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

Global X S&P 500 Catholic Values ETF logo
$87.01 +0.71 (+0.82%)
As of 03:54 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)
115
Total
Institutional Inflows
(last 12 months)
$96.79M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$86.27M
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Skip Chart & View Institutional Buying and Selling Data

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
5/2/2026 Pittenger & Anderson Inc.2,770$216K0.0%+6.7%0.020%
5/1/2026 Fifth Third Bancorp93,138$7.28M0.0%+55.8%0.663%
5/1/2026 Manning & Napier Advisors LLC3,720$282K0.0%N/A0.026%
4/30/2026 Kestra Advisory Services LLC7,547$590K0.0%+90.4%0.054%
4/29/2026 Signet Private Wealth LLC31,475$2.46M2.3%+16.4%0.224%
4/25/2026 Keybank National Association OH46,162$3.61M0.0%+0.4%0.329%
4/23/2026 Sellwood 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%
4/18/2026 CENTRAL 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%
4/17/2026 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%
2/16/2026Venture Visionary Partners LLC9,109$749K0.0%-5.7%0.068%
2/16/2026MML Investors Services LLC34,105$2.80M0.0%+20.6%0.254%
2/13/2026 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%
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%
2/11/2026 Signet 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%
2/10/2026 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%
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%
2/4/2026 Win 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%
2/2/2026 Truist Financial Corp272,070$22.37M0.0%-0.1%2.027%
2/2/2026 CENTRAL TRUST Co554,409$45.59M0.9%-0.5%4.131%
2/2/2026 Fifth Third Bancorp59,762$4.91M0.0%-2.0%0.445%
1/30/2026 Keybank 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%
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%
1/27/2026Security Financial Services INC.6,892$567K0.1%+21.9%0.051%
1/26/2026 Sellwood 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%
1/23/2026 Natural 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%
1/23/2026 Capital & Planning LLC4,937$408K1.9%+34.9%0.037%
1/23/2026 Journey Beyond Wealth LLC8,143$670K0.5%+16.7%0.061%
1/22/2026 Fiduciary Alliance LLC2,560$211K0.0%N/A0.019%
1/21/2026 Naviter Wealth LLC2,880$238K0.0%N/A0.022%
1/21/2026 Sound Income Strategies LLC1,335$111K0.0%N/A0.010%
1/21/2026 MBE Wealth Management LLC8,036$661K0.3%+6.3%0.060%
1/20/2026 Secure Asset Management LLC3,007$247K0.0%N/A0.022%
1/20/2026 Hanson & Doremus Investment Management7,881$648K0.1%+6.4%0.059%
1/20/2026 Stratos Wealth Partners LTD.4,245$349K0.0%+9.4%0.032%
1/20/2026 Trust Co. of Toledo NA OH37,456$3.08M0.3%-4.8%0.280%
1/13/2026 Fort Washington Investment Advisors Inc. OH146,948$12.08M0.1%+1.9%1.102%
1/12/2026 Founders Grove Wealth Partners LLC6,622$545K0.1%+14.6%0.050%
1/8/2026Sound View Wealth Advisors Group LLC114,379$9.41M0.6%-0.2%0.857%
1/8/2026 Wealth Enhancement Advisory Services LLC3,234$270K0.0%+12.6%0.024%
1/6/2026 Farmers Trust Co.3,002$247K0.0%N/A0.023%
1/5/2026 First Hawaiian Bank9,720$799K0.1%-6.3%0.073%
12/2/2025Allworth Financial LP76,964$6.24M0.0%+4.6%0.577%
12/2/2025 IFP Advisors Inc327$27K0.0%-94.0%0.002%


CATH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CATH shares?

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), Bank of America Corp DE ($45.87M), CENTRAL TRUST Co ($43.24M), Truist Financial Corp ($22.37M), BCM Advisors LLC ($19.60M), 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.

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

Of the 163 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).

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

Institutional investors have bought a total of 1,215,728 shares in the last 24 months. This purchase volume represents approximately $96.79M in transactions.

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

Of the 66 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), 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 ($37.47K), and Royal Bank of Canada ($29.87K).

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

Institutional investors have sold a total of 1,158,408 shares in the last 24 months. This volume of shares sold represents approximately $86.27M in transactions.


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This page (NASDAQ:CATH) was last updated on 5/5/2026 by MarketBeat.com Staff.
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