M2.6M12.05%Q1 202604
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$59M1.5M0.04%Q1 202605
LPL Financial LLC
CIK 0001403438
$55M1.3M0.01%Q1 202606
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$53M1.0M1.52%Q2 202607
Marotta Asset Management
CIK 0001802091
$42M819K6.97%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$39M950K0.01%Q1 202609
O'Brien Wealth Partners LLC
CIK 0001689874
$28M731K3.71%Q4 202510
Prism Advisors, Inc.
CIK 0001717027
$20M480K5.23%Q1 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$19M458K0.00%Q1 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$18M450K0.03%Q1 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$17M425K0.00%Q1 202614
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$17M414K0.00%Q1 202615
PLANNING ALTERNATIVES LTD /ADV
CIK 0000712011
$16M385K2.03%Q1 202616
Penserra Capital Management LLC
CIK 0001593324
$15M368K0.18%Q1 202617
UBS Group AG
CIK 0001610520
$14M348K0.00%Q1 202618
Savvy Advisors, Inc.
CIK 0002003633
$14M339K0.37%Q1 202619
Richard P Slaughter Associates Inc
CIK 0001811783
$14M258K2.67%Q2 202620
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$13M321K0.02%Q1 2026
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