Global X S&P 500 CHR Val ETFCHRIETF
13F holders, Q2 2026 (June 30)5holders +2
2new positions
0sold out
$88.66avg. 13F price*
At the end of Q2 2026, 5 institutions reported holding Global X S&P 500 CHR Val ETF (CHRI) in their 13F filings, up 2 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were Focus Partners Wealth ($324K), TrustWell Financial Advisors, LLC ($273K) and Osaic Holdings, Inc. ($87K).
- Company
- Global X S&P 500 CHR Val ETF
- CUSIP
- 37960A248
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $347K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 4,023 shares bought, net +4,023 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Focus Partners Wealth | 0.00% | No change | 3,655 | $324K |
| TrustWell Financial Advisors, LLC | 0.23% | New | 3,073 | $273K |
| Osaic Holdings, Inc. | 0.00% | Add +12.9% | 980 | $87K |
| Farther Finance Advisors, LLC | 0.00% | New | 838 | $74K |
| Royal Bank of Canada | 0.00% | No change | 510 | $45K |
"% of holder's portfolio" is CHRI's weight in each manager's 13F, not the share of Global X S&P 500 CHR Val ETF the manager owns.