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 192 institutions that hold shares in the stock, with a total of 6.78 Million shares, which have been reported (via 13F filing form) to have a value of $489 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
55,582
shares
|
$4 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
55,287
shares
|
$3.98 Million
0.02% of portfolio
|
Q1 2025
Added 17.57%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
53,720
shares
|
$3.87 Million
0.01% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
May 12, 2025 Q1 2025 |
53,317
shares
|
$3.84 Million
0.01% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
51,871
shares
|
$3.74 Million
0.01% of portfolio
|
Q1 2025
Reduced 55.71%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
50,405
shares
|
$3.63 Million
0.66% of portfolio
|
Q1 2023
Added 0.37%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
48,655
shares
|
$3.51 Million
0.3% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
42,660
shares
|
$3.07 Million
0.0% of portfolio
|
Q1 2025
Added 19.17%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
40,530
shares
|
$2.92 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
40,087
shares
|
$2.89 Million
0.5% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
38,865
shares
|
$2.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
36,086
shares
|
$2.6 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
35,974
shares
|
$2.59 Million
0.44% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
35,173
shares
|
$2.53 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
34,887
shares
|
$2.51 Million
0.49% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
33,836
shares
|
$2.44 Million
0.02% of portfolio
|
Q1 2025
Added 277.51%
|
|
|
Amarillo National Bank
|
Apr 22, 2025 Q1 2025 |
33,419
shares
|
$2.41 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
|
$2.4 Million
0.17% of portfolio
|
Q3 2021
Reduced 4.38%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
32,689
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
32,456
shares
|
$2.34 Million
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
31,881
shares
|
$2.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
29,938
shares
|
$2.16 Million
0.0% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
28,359
shares
|
$2.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
26,873
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
25,130
shares
|
$1.81 Million
1.79% of portfolio
|
Q1 2025
Added 45.03%
|