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 20 institutions that hold shares in the stock, with a total of 469,807 shares, which have been reported (via 13F filing form) to have a value of $16.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
143,029
shares
|
$4.91 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
139,000
shares
|
$4.77 Million
0.18% of portfolio
|
Q1 2025
Added 129.75%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
May 12, 2025 Q1 2025 |
46,363
shares
|
$1.59 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
40,001
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
22,320
shares
|
$765,575
0.0% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
16,325
shares
|
$559,947
0.21% of portfolio
|
Q2 2025
Added 76.75%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
12,968
shares
|
$444,802
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
12,930
shares
|
$443,498
0.01% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
9,998
shares
|
$342,931
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
7,718
shares
|
$264,727
0.01% of portfolio
|
Q3 2024
Reduced 11.45%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
7,687
shares
|
$263,664
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
6,297
shares
|
$215,987
0.0% of portfolio
|
Q1 2025
Added 33.27%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,982
shares
|
$67,982
0.0% of portfolio
|
Q1 2025
Added 1001.11%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,213
shares
|
$41,605
0.0% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
834
shares
|
$28,606
0.0% of portfolio
|
Q4 2022
Closed
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
372
shares
|
$12,759
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
300
shares
|
$10,290
0.0% of portfolio
|
Q1 2025
Reduced 26.65%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
279
shares
|
$9,569
0.0% of portfolio
|
Q1 2025
Reduced 90.7%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
191
shares
|
$6,551
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|