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 |
|
Shaker Investments LLC
|
Apr 23, 2025 Q1 2025 |
3,090
shares
|
$207,864
0.1% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
3,072
shares
|
$206,653
0.04% of portfolio
|
Q3 2024
Added 122.45%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
3,071
shares
|
$206,586
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,062
shares
|
$205,980
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
3,033
shares
|
$204,029
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Planning Corporation
|
May 12, 2025 Q1 2025 |
3,000
shares
|
$201,810
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,900
shares
|
$195,083
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,893
shares
|
$194,612
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 12, 2025 Q4 2024 |
2,893
shares
|
$194,612
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,786
shares
|
$187,414
0.0% of portfolio
|
Q1 2024
Reduced 35.3%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
2,571
shares
|
$172,951
0.03% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
2,525
shares
|
$169,856
0.01% of portfolio
|
Q4 2023
Reduced 0.98%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,493
shares
|
$167,704
0.01% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
2,223
shares
|
$149,541
0.0% of portfolio
|
Q1 2025
Reduced 20.78%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
1,528
shares
|
$102,788
0.0% of portfolio
|
Q4 2024
Added 7.76%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
1,425
shares
|
$95,859
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
1,390
shares
|
$93,505
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,382
shares
|
$92,967
0.0% of portfolio
|
Q4 2024
Added 42.92%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,084
shares
|
$72,920
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,015
shares
|
$68,279
0.0% of portfolio
|
Q1 2024
Reduced 10.96%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$67,270
0.01% of portfolio
|
Q2 2024
Added 5.26%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
872
shares
|
$58,659
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
847
shares
|
$56,977
0.0% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
643
shares
|
$43,254
0.01% of portfolio
|
Q4 2020
Added 77.13%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
630
shares
|
$42,380
0.0% of portfolio
|
Q1 2025
Reduced 2.93%
|