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Security record

XCEM

Columbia EM Core ex-China ETF · Financial Services · Asset Management - Global

51.45 +0.7% mkt cap $2.19B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
39Tracked holders
+4Δ holders
17.36MShares held
$916.41MReported value
+6New positions
−2Exits
Strongly Rising Conviction score 69/100 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +11.4% · share flow +15.0% · net new positions +10.3% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 39 +4 17.36M $916.41M +6 −2
Q1 2026 36 +4 15.15M $617.53M +5 −1
Q4 2025 31 -1 13.04M $500.26M — −1
Q3 2025 4 0 3.18M $115.42M — —
Q2 2025 2 0 24.72K $844,902 — —
Q1 2025 1 +1 13.44K $397,009 +1 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 3.56M +12.5% $188.08M 0.0% ▲ Add 4 SEC ↗ ×2
2 Bank Of America Corp /De/ 3.53M +3.0% $186.73M 0.0% ▲ Add 3 SEC ↗ ×3
3 CIBC Bancorp USA Inc. 1.84M +524.9% $95.59M 0.1% ▲ Add 2 SEC ↗ ×2
4 LPL Financial LLC 1.60M +19.2% $84.50M 0.0% ▲ Add 3 SEC ↗
5 Northwestern Mutual Wealth… 1.40M -3.7% $74.24M 0.0% ▼ Trim 3 SEC ↗
6 Raymond James Financial Inc 1.06M +11.9% $56.25M 0.0% ▲ Add 3 SEC ↗ ×3
7 Commonwealth Equity Services, Llc 638.32K +41.7% $33.75M 0.0% ▲ Add 3 SEC ↗
8 Ameriprise Financial Inc 555.59K +21.3% $29.39M 0.0% ▲ Add 3 SEC ↗ ×3
9 Wells Fargo & Company/Mn 512.19K +20.5% $27.08M 0.0% ▲ Add 3 SEC ↗ ×2
10 UBS Group AG 352.16K +1.3% $18.62M 0.0% ▲ Add 3 SEC ↗
11 Mercer Global Advisors Inc /Adv 310.42K -3.3% $16.42M 0.0% ▼ Trim 3 SEC ↗
12 Royal Bank Of Canada 253.48K +9.8% $13.40M 0.0% ▲ Add 3 SEC ↗
13 Osaic Holdings, Inc. 238.11K +5.0% $12.59M 0.0% ▲ Add 3 SEC ↗ ×2
14 Focus Partners Wealth 199.31K +4.4% $10.54M 0.0% ▲ Add 3 SEC ↗
15 HighTower Advisors, LLC 188.23K -3.4% $9.95M 0.0% ▼ Trim 3 SEC ↗
16 Cerity Partners LLC 165.87K +0.2% $8.77M 0.0% ▲ Add 3 SEC ↗ ×2
17 Stifel Financial Corp 159.27K -8.5% $8.42M 0.0% ▼ Trim 3 SEC ↗ ×2
18 Cetera Investment Advisers 155.95K +14.1% $8.25M 0.0% ▲ Add 3 SEC ↗
19 Envestnet Asset Management Inc 133.40K +30.0% $7.05M 0.0% ▲ Add 3 SEC ↗
20 Jane Street Group, Llc 96.79K -76.6% $5.12M 0.0% ▼ Trim 2 SEC ↗
21 Creative Planning 82.70K +1.2% $4.37M 0.0% ▲ Add 3 SEC ↗ ×2
22 Jones Financial Companies Lllp 73.99K +331.5% $3.82M 0.0% ▲ Add 2 SEC ↗
23 Mariner, LLC 67.84K -65.0% $3.59M 0.0% ▼ Trim 3 SEC ↗
24 Rockefeller Capital Management L.P. 57.69K -10.7% $3.05M 0.0% ▼ Trim 3 SEC ↗ ×2
25 JPMorgan Chase ✦ 22.61K +0.1% $1.18M 0.0% ▲ Add 4 SEC ↗ ×3
26 Fidelity (FMR) ✦ 21.80K +6.9% $1.15M 0.0% ▲ Add 5 SEC ↗
27 Brown Advisory Inc 17.51K 0.0% $926,140 0.0% Held 3 SEC ↗
28 Citadel Advisors ✦ 14.23K New $752,271 0.0% New 1 SEC ↗
29 Mml Investors Services, Llc 10.44K +69.0% $551,981 0.0% ▲ Add 3 SEC ↗
30 Truist Financial Corp 8.64K New $457,067 0.0% New 1 SEC ↗
31 Northern Trust Corp 7.03K 0.0% $371,799 0.0% Held 3 SEC ↗
32 Wealth Enhancement Advisory… 5.09K -5.6% $259,040 0.0% ▼ Trim 3 SEC ↗
33 Susquehanna International Group, Llp 4.81K -97.0% $254,564 0.0% ▼ Trim 3 SEC ↗
34 Fifth Third Bancorp 4.66K +26.9% $246,156 0.0% ▲ Add 2 SEC ↗
35 Quantinno Capital Management LP 4.25K New $224,528 0.0% New 1 SEC ↗
36 Nuveen, LLC 4.16K New $220,193 0.0% New 1 SEC ↗
37 AQR Capital Management ✦ 3.91K New $206,919 0.0% New 1 SEC ↗
38 Pnc Financial Services Group, Inc. 274 New $14,489 0.0% New 1 SEC ↗
39 UBS AM, a distinct business unit of… 146 -35.1% $7,720 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $752,271 0.0%
Truist Financial Corp $457,067 0.0%
Quantinno Capital Management… $224,528 0.0%
Nuveen, LLC $220,193 0.0%
AQR Capital Management $206,919 0.0%
Pnc Financial Services Group… $14,489 0.0%

Exited

Hrt Financial Lp $973,000 was 0.0%
Qube Research & Technologies… $217,232 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 187 holders, 28.95M shares, $1.15B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API