GLOBAL X FDS (CATH)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
206
Reporting holders
$654.4M
Reported value
0.0%
Held as options
+9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Fund Evaluation Group, LLC | $86.4M | 976,483 | 2.33% | 31q | +32.2%+$21.1M |
| MORGAN STANLEY | $47.6M | 537,387 | 0.00% | 35q | -3.9%-$1.9M |
| CENTRAL TRUST Co | $47.1M | 532,259 | 0.85% | 31q | -3.8%-$1.9M |
| BANK OF AMERICA CORP /DE/ | $41.2M | 465,612 | 0.00% | 31q | +5.2%+$2.0M |
| TRUIST FINANCIAL CORP | $29.7M | 335,770 | 0.04% | 27q | +23.1%+$5.6M |
| Corient Private Wealth LP | $28.6M | 322,742 | 0.02% | 15q | +139.4%+$16.6M |
| BCM ADVISORS, LLC | $20.1M | 229,489 | 3.92% | 31q | -3.1%-$639.7K |
| Choate Investment Advisors | $18.3M | 207,035 | 0.32% | 31q | +26.3%+$3.8M |
| LPL Financial LLC | $15.4M | 174,006 | 0.00% | 31q | +9.2%+$1.3M |
| WELLS FARGO & COMPANY/MN | $14.6M | 164,446 | 0.00% | 27q | -49.8%-$14.5M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $13.3M | 150,823 | 0.07% | 19q | HELD |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | $10.7M | 121,008 | 0.98% | 12q | HELD |
| COMMERCE BANK | $10.6M | 120,135 | 0.05% | 27q | HELD |
| BROWN BROTHERS HARRIMAN & CO | $9.8M | 110,886 | 0.04% | 8q | +28.3%+$2.2M |
| AMERIPRISE FINANCIAL INC | $9.7M | 110,112 | 0.00% | 31q | -46.2%-$8.4M |
| Sound View Wealth Advisors Group, LLC | $8.6M | 97,427 | 0.54% | 4q | -11.3%-$1.1M |
| FIFTH THIRD BANCORP | $8.1M | 91,725 | 0.01% | 31q | -1.5%-$125.1K |
| Allworth Financial LP | $7.3M | 83,032 | 0.03% | 17q | -0.6%-$48.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.6M | 74,275 | 0.00% | 24q | +1.1%+$72.6K |
| First Bank & Trust | $6.5M | 73,966 | 0.96% | 20q | -12.7%-$955.8K |
| ROYAL BANK OF CANADA | $6.5M | 73,363 | 0.00% | 31q | HELD |
| FIRST NATIONAL BANK OF OMAHA | $5.9M | 67,681 | 0.17% | 3q | +8.3%+$455.0K |
| Baird Financial Group, Inc. | $5.8M | 65,002 | 0.01% | 9q | +14.8%+$739.9K |
| DAGCO, INC. | $5.8M | 65,000 | 1.06% | 10q | HELD |
| RAYMOND JAMES FINANCIAL INC | $5.5M | 62,606 | 0.00% | 7q | +4.0%+$213.7K |
| Cerity Partners LLC | $5.5M | 62,338 | 0.01% | 7q | HELD |
| Savant Capital, LLC | $5.4M | 60,537 | 0.02% | 26q | HELD |
| SEI INVESTMENTS CO | $4.6M | 51,501 | 0.00% | 31q | HELD |
| KEYBANK NATIONAL ASSOCIATION/OH | $4.2M | 47,980 | 0.01% | 25q | +3.9%+$160.9K |
| ENVESTNET ASSET MANAGEMENT INC | $4.2M | 47,786 | 0.00% | 22q | +2.6%+$106.1K |
| Aristotle Capital Management, LLC | $4.1M | 46,566 | 0.01% | 12q | -63.0%-$7.0M |
| JONES FINANCIAL COMPANIES LLLP | $4.1M | 46,912 | 0.00% | 9q | +31.0%+$968.2K |
| Chevy Chase Trust Holdings, LLC | $4.0M | 45,647 | 0.01% | 3q | -9.6%-$429.0K |
| Mariner, LLC | $4.0M | 45,597 | 0.00% | 19q | HELD |
| UBS Group AG | $4.0M | 44,894 | 0.00% | 31q | +4.5%+$169.4K |
| Creative Planning | $3.5M | 39,841 | 0.00% | 20q | +4.6%+$154.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $3.5M | 39,656 | 0.00% | 22q | +98.3%+$1.7M |
| TRUST CO OF TOLEDO NA /OH/ | $3.4M | 38,462 | 0.28% | 5q | +2.4%+$80.2K |
| Northwest Bancshares, Inc. | $3.1M | 35,132 | 0.56% | 31q | -7.5%-$251.5K |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | $3.1M | 34,706 | 0.10% | 27q | HELD |
| MML INVESTORS SERVICES, LLC | $3.1M | 34,548 | 0.01% | 20q | +15.0%+$398.2K |
| AMARILLO NATIONAL BANK | $3.0M | 33,419 | 0.47% | 19q | HELD |
| Signet Private Wealth LLC | $2.9M | 32,914 | 2.32% | 3q | +4.6%+$127.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.8M | 31,676 | 0.00% | 21q | +208.6%+$1.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 30,457 | 0.00% | 30q | HELD |
| Hirtle & Co., LLC | $2.7M | 30,257 | 0.09% | 17q | HELD |
| Steward Partners Investment Advisory, LLC | $2.6M | 29,246 | 0.01% | 10q | +2.9%+$72.4K |
| BRADLEY FOSTER & SARGENT INC/CT | $2.6M | 28,931 | 0.04% | 8q | HELD |
| Atlanta Consulting Group Advisors, LLC | $2.5M | 28,617 | 0.40% | new | NEW |
| HBK Sorce Advisory LLC | $2.5M | 27,118 | 0.05% | 3q | +2.4%+$58.5K |
| BROWN ADVISORY INC | $2.3M | 25,743 | 0.00% | 30q | +38.7%+$635.3K |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $2.2M | 25,041 | 1.78% | 7q | HELD |
| Financial Advisory Corp | $2.2M | 24,420 | 0.29% | 7q | -7.8%-$183.9K |
| TRUST POINT INC. | $2.1M | 24,096 | 0.18% | 11q | HELD |
| HighTower Advisors, LLC | $2.0M | 23,147 | 0.00% | 28q | -1.7%-$35.0K |
| Johnson Financial Group, Inc. | $2.0M | 23,030 | 0.07% | 31q | HELD |
| MCF Advisors LLC | $2.0M | 22,998 | 0.07% | 18q | +29.9%+$469.2K |
| Koss-Olinger Consulting, LLC | $2.0M | 22,041 | 0.15% | 9q | HELD |
| Curi Capital, LLC | $1.8M | 20,523 | 0.03% | 10q | HELD |
| Gradient Investments LLC | $1.8M | 20,316 | 0.02% | 22q | +1.8%+$32.5K |
| Harpswell Capital Advisors, LLC | $1.8M | 20,000 | 1.14% | 4q | -12.2%-$245.3K |
| Bravera Wealth | $1.8M | 19,900 | 0.68% | 3q | +1.0%+$17.7K |
| Argent Trust Co | $1.7M | 19,523 | 0.05% | 14q | +4.2%+$70.2K |
| Wilmington Savings Fund Society, FSB | $1.7M | 19,495 | 0.04% | 29q | HELD |
| Human Investing LLC | $1.6M | 19,006 | 0.11% | 14q | +97.8%+$782.6K |
| PlanVest Financial, Inc | $1.6M | 17,713 | 1.05% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $1.5M | 16,850 | 0.00% | 26q | +20.6%+$254.4K |
| Advisor OS, LLC | $1.5M | 16,836 | 0.10% | 14q | -9.2%-$150.8K |
| STIFEL FINANCIAL CORP | $1.5M | 16,762 | 0.00% | 6q | -3.7%-$57.7K |
| Private Advisor Group, LLC | $1.4M | 15,504 | 0.01% | 13q | +233.0%+$960.0K |
| Alesco Advisors, LLC, An ESL Co | $1.3M | 15,232 | 0.03% | 19q | HELD |
| Beacon Pointe Advisors, LLC | $1.2M | 13,301 | 0.01% | 2q | -70.7%-$2.8M |
| CDKV HOLDINGS LLC | $1.2M | 13,000 | 0.90% | 3q | -31.2%-$522.1K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $1.1M | 12,630 | 0.01% | 30q | HELD |
| OAKWORTH CAPITAL, INC. | $1.1M | 12,257 | 0.05% | 11q | HELD |
| POLEN CAPITAL MANAGEMENT LLC | $1.1M | 11,866 | 0.01% | 20q | -37.1%-$619.7K |
| WESPAC Advisors SoCal, LLC | $1.0M | 11,662 | 0.18% | 21q | HELD |
| MISSION WEALTH MANAGEMENT, LP | $1.0M | 11,660 | 0.01% | 9q | -9.1%-$102.9K |
| Prospera Financial Services Inc | $1.0M | 11,388 | 0.01% | 10q | HELD |
| ISLAY CAPITAL MANAGEMENT, LLC | $1.0M | 11,300 | 0.46% | 22q | HELD |
| OneDigital Investment Advisors LLC | $977.2K | 11,042 | 0.01% | 24q | HELD |
| Disciplined Investments, LLC | $973.3K | 10,998 | 0.16% | 11q | +100.0%+$486.7K |
| Kestra Advisory Services, LLC | $951.3K | 10,750 | 0.00% | 5q | +42.4%+$283.5K |
| SOUTH PLAINS FINANCIAL, INC. | $929.2K | 10,500 | 0.50% | 7q | HELD |
| AtlasMark Financial, Inc | $929.2K | 10,500 | 0.46% | 8q | HELD |
| Cetera Investment Advisers | $919.3K | 10,387 | 0.00% | 10q | -0.7%-$6.1K |
| NORTHERN TRUST CORP | $903.7K | 10,211 | 0.00% | 21q | HELD |
| Convergence Financial, LLC | $895.3K | 10,116 | 0.07% | 4q | +120.3%+$488.9K |
| FIRST HAWAIIAN BANK | $860.2K | 9,720 | 0.11% | 7q | HELD |
| Dana Investment Advisors, Inc. | $859.2K | 9,708 | 0.02% | 10q | +2.2%+$18.3K |
| Widmann Financial Services, Inc. | $824.4K | 9,315 | 0.44% | 15q | +0.5%+$4.4K |
| RFG Advisory, LLC | $777.1K | 8,780 | 0.01% | 21q | HELD |
| COURIER CAPITAL LLC | $773.9K | 8,745 | 0.04% | 6q | -2.5%-$19.9K |
| Security Financial Services, INC. | $750.6K | 8,481 | 0.10% | 4q | +6.5%+$45.9K |
| Integrated Wealth Concepts LLC | $740.6K | 8,368 | 0.00% | 2q | +30.7%+$174.1K |
| FMR LLC | $733.0K | 8,282 | 0.00% | 11q | HELD |
| Cornerstone Management, Inc. | $730.3K | 8,252 | 0.11% | 24q | HELD |
| AE Wealth Management LLC | $726.6K | 8,210 | 0.00% | 14q | +3.7%+$25.8K |
| McClarren Financial Advisors, Inc. | $725.3K | 8,196 | 0.37% | 16q | +4.9%+$33.6K |
| MBE Wealth Management, LLC | $709.1K | 8,012 | 0.25% | 18q | HELD |
Showing the largest 100 of 211 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 206 | $654.4M | 7,400,651 | 18 | 53 | 47 | 0.0% |
| Q1 2026 | 197 | $574.0M | 7,318,134 | 11 | 73 | 39 | 0.0% |
| Q4 2025 | 196 | $549.2M | 6,673,898 | 21 | 48 | 37 | 0.0% |
| Q3 2025 | 185 | $520.6M | 6,412,963 | 13 | 37 | 54 | 0.0% |
| Q2 2025 | 179 | $458.9M | 6,076,376 | 17 | 52 | 40 | 0.0% |
| Q1 2025 | 170 | $420.3M | 6,220,853 | 15 | 58 | 32 | 0.0% |
| Q4 2024 | 170 | $421.7M | 5,943,065 | 12 | 44 | 46 | 0.0% |
| Q3 2024 | 163 | $377.5M | 5,442,819 | 17 | 48 | 36 | 0.0% |
| Q2 2024 | 149 | $382.3M | 5,845,279 | 19 | 35 | 37 | 0.0% |
| Q1 2024 | 135 | $422.3M | 6,645,812 | 13 | 36 | 40 | 0.0% |
| Q4 2023 | 131 | $380.1M | 6,545,265 | 18 | 34 | 24 | 0.0% |
| Q3 2023 | 111 | $304.9M | 5,977,988 | 11 | 36 | 29 | 0.0% |
| Q2 2023 | 108 | $295.3M | 5,608,583 | 12 | 26 | 31 | 0.0% |
| Q1 2023 | 102 | $288.1M | 5,736,029 | 11 | 37 | 23 | 0.0% |
| Q4 2022 | 91 | $208.1M | 4,454,859 | 9 | 29 | 18 | 0.0% |
| Q3 2022 | 114 | $227.9M | 5,158,432 | 10 | 48 | 17 | 0.0% |
| Q2 2022 | 113 | $225.5M | 4,887,622 | 14 | 38 | 19 | 0.0% |
| Q1 2022 | 113 | $306.9M | 5,519,234 | 13 | 44 | 18 | 0.0% |
| Q4 2021 | 111 | $307.2M | 5,229,163 | 18 | 32 | 19 | 0.0% |
| Q3 2021 | 88 | $258.1M | 4,770,684 | 10 | 26 | 19 | 0.0% |
| Q2 2021 | 80 | $262.7M | 4,926,885 | 9 | 23 | 16 | 0.0% |
| Q1 2021 | 77 | $249.9M | 5,032,081 | 13 | 26 | 16 | 0.0% |
| Q4 2020 | 71 | $225.7M | 4,885,719 | 11 | 24 | 10 | 0.0% |
| Q3 2020 | 58 | $183.4M | 4,420,404 | 11 | 14 | 10 | 0.0% |
| Q2 2020 | 51 | $153.4M | 4,023,706 | 9 | 16 | 7 | 0.0% |
| Q1 2020 | 52 | $129.1M | 4,050,511 | 8 | 20 | 6 | 0.0% |
| Q4 2019 | 49 | $88.8M | 2,250,855 | 10 | 10 | 10 | 0.0% |
| Q3 2019 | 39 | $74.8M | 2,050,018 | 3 | 15 | 5 | 0.0% |
| Q2 2019 | 39 | $71.0M | 1,981,254 | 8 | 13 | 3 | 0.0% |
| Q1 2019 | 34 | $64.8M | 1,859,644 | 11 | 11 | 5 | 0.0% |
| Q4 2018 | 26 | $41.7M | 1,358,508 | 2 | 1 | 0 | 0.0% |