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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
7,805
shares
|
$633,609
0.02% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
7,563
shares
|
$613,964
0.29% of portfolio
|
Q3 2025
Added 29.75%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
7,409
shares
|
$601,462
0.08% of portfolio
|
Q3 2025
Added 49.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
7,364
shares
|
$597,809
0.0% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,020
shares
|
$569,883
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Oct 28, 2025 Q3 2025 |
6,977
shares
|
$566,392
0.47% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
6,848
shares
|
$555,920
0.24% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
6,791
shares
|
$551,293
0.12% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
6,765
shares
|
$549,182
0.09% of portfolio
|
Q1 2024
Added 9.29%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
6,668
shares
|
$541,308
0.09% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
6,594
shares
|
$535,300
0.02% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
6,150
shares
|
$499,257
0.07% of portfolio
|
Q2 2025
Reduced 30.51%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
6,148
shares
|
$499,094
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
6,148
shares
|
$499,094
0.08% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
6,134
shares
|
$497,958
0.04% of portfolio
|
Q3 2025
Added 9.17%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
6,124
shares
|
$497,146
0.03% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
6,101
shares
|
$495,279
0.15% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
5,816
shares
|
$472,142
0.17% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Oct 17, 2025 Q3 2025 |
5,779
shares
|
$469,139
0.11% of portfolio
|
Q3 2025
Reduced 9.93%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,678
shares
|
$460,940
0.01% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
5,654
shares
|
$458,991
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
5,650
shares
|
$458,667
0.03% of portfolio
|
Q3 2025
Reduced 15.04%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,500
shares
|
$446,490
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
5,499
shares
|
$446,408
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
5,330
shares
|
$432,689
0.17% of portfolio
|
Q3 2025
Reduced 2.51%
|
|