Institutional Ownership Global X Fds (CEFA)
This table provides information about the institutional ownership of Global X Fds (CEFA). We have compiled data on the 18 institutions that hold shares in the stock, with a total of 320,146 shares, which have been reported (via 13F filing form) to have a value of $10.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
143,029
shares
|
$4.59 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
60,500
shares
|
$1.94 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
43,157
shares
|
$1.38 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
22,100
shares
|
$709,189
0.0% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
12,665
shares
|
$406,419
0.01% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
12,173
shares
|
$390,631
0.05% of portfolio
|
Q3 2024
Added 56.91%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
7,718
shares
|
$247,670
0.01% of portfolio
|
Q3 2024
Reduced 11.45%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
7,674
shares
|
$246,258
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
4,725
shares
|
$151,625
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,999
shares
|
$96,237
0.0% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,156
shares
|
$37,096
0.0% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
834
shares
|
$26,763
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
615
shares
|
$19,735
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
409
shares
|
$13,124
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
180
shares
|
$5,776
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
179
shares
|
$5,744
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
33
shares
|
$1,058
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|