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

COLUMBIA ETF TR II

199 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·199 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.5%
vs prior quarter
13F value held
$822M
64.0% inst. owned
of float
Holders
199
-90 QoQ
filers reporting
Activity
+36 / −54
+985 added · −924 reduced
this quarter
Concentration
17.02%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

199 institutions reported XCEM in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 17.0% of the visible book. -90 net institutions QoQ — distribution reading.

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
$39M960K1.32%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$39M950K0.01%Q1 202608
Marotta Asset Management
CIK 0001802091
$36M872K6.61%Q1 202609
Flaharty Asset Management, LLC
CIK 0001697882
$31M757K3.84%Q1 202610
O'Brien Wealth Partners LLC
CIK 0001689874
$28M731K3.71%Q4 202511
Prism Advisors, Inc.
CIK 0001717027
$20M480K5.23%Q1 202612
AMERIPRISE FINANCIAL INC
CIK 0000820027
$19M458K0.00%Q1 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$18M450K0.03%Q1 202614
WELLS FARGO & COMPANY/MN
CIK 0000072971
$17M425K0.00%Q1 202615
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$17M414K0.00%Q1 202616
PLANNING ALTERNATIVES LTD /ADV
CIK 0000712011
$16M385K2.03%Q1 202617
UBS Group AG
CIK 0001610520
$14M348K0.00%Q1 202618
Savvy Advisors, Inc.
CIK 0002003633
$14M339K0.37%Q1 202619
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$13M321K0.02%Q1 202620
PARTNERS CAPITAL INVESTMENT GROUP, LLP
CIK 0001694870
$13M320K0.49%Q1 2026
Page 1 of 10
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