GLOBAL X S&P CATH VAL DEVEL (CEFA) Institutional Ownership Changes & 13F Activity
GLOBAL X S&P CATH VAL DEVEL (CEFA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Eversource Wealth Advisors, Llc, Choate Investment Advisors, Sound View Wealth Advisors Group, Llc, Brown Brothers Harriman & Co, and Hanson & Doremus Investment Management.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +1,561 | +12.1% | 14,440 | $573.07K | Q2 2026 | Sep 23, 2026 |
| Jane Street Group, Llc | Buy | +5,618 | — | 5,618 | $222.96K | Q2 2026 | Aug 14, 2026 |
| Chevy Chase Trust Holdings, Llc | Sell | -1,586 | -3.4% | 44,984 | $1.79M | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +684 | — | 684 | $27.15K | Q2 2026 | Aug 13, 2026 |
| Brown Brothers Harriman & Co | Buy | +12,547 | +23.0% | 67,158 | $2.67M | Q2 2026 | Aug 12, 2026 |
| Mcf Advisors Llc | Buy | +6,788 | +633.2% | 7,860 | $314.08K | Q2 2026 | Aug 12, 2026 |
| Us Bancorp \De\ | Buy | +25 | +1.7% | 1,524 | $60.48K | Q2 2026 | Aug 12, 2026 |
| Choate Investment Advisors | Buy | +72,492 | +35.7% | 275,628 | $10.94M | Q2 2026 | Aug 11, 2026 |
| Sound View Wealth Advisors Group, Llc | Buy | +13,211 | +198.0% | 19,884 | $789.14K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +5,094 | +59.3% | 13,683 | $543.04K | Q2 2026 | Aug 07, 2026 |
| Signet Private Wealth Llc | Buy | +1,953 | +6.4% | 32,411 | $1.29M | Q2 2026 | Aug 07, 2026 |
| Hbk Sorce Advisory Llc | Buy | +756 | +3.6% | 21,909 | $901.86K | Q2 2026 | Aug 06, 2026 |
| Leith Wheeler Investment Counsel Ltd. | Sell | -279 | -0.5% | 58,021 | $2.30M | Q2 2026 | Aug 05, 2026 |
| Fifth Third Bancorp | Buy | +78 | +5.4% | 1,514 | $60.09K | Q2 2026 | Aug 05, 2026 |
| Cdkv Holdings Llc | Sell | -800 | -20.0% | 3,200 | $127.00K | Q2 2026 | Jul 31, 2026 |
| Hanson & Doremus Investment Management | Buy | +9,119 | +109.7% | 17,433 | $692.00K | Q2 2026 | Jul 29, 2026 |
| Trust Co Of Toledo Na | Sell | -1,700 | -71.3% | 685 | $27.19K | Q2 2026 | Jul 16, 2026 |
| Courier Capital Llc | Sell | -601 | -4.0% | 14,388 | $571.02K | Q2 2026 | Jul 16, 2026 |
| Prospera Financial Services Inc | Buy | +5,295 | — | 5,295 | $210.14K | Q2 2026 | Jul 15, 2026 |
| Pioneer Wealth Management Group | Buy | +270 | +1.2% | 23,302 | $924.81K | Q2 2026 | Jul 07, 2026 |
| Citadel Advisors Llc | Sell | -6,613 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Eversource Wealth Advisors, Llc | Sell | -87,048 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| True Link Financial Advisors, Llc | Sell | -3,961 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 29, 2026 |
Frequently asked questions about CEFA activity
Which institutional owners are buying CEFA?
Institutional owners buying CEFA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CEFA activity?
"Buy" means an investor increased their reported position in CEFA compared to the prior reporting period. This reflects growing exposure to GLOBAL X S&P CATH VAL DEVEL (CEFA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CEFA increasing?
Institutional interest in CEFA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.