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 167 institutions that hold shares in the stock, with a total of 6.71 Million shares, which have been reported (via 13F filing form) to have a value of $470 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
61,227
shares
|
$4.29 Million
0.84% of portfolio
|
Q2 2024
Added 0.84%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
58,929
shares
|
$4.13 Million
0.01% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 13, 2024 Q2 2024 |
58,002
shares
|
$4.06 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
57,050
shares
|
$3.99 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.09%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Aug 12, 2024 Q2 2024 |
55,803
shares
|
$3.91 Million
0.01% of portfolio
|
Q2 2024
Added 255.7%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
50,405
shares
|
$3.53 Million
0.66% of portfolio
|
Q1 2023
Added 0.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
50,384
shares
|
$3.53 Million
0.0% of portfolio
|
Q2 2024
Added 10.58%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
49,509
shares
|
$3.47 Million
0.26% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
47,790
shares
|
$3.35 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
44,875
shares
|
$3.14 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 08, 2024 Q2 2024 |
43,477
shares
|
$3.04 Million
0.48% of portfolio
|
Q2 2024
Reduced 8.26%
|
|
|
Clifford Swan Investment Counsel LLC
|
Aug 06, 2024 Q2 2024 |
41,030
shares
|
$2.87 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
38,298
shares
|
$2.68 Million
0.23% of portfolio
|
Q3 2024
Reduced 15.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
38,274
shares
|
$2.68 Million
0.01% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Oct 04, 2024 Q3 2024 |
37,279
shares
|
$2.61 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
36,913
shares
|
$2.58 Million
0.01% of portfolio
|
Q2 2024
Reduced 10.73%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
35,986
shares
|
$2.52 Million
0.47% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
35,307
shares
|
$2.47 Million
0.0% of portfolio
|
Q2 2024
Added 15.28%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
33,419
shares
|
$2.34 Million
0.44% of portfolio
|
Q4 2022
Reduced 7.17%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
33,261
shares
|
$2.33 Million
0.17% of portfolio
|
Q3 2021
Reduced 4.38%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
31,044
shares
|
$2.17 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
28,357
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
27,808
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Added 15.75%
|
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
27,463
shares
|
$1.92 Million
0.02% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
26,301
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2024
Added 10.09%
|