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

Global X S&P 500 Catholic Values ETF logo
$87.56 -0.09 (-0.10%)
As of 02:38 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)
99
Total
Institutional Inflows
(last 12 months)
$86.03M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$60.98M
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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
7/9/2026 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%
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%
5/6/2026Assetmark Inc.418$33K0.0%+91.7%0.003%
5/6/2026BCM Advisors LLC236,788$20.44M4.0%+0.1%1.687%
5/2/2026Pittenger & 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%
4/30/2026Kestra 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%
4/17/2026 Webster Bank N. A.4,425$346K0.0%+152.9%0.032%
4/17/2026Hanson & 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%
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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%
2/16/2026Venture Visionary Partners LLC9,109$749K0.0%-5.7%0.068%
2/16/2026MML Investors Services LLC34,105$2.80M0.0%+20.6%0.254%
2/13/2026Kestra 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%
2/12/2026Commonwealth 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%
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%
2/11/2026MCF 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%
2/11/2026Convergence Financial LLC3,846$316K0.0%+16.1%0.029%
2/10/2026Koss Olinger Consulting LLC22,041$1.81M0.1%-15.3%0.164%
2/10/2026Acorn 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%
2/10/2026Savant Capital LLC37,541$3.09M0.0%-44.2%0.280%
2/10/2026 Swmg LLC3,225$268K0.1%N/A0.024%
2/9/2026Choate Investment Advisors18,333$1.51M0.0%-3.8%0.137%
2/9/2026HBK Sorce Advisory LLC23,880$1.99M0.0%N/A0.178%
2/9/2026 Prospera Financial Services Inc10,383$854K0.0%-6.8%0.077%
2/6/2026Planning Alternatives Ltd. ADV2,718$223K0.0%-4.8%0.020%
2/6/2026MJP Associates Inc. ADV6,412$527K0.1%+22.8%0.048%
2/6/2026 Cornerstone Management Inc.8,099$666K0.1%-6.7%0.060%
2/5/2026Dana Investment Advisors Inc.8,398$691K0.0%+27.4%0.063%
2/5/2026Bank Julius Baer & Co. Ltd Zurich1,952$160K0.0%-20.2%0.015%
2/5/2026Allworth Financial LP81,979$6.74M0.0%+6.5%0.611%
2/4/2026Ameritas Advisory Services LLC3,641$299K0.0%+430.8%0.027%
2/4/2026Independent Advisor Alliance3,458$284K0.0%N/A0.026%
2/4/2026Win Advisors Inc.9,905$814K0.3%N/A0.074%
2/4/2026Advisor OS LLC18,080$1.49M0.1%+7.2%0.135%
2/3/2026 International Assets Investment Management LLC659$54K0.0%N/A0.005%
2/3/2026 RFG Advisory LLC8,771$721K0.0%+12.4%0.065%
2/2/2026Truist Financial Corp272,070$22.37M0.0%-0.1%2.027%
2/2/2026CENTRAL TRUST Co554,409$45.59M0.9%-0.5%4.131%
2/2/2026Fifth Third Bancorp59,762$4.91M0.0%-2.0%0.445%
1/30/2026Keybank National Association OH45,982$3.78M0.0%-1.4%0.343%
1/29/2026Comerica Bank31,145$2.56M0.0%-1.2%0.232%
1/29/2026UBS Group AG24,817$2.04M0.0%+4.1%0.185%
1/28/2026N.E.W. Advisory Services LLC842$69K0.0%+93.1%0.006%
1/28/2026 OLD National Bancorp IN29,909$2.46M0.0%-15.4%0.223%
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1/28/2026Alesco Advisors LLC15,847$1.30M0.0%-1.1%0.118%
1/27/2026 Financial Advisory Corp25,346$2.08M0.3%+1.6%0.189%
1/27/2026 Security Financial Services INC.6,892$567K0.1%+21.9%0.051%
1/26/2026Sellwood Investment Partners LLC6,554$539K0.2%+23.0%0.049%
1/26/2026BCM Advisors LLC236,557$19.60M3.9%+0.2%1.765%
1/26/2026CWM LLC147,621$12.14M0.0%+1.2%1.102%
1/23/2026Stonehaven Wealth & Tax Solutions LLC24,600$2.02M1.8%-1.4%0.184%
1/23/2026Natural Investments LLC3,543$291K0.1%N/A0.026%
1/23/2026 Webster Bank N. A.1,750$144K0.0%N/A0.013%
1/23/2026 Aspect Partners LLC1,766$145K0.1%+27.1%0.013%


CATH Institutional Ownership - Frequently Asked Questions

During the previous two years, 185 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), Wells Fargo & Company MN ($13.94M), and CWM LLC ($12.14M).Learn more on Global X S&P 500 Catholic Values ETF's institutional investors.

Of the 164 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 ($198.79K), Corient Private Wealth LLC ($176.13K), Truist Financial Corp ($166.08K), Sound View Wealth Advisors Group LLC ($114.57K), Captrust Financial Advisors ($105K), and Raymond James Financial Inc. ($69.07K).

Institutional investors have bought a total of 1,065,599 shares in the last 24 months. This purchase volume represents approximately $86.03M in transactions.

Of the 69 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: Bank of America Corp DE ($342.39K), CENTRAL TRUST Co ($75.66K), Fund Evaluation Group LLC ($57.89K), Wells Fargo & Company MN ($40.73K), Clifford Swan Investment Counsel LLC ($37.14K), Savant Capital LLC ($29.79K), and Royal Bank of Canada ($21.82K).

Institutional investors have sold a total of 779,971 shares in the last 24 months. This volume of shares sold represents approximately $60.98M in transactions.


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This page (NASDAQ:CATH) was last updated on 7/27/2026 by MarketBeat.com Staff.
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