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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
25,576
shares
|
$1.79 Million
0.02% of portfolio
|
Q2 2024
Added 2.71%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 14, 2024 Q2 2024 |
23,030
shares
|
$1.61 Million
0.07% of portfolio
|
Q2 2024
Added 18.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,197
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
21,807
shares
|
$1.53 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
20,848
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2024
Added 7.07%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
20,834
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2024
Added 7.56%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
19,495
shares
|
$1.36 Million
0.05% of portfolio
|
Q2 2023
Reduced 11.79%
|
|
|
Advisor Os, LLC
|
Aug 05, 2024 Q2 2024 |
18,914
shares
|
$1.32 Million
0.14% of portfolio
|
Q2 2024
Added 1.07%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 08, 2024 Q2 2024 |
18,715
shares
|
$1.31 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.19%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Aug 13, 2024 Q2 2024 |
18,128
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2024
Reduced 7.88%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
18,122
shares
|
$1.27 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
17,015
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Added 14.68%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
16,012
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2024
Reduced 16.01%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2024 Q2 2024 |
15,233
shares
|
$1.07 Million
0.35% of portfolio
|
Q2 2024
Added 9.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
14,918
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2024
Added 44.44%
|
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
14,598
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
13,649
shares
|
$955,566
0.02% of portfolio
|
Q3 2024
Added 17.79%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
12,400
shares
|
$868,124
0.05% of portfolio
|
Q2 2024
Reduced 10.79%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
12,257
shares
|
$858,112
0.06% of portfolio
|
Q2 2024
Added 12.22%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
12,054
shares
|
$843,900
0.1% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
12,030
shares
|
$842,220
0.0% of portfolio
|
Q3 2024
Reduced 57.47%
|
|
|
Wespac Advisors So Cal, LLC
|
Jul 23, 2024 Q2 2024 |
11,862
shares
|
$830,458
0.2% of portfolio
|
Q1 2024
Reduced 6.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
11,742
shares
|
$822,057
0.0% of portfolio
|
Q2 2024
Reduced 39.85%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
11,472
shares
|
$803,154
0.13% of portfolio
|
Q4 2022
Added 12.56%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
11,315
shares
|
$792,163
0.04% of portfolio
|
Q3 2022
Added 1031.5%
|