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 |
|---|---|---|---|---|---|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
7,409
shares
|
$601,981
0.08% of portfolio
|
Q3 2025
Added 49.19%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Jul 21, 2025 Q2 2025 |
7,105
shares
|
$577,281
0.45% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
7,041
shares
|
$572,081
0.0% of portfolio
|
Q2 2025
Added 29.76%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
6,848
shares
|
$556,400
0.24% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
6,772
shares
|
$550,225
0.12% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
6,765
shares
|
$549,656
0.09% of portfolio
|
Q1 2024
Added 9.29%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
6,668
shares
|
$541,775
0.09% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
6,650
shares
|
$540,312
0.03% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
6,286
shares
|
$510,737
0.02% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
6,150
shares
|
$499,687
0.07% of portfolio
|
Q2 2025
Reduced 30.51%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
6,148
shares
|
$499,525
0.08% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
6,109
shares
|
$496,356
0.03% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
6,101
shares
|
$495,706
0.15% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
5,829
shares
|
$473,606
0.21% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
5,816
shares
|
$472,550
0.17% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Win Advisors, Inc
|
Aug 14, 2025 Q2 2025 |
5,805
shares
|
$471,656
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Oct 17, 2025 Q3 2025 |
5,779
shares
|
$469,543
0.11% of portfolio
|
Q3 2025
Reduced 9.93%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
5,654
shares
|
$459,387
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
5,619
shares
|
$456,543
0.04% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,559
shares
|
$451,668
0.01% of portfolio
|
Q2 2025
Added 13.73%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
5,500
shares
|
$446,875
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
5,499
shares
|
$446,793
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
5,470
shares
|
$444,437
0.01% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
5,467
shares
|
$444,193
0.2% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
5,261
shares
|
$427,456
0.0% of portfolio
|
Q2 2025
Added 6.05%
|