GLOBAL X FDS (CEFA)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
37
Reporting holders
$38.3M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Choate Investment Advisors | $10.9M | 275,628 | 0.19% | 2q | +35.7%+$2.9M |
| Hirtle & Co., LLC | $5.9M | 149,300 | 0.19% | 7q | HELD |
| BROWN BROTHERS HARRIMAN & CO | $2.7M | 67,158 | 0.01% | 4q | +23.0%+$498.0K |
| Leith Wheeler Investment Counsel Ltd. | $2.3M | 58,021 | 0.17% | 6q | HELD |
| Curi Capital, LLC | $1.9M | 48,072 | 0.03% | 5q | HELD |
| Chevy Chase Trust Holdings, LLC | $1.8M | 44,984 | 0.00% | 2q | -3.4%-$62.9K |
| Signet Private Wealth LLC | $1.3M | 32,411 | 1.03% | 3q | +6.4%+$77.5K |
| Pioneer Wealth Management Group | $924.8K | 23,302 | 0.22% | 6q | +1.2%+$10.7K |
| ROYAL BANK OF CANADA | $912.0K | 22,970 | 0.00% | 18q | HELD |
| HBK Sorce Advisory LLC | $901.9K | 21,909 | 0.02% | 3q | +3.6%+$31.1K |
| Harpswell Capital Advisors, LLC | $793.7K | 20,000 | 0.51% | 4q | HELD |
| DAGCO, INC. | $789.8K | 19,900 | 0.15% | 5q | HELD |
| Sound View Wealth Advisors Group, LLC | $789.1K | 19,884 | 0.05% | 2q | +198.0%+$524.3K |
| ENVESTNET ASSET MANAGEMENT INC | $573.1K | 14,440 | 0.00% | 12q | +12.1%+$62.0K |
| COURIER CAPITAL LLC | $571.0K | 14,388 | 0.03% | 6q | -4.0%-$23.9K |
| LPL Financial LLC | $543.0K | 13,683 | 0.00% | 2q | +59.3%+$202.2K |
| Alesco Advisors, LLC, An ESL Co | $470.3K | 11,850 | 0.01% | 19q | HELD |
| Integrated Wealth Concepts LLC | $460.9K | 11,613 | 0.00% | 2q | +67.3%+$185.4K |
| Argent Trust Co | $396.8K | 9,998 | 0.01% | 6q | HELD |
| RFG Advisory, LLC | $362.5K | 9,134 | 0.01% | 5q | HELD |
| EverSource Wealth Advisors, LLC | $326.1K | 8,217 | 0.01% | 7q | -1.5%-$5.0K |
| MCF Advisors LLC | $314.1K | 7,860 | 0.01% | 3q | +633.2%+$271.2K |
| GOLDMAN SACHS GROUP INC | $277.8K | 7,000 | 0.00% | 3q | HELD |
| Gradient Investments LLC | $272.3K | 6,862 | 0.00% | 15q | HELD |
| UMB Bank, n.a. | $249.9K | 6,296 | 0.00% | 9q | HELD |
| eCIO, Inc. | $235.3K | 5,930 | 0.07% | 2q | HELD |
| SMITH, MOORE & CO. | $229.3K | 5,778 | 0.01% | 4q | HELD |
| JANE STREET GROUP, LLC | $223.0K | 5,618 | 0.00% | new | NEW |
| Prospera Financial Services Inc | $210.1K | 5,295 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $160.3K | 4,039 | 0.00% | 4q | HELD |
| MANNING & NAPIER ADVISORS LLC | $138.1K | 3,489 | 0.00% | 2q | HELD |
| CDKV HOLDINGS LLC | $127.0K | 3,200 | 0.10% | 3q | -20.0%-$31.8K |
| US BANCORP \DE\ | $60.5K | 1,524 | 0.00% | 6q | +1.7% |
| FIFTH THIRD BANCORP | $60.1K | 1,514 | 0.00% | 2q | +5.4%+$3.1K |
| TRUST CO OF TOLEDO NA /OH/ | $27.2K | 685 | 0.00% | 5q | -71.3%-$67.5K |
| UBS Group AG | $27.1K | 684 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $15.5K | 390 | 0.00% | 7q | HELD |
| Hanson & Doremus Investment Management | $692 | 17,433 | 0.07% | 4q | +109.7% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 37 | $38.3M | 963,026 | 3 | 12 | 5 | 0.0% |
| Q1 2026 | 36 | $31.3M | 847,647 | 10 | 12 | 3 | 0.0% |
| Q4 2025 | 29 | $21.4M | 576,323 | 5 | 5 | 3 | 0.0% |
| Q3 2025 | 23 | $14.8M | 412,173 | 3 | 9 | 4 | 0.0% |
| Q2 2025 | 22 | $18.7M | 543,154 | 5 | 9 | 1 | 0.0% |
| Q1 2025 | 19 | $15.5M | 462,718 | 6 | 6 | 2 | 0.0% |
| Q4 2024 | 17 | $9.6M | 320,146 | 7 | 1 | 2 | 0.0% |
| Q3 2024 | 11 | $2.4M | 72,997 | 3 | 2 | 2 | 0.0% |
| Q2 2024 | 8 | $2.0M | 65,114 | 1 | 2 | 0 | 0.0% |
| Q1 2024 | 13 | $3.3M | 105,103 | 3 | 2 | 4 | 0.0% |
| Q4 2023 | 12 | $3.1M | 105,956 | 3 | 4 | 2 | 0.0% |
| Q3 2023 | 8 | $1.9M | 72,646 | 4 | 2 | 1 | 0.0% |
| Q2 2023 | 6 | $2.5M | 86,175 | 1 | 1 | 1 | 0.0% |
| Q1 2023 | 5 | $1.6M | 56,926 | 1 | 1 | 2 | 0.0% |
| Q4 2022 | 6 | $1.6M | 62,858 | 2 | 0 | 1 | 0.0% |
| Q3 2022 | 5 | $2.1M | 93,539 | 0 | 1 | 1 | 0.0% |
| Q2 2022 | 5 | $2.3M | 95,255 | 1 | 3 | 0 | 0.0% |
| Q1 2022 | 5 | $1.7M | 60,003 | 4 | 0 | 0 | 0.0% |
| Q4 2021 | 2 | $640.0K | 20,171 | 2 | 0 | 0 | 0.0% |
| Q3 2021 | 1 | $289.0K | 8,993 | 1 | 0 | 0 | 0.0% |
| Q2 2021 | 1 | $267.5K | 8,258 | 1 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $4.7K | 150 | 1 | 0 | 0 | 0.0% |