Free Trial
→ I was wrong about Trump (From Porter & Company) (Ad) Free CATH Stock Alerts

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

Global X S&P 500 Catholic Values ETF logo
$75.88 -0.41 (-0.54%)
Closing price 07/11/2025 04:00 PM Eastern
Extended Trading
$75.93 +0.05 (+0.07%)
As of 07/11/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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)
$118.81M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$45.48M
Get CATH Insider Trade Alerts

Want to know when executives and insiders are buying or selling Global X S&P 500 Catholic Values ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Financial Advisory Corp24,783$1.87M0.3%+2.9%0.194%
7/10/2025 Wealth Enhancement Advisory Services LLC2,872$219K0.0%N/A0.023%
7/10/2025 Tompkins 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%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
4/29/2025Envestnet Asset Management Inc.59,985$4.05M0.0%+0.3%0.464%
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%
4/7/2025 Tompkins 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%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
2/12/2025Brown Brothers Harriman & Co.8,963$635K0.0%+188.2%0.070%
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%
(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 1,704,955 shares in the last 24 months. This purchase volume represents approximately $118.81M 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.


Related Companies

This page (NASDAQ:CATH) was last updated on 7/13/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Hedge fund legend humiliates Bitcoin traders
Larry Benedict made $274 million trading on Wall Street… Barron’s ranked his hedge fund in the top 1% world...
Brownstone Research | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
Trump’s New Order Could Boost Social Security Benefits by 400%
If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...
InvestorPlace | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored