Who Owns CATH?
Global X - S&P 500 Catholic Values ETF — Institutional Ownership & 13F Holdings
$86.38
+0.74 (+0.87%)
Market Cap
$1.1B
Shares Outstanding
12,775,711
Institutional Holders
180
Total Inst. Value
$534.5M
% of Float Held
—
QoQ Holder Change
+73
Institutional data as of Q1 2025
New Positions
35
Closed Positions
14
Increased
67
Decreased
36
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Bank Julius Baer & Co. Ltd, Zurich | $169.7M | 2,223 |
| 2 | BANK OF AMERICA CORP /DE/ | $59.7M | 883,660 |
| 3 | CENTRAL TRUST Co | $42.5M | 628,798 |
| 4 | Fund Evaluation Group, LLC | $32.8M | 486,370 |
| 5 | MORGAN STANLEY | $27.3M | 404,065 |
| 6 | TRUIST FINANCIAL CORP | $18.8M | 277,647 |
| 7 | BCM ADVISORS, LLC | $16.2M | 234,958 |
| 8 | WELLS FARGO & COMPANY/MN | $14.7M | 217,590 |
| 9 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $9.3M | 138,103 |
| 10 | Aristotle Capital Management, LLC | $6.3M | 92,845 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +73K | $59.7M |
| CENTRAL TRUST Co | +694 | $42.5M |
| Fund Evaluation Group, LLC | +113K | $32.8M |
| MORGAN STANLEY | +34K | $27.3M |
| BCM ADVISORS, LLC | +3K | $16.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Heck Capital Advisors, LLC | -359K | $96K |
| KEYBANK NATIONAL ASSOCIATION/OH | -65K | $3.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -17K | $1.1M |
| TRUIST FINANCIAL CORP | -13K | $18.8M |
| Venture Visionary Partners LLC | -10K | $668K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold CATH?
As of Q1 2025, 180 institutional investors report holding CATH (Global X - S&P 500 Catholic Values ETF) in their 13F filings.
Which hedge fund owns the most CATH?
The largest institutional holder of CATH is Bank Julius Baer & Co. Ltd, Zurich with $169.7M in shares.
Are institutions buying or selling CATH?
This quarter, 35 institutions opened new positions in CATH and 14 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.