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 194 institutions that hold shares in the stock, with a total of 6.85 Million shares, which have been reported (via 13F filing form) to have a value of $526 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
26,873
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
25,130
shares
|
$1.93 Million
1.79% of portfolio
|
Q1 2025
Added 45.03%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
24,783
shares
|
$1.9 Million
0.29% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
23,942
shares
|
$1.84 Million
0.03% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
23,030
shares
|
$1.77 Million
0.08% of portfolio
|
Q2 2024
Added 18.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,197
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
19,730
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
19,495
shares
|
$1.5 Million
0.03% of portfolio
|
Q2 2023
Reduced 11.79%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
19,150
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
19,055
shares
|
$1.46 Million
0.03% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
19,046
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
18,696
shares
|
$1.43 Million
0.14% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
18,145
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 40.75%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
17,744
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Added 32.34%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
17,620
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
17,604
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2025
Added 319.44%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
16,905
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
16,520
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 50.65%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
16,022
shares
|
$1.23 Million
0.03% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
15,313
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 26.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
14,448
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
12,846
shares
|
$985,545
0.29% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
12,532
shares
|
$961,455
0.02% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
12,257
shares
|
$940,357
0.06% of portfolio
|
Q2 2024
Added 12.22%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
11,989
shares
|
$919,796
0.05% of portfolio
|
Q1 2025
New holding
|