GLOBAL X FDS (CHRI)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
5
Reporting holders
$802.9K
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| Focus Partners Wealth | $324.2K | 3,655 | 0.00% | 3q | HELD |
| TrustWell Financial Advisors, LLC | $272.5K | 3,073 | 0.23% | new | NEW |
| OSAIC HOLDINGS, INC. | $86.9K | 980 | 0.00% | 2q | +12.9%+$9.9K |
| Farther Finance Advisors, LLC | $74.3K | 838 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $45.0K | 510 | 0.00% | 2q | HELD |
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 | 5 | $802.9K | 9,056 | 2 | 1 | 0 | 0.0% |
| Q1 2026 | 3 | $388.9K | 5,033 | 2 | 0 | 0 | 0.0% |
| Q4 2025 | 1 | $297.7K | 3,655 | 1 | 0 | 0 | 0.0% |