# GLOBAL X FDS (CATH)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CATH/

- Reporting holders: 11
- Reported value: $5.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $1.8M | 20,045 | 0.0% | 23 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $613.5K | 6,765 | 0.1% | 29 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $608.4K | 6,709 | 0.0% | 18 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $569.5K | 6,281 | 0.0% | 2 |
| [STEPH & CO](https://holderbook.com/funds/941519-steph-co/) | $527.4K | 5,816 | 0.1% | 7 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $513.7K | 5,665 | 0.0% | 10 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $456.8K | 5,038 | 0.0% | 8 |
| [Capital Planning LLC](https://holderbook.com/funds/1790688-capital-planning-llc/) | $447.7K | 4,937 | 0.1% | 12 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $122.4K | 1,350 | 0.0% | 2 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $49.9K | 550 | 0.0% | 6 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $30.6K | 338 | 0.0% | 15 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $5.8M |
| Q2 2026 | 212 | $667.8M |
| Q1 2026 | 202 | $576.5M |
| Q4 2025 | 202 | $564.2M |
| Q3 2025 | 192 | $537.8M |
| Q2 2025 | 187 | $477.6M |
| Q1 2025 | 179 | $438.9M |
| Q4 2024 | 181 | $442.5M |
| Q3 2024 | 173 | $414.4M |
| Q2 2024 | 157 | $424.1M |
| Q1 2024 | 145 | $463.2M |
| Q4 2023 | 144 | $417.9M |