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 23 institutions that hold shares in the stock, with a total of 520,834 shares, which have been reported (via 13F filing form) to have a value of $18.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
158,200
shares
|
$5.54 Million
0.21% of portfolio
|
Q2 2025
Added 13.81%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
143,029
shares
|
$5.01 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
Aug 07, 2025 Q2 2025 |
52,495
shares
|
$1.84 Million
0.13% of portfolio
|
Q2 2025
Reduced 91.56%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
39,945
shares
|
$1.4 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
22,320
shares
|
$781,423
0.0% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
16,325
shares
|
$571,538
0.21% of portfolio
|
Q2 2025
Added 76.75%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
13,397
shares
|
$469,028
0.03% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
12,930
shares
|
$452,679
0.01% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
9,998
shares
|
$350,029
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
8,321
shares
|
$291,318
0.0% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,080
shares
|
$282,880
0.0% of portfolio
|
Q2 2025
Reduced 79.8%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
7,718
shares
|
$270,207
0.01% of portfolio
|
Q3 2024
Reduced 11.45%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
6,297
shares
|
$220,457
0.0% of portfolio
|
Q1 2025
Added 33.27%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
5,890
shares
|
$206,208
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
5,825
shares
|
$203,933
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
5,393
shares
|
$188,808
0.01% of portfolio
|
Q2 2025
Added 172.1%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
2,246
shares
|
$78,632
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,322
shares
|
$46,283
0.0% of portfolio
|
Q2 2025
Added 8.99%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
390
shares
|
$13,653
0.0% of portfolio
|
Q2 2025
Added 30.0%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
372
shares
|
$13,023
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
191
shares
|
$6,686
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
150
shares
|
$5,251
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|