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 |
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
4,764
shares
|
$320,474
0.0% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
4,741
shares
|
$318,927
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Apr 23, 2025 Q1 2025 |
4,650
shares
|
$312,805
0.07% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
4,515
shares
|
$303,724
0.01% of portfolio
|
Q4 2024
Reduced 16.76%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
4,277
shares
|
$287,713
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
4,164
shares
|
$280,112
0.03% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
4,115
shares
|
$276,816
0.0% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
4,081
shares
|
$274,528
0.04% of portfolio
|
Q1 2025
Added 10.72%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
4,051
shares
|
$272,510
0.0% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
3,947
shares
|
$265,514
0.08% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
3,908
shares
|
$262,891
0.5% of portfolio
|
Q1 2025
Reduced 65.06%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
3,879
shares
|
$260,940
0.02% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
3,864
shares
|
$259,931
0.0% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
3,861
shares
|
$259,729
0.01% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
3,860
shares
|
$259,662
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Feb 14, 2025 Q4 2024 |
3,719
shares
|
$250,177
0.18% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
3,689
shares
|
$248,159
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
3,647
shares
|
$245,333
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
3,500
shares
|
$235,445
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,497
shares
|
$235,243
0.01% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
3,364
shares
|
$226,296
0.02% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Feb 13, 2025 Q4 2024 |
3,363
shares
|
$226,229
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
3,290
shares
|
$221,318
0.0% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
3,250
shares
|
$218,627
0.01% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,094
shares
|
$208,133
0.02% of portfolio
|
Q1 2025
Reduced 3.73%
|