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

Global X S&P 500 Catholic Values ETF logo
$79.17 +0.18 (+0.23%)
Closing price 03:59 PM Eastern
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$79.16 -0.02 (-0.02%)
As of 04:49 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)
111
Total
Institutional Inflows
(last 12 months)
$122.55M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$78.29M
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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
9/4/2025Osaic Holdings Inc.15,338$1.16M0.0%-15.5%0.120%
8/27/2025Barnes Wealth Management Group Inc2,884$218K0.1%N/A0.022%
8/26/2025Thrivent Financial for Lutherans8,270$624K0.0%-21.6%0.064%
8/18/2025N.E.W. Advisory Services LLC436$33K0.0%-50.0%0.003%
8/15/2025Corient Private Wealth LLC132,930$10.03M0.0%+2.8%1.036%
8/15/2025Snowden Capital Advisors LLC2,900$220K0.0%N/A0.023%
8/15/2025MML Investors Services LLC36,862$2.78M0.0%-5.2%0.287%
8/15/2025Curi Capital LLC20,684$1.57M0.0%+491.5%0.161%
8/15/2025Bank of America Corp DE541,271$40.84M0.0%-38.7%4.219%
8/15/2025Ameriprise Financial Inc.90,833$6.85M0.0%+0.4%0.708%
8/14/2025Raymond James Financial Inc.29,917$2.26M0.0%-6.2%0.233%
8/14/2025Becker Capital Management Inc.3,355$254K0.0%-12.5%0.026%
8/14/2025Sei Investments Co.53,557$4.04M0.0%-3.6%0.417%
8/13/2025Brown Advisory Inc.18,656$1.41M0.0%+5.1%0.145%
8/13/2025EverSource Wealth Advisors LLC3,892$294K0.0%+29.3%0.030%
8/13/2025Northwestern Mutual Wealth Management Co.28,732$2.17M0.0%+6.9%0.224%
8/12/2025Financial Advocates Investment Management4,062$306K0.0%+4.7%0.032%
8/12/2025Steward Partners Investment Advisory LLC32,199$2.43M0.0%-0.8%0.251%
8/12/2025Bank Julius Baer & Co. Ltd Zurich1,475$111K0.0%-33.6%0.011%
8/11/2025HHM Wealth Advisors LLC4,706$355K0.0%+15.3%0.037%
8/8/2025Cetera Investment Advisers7,041$531K0.0%+29.8%0.055%
8/8/2025MJP Associates Inc. ADV5,219$394K0.1%-13.1%0.041%
8/8/2025Creative Planning36,408$2.75M0.0%+21.6%0.284%
8/7/2025Fund Evaluation Group LLC476,073$35.92M1.4%-2.1%3.711%
8/7/2025CENTRAL TRUST Co556,980$42.02M1.0%-11.4%4.341%
8/7/2025Allworth Financial LP73,558$5.55M0.0%+33.0%0.573%
8/6/2025Prospera Financial Services Inc11,184$844K0.0%+3.5%0.087%
8/6/2025Savant Capital LLC66,333$5.01M0.0%+133.9%0.517%
8/4/2025Savvy Advisors Inc.3,861$291K0.0%N/A0.030%
8/4/2025Keybank National Association OH48,145$3.63M0.0%-7.2%0.375%
8/4/2025Human Investing LLC9,940$750K0.1%+6.2%0.077%
8/1/2025Koss Olinger Consulting LLC26,017$1.96M0.2%-27.9%0.203%
8/1/2025Envestnet Asset Management Inc.57,385$4.33M0.0%-4.3%0.447%
7/31/2025Cornerstone Management Inc.8,835$667K0.1%+16.8%0.069%
7/30/2025BCM Advisors LLC241,587$18.68M4.0%+2.8%1.883%
7/29/2025Mutual of America Capital Management LLC4,155$313K0.0%N/A0.032%
7/28/2025Bridges Investment Management Inc.4,216$318K0.0%+4.1%0.033%
7/28/2025Courier Capital LLC11,757$887K0.1%-1.9%0.092%
7/28/2025Founders Grove Wealth Partners LLC6,416$484K0.1%+35.3%0.050%
7/28/2025RFG Advisory LLC7,571$571K0.0%+27.8%0.059%
7/25/2025NorthRock Partners LLC11,055$837K0.0%N/A0.086%
7/25/2025CWM LLC148,204$11.18M0.0%+2.1%1.158%
7/25/2025Johnson Investment Counsel Inc.2,805$212K0.0%N/A0.022%
7/24/2025Trust Co. of Toledo NA OH41,788$3.15M0.3%N/A0.326%
7/24/2025IFP Advisors Inc5,470$413K0.0%-3.1%0.043%
7/24/2025True Link Financial Advisors LLC2,854$215K0.0%-7.8%0.022%
7/23/2025Country Club Bank84,755$6.34M0.4%+12.8%0.662%
7/22/2025OLD National Bancorp IN35,974$2.71M0.0%N/A0.280%
7/22/2025Journey Beyond Wealth LLC7,105$536K0.5%-2.5%0.055%
7/21/2025Ameritas Advisory Services LLC3,433$259K0.0%+5.6%0.027%
7/18/2025Truist Financial Corp271,579$20.49M0.0%-2.2%2.113%
7/17/2025Alliance Wealth Advisors LLC3,096$234K0.1%N/A0.024%
7/17/2025Independence Bank of Kentucky6,150$464K0.1%-30.5%0.048%
7/17/2025Fort Washington Investment Advisors Inc. OH142,830$10.78M0.1%+3.4%1.112%
7/15/2025Fifth Third Bancorp61,009$4.60M0.0%+0.6%0.478%
7/11/2025Financial Advisory Corp24,783$1.87M0.3%+2.9%0.194%
7/10/2025Wealth Enhancement Advisory Services LLC2,872$219K0.0%N/A0.023%
7/10/2025Tompkins Financial Corp5,038$380K0.0%+21.0%0.039%
7/9/2025Alesco Advisors LLC16,022$1.21M0.0%+1.2%0.126%
7/9/2025MassMutual Private Wealth & Trust FSB400$30K0.0%N/A0.003%
6/4/2025First 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%
5/12/2025Alesco 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%
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%
(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, 169 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 ($42.02M), Bank of America Corp DE ($40.84M), Fund Evaluation Group LLC ($35.92M), Vanguard Group Inc. ($24.61M), Truist Financial Corp ($20.49M), BCM Advisors LLC ($18.68M), and CWM LLC ($11.18M).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 144 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), Truist Financial Corp ($168.55K), Aristotle Capital Management LLC ($133.53K), BCM Advisors LLC ($75.98K), Raymond James Financial Inc. ($64.64K), and Cerity Partners LLC ($61.24K).

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

Institutional investors have bought a total of 1,726,997 shares in the last 24 months. This purchase volume represents approximately $122.55M in transactions.

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

Of the 64 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 ($343.82K), CENTRAL TRUST Co ($73.36K), Keybank National Association OH ($68.98K), Atlanta Consulting Group Advisors LLC ($38.31K), Jane Street Group LLC ($24.33K), and Country Club Bank ($20.89K).

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

Institutional investors have sold a total of 1,098,853 shares in the last 24 months. This volume of shares sold represents approximately $78.29M in transactions.


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This page (NASDAQ:CATH) was last updated on 9/9/2025 by MarketBeat.com Staff
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