Public ownership evidence

Columbia EM Core ex-China ETF (XCEM) Ownership Disclosures

Read XCEM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Columbia EM Core ex-China ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Bernard Wealth Management Corp.
Report period
2026-06-30
Available
2026-08-22
Reported shares
1,700
Value (USD)
$89,896
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002056313-26-000004
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read XCEM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read XCEM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Bernard Wealth Management Corp.2026-06-302026-08-221,700$89,896None
Kingsview Wealth Management, LLC2026-06-302026-08-2048,745$2,577,636None
Kingsview Wealth Management, LLC2026-06-302026-08-20158,269$8,369,265None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20310,423$16,415,186None
Pure Financial Advisors, LLC2026-06-302026-08-189,089$480,647None
Equitable Holdings, Inc.2026-06-302026-08-1814,369$759,808None
Modern Wealth Management, LLC2026-06-302026-08-15698,040$36,912,355None
Vertex Planning Partners, LLC2026-06-302026-08-1598,505$5,208,937None
EARNED WEALTH ADVISORS, LLC2026-06-302026-08-15208,264$11,012,997None
Western Wealth Management, LLC2026-06-302026-08-1522,128$1,170,111None
IFG Advisory, LLC2026-06-302026-08-152,875$152,030None
OSAIC HOLDINGS, INC.2026-06-302026-08-15166,702$8,815,219None
OSAIC HOLDINGS, INC.2026-06-302026-08-1571,411$3,776,523None
JANE STREET GROUP, LLC2026-06-302026-08-1596,792$5,118,361None
Main Management LLC2026-06-302026-08-1560$3,000None
OLD MISSION CAPITAL LLC2026-06-302026-08-1535,806$1,893,421None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-154,814$254,564None
Medallion Wealth Advisors, LLC2026-06-302026-08-151,300$68,744None
Waverly Advisors, LLC2026-06-302026-08-154,454$235,528None
GUARDIAN WEALTH ADVISORS, LLC / NC2026-06-302026-08-15141,938$7,505,693None
BROWN ADVISORY INC2026-06-302026-08-1517,514$926,140None
&PARTNERS2026-06-302026-08-1572,124$3,818,114None
Thrivent Financial for Lutherans2026-06-302026-08-1524,377$1,289,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1573,987$3,815,510None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15600$31,728None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15506$26,757None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15554,484$29,330,119None
Ausdal Financial Partners, Inc.2026-06-302026-08-154,239$224,158None
Ausdal Financial Partners, Inc.2026-06-302026-08-151,451$76,729None
Cerity Partners LLC2026-06-302026-08-15377$19,936None
Cerity Partners LLC2026-06-302026-08-15165,495$8,751,376None
Cresset Asset Management, LLC2026-06-302026-08-1522,511$1,190,391None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-153,913$206,919None
ROYAL BANK OF CANADA2026-06-302026-08-15253,477$13,404,000None
CITADEL ADVISORS LLC2026-06-302026-08-1514,226$752,271None
Larson Financial Group LLC2026-06-302026-08-15653$34,523None
FIRST FOUNDATION ADVISORS2026-06-302026-08-1586,999$4,600,533None
FIRST FOUNDATION ADVISORS2026-06-302026-08-1538,626$2,042,543None
Coastline Trust Co2026-06-302026-08-1531,310$1,655,673None
Coastline Trust Co2026-06-302026-08-15900$47,592None
ARIEL INVESTMENTS, LLC2026-06-302026-08-1516,671$881,562None
ALERUS FINANCIAL NA2026-06-302026-08-15720$38,074None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-158,605$455,032None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15869,096$45,957,796None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15186,102$9,841,074None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15443,386$23,446,256None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1568,802$3,638,250None
BANK OF AMERICA CORP /DE/2026-06-302026-08-152,027,968$107,238,948None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15616,181$32,583,625None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15887,008$46,904,983None

90-day public filing window, up to 50 source positions.

Bernard Wealth Management Corp. ↗Kingsview Wealth Management, LLC ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Pure Financial Advisors, LLC ↗Equitable Holdings, Inc. ↗Modern Wealth Management, LLC ↗Vertex Planning Partners, LLC ↗EARNED WEALTH ADVISORS, LLC ↗Western Wealth Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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