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

$91.86 +0.71 (+0.78%)

As of 03:59 PM Eastern

Number of Institutional Buyers (last 12 months): 86
Total Institutional Inflows (last 12 months): $77.57M

Number of Institutional Sellers (last 12 months): 65
Total Institutional Outflows (last 12 months): $27.07M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/24/2026	Carlson Financial Inc.	3,913	$346K	0.2%	-6.6%	0.027%
8/23/2026	Ameritas Advisory Services LLC	4,545	$402K	0.0%	+25.4%	0.031%
8/21/2026	Firestone Capital Management	7,767	$687K	0.1%	-1.7%	0.053%
8/21/2026	Secure Asset Management LLC	2,771	$245K	0.0%	-6.7%	0.019%
8/21/2026	Independence Bank of Kentucky	4,490	$397K	0.0%	-27.0%	0.031%
8/21/2026	Acorn Wealth Advisors LLC	2,453	$217K	0.0%	N/A	0.017%
7/9/2026	First Bank & Trust	73,966	$6.55M	1.0%	-12.7%	0.514%
7/9/2026	Financial Advisory Corp	24,420	$2.16M	0.3%	-7.8%	0.170%
7/8/2026	Gradient Investments LLC	20,316	$1.80M	0.0%	+1.8%	0.142%
6/3/2026	NewEdge Advisors LLC	5,187	$405K	0.0%	+23.5%	0.037%
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5/27/2026	Security Financial Services INC.	7,962	$622K	0.1%	+15.5%	0.057%
5/19/2026	Bank of America Corp DE	442,550	$34.59M	0.0%	+2.5%	3.152%
5/18/2026	Royal Bank of Canada	73,559	$5.75M	0.0%	+6.4%	0.524%
5/15/2026	Bradley Foster & Sargent Inc. CT	29,024	$2.27M	0.0%	+2.3%	0.207%
5/15/2026	Aristotle Capital Management LLC	125,879	$9.84M	0.0%	-4.1%	0.897%
5/14/2026	Sei Investments Co.	51,374	$4.02M	0.0%	+4.7%	0.366%
5/14/2026	Lido Advisors LLC	6,029	$471K	0.0%	-1.9%	0.043%
5/13/2026	Cetera Investment Advisers	10,456	$817K	0.0%	+33.0%	0.074%
5/13/2026	Alesco Advisors LLC An ESL Co	15,232	$1.19M	0.0%	-3.9%	0.108%
5/7/2026	Planning Alternatives Ltd. ADV	2,568	$201K	0.0%	-5.5%	0.018%
5/7/2026	Spartan Wealth Advisory Services LLC	4,880	$381K	0.0%	N/A	0.035%
5/6/2026	Clifford Swan Investment Counsel LLC	34,706	$2.71M	0.1%	-0.5%	0.247%
5/6/2026	Assetmark Inc.	418	$33K	0.0%	+91.7%	0.003%
5/6/2026	BCM Advisors LLC	236,788	$20.44M	4.0%	+0.1%	1.687%
5/2/2026	Pittenger & Anderson Inc.	2,770	$216K	0.0%	+6.7%	0.020%
5/1/2026	Fifth Third Bancorp	93,138	$7.28M	0.0%	+55.8%	0.663%
5/1/2026	Manning & Napier Advisors LLC	3,720	$282K	0.0%	N/A	0.026%
4/30/2026	Kestra Advisory Services LLC	7,547	$590K	0.0%	+90.4%	0.054%
4/29/2026	Signet Private Wealth LLC	31,475	$2.46M	2.3%	+16.4%	0.224%
4/25/2026	Keybank National Association OH	46,162	$3.61M	0.0%	+0.4%	0.329%
4/23/2026	Sellwood Investment Partners LLC	6,685	$522K	0.2%	+2.0%	0.048%
4/22/2026	Fort Washington Investment Advisors Inc. OH	150,948	$11.80M	0.1%	+2.7%	1.075%
4/21/2026	Dagco Inc.	65,000	$5.08M	1.1%	-8.8%	0.463%
4/18/2026	CENTRAL TRUST Co	553,308	$43.24M	0.9%	-0.2%	3.947%
4/17/2026	Webster Bank N. A.	4,425	$346K	0.0%	+152.9%	0.032%
4/17/2026	Hanson & Doremus Investment Management	9,179	$717K	0.1%	+16.5%	0.065%
4/17/2026	Cornerstone Management Inc.	8,265	$646K	0.1%	+2.0%	0.059%
4/17/2026	Sterling Investment Counsel LLC	4,870	$381K	0.1%	-4.1%	0.035%
4/16/2026	McClarren Financial Advisors Inc.	7,816	$611K	0.4%	+39.8%	0.056%
3/17/2026	Carter Financial LLC	7,556	$621K	0.5%	N/A	0.056%
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3/9/2026	Corient Private Wealth LLC	147,430	$12.12M	0.0%	+134.2%	1.099%
2/19/2026	Corient Private Wealth LLC	147,430	$12.12M	0.0%	+134.2%	1.099%
2/18/2026	Common Fund For Nonprofit Organizations	120,224	$9.89M	0.8%	-2.1%	0.896%
2/17/2026	Cetera Investment Advisers	7,859	$646K	0.0%	+6.7%	0.059%
2/17/2026	Kovack Advisors Inc.	13,080	$1.08M	0.0%	N/A	0.097%
2/17/2026	Osaic Holdings Inc.	13,792	$1.13M	0.0%	-1.2%	0.103%
2/17/2026	Aristotle Capital Management LLC	131,269	$10.79M	0.0%	+46.3%	0.978%
2/17/2026	Captrust Financial Advisors	100,429	$8.26M	0.0%	-4.4%	0.748%
2/17/2026	Royal Bank of Canada	69,116	$5.68M	0.0%	-24.0%	0.515%
2/16/2026	Venture Visionary Partners LLC	9,109	$749K	0.0%	-5.7%	0.068%
2/16/2026	MML Investors Services LLC	34,105	$2.80M	0.0%	+20.6%	0.254%
2/13/2026	Kestra Advisory Services LLC	3,964	$326K	0.0%	+22.9%	0.030%
2/13/2026	Stifel Financial Corp	16,093	$1.32M	0.0%	-8.5%	0.120%
2/13/2026	First National Bank of Omaha	56,125	$4.65M	0.1%	N/A	0.418%
2/13/2026	Wells Fargo & Company MN	169,469	$13.94M	0.0%	-19.4%	1.263%
2/12/2026	Jane Street Group LLC	4,396	$361K	0.0%	N/A	0.033%
2/12/2026	Commonwealth Equity Services LLC	25,455	$2.09M	0.0%	-9.7%	0.190%
2/12/2026	Steward Partners Investment Advisory LLC	31,025	$2.55M	0.0%	-1.4%	0.231%
2/12/2026	Bradley Foster & Sargent Inc. CT	28,362	$2.33M	0.0%	+6.2%	0.211%
2/12/2026	Moneta Group Investment Advisors LLC	5,401	$444K	0.0%	+2.7%	0.040%
2/12/2026	Brown Brothers Harriman & Co.	54,268	$4.46M	0.0%	+5.8%	0.404%
2/12/2026	Kovack Advisors Inc.	13,080	$1.08M	0.1%	N/A	0.097%
2/12/2026	Polen Capital Management LLC	27,566	$2.27M	0.0%	-10.7%	0.205%
2/11/2026	Fund Evaluation Group LLC	685,651	$56.38M	1.9%	-6.5%	5.109%
2/11/2026	Signet Private Wealth LLC	27,032	$2.22M	2.1%	N/A	0.201%
2/11/2026	MCF Advisors LLC	18,727	$1.54M	0.1%	+6.5%	0.140%
2/11/2026	Clifford Swan Investment Counsel LLC	34,876	$2.87M	0.1%	-51.5%	0.260%
2/11/2026	Convergence Financial LLC	3,846	$316K	0.0%	+16.1%	0.029%
2/10/2026	Koss Olinger Consulting LLC	22,041	$1.81M	0.1%	-15.3%	0.164%
2/10/2026	Acorn Wealth Advisors LLC	2,526	$208K	0.1%	N/A	0.019%
2/10/2026	Northwestern Mutual Wealth Management Co.	66,989	$5.51M	0.0%	+120.7%	0.499%
2/10/2026	Savant Capital LLC	37,541	$3.09M	0.0%	-44.2%	0.280%
2/10/2026	Swmg LLC	3,225	$268K	0.1%	N/A	0.024%
2/9/2026	Choate Investment Advisors	18,333	$1.51M	0.0%	-3.8%	0.137%
2/9/2026	HBK Sorce Advisory LLC	23,880	$1.99M	0.0%	N/A	0.178%
2/9/2026	Prospera Financial Services Inc	10,383	$854K	0.0%	-6.8%	0.077%
2/6/2026	Planning Alternatives Ltd. ADV	2,718	$223K	0.0%	-4.8%	0.020%
2/6/2026	MJP Associates Inc. ADV	6,412	$527K	0.1%	+22.8%	0.048%
2/6/2026	Cornerstone Management Inc.	8,099	$666K	0.1%	-6.7%	0.060%
2/5/2026	Dana Investment Advisors Inc.	8,398	$691K	0.0%	+27.4%	0.063%
2/5/2026	Bank Julius Baer & Co. Ltd Zurich	1,952	$160K	0.0%	-20.2%	0.015%
2/5/2026	Allworth Financial LP	81,979	$6.74M	0.0%	+6.5%	0.611%
2/4/2026	Ameritas Advisory Services LLC	3,641	$299K	0.0%	+430.8%	0.027%
2/4/2026	Independent Advisor Alliance	3,458	$284K	0.0%	N/A	0.026%
2/4/2026	Win Advisors Inc.	9,905	$814K	0.3%	N/A	0.074%
2/4/2026	Advisor OS LLC	18,080	$1.49M	0.1%	+7.2%	0.135%
2/3/2026	International Assets Investment Management LLC	659	$54K	0.0%	N/A	0.005%
2/3/2026	RFG Advisory LLC	8,771	$721K	0.0%	+12.4%	0.065%
2/2/2026	Truist Financial Corp	272,070	$22.37M	0.0%	-0.1%	2.027%
2/2/2026	CENTRAL TRUST Co	554,409	$45.59M	0.9%	-0.5%	4.131%
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2/2/2026	Fifth Third Bancorp	59,762	$4.91M	0.0%	-2.0%	0.445%
1/30/2026	Keybank National Association OH	45,982	$3.78M	0.0%	-1.4%	0.343%
1/29/2026	Comerica Bank	31,145	$2.56M	0.0%	-1.2%	0.232%
1/29/2026	UBS Group AG	24,817	$2.04M	0.0%	+4.1%	0.185%
1/28/2026	N.E.W. Advisory Services LLC	842	$69K	0.0%	+93.1%	0.006%
1/28/2026	OLD National Bancorp IN	29,909	$2.46M	0.0%	-15.4%	0.223%
1/28/2026	Alesco Advisors LLC	15,847	$1.30M	0.0%	-1.1%	0.118%
1/27/2026	Financial Advisory Corp	25,346	$2.08M	0.3%	+1.6%	0.189%
1/27/2026	Security Financial Services INC.	6,892	$567K	0.1%	+21.9%	0.051%
1/26/2026	Sellwood Investment Partners LLC	6,554	$539K	0.2%	+23.0%	0.049%

CATH Institutional Ownership - Frequently Asked Questions

During the previous two years, 184 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 162 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), Sound View Wealth Advisors Group LLC ($114.57K), Captrust Financial Advisors ($105K), Raymond James Financial Inc. ($69.07K), and Cerity Partners LLC ($61.24K).

Institutional investors have bought a total of 952,876 shares in the last 24 months. This purchase volume represents approximately $77.57M in transactions.

Of the 65 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), Envestnet Asset Management Inc. ($15.01K), and Country Club Bank ($13.32K).

Institutional investors have sold a total of 330,137 shares in the last 24 months. This volume of shares sold represents approximately $27.07M in transactions.

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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 8/24/2026. New 13F filings are added each quarter as they're published.

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

CATH Institutional Buying and Selling by Quarter

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

CATH Institutional Ownership - Frequently Asked Questions

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

Institutional Ownership Changes (13F Filings) for Global X S&P 500 Catholic Values ETF (NASDAQ:CATH)

CATH Institutional Buying and Selling by Quarter

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

CATH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CATH shares?

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

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

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

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

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