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 209 institutions that hold shares in the stock, with a total of 7 Million shares, which have been reported (via 13F filing form) to have a value of $568 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
13,498
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
Added 68.58%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
12,257
shares
|
$995,023
0.06% of portfolio
|
Q2 2024
Added 12.22%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
11,840
shares
|
$961,171
0.08% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Wespac Advisors So Cal, LLC
|
Oct 22, 2025 Q3 2025 |
11,662
shares
|
$946,721
0.21% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
11,660
shares
|
$946,558
0.05% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
11,472
shares
|
$931,296
0.13% of portfolio
|
Q4 2022
Added 12.56%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
11,315
shares
|
$918,551
0.04% of portfolio
|
Q3 2022
Added 1031.5%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
11,139
shares
|
$904,264
0.02% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
10,977
shares
|
$891,112
0.01% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
10,869
shares
|
$882,345
0.0% of portfolio
|
Q3 2025
Added 14.88%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
10,500
shares
|
$852,390
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
10,406
shares
|
$844,759
0.53% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
First Hawaiian Bank
|
Oct 02, 2025 Q3 2025 |
10,369
shares
|
$841,755
0.11% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,315
shares
|
$837,371
0.01% of portfolio
|
Q2 2025
Added 11.03%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,211
shares
|
$828,928
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
9,664
shares
|
$784,523
0.03% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Human Investing LLC
|
Oct 31, 2025 Q3 2025 |
9,558
shares
|
$775,918
0.12% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
9,390
shares
|
$762,280
0.0% of portfolio
|
Q3 2025
Reduced 9.12%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
9,265
shares
|
$752,132
0.48% of portfolio
|
Q1 2025
Added 47.89%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
8,997
shares
|
$730,376
0.01% of portfolio
|
Q3 2025
Reduced 27.88%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 10, 2025 Q3 2025 |
8,676
shares
|
$704,317
0.12% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,329
shares
|
$676,148
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
8,255
shares
|
$670,140
0.0% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,129
shares
|
$659,912
0.0% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
7,902
shares
|
$641,484
0.0% of portfolio
|
Q3 2025
Added 0.57%
|
|