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 |
|---|---|---|---|---|---|
|
Shaker Investments LLC
|
Jan 29, 2025 Q4 2024 |
3,072
shares
|
$205,762
0.09% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
3,071
shares
|
$205,695
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,062
shares
|
$205,092
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
3,033
shares
|
$203,150
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
3,025
shares
|
$202,614
0.04% of portfolio
|
Q4 2024
Reduced 8.28%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
3,000
shares
|
$200,940
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
2,946
shares
|
$197,323
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,900
shares
|
$194,242
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,893
shares
|
$193,773
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
2,806
shares
|
$187,945
0.0% of portfolio
|
Q4 2024
Added 66.83%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,786
shares
|
$186,606
0.0% of portfolio
|
Q1 2024
Reduced 35.3%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
2,571
shares
|
$172,205
0.03% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
2,525
shares
|
$169,124
0.01% of portfolio
|
Q4 2023
Reduced 0.98%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,493
shares
|
$166,981
0.01% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,475
shares
|
$165,775
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
1,528
shares
|
$102,345
0.0% of portfolio
|
Q4 2024
Added 7.76%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,423
shares
|
$95,312
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,382
shares
|
$92,566
0.0% of portfolio
|
Q4 2024
Added 42.92%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,084
shares
|
$72,606
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,015
shares
|
$67,984
0.0% of portfolio
|
Q1 2024
Reduced 10.96%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$66,980
0.01% of portfolio
|
Q2 2024
Added 5.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
847
shares
|
$56,732
0.0% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
649
shares
|
$43,470
0.0% of portfolio
|
Q4 2024
Reduced 7.81%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
643
shares
|
$43,068
0.01% of portfolio
|
Q4 2020
Added 77.13%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
554
shares
|
$37,106
0.02% of portfolio
|
Q4 2024
New holding
|