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 192 institutions that hold shares in the stock, with a total of 6.78 Million shares, which have been reported (via 13F filing form) to have a value of $489 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shaker Investments LLC
|
Apr 23, 2025 Q1 2025 |
3,090
shares
|
$222,634
0.1% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
3,077
shares
|
$221,697
0.0% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
3,071
shares
|
$221,265
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
3,033
shares
|
$218,527
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,009
shares
|
$216,798
0.01% of portfolio
|
Q1 2025
Added 1267.73%
|
|
|
Asset Planning Corporation
|
May 12, 2025 Q1 2025 |
3,000
shares
|
$216,150
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,786
shares
|
$200,731
0.0% of portfolio
|
Q1 2024
Reduced 35.3%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
2,525
shares
|
$181,926
0.01% of portfolio
|
Q4 2023
Reduced 0.98%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
2,223
shares
|
$160,167
0.0% of portfolio
|
Q1 2025
Reduced 20.78%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,528
shares
|
$110,092
0.0% of portfolio
|
Q4 2024
Added 7.76%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
1,425
shares
|
$102,671
0.01% of portfolio
|
Q4 2022
Closed
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
1,390
shares
|
$100,149
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,385
shares
|
$99,789
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,084
shares
|
$78,102
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,015
shares
|
$73,130
0.0% of portfolio
|
Q1 2024
Reduced 10.96%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
1,000
shares
|
$72,050
0.01% of portfolio
|
Q2 2024
Added 5.26%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
872
shares
|
$62,827
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
847
shares
|
$61,026
0.0% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
643
shares
|
$46,328
0.01% of portfolio
|
Q4 2020
Added 77.13%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
630
shares
|
$45,391
0.0% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
626
shares
|
$45,103
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
562
shares
|
$40,492
0.0% of portfolio
|
Q1 2025
Added 37.07%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
554
shares
|
$39,915
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
467
shares
|
$33,647
0.03% of portfolio
|
Q3 2022
Added 0.43%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
463
shares
|
$33,359
0.01% of portfolio
|
Q4 2024
Reduced 22.83%
|