XCEM · Insider trading · 13F holders · Congress trades
Columbia ETF Tr II (XCEM)
Who is buying and selling XCEM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 39
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
XCEM at a glance
- No open-market insider purchases or sales of XCEM were filed in the last 90 days.
- 39 13F filers hold XCEM among their 50 largest positions, worth $484.6M combined. The biggest bets by portfolio weight are Marotta Asset Management (6.8%), Prism Advisors, Inc. (4.2%) and Flaharty Asset Management, LLC (3.7%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
- No member of Congress has disclosed a trade in XCEM.
XCEM insider trading
No open-market insider purchases or sales of XCEM were filed in the last 90 days.
Who owns XCEM? Hedge funds and superinvestors
39 13F filers hold XCEM among their 50 largest positions, worth $484.6M combined. The biggest bets by portfolio weight are Marotta Asset Management (6.8%), Prism Advisors, Inc. (4.2%) and Flaharty Asset Management, LLC (3.7%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Boulay Financial Advisors, LLCWealth manager | 10.9% | $117.9M | 2,228,872 | -13.4% shares | Q2 2026 |
| Hennion & Walsh Asset Management, Inc.Wealth manager | 1.6% | $54.3M | 1,056,208 | +4.7% shares | Q3 2026 |
| Marotta Asset ManagementWealth manager | 6.8% | $40.1M | 779,507 | -4.8% shares | Q3 2026 |
| Modern Wealth Management, LLCWealth manager | 0.4% | $36.9M | 698,040 | — | Q2 2026 |
| Aprio Wealth Management, LLCWealth manager | 1.4% | $31.7M | 615,901 | — | Q3 2026 |
| Planning Alternatives Ltd /advWealth manager | 2.2% | $20.7M | 391,645 | +1.7% shares | Q2 2026 |
| Partners Capital Investment Group, LLPHedge fund | 0.6% | $16.9M | 320,043 | +0.0% shares | Q2 2026 |
| Prism Advisors, Inc.Wealth manager | 4.2% | $16.7M | 327,714 | -17.9% shares | Q3 2026 |
| Richard P Slaughter Associates IncWealth manager | 2.5% | $12.7M | 246,967 | -4.2% shares | Q3 2026 |
| Earned Wealth Advisors, LLCWealth manager | 0.7% | $11.0M | 208,264 | -2.2% shares | Q2 2026 |
| Benchmark Financial Wealth Advisors, LLCWealth manager | 2.5% | $10.3M | 199,799 | +11.6% shares | Q3 2026 |
| McKinley Carter Wealth Services, Inc.Wealth manager | 0.5% | $10.2M | 198,073 | +0.3% shares | Q3 2026 |
| Highland Financial Advisors, LLCWealth manager | 2.2% | $10.1M | 197,175 | +3.5% shares | Q3 2026 |
| Nelson Capital Management, LLCWealth manager | 1.1% | $9.9M | 186,368 | +2.6% shares | Q2 2026 |
| MA Private WealthWealth manager | 1.2% | $8.2M | 155,832 | -5.3% shares | Q2 2026 |
| Breakwater Capital GroupWealth manager | 1.0% | $8.1M | 158,266 | +0.5% shares | Q3 2026 |
| Fortitude Financial, LLCWealth manager | 3.7% | $7.8M | 151,827 | +12.1% shares | Q3 2026 |
| Guardian Wealth Advisors, LLC / NcWealth manager | 0.4% | $7.5M | 141,938 | -10.6% shares | Q2 2026 |
| Total Clarity Wealth Management, Inc.Wealth manager | 1.3% | $6.6M | 127,615 | — | Q3 2026 |
| New England Capital Financial Advisors LLCWealth manager | 1.5% | $6.1M | 116,106 | +1.5% shares | Q2 2026 |
| Vertex Planning Partners, LLCWealth manager | 0.8% | $5.2M | 98,505 | +5.5% shares | Q2 2026 |
| Mason & Associates IncWealth manager | 0.8% | $4.7M | 89,549 | -2.5% shares | Q2 2026 |
| Spectrum Wealth Advisory Group, LLCWealth manager | 1.2% | $4.3M | 83,062 | +308.7% shares | Q3 2026 |
| Watershed Private Wealth LLCWealth manager | 0.9% | $3.4M | 63,731 | -7.8% shares | Q2 2026 |
| Iams Wealth Management, LLCWealth manager | 1.0% | $3.3M | 64,659 | — | Q3 2026 |
| SoundView Advisors Inc.Wealth manager | 1.0% | $3.1M | 58,049 | +1.9% shares | Q2 2026 |
| McCarley & Cook Financial PlannersWealth manager | 2.3% | $3.0M | 58,521 | +1.6% shares | Q3 2026 |
| Flaharty Asset Management, LLCWealth manager | 3.7% | $2.6M | 50,945 | -93.3% shares | Q2 2026 |
| IFC & Insurance Marketing, Inc.Wealth manager | 1.9% | $2.3M | 44,326 | +0.9% shares | Q3 2026 |
| Redwood Financial Network CorpWealth manager | 0.9% | $1.6M | 29,398 | -0.4% shares | Q2 2026 |
The 30 largest of 39 positions, by value. Each manager counts with its latest 13F (Q3 2026: 20, Q2 2026: 19). Screen XCEM in the grand portfolio →
XCEM stock trades by members of Congress
No member of Congress has disclosed a trade in XCEM.
XCEM questions and answers
Are insiders buying XCEM stock?
No open-market insider purchases or sales of XCEM were filed in the last 90 days.
Which hedge funds own XCEM?
39 13F filers hold XCEM among their 50 largest positions, worth $484.6M combined. The biggest bets by portfolio weight are Marotta Asset Management (6.8%), Prism Advisors, Inc. (4.2%) and Flaharty Asset Management, LLC (3.7%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
Has Congress traded XCEM?
No member of Congress has disclosed a trade in XCEM.
Who is the largest holder of XCEM?
Among 13F filers, Boulay Financial Advisors, LLC reports the largest XCEM position, $117.9M (2,228,872 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Marotta Asset Management's: 6.8% of its portfolio.
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