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 191 institutions that hold shares in the stock, with a total of 6.86 Million shares, which have been reported (via 13F filing form) to have a value of $467 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
60,648
shares
|
$4.13 Million
0.02% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
59,782
shares
|
$4.07 Million
0.0% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
55,966
shares
|
$3.81 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
53,610
shares
|
$3.65 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
50,405
shares
|
$3.43 Million
0.66% of portfolio
|
Q1 2023
Added 0.37%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
48,540
shares
|
$3.31 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Feb 10, 2025 Q4 2024 |
47,625
shares
|
$3.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.01%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
47,024
shares
|
$3.2 Million
0.02% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
41,030
shares
|
$2.79 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
40,087
shares
|
$2.73 Million
0.53% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
39,709
shares
|
$2.7 Million
0.01% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
38,217
shares
|
$2.6 Million
1.0% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Jan 13, 2025 Q4 2024 |
37,279
shares
|
$2.54 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
36,086
shares
|
$2.46 Million
0.22% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
36,031
shares
|
$2.45 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
35,799
shares
|
$2.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
35,597
shares
|
$2.42 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
33,478
shares
|
$2.28 Million
0.0% of portfolio
|
Q4 2024
Added 231.01%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
33,419
shares
|
$2.28 Million
0.45% of portfolio
|
Q4 2022
Reduced 7.17%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
33,261
shares
|
$2.26 Million
0.17% of portfolio
|
Q3 2021
Reduced 4.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
32,391
shares
|
$2.21 Million
0.02% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
32,321
shares
|
$2.2 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
30,564
shares
|
$2.08 Million
0.0% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
28,464
shares
|
$1.94 Million
0.02% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
27,895
shares
|
$1.9 Million
0.0% of portfolio
|
Q4 2024
Added 0.31%
|