Public ownership evidence

Global X S&P Catholic Values Developed ex-U.S. ETF (CEFA) Ownership Disclosures

Read CEFA insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Global X S&P Catholic Values Developed ex-U.S. ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
MANNING & NAPIER ADVISORS LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
3,489
Value (USD)
$138,095
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001999371-26-017897
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CEFA fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CEFA fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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MANNING & NAPIER ADVISORS LLC2026-06-302026-08-153,489$138,095None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,671$145,692None
OSAIC HOLDINGS, INC.2026-06-302026-08-15368$14,605None
JANE STREET GROUP, LLC2026-06-302026-08-155,618$222,964None
Chevy Chase Trust Holdings, LLC2026-06-302026-08-1544,984$1,785,415None
Curi Capital, LLC2026-06-302026-08-1548,072$1,927,987None
ROYAL BANK OF CANADA2026-06-302026-08-1522,970$912,000None
Hirtle & Co., LLC2026-06-302026-08-15149,300$5,925,329None
GOLDMAN SACHS GROUP INC2026-06-302026-08-157,000$277,812None
UBS Group AG2026-06-302026-08-14684$27,146None
UMB Bank, n.a.2026-06-302026-08-146,296$249,872None
Integrated Wealth Concepts LLC2026-06-302026-08-1311,613$460,892None
MCF Advisors LLC2026-06-302026-08-137,860$314,078None
Aptus Capital Advisors, LLC2026-06-302026-08-13390$15,478None
BROWN BROTHERS HARRIMAN & CO2026-06-302026-08-1367,158$2,665,326None
SMITH, MOORE & CO.2026-06-302026-08-135,778$229,314None
US BANCORP \DE\2026-06-302026-08-131,524$60,484None
Sound View Wealth Advisors Group, LLC2026-06-302026-08-1219,884$789,144None
Choate Investment Advisors2026-06-302026-08-12275,628$10,938,959None
Signet Private Wealth LLC2026-06-302026-08-0832,411$1,286,308None
LPL Financial LLC2026-06-302026-08-0813,683$543,043None
Argent Trust Co2026-06-302026-08-079,998$396,794None
HBK Sorce Advisory LLC2026-06-302026-08-0721,909$901,864None
Harpswell Capital Advisors, LLC2026-06-302026-08-0620,000$793,748None
Leith Wheeler Investment Counsel Ltd.2026-06-302026-08-0658,021$2,302,700None
FIFTH THIRD BANCORP2026-06-302026-08-061,514$60,087None
Alesco Advisors, LLC, An ESL Co2026-06-302026-08-0611,850$470,296None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0414,440$573,071None
CDKV HOLDINGS LLC2026-06-302026-08-013,200$127,000None
Hanson & Doremus Investment Management2026-06-302026-07-3017,433$692,000None
eCIO, Inc.2026-06-302026-07-285,930$235,346None
EverSource Wealth Advisors, LLC2026-06-302026-07-258,217$326,111None
COURIER CAPITAL LLC2026-06-302026-07-1714,388$571,022None
TRUST CO OF TOLEDO NA /OH/2026-06-302026-07-17685$27,186None
RFG Advisory, LLC2026-06-302026-07-169,134$362,505None
Prospera Financial Services Inc2026-06-302026-07-165,295$210,144None

90-day public filing window, up to 50 source positions.

MANNING & NAPIER ADVISORS LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗Chevy Chase Trust Holdings, LLC ↗Curi Capital, LLC ↗ROYAL BANK OF CANADA ↗Hirtle & Co., LLC ↗GOLDMAN SACHS GROUP INC ↗UBS Group AG ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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