Institutional Ownership Global X Fds Global X S&P 500 (CATH)
This table provides information about the institutional ownership of Global X Fds Global X S&P 500 (CATH). We have compiled data on the 179 institutions that hold shares in the stock, with a total of 6.23 Million shares, which have been reported (via 13F filing form) to have a value of $451 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
58,549
shares
|
$4.24 Million
0.0% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
58,170
shares
|
$4.21 Million
0.01% of portfolio
|
Q3 2024
Added 21.72%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Nov 13, 2024 Q3 2024 |
54,750
shares
|
$3.96 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
50,405
shares
|
$3.65 Million
0.66% of portfolio
|
Q1 2023
Added 0.37%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
49,509
shares
|
$3.58 Million
0.26% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
44,875
shares
|
$3.25 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
43,477
shares
|
$3.15 Million
0.52% of portfolio
|
Q2 2024
Reduced 8.26%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
41,030
shares
|
$2.97 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
38,750
shares
|
$2.81 Million
0.01% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
38,298
shares
|
$2.77 Million
0.23% of portfolio
|
Q3 2024
Reduced 15.07%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
38,000
shares
|
$2.75 Million
0.65% of portfolio
|
Q3 2024
Reduced 50.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
37,704
shares
|
$2.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.17%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Oct 04, 2024 Q3 2024 |
37,279
shares
|
$2.7 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
37,058
shares
|
$2.68 Million
0.0% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
36,483
shares
|
$2.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
35,986
shares
|
$2.61 Million
0.47% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
33,419
shares
|
$2.42 Million
0.44% of portfolio
|
Q4 2022
Reduced 7.17%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
33,261
shares
|
$2.41 Million
0.17% of portfolio
|
Q3 2021
Reduced 4.38%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
31,034
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
29,676
shares
|
$2.15 Million
0.02% of portfolio
|
Q3 2024
Added 16.03%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
28,357
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
27,808
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2024
Added 15.75%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
27,758
shares
|
$2.01 Million
0.02% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
23,924
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Added 14.75%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
23,030
shares
|
$1.67 Million
0.07% of portfolio
|
Q2 2024
Added 18.1%
|