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 25 institutions that hold shares in the stock, with a total of 417,875 shares, which have been reported (via 13F filing form) to have a value of $15.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
130,700
shares
|
$4.82 Million
0.17% of portfolio
|
Q3 2025
Reduced 17.38%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
Nov 14, 2025 Q3 2025 |
58,300
shares
|
$2.15 Million
0.14% of portfolio
|
Q3 2025
Added 11.06%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
42,848
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
25,141
shares
|
$926,948
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
22,575
shares
|
$832,340
0.0% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
Nov 06, 2025 Q3 2025 |
20,000
shares
|
$737,400
0.69% of portfolio
|
Q3 2025
New holding
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 14, 2025 Q3 2025 |
18,627
shares
|
$686,777
0.22% of portfolio
|
Q3 2025
Added 14.1%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
13,397
shares
|
$493,947
0.03% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
12,930
shares
|
$476,729
0.01% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
9,998
shares
|
$368,626
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
8,163
shares
|
$300,969
0.01% of portfolio
|
Q3 2025
Added 51.36%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
8,135
shares
|
$299,937
0.0% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
6,862
shares
|
$253,001
0.01% of portfolio
|
Q3 2025
Reduced 11.09%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
6,542
shares
|
$241,203
0.01% of portfolio
|
Q3 2025
Added 11.07%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
6,465
shares
|
$238,364
0.06% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
6,297
shares
|
$232,170
0.0% of portfolio
|
Q1 2025
Added 33.27%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
5,778
shares
|
$213,034
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
5,702
shares
|
$210,232
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
3,631
shares
|
$133,874
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
2,246
shares
|
$82,810
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,499
shares
|
$55,268
0.0% of portfolio
|
Q3 2025
Added 302.96%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,455
shares
|
$53,645
0.0% of portfolio
|
Q3 2025
Added 10.06%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
390
shares
|
$14,379
0.0% of portfolio
|
Q2 2025
Added 30.0%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
194
shares
|
$7,152
0.01% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|