Global X S&P Cath Val Devel ETF (CEFA): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of CEFA (all 13F filers)
- Choate Investment Advisors276 KType not verified+72 K
- Hirtle149 KType not verified0
- Brown Brothers Harriman67 KType not verified+13 K
- Leith Wheeler Investment Counsel58 KType not verified−279
- Curi Capital48 KType not verified0
- Chevy Chase Trust Holdings45 KType not verified−1,586
- Signet Private Wealth32 KWealth adviser+1,953
- Pioneer Wealth Management Group23 KWealth adviser+270
- Royal Bank of Canada23 KBank or trading desk0
- HBK Sorce Advisory22 KType not verified+756
- Shares
- 276 K
- Change
- +72 K
See more
- Type
- Type not verified
- Value
- $10.9M
- Shares
- 149 K
- Change
- 0
See more
- Type
- Type not verified
- Value
- $5.9M
- Shares
- 67 K
- Change
- +13 K
See more
- Type
- Type not verified
- Value
- $2.7M
- Shares
- 58 K
- Change
- −279
See more
- Type
- Type not verified
- Value
- $2.3M
- Shares
- 48 K
- Change
- 0
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- Type
- Type not verified
- Value
- $1.9M
- Shares
- 45 K
- Change
- −1,586
See more
- Type
- Type not verified
- Value
- $1.8M
- Signet Private Wealth
- Shares
- 32 K
- Change
- +1,953
See more
- Type
- Wealth adviser
- Value
- $1.3M
- Pioneer Wealth Management Group
- Shares
- 23 K
- Change
- +270
See more
- Type
- Wealth adviser
- Value
- $925K
- Shares
- 23 K
- Change
- 0
See more
- Type
- Bank or trading desk
- Value
- $912K
- Shares
- 22 K
- Change
- +756
See more
- Type
- Type not verified
- Value
- $902K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗