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Global X S&P 500 Catholic Values ETF (CATH) Institutional Ownership

Global X S&P 500 Catholic Values ETF logo
$91.49 +1.75 (+1.95%)
As of 02:47 PM Eastern
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Institutional Ownership Changes (13F Filings) for Global X S&P 500 Catholic Values ETF (NASDAQ:CATH)

Number of
Institutional Buyers
(last 12 months)
94
Total
Institutional Inflows
(last 12 months)
$108.99M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$25.03M
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CATH Institutional Buying and Selling by Quarter

Global X S&P 500 Catholic Values ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/3/2026Sellwood Investment Partners LLC4,318$392K0.1%-20.5%0.029%
11/3/2026 Calamos Wealth Management LLC2,496$226K0.0%N/A0.016%
11/2/2026 Kestra Advisory Services LLC11,183$1.01M0.0%+4.0%0.074%
11/2/2026 Commonwealth Equity Services LLC29,514$2.68M0.0%N/A0.195%
11/2/2026 eCIO Inc.4,770$442K0.2%-3.6%0.031%
10/29/2026 Security Financial Services INC.82,401$7.47M1.0%+871.6%0.545%
10/29/2026 Bank Julius Baer & Co. Ltd Zurich3,087$280K0.0%N/A0.020%
10/27/2026 Convergence Financial LLC5,551$503K0.1%-45.1%0.037%
10/27/2026 Oakworth Capital Inc.12,257$1.11M0.1%N/A0.081%
10/20/2026 Secure Asset Management LLC3,871$351K0.0%+39.7%0.026%
10/20/2026 Ramsay Stattman Vela & Price Inc.2,410$219K0.0%-17.2%0.016%
10/19/2026 First Bank & Trust65,834$5.97M0.8%-11.0%0.437%
10/16/2026 Hanson & Doremus Investment Management19,391$1.76M0.2%N/A0.129%
10/15/2026 Community Financial Services Group LLC4,759$432K0.1%N/A0.032%
10/15/2026 Fort Washington Investment Advisors Inc. OH149,735$13.58M0.1%N/A0.994%
10/15/2026 Alliance Wealth Advisors LLC3,704$336K0.1%+15.2%0.025%
10/8/2026 Farther Finance Advisors LLC6,281$570K0.0%-2.8%0.042%
10/8/2026 Gradient Investments LLC20,045$1.82M0.0%N/A0.133%
10/7/2026 Venture Visionary Partners LLC6,709$608K0.0%-14.6%0.045%
10/7/2026 Steph & Co.5,816$527K0.1%N/A0.039%
10/5/2026 Tompkins Financial Corp5,038$457K0.0%N/A0.034%
10/5/2026 MassMutual Private Wealth & Trust FSB550$50K0.0%N/A0.004%
10/2/2026 GoalVest Advisory LLC1,350$122K0.0%+2,600.0%0.009%
10/1/2026 Montecito Bank & Trust6,765$613K0.1%N/A0.045%
9/23/2026Envestnet Asset Management Inc.47,786$4.23M0.0%+2.6%0.313%
9/9/2026 MCF Advisors LLC22,998$2.04M0.1%+29.9%0.158%
9/9/2026Baird Financial Group Inc.65,002$5.75M0.0%+14.8%0.447%
9/8/2026Allworth Financial LP83,032$7.35M0.0%-0.6%0.571%
8/27/2026Corient Private Wealth LP161,371$14.28M0.0%+19.7%1.110%
8/24/2026Carlson Financial Inc.3,913$346K0.2%-6.6%0.027%
8/23/2026Ameritas Advisory Services LLC4,545$402K0.0%+25.4%0.031%
8/21/2026Firestone Capital Management7,767$687K0.1%-1.7%0.053%
8/21/2026 Secure Asset Management LLC2,771$245K0.0%-6.7%0.019%
8/21/2026 Independence Bank of Kentucky4,490$397K0.0%-27.0%0.031%
8/21/2026 Acorn Wealth Advisors LLC2,453$217K0.0%N/A0.017%
7/9/2026 First Bank & Trust73,966$6.55M1.0%-12.7%0.514%
7/9/2026 Financial Advisory Corp24,420$2.16M0.3%-7.8%0.170%
7/8/2026 Gradient Investments LLC20,316$1.80M0.0%+1.8%0.142%
6/3/2026NewEdge Advisors LLC5,187$405K0.0%+23.5%0.037%
5/27/2026 Security Financial Services INC.7,962$622K0.1%+15.5%0.057%
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5/19/2026Bank of America Corp DE442,550$34.59M0.0%+2.5%3.152%
5/18/2026Royal Bank of Canada73,559$5.75M0.0%+6.4%0.524%
5/15/2026Bradley Foster & Sargent Inc. CT29,024$2.27M0.0%+2.3%0.207%
5/15/2026Aristotle Capital Management LLC125,879$9.84M0.0%-4.1%0.897%
5/14/2026Sei Investments Co.51,374$4.02M0.0%+4.7%0.366%
5/14/2026Lido Advisors LLC6,029$471K0.0%-1.9%0.043%
5/13/2026Cetera Investment Advisers10,456$817K0.0%+33.0%0.074%
5/13/2026Alesco Advisors LLC An ESL Co15,232$1.19M0.0%-3.9%0.108%
5/7/2026Planning Alternatives Ltd. ADV2,568$201K0.0%-5.5%0.018%
5/7/2026Spartan Wealth Advisory Services LLC4,880$381K0.0%N/A0.035%
5/6/2026Clifford Swan Investment Counsel LLC34,706$2.71M0.1%-0.5%0.247%
5/6/2026 Assetmark Inc.418$33K0.0%+91.7%0.003%
5/6/2026BCM Advisors LLC236,788$20.44M4.0%+0.1%1.687%
5/2/2026 Pittenger & Anderson Inc.2,770$216K0.0%+6.7%0.020%
5/1/2026Fifth Third Bancorp93,138$7.28M0.0%+55.8%0.663%
5/1/2026Manning & Napier Advisors LLC3,720$282K0.0%N/A0.026%
4/30/2026 Kestra Advisory Services LLC7,547$590K0.0%+90.4%0.054%
4/29/2026Signet Private Wealth LLC31,475$2.46M2.3%+16.4%0.224%
4/25/2026Keybank National Association OH46,162$3.61M0.0%+0.4%0.329%
4/23/2026Sellwood Investment Partners LLC6,685$522K0.2%+2.0%0.048%
4/22/2026 Fort Washington Investment Advisors Inc. OH150,948$11.80M0.1%+2.7%1.075%
4/21/2026 Dagco Inc.65,000$5.08M1.1%-8.8%0.463%
4/18/2026CENTRAL TRUST Co553,308$43.24M0.9%-0.2%3.947%
4/17/2026Webster Bank N. A.4,425$346K0.0%+152.9%0.032%
4/17/2026 Hanson & Doremus Investment Management9,179$717K0.1%+16.5%0.065%
4/17/2026 Cornerstone Management Inc.8,265$646K0.1%+2.0%0.059%
4/17/2026 Sterling Investment Counsel LLC4,870$381K0.1%-4.1%0.035%
4/16/2026 McClarren Financial Advisors Inc.7,816$611K0.4%+39.8%0.056%
3/17/2026Carter Financial LLC7,556$621K0.5%N/A0.056%
3/9/2026Corient Private Wealth LLC147,430$12.12M0.0%+134.2%1.099%
2/19/2026Corient Private Wealth LLC147,430$12.12M0.0%+134.2%1.099%
2/18/2026Common Fund For Nonprofit Organizations120,224$9.89M0.8%-2.1%0.896%
2/17/2026Cetera Investment Advisers7,859$646K0.0%+6.7%0.059%
2/17/2026Kovack Advisors Inc.13,080$1.08M0.0%N/A0.097%
2/17/2026Osaic Holdings Inc.13,792$1.13M0.0%-1.2%0.103%
2/17/2026Aristotle Capital Management LLC131,269$10.79M0.0%+46.3%0.978%
2/17/2026Captrust Financial Advisors100,429$8.26M0.0%-4.4%0.748%
2/17/2026Royal Bank of Canada69,116$5.68M0.0%-24.0%0.515%
2/16/2026 Venture Visionary Partners LLC9,109$749K0.0%-5.7%0.068%
2/16/2026MML Investors Services LLC34,105$2.80M0.0%+20.6%0.254%
2/13/2026 Kestra Advisory Services LLC3,964$326K0.0%+22.9%0.030%
2/13/2026Stifel Financial Corp16,093$1.32M0.0%-8.5%0.120%
2/13/2026First National Bank of Omaha56,125$4.65M0.1%N/A0.418%
2/13/2026Wells Fargo & Company MN169,469$13.94M0.0%-19.4%1.263%
2/12/2026Jane Street Group LLC4,396$361K0.0%N/A0.033%
2/12/2026 Commonwealth Equity Services LLC25,455$2.09M0.0%-9.7%0.190%
2/12/2026Steward Partners Investment Advisory LLC31,025$2.55M0.0%-1.4%0.231%
2/12/2026Bradley Foster & Sargent Inc. CT28,362$2.33M0.0%+6.2%0.211%
2/12/2026Moneta Group Investment Advisors LLC5,401$444K0.0%+2.7%0.040%
2/12/2026Brown Brothers Harriman & Co.54,268$4.46M0.0%+5.8%0.404%
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2/12/2026Kovack Advisors Inc.13,080$1.08M0.1%N/A0.097%
2/12/2026Polen Capital Management LLC27,566$2.27M0.0%-10.7%0.205%
2/11/2026Fund Evaluation Group LLC685,651$56.38M1.9%-6.5%5.109%
2/11/2026Signet Private Wealth LLC27,032$2.22M2.1%N/A0.201%
2/11/2026 MCF Advisors LLC18,727$1.54M0.1%+6.5%0.140%
2/11/2026Clifford Swan Investment Counsel LLC34,876$2.87M0.1%-51.5%0.260%
2/11/2026 Convergence Financial LLC3,846$316K0.0%+16.1%0.029%
2/10/2026Koss Olinger Consulting LLC22,041$1.81M0.1%-15.3%0.164%
2/10/2026 Acorn Wealth Advisors LLC2,526$208K0.1%N/A0.019%
2/10/2026Northwestern Mutual Wealth Management Co.66,989$5.51M0.0%+120.7%0.499%


CATH Institutional Ownership - Frequently Asked Questions

During the previous two years, 186 institutional investors and hedge funds held shares of Global X S&P 500 Catholic Values ETF. The most heavily invested institutionals were Fund Evaluation Group LLC ($56.38M), CENTRAL TRUST Co ($43.24M), Bank of America Corp DE ($34.59M), Truist Financial Corp ($22.37M), BCM Advisors LLC ($20.44M), Corient Private Wealth LP ($14.28M), and Wells Fargo & Company MN ($13.94M).Learn more on Global X S&P 500 Catholic Values ETF's institutional investors.

Of the 160 institutional investors that purchased Global X S&P 500 Catholic Values ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Heck Capital Advisors LLC ($721.31K), Fund Evaluation Group LLC ($187.88K), Corient Private Wealth LLC ($176.13K), Fort Washington Investment Advisors Inc. OH ($166.33K), Sound View Wealth Advisors Group LLC ($114.57K), Captrust Financial Advisors ($105K), and Security Financial Services INC. ($81.88K).

Institutional investors have bought a total of 1,296,582 shares in the last 24 months. This purchase volume represents approximately $108.99M in transactions.

Of the 58 institutional investors that sold Global X S&P 500 Catholic Values ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fund Evaluation Group LLC ($47.59K), Wells Fargo & Company MN ($40.73K), Clifford Swan Investment Counsel LLC ($37.14K), Savant Capital LLC ($29.79K), Royal Bank of Canada ($21.82K), First Bank & Trust ($18.93K), and Envestnet Asset Management Inc. ($15.01K).

Institutional investors have sold a total of 302,843 shares in the last 24 months. This volume of shares sold represents approximately $25.03M in transactions.


Related Companies

Institutional ownership data for NASDAQ:CATH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/3/2026. New 13F filings are added each quarter as they're published.
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