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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Aristotle Capital Management, Llc, Jane Street Group, Llc, Beacon Pointe Advisors, Llc, and Atlanta Consulting Group Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+1,199+2.6%47,786$4.23MQ2 2026Sep 23, 2026
Corient Private Wealth LlcBuy+26,561+19.7%161,371$14.28MQ2 2026Aug 27, 2026
Mercer Global Advisors IncSell-167-0.8%19,828$1.75MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-32,061-70.7%13,301$1.18MQ2 2026Aug 18, 2026
Ameriprise Financial IncBuy+110,112—110,112$9.74MQ2 2026Aug 14, 2026
Aristotle Capital Management, LlcSell-79,313-63.0%46,566$4.12MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-39,080-92.6%3,138$277.71KQ2 2026Aug 14, 2026
Atlanta Consulting Group Advisors, LlcBuy+28,617—28,617$2.54MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+23,062+5.2%465,612$41.21MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+21,413+208.6%31,676$2.80MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+11,096+31.0%46,912$4.09MQ2 2026Aug 14, 2026
Brown Advisory IncBuy+7,179+38.7%25,743$2.28MQ2 2026Aug 14, 2026
Chevy Chase Trust Holdings, LlcSell-4,847-9.6%45,647$4.04MQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Buy+3,179+80.9%7,108$629.06KQ2 2026Aug 14, 2026
Gts Securities LlcBuy+3,088—3,088$273.29KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+2,874+20.6%16,850$1.49MQ2 2026Aug 14, 2026
Northwest Bancshares, Inc.Sell-2,842-7.5%35,132$3.11MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+2,800—2,800$247.80KQ2 2026Aug 14, 2026
&PartnersBuy+2,479—2,479$219.39KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+2,415+4.0%62,606$5.54MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransSell-2,040-30.2%4,725$418.00KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+921+25.4%4,545$402.20KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+532+0.3%164,446$14.55MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-196-0.3%73,363$6.49MQ2 2026Aug 14, 2026
Sei Investments CoBuy+127+0.2%51,501$4.56MQ2 2026Aug 14, 2026
Bradley Foster & Sargent Inc/CtSell-93-0.3%28,931$2.56MQ2 2026Aug 14, 2026
Manning & Napier Advisors LlcSell-74-2.0%3,646$320.19KQ2 2026Aug 14, 2026
Widmann Financial Services, Inc.Buy+50+0.5%9,315$824.38KQ2 2026Aug 14, 2026
Glen Eagle Advisors, LlcBuy+22+2.2%1,031$91.21KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-21-0.3%6,293$556.93KQ2 2026Aug 14, 2026
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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.

CATH Institutional Ownership Changes and 13F Activity Q2 2026 | InsiderSet