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 192 institutions that hold shares in the stock, with a total of 6.78 Million shares, which have been reported (via 13F filing form) to have a value of $479 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
366
shares
|
$25,890
0.01% of portfolio
|
Q1 2025
Added 0.55%
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
352
shares
|
$24,900
0.01% of portfolio
|
Q4 2024
New holding
|
|
Motco
|
May 07, 2025 Q1 2025 |
315
shares
|
$22,283
0.0% of portfolio
|
Q2 2024
Reduced 14.63%
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
293
shares
|
$20,726
0.02% of portfolio
|
Q1 2025
New holding
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
289
shares
|
$20,443
0.0% of portfolio
|
Q1 2025
Reduced 94.5%
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
282
shares
|
$19,948
0.01% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
273
shares
|
$19,312
0.0% of portfolio
|
Q1 2025
Added 8.33%
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
218
shares
|
$15,421
0.0% of portfolio
|
Q1 2025
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
138
shares
|
$9,762
0.0% of portfolio
|
Q1 2025
New holding
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
110
shares
|
$7,781
0.0% of portfolio
|
Q2 2022
New holding
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
39
shares
|
$2,758
0.0% of portfolio
|
Q1 2025
New holding
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
17
shares
|
$1,202
0.0% of portfolio
|
Q3 2022
Added 6.25%
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
11
shares
|
$778
0.0% of portfolio
|
Q1 2025
New holding
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
1
shares
|
$70
0.0% of portfolio
|
Q3 2024
New holding
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1
shares
|
$70
0.0% of portfolio
|
Q1 2025
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1
shares
|
$70
0.0% of portfolio
|
Q1 2025
Reduced 94.12%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|