GLOBAL X S&P 500 CA VAL ETF (CATH) Institutional Ownership Changes & 13F Activity
GLOBAL X S&P 500 CA VAL ETF (CATH). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Wells Fargo & Company/Mn, Corient Private Wealth Llc, Common Fund For Nonprofit Organizations, and Ameriprise Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Goalvest Advisory Llc | Buy | +1,300 | +2600.0% | 1,350 | $122.42K | Q3 2026 | Oct 02, 2026 |
| First Financial Bank - Trust Division | Buy | +1,143 | +25.3% | 5,665 | $513.70K | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -47,786 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Smith Chas P & Associates Pa Cpas | Sell | -11,840 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Sell | -6,401 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Corient Private Wealth Llc | Sell | -161,371 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Clifford Swan Investment Counsel Llc | Sell | -34,706 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -19,828 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -13,301 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Atlasmark Financial, Inc | Sell | -10,500 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -2,982 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Bank Of America Corp | Sell | -465,612 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -164,446 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Common Fund For Nonprofit Organizations | Sell | -121,008 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Sell | -110,112 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -73,363 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -62,606 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -62,338 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Sei Investments Co | Sell | -51,501 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Sell | -46,912 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Aristotle Capital Management, Llc | Sell | -46,566 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Chevy Chase Trust Holdings, Llc | Sell | -45,647 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Northwest Bancshares, Inc. | Sell | -35,132 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -31,676 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Hirtle & Co., Llc | Sell | -30,257 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Bradley Foster & Sargent Inc/Ct | Sell | -28,931 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Atlanta Consulting Group Advisors, Llc | Sell | -28,617 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Brown Advisory Inc | Sell | -25,743 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Curi Capital, Llc | Sell | -20,523 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -16,850 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
Frequently asked questions about CATH activity
Which institutional owners are buying CATH?
Institutional owners buying CATH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CATH activity?
"Buy" means an investor increased their reported position in CATH compared to the prior reporting period. This reflects growing exposure to GLOBAL X S&P 500 CA VAL ETF (CATH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CATH increasing?
Institutional interest in CATH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.