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 |
|---|---|---|---|---|---|
|
Widmann Financial Services, Inc.
|
Aug 14, 2024 Q2 2024 |
6,265
shares
|
$438,612
0.33% of portfolio
|
Q4 2023
Added 5.03%
|
|
|
Mjp Associates Inc
|
Jul 12, 2024 Q2 2024 |
6,195
shares
|
$433,711
0.08% of portfolio
|
Q2 2024
Added 0.98%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
5,955
shares
|
$416,909
0.0% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
5,909
shares
|
$413,689
0.03% of portfolio
|
Q3 2024
Added 62.74%
|
|
|
Firestone Capital Management
|
Aug 09, 2024 Q2 2024 |
5,810
shares
|
$406,758
0.11% of portfolio
|
Q1 2024
Added 2.25%
|
|
|
Exchange Capital Management, Inc.
|
Jul 23, 2024 Q2 2024 |
5,708
shares
|
$399,617
0.06% of portfolio
|
Q1 2022
Added 4.45%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
5,521
shares
|
$386,525
0.14% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
5,500
shares
|
$385,055
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Aug 09, 2024 Q2 2024 |
5,499
shares
|
$384,984
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
5,442
shares
|
$380,994
0.03% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
5,424
shares
|
$379,734
0.01% of portfolio
|
Q2 2024
Added 69.5%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
5,095
shares
|
$356,700
0.2% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
5,000
shares
|
$350,050
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
4,916
shares
|
$344,169
0.01% of portfolio
|
Q2 2024
Reduced 19.41%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
4,864
shares
|
$340,528
0.07% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
4,833
shares
|
$338,358
0.05% of portfolio
|
Q3 2024
Added 10.77%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 27, 2024 Q2 2024 |
4,788
shares
|
$335,207
0.01% of portfolio
|
Q2 2024
Added 14.88%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
4,561
shares
|
$319,315
0.05% of portfolio
|
Q2 2024
Added 7.65%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
4,516
shares
|
$316,165
0.0% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
4,384
shares
|
$306,923
0.0% of portfolio
|
Q1 2024
Reduced 0.45%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
4,277
shares
|
$299,432
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
4,253
shares
|
$297,752
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2024 Q2 2024 |
4,197
shares
|
$293,831
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 12, 2024 Q2 2024 |
3,897
shares
|
$272,828
0.15% of portfolio
|
Q2 2024
Reduced 28.38%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
3,860
shares
|
$270,238
0.07% of portfolio
|
Q4 2023
New holding
|