Global X S&P Cath Val DevelCEFAETF
13F holders, Q1 2025 (March 31)19holders +2
5new positions
5sold out
$33.55avg. 13F price*
At the end of Q1 2025, 19 institutions reported holding Global X S&P Cath Val Devel (CEFA) in their 13F filings, up 2 from Q4 2024. 5 opened new positions and 5 sold out. The largest holders were Fund Evaluation Group, LLC ($4.8M), Hirtle & Co., LLC ($4.7M) and Leith Wheeler Investment Counsel Ltd. ($1.6M).
- Company
- Global X S&P Cath Val Devel
- CUSIP
- 37954Y368
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $3.7M |
| Exits | 5 | $1.7M |
All 13F filers, Q4 2024 → Q1 2025: 192,131 shares bought and 58,986 shares sold, net +133,145 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Fund Evaluation Group, LLC | 0.21% | No change | 143,029 | $4.8M |
| Hirtle & Co., LLC | 0.21% | Add +129.8% | 139,000 | $4.7M |
| Leith Wheeler Investment Counsel Ltd. | 0.11% | New | 46,363 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 40,001 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +1.0% | 22,320 | $749K |
| Courier Capital LLC | 0.03% | New | 12,968 | $435K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Add +2.1% | 12,930 | $434K |
| Argent Trust Co | 0.01% | New | 9,998 | $335K |
| Pioneer Wealth Management Group | 0.13% | — | 9,236 | $310K |
| Gradient Investments LLC | 0.01% | No change | 7,718 | $259K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.2% | 7,687 | $258K |
| UMB Bank, n.a. | 0.00% | Add +33.3% | 6,297 | $211K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1001.1% | 1,982 | $66K |
| Comerica Bank | 0.00% | Add +4.9% | 1,213 | $41K |
| Heck Capital Advisors, LLC | 0.00% | No change | 834 | $28K |
| US Bancorp \de | 0.00% | New | 372 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -26.6% | 300 | $10K |
| UBS Group AG | 0.00% | Reduce -90.7% | 279 | $9K |
| North Capital, Inc. | 0.01% | — | 191 | $6K |
"% of holder's portfolio" is CEFA's weight in each manager's 13F, not the share of Global X S&P Cath Val Devel the manager owns.