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 |
|---|---|---|---|---|---|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Jul 17, 2024 Q2 2024 |
3,847
shares
|
$269,328
0.16% of portfolio
|
Q2 2024
Reduced 10.68%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
3,843
shares
|
$269,048
0.0% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Bridges Investment Management Inc
|
Aug 12, 2024 Q2 2024 |
3,779
shares
|
$264,567
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
3,750
shares
|
$262,537
0.01% of portfolio
|
Q1 2024
Reduced 5.66%
|
|
|
Objective Capital Management, LLC
|
Jun 05, 2024 Q1 2024 |
3,750
shares
|
$262,537
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
3,701
shares
|
$259,107
0.01% of portfolio
|
Q3 2024
Added 13.53%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
3,689
shares
|
$258,266
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Rmb Capital Management, LLC
|
Aug 13, 2024 Q2 2024 |
3,537
shares
|
$247,625
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
3,515
shares
|
$246,085
0.12% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
3,298
shares
|
$230,892
0.13% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 02, 2024 Q2 2024 |
3,295
shares
|
$230,682
0.02% of portfolio
|
Q2 2024
Reduced 8.98%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
3,084
shares
|
$215,910
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Shaker Investments LLC
|
Oct 10, 2024 Q3 2024 |
3,072
shares
|
$215,070
0.09% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Asset Planning Corporation
|
Oct 21, 2024 Q3 2024 |
3,000
shares
|
$210,030
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,946
shares
|
$206,249
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
2,786
shares
|
$195,047
0.0% of portfolio
|
Q1 2024
Reduced 35.3%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
2,626
shares
|
$183,846
0.03% of portfolio
|
Q2 2024
Reduced 2.92%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
2,525
shares
|
$176,775
0.01% of portfolio
|
Q4 2023
Reduced 0.98%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,515
shares
|
$176,075
0.01% of portfolio
|
Q1 2024
Added 1.41%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
2,223
shares
|
$155,632
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
1,619
shares
|
$113,346
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
1,381
shares
|
$96,683
0.04% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2024 Q2 2024 |
1,341
shares
|
$93,883
0.0% of portfolio
|
Q2 2024
Reduced 9.7%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
1,181
shares
|
$82,681
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,084
shares
|
$75,890
0.0% of portfolio
|
Q3 2024
New holding
|