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 |
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
626
shares
|
$42,111
0.0% of portfolio
|
Q1 2025
New holding
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
562
shares
|
$37,805
0.0% of portfolio
|
Q1 2025
Added 37.07%
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
554
shares
|
$37,267
0.02% of portfolio
|
Q4 2024
New holding
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
467
shares
|
$31,415
0.03% of portfolio
|
Q3 2022
Added 0.43%
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
463
shares
|
$31,146
0.01% of portfolio
|
Q4 2024
Reduced 22.83%
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
416
shares
|
$27,984
0.0% of portfolio
|
Q1 2025
New holding
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
366
shares
|
$24,620
0.01% of portfolio
|
Q1 2025
Added 0.55%
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
352
shares
|
$23,679
0.01% of portfolio
|
Q4 2024
New holding
|
|
Motco
|
May 07, 2025 Q1 2025 |
315
shares
|
$21,190
0.0% of portfolio
|
Q2 2024
Reduced 14.63%
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
293
shares
|
$19,710
0.02% of portfolio
|
Q1 2025
New holding
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
282
shares
|
$18,970
0.01% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
252
shares
|
$16,952
0.0% of portfolio
|
Q4 2024
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
220
shares
|
$14,799
0.0% of portfolio
|
Q4 2024
New holding
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
218
shares
|
$14,664
0.0% of portfolio
|
Q1 2025
New holding
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
110
shares
|
$7,399
0.0% of portfolio
|
Q2 2022
New holding
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
39
shares
|
$2,623
0.0% of portfolio
|
Q1 2025
New holding
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
17
shares
|
$1,143
0.0% of portfolio
|
Q3 2022
Added 6.25%
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
11
shares
|
$739
0.0% of portfolio
|
Q1 2025
New holding
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
1
shares
|
$67
0.0% of portfolio
|
Q3 2024
New holding
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1
shares
|
$67
0.0% of portfolio
|
Q1 2025
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1
shares
|
$67
0.0% of portfolio
|
Q1 2025
Reduced 94.12%
|