GLOBAL X S&P 500 CA VAL ETF (CATH) Institutional Shareholders
GLOBAL X S&P 500 CA VAL ETF (CATH) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $574.84M in CATH holdings during the latest filing period.
Fund Evaluation Group, Llc is currently the largest disclosed institutional shareholder of CATH tracked by InsiderSet, reporting ownership valued at approximately $57.71M in its March 31, 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 $65.60M, representing an estimated gain of +13.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed CATH value among the investors covered in this analysis. Major shareholders include Fund Evaluation Group, Llc, Central Trust Co, Morgan Stanley, 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
203
Total Reported Value
$574.84M
Largest Holder
Fund Evaluation Group, Llc
Largest Position
$57.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
121
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 | 1.77% | 738,456 | $57,710,336 | $65,597,046 | +$7,886,710 | +13.67% | |
| Central Trust Co | 0.85% | 532,259 | $47,104,922 | $47,280,567 | +$175,645 | +0.37% | |
| Morgan Stanley | 0.00% | 559,233 | $43,704,107 | $49,676,667 | +$5,972,560 | +13.67% | |
| Bank Of America Corp | 0.00% | 442,550 | $34,585,283 | $39,311,717 | +$4,726,434 | +13.67% | |
| Truist Financial Corp | 0.04% | 335,770 | $29,715,646 | $29,826,449 | +$110,803 | +0.37% | |
| Bcm Advisors, Llc | 3.92% | 229,489 | $20,114,179 | $20,385,508 | +$271,329 | +1.35% | |
| Fort Washington Investment Advisors Inc | 0.07% | 150,823 | $13,347,836 | $13,397,607 | +$49,771 | +0.37% | |
| Choate Investment Advisors | 0.25% | 163,918 | $12,810,192 | $14,560,836 | +$1,750,644 | +13.67% | |
| Wells Fargo & Company/Mn | 0.00% | 163,914 | $12,809,911 | $14,560,481 | +$1,750,570 | +13.67% | |
| Lpl Financial Llc | 0.00% | 159,331 | $12,451,726 | $14,153,373 | +$1,701,647 | +13.67% | |
| Cwm, Llc | 0.03% | 158,292 | $12,370,544 | $14,061,078 | +$1,690,534 | +13.67% | |
| Corient Private Wealth Llc | 0.02% | 134,810 | $10,535,402 | $11,975,172 | +$1,439,770 | +13.67% | |
| Aristotle Capital Management, Llc | 0.02% | 125,879 | $9,837,444 | $11,181,832 | +$1,344,388 | +13.67% | |
| Common Fund For Nonprofit Organizations | 0.91% | 121,008 | $9,456,759 | $10,749,141 | +$1,292,382 | +13.67% | |
| Commerce Bank | 0.05% | 120,135 | $9,388,550 | $10,671,592 | +$1,283,042 | +13.67% | |
| Sound View Wealth Advisors Group, Llc | 0.58% | 109,895 | $8,588,294 | $9,761,973 | +$1,173,679 | +13.67% | |
| Ameriprise Financial Inc | 0.00% | 102,317 | $7,995,613 | $9,088,819 | +$1,093,206 | +13.67% | |
| Fifth Third Bancorp | 0.01% | 93,138 | $7,278,735 | $8,273,449 | +$994,714 | +13.67% | |
| Brown Brothers Harriman & Co | 0.04% | 86,447 | $6,755,833 | $7,679,087 | +$923,254 | +13.67% | |
| First Bank & Trust | 0.96% | 73,966 | $6,545,991 | $6,570,400 | +$24,409 | +0.37% | |
| Allworth Financial Lp | 0.03% | 83,575 | $6,531,350 | $7,423,967 | +$892,617 | +13.67% | |
| Dagco, Inc. | 1.06% | 65,000 | $5,752,500 | $5,773,950 | +$21,450 | +0.37% | |
| Royal Bank Of Canada | 0.00% | 73,559 | $5,749,000 | $6,534,246 | +$785,246 | +13.66% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 73,455 | $5,740,492 | $6,525,008 | +$784,516 | +13.67% | |
| Atlasmark Financial, Inc | 0.29% | 72,986 | $5,516,018 | $6,483,346 | +$967,328 | +17.54% | |
| Cerity Partners Llc | 0.01% | 62,337 | $4,871,637 | $5,537,396 | +$665,759 | +13.67% | |
| Savant Capital, Llc | 0.02% | 60,751 | $4,747,669 | $5,396,511 | +$648,842 | +13.67% | |
| First National Bank Of Omaha | 0.15% | 62,500 | $4,745,000 | $5,551,875 | +$806,875 | +17.00% | |
| Raymond James Financial Inc | 0.00% | 60,191 | $4,703,978 | $5,346,767 | +$642,789 | +13.66% | |
| Baird Financial Group, Inc. | 0.01% | 56,642 | $4,426,572 | $5,031,509 | +$604,937 | +13.67% | |
| Keybank National Association/Oh | 0.01% | 47,980 | $4,246,234 | $4,262,063 | +$15,829 | +0.37% | |
| Sei Investments Co | 0.00% | 51,374 | $4,014,900 | $4,563,552 | +$548,652 | +13.67% | |
| Chevy Chase Trust Holdings, Llc | 0.01% | 50,494 | $3,946,106 | $4,485,382 | +$539,276 | +13.67% | |
| Envestnet Asset Management Inc | 0.00% | 46,587 | $3,640,765 | $4,138,323 | +$497,558 | +13.67% | |
| Mariner, Llc | 0.00% | 45,597 | $3,563,396 | $4,050,382 | +$486,986 | +13.67% | |
| Beacon Pointe Advisors, Llc | 0.02% | 45,362 | $3,545,015 | $4,029,506 | +$484,491 | +13.67% | |
| Trust Co Of Toledo Na | 0.28% | 38,462 | $3,403,887 | $3,416,579 | +$12,692 | +0.37% | |
| Ubs Group Ag | 0.00% | 42,980 | $3,358,887 | $3,817,913 | +$459,026 | +13.67% | |
| Jane Street Group, Llc | 0.00% | 42,218 | $3,299,337 | $3,750,225 | +$450,888 | +13.67% | |
| Creative Planning | 0.00% | 38,101 | $2,977,588 | $3,384,512 | +$406,924 | +13.67% | |
| Northwest Bancshares, Inc. | 0.59% | 37,974 | $2,967,668 | $3,373,230 | +$405,562 | +13.67% | |
| Amarillo National Bank | 0.47% | 33,419 | $2,957,582 | $2,968,610 | +$11,028 | +0.37% | |
| Jones Financial Companies Lllp | 0.00% | 35,816 | $2,730,646 | $3,181,535 | +$450,889 | +16.51% | |
| Clifford Swan Investment Counsel Llc | 0.09% | 34,706 | $2,712,274 | $3,082,934 | +$370,660 | +13.67% | |
| Commonwealth Equity Services, Llc | 0.00% | 30,457 | $2,695,450 | $2,705,495 | +$10,045 | +0.37% | |
| Signet Private Wealth Llc | 2.35% | 31,475 | $2,459,771 | $2,795,924 | +$336,153 | +13.67% | |
| Hirtle & Co., Llc | 0.08% | 30,257 | $2,364,585 | $2,687,729 | +$323,144 | +13.67% | |
| Mml Investors Services, Llc | 0.01% | 30,048 | $2,348,220 | $2,669,164 | +$320,944 | +13.67% | |
| Hbk Sorce Advisory Llc | 0.05% | 26,480 | $2,342,163 | $2,352,218 | +$10,055 | +0.43% | |
| Bradley Foster & Sargent Inc/Ct | 0.04% | 29,024 | $2,268,226 | $2,578,202 | +$309,976 | +13.67% |
Frequently asked questions about CATH
Who owns the most CATH stock?
The largest holders of CATH are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for GLOBAL X S&P 500 CA VAL ETF (CATH).
Is CATH widely held by superinvestors?
Many widely followed stocks like CATH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CATH is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.