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 |
|---|---|---|---|---|---|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
3,860
shares
|
$279,425
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
3,854
shares
|
$278,991
0.0% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
3,843
shares
|
$278,194
0.0% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
3,774
shares
|
$273,199
0.15% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
3,750
shares
|
$271,462
0.01% of portfolio
|
Q1 2024
Reduced 5.66%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
3,750
shares
|
$271,462
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
3,701
shares
|
$267,915
0.01% of portfolio
|
Q3 2024
Added 13.53%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
3,689
shares
|
$267,046
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
3,647
shares
|
$264,006
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
3,537
shares
|
$256,043
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
3,515
shares
|
$254,450
0.12% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
3,500
shares
|
$253,365
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
3,298
shares
|
$238,742
0.13% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
3,132
shares
|
$226,725
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
3,110
shares
|
$225,132
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
3,098
shares
|
$224,264
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
3,084
shares
|
$223,250
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Shaker Investments LLC
|
Oct 10, 2024 Q3 2024 |
3,072
shares
|
$222,382
0.09% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
3,072
shares
|
$222,382
0.04% of portfolio
|
Q3 2024
Added 122.45%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,042
shares
|
$220,210
0.0% of portfolio
|
Q3 2024
Reduced 32.64%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
3,033
shares
|
$219,558
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Planning Corporation
|
Oct 21, 2024 Q3 2024 |
3,000
shares
|
$217,170
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,946
shares
|
$213,260
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,900
shares
|
$209,931
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
2,900
shares
|
$209,931
0.02% of portfolio
|
Q3 2024
Reduced 11.99%
|