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

Global X S&P 500 Catholic Values ETF logo
$68.62 +0.01 (+0.01%)
As of 12:13 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)
85
Total
Institutional Inflows
(last 12 months)
$106.14M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$31.01M
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/26/2025 Financial Advisory Corp23,716$1.68M0.3%N/A0.186%
2/25/2025 Heck Capital Advisors LLC360,656$25.55M1.5%N/A2.835%
2/17/2025 Silvercrest Asset Management Group LLC9,290$658K0.0%-8.1%0.073%
2/17/2025 Cetera Investment Advisers5,547$393K0.0%-15.3%0.044%
2/17/2025 Baird Financial Group Inc.53,610$3.80M0.0%-7.8%0.421%
2/17/2025 Bank of America Corp DE810,951$57.45M0.0%-0.2%6.375%
2/17/2025 Ameriprise Financial Inc.91,035$6.45M0.0%-8.7%0.716%
2/17/2025 Aristotle Capital Management LLC92,845$6.58M0.0%+5.5%0.730%
2/14/2025 South Plains Financial Inc.10,500$744K0.6%N/A0.083%
2/14/2025 Mercer Global Advisors Inc. ADV17,736$1.26M0.0%+7.9%0.139%
2/14/2025 Comerica Bank36,031$2.55M0.0%-1.2%0.283%
2/14/2025 Firestone Capital Management6,612$468K0.1%+3.2%0.052%
2/14/2025 Susquehanna International Group LLP33,478$2.37M0.0%+231.0%0.263%
2/14/2025 OneDigital Investment Advisors LLC10,977$778K0.0%+1.9%0.086%
2/14/2025 MML Investors Services LLC39,709$2.81M0.0%+2.5%0.312%
2/14/2025 Edgar Lomax Co. VA3,363$238K0.0%N/A0.026%
2/14/2025 Commerce Bank85,595$6.06M0.0%-7.5%0.673%
2/13/2025 Stonehaven Wealth & Tax Solutions LLC17,328$1.23M1.3%N/A0.136%
2/13/2025 Dagco Inc.73,300$5.19M1.7%-4.1%0.576%
2/13/2025 Mariner LLC35,799$2.54M0.0%-3.4%0.281%
2/13/2025 Raymond James Financial Inc.32,321$2.29M0.0%N/A0.254%
2/13/2025 Cerity Partners LLC61,237$4.34M0.0%N/A0.481%
2/13/2025 Envestnet Asset Management Inc.59,782$4.24M0.0%+2.1%0.470%
2/13/2025 Wells Fargo & Company MN157,022$11.12M0.0%+2.7%1.234%
2/13/2025 Islay Capital Management LLC10,412$738K0.5%-3.7%0.082%
2/13/2025 Smith Moore & CO.5,587$396K0.0%-13.9%0.044%
2/12/2025 Nottingham Advisors Inc.12,903$914K0.1%+7.0%0.101%
2/12/2025 Fund Evaluation Group LLC373,201$26.44M1.2%+25.0%2.934%
2/12/2025 Joseph Group Capital Management6,173$437K0.2%+11.0%0.049%
2/12/2025 Brown Brothers Harriman & Co.8,963$635K0.0%+188.2%0.070%
2/12/2025 Sellwood Investment Partners LLC5,376$381K0.2%N/A0.042%
2/12/2025 Journey Beyond Wealth LLC7,290$516K0.5%N/A0.057%
2/11/2025 Hirtle Callaghan & Co LLC80,375$5.69M0.2%+0.4%0.632%
2/11/2025 LPL Financial LLC133,248$9.44M0.0%+31.9%1.048%
2/11/2025 Sei Investments Co.55,966$3.97M0.0%-5.8%0.440%
2/11/2025 Koss Olinger Consulting LLC36,086$2.56M0.2%-5.8%0.284%
2/10/2025 Flagship Wealth Advisors LLC554$39K0.0%N/A0.004%
2/10/2025 Polen Capital Management LLC47,625$3.37M0.0%-13.0%0.374%
2/10/2025 Atlanta Consulting Group Advisors LLC38,217$2.71M1.0%+0.6%0.300%
2/10/2025 Commonwealth Equity Services LLC30,564$2.17M0.0%+7.8%0.240%
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2/7/2025 HighTower Advisors LLC19,043$1.35M0.0%-8.6%0.150%
2/7/2025 Natural Investments LLC3,925$278K0.1%N/A0.031%
2/7/2025 Bank Julius Baer & Co. Ltd Zurich2,806$219K0.0%+66.8%0.022%
2/6/2025 Raymond James Financial Inc.32,321$2.29M0.0%N/A0.254%
2/6/2025 Dana Investment Advisors Inc.5,819$412K0.0%+9.8%0.046%
2/6/2025 Keybank National Association OH117,126$8.30M0.0%+0.5%0.921%
2/6/2025 Steward Partners Investment Advisory LLC32,391$2.30M0.0%+9.1%0.255%
2/6/2025 Alesco Advisors LLC16,828$1.19M0.0%-7.2%0.132%
2/6/2025 Jones Financial Companies Lllp5,257$372K0.0%+128.1%0.041%
2/5/2025 Advisor OS LLC18,627$1.32M0.2%+6.7%0.146%
2/4/2025 IFP Advisors Inc5,465$387K0.0%+38.7%0.043%
2/3/2025 Bradley Foster & Sargent Inc. CT23,868$1.69M0.0%+662.1%0.188%
2/3/2025 Private Advisor Group LLC6,380$452K0.0%+7.1%0.050%
1/31/2025 Atria Wealth Solutions Inc.4,764$339K0.0%+7.7%0.037%
1/31/2025 Truist Financial Corp290,712$20.59M0.0%+22.0%2.285%
1/31/2025 Human Investing LLC8,423$597K0.1%+8.7%0.066%
1/30/2025 Allworth Financial LP47,024$3.45M0.0%+4.8%0.370%
1/29/2025 McClarren Financial Advisors Inc.11,185$792K2.1%+20.9%0.088%
1/29/2025 Focus Financial Network Inc.3,921$279K0.0%-44.4%0.031%
1/29/2025 Savant Capital LLC28,464$2.02M0.0%+2.5%0.224%
1/27/2025 Financial Advocates Investment Management3,908$277K0.0%+5.6%0.031%
1/27/2025 Country Club Bank83,825$5.96M0.4%-9.9%0.659%
1/27/2025 WESPAC Advisors SoCal LLC11,662$826K0.2%-1.7%0.092%
1/24/2025 Cornerstone Management Inc.7,666$543K0.1%-3.5%0.060%
1/24/2025 HHM Wealth Advisors LLC3,686$261K0.0%-19.2%0.029%
1/24/2025 CENTRAL TRUST Co628,104$44.50M1.1%+1.9%4.938%
1/24/2025 Golden State Equity Partners3,025$214K0.0%-8.3%0.024%
1/23/2025 Heck Capital Advisors LLC360,656$25.55M1.7%N/A2.835%
1/23/2025 Synergy Asset Management LLC1,423$99K0.0%N/A0.011%
1/22/2025 Sterling Investment Counsel LLC4,554$323K0.2%-17.5%0.036%
1/22/2025 Foundations Investment Advisors LLC13,185$934K0.0%-3.4%0.104%
1/21/2025 Fifth Third Bancorp60,648$4.30M0.0%+2.9%0.477%
1/21/2025 Firethorn Wealth Partners LLC7,121$504K0.3%+4.1%0.056%
1/21/2025 RFG Advisory LLC5,862$415K0.0%-7.5%0.046%
1/17/2025 MCF Advisors LLC17,395$1.23M0.1%-4.0%0.137%
1/16/2025 Koshinski Asset Management Inc.6,042$428K0.0%+11.0%0.048%
1/16/2025 True Link Financial Advisors LLC3,214$228K0.0%N/A0.025%
1/16/2025 Bremer Bank National Association35,597$2.52M0.5%-1.1%0.280%
1/16/2025 UMB Bank n.a.4,515$320K0.0%-16.8%0.035%
1/15/2025 Ameritas Advisory Services LLC3,584$254K0.0%-4.4%0.028%
1/15/2025 Tompkins Financial Corp3,793$269K0.0%N/A0.030%
1/8/2025 First Hawaiian Bank9,934$704K0.0%N/A0.073%
11/15/2024 MML Investors Services LLC38,750$2.69M0.0%+1.2%0.296%
11/15/2024 Jane Street Group LLC6,718$466K0.0%-78.4%0.051%
11/15/2024 Stifel Financial Corp37,704$2.62M0.0%-25.2%0.288%
11/14/2024 Flow Traders U.S. LLC5,151$357K0.0%N/A0.039%
11/13/2024 Brown Brothers Harriman & Co.3,110$216K0.0%N/A0.024%
11/9/2024 STAR Financial Bank3,647$253K0.2%N/A0.028%
11/8/2024 Commerce Bank92,555$6.42M0.0%+3.4%0.707%
11/7/2024 Common Fund For Nonprofit Organizations137,670$9.55M1.1%-2.8%1.052%
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11/7/2024 Joseph Group Capital Management5,560$386K0.1%+42.7%0.042%
11/7/2024 Thrivent Financial for Lutherans9,940$690K0.0%-9.7%0.076%
11/6/2024 Atlanta Consulting Group Advisors LLC38,000$2.64M0.7%-50.2%0.290%
11/6/2024 BCM Advisors LLC231,518$15.94M3.7%-2.1%1.769%
11/4/2024 Tyler Stone Wealth Management3,072$213K0.0%+122.4%0.023%
11/1/2024Objective Capital Management LLC3,750$260K0.2%N/A0.029%
10/31/2024 Cozad Asset Management Inc.2,900$201K0.0%-12.0%0.022%
10/28/2024 Focus Financial Network Inc.7,054$489K0.0%+3.3%0.054%
10/25/2024 Voisard Asset Management Group Inc.1,619$112K0.0%N/A0.012%
10/25/2024 Financial Advocates Investment Management3,701$257K0.0%+13.5%0.028%
(Data available from 1/1/2016 forward)

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CATH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CATH shares?

During the previous two years, 148 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 ($44.50M), Fund Evaluation Group LLC ($26.44M), Heck Capital Advisors LLC ($25.55M), Vanguard Group Inc. ($24.61M), Truist Financial Corp ($20.59M), and BCM Advisors LLC ($15.94M).Learn more on CATH's institutional investors.

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

Of the 124 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), Heck Capital Advisors LLC ($721.31K), CENTRAL TRUST Co ($653.93K), Truist Financial Corp ($418.58K), Bank of Montreal Can ($235.41K), Fund Evaluation Group LLC ($155.62K), and Aristotle Capital Management LLC ($133.53K).

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

Institutional investors have bought a total of 4,916,676 shares in the last 24 months. This purchase volume represents approximately $339.48M in transactions.

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

Of the 70 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), Dagco Inc. ($73.82K), Fifth Third Bancorp ($65.35K), CENTRAL TRUST Co ($61.62K), Polen Capital Management LLC ($50.08K), 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 1,030,714 shares in the last 24 months. This volume of shares sold represents approximately $63.05M in transactions.



This page (NASDAQ:CATH) was last updated on 3/27/2025 by MarketBeat.com Staff
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