Who Owns GLOBAL X FDS (CEFA)? -- Institutional Holders (2026-06-30)
40 institutions reported holding $39.0M of GLOBAL X FDS (CEFA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Choate Investment Advisors ($10.9M), Hirtle Callaghan & Co LLC ($5.9M), BROWN BROTHERS HARRIMAN & CO ($2.7M), Leith Wheeler Investment Counsel Ltd. ($2.3M), Curi Capital, LLC ($1.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Choate Investment Advisors | $10.9M | 275,628 | Added |
| 2 | Hirtle Callaghan & Co LLC | $5.9M | 149,300 | Hold |
| 3 | BROWN BROTHERS HARRIMAN & CO | $2.7M | 67,158 | Added |
| 4 | Leith Wheeler Investment Counsel Ltd. | $2.3M | 58,021 | Trimmed |
| 5 | Curi Capital, LLC | $1.9M | 48,072 | Hold |
| 6 | Chevy Chase Trust Holdings, LLC | $1.8M | 44,984 | Trimmed |
| 7 | Signet Private Wealth LLC | $1.3M | 32,411 | Added |
| 8 | Pioneer Wealth Management Group | $924,811 | 23,302 | Added |
| 9 | Royal Bank of Canada | $912,000 | 22,970 | Hold |
| 10 | HBK Sorce Advisory LLC | $901,864 | 21,909 | Added |
| 11 | Harpswell Capital Advisors, LLC | $793,748 | 20,000 | Hold |
| 12 | DAGCO, INC. | $789,779 | 19,900 | Hold |
| 13 | Sound View Wealth Advisors Group, LLC | $789,144 | 19,884 | Added |
| 14 | Hanson & Doremus Investment Management | $692,000 | 17,433 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $573,071 | 14,440 | Added |
| 16 | COURIER CAPITAL LLC | $571,022 | 14,388 | Trimmed |
| 17 | LPL Financial LLC | $543,043 | 13,683 | Added |
| 18 | Alesco Advisors LLC | $470,296 | 11,850 | Hold |
| 19 | Integrated Wealth Concepts LLC | $460,892 | 11,613 | Added |
| 20 | Argent Trust Co | $396,794 | 9,998 | Hold |
| 21 | RFG Advisory, LLC | $362,505 | 9,134 | Hold |
| 22 | EverSource Wealth Advisors, LLC | $326,111 | 8,217 | Trimmed |
| 23 | MCF Advisors LLC | $314,078 | 7,860 | Added |
| 24 | GOLDMAN SACHS GROUP INC | $277,812 | 7,000 | Hold |
| 25 | Gradient Investments LLC | $272,335 | 6,862 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30