XCEM Institutional Ownership & Shareholders
COLUMBIA EM CORE EX-CHINA ET (XCEM) is currently held by 201 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.59B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of XCEM tracked by InsiderSet, reporting ownership valued at approximately $188.08M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $165.39M, representing an estimated loss of -12.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed XCEM value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Boulay Financial Advisors, Llc, and several other long-term asset managers with concentrated positions in COLUMBIA EM CORE EX-CHINA ET (XCEM).
This page ranks the largest institutional XCEM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
201
Total Reported Value
$1.59B
Largest Holder
Morgan Stanley
Largest Position
$188.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 3,556,704 | $188,078,530 | $165,386,736 | -$22,691,794 | -12.07% | |
| Bank Of America Corp | 0.01% | 3,531,157 | $186,727,556 | $164,198,801 | -$22,528,756 | -12.07% | |
| Boulay Financial Advisors, Llc | 10.91% | 2,228,872 | $117,862,706 | $103,642,548 | -$14,220,158 | -12.07% | |
| Cibc Bancorp Usa Inc. | 0.12% | 1,840,058 | $95,589,220 | $85,562,697 | -$10,026,523 | -10.49% | |
| Lpl Financial Llc | 0.02% | 1,597,979 | $84,501,131 | $74,306,024 | -$10,195,108 | -12.07% | |
| Raymond James Financial Inc | 0.02% | 1,063,803 | $56,253,902 | $49,466,840 | -$6,787,063 | -12.07% | |
| Hennion & Walsh Asset Management, Inc. | 1.59% | 1,056,208 | $54,299,632 | $49,113,672 | -$5,185,960 | -9.55% | |
| Marotta Asset Management | 6.80% | 779,507 | $40,074,455 | $36,247,076 | -$3,827,380 | -9.55% | |
| Modern Wealth Management, Llc | 0.44% | 698,040 | $36,912,355 | $32,458,860 | -$4,453,495 | -12.07% | |
| Commonwealth Equity Services, Llc | 0.04% | 648,669 | $33,348,063 | $30,163,109 | -$3,184,955 | -9.55% | |
| Aprio Wealth Management, Llc | 1.44% | 615,901 | $31,663,470 | $28,639,397 | -$3,024,074 | -9.55% | |
| Ameriprise Financial Inc | 0.01% | 555,590 | $29,388,604 | $25,834,935 | -$3,553,669 | -12.09% | |
| Wells Fargo & Company/Mn | 0.00% | 512,188 | $27,084,506 | $23,816,742 | -$3,267,764 | -12.07% | |
| Planning Alternatives Ltd | 2.22% | 391,645 | $20,710,191 | $18,211,493 | -$2,498,699 | -12.07% | |
| Ubs Group Ag | 0.00% | 352,162 | $18,622,327 | $16,375,533 | -$2,246,794 | -12.07% | |
| Partners Capital Investment Group, Llp | 0.60% | 320,043 | $16,923,891 | $14,882,000 | -$2,041,892 | -12.07% | |
| Savvy Advisors, Inc. | 0.36% | 317,166 | $16,771,739 | $14,748,219 | -$2,023,520 | -12.07% | |
| Prism Advisors, Inc. | 4.20% | 327,714 | $16,736,354 | $15,238,701 | -$1,497,653 | -8.95% | |
| Mercer Global Advisors Inc | 0.02% | 310,423 | $16,415,186 | $14,434,670 | -$1,980,517 | -12.07% | |
| Penserra Capital Management Llc | 0.12% | 306,299 | $16,197,000 | $14,242,904 | -$1,954,097 | -12.06% | |
| D.A. Davidson & Co. | 0.07% | 271,527 | $13,959,224 | $12,626,006 | -$1,333,219 | -9.55% | |
| Sanctuary Advisors, Llc | 0.06% | 254,456 | $13,455,632 | $11,832,204 | -$1,623,428 | -12.07% | |
| Royal Bank Of Canada | 0.00% | 253,477 | $13,404,000 | $11,786,681 | -$1,617,320 | -12.07% | |
| Central Trust Co | 0.24% | 248,821 | $13,157,656 | $11,570,177 | -$1,587,480 | -12.07% | |
| Richard P Slaughter Associates Inc | 2.54% | 246,967 | $12,696,597 | $11,483,966 | -$1,212,632 | -9.55% | |
| Private Advisor Group, Llc | 0.06% | 239,370 | $12,657,902 | $11,130,705 | -$1,527,197 | -12.07% | |
| Osaic Holdings, Inc. | 0.01% | 238,113 | $12,591,742 | $11,072,255 | -$1,519,488 | -12.07% | |
| Pine Valley Investments Ltd Liability Co | 0.51% | 228,117 | $12,062,825 | $10,607,441 | -$1,455,385 | -12.07% | |
| Earned Wealth Advisors, Llc | 0.71% | 208,264 | $11,012,997 | $9,684,276 | -$1,328,721 | -12.07% | |
| Kingsview Wealth Management, Llc | 0.13% | 207,014 | $10,946,901 | $9,626,151 | -$1,320,750 | -12.07% | |
| Krilogy Financial Llc | 0.30% | 212,477 | $10,800,215 | $9,880,181 | -$920,035 | -8.52% | |
| Focus Partners Wealth | 0.01% | 199,307 | $10,539,365 | $9,267,776 | -$1,271,590 | -12.07% | |
| Benchmark Financial Wealth Advisors, Llc | 2.46% | 199,799 | $10,271,667 | $9,290,654 | -$981,014 | -9.55% | |
| Mckinley Carter Wealth Services, Inc. | 0.52% | 198,073 | $10,182,940 | $9,210,395 | -$972,546 | -9.55% | |
| Highland Financial Advisors, Llc | 2.16% | 197,175 | $10,136,780 | $9,168,638 | -$968,143 | -9.55% | |
| Wealthcare Advisory Partners Llc | 0.17% | 196,125 | $10,082,773 | $9,119,813 | -$962,961 | -9.55% | |
| Nelson Capital Management, Llc | 1.08% | 186,368 | $9,855,140 | $8,666,112 | -$1,189,028 | -12.07% | |
| Leavell Investment Management, Inc. | 0.32% | 167,970 | $8,882,270 | $7,810,605 | -$1,071,665 | -12.07% | |
| Cerity Partners Llc | 0.01% | 165,872 | $8,771,312 | $7,713,048 | -$1,058,264 | -12.07% | |
| Stifel Financial Corp | 0.01% | 159,274 | $8,422,458 | $7,406,241 | -$1,016,217 | -12.07% | |
| Bleakley Financial Group, Llc | 0.11% | 157,124 | $8,308,691 | $7,306,266 | -$1,002,425 | -12.06% | |
| Cetera Investment Advisers | 0.01% | 155,953 | $8,246,789 | $7,251,815 | -$994,975 | -12.06% | |
| Ma Private Wealth | 1.23% | 155,832 | $8,240,378 | $7,246,188 | -$994,190 | -12.06% | |
| Breakwater Capital Group | 0.97% | 158,266 | $8,136,477 | $7,359,369 | -$777,108 | -9.55% | |
| Fortitude Financial, Llc | 3.66% | 151,827 | $7,805,426 | $7,059,956 | -$745,471 | -9.55% | |
| Alphacore Capital Llc | 0.14% | 147,174 | $7,782,557 | $6,843,591 | -$938,966 | -12.07% | |
| Janney Montgomery Scott Llc | 0.01% | 145,214 | $7,679,000 | $6,752,451 | -$926,549 | -12.07% | |
| Guardian Wealth Advisors, Llc / Nc | 0.43% | 141,938 | $7,505,693 | $6,600,117 | -$905,576 | -12.07% | |
| Aptus Capital Advisors, Llc | 0.05% | 141,938 | $7,505,681 | $6,600,117 | -$905,564 | -12.07% | |
| Envestnet Asset Management Inc | 0.00% | 133,395 | $7,053,942 | $6,202,868 | -$851,075 | -12.07% |
Frequently asked questions about XCEM
Who are the largest institutional holders of XCEM?
The largest institutional holders of XCEM reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, Boulay Financial Advisors, Llc, Cibc Bancorp Usa Inc., and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported XCEM position.
What is XCEM institutional ownership?
This page tracks XCEM positions reported by institutional investment managers through SEC Form 13F. COLUMBIA EM CORE EX-CHINA ET (XCEM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XCEM?
InsiderSet currently tracks 201 institutional managers reporting XCEM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XCEM shareholders.
How much XCEM stock do institutions own?
Institutional investment managers disclosed approximately $1.59B in XCEM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XCEM institutional ownership last updated?
The latest XCEM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XCEM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XCEM position after the reporting date.
Are institutions buying or selling XCEM?
Institutional buying and selling can be analyzed by comparing XCEM positions across consecutive 13F reporting periods. InsiderSet's XCEM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XCEM ownership changes.
How has XCEM institutional ownership changed over time?
InsiderSet tracks XCEM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.