Who Owns Global X - S&P 500 Catholic Values ETF (CATH)?Hedge Fund & Institutional Holders

$79.53-0.34 (-0.43%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -1

Price History

$59.85$65.84$71.83$77.82$83.81Jul 24May 25Mar 26

CATH — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CENTRAL TRUST CoNew Position+554K+$45.6B
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/New Position+147K+$12.1B
DAGCO, INC.New Position+71K+$5.9B
FIRST NATIONAL BANK OF OMAHANew Position+56K+$4.0B
KEYBANK NATIONAL ASSOCIATION/OHNew Position+46K+$3.8B
Aristotle Capital Management, LLCIncreased+42K+$3.5B
Chevy Chase Trust Holdings, LLCNew Position+35K+$2.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+25K+$2.0B
Koss-Olinger Consulting, LLCNew Position+22K+$1.8B
MCF Advisors LLCNew Position+19K+$1.5B
ALESCO ADVISORS LLCNew Position+16K+$1.3B
RAYMOND JAMES FINANCIAL INCIncreased+24K+$1.2B
Oakworth Capital, Inc.New Position+12K+$1.0B
JONES FINANCIAL COMPANIES LLLPNew Position+19K+$1.0B
Wilmington Savings Fund Society, FSBNew Position+19K+$1.0B

CATH — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CAPTRUST FINANCIAL ADVISORSDecreased-5K-$8.5B
WELLS FARGO & COMPANY/MNDecreased-41K-$4.0B
CLIFFORD SWAN INVESTMENT COUNSEL LLCDecreased-37K-$3.8B
Mariner, LLCDecreased-120-$3.7B
Fund Evaluation Group, LLCDecreased-48K-$3.1B
Creative PlanningDecreased-3K-$2.9B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-26K-$2.5B
ROYAL BANK OF CANADADecreased-22K-$2.4B
NorthRock Partners, LLCClosed Position-28K-$2.3B
STONEHAVEN WEALTH & TAX SOLUTIONS, LLCDecreased-360-$2.0B
OSAIC HOLDINGS, INC.Decreased-174-$1.1B
Prospera Financial Services IncDecreased-756-$903.0M
Venture Visionary Partners LLCDecreased-555-$783.3M
Steward Partners Investment Advisory, LLCDecreased-437-$550.3M
BROWN ADVISORY INCDecreased-94-$512.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Fund Evaluation Group, LLC685,651$56.4B1.86%Share
2CENTRAL TRUST Co554,409$45.6B0.89%Share
3FORT WASHINGTON INVESTMENT ADVISORS INC /OH/146,948$12.1B0.06%Share
4BANK OF AMERICA CORP /DE/150,514$12.0B0.00%Share
5WELLS FARGO & COMPANY/MN152,476$12.0B0.00%Share
6BANK OF AMERICA CORP /DE/151,598$12.0B0.00%Share
7Aristotle Capital Management, LLC131,269$10.8B0.02%Share
8COMMERCE BANK125,875$10.0B0.06%Share
9BANK OF AMERICA CORP /DE/129,801$10.0B0.00%Share
10Sound View Wealth Advisors Group, LLC114,379$9.4B0.63%Share
11AMERIPRISE FINANCIAL INC97,616$8.0B0.00%Share
12DAGCO, INC.71,295$5.9B1.35%Share
13FIFTH THIRD BANCORP59,762$4.9B0.02%Share
14Baird Financial Group, Inc.53,398$4.0B0.01%Share
15SEI INVESTMENTS CO49,051$4.0B0.00%Share
16BROWN BROTHERS HARRIMAN & CO54,268$4.0B0.02%Share
17FIRST NATIONAL BANK OF OMAHA56,125$4.0B0.12%Share
18KEYBANK NATIONAL ASSOCIATION/OH45,982$3.8B0.01%Share
19Hirtle Callaghan & Co LLC40,257$3.3B0.11%Share
20ROYAL BANK OF CANADA40,842$3.0B0.00%Share
21RAYMOND JAMES FINANCIAL INC37,203$3.0B0.00%Share
22COMERICA BANK30,043$2.5B0.01%Share
23Trust Point Inc.29,576$2.4B0.19%Share
24POLEN CAPITAL MANAGEMENT LLC27,566$2.3B0.01%Share
25Financial Advisory Corp25,346$2.1B0.30%Share
26UBS Group AG24,817$2.0B0.00%Share
27CLIFFORD SWAN INVESTMENT COUNSEL LLC34,876$2.0B0.07%Share
28COMMONWEALTH EQUITY SERVICES, LLC25,455$2.0B0.00%Share
29ROYAL BANK OF CANADA27,174$2.0B0.00%Share
30Steward Partners Investment Advisory, LLC31,025$2.0B0.01%Share
31Chevy Chase Trust Holdings, LLC35,445$2.0B0.01%Share
32BRADLEY FOSTER & SARGENT INC/CT28,362$2.0B0.03%Share
33OLD NATIONAL BANCORP /IN/23,770$2.0B0.03%Share
34Johnson Financial Group, Inc.23,030$1.9B0.07%Share
35Koss-Olinger Consulting, LLC22,041$1.8B0.14%Share
36MCF Advisors LLC18,727$1.5B0.09%Share
37Gradient Investments LLC15,957$1.3B0.02%Share
38ALESCO ADVISORS LLC15,847$1.3B0.03%Share
39Oakworth Capital, Inc.12,257$1.0B0.05%Share
40SILVERCREST ASSET MANAGEMENT GROUP LLC13,910$1.0B0.01%Share
41JONES FINANCIAL COMPANIES LLLP19,307$1.0B0.00%Share
42STIFEL FINANCIAL CORP15,404$1.0B0.00%Share
43Wilmington Savings Fund Society, FSB19,495$1.0B0.02%Share
44Curi Capital, LLC20,151$1.0B0.02%Share
45MERCER GLOBAL ADVISORS INC /ADV17,748$1.0B0.00%Share
46WELLS FARGO & COMPANY/MN16,993$1.0B0.00%Share
47RAYMOND JAMES FINANCIAL INC20,923$1.0B0.00%Share
48BROWN ADVISORY INC18,562$1.0B0.00%Share
49SMITH CHAS P & ASSOCIATES PA CPAS11,840$973.0M0.05%Share
50WESPAC Advisors SoCal, LLC11,662$958.0M0.19%Share

CATH Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025196$303.7B+72
Q3 2025124$247.9B-42
Q2 2025166$321.1B-14
Q1 2025180$368.4B+20
Q4 2024160$7.7T+27
Q3 2024133$22.5T+7
Q2 2024126$18.3T+19
Q1 2024107$670.1T—

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As of Q4 2025, 50 institutional investors hold CATH (Global X - S&P 500 Catholic Values ETF). The largest holder is Fund Evaluation Group, LLC with $56.4B in shares. This quarter, 13 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own CATH?

As of Q4 2025, 50 institutional investors report holding CATH (Global X - S&P 500 Catholic Values ETF) in their 13F filings.

Who is the largest institutional holder of CATH?

The largest institutional holder of CATH is Fund Evaluation Group, LLC with $56.4B in shares.

Is institutional ownership of CATH increasing or decreasing?

This quarter, 13 institutions opened new positions in CATH and 1 closed their positions.