Who Owns GLOBAL X FDS (CEFA)? -- Institutional Holders (2026-03-31)
39 institutions reported holding $31.6M of GLOBAL X FDS (CEFA) in SEC 13F filings for 2026-03-31. Largest institutional holders: Choate Investment Advisors ($7.5M), Hirtle Callaghan & Co LLC ($5.5M), Leith Wheeler Investment Counsel Ltd. ($2.2M), BROWN BROTHERS HARRIMAN & CO ($2.0M), Curi Capital, LLC ($1.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Choate Investment Advisors | $7.5M | 203,136 | New |
| 2 | Hirtle Callaghan & Co LLC | $5.5M | 149,300 | Trimmed |
| 3 | Leith Wheeler Investment Counsel Ltd. | $2.2M | 58,300 | Hold |
| 4 | BROWN BROTHERS HARRIMAN & CO | $2.0M | 54,611 | Added |
| 5 | Curi Capital, LLC | $1.8M | 48,072 | Added |
| 6 | Chevy Chase Trust Holdings, LLC | $1.7M | 46,570 | New |
| 7 | Signet Private Wealth LLC | $1.1M | 30,458 | Added |
| 8 | Pioneer Wealth Management Group | $849,593 | 23,032 | Added |
| 9 | Royal Bank of Canada | $847,000 | 22,970 | Added |
| 10 | HBK Sorce Advisory LLC | $837,767 | 21,153 | Added |
| 11 | Harpswell Capital Advisors, LLC | $737,738 | 20,000 | Hold |
| 12 | DAGCO, INC. | $734,049 | 19,900 | Added |
| 13 | COURIER CAPITAL LLC | $552,898 | 14,989 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $475,053 | 12,879 | Added |
| 15 | Alesco Advisors LLC | $437,110 | 11,850 | Trimmed |
| 16 | Argent Trust Co | $368,795 | 9,998 | Hold |
| 17 | RFG Advisory, LLC | $336,925 | 9,134 | Hold |
| 18 | LPL Financial LLC | $316,822 | 8,589 | New |
| 19 | EverSource Wealth Advisors, LLC | $307,711 | 8,342 | Added |
| 20 | Hanson & Doremus Investment Management | $307,000 | 8,314 | Added |
| 21 | GOLDMAN SACHS GROUP INC | $258,208 | 7,000 | Hold |
| 22 | Integrated Wealth Concepts LLC | $256,033 | 6,941 | New |
| 23 | Gradient Investments LLC | $253,118 | 6,862 | Hold |
| 24 | Sound View Wealth Advisors Group, LLC | $246,146 | 6,673 | New |
| 25 | CITADEL ADVISORS LLC | $243,933 | 6,613 | New |
Source: SEC Form 13F filings · as of 2026-03-31