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 185 institutions that hold shares in the stock, with a total of 6.65 Million shares, which have been reported (via 13F filing form) to have a value of $484 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
4,127
shares
|
$299,702
0.0% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
3,921
shares
|
$284,743
0.01% of portfolio
|
Q4 2024
Reduced 44.41%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
3,908
shares
|
$283,798
0.02% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
3,860
shares
|
$280,313
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
3,854
shares
|
$279,877
0.0% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
3,843
shares
|
$279,078
0.0% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
3,793
shares
|
$275,447
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
3,774
shares
|
$274,067
0.15% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
3,750
shares
|
$272,325
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
3,689
shares
|
$267,895
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
3,686
shares
|
$267,677
0.04% of portfolio
|
Q4 2024
Reduced 19.18%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
3,647
shares
|
$264,845
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
3,584
shares
|
$260,270
0.01% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
3,537
shares
|
$256,856
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
3,515
shares
|
$255,259
0.12% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
3,500
shares
|
$254,170
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
3,364
shares
|
$244,293
0.02% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,214
shares
|
$233,400
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
3,110
shares
|
$225,848
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
3,098
shares
|
$224,976
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Shaker Investments LLC
|
Jan 29, 2025 Q4 2024 |
3,072
shares
|
$223,088
0.09% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
3,072
shares
|
$223,088
0.04% of portfolio
|
Q3 2024
Added 122.45%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,042
shares
|
$220,910
0.0% of portfolio
|
Q3 2024
Reduced 32.64%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
3,033
shares
|
$220,256
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
3,025
shares
|
$219,675
0.04% of portfolio
|
Q4 2024
Reduced 8.28%
|