5 institutions reported holding $802,949 of GLOBAL X FDS (CHRI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Focus Partners Wealth ($324,162), TrustWell Financial Advisors, LLC ($272,544), OSAIC HOLDINGS, INC. ($86,915), Farther Finance Advisors, LLC ($74,328), Royal Bank of Canada ($45,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Focus Partners Wealth | $324,162 | 3,655 | Hold |
| 2 | TrustWell Financial Advisors, LLC | $272,544 | 3,073 | New |
| 3 | OSAIC HOLDINGS, INC. | $86,915 | 980 | Added |
| 4 | Farther Finance Advisors, LLC | $74,328 | 838 | New |
| 5 | Royal Bank of Canada | $45,000 | 510 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30