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 191 institutions that hold shares in the stock, with a total of 6.86 Million shares, which have been reported (via 13F filing form) to have a value of $460 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
6,360
shares
|
$425,992
0.09% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Widmann Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
6,265
shares
|
$419,629
0.34% of portfolio
|
Q4 2023
Added 5.03%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
6,211
shares
|
$416,012
0.08% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
6,173
shares
|
$413,467
0.19% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
6,059
shares
|
$405,831
0.01% of portfolio
|
Q4 2024
Reduced 72.22%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
6,042
shares
|
$404,693
0.0% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,000
shares
|
$401,880
0.03% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
5,909
shares
|
$395,784
0.03% of portfolio
|
Q3 2024
Added 62.74%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
5,862
shares
|
$392,636
0.01% of portfolio
|
Q4 2024
Reduced 7.47%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
5,819
shares
|
$389,756
0.01% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
5,708
shares
|
$382,321
0.07% of portfolio
|
Q1 2022
Added 4.45%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
5,587
shares
|
$374,217
0.04% of portfolio
|
Q4 2024
Reduced 13.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
5,547
shares
|
$371,538
0.0% of portfolio
|
Q4 2024
Reduced 15.31%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
5,500
shares
|
$368,390
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
5,499
shares
|
$368,323
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
5,465
shares
|
$366,045
0.01% of portfolio
|
Q4 2024
Added 38.71%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
5,376
shares
|
$360,084
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
5,257
shares
|
$352,113
0.0% of portfolio
|
Q4 2024
Added 128.07%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
5,058
shares
|
$338,784
0.21% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,000
shares
|
$334,900
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
5,000
shares
|
$334,900
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,916
shares
|
$329,273
0.01% of portfolio
|
Q2 2024
Reduced 19.41%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
4,855
shares
|
$325,187
0.0% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
4,843
shares
|
$324,384
0.05% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
4,764
shares
|
$319,092
0.0% of portfolio
|
Q4 2024
Added 7.71%
|