Who owns CEFA?
Global X S&P Catholic Values Developed ex-U.S. ETF · Global X
38 institutions reported holding CEFA, worth $39.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CEFA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Choate Investment Advisors | Boston, MA | $10.9M | 275,628 | +72,492 shares |
| Hirtle & Co., LLC | West Conshohocken, PA | $5.9M | 149,300 | No change |
| Brown Brothers Harriman & Co | New York, NY | $2.7M | 67,158 | +12,547 shares |
| Leith Wheeler Investment Counsel Ltd. | Vancouver, British Columbia, Canada | $2.3M | 58,021 | −279 shares |
| Curi Capital, LLC | Chicago, IL | $1.9M | 48,072 | No change |
| Chevy Chase Trust Holdings, LLC | Bethesda, MD | $1.8M | 44,984 | −1,586 shares |
| Signet Private Wealth LLC | Chicago, IL | $1.3M | 32,411 | +1,953 shares |
| Pioneer Wealth Management Group | Austin, TX | $925K | 23,302 | +270 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $912K | 22,970 | No change |
| HBK Sorce Advisory LLC | Erie, PA | $902K | 21,909 | +756 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CEFA?
38 institutional managers reported holding CEFA in Form 13F filings for June 30, 2026, worth $39.0M in total. The largest reported position was held by Choate Investment Advisors, at $10.9M.
Did institutions buy or sell CEFA last quarter?
Reported 13F value rose 23.2% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CEFA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.