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

Global X S&P 500 Catholic Values ETF logo
$75.94 -0.36 (-0.47%)
As of 11:09 AM 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)
98
Total
Institutional Inflows
(last 12 months)
$118.98M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$45.48M
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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
7/10/2025Wealth Enhancement Advisory Services LLC2,872$219K0.0%N/A0.023%
7/10/2025Tompkins Financial Corp5,038$380K0.0%+21.0%0.039%
7/9/2025 Alesco Advisors LLC16,022$1.21M0.0%+1.2%0.126%
7/9/2025 MassMutual Private Wealth & Trust FSB400$30K0.0%N/A0.003%
6/4/2025 First Hawaiian Bank10,369$700K0.0%+4.4%0.080%
5/27/2025Jacobi Capital Management LLC6,350$429K0.0%+5.8%0.049%
5/21/2025Geneos Wealth Management Inc.562$38K0.0%+37.1%0.004%
5/15/2025Royal Bank of Canada91,313$6.17M0.0%-8.1%0.706%
5/14/2025Nicolet Bankshares Inc.6,570$444K0.1%+3.3%0.051%
5/14/2025Widmann Financial Services Inc.9,265$626K0.5%+47.9%0.072%
5/14/2025Comerica Bank35,173$2.38M0.0%-2.4%0.272%
5/14/2025Northwestern Mutual Wealth Management Co.26,873$1.82M0.0%+7.5%0.208%
5/14/2025Venture Visionary Partners LLC9,885$668K0.0%-49.9%0.076%
5/13/2025Tyler Stone Wealth Management3,390$229K0.0%+10.4%0.026%
5/13/2025Sei Investments Co.55,582$3.75M0.0%-0.7%0.430%
5/13/2025Heck Capital Advisors LLC1,425$96K0.0%-99.6%0.011%
5/13/2025Dagco Inc.73,725$4.98M1.6%+0.6%0.570%
5/13/2025HighTower Advisors LLC19,730$1.33M0.0%+3.6%0.153%
5/12/2025Polen Capital Management LLC53,317$3.60M0.0%+12.0%0.412%
5/12/2025 Alesco Advisors LLC15,828$1.07M0.0%-5.9%0.122%
5/9/2025McClarren Financial Advisors Inc.3,908$264K0.2%-65.1%0.030%
5/9/2025PNC Financial Services Group Inc.626$42K0.0%N/A0.005%
5/8/2025Commerce Bank125,645$8.49M0.1%+46.8%0.972%
5/8/2025US Bancorp DE416$28K0.0%N/A0.003%
5/8/2025HHM Wealth Advisors LLC4,081$276K0.0%+10.7%0.032%
5/7/2025N.E.W. Advisory Services LLC872$59K0.0%N/A0.007%
5/7/2025Foundations Investment Advisors LLC12,532$846K0.0%-5.0%0.097%
5/7/2025LPL Financial LLC135,206$9.13M0.0%+1.5%1.046%
5/6/2025BCM Advisors LLC234,958$16.16M3.6%+1.4%1.817%
5/6/2025Bank Julius Baer & Co. Ltd Zurich2,223$150K0.0%-20.8%0.017%
5/6/2025Clifford Swan Investment Counsel LLC40,530$2.74M0.1%-1.2%0.313%
5/5/2025IFP Advisors Inc5,645$381K0.0%+3.3%0.044%
5/5/2025Private Advisor Group LLC6,201$419K0.0%-2.8%0.048%
5/1/2025CWM LLC145,130$9.80M0.0%+11.2%1.122%
5/1/2025Country Club Bank75,130$5.03M0.3%-10.4%0.581%
4/30/2025MJP Associates Inc. ADV6,007$406K0.1%-3.3%0.046%
4/30/2025Allworth Financial LP55,287$3.66M0.0%+17.6%0.428%
4/30/2025Bridges Investment Management Inc.4,051$274K0.0%+5.1%0.031%
4/30/2025Brown Advisory Inc.17,744$1.20M0.0%+32.3%0.137%
4/29/2025Envestnet Asset Management Inc.59,985$4.05M0.0%+0.3%0.464%
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4/29/2025Fund Evaluation Group LLC486,370$32.85M1.4%+30.3%3.762%
4/28/2025Keybank National Association OH51,871$3.50M0.0%-55.7%0.401%
4/25/2025Ameritas Advisory Services LLC3,250$220K0.0%-9.3%0.025%
4/24/2025Aspect Partners LLC1,390$94K0.1%N/A0.011%
4/23/2025Steph & Co.5,900$398K0.1%N/A0.046%
4/22/2025Cambridge Investment Research Advisors Inc.14,448$976K0.0%+9.4%0.112%
4/22/2025MBE Wealth Management LLC5,713$386K0.2%+12.9%0.044%
4/22/2025PFG Investments LLC4,796$324K0.0%-18.8%0.037%
4/21/2025Sterling Investment Counsel LLC5,521$373K0.1%+21.2%0.043%
4/18/2025CENTRAL TRUST Co628,798$42.47M1.0%+0.1%4.901%
4/16/2025Founders Grove Wealth Partners LLC4,741$320K0.1%N/A0.037%
4/16/2025Fort Washington Investment Advisors Inc. OH138,103$9.33M0.1%+2.8%1.076%
4/15/2025Corrigan Financial Inc.34,887$2.36M0.5%-6.4%0.272%
4/14/2025Courier Capital LLC11,989$810K0.1%N/A0.093%
4/14/2025Financial Advisory Corp24,075$1.63M0.3%+1.5%0.189%
4/10/2025Firethorn Wealth Partners LLC6,857$463K0.2%-3.7%0.054%
4/10/2025Bremer Bank National Association35,974$2.43M0.4%+1.1%0.283%
4/9/2025Swisher Financial Concepts Inc.3,071$207K0.2%N/A0.024%
4/7/2025Tompkins Financial Corp4,164$281K0.0%+9.8%0.033%
4/3/2025 First Hawaiian Bank10,369$700K0.0%+4.4%0.082%
2/26/2025Financial Advisory Corp23,716$1.68M0.3%N/A0.186%
2/25/2025Heck Capital Advisors LLC360,656$25.55M1.5%N/A2.835%
2/17/2025Silvercrest Asset Management Group LLC9,290$658K0.0%-8.1%0.073%
2/17/2025Cetera Investment Advisers5,547$393K0.0%-15.3%0.044%
2/17/2025Baird Financial Group Inc.53,610$3.80M0.0%-7.8%0.421%
2/17/2025Bank of America Corp DE810,951$57.45M0.0%-0.2%6.375%
2/17/2025Ameriprise Financial Inc.91,035$6.45M0.0%-8.7%0.716%
2/17/2025Aristotle Capital Management LLC92,845$6.58M0.0%+5.5%0.730%
2/14/2025South Plains Financial Inc.10,500$744K0.6%N/A0.083%
2/14/2025Mercer Global Advisors Inc. ADV17,736$1.26M0.0%+7.9%0.139%
2/14/2025Comerica Bank36,031$2.55M0.0%-1.2%0.283%
2/14/2025Firestone Capital Management6,612$468K0.1%+3.2%0.052%
2/14/2025Susquehanna International Group LLP33,478$2.37M0.0%+231.0%0.263%
2/14/2025OneDigital Investment Advisors LLC10,977$778K0.0%+1.9%0.086%
2/14/2025MML Investors Services LLC39,709$2.81M0.0%+2.5%0.312%
2/14/2025Edgar Lomax Co. VA3,363$238K0.0%N/A0.026%
2/14/2025Commerce Bank85,595$6.06M0.0%-7.5%0.673%
2/13/2025Stonehaven Wealth & Tax Solutions LLC17,328$1.23M1.3%N/A0.136%
2/13/2025Dagco Inc.73,300$5.19M1.7%-4.1%0.576%
2/13/2025Mariner LLC35,799$2.54M0.0%-3.4%0.281%
2/13/2025Raymond James Financial Inc.32,321$2.29M0.0%N/A0.254%
2/13/2025Cerity Partners LLC61,237$4.34M0.0%N/A0.481%
2/13/2025Envestnet Asset Management Inc.59,782$4.24M0.0%+2.1%0.470%
2/13/2025Wells Fargo & Company MN157,022$11.12M0.0%+2.7%1.234%
2/13/2025Islay Capital Management LLC10,412$738K0.5%-3.7%0.082%
2/13/2025Smith Moore & CO.5,587$396K0.0%-13.9%0.044%
2/12/2025Nottingham Advisors Inc.12,903$914K0.1%+7.0%0.101%
2/12/2025Fund Evaluation Group LLC373,201$26.44M1.2%+25.0%2.934%
2/12/2025Joseph Group Capital Management6,173$437K0.2%+11.0%0.049%
2/12/2025Brown Brothers Harriman & Co.8,963$635K0.0%+188.2%0.070%
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2/12/2025Sellwood Investment Partners LLC5,376$381K0.2%N/A0.042%
2/12/2025Journey Beyond Wealth LLC7,290$516K0.5%N/A0.057%
2/11/2025Hirtle Callaghan & Co LLC80,375$5.69M0.2%+0.4%0.632%
2/11/2025LPL Financial LLC133,248$9.44M0.0%+31.9%1.048%
2/11/2025Sei Investments Co.55,966$3.97M0.0%-5.8%0.440%
2/11/2025Koss Olinger Consulting LLC36,086$2.56M0.2%-5.8%0.284%
2/10/2025Flagship Wealth Advisors LLC554$39K0.0%N/A0.004%
2/10/2025Polen Capital Management LLC47,625$3.37M0.0%-13.0%0.374%
2/10/2025Atlanta Consulting Group Advisors LLC38,217$2.71M1.0%+0.6%0.300%
2/10/2025Commonwealth Equity Services LLC30,564$2.17M0.0%+7.8%0.240%
(Data available from 1/1/2016 forward)

CATH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CATH shares?

During the previous two years, 157 institutional investors and hedge funds held shares of Global X S&P 500 Catholic Values ETF. The most heavily invested institutionals were Bank of America Corp DE ($57.45M), CENTRAL TRUST Co ($42.47M), Fund Evaluation Group LLC ($32.85M), Vanguard Group Inc. ($24.61M), Truist Financial Corp ($20.59M), BCM Advisors LLC ($16.16M), and Wells Fargo & Company MN ($11.12M).Learn more on Global X S&P 500 Catholic Values ETF's institutional investors.

Which institutional investors have been buying Global X S&P 500 Catholic Values ETF's stock?

Of the 133 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: Bank Julius Baer & Co. Ltd Zurich ($1.44M), Heck Capital Advisors LLC ($721.31K), Bank of Montreal Can ($235.41K), Fund Evaluation Group LLC ($198.79K), Truist Financial Corp ($168.55K), Aristotle Capital Management LLC ($133.53K), and Country Club Bank GFN ($74.60K).

How much institutional buying is happening at Global X S&P 500 Catholic Values ETF?

Institutional investors have bought a total of 1,707,726 shares in the last 24 months. This purchase volume represents approximately $118.98M in transactions.

Which of Global X S&P 500 Catholic Values ETF's major shareholders have been selling company stock?

Of the 60 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: Heck Capital Advisors LLC ($359.23K), Keybank National Association OH ($65.26K), Atlanta Consulting Group Advisors LLC ($38.31K), Country Club Bank ($26.66K), Jane Street Group LLC ($24.33K), McClarren Financial Advisors Inc. ($18.76K), and Venture Visionary Partners LLC ($13.09K).

How much institutional selling is happening at Global X S&P 500 Catholic Values ETF?

Institutional investors have sold a total of 668,457 shares in the last 24 months. This volume of shares sold represents approximately $45.48M in transactions.


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This page (NASDAQ:CATH) was last updated on 7/11/2025 by MarketBeat.com Staff
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