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 187 institutions that hold shares in the stock, with a total of 6.73 Million shares, which have been reported (via 13F filing form) to have a value of $492 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
3,072
shares
|
$223,150
0.04% of portfolio
|
Q3 2024
Added 122.45%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,042
shares
|
$220,970
0.0% of portfolio
|
Q3 2024
Reduced 32.64%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
3,033
shares
|
$220,317
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
3,025
shares
|
$219,736
0.04% of portfolio
|
Q4 2024
Reduced 8.28%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
3,000
shares
|
$217,920
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
2,946
shares
|
$213,997
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
2,900
shares
|
$210,656
0.02% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,900
shares
|
$210,656
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
2,893
shares
|
$210,147
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
2,806
shares
|
$203,827
0.0% of portfolio
|
Q4 2024
Added 66.83%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,786
shares
|
$202,375
0.0% of portfolio
|
Q1 2024
Reduced 35.3%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
2,572
shares
|
$186,830
0.03% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
2,525
shares
|
$183,416
0.01% of portfolio
|
Q4 2023
Reduced 0.98%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,515
shares
|
$182,689
0.01% of portfolio
|
Q1 2024
Added 1.41%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,475
shares
|
$179,784
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,423
shares
|
$103,366
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,418
shares
|
$103,003
0.0% of portfolio
|
Q3 2024
Added 20.07%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,084
shares
|
$78,741
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,015
shares
|
$73,729
0.0% of portfolio
|
Q1 2024
Reduced 10.96%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$72,640
0.01% of portfolio
|
Q2 2024
Added 5.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
967
shares
|
$70,242
0.0% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
847
shares
|
$61,526
0.0% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
704
shares
|
$51,138
0.0% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
643
shares
|
$46,707
0.01% of portfolio
|
Q4 2020
Added 77.13%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
467
shares
|
$33,922
0.03% of portfolio
|
Q3 2022
Added 0.43%
|