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 |
|---|---|---|---|---|---|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
6,211
shares
|
$451,042
0.08% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
6,100
shares
|
$442,982
0.03% of portfolio
|
Q3 2024
Added 22.0%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
6,059
shares
|
$440,004
0.01% of portfolio
|
Q4 2024
Reduced 72.22%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
6,042
shares
|
$438,770
0.0% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
5,909
shares
|
$429,111
0.03% of portfolio
|
Q3 2024
Added 62.74%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
5,862
shares
|
$425,698
0.01% of portfolio
|
Q4 2024
Reduced 7.47%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
5,708
shares
|
$414,514
0.07% of portfolio
|
Q1 2022
Added 4.45%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
5,584
shares
|
$405,510
0.01% of portfolio
|
Q3 2024
Reduced 21.95%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
5,560
shares
|
$403,767
0.17% of portfolio
|
Q3 2024
Added 42.67%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
5,500
shares
|
$399,410
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
5,499
shares
|
$399,337
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
5,301
shares
|
$384,958
0.01% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,151
shares
|
$374,065
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
5,058
shares
|
$367,311
0.21% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,000
shares
|
$363,100
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,916
shares
|
$356,999
0.01% of portfolio
|
Q2 2024
Reduced 19.41%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
4,843
shares
|
$351,698
0.05% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
4,764
shares
|
$345,961
0.0% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
4,650
shares
|
$337,683
0.07% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
4,554
shares
|
$330,711
0.21% of portfolio
|
Q4 2024
Reduced 17.51%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
4,539
shares
|
$329,622
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
4,515
shares
|
$327,879
0.01% of portfolio
|
Q4 2024
Reduced 16.76%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
4,277
shares
|
$310,595
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
4,197
shares
|
$304,786
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
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%
|