XCEM · Columbia India Consumer ETF

$51.11 -0.44 (-0.85%) At close · Aug 28

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 43

Total Value: $97,289,096

Total Shares: 1,630,999

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 43 13F filers · Δ vs Mar 31, 2026

Top Holder

24.4%

−1.0 pts

Top 5

73.3%

+13.0 pts

Top 10

90.9%

+12.3 pts

HHI

1,397

Broadly held+297

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -17

Institutional value: +0.8%

Shares held: -7.2%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega JPMORGAN CHASE & CO	+336,342	336,833
Large OSAIC HOLDINGS, INC.	+18,804	27,298
Mega JANE STREET GROUP, LLC	+9,317	60,988
Micro tru Independence LLC	+5,970	91,235
Large Cetera Investment Advisers	+2,688	34,351

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega BANK OF AMERICA CORP /DE/	−47,966	398,194
Mid OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	−32,511	230,518
Mid OLD MISSION CAPITAL LLC	−31,435	59,834
Mega LPL Financial LLC	−27,444	114,356
Small WealthCare Investment Partners, LLC	−4,735	11,859

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid Integrated Wealth Concepts LLC	1,400	$83,510
Mega FMR LLC	1,015	$60,544
Mid Evelyn Partners Group Ltd	300	$17,895
Large FIFTH THIRD BANCORP	110	$6,561
Mid Global Retirement Partners, LLC	82	$4,891

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large COMMONWEALTH EQUITY SERVICES, LLC	76,852	$4,224,554
Mega GOLDMAN SACHS GROUP INC	65,900	$3,622,523
Micro Haven Private, LLC	41,726	$2,293,678
Large HRT FINANCIAL LP	32,250	$1,772,782
Micro KRAEMATON INVESTMENT ADVISORS, INC	30,839	$1,695,219

Filter: New 7 Increased 9 Reduced 17 Sold out 24 Unchanged 10

Showing 43 of 43

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BANK OF AMERICA CORP /DE/

$23,752,272

24.41%

398,194

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	54,380	$3,243,767	13.7%	Defined
MANAGED ACCOUNT ADVISORS LLC	343,814	$20,508,505	86.3%	Defined

JPMORGAN CHASE & CO

$20,092,085

20.65%

336,833

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Trust Co of Delaware	5,457	$325,509	1.6%	Defined
JPMorgan Chase Bank, N.A.	243,199	$14,506,820	72.2%	Defined
J.P. Morgan Securities LLC	493	$29,406	0.1%	Defined
J.P. Morgan Private Investments Inc.	87,684	$5,230,350	26.0%	Defined

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

$13,750,398

14.13%

230,518

MORGAN STANLEY

$6,890,230

7.08%

115,511

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	115,511	$6,890,230	100.0%	Defined

LPL Financial LLC

$6,821,335

7.01%

114,356

tru Independence LLC

$5,442,167

5.59%

91,235

JANE STREET GROUP, LLC

$3,637,934

3.74%

60,988

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	60,988	$3,637,934	100.0%	Defined

OLD MISSION CAPITAL LLC

$3,569,098

3.67%

59,834

RAYMOND JAMES FINANCIAL INC

$2,385,581

2.45%

39,993

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	38,321	$2,285,847	95.8%	Defined
Raymond James Financial Services Advisors, Inc.	1,672	$99,734	4.2%	Defined

Cetera Investment Advisers

$2,049,037

2.11%

34,351

OSAIC HOLDINGS, INC.

$1,628,325

1.67%

27,298

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	26,685	$1,591,760	97.8%	Defined
Osaic Advisory Services, LLC	613	$36,565	2.2%	Defined

PNC FINANCIAL SERVICES GROUP, INC.

$865,341

0.89%

14,507

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	14,507	$865,341	100.0%	Defined

UBS Group AG

$741,687

0.76%

12,434

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	3,639	$217,066	29.3%	Defined
UBS AG	8,795	$524,621	70.7%	Defined

WealthCare Investment Partners, LLC

$707,389

0.73%

11,859

AMERIPRISE FINANCIAL INC

$702,915

0.72%

11,784

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	11,784	$702,915	100.0%	Defined

DOVER ADVISORS, LLC

$486,863

0.50%

8,162

ENVESTNET ASSET MANAGEMENT INC

$476,066

0.49%

7,981

Arax Advisory Partners

$343,941

0.35%

5,766

BANK OF MONTREAL /CAN/

$338,513

0.35%

5,675

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO NESBITT BURNS INC.	5,675	$338,513	100.0%	Defined

Sigma Planning Corp

$338,215

0.35%

5,670

D. E. Shaw & Co., Inc.

$290,555

0.30%

4,871

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	4,871	$290,555	100.0%	Defined

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$277,432

0.29%

4,651

LYELL WEALTH MANAGEMENT, LP

$269,140

0.28%

4,512

Western Wealth Management, LLC

$259,417

0.27%

4,349

Migdal Insurance & Financial Holdings Ltd.

$255,302

0.26%

4,280

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Migdal Mutual Funds Ltd	4,280	$255,302	100.0%	Defined

Cresset Asset Management, LLC

$246,235

0.25%

4,128

Parallel Advisors, LLC

$143,756

0.15%

2,410

ROYAL BANK OF CANADA

$119,836

0.12%

2,009

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	1,350	$80,527	67.2%	Defined
RBC Dominion Securities Inc.	654	$39,011	32.6%	Defined
CITY NATIONAL BANK	5	$298	0.2%	Other

Integrated Wealth Concepts LLC

$83,510

0.09%

1,400

Larson Financial Group LLC

$69,372

0.07%

1,163

FMR LLC

$60,544

0.06%

1,015

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	1,015	$60,544	100.0%	Defined

Geneos Wealth Management Inc.

$53,685

0.06%

900

Sankala Group LLC

$46,705

0.05%

783

Graney & King, LLC

$28,632

0.03%

480

Evelyn Partners Group Ltd

$17,895

0.02%

300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Evelyn Partners Asset Management Ltd	300	$17,895	100.0%	Sole

Rockefeller Capital Management L.P.

$15,151

0.02%

254

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	254	$15,151	100.0%	Defined

Steward Partners Investment Advisory, LLC

$8,291

0.01%

139

WELLS FARGO & COMPANY/MN

$7,993

0.01%

134

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	134	$7,993	100.0%	Defined

FIFTH THIRD BANCORP

$6,561

0.01%

110

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	110	$6,561	100.0%	Defined

Global Retirement Partners, LLC

$4,891

0.01%

CITIGROUP INC

$3,757

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	63	$3,757	100.0%	Defined

HUNTINGTON NATIONAL BANK

$1,014

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

$30

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS INTERNATIONAL	65,900	$3,622,523	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AQR Capital Management	95	$5,222	0.8%	Other
Held directly	11,544	$634,573	99.2%	Sole

Key facts CIK 1450501 CUSIP 19762B707 13F (30d) 43 filings 43 filers