Global X S&P Cath Val DevelCEFAETF
13F holders, Q1 2026 (March 31)37holders +7
10new positions
2sold out
1famous investor
$36.95avg. 13F price*
At the end of Q1 2026, 37 institutions reported holding Global X S&P Cath Val Devel (CEFA) in their 13F filings, up 7 from Q4 2025. 10 opened new positions and 2 sold out. The largest holders were Choate Investment Advisors ($7.5M), Hirtle & Co., LLC ($5.5M) and Leith Wheeler Investment Counsel Ltd. ($2.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $10.8M |
| Exits | 2 | $2.0M |
All 13F filers, Q4 2025 → Q1 2026: 348,822 shares bought and 75,171 shares sold, net +273,651 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| Choate Investment Advisors | 0.15% | New | 203,136 | $7.5M |
| Hirtle & Co., LLC | 0.21% | Reduce -11.2% | 149,300 | $5.5M |
| Leith Wheeler Investment Counsel Ltd. | 0.18% | No change | 58,300 | $2.2M |
| Brown Brothers Harriman & Co. | 0.01% | Add +18.7% | 54,611 | $2.0M |
| Curi Capital, LLC | 0.03% | Add +12.2% | 48,072 | $1.8M |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 46,570 | $1.7M |
| Signet Private Wealth LLC | 1.07% | Add +100.7% | 30,458 | $1.1M |
| Pioneer Wealth Management Group | 0.24% | Add +24.4% | 23,032 | $850K |
| Royal Bank of Canada | 0.00% | Add +1.8% | 22,970 | $847K |
| HBK Sorce Advisory LLC | 0.02% | Add +3.3% | 21,153 | $838K |
| Harpswell Capital Advisors, LLC | 0.55% | No change | 20,000 | $738K |
| Dagco, Inc. | 0.16% | Add +207.8% | 19,900 | $734K |
| Courier Capital LLC | 0.03% | Add +5.9% | 14,989 | $553K |
| Envestnet Asset Management Inc. | 0.00% | Add +58.8% | 12,879 | $475K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -4.8% | 11,850 | $437K |
| Argent Trust Co | 0.01% | No change | 9,998 | $369K |
| RFG Advisory, LLC | 0.01% | No change | 9,134 | $337K |
| LPL Financial LLC | 0.00% | New | 8,589 | $317K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +2.5% | 8,342 | $308K |
| Hanson & Doremus Investment Management | 0.04% | Add +14.1% | 8,314 | $307K |
| Goldman Sachs Group Inc. | 0.00% | No change | 7,000 | $258K |
| Integrated Wealth Concepts LLC | 0.00% | New | 6,941 | $256K |
| Gradient Investments LLC | 0.00% | No change | 6,862 | $253K |
| Sound View Wealth Advisors Group, LLC | 0.02% | New | 6,673 | $246K |
| Citadel Advisors | 0.00% | New | 6,613 | $244K |
| UMB Bank, n.a. | 0.00% | Reduce -0.0% | 6,296 | $232K |
| eCIO, Inc. | 0.10% | New | 5,930 | $219K |
| Smith, Moore & Co. | 0.02% | No change | 5,778 | $213K |
| Osaic Holdings, Inc. | 0.00% | Add +10.0% | 4,039 | $149K |
| CDKV Holdings LLC | 0.13% | No change | 4,000 | $148K |
| True Link Financial Advisors, LLC | 0.01% | New | 3,961 | $146K |
| Manning & Napier Advisors LLC | 0.00% | New | 3,489 | $125K |
| Trust Co. of Toledo NA | 0.01% | Add +6.2% | 2,385 | $88K |
| US Bancorp \de | 0.00% | No change | 1,499 | $55K |
| Fifth Third Bancorp | 0.00% | New | 1,436 | $53K |
| MCF Advisors LLC | 0.00% | Reduce -53.4% | 1,072 | $40K |
| 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.