CATH Institutional Ownership & Shareholders
GLOBAL X S&P 500 CA VAL ETF (CATH) is currently held by 207 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $646.91M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fund Evaluation Group, Llc is currently the largest disclosed institutional shareholder of CATH tracked by InsiderSet, reporting ownership valued at approximately $86.42M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $87.62M, representing an estimated gain of +1.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed CATH value among the investors covered in this analysis. Major shareholders include Fund Evaluation Group, Llc, Morgan Stanley, Central Trust Co, and several other long-term asset managers with concentrated positions in GLOBAL X S&P 500 CA VAL ETF (CATH).
This page ranks the largest institutional CATH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
207
Total Reported Value
$646.91M
Largest Holder
Fund Evaluation Group, Llc
Largest Position
$86.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fund Evaluation Group, Llc | 2.33% | 976,483 | $86,418,746 | $87,619,820 | +$1,201,074 | +1.39% | |
| Morgan Stanley | 0.00% | 537,387 | $47,558,848 | $48,219,736 | +$660,888 | +1.39% | |
| Central Trust Co | 0.85% | 532,259 | $47,104,922 | $47,759,600 | +$654,678 | +1.39% | |
| Bank Of America Corp | 0.00% | 465,612 | $41,206,663 | $41,779,365 | +$572,702 | +1.39% | |
| Truist Financial Corp | 0.04% | 333,276 | $30,221,467 | $29,904,855 | -$316,612 | -1.05% | |
| Bcm Advisors, Llc | 3.92% | 229,489 | $20,114,179 | $20,592,048 | +$477,869 | +2.38% | |
| Choate Investment Advisors | 0.32% | 207,035 | $18,322,598 | $18,577,251 | +$254,653 | +1.39% | |
| Lpl Financial Llc | 0.00% | 174,006 | $15,399,570 | $15,613,558 | +$213,988 | +1.39% | |
| Wells Fargo & Company/Mn | 0.00% | 164,446 | $14,553,438 | $14,755,740 | +$202,302 | +1.39% | |
| Corient Private Wealth Llc | 0.02% | 161,371 | $14,281,334 | $14,479,820 | +$198,486 | +1.39% | |
| Fort Washington Investment Advisors Inc | 0.07% | 149,735 | $13,577,970 | $13,435,722 | -$142,248 | -1.05% | |
| Cwm, Llc | 0.03% | 158,292 | $12,370,544 | $14,203,541 | +$1,832,997 | +14.82% | |
| Common Fund For Nonprofit Organizations | 0.98% | 121,008 | $10,709,189 | $10,858,048 | +$148,859 | +1.39% | |
| Commerce Bank | 0.05% | 120,135 | $10,631,947 | $10,779,714 | +$147,767 | +1.39% | |
| Brown Brothers Harriman & Co | 0.04% | 110,886 | $9,813,411 | $9,949,801 | +$136,390 | +1.39% | |
| Ameriprise Financial Inc | 0.00% | 110,112 | $9,744,599 | $9,880,350 | +$135,751 | +1.39% | |
| Sound View Wealth Advisors Group, Llc | 0.54% | 97,427 | $8,622,290 | $8,742,125 | +$119,835 | +1.39% | |
| Fifth Third Bancorp | 0.01% | 91,725 | $8,117,664 | $8,230,484 | +$112,820 | +1.39% | |
| Security Financial Services, Inc. | 1.00% | 82,401 | $7,472,121 | $7,393,842 | -$78,279 | -1.05% | |
| Allworth Financial Lp | 0.03% | 83,032 | $7,348,302 | $7,450,461 | +$102,159 | +1.39% | |
| Royal Bank Of Canada | 0.00% | 73,363 | $6,492,000 | $6,582,862 | +$90,862 | +1.40% | |
| First Bank & Trust | 0.87% | 65,834 | $5,969,827 | $5,907,285 | -$62,542 | -1.05% | |
| First National Bank Of Omaha | 0.17% | 67,681 | $5,943,745 | $6,073,016 | +$129,271 | +2.17% | |
| Dagco, Inc. | 1.02% | 65,000 | $5,894,200 | $5,832,450 | -$61,750 | -1.05% | |
| Baird Financial Group, Inc. | 0.01% | 65,002 | $5,752,677 | $5,832,629 | +$79,952 | +1.39% | |
| Raymond James Financial Inc | 0.00% | 62,606 | $5,540,689 | $5,617,636 | +$76,947 | +1.39% | |
| Cerity Partners Llc | 0.01% | 62,338 | $5,516,914 | $5,593,589 | +$76,675 | +1.39% | |
| Savant Capital, Llc | 0.02% | 60,537 | $5,359,898 | $5,431,985 | +$72,087 | +1.34% | |
| Sei Investments Co | 0.00% | 51,501 | $4,557,830 | $4,621,185 | +$63,355 | +1.39% | |
| Keybank National Association/Oh | 0.01% | 47,980 | $4,246,234 | $4,305,245 | +$59,011 | +1.39% | |
| Envestnet Asset Management Inc | 0.00% | 47,786 | $4,229,082 | $4,287,838 | +$58,756 | +1.39% | |
| Aristotle Capital Management, Llc | 0.01% | 46,566 | $4,121,091 | $4,178,367 | +$57,276 | +1.39% | |
| Jones Financial Companies Lllp | 0.00% | 46,912 | $4,093,183 | $4,209,414 | +$116,231 | +2.84% | |
| Chevy Chase Trust Holdings, Llc | 0.01% | 45,647 | $4,039,760 | $4,095,905 | +$56,145 | +1.39% | |
| Mariner, Llc | 0.00% | 45,597 | $4,035,324 | $4,091,419 | +$56,095 | +1.39% | |
| Ubs Group Ag | 0.00% | 44,894 | $3,973,119 | $4,028,339 | +$55,220 | +1.39% | |
| Creative Planning | 0.00% | 42,837 | $3,884,452 | $3,843,764 | -$40,688 | -1.05% | |
| Trust Co Of Toledo Na | 0.28% | 38,462 | $3,487,734 | $3,451,195 | -$36,539 | -1.05% | |
| Northwest Bancshares, Inc. | 0.56% | 35,132 | $3,109,182 | $3,152,394 | +$43,212 | +1.39% | |
| Clifford Swan Investment Counsel Llc | 0.10% | 34,706 | $3,071,481 | $3,114,169 | +$42,688 | +1.39% | |
| Mml Investors Services, Llc | 0.01% | 34,548 | $3,057,463 | $3,099,992 | +$42,529 | +1.39% | |
| Amarillo National Bank | 0.48% | 32,732 | $2,968,138 | $2,937,042 | -$31,096 | -1.05% | |
| Signet Private Wealth Llc | 2.32% | 32,914 | $2,912,889 | $2,953,373 | +$40,484 | +1.39% | |
| Susquehanna International Group, Llp | 0.00% | 31,676 | $2,803,326 | $2,842,287 | +$38,961 | +1.39% | |
| Hirtle & Co., Llc | 0.09% | 30,257 | $2,677,745 | $2,714,961 | +$37,216 | +1.39% | |
| Commonwealth Equity Services, Llc | 0.00% | 29,514 | $2,676,369 | $2,648,291 | -$28,078 | -1.05% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 29,246 | $2,588,271 | $2,624,244 | +$35,973 | +1.39% | |
| Bradley Foster & Sargent Inc/Ct | 0.04% | 28,931 | $2,560,393 | $2,595,979 | +$35,586 | +1.39% | |
| Atlanta Consulting Group Advisors, Llc | 0.40% | 28,617 | $2,540,666 | $2,567,803 | +$27,137 | +1.07% | |
| Hbk Sorce Advisory Llc | 0.05% | 27,118 | $2,487,802 | $2,433,298 | -$54,504 | -2.19% |
Frequently asked questions about CATH
Who are the largest institutional holders of CATH?
The largest institutional holders of CATH reported in the latest SEC Form 13F filings include Fund Evaluation Group, Llc, Morgan Stanley, Central Trust Co, Bank Of America Corp, and Truist Financial Corp. InsiderSet ranks institutional holders by their latest reported CATH position.
What is CATH institutional ownership?
This page tracks CATH positions reported by institutional investment managers through SEC Form 13F. GLOBAL X S&P 500 CA VAL ETF (CATH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CATH?
InsiderSet currently tracks 207 institutional managers reporting CATH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CATH shareholders.
How much CATH stock do institutions own?
Institutional investment managers disclosed approximately $646.91M in CATH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CATH institutional ownership last updated?
The latest CATH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CATH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CATH position after the reporting date.
Are institutions buying or selling CATH?
Institutional buying and selling can be analyzed by comparing CATH positions across consecutive 13F reporting periods. InsiderSet's CATH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CATH ownership changes.
How has CATH institutional ownership changed over time?
InsiderSet tracks CATH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.