Who Owns GLOBAL X (CEFA)? -- Institutional Holders (2026-06-30)

40 institutions reported holding $38.8M of GLOBAL X (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	Argent Trust Co	$396,794	9,998	Hold
20	RFG Advisory, LLC	$362,505	9,134	Hold
21	EverSource Wealth Advisors, LLC	$326,111	8,217	Trimmed
22	MCF Advisors LLC	$314,078	7,860	Added
23	GOLDMAN SACHS GROUP INC	$277,812	7,000	Hold
24	Integrated Wealth Concepts LLC	$275,472	6,941	Hold
25	Gradient Investments LLC	$272,335	6,862	Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30