GLOBAL X S&P 500 CA VAL ETF CATH
$88.45
-0.2% 52w: $71.77 – $90.27
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data71.7781.0290.27
Jun 20, 2025 Jul 2, 2026
Institutional holders
204
+2 QoQ
13F value
$556.2M
-1.4% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CATH?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Fund Evaluation Group, LLC | Wealth advisor | 738.5K | $57.7M | 1.8% | +7.7% |
| MORGAN STANLEY | Bank broker | 559.2K | $43.7M | 0.0% | +9.1% |
| CENTRAL TRUST Co | Diversified mechanical | 553.3K | $43.2M | 0.9% | -0.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 442.6K | $34.6M | 0.0% | +2.5% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 272.7K | $21.3M | 0.0% | +0.2% |
| BCM ADVISORS, LLC | Wealth advisor | 236.8K | $20.4M | 4.0% | +0.1% |
| Choate Investment Advisors | Wealth advisor | 163.9K | $12.8M | 0.3% | +794.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 163.9K | $12.8M | 0.0% | -3.3% |
| LPL Financial LLC | Bank broker | 159.3K | $12.5M | 0.0% | +7.3% |
| CWM, LLC | Wealth advisor | 158.3K | $12.4M | 0.0% | +7.2% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | Other | 150.9K | $11.8M | 0.1% | +2.7% |
| Corient Private Wealth LLC | Diversified mechanical | 134.8K | $10.5M | 0.0% | -54.3% |
| Aristotle Capital Management, LLC | Other | 125.9K | $9.8M | 0.0% | -4.1% |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | Wealth advisor | 121.0K | $9.5M | 0.9% | +0.7% |
| COMMERCE BANK | Diversified mechanical | 120.1K | $9.4M | 0.0% | -4.7% |
| Sound View Wealth Advisors Group, LLC | Other | 109.9K | $8.6M | 0.6% | -3.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 102.3K | $8.0M | 0.0% | +4.8% |
| FIFTH THIRD BANCORP | Diversified mechanical | 93.1K | $7.3M | 0.0% | +55.8% |
| BROWN BROTHERS HARRIMAN & CO | Diversified mechanical | 86.4K | $6.8M | 0.0% | +59.3% |
| First Bank & Trust | Other | 84.8K | $6.6M | 1.1% | -5.4% |
| Allworth Financial LP | Wealth advisor | 83.6K | $6.5M | 0.0% | +1.9% |
| ROYAL BANK OF CANADA | Bank broker | 73.6K | $5.7M | 0.0% | +6.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 73.5K | $5.7M | 0.0% | +9.7% |
| DAGCO, INC. | Wealth advisor | 65.0K | $5.1M | 1.1% | -8.8% |
| Cerity Partners LLC | Diversified mechanical | 62.3K | $4.9M | 0.0% | Held |
| Savant Capital, LLC | Wealth advisor | 60.8K | $4.7M | 0.0% | +61.8% |
| FIRST NATIONAL BANK OF OMAHA | Other | 62.5K | $4.7M | 0.1% | +11.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 60.2K | $4.7M | 0.0% | +3.6% |
| Baird Financial Group, Inc. | Diversified mechanical | 56.6K | $4.4M | 0.0% | +6.1% |
| SEI INVESTMENTS CO | Diversified mechanical | 51.4K | $4.0M | 0.0% | +4.7% |
| Chevy Chase Trust Holdings, LLC | Other | 50.5K | $3.9M | 0.0% | +42.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 46.6K | $3.6M | 0.0% | +12.5% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 46.2K | $3.6M | 0.0% | +0.4% |
| Mariner, LLC | Diversified mechanical | 45.6K | $3.6M | 0.0% | -0.1% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 45.4K | $3.5M | 0.0% | New |
| UBS Group AG | Bank broker | 43.0K | $3.4M | 0.0% | +73.2% |
| JANE STREET GROUP, LLC | Market maker | 42.2K | $3.3M | 0.0% | +860.4% |
| Creative Planning | Wealth advisor | 38.1K | $3.0M | 0.0% | +15.6% |
| Northwest Bancshares, Inc. | Other | 38.0K | $3.0M | 0.6% | Held |
| TRUST CO OF TOLEDO NA /OH/ | Other | 37.6K | $2.9M | 0.3% | +0.3% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 35.8K | $2.7M | 0.0% | +85.5% |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | Other | 34.7K | $2.7M | 0.1% | -0.5% |
| AMARILLO NATIONAL BANK | Wealth advisor | 33.4K | $2.6M | 0.5% | Held |
| Signet Private Wealth LLC | Other | 31.5K | $2.5M | 2.3% | +16.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 30.4K | $2.4M | 0.0% | +19.5% |
| Hirtle & Co., LLC | Wealth advisor | 30.3K | $2.4M | 0.1% | -24.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 30.0K | $2.3M | 0.0% | -11.9% |
| OLD NATIONAL BANCORP /IN/ | Other | 30.0K | $2.3M | 0.0% | +0.3% |
| HBK Sorce Advisory LLC | Wealth advisor | 26.5K | $2.3M | 0.0% | +10.9% |
| BRADLEY FOSTER & SARGENT INC/CT | Other | 29.0K | $2.3M | 0.0% | +2.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.