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Who owns CEFA?

Institutional ownership of Global X S&P Catholic Values Developed ex-U.S. ETF from Form 13F, Q2 2026

38 institutional managers reported holding Global X S&P Catholic Values Developed ex-U.S. ETF (CEFA) in Form 13F filings for Q2 2026, with 980,459 shares worth $39.0M. The largest reported holder was Choate Investment Advisors. Managers that filed both quarters added a net 124,498 shares (+14.5%). 3 opened new positions and 2 sold out.

Funds holding
38
Value held
$39.0M
New / sold out
3 / 2
Net shares, same filers
+14.5%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of CEFA

FundValueShare of 13F holdingsSharesMove
Choate Investment Advisors$10.9M28.1%275,628Added
Hirtle & Co., LLC$5.9M15.2%149,300Unchanged
Brown Brothers Harriman & Co$2.7M6.8%67,158Added
Leith Wheeler Investment Counsel Ltd.$2.3M5.9%58,021Trimmed
Curi Capital, LLC$1.9M4.9%48,072Unchanged
Chevy Chase Trust Holdings, LLC$1.8M4.6%44,984Trimmed
Signet Private Wealth LLC$1.3M3.3%32,411Added
Pioneer Wealth Management Group$925K2.4%23,302Added
Royal Bank of Canada$912K2.3%22,970Unchanged
HBK Sorce Advisory LLC$902K2.2%21,909Added
Harpswell Capital Advisors, LLC$794K2.0%20,000Unchanged
Dagco, Inc.$790K2.0%19,900Unchanged
Sound View Wealth Advisors Group, LLC$789K2.0%19,884Added
Hanson & Doremus Investment Management$692K1.8%17,433Added
Envestnet Asset Management Inc$573K1.5%14,440Added
Courier Capital LLC$571K1.5%14,388Trimmed
LPL Financial LLC$543K1.4%13,683Added
Alesco Advisors, LLC, An ESL Co$470K1.2%11,850Unchanged
Integrated Wealth Concepts LLC$461K1.2%11,613Added
Argent Trust Co$397K1.0%9,998Unchanged
RFG Advisory, LLC$363K0.9%9,134Unchanged
EverSource Wealth Advisors, LLC$326K0.8%8,217Trimmed
MCF Advisors LLC$314K0.8%7,860Added
Goldman Sachs Group Inc$278K0.7%7,000Unchanged
Gradient Investments LLC$272K0.7%6,862Unchanged

Share of 13F holdings is each fund's shares as a share of the 980,459 CEFA shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

  1. Choate Investment Advisors Added+$2.9M
  2. Sound View Wealth Advisors Group, LLC Added+$524K
  3. Brown Brothers Harriman & Co Added+$498K
  4. Hanson & Doremus Investment Management Added+$362K
  5. MCF Advisors LLC Added+$271K
  6. Jane Street Group, LLC New+$223K
  7. Prospera Financial Services Inc New+$210K
  8. LPL Financial LLC Added+$202K
  9. Integrated Wealth Concepts LLC Added+$185K
  10. Signet Private Wealth LLC Added+$78K

Biggest sellers in Q2 2026

  1. Citadel Advisors LLC Sold out-$244K
  2. True Link Financial Advisors, LLC Sold out-$146K
  3. Trust Co of Toledo NA Trimmed-$67K
  4. Chevy Chase Trust Holdings, LLC Trimmed-$63K
  5. CDKV Holdings LLC Trimmed-$32K
  6. Courier Capital LLC Trimmed-$24K
  7. Leith Wheeler Investment Counsel Ltd. Trimmed-$11K
  8. EverSource Wealth Advisors, LLC Trimmed-$5K

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $5.6M and sold $592K; 13 added and 6 trimmed.

Questions about CEFA ownership

Who owns CEFA stock?
38 institutional investment managers reported CEFA positions in their Form 13F filings for Q2 2026, holding 980,459 shares worth $39.0M in total. Choate Investment Advisors reported the largest position.
Are funds buying or selling CEFA?
In Q2 2026, 3 managers opened new CEFA positions, 13 added, 6 trimmed and 2 sold out. Managers that filed in both quarters added a net 124,498 shares.
How current is this CEFA institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to CEFA by CUSIP. Options are left out. CEFA news and filings · CEFA insider trades · Top funds