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 |
|---|---|---|---|---|---|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
5,219
shares
|
$424,043
0.06% of portfolio
|
Q2 2025
Reduced 13.12%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
5,079
shares
|
$412,668
0.13% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
5,038
shares
|
$409,337
0.03% of portfolio
|
Q2 2025
Added 20.99%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
5,035
shares
|
$409,093
0.0% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
5,000
shares
|
$406,250
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,000
shares
|
$406,250
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
4,796
shares
|
$389,675
0.02% of portfolio
|
Q1 2025
Reduced 18.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,788
shares
|
$389,025
0.01% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
4,749
shares
|
$385,856
0.0% of portfolio
|
Q2 2025
Reduced 23.42%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
4,706
shares
|
$382,362
0.04% of portfolio
|
Q2 2025
Added 15.31%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
4,515
shares
|
$366,843
0.01% of portfolio
|
Q4 2024
Reduced 16.76%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
4,216
shares
|
$342,550
0.0% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2025 Q3 2025 |
4,196
shares
|
$340,925
0.06% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
4,155
shares
|
$337,593
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
4,142
shares
|
$336,537
0.0% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
4,108
shares
|
$333,775
0.01% of portfolio
|
Q2 2025
Reduced 40.86%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
4,062
shares
|
$330,037
0.03% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,892
shares
|
$316,225
0.02% of portfolio
|
Q2 2025
Added 29.35%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
3,864
shares
|
$313,950
0.0% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
3,861
shares
|
$313,706
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
3,860
shares
|
$313,625
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
3,661
shares
|
$297,456
0.09% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
3,647
shares
|
$296,318
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
3,500
shares
|
$284,375
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
3,479
shares
|
$282,668
0.29% of portfolio
|
Q1 2025
Reduced 6.45%
|