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Columbia EM Core Ex-China (XCEM)

CUSIP: 19762B202 | NYSE | 323 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Hennion & Walsh Asset Management, Inc.1,056,208
1.6% of portfolio›$54.3M
Marotta Asset Management779,507
6.8% of portfolio›$40.1M
Commonwealth Equity Services, LLC648,669
0.0% of portfolio›$33.3M
Aprio Wealth Management, LLC615,901
1.4% of portfolio›$31.7M
Prism Advisors, Inc.327,714
4.2% of portfolio›$16.7M
D.A. Davidson & Co.271,527
0.1% of portfolio›$14.0M
Richard P Slaughter Associates Inc246,967
2.5% of portfolio›$12.7M
Central Trust Co243,331
0.2% of portfolio›$12.5M
Krilogy Financial LLC212,477
0.3% of portfolio›$10.8M
Benchmark Financial Wealth Advisors, LLC199,799
2.5% of portfolio›$10.3M
McKinley Carter Wealth Services, Inc.198,073
0.5% of portfolio›$10.2M
Highland Financial Advisors, LLC197,175
2.2% of portfolio›$10.1M
Wealthcare Advisory Partners LLC196,125
0.2% of portfolio›$10.1M
Breakwater Capital Group158,266
1.0% of portfolio›$8.1M
Fortitude Financial, LLC151,827
3.7% of portfolio›$7.8M
Total Clarity Wealth Management, Inc.127,615
1.3% of portfolio›$6.6M
Kestra Advisory Services, LLC126,486
0.0% of portfolio›$6.5M
Cambridge Investment Research Advisors, Inc.121,840
0.0% of portfolio›$6.3M
AlphaCore Capital LLC114,744
0.1% of portfolio›$5.9M
New England Capital Financial Advisors LLC113,272
1.4% of portfolio›$5.8M
Prospera Financial Services Inc104,008
0.1% of portfolio›$4.8M
ARQ Wealth Advisors, LLC96,401
0.6% of portfolio›$5.0M
Focus Financial Network, Inc.90,641
0.1% of portfolio›$4.7M
Creative Planning83,068
0.0% of portfolio›$4.3M
Spectrum Wealth Advisory Group, LLC83,062
1.2% of portfolio›$4.3M
Iams Wealth Management, LLC64,659
1.0% of portfolio›$3.3M
Watershed Private Wealth LLC63,378
0.9% of portfolio›$3.3M
SoundView Advisors Inc.58,645
4.6% of portfolio›$3.0M
McCarley & Cook Financial Planners58,521
2.3% of portfolio›$3.0M
Quadcap Wealth Management, LLC58,074
0.3% of portfolio›$3.0M
Sigma Planning Corp49,258
0.1% of portfolio›$2.5M
Diversify Wealth Management, LLC48,200
0.0% of portfolio›$2.4M
Diversify Advisory Services, LLC48,200
0.0% of portfolio›$2.4M
IFC & Insurance Marketing, Inc.44,326
1.9% of portfolio›$2.3M
Nicholas Hoffman & Company, Llc.41,776
0.0% of portfolio›$2.1M
WealthCare Investment Partners, LLC41,583
0.5% of portfolio›$2.1M
Coastline Trust Co27,954
0.1% of portfolio›$1.4M
Redwood Financial Network Corp27,658
0.8% of portfolio›$1.4M
Financial Life Advisors27,478
0.4% of portfolio›$1.4M
Wavvest Wealth LLC26,709
1.1% of portfolio›$1.4M
CoreCap Advisors, LLC25,691
0.0% of portfolio›$1.3M
Thrivent Financial for Lutherans24,509
0.0% of portfolio›$1.3M
Cornerstone Wealth Management, LLC23,211
0.1% of portfolio›$1.2M
EverSource Wealth Advisors, LLC21,818
0.0% of portfolio›$1.1M
Amplius Wealth Advisors, LLC20,709
0.1% of portfolio›$1.1M
Farther Finance Advisors, LLC18,777
0.0% of portfolio›$965.3K
Telos Capital Management, Inc.17,081
0.1% of portfolio›$878.1K
LaFleur & Godfrey LLC16,317
0.1% of portfolio›$838.9K
Independent Financial Group, LLC16,283
0.0% of portfolio›$837.1K
Cypress Wealth Services, LLC15,856
0.1% of portfolio›$839.9K
RFG Advisory, LLC15,508
0.0% of portfolio›$797.3K
Pacific Sage Partners, LLC15,072
0.1% of portfolio›$774.9K
Waystone Advisors LLC14,515
0.6% of portfolio›$767.6K
Truist Financial Corp14,297
0.0% of portfolio›$735.0K
Eastern Bank13,133
0.0% of portfolio›$675.2K
United Advisor Group, LLC12,121
0.1% of portfolio›$623.1K
GW Henssler & Associates LTD11,915
0.0% of portfolio›$612.6K
Flaharty Asset Management, LLC10,818
3.2% of portfolio›$569.2K
Myecfo, LLC10,590
0.2% of portfolio›$544.4K
Westside Investment Management, Inc.9,883
0.1% of portfolio›$508.3K
Essential Partners LLC9,754
0.2% of portfolio›$501.5K
McAdam, LLC8,292
0.0% of portfolio›$426.3K
Ridgeline Wealth Planning, LLC6,566
0.2% of portfolio›$337.6K
Avior Wealth Management, LLC6,499
0.0% of portfolio›$334.1K
Mission Wealth Management, LP6,147
0.0% of portfolio›$316.0K
Wealth Enhancement Advisory Services, LLC5,888
0.0% of portfolio›$300.7K
TD Private Client Wealth LLC5,825
0.0% of portfolio›$299.5K
One Advisory Partners, LLC5,645
0.1% of portfolio›$290.2K
Diversified Enterprises, LLC5,573
0.0% of portfolio›$286.5K
Rainey & Randall Wealth Advisors Inc.5,382
0.0% of portfolio›$276.7K
Halbert Hargrove Global Advisors, LLC5,136
0.0% of portfolio›$264.0K
Forum Financial Management, LP4,740
0.0% of portfolio›$243.7K
Snider Financial Group4,622
0.1% of portfolio›$237.6K
Tennessee Valley Asset Management Partners4,411
0.0% of portfolio›$226.8K
Smithbridge Asset Management Inc4,407
0.0% of portfolio›$226.6K
Fifth Third Bancorp4,345
0.0% of portfolio›$223.4K
Vicus Capital4,320
0.0% of portfolio›$222.1K
Ascentis Independent Advisors4,253
0.0% of portfolio›$218.6K
Navigoe, LLC4,209
0.1% of portfolio›$216.0K
Davenport & Co LLC4,102
0.0% of portfolio›$210.9K
Creative Financial Designs Inc2,230
0.0% of portfolio›$114.6K
Pinnacle Bancorp, Inc.1,816
0.0% of portfolio›$93.4K
Balance Wealth Partners LLC1,608
0.0% of portfolio›$82.7K
Mather Group, Llc.1,386
0.0% of portfolio›$71.3K
Jacobi Capital Management LLC1,222
0.0% of portfolio›$62.8K
Private Trust Co NA1,179
0.0% of portfolio›$60.6K
Key Capital Management, Inc603
0.0% of portfolio›$31.0K
Larson Financial Group LLC588
0.0% of portfolio›$30.2K
Golden State Wealth Management, LLC556
0.0% of portfolio›$28.6K
Abound Wealth Management525
0.0% of portfolio›$27.0K
Parallel Advisors, LLC116
0.0% of portfolio›$6.0K
IFP Advisors, Inc106
0.0% of portfolio›$5.4K
Hartford Financial Management Inc.35
0.0% of portfolio›$1.8K
Dhjj Financial Advisors, Ltd.34
0.0% of portfolio›$1.7K
Investment Research & Advisory Group, Inc.31
0.0% of portfolio›$1.6K
StyleTurnoverLocationFiled
Hennion & Walsh Asset Management, Inc.
1,056,208$54.3M1.6%ValueMediumParsippany, NJ2026-10-13
Marotta Asset Management
779,507$40.1M6.8%ETFLowCharlottesville, VA2026-10-02
Commonwealth Equity Services, LLC
648,669$33.3M0.0%ETFLowWaltham, MA2026-11-02
Aprio Wealth Management, LLC
615,901$31.7M1.4%ETFMediumAtlanta, GA2026-10-28
Prism Advisors, Inc.
327,714$16.7M4.2%ETFMediumStudio City, CA2026-10-09
D.A. Davidson & Co.
271,527$14.0M0.1%CoreLowGreat Falls, MT2026-10-28
Richard P Slaughter Associates Inc
246,967$12.7M2.5%ETFMediumAustin, TX2026-10-13
Central Trust Co
243,331$12.5M0.2%CoreLowJefferson City, MO2026-11-05
Krilogy Financial LLC
212,477$10.8M0.3%GrowthLowSt. Louis, MO2026-10-13
Benchmark Financial Wealth Advisors, LLC
199,799$10.3M2.5%ETFLowBoca Raton, FL2026-10-20
McKinley Carter Wealth Services, Inc.
198,073$10.2M0.5%ETFMediumWheeling, WV2026-10-16
Highland Financial Advisors, LLC
197,175$10.1M2.2%ETFVery LowWayne, NJ2026-10-19
Wealthcare Advisory Partners LLC
196,125$10.1M0.2%ETFLowWest Chester, PA2026-10-21
Breakwater Capital Group
158,266$8.1M1.0%ETFLowParamus, NJ2026-10-09
Fortitude Financial, LLC
151,827$7.8M3.7%ETFHighSpokane, WA2026-10-19
Total Clarity Wealth Management, Inc.
127,615$6.6M1.3%ETFMediumSt. Charles, IL2026-10-26
Kestra Advisory Services, LLC
126,486$6.5M0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
121,840$6.3M0.0%ETFLowFairfield, IA2026-11-02
AlphaCore Capital LLC
114,744$5.9M0.1%ETFLowLa Jolla, CA2026-11-04
New England Capital Financial Advisors LLC
113,272$5.8M1.4%ETFLowMeriden, CT2026-11-03
Prospera Financial Services Inc
104,008$4.8M0.1%CoreMediumDallas, TX2026-11-04
ARQ Wealth Advisors, LLC
96,401$5.0M0.6%ETFLowScottsdale, AZ2026-10-29
Focus Financial Network, Inc.
90,641$4.7M0.1%ETFLowMinneapolis, MN2026-10-14
Creative Planning
83,068$4.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Spectrum Wealth Advisory Group, LLC
83,062$4.3M1.2%ETFMediumGranite Bay, CA2026-10-29
Iams Wealth Management, LLC
64,659$3.3M1.0%CoreMediumOmaha, NE2026-10-15
Watershed Private Wealth LLC
63,378$3.3M0.9%ETFMediumOak Brook, IL2026-10-30
SoundView Advisors Inc.
58,645$3.0M4.6%ETFMediumOlympia, WA2026-11-04
McCarley & Cook Financial Planners
58,521$3.0M2.3%ETFLowCincinnati, OH2026-10-21
Quadcap Wealth Management, LLC
58,074$3.0M0.3%ETFLowFrisco, TX2026-11-02
Sigma Planning Corp
49,258$2.5M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Diversify Wealth Management, LLC
48,200$2.4M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
48,200$2.4M0.0%GrowthLowSandy, UT2026-10-20
IFC & Insurance Marketing, Inc.
44,326$2.3M1.9%ETFHighAuburn, CA2026-10-16
Nicholas Hoffman & Company, Llc.
41,776$2.1M0.0%ETFVery LowAtlanta, GA2026-10-30
WealthCare Investment Partners, LLC
41,583$2.1M0.5%ETFLowPortsmouth, RI2026-11-05
Coastline Trust Co
27,954$1.4M0.1%GrowthVery LowProvidence, RI2026-10-01
Redwood Financial Network Corp
27,658$1.4M0.8%ETFLowSolon, OH2026-11-03
Financial Life Advisors
27,478$1.4M0.4%ETFLowSan Antonio, TX2026-10-14
Wavvest Wealth LLC
26,709$1.4M1.1%ETFN/AChicago, IL2026-10-21
CoreCap Advisors, LLC
25,691$1.3M0.0%ETFMediumSouthfield, MI2026-10-08
Thrivent Financial for Lutherans
24,509$1.3M0.0%GARPMediumMinneapolis, MN2026-11-05
Cornerstone Wealth Management, LLC
23,211$1.2M0.1%ETFVery LowSt. Peters, MO2026-11-04
EverSource Wealth Advisors, LLC
21,818$1.1M0.0%CoreMediumBirmingham, AL2026-11-04
Amplius Wealth Advisors, LLC
20,709$1.1M0.1%ETFLowBlue Bell, PA2026-10-20
Farther Finance Advisors, LLC
18,777$965.3K0.0%IndexLowSan Francisco, CA2026-10-08
Telos Capital Management, Inc.
17,081$878.1K0.1%CoreLowSan Diego, CA2026-11-02
LaFleur & Godfrey LLC
16,317$838.9K0.1%GrowthLowGrand Rapids, MI2026-10-27
Independent Financial Group, LLC
16,283$837.1K0.0%GrowthLowSan Diego, CA2026-10-13
Cypress Wealth Services, LLC
15,856$839.9K0.1%ETFLowPalm Desert, CA2026-10-21
RFG Advisory, LLC
15,508$797.3K0.0%ETFMediumBirmingham, AL2026-11-03
Pacific Sage Partners, LLC
15,072$774.9K0.1%ETFLowEdmonds, WA2026-10-21
Waystone Advisors LLC
14,515$767.6K0.6%ETFLowRedmond, WA2026-10-16
Truist Financial Corp
14,297$735.0K0.0%CoreLowCharlotte, NC2026-10-30
Eastern Bank
13,133$675.2K0.0%GrowthMediumBoston, MA2026-10-05
United Advisor Group, LLC
12,121$623.1K0.1%ETFLowCincinnati, OH2026-11-03
GW Henssler & Associates LTD
11,915$612.6K0.0%CoreMediumKennesaw, GA2026-10-26
Flaharty Asset Management, LLC
10,818$569.2K3.2%ETFLowClearwater, FL2026-11-02
Myecfo, LLC
10,590$544.4K0.2%ETFVery LowLa Jolla, CA2026-10-14
Westside Investment Management, Inc.
9,883$508.3K0.1%GrowthLowSanta Monica, CA2026-11-02
Essential Partners LLC
9,754$501.5K0.2%ValueMediumRancho Santa Fe, CA2026-10-14
McAdam, LLC
8,292$426.3K0.0%ETFLowPhiladelphia, PA2026-10-21
Ridgeline Wealth Planning, LLC
6,566$337.6K0.2%ETFLowCenterville, OH2026-10-29
Avior Wealth Management, LLC
6,499$334.1K0.0%ETFMediumOmaha, NE2026-10-13
Mission Wealth Management, LP
6,147$316.0K0.0%ETFLowSanta Barbara, CA2026-10-15
Wealth Enhancement Advisory Services, LLC
5,888$300.7K0.0%CoreLowPlymouth, MN2026-10-13
TD Private Client Wealth LLC
5,825$299.5K0.0%ETFLowNew York, NY2026-10-28
One Advisory Partners, LLC
5,645$290.2K0.1%ETFMediumOverland Park, KS2026-10-22
Diversified Enterprises, LLC
5,573$286.5K0.0%ETFVery LowWilmington, DE2026-10-19
Rainey & Randall Wealth Advisors Inc.
5,382$276.7K0.0%ETFVery LowCelebration, FL2026-10-26
Halbert Hargrove Global Advisors, LLC
5,136$264.0K0.0%ETFLowLong Beach, CA2026-10-16
Forum Financial Management, LP
4,740$243.7K0.0%ETFLowLombard, IL2026-10-16
Snider Financial Group
4,622$237.6K0.1%GrowthLowBellevue, WA2026-10-16
Tennessee Valley Asset Management Partners
4,411$226.8K0.0%ETFLowKnoxville, TN2026-11-03
Smithbridge Asset Management Inc
4,407$226.6K0.0%GrowthLowChadds Ford, PA2026-10-19
Fifth Third Bancorp
4,345$223.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Vicus Capital
4,320$222.1K0.0%ETFMediumState College, PA2026-11-05
Ascentis Independent Advisors
4,253$218.6K0.0%ETFLowDallas, TX2026-11-03
Navigoe, LLC
4,209$216.0K0.1%ETFVery LowRedondo Beach, CA2026-11-04
Davenport & Co LLC
4,102$210.9K0.0%CoreMediumRichmond, VA2026-10-14
Creative Financial Designs Inc
2,230$114.6K0.0%ETFMediumKokomo, IN2026-11-04
Pinnacle Bancorp, Inc.
1,816$93.4K0.0%CoreVery LowBeatrice, NE2026-10-21
Balance Wealth Partners LLC
1,608$82.7K0.0%ETFMediumWorthington, OH2026-10-27
Mather Group, Llc.
1,386$71.3K0.0%ETFMediumChicago, IL2026-10-14
Jacobi Capital Management LLC
1,222$62.8K0.0%CoreLowPittston, PA2026-11-05
Private Trust Co NA
1,179$60.6K0.0%CoreLowCleveland, OH2026-10-20
Key Capital Management, Inc
603$31.0K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Larson Financial Group LLC
588$30.2K0.0%GrowthLowSt Louis, MO2026-11-05
Golden State Wealth Management, LLC
556$28.6K0.0%ETFMediumSanta Ana, CA2026-11-02
Abound Wealth Management
525$27.0K0.0%ETFVery LowFranklin, TN2026-10-26
Parallel Advisors, LLC
116$6.0K0.0%IndexLowSan Francisco, CA2026-11-03
IFP Advisors, Inc
106$5.4K0.0%GrowthLowTampa, FL2026-10-16
Hartford Financial Management Inc.
35$1.8K0.0%CoreLowWest Hartford, CT2026-10-21
Dhjj Financial Advisors, Ltd.
34$1.7K0.0%ETFVery LowNaperville, IL2026-10-23
Investment Research & Advisory Group, Inc.
31$1.6K0.0%GrowthVery LowAtlanta, GA2026-10-19