XCEM — Columbia ETF Tr II Institutional Holders · Q3 2026
Who owns Columbia ETF Tr II (XCEM)? 7 institutions reported holding $69.35M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Marotta Asset Management ($40.1M), Prism Advisors, Inc. ($16.7M), Breakwater Capital Group ($8.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Marotta Asset Management | $40.1M | 779,507 | Trimmed |
| 2 | Prism Advisors, Inc. | $16.7M | 327,714 | Trimmed |
| 3 | Breakwater Capital Group | $8.1M | 158,266 | Added |
| 4 | Coastline Trust Co | $1.4M | 27,954 | Trimmed |
| 5 | CoreCap Advisors, LLC | $1.3M | 25,691 | Trimmed |
| 6 | Farther Finance Advisors, LLC | $965,318 | 18,777 | Trimmed |
| 7 | EASTERN BANK | $675,167 | 13,133 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30