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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
5,321
shares
|
$431,958
0.0% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
5,259
shares
|
$426,925
0.0% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
5,223
shares
|
$424,003
0.06% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
5,079
shares
|
$412,313
0.13% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
5,038
shares
|
$408,984
0.03% of portfolio
|
Q2 2025
Added 20.99%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,000
shares
|
$405,900
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
5,000
shares
|
$405,900
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,788
shares
|
$388,689
0.01% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
4,710
shares
|
$382,357
0.0% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
4,706
shares
|
$382,033
0.04% of portfolio
|
Q2 2025
Added 15.31%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
4,628
shares
|
$375,701
0.02% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
4,212
shares
|
$341,930
0.0% of portfolio
|
Q3 2025
Added 200.0%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2025 Q3 2025 |
4,196
shares
|
$340,631
0.06% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
4,108
shares
|
$333,487
0.01% of portfolio
|
Q2 2025
Reduced 40.86%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
4,055
shares
|
$329,184
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
3,929
shares
|
$318,956
0.0% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
3,897
shares
|
$316,358
0.0% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
3,879
shares
|
$314,897
0.0% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
3,860
shares
|
$313,354
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
3,661
shares
|
$297,199
0.09% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
3,647
shares
|
$296,063
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
3,602
shares
|
$292,410
0.0% of portfolio
|
Q3 2025
Reduced 20.22%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
3,500
shares
|
$284,130
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
3,479
shares
|
$282,425
0.29% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
3,426
shares
|
$278,122
0.04% of portfolio
|
Q2 2025
Added 1.06%
|
|