Global X Funds - CHRI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gradient Investments LLC | History | New | 5,661 | 514 | 0.01% | — | 1 | +5,661 | New | Q3 2026 | Oct 08, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 4,086 | 371 | 0.32% | 0.23% | 2 | +1,013 | 32.96% | Q3 2026 | Oct 15, 2026 |
| Focus Partners Wealth | History | No change | 3,655 | 324 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Howard Capital Management, LLC | History | New | 2,205 | 200 | 0.0% | — | 4 | +2,205 | New | Q3 2026 | Oct 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,035 | 94 | 0.0% | 0.0% | 5 | +197 | 23.51% | Q3 2026 | Oct 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 980 | 86 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 510 | 45 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |