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 206 institutions that hold shares in the stock, with a total of 6.58 Million shares, which have been reported (via 13F filing form) to have a value of $535 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
28,193
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.43%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
26,017
shares
|
$2.11 Million
0.17% of portfolio
|
Q2 2025
Reduced 27.9%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
25,165
shares
|
$2.04 Million
1.85% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
24,958
shares
|
$2.03 Million
0.3% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
23,825
shares
|
$1.94 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
23,030
shares
|
$1.87 Million
0.08% of portfolio
|
Q2 2024
Added 18.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,197
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
20,684
shares
|
$1.68 Million
0.03% of portfolio
|
Q2 2025
Added 491.48%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
20,164
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2025
Added 31.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
20,140
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
19,495
shares
|
$1.58 Million
0.03% of portfolio
|
Q2 2023
Reduced 11.79%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
19,055
shares
|
$1.55 Million
0.03% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
18,656
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
17,855
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
17,743
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
17,637
shares
|
$1.43 Million
0.14% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
17,620
shares
|
$1.43 Million
0.09% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
17,604
shares
|
$1.43 Million
0.05% of portfolio
|
Q1 2025
Added 319.44%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
16,022
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
15,984
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
15,338
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
13,351
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
12,475
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
12,257
shares
|
$995,881
0.06% of portfolio
|
Q2 2024
Added 12.22%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
11,840
shares
|
$962,000
0.05% of portfolio
|
Q1 2025
Reduced 4.52%
|