Global X S&P Cath Val DevelCEFAETF
13F holders, Q4 2025 (December 31)30holders +6
5new positions
1sold out
$37.07avg. 13F price*
At the end of Q4 2025, 30 institutions reported holding Global X S&P Cath Val Devel (CEFA) in their 13F filings, up 6 from Q3 2025. 5 opened new positions and 1 sold out. The largest holders were Hirtle & Co., LLC ($6.2M), Leith Wheeler Investment Counsel Ltd. ($2.2M) and Brown Brothers Harriman & Co. ($1.7M).
- Company
- Global X S&P Cath Val Devel
- CUSIP
- 37954Y368
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $3.2M |
| Exits | 1 | $7K |
All 13F filers, Q3 2025 → Q4 2025: 147,560 shares bought and 997 shares sold, net +146,563 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Hirtle & Co., LLC | 0.24% | Add +28.7% | 168,200 | $6.2M |
| Leith Wheeler Investment Counsel Ltd. | 0.16% | No change | 58,300 | $2.2M |
| Brown Brothers Harriman & Co. | 0.01% | Add +83.0% | 46,009 | $1.7M |
| GTS Securities LLC | 0.06% | New | 45,696 | $1.7M |
| Curi Capital, LLC | 0.03% | No change | 42,848 | $1.6M |
| Royal Bank of Canada | 0.00% | No change | 22,575 | $834K |
| HBK Sorce Advisory LLC | 0.02% | New | 20,475 | $809K |
| Harpswell Capital Advisors, LLC | 0.59% | No change | 20,000 | $739K |
| Pioneer Wealth Management Group | 0.21% | Reduce -0.6% | 18,511 | $684K |
| Signet Private Wealth LLC | 0.54% | — | 15,173 | $560K |
| Courier Capital LLC | 0.03% | Add +5.6% | 14,149 | $523K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -3.8% | 12,445 | $460K |
| Argent Trust Co | 0.01% | No change | 9,998 | $369K |
| RFG Advisory, LLC | 0.01% | Add +39.6% | 9,134 | $337K |
| Jane Street Group, LLC | 0.00% | New | 8,751 | $323K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -0.3% | 8,142 | $301K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.3% | 8,108 | $299K |
| Hanson & Doremus Investment Management | 0.03% | Add +27.8% | 7,288 | $269K |
| Goldman Sachs Group Inc. | 0.00% | New | 7,000 | $259K |
| Gradient Investments LLC | 0.00% | No change | 6,862 | $253K |
| Dagco, Inc. | 0.06% | No change | 6,465 | $239K |
| UMB Bank, n.a. | 0.00% | No change | 6,297 | $233K |
| Smith, Moore & Co. | 0.02% | No change | 5,778 | $213K |
| CDKV Holdings LLC | 0.12% | — | 4,000 | $148K |
| Osaic Holdings, Inc. | 0.00% | Add +1.1% | 3,671 | $136K |
| MCF Advisors LLC | 0.00% | New | 2,300 | $86K |
| Trust Co. of Toledo NA | 0.01% | No change | 2,246 | $83K |
| US Bancorp \de | 0.00% | No change | 1,499 | $55K |
| Comerica Bank | 0.00% | Reduce -10.6% | 1,301 | $48K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 390 | $14K |
"% 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.