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

$68.01

+0.31 (+0.46%)

(As of 11:21 AM ET)

Number of Institutional Buyers (last 12 months): 67
Total Institutional Inflows (last 12 months): $44.83M

Number of Institutional Sellers (last 12 months): 39
Total Institutional Outflows (last 12 months): $36.02M

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CATH Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/27/2024	Dana Investment Advisors Inc.	4,788	$313K	0.0%	+14.9%	0.036%
8/21/2024	Truist Financial Corp	207,382	$13.56M	0.0%	+119.3%	1.538%
8/16/2024	Northwestern Mutual Wealth Management Co.	20,848	$1.36M	0.0%	+7.1%	0.155%
8/16/2024	Creative Planning	24,024	$1.57M	0.0%	-2.4%	0.178%
8/14/2024	Bank of Montreal Can	78,333	$5.17M	0.0%	-2.5%	0.581%
8/13/2024	Thrivent Financial for Lutherans	11,005	$720K	0.0%	-6.7%	0.082%
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8/13/2024	Sei Investments Co.	58,002	$3.79M	0.0%	-2.1%	0.430%
8/13/2024	Bridges Investment Management Inc.	3,779	$247K	0.0%	N/A	0.028%
8/13/2024	Joseph Group Capital Management	3,897	$255K	0.1%	-28.4%	0.029%
8/12/2024	Mercer Global Advisors Inc. ADV	16,012	$1.05M	0.0%	-16.0%	0.119%
8/8/2024	Envestnet Asset Management Inc.	57,050	$3.73M	0.0%	-5.1%	0.423%
8/8/2024	HHM Wealth Advisors LLC	4,561	$298K	0.0%	+7.6%	0.034%
8/7/2024	Clifford Swan Investment Counsel LLC	41,030	$2.68M	0.1%	-0.4%	0.304%
8/7/2024	PFG Investments LLC	3,631	$237K	0.0%	N/A	0.027%
8/6/2024	Fund Evaluation Group LLC	397,928	$26.02M	1.6%	+2.8%	2.952%
8/6/2024	Koss Olinger Consulting LLC	45,093	$2.95M	0.3%	N/A	0.335%
8/6/2024	Advisor OS LLC	18,914	$1.24M	0.1%	+1.1%	0.140%
8/5/2024	MCF Advisors LLC	18,591	$1.22M	0.1%	-2.6%	0.138%
8/3/2024	Nottingham Advisors Inc.	12,096	$791K	0.1%	-5.1%	0.090%
8/2/2024	Foundations Investment Advisors LLC	11,588	$758K	0.0%	N/A	0.086%
8/2/2024	Cozad Asset Management Inc.	3,295	$215K	0.0%	-9.0%	0.025%
7/31/2024	Commonwealth Equity Services LLC	29,978	$1.96M	0.0%	+8.6%	0.224%
7/29/2024	UMB Bank n.a.	5,424	$355K	0.0%	+69.5%	0.040%
7/29/2024	Smith Chas P & Associates PA Cpas	12,400	$811K	0.0%	-10.8%	0.092%
7/26/2024	McClarren Financial Advisors Inc.	392	$26K	0.0%	-96.7%	0.003%
7/26/2024	Cambridge Investment Research Advisors Inc.	28,283	$1.85M	0.0%	+34.2%	0.211%
7/26/2024	Shaker Investments LLC OH	3,060	$200K	0.1%	N/A	0.023%
7/22/2024	Fifth Third Bancorp	58,215	$3.81M	0.0%	-0.6%	0.435%
7/19/2024	Oakworth Capital Inc.	12,257	$802K	0.1%	+12.2%	0.092%
7/17/2024	Human Investing LLC	7,683	$502K	0.1%	-4.5%	0.057%
7/17/2024	FinDec Wealth Services Inc.	3,847	$252K	0.2%	-10.7%	0.029%
7/17/2024	Country Club Bank	96,015	$6.31M	0.4%	-5.7%	0.718%
7/16/2024	Bremer Bank National Association	39,916	$2.61M	0.5%	+0.5%	0.299%
7/13/2024	Pioneer Wealth Management Group	3,479	$227K	0.1%	N/A	0.026%
7/10/2024	CWM LLC	114,301	$7.48M	0.0%	+6.4%	0.853%
7/9/2024	Lynx Investment Advisory	1,059	$69K	0.1%	N/A	0.008%
5/17/2024	Comerica Bank	41,352	$2.63M	0.0%	+0.4%	0.313%
5/11/2024	Jacobi Capital Management LLC	5,000	$318K	0.0%	N/A	0.038%
5/11/2024	Hirtle Callaghan & Co LLC	102,033	$6.49M	0.3%	-63.9%	0.773%
5/9/2024	Koshinski Asset Management Inc.	5,441	$346K	0.0%	N/A	0.041%
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5/7/2024	Choate Investment Advisors	18,715	$1.19M	0.0%	-5.2%	0.142%
5/7/2024	Sei Investments Co.	59,243	$3.77M	0.0%	-16.2%	0.449%
5/3/2024	Commerce Bank	89,515	$5.70M	0.0%	+0.6%	0.678%
5/2/2024	Haverford Trust Co	63,033	$4.01M	0.0%	+48.6%	0.478%
4/26/2024	Northwest Bancshares Inc.	47,390	$3.02M	0.5%	+7.4%	0.360%
4/25/2024	Human Investing LLC	8,045	$512K	0.1%	-4.4%	0.061%
4/25/2024	BCM Advisors LLC	246,163	$15.10M	3.8%	+0.2%	1.868%
4/24/2024	CENTRAL TRUST Co	652,874	$41.55M	1.0%	+0.5%	4.954%
4/23/2024	Gradient Investments LLC	14,876	$947K	0.0%	-8.9%	0.113%
4/23/2024	Fifth Third Bancorp	58,586	$3.73M	0.0%	-4.4%	0.445%
4/23/2024	Raymond James Financial Services Advisors Inc.	21,485	$1.37M	0.0%	-51.5%	0.163%
4/22/2024	Corrigan Financial Inc.	37,544	$2.39M	0.6%	-6.9%	0.285%
4/22/2024	Oakworth Capital Inc.	10,922	$695K	0.1%	+36.8%	0.083%
4/18/2024	WESPAC Advisors SoCal LLC	11,862	$755K	0.2%	-6.7%	0.090%
4/17/2024	First Bank & Trust	79,722	$5.07M	1.0%	-35.3%	0.605%
4/16/2024	MCF Advisors LLC	19,091	$1.22M	0.1%	-2.0%	0.145%
4/15/2024	Janiczek Wealth Management LLC	60,717	$3.86M	0.8%	+8.9%	0.461%
4/11/2024	MJP Associates Inc. ADV	6,135	$390K	0.1%	+3.7%	0.047%
4/11/2024	RFG Advisory LLC	6,335	$403K	0.0%	-4.8%	0.048%
4/9/2024	Montecito Bank & Trust	6,765	$431K	0.1%	+9.3%	0.051%
3/7/2024	Objective Capital Management LLC	3,750	$217K	0.2%	N/A	0.028%
3/1/2024	Pineridge Advisors LLC	664	$39K	0.0%	N/A	0.005%
2/20/2024	Polen Capital Management LLC	5,388	$312K	0.0%	-22.0%	0.041%
2/13/2024	Hirtle Callaghan & Co LLC	282,367	$16.37M	0.7%	-10.3%	2.146%
2/13/2024	Polen Capital Management LLC	5,388	$312K	0.0%	-22.0%	0.041%
2/12/2024	Focus Financial Network Inc. ADV	8,329	$486K	0.0%	N/A	0.063%
2/9/2024	Commerce Bank	88,975	$5.16M	0.0%	+0.8%	0.676%
2/9/2024	Wells Fargo & Company MN	147,541	$8.56M	0.0%	+1.2%	1.121%
2/8/2024	Haverford Trust Co	42,428	$2.46M	0.0%	+57.0%	0.322%
2/8/2024	Advisor OS LLC	21,131	$1.23M	0.2%	+26.2%	0.161%
2/7/2024	Principal Securities Inc.	795	$46K	0.0%	N/A	0.006%
2/7/2024	FinDec Wealth Services Inc.	4,816	$279K	0.2%	N/A	0.037%
2/6/2024	Private Advisor Group LLC	5,979	$347K	0.0%	-17.2%	0.045%
2/6/2024	GUNN & Co INVESTMENT MANAGEMENT INC.	13,900	$806K	0.1%	N/A	0.106%
2/6/2024	Clifford Swan Investment Counsel LLC	41,195	$2.39M	0.1%	-1.1%	0.313%
2/5/2024	Savant Capital LLC	42,904	$2.49M	0.0%	+2.1%	0.326%
2/5/2024	Firestone Capital Management	5,682	$330K	0.1%	+3.8%	0.043%
2/5/2024	Islay Capital Management LLC	11,189	$649K	0.5%	+25.0%	0.085%
2/5/2024	Cozad Asset Management Inc.	3,620	$210K	0.0%	N/A	0.028%
2/2/2024	Truist Financial Corp	105,584	$6.12M	0.0%	+3.2%	0.802%
2/2/2024	McClarren Financial Advisors Inc.	8,148	$473K	0.4%	+2.8%	0.062%
2/1/2024	MCF Advisors LLC	19,477	$1.13M	0.1%	+0.9%	0.148%
2/1/2024	CWM LLC	100,388	$5.82M	0.0%	+8.7%	0.763%
1/31/2024	BCM Advisors LLC	245,554	$14.64M	3.9%	+1.6%	1.866%
1/31/2024	Oakworth Capital Inc.	7,982	$463K	0.0%	N/A	0.061%
1/25/2024	RFG Advisory LLC	6,656	$386K	0.0%	-8.9%	0.051%
1/25/2024	WESPAC Advisors SoCal LLC	12,712	$737K	0.2%	-1.5%	0.097%
1/25/2024	Firethorn Wealth Partners LLC	8,540	$495K	0.3%	+3.1%	0.065%
1/24/2024	Stratos Wealth Partners LTD.	4,079	$237K	0.0%	N/A	0.031%
1/24/2024	CENTRAL TRUST Co	649,638	$37.67M	1.0%	-4.4%	4.936%
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1/24/2024	Venture Visionary Partners LLC	14,118	$819K	0.0%	-1.4%	0.107%
1/24/2024	Allworth Financial LP	43,217	$2.51M	0.0%	+2.1%	0.328%
1/23/2024	Planning Alternatives Ltd. ADV	3,451	$200K	0.0%	N/A	0.026%
1/23/2024	UMB Bank n.a.	3,200	$186K	0.0%	+33.3%	0.024%
1/23/2024	Capital Planning LLC	3,689	$215K	0.1%	N/A	0.028%
1/22/2024	Country Club Bank GFN	80,950	$4.71M	0.4%	+40.5%	0.615%
1/19/2024	Fifth Third Bancorp	61,289	$3.55M	0.0%	+32.2%	0.462%
1/19/2024	Cornerstone Management Inc.	8,198	$475K	0.1%	-18.3%	0.062%
1/18/2024	Gradient Investments LLC	16,326	$947K	0.0%	+7.5%	0.123%
1/16/2024	Raymond James Financial Services Advisors Inc.	44,308	$2.57M	0.0%	+7.9%	0.334%

(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, 117 institutional investors and hedge funds held shares of Global X S&P 500 Catholic Values ETF. The most heavily invested institutionals were CENTRAL TRUST Co ($41.55M), Bank of America Corp DE ($36.37M), Fund Evaluation Group LLC ($26.02M), Vanguard Group Inc. ($24.61M), BCM Advisors LLC ($15.10M), Truist Financial Corp ($13.56M), and Wells Fargo & Company MN ($8.56M).Learn more on CATH's institutional investors.
Which institutional investors have been buying Global X S&P 500 Catholic Values ETF stock?: Of the 104 institutional investors that purchased Global X S&P 500 Catholic Values ETF 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), CENTRAL TRUST Co ($658.52K), Truist Financial Corp ($366.07K), Bank of Montreal Can ($239.66K), Aristotle Capital Management LLC ($128.69K), Polen Capital Management LLC ($114.87K), and Fund Evaluation Group LLC ($80.91K).
How much institutional buying is happening at Global X S&P 500 Catholic Values ETF?: Institutional investors have bought a total of 4,066,317 shares in the last 24 months. This purchase volume represents approximately $287.19M in transactions.

Which Global X S&P 500 Catholic Values ETF major shareholders have been selling company stock?: Of the 56 institutional investors that sold Global X S&P 500 Catholic Values ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hirtle Callaghan & Co LLC ($214.48K), Truist Financial Corp ($174.63K), Fifth Third Bancorp ($84.35K), Dagco Inc. ($70.72K), CENTRAL TRUST Co ($60.08K), Polen Capital Management LLC ($52.82K), and First Bank & Trust ($43.50K).
How much institutional selling is happening at Global X S&P 500 Catholic Values ETF?: Institutional investors have sold a total of 951,413 shares in the last 24 months. This volume of shares sold represents approximately $59.40M in transactions.