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

Global X S&P 500 Catholic Values ETF logo
$78.76 +0.03 (+0.04%)
Closing price 08/14/2025 03:59 PM Eastern
Extended Trading
$78.72 -0.04 (-0.05%)
As of 08/14/2025 05:11 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.
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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)
106
Total
Institutional Inflows
(last 12 months)
$128.02M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$51.93M
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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
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%
8/13/2025 Brown Advisory Inc.18,656$1.41M0.0%+5.1%0.145%
8/13/2025 EverSource Wealth Advisors LLC3,892$294K0.0%+29.3%0.030%
8/13/2025 Northwestern Mutual Wealth Management Co.28,732$2.17M0.0%+6.9%0.224%
8/12/2025 Financial Advocates Investment Management4,062$306K0.0%+4.7%0.032%
8/12/2025 Steward Partners Investment Advisory LLC32,199$2.43M0.0%-0.8%0.251%
8/12/2025 Bank Julius Baer & Co. Ltd Zurich1,475$111K0.0%-33.6%0.011%
8/11/2025 HHM Wealth Advisors LLC4,706$355K0.0%+15.3%0.037%
8/8/2025 Cetera Investment Advisers7,041$531K0.0%+29.8%0.055%
8/8/2025 MJP Associates Inc. ADV5,219$394K0.1%-13.1%0.041%
8/8/2025 Creative Planning36,408$2.75M0.0%+21.6%0.284%
8/7/2025 Fund Evaluation Group LLC476,073$35.92M1.4%-2.1%3.711%
8/7/2025 CENTRAL TRUST Co556,980$42.02M1.0%-11.4%4.341%
8/7/2025 Allworth Financial LP73,558$5.55M0.0%+33.0%0.573%
8/6/2025 Prospera Financial Services Inc11,184$844K0.0%+3.5%0.087%
8/6/2025 Savant Capital LLC66,333$5.01M0.0%+133.9%0.517%
8/4/2025 Savvy Advisors Inc.3,861$291K0.0%N/A0.030%
8/4/2025 Keybank National Association OH48,145$3.63M0.0%-7.2%0.375%
8/4/2025 Human Investing LLC9,940$750K0.1%+6.2%0.077%
8/1/2025 Koss Olinger Consulting LLC26,017$1.96M0.2%-27.9%0.203%
8/1/2025 Envestnet Asset Management Inc.57,385$4.33M0.0%-4.3%0.447%
7/31/2025 Cornerstone Management Inc.8,835$667K0.1%+16.8%0.069%
7/30/2025 BCM Advisors LLC241,587$18.68M4.0%+2.8%1.883%
7/29/2025 Mutual of America Capital Management LLC4,155$313K0.0%N/A0.032%
7/28/2025 Bridges Investment Management Inc.4,216$318K0.0%+4.1%0.033%
7/28/2025 Courier Capital LLC11,757$887K0.1%-1.9%0.092%
7/28/2025 Founders Grove Wealth Partners LLC6,416$484K0.1%+35.3%0.050%
7/28/2025 RFG Advisory LLC7,571$571K0.0%+27.8%0.059%
7/25/2025 NorthRock Partners LLC11,055$837K0.0%N/A0.086%
7/25/2025 CWM LLC148,204$11.18M0.0%+2.1%1.158%
7/25/2025 Johnson Investment Counsel Inc.2,805$212K0.0%N/A0.022%
7/24/2025 Trust Co. of Toledo NA OH41,788$3.15M0.3%N/A0.326%
7/24/2025 IFP Advisors Inc5,470$413K0.0%-3.1%0.043%
7/24/2025 True Link Financial Advisors LLC2,854$215K0.0%-7.8%0.022%
7/23/2025 Country Club Bank84,755$6.34M0.4%+12.8%0.662%
7/22/2025 OLD National Bancorp IN35,974$2.71M0.0%N/A0.280%
7/22/2025 Journey Beyond Wealth LLC7,105$536K0.5%-2.5%0.055%
7/21/2025 Ameritas Advisory Services LLC3,433$259K0.0%+5.6%0.027%
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7/18/2025 Truist Financial Corp271,579$20.49M0.0%-2.2%2.113%
7/17/2025 Alliance Wealth Advisors LLC3,096$234K0.1%N/A0.024%
7/17/2025 Independence Bank of Kentucky6,150$464K0.1%-30.5%0.048%
7/17/2025 Fort Washington Investment Advisors Inc. OH142,830$10.78M0.1%+3.4%1.112%
7/15/2025 Fifth Third Bancorp61,009$4.60M0.0%+0.6%0.478%
7/11/2025 Financial 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%
5/27/2025 Jacobi 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%
5/14/2025 Nicolet 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%
5/14/2025 Northwestern Mutual Wealth Management Co.26,873$1.82M0.0%+7.5%0.208%
5/14/2025 Venture 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%
5/13/2025 Heck Capital Advisors LLC1,425$96K0.0%-99.6%0.011%
5/13/2025Dagco Inc.73,725$4.98M1.6%+0.6%0.570%
5/13/2025 HighTower Advisors LLC19,730$1.33M0.0%+3.6%0.153%
5/12/2025 Polen 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%
5/9/2025 McClarren Financial Advisors Inc.3,908$264K0.2%-65.1%0.030%
5/9/2025 PNC Financial Services Group Inc.626$42K0.0%N/A0.005%
5/8/2025 Commerce Bank125,645$8.49M0.1%+46.8%0.972%
5/8/2025 US Bancorp DE416$28K0.0%N/A0.003%
5/8/2025 HHM Wealth Advisors LLC4,081$276K0.0%+10.7%0.032%
5/7/2025N.E.W. Advisory Services LLC872$59K0.0%N/A0.007%
5/7/2025 Foundations Investment Advisors LLC12,532$846K0.0%-5.0%0.097%
5/7/2025 LPL Financial LLC135,206$9.13M0.0%+1.5%1.046%
5/6/2025 BCM Advisors LLC234,958$16.16M3.6%+1.4%1.817%
5/6/2025 Bank Julius Baer & Co. Ltd Zurich2,223$150K0.0%-20.8%0.017%
5/6/2025 Clifford Swan Investment Counsel LLC40,530$2.74M0.1%-1.2%0.313%
5/5/2025 IFP Advisors Inc5,645$381K0.0%+3.3%0.044%
5/5/2025 Private Advisor Group LLC6,201$419K0.0%-2.8%0.048%
5/1/2025 CWM LLC145,130$9.80M0.0%+11.2%1.122%
5/1/2025 Country Club Bank75,130$5.03M0.3%-10.4%0.581%
4/30/2025 MJP Associates Inc. ADV6,007$406K0.1%-3.3%0.046%
4/30/2025 Allworth Financial LP55,287$3.66M0.0%+17.6%0.428%
4/30/2025 Bridges Investment Management Inc.4,051$274K0.0%+5.1%0.031%
4/30/2025 Brown Advisory Inc.17,744$1.20M0.0%+32.3%0.137%
4/29/2025 Envestnet Asset Management Inc.59,985$4.05M0.0%+0.3%0.464%
4/29/2025 Fund Evaluation Group LLC486,370$32.85M1.4%+30.3%3.762%
4/28/2025 Keybank National Association OH51,871$3.50M0.0%-55.7%0.401%
4/25/2025 Ameritas Advisory Services LLC3,250$220K0.0%-9.3%0.025%
4/24/2025 Aspect Partners LLC1,390$94K0.1%N/A0.011%
Alex’s “Next Magnificent Seven” stocks (Ad)

The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Magnificent Seven—seven stocks he believes could deliver similar gains in under six years. His full breakdown is now live.

Watch the “Next Magnificent Seven” presentation here
4/23/2025 Steph & Co.5,900$398K0.1%N/A0.046%
4/22/2025 Cambridge Investment Research Advisors Inc.14,448$976K0.0%+9.4%0.112%
4/22/2025 MBE Wealth Management LLC5,713$386K0.2%+12.9%0.044%
4/22/2025 PFG Investments LLC4,796$324K0.0%-18.8%0.037%
4/21/2025 Sterling Investment Counsel LLC5,521$373K0.1%+21.2%0.043%
4/18/2025 CENTRAL TRUST Co628,798$42.47M1.0%+0.1%4.901%
4/16/2025 Founders Grove Wealth Partners LLC4,741$320K0.1%N/A0.037%
4/16/2025 Fort 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%
4/14/2025 Courier Capital LLC11,989$810K0.1%N/A0.093%
(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, 165 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 ($42.02M), 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 140 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 1,814,864 shares in the last 24 months. This purchase volume represents approximately $128.02M in transactions.

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

Of the 62 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), CENTRAL TRUST Co ($73.36K), Keybank National Association OH ($68.98K), Atlanta Consulting Group Advisors LLC ($38.31K), Jane Street Group LLC ($24.33K), Country Club Bank ($20.89K), and Koss Olinger Consulting LLC ($19.08K).

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

Institutional investors have sold a total of 749,543 shares in the last 24 months. This volume of shares sold represents approximately $51.93M in transactions.


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This page (NASDAQ:CATH) was last updated on 8/15/2025 by MarketBeat.com Staff
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