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 $639.25M 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 $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 $88.40M, representing an estimated gain of +2.29% 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
208
Total Reported Value
$639.25M
Largest Holder
Fund Evaluation Group, Llc
Largest Position
$86.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
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 | $88,400,322 | +$1,981,576 | +2.29% | |
| Morgan Stanley | 0.00% | 537,387 | $47,558,848 | $48,649,269 | +$1,090,421 | +2.29% | |
| Central Trust Co | 0.85% | 532,259 | $47,104,922 | $48,185,035 | +$1,080,113 | +2.29% | |
| Bank Of America Corp | 0.00% | 465,612 | $41,206,663 | $42,151,528 | +$944,865 | +2.29% | |
| Truist Financial Corp | 0.04% | 335,770 | $29,715,646 | $30,397,023 | +$681,377 | +2.29% | |
| Bcm Advisors, Llc | 3.92% | 229,489 | $20,114,179 | $20,775,479 | +$661,300 | +3.29% | |
| Choate Investment Advisors | 0.32% | 207,035 | $18,322,598 | $18,742,734 | +$420,136 | +2.29% | |
| Lpl Financial Llc | 0.00% | 174,006 | $15,399,570 | $15,752,641 | +$353,071 | +2.29% | |
| Wells Fargo & Company/Mn | 0.00% | 164,446 | $14,553,438 | $14,887,181 | +$333,743 | +2.29% | |
| Corient Private Wealth Llc | 0.02% | 161,371 | $14,281,334 | $14,608,804 | +$327,470 | +2.29% | |
| Fort Washington Investment Advisors Inc | 0.07% | 150,823 | $13,347,836 | $13,653,901 | +$306,065 | +2.29% | |
| Cwm, Llc | 0.03% | 158,292 | $12,370,544 | $14,330,064 | +$1,959,520 | +15.84% | |
| Common Fund For Nonprofit Organizations | 0.98% | 121,008 | $10,709,189 | $10,954,770 | +$245,581 | +2.29% | |
| Commerce Bank | 0.05% | 120,135 | $10,631,947 | $10,875,737 | +$243,790 | +2.29% | |
| Brown Brothers Harriman & Co | 0.04% | 110,886 | $9,813,411 | $10,038,432 | +$225,021 | +2.29% | |
| Ameriprise Financial Inc | 0.00% | 110,112 | $9,744,599 | $9,968,362 | +$223,763 | +2.30% | |
| Sound View Wealth Advisors Group, Llc | 0.54% | 97,427 | $8,622,290 | $8,819,998 | +$197,708 | +2.29% | |
| Fifth Third Bancorp | 0.01% | 91,725 | $8,117,664 | $8,303,800 | +$186,136 | +2.29% | |
| Allworth Financial Lp | 0.03% | 83,032 | $7,348,302 | $7,516,829 | +$168,527 | +2.29% | |
| First Bank & Trust | 0.96% | 73,966 | $6,545,991 | $6,696,090 | +$150,099 | +2.29% | |
| Royal Bank Of Canada | 0.00% | 73,363 | $6,492,000 | $6,641,501 | +$149,501 | +2.30% | |
| First National Bank Of Omaha | 0.17% | 67,681 | $5,943,745 | $6,127,114 | +$183,369 | +3.09% | |
| Baird Financial Group, Inc. | 0.01% | 65,002 | $5,752,677 | $5,884,586 | +$131,909 | +2.29% | |
| Dagco, Inc. | 1.06% | 65,000 | $5,752,500 | $5,884,405 | +$131,905 | +2.29% | |
| Raymond James Financial Inc | 0.00% | 62,606 | $5,540,689 | $5,667,677 | +$126,988 | +2.29% | |
| Cerity Partners Llc | 0.01% | 62,338 | $5,516,914 | $5,643,416 | +$126,502 | +2.29% | |
| Savant Capital, Llc | 0.02% | 60,537 | $5,359,898 | $5,480,372 | +$120,474 | +2.25% | |
| Sei Investments Co | 0.00% | 51,501 | $4,557,830 | $4,662,349 | +$104,519 | +2.29% | |
| Keybank National Association/Oh | 0.01% | 47,980 | $4,246,234 | $4,343,596 | +$97,362 | +2.29% | |
| Envestnet Asset Management Inc | 0.00% | 47,786 | $4,229,082 | $4,326,033 | +$96,951 | +2.29% | |
| Aristotle Capital Management, Llc | 0.01% | 46,566 | $4,121,091 | $4,215,587 | +$94,496 | +2.29% | |
| Jones Financial Companies Lllp | 0.00% | 46,912 | $4,093,183 | $4,246,911 | +$153,728 | +3.76% | |
| Chevy Chase Trust Holdings, Llc | 0.01% | 45,647 | $4,039,760 | $4,132,391 | +$92,631 | +2.29% | |
| Mariner, Llc | 0.00% | 45,597 | $4,035,324 | $4,127,864 | +$92,540 | +2.29% | |
| Ubs Group Ag | 0.00% | 44,894 | $3,973,119 | $4,064,222 | +$91,103 | +2.29% | |
| Trust Co Of Toledo Na | 0.28% | 38,462 | $3,403,887 | $3,481,938 | +$78,051 | +2.29% | |
| Northwest Bancshares, Inc. | 0.56% | 35,132 | $3,109,182 | $3,180,475 | +$71,293 | +2.29% | |
| Clifford Swan Investment Counsel Llc | 0.10% | 34,706 | $3,071,481 | $3,141,910 | +$70,429 | +2.29% | |
| Mml Investors Services, Llc | 0.01% | 34,548 | $3,057,463 | $3,127,606 | +$70,143 | +2.29% | |
| Amarillo National Bank | 0.47% | 33,419 | $2,957,582 | $3,025,399 | +$67,817 | +2.29% | |
| Signet Private Wealth Llc | 2.32% | 32,914 | $2,912,889 | $2,979,681 | +$66,792 | +2.29% | |
| Susquehanna International Group, Llp | 0.00% | 31,676 | $2,803,326 | $2,867,606 | +$64,280 | +2.29% | |
| Commonwealth Equity Services, Llc | 0.00% | 30,457 | $2,695,450 | $2,757,251 | +$61,801 | +2.29% | |
| Hirtle & Co., Llc | 0.09% | 30,257 | $2,677,745 | $2,739,145 | +$61,400 | +2.29% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 29,246 | $2,588,271 | $2,647,620 | +$59,349 | +2.29% | |
| Bradley Foster & Sargent Inc/Ct | 0.04% | 28,931 | $2,560,393 | $2,619,103 | +$58,710 | +2.29% | |
| Atlanta Consulting Group Advisors, Llc | 0.40% | 28,617 | $2,540,666 | $2,590,677 | +$50,011 | +1.97% | |
| Hbk Sorce Advisory Llc | 0.05% | 27,118 | $2,487,802 | $2,454,974 | -$32,828 | -1.32% | |
| Brown Advisory Inc | 0.00% | 25,743 | $2,278,255 | $2,330,496 | +$52,241 | +2.29% | |
| Stonehaven Wealth & Tax Solutions, Llc | 1.78% | 25,041 | $2,216,128 | $2,266,944 | +$50,816 | +2.29% |
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.