13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
XCEM

COLUMBIA ETF TR II

218 institutions still hold COLUMBIA ETF TR II as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 19762B202·Exchange Traded Fund·218 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.1B
visible holders
Holders
218
filers reporting
Concentration
16.44%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

218 institutions reported XCEM in Q2 2026. MORGAN STANLEY leads at 16.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$188M3.6M0.01%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$187M3.5M0.01%Q2 202603
Boulay Financial Advisors, LLC
CIK 0002056342
$118M2.2M10.91%Q2 202604
CIBC Bancorp USA Inc.
CIK 0001711924
$96M1.8M0.12%Q2 202605
LPL Financial LLC
CIK 0001403438
$85M1.6M0.02%Q2 202606
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$74M1.4M0.04%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$56M1.1M0.02%Q2 202608
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$53M1.0M1.52%Q2 202609
Marotta Asset Management
CIK 0001802091
$42M819K6.97%Q2 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$34M638K0.04%Q2 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$29M556K0.01%Q2 202612
O'Brien Wealth Partners LLC
CIK 0001689874
$28M731K3.71%Q4 202513
WELLS FARGO & COMPANY/MN
CIK 0000072971
$27M512K0.00%Q2 202614
Prism Advisors, Inc.
CIK 0001717027
$21M399K5.13%Q2 202615
PLANNING ALTERNATIVES LTD /ADV
CIK 0000712011
$21M392K2.22%Q2 202616
UBS Group AG
CIK 0001610520
$19M352K0.00%Q2 202617
PARTNERS CAPITAL INVESTMENT GROUP, LLP
CIK 0001694870
$17M320K0.60%Q2 202618
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$17M414K0.00%Q1 202619
Savvy Advisors, Inc.
CIK 0002003633
$17M317K0.36%Q2 202620
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$16M310K0.02%Q2 2026
Page 1 of 11
198 more holders available. Log in →