CHRI GLOBAL X FDS
FollowS&P 500 VALU ETF (fund)
5 managers (5 13F filers) reported a position in CHRI shares at 2026-06-30, 9,056 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 5
- 13F filers
- 5
- New
- 2
- Added
- 1
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 9,056
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, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Focus Partners Wealthin group Focus Partners Wealth | 3,655 | $324K | <0.01% | 0 | 13F-HRTimelineGroup |
| TrustWell Financial Advisors, LLC | 3,073 | $273K | 0.23% | new | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 980 | $86.9K | <0.01% | +112 | 13F-HRTimelineGroup |
| Farther Finance Advisors, LLC | 838 | $74.3K | <0.01% | new | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 510 | $45K | <0.01% | 0 | 13F-HRTimelineGroup |