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Disclosery

CEFA GLOBAL X FDS

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CMN (fund)

37 managers (37 13F filers) reported a position in CEFA shares at 2026-03-31, 855,961 shares in all. 10 filers opened a position and 2 filers sold out during the quarter.

Managers
37
13F filers
37
New
10
Added
13
Reduced
4
Sold out
2
Shares held by filers
855,961

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Choate Investment Advisors203,136$7.49M0.15%new13F-HRTimeline
Hirtle & Co., LLC149,300$5.51M0.19%-18,90013F-HRTimeline
Leith Wheeler Investment Counsel Ltd.58,300$2.15M0.18%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO54,611$2.01M0.01%+8,60213F-HRTimelineGroup
Curi Capital, LLC48,072$1.77M0.03%+5,22413F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…46,570$1.72M<0.01%new13F-HRTimelineGroup
Signet Private Wealth LLC30,458$1.12M1.07%+15,28513F-HRTimeline
Pioneer Wealth Management Group23,032$850K0.24%+4,52113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,970$847K<0.01%+39513F-HRTimelineGroup
HBK Sorce Advisory LLC21,153$838K0.02%+67813F-HRTimeline
Harpswell Capital Advisors, LLC20,000$738K0.55%013F-HRTimeline
DAGCO, INC.19,900$734K0.16%+13,43513F-HRTimeline
COURIER CAPITAL LLC14,989$553K0.03%+84013F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,879$475K<0.01%+4,77113F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co11,850$437K0.01%-59513F-HRTimeline
Argent Trust Co9,998$369K0.01%013F-HRTimeline
RFG Advisory, LLC9,134$337K0.01%013F-HRTimeline
LPL Financial LLC8,589$317K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,342$308K0.01%+20013F-HR/ATimelineGroup
Hanson & Doremus Investment Management8,314$307K0.04%+1,02613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,000$258K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC6,941$256K<0.01%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC6,862$253K<0.01%013F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC6,673$246K0.02%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,613$244K<0.01%new13F-HRTimelineGroup
UMB Bank, n.a.6,296$232K<0.01%-113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
eCIO, Inc.5,930$219K0.1%new13F-HRTimeline
SMITH, MOORE & CO.5,778$213K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,039$149K<0.01%+36813F-HRTimelineGroup
CDKV HOLDINGS LLC4,000$148K0.13%013F-HRTimeline
True Link Financial Advisors, LLC3,961$146K0.01%new13F-HR/ATimeline
MANNING & NAPIER ADVISORS LLC3,489$125K<0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/2,385$88K0.01%+13913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,499$55.3K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,436$53K<0.01%new13F-HRTimelineGroup
MCF Advisors LLC1,072$39.5K<0.01%-1,22813F-HRTimeline
Aptus Capital Advisors, LLC390$14.4K<0.01%013F-HRTimeline