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 |
|---|---|---|---|---|---|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2025 Q3 2025 |
3,363
shares
|
$273,008
0.02% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
3,355
shares
|
$272,358
0.01% of portfolio
|
Q2 2025
Reduced 12.52%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
3,312
shares
|
$268,868
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 15, 2025 Q3 2025 |
3,303
shares
|
$268,137
0.17% of portfolio
|
Q3 2025
Reduced 68.54%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
3,225
shares
|
$261,805
0.0% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Shaker Investments LLC
|
Oct 17, 2025 Q3 2025 |
3,101
shares
|
$251,739
0.1% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
3,096
shares
|
$251,333
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,088
shares
|
$250,683
0.0% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Asset Planning Corporation
|
Nov 06, 2025 Q3 2025 |
3,000
shares
|
$243,540
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
2,976
shares
|
$241,591
0.13% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,900
shares
|
$235,422
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
2,872
shares
|
$233,148
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
2,854
shares
|
$231,687
0.03% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
2,813
shares
|
$228,359
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Nov 04, 2025 Q3 2025 |
2,810
shares
|
$228,115
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,786
shares
|
$226,167
0.0% of portfolio
|
Q1 2024
Reduced 35.3%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,786
shares
|
$226,167
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
2,736
shares
|
$222,108
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
2,684
shares
|
$217,887
0.01% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
2,550
shares
|
$207,009
0.01% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
2,496
shares
|
$202,625
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
2,446
shares
|
$198,566
0.0% of portfolio
|
Q3 2025
Added 31.93%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,989
shares
|
$161,467
0.01% of portfolio
|
Q3 2025
Reduced 48.9%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
1,977
shares
|
$160,492
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,952
shares
|
$158,463
0.0% of portfolio
|
Q2 2025
Added 27.75%
|
|