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 195 institutions that hold shares in the stock, with a total of 6.99 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Widmann Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
6,265
shares
|
$421,446
0.34% of portfolio
|
Q4 2023
Added 5.03%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
6,201
shares
|
$417,141
0.0% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
6,169
shares
|
$414,988
0.17% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
6,148
shares
|
$413,575
0.07% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
6,094
shares
|
$409,943
0.03% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
6,007
shares
|
$404,090
0.07% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,000
shares
|
$403,620
0.03% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
5,922
shares
|
$398,372
0.01% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
5,900
shares
|
$396,893
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
5,819
shares
|
$391,444
0.01% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
5,713
shares
|
$384,313
0.2% of portfolio
|
Q1 2025
Added 12.95%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
5,645
shares
|
$379,739
0.01% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
5,587
shares
|
$375,837
0.04% of portfolio
|
Q4 2024
Reduced 13.93%
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
5,521
shares
|
$371,397
0.13% of portfolio
|
Q1 2025
Added 21.23%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,500
shares
|
$369,985
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
5,499
shares
|
$369,917
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
5,426
shares
|
$365,007
0.0% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
5,376
shares
|
$361,643
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
5,257
shares
|
$353,638
0.0% of portfolio
|
Q4 2024
Added 128.07%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,000
shares
|
$336,350
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
5,000
shares
|
$336,350
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,916
shares
|
$330,699
0.01% of portfolio
|
Q2 2024
Reduced 19.41%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
4,855
shares
|
$326,595
0.0% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
4,843
shares
|
$325,788
0.05% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
4,796
shares
|
$322,626
0.02% of portfolio
|
Q1 2025
Reduced 18.84%
|