Global X S&P 500 CHR Val ETFCHRIETF

13F holders, Q1 2026 (March 31)
3holders +2
2new positions
0sold out
$77.27avg. 13F price*

At the end of Q1 2026, 3 institutions reported holding Global X S&P 500 CHR Val ETF (CHRI) in their 13F filings, up 2 from Q4 2025. 2 opened new positions and 0 sold out. The largest holders were Focus Partners Wealth ($283K), Osaic Holdings, Inc. ($67K) and Royal Bank of Canada ($39K).

Company
Global X S&P 500 CHR Val ETF
CUSIP
37960A248
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q4 2025: 1Q4 2025Q1 2026: 3Q1 2026Q2 2026: 5Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions2$106K
Exits0$0

All 13F filers, Q4 2025 → Q1 2026: 1,378 shares bought, net +1,378 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Focus Partners Wealth 0.00% No change 3,655 $283K
Osaic Holdings, Inc. 0.00% New 868 $67K
Royal Bank of Canada 0.00% New 510 $39K

"% 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.