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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,433
shares
|
$278,931
0.01% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
3,426
shares
|
$278,362
0.04% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2025 Q3 2025 |
3,363
shares
|
$273,243
0.02% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
3,355
shares
|
$272,593
0.01% of portfolio
|
Q2 2025
Reduced 12.52%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 15, 2025 Q3 2025 |
3,303
shares
|
$268,368
0.17% of portfolio
|
Q3 2025
Reduced 68.54%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
3,251
shares
|
$264,143
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Shaker Investments LLC
|
Oct 17, 2025 Q3 2025 |
3,101
shares
|
$251,956
0.1% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
3,096
shares
|
$251,550
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
3,077
shares
|
$250,006
0.0% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
3,033
shares
|
$246,431
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
3,000
shares
|
$243,750
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,900
shares
|
$235,625
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
2,884
shares
|
$234,325
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
2,874
shares
|
$233,512
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,872
shares
|
$233,350
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,854
shares
|
$231,887
0.01% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
2,805
shares
|
$227,906
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,786
shares
|
$226,362
0.0% of portfolio
|
Q1 2024
Reduced 35.3%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
2,736
shares
|
$222,300
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,611
shares
|
$212,143
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
2,550
shares
|
$207,187
0.01% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
2,496
shares
|
$202,800
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
1,977
shares
|
$160,631
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,952
shares
|
$158,600
0.0% of portfolio
|
Q2 2025
Added 27.75%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
1,854
shares
|
$150,637
0.0% of portfolio
|
Q1 2025
Added 35.54%
|