CEFA Institutional Ownership & Shareholders
GLOBAL X S&P CATH VAL DEVEL (CEFA) is currently held by 37 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $37.50M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Choate Investment Advisors is currently the largest disclosed institutional shareholder of CEFA tracked by InsiderSet, reporting ownership valued at approximately $10.94M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $10.93M, representing an estimated loss of -0.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed CEFA value among the investors covered in this analysis. Major shareholders include Choate Investment Advisors, Hirtle & Co., Llc, Brown Brothers Harriman & Co, and several other long-term asset managers with concentrated positions in GLOBAL X S&P CATH VAL DEVEL (CEFA).
This page ranks the largest institutional CEFA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
37
Total Reported Value
$37.50M
Largest Holder
Choate Investment Advisors
Largest Position
$10.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Choate Investment Advisors | 0.19% | 275,628 | $10,938,959 | $10,927,630 | -$11,329 | -0.10% | |
| Hirtle & Co., Llc | 0.19% | 149,300 | $5,925,329 | $5,919,193 | -$6,136 | -0.10% | |
| Brown Brothers Harriman & Co | 0.01% | 67,158 | $2,665,326 | $2,662,566 | -$2,760 | -0.10% | |
| Leith Wheeler Investment Counsel Ltd. | 0.17% | 58,021 | $2,302,700 | $2,300,318 | -$2,382 | -0.10% | |
| Curi Capital, Llc | 0.03% | 48,072 | $1,927,987 | $1,905,877 | -$22,110 | -1.15% | |
| Chevy Chase Trust Holdings, Llc | 0.00% | 44,984 | $1,785,415 | $1,783,449 | -$1,966 | -0.11% | |
| Signet Private Wealth Llc | 1.03% | 32,411 | $1,286,308 | $1,284,976 | -$1,332 | -0.10% | |
| Pioneer Wealth Management Group | 0.24% | 24,934 | $1,002,666 | $988,541 | -$14,125 | -1.41% | |
| Royal Bank Of Canada | 0.00% | 22,970 | $912,000 | $910,676 | -$1,324 | -0.15% | |
| Hbk Sorce Advisory Llc | 0.02% | 21,909 | $901,864 | $868,611 | -$33,253 | -3.69% | |
| Dagco, Inc. | 0.14% | 19,900 | $800,249 | $788,961 | -$11,288 | -1.41% | |
| Sound View Wealth Advisors Group, Llc | 0.05% | 19,884 | $789,144 | $788,327 | -$817 | -0.10% | |
| Envestnet Asset Management Inc | 0.00% | 14,440 | $573,071 | $572,493 | -$578 | -0.10% | |
| Lpl Financial Llc | 0.00% | 13,683 | $543,043 | $542,480 | -$563 | -0.10% | |
| Courier Capital Llc | 0.03% | 13,503 | $543,003 | $535,344 | -$7,659 | -1.41% | |
| Mcf Advisors Llc | 0.02% | 11,781 | $473,758 | $467,073 | -$6,685 | -1.41% | |
| Alesco Advisors, Llc, An Esl Co | 0.01% | 11,850 | $470,296 | $469,809 | -$487 | -0.10% | |
| Argent Trust Co | 0.01% | 9,998 | $396,794 | $396,384 | -$410 | -0.10% | |
| Fiduciary Advisors, Inc. | 0.26% | 9,782 | $393,369 | $387,820 | -$5,549 | -1.41% | |
| Rfg Advisory, Llc | 0.01% | 9,134 | $362,505 | $362,129 | -$376 | -0.10% | |
| Goldman Sachs Group Inc | 0.00% | 7,000 | $277,812 | $277,524 | -$288 | -0.10% | |
| Gradient Investments Llc | 0.00% | 6,862 | $275,945 | $272,053 | -$3,892 | -1.41% | |
| Integrated Wealth Concepts Llc | 0.00% | 6,941 | $275,472 | $275,185 | -$287 | -0.10% | |
| Umb Bank, N.A. | 0.00% | 6,296 | $249,872 | $249,613 | -$259 | -0.10% | |
| Ecio, Inc. | 0.07% | 5,930 | $235,346 | $235,103 | -$243 | -0.10% | |
| Smith, Moore & Co. | 0.01% | 5,778 | $229,314 | $229,076 | -$238 | -0.10% | |
| Jane Street Group, Llc | 0.00% | 5,618 | $222,964 | $222,733 | -$231 | -0.10% | |
| Prospera Financial Services Inc | 0.00% | 5,295 | $210,144 | $209,927 | -$217 | -0.10% | |
| Osaic Holdings, Inc. | 0.00% | 4,039 | $160,297 | $160,131 | -$166 | -0.10% | |
| Manning & Napier Advisors Llc | 0.00% | 3,489 | $138,095 | $138,326 | +$231 | +0.17% | |
| Us Bancorp \De\ | 0.00% | 1,524 | $60,484 | $60,421 | -$63 | -0.10% | |
| Fifth Third Bancorp | 0.00% | 1,514 | $60,087 | $60,024 | -$63 | -0.10% | |
| Cdkv Holdings Llc | 0.03% | 1,000 | $40,214 | $39,646 | -$568 | -1.41% | |
| Trust Co Of Toledo Na | 0.00% | 685 | $27,546 | $27,158 | -$388 | -1.41% | |
| Ubs Group Ag | 0.00% | 684 | $27,146 | $27,118 | -$28 | -0.10% | |
| Aptus Capital Advisors, Llc | 0.00% | 390 | $15,478 | $15,462 | -$16 | -0.10% | |
| Hanson & Doremus Investment Management | 0.07% | 17,107 | $688 | $678,229 | +$677,541 | +98479.83% |
Frequently asked questions about CEFA
Who are the largest institutional holders of CEFA?
The largest institutional holders of CEFA reported in the latest SEC Form 13F filings include Choate Investment Advisors, Hirtle & Co., Llc, Brown Brothers Harriman & Co, Leith Wheeler Investment Counsel Ltd., and Curi Capital, Llc. InsiderSet ranks institutional holders by their latest reported CEFA position.
What is CEFA institutional ownership?
This page tracks CEFA positions reported by institutional investment managers through SEC Form 13F. GLOBAL X S&P CATH VAL DEVEL (CEFA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CEFA?
InsiderSet currently tracks 37 institutional managers reporting CEFA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CEFA shareholders.
How much CEFA stock do institutions own?
Institutional investment managers disclosed approximately $37.50M in CEFA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CEFA institutional ownership last updated?
The latest CEFA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CEFA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CEFA position after the reporting date.
Are institutions buying or selling CEFA?
Institutional buying and selling can be analyzed by comparing CEFA positions across consecutive 13F reporting periods. InsiderSet's CEFA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CEFA ownership changes.
How has CEFA institutional ownership changed over time?
InsiderSet tracks CEFA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.