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Global X S&P 500 CA VAL ETF (CATH)

CUSIP: 37954Y889 | NYSE | 357 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Fund Evaluation Group, LLC960,755
2.1% of portfolio›$87.1M
Central Trust Co468,028
0.8% of portfolio›$42.4M
Truist Financial Corp333,276
0.0% of portfolio›$30.2M
BCM Advisors, LLC218,258
3.8% of portfolio›$19.6M
Fort Washington Investment Advisors Inc149,735
0.1% of portfolio›$13.6M
Fifth Third Bancorp89,693
0.0% of portfolio›$8.1M
Security Financial Services, Inc.82,401
1.0% of portfolio›$7.5M
First Bank & Trust65,834
0.9% of portfolio›$6.0M
Dagco, Inc.65,000
1.0% of portfolio›$5.9M
Keybank National Association50,086
0.0% of portfolio›$4.5M
Creative Planning42,837
0.0% of portfolio›$3.9M
Trust Co of Toledo NA38,462
0.3% of portfolio›$3.5M
Clifford Swan Investment Counsel LLC34,706
0.1% of portfolio›$3.1M
Amarillo National Bank32,732
0.5% of portfolio›$3.0M
Commonwealth Equity Services, LLC29,514
0.0% of portfolio›$2.7M
Stonehaven Wealth & TAX Solutions, LLC24,521
2.1% of portfolio›$2.2M
Financial Advisory Corp23,768
0.3% of portfolio›$2.2M
MCF Advisors LLC23,392
0.1% of portfolio›$2.1M
Gradient Investments LLC20,045
0.0% of portfolio›$1.8M
Wilmington Savings Fund Society, FSB19,495
0.0% of portfolio›$1.8M
Hanson & Doremus Investment Management19,391
1.1% of portfolio›$1.8M
Trust Point Inc.16,353
0.1% of portfolio›$1.5M
Advisor OS, LLC16,106
0.1% of portfolio›$1.5M
First Hawaiian Bank14,843
0.2% of portfolio›$1.3M
Cambridge Investment Research Advisors, Inc.13,577
0.0% of portfolio›$1.2M
Oakworth Capital, Inc.12,257
0.1% of portfolio›$1.1M
Smith Chas P & Associates PA Cpas11,840
0.1% of portfolio›$1.1M
Wespac Advisors SoCal, LLC11,662
0.2% of portfolio›$1.1M
Mission Wealth Management, LP11,660
0.0% of portfolio›$1.1M
Prospera Financial Services Inc11,389
0.0% of portfolio›$1.0M
Islay Capital Management, LLC11,300
0.5% of portfolio›$1.0M
Kestra Advisory Services, LLC11,183
0.0% of portfolio›$1.0M
Cornerstone Management, Inc.10,950
0.1% of portfolio›$992.9K
AtlasMark Financial, Inc10,500
0.5% of portfolio›$952.1K
Cdkv Holdings LLC10,400
0.7% of portfolio›$943.1K
RFG Advisory, LLC9,200
0.0% of portfolio›$834.3K
Human Investing LLC8,643
0.1% of portfolio›$783.8K
Courier Capital LLC8,055
0.0% of portfolio›$730.4K
MBE Wealth Management, LLC8,028
0.3% of portfolio›$728.0K
McClarren Financial Advisors, Inc.7,659
0.4% of portfolio›$694.5K
Firestone Capital Management7,233
0.1% of portfolio›$655.9K
Firethorn Wealth Partners, LLC7,132
0.2% of portfolio›$646.8K
Montecito Bank & Trust6,765
0.1% of portfolio›$613.5K
Venture Visionary Partners LLC6,709
0.0% of portfolio›$608.4K
Founders Grove Wealth Partners, LLC6,599
0.1% of portfolio›$598.4K
Koshinski Asset Management, Inc.6,296
0.0% of portfolio›$570.9K
Farther Finance Advisors, LLC6,281
0.0% of portfolio›$569.5K
Old National Bancorp6,136
0.0% of portfolio›$556.4K
Joseph Group Capital Management6,107
0.1% of portfolio›$553.8K
Lido Advisors, LLC6,029
0.0% of portfolio›$546.7K
Steph & Co5,816
0.1% of portfolio›$527.4K
First Financial Bank - Trust Division5,665
0.0% of portfolio›$513.7K
Convergence Financial, LLC5,551
0.1% of portfolio›$503.4K
Tompkins Financial Corp5,038
0.0% of portfolio›$456.8K
Capital Planning LLC4,937
0.1% of portfolio›$447.7K
Journey Beyond Wealth, LLC4,935
0.3% of portfolio›$447.5K
eCIO, Inc.4,770
0.2% of portfolio›$442.2K
Community Financial Services Group, LLC4,759
0.1% of portfolio›$432.3K
Sterling Investment Counsel, LLC4,729
0.1% of portfolio›$428.8K
Independence Bank of Kentucky4,490
0.0% of portfolio›$407.2K
Thrivent Financial for Lutherans4,325
0.0% of portfolio›$392.0K
Sellwood Investment Partners LLC4,318
0.1% of portfolio›$391.6K
Secure Asset Management, LLC3,871
0.0% of portfolio›$351.0K
Sterling Investment Advisors, Ltd.3,860
0.1% of portfolio›$350.0K
Carlson Financial, Inc.3,837
0.2% of portfolio›$348.0K
Alliance Wealth Advisors, LLC3,704
0.1% of portfolio›$335.9K
Jacobi Capital Management LLC3,700
0.0% of portfolio›$335.5K
GEM Asset Management, LLC3,477
0.1% of portfolio›$315.3K
1900 Wealth Management LLC3,124
0.0% of portfolio›$283.3K
Atria Investments, Inc3,106
0.0% of portfolio›$281.7K
Swmg, LLC3,106
0.1% of portfolio›$282.5K
Bank Julius Baer & Co. Ltd, Zurich3,087
0.0% of portfolio›$280.3K
Wesbanco Bank Inc2,985
0.0% of portfolio›$270.7K
True Link Financial Advisors, LLC2,901
0.0% of portfolio›$263.1K
Pittenger & Anderson Inc2,770
0.0% of portfolio›$251.2K
Wealth Enhancement Advisory Services, LLC2,730
0.0% of portfolio›$251.2K
James T. Borello RIA2,610
0.0% of portfolio›$236.7K
Mutual of America Capital Management LLC2,532
0.0% of portfolio›$227.9K
Calamos Wealth Management LLC2,496
0.0% of portfolio›$226.3K
WBH Advisory Inc2,437
0.0% of portfolio›$221.0K
Ramsay, Stattman, Vela & Price, Inc.2,410
0.0% of portfolio›$218.5K
Elwood & Goetz Wealth Advisory Group, LLC2,388
0.0% of portfolio›$216.5K
Voisard Asset Management Group, Inc.2,312
0.0% of portfolio›$209.7K
RMR Wealth Builders2,228
0.0% of portfolio›$202.0K
Aspect Partners, LLC2,015
0.1% of portfolio›$182.7K
Financial Consulate, Inc1,977
0.0% of portfolio›$179.3K
GoalVest Advisory LLC1,350
0.0% of portfolio›$122.4K
EverSource Wealth Advisors, LLC1,111
0.0% of portfolio›$100.7K
Flagship Wealth Advisors, LLC615
0.0% of portfolio›$55.8K
MassMutual Private Wealth & Trust, FSB550
0.0% of portfolio›$49.9K
Assetmark, Inc418
0.0% of portfolio›$37.9K
US Bancorp \de\410
0.0% of portfolio›$37.2K
Elevation Wealth Partners, LLC338
0.0% of portfolio›$30.6K
IFP Advisors, Inc327
0.0% of portfolio›$29.7K
Foresight Capital Management Advisors, Inc.177
0.0% of portfolio›$16.1K
Quest 10 Wealth Builders, Inc.150
0.0% of portfolio›$13.6K
Mosley Wealth Management100
0.0% of portfolio›$9.2K
Simplex Trading, LLC36
0.0% of portfolio›$3.3K
Root Financial Partners, LLC22
0.0% of portfolio›$2.0K
Tradewinds Capital Management, LLC16
0.0% of portfolio›$1.5K
Farmers & Merchants Trust Co of Chambersburg PA1
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Fund Evaluation Group, LLC
960,755$87.1M2.1%ETFLowCincinnati, OH2026-11-05
Central Trust Co
468,028$42.4M0.8%CoreLowJefferson City, MO2026-11-05
Truist Financial Corp
333,276$30.2M0.0%CoreLowCharlotte, NC2026-10-30
BCM Advisors, LLC
218,258$19.6M3.8%ETFLowLafayette, LA2026-11-03
Fort Washington Investment Advisors Inc
149,735$13.6M0.1%CoreLowCincinnati, OH2026-10-15
Fifth Third Bancorp
89,693$8.1M0.0%IndexVery LowCincinnati, OH2026-11-05
Security Financial Services, Inc.
82,401$7.5M1.0%ETFMediumFort Wayne, IN2026-10-29
First Bank & Trust
65,834$6.0M0.9%CoreLowBrookings, SD2026-10-19
Dagco, Inc.
65,000$5.9M1.0%ETFVery LowWestlake, OH2026-10-20
Keybank National Association
50,086$4.5M0.0%CoreLowBrooklyn, OH2026-11-04
Creative Planning
42,837$3.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Trust Co of Toledo NA
38,462$3.5M0.3%GrowthVery LowHolland, OH2026-10-16
Clifford Swan Investment Counsel LLC
34,706$3.1M0.1%CoreVery LowPasadena, CA2026-11-05
Amarillo National Bank
32,732$3.0M0.5%ETFVery LowAmarillo, TX2026-10-23
Commonwealth Equity Services, LLC
29,514$2.7M0.0%ETFLowWaltham, MA2026-11-02
Stonehaven Wealth & TAX Solutions, LLC
24,521$2.2M2.1%ETFLowAppleton, WI2026-10-22
Financial Advisory Corp
23,768$2.2M0.3%ETFVery LowGrand Rapids, MI2026-10-14
MCF Advisors LLC
23,392$2.1M0.1%ETFLowLexington, KY2026-10-28
Gradient Investments LLC
20,045$1.8M0.0%CoreMediumArden Hills, MN2026-10-08
Wilmington Savings Fund Society, FSB
19,495$1.8M0.0%CoreLowWilmington, DE2026-10-23
Hanson & Doremus Investment Management
19,391$1.8M1.1%CoreVery LowBurlington, VT2026-10-16
Trust Point Inc.
16,353$1.5M0.1%CoreMediumLa Crosse, WI2026-10-27
Advisor OS, LLC
16,106$1.5M0.1%ETFMediumChicago, IL2026-11-03
First Hawaiian Bank
14,843$1.3M0.2%ETFVery LowHonolulu, HI2026-10-14
Cambridge Investment Research Advisors, Inc.
13,577$1.2M0.0%ETFLowFairfield, IA2026-11-02
Oakworth Capital, Inc.
12,257$1.1M0.1%ETFLowBirmingham, AL2026-10-26
Smith Chas P & Associates PA Cpas
11,840$1.1M0.1%CoreVery LowLakeland, FL2026-10-22
Wespac Advisors SoCal, LLC
11,662$1.1M0.2%GrowthMediumPasadena, CA2026-10-13
Mission Wealth Management, LP
11,660$1.1M0.0%ETFLowSanta Barbara, CA2026-10-15
Prospera Financial Services Inc
11,389$1.0M0.0%CoreMediumDallas, TX2026-11-04
Islay Capital Management, LLC
11,300$1.0M0.5%ETFMediumLubbock, TX2026-10-20
Kestra Advisory Services, LLC
11,183$1.0M0.0%CoreLowAustin, TX2026-11-02
Cornerstone Management, Inc.
10,950$992.9K0.1%ETFVery LowDuluth, GA2026-10-16
AtlasMark Financial, Inc
10,500$952.1K0.5%ETFVery LowAustin, TX2026-10-13
Cdkv Holdings LLC
10,400$943.1K0.7%ETFMediumDenver, CO2026-10-28
RFG Advisory, LLC
9,200$834.3K0.0%ETFMediumBirmingham, AL2026-11-03
Human Investing LLC
8,643$783.8K0.1%ETFVery LowLake Oswego, OR2026-10-19
Courier Capital LLC
8,055$730.4K0.0%ETFLowBuffalo, NY2026-10-19
MBE Wealth Management, LLC
8,028$728.0K0.3%ETFVery LowTomah, WI2026-10-26
McClarren Financial Advisors, Inc.
7,659$694.5K0.4%ETFMediumState College, PA2026-10-15
Firestone Capital Management
7,233$655.9K0.1%ETFVery LowSouth Miami, FL2026-11-03
Firethorn Wealth Partners, LLC
7,132$646.8K0.2%ETFLowAugusta, GA2026-10-14
Montecito Bank & Trust
6,765$613.5K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Venture Visionary Partners LLC
6,709$608.4K0.0%CoreLowSylvania, OH2026-10-07
Founders Grove Wealth Partners, LLC
6,599$598.4K0.1%ETFLowRichmond, VA2026-10-16
Koshinski Asset Management, Inc.
6,296$570.9K0.0%ETFLowDecatur, IL2026-10-29
Farther Finance Advisors, LLC
6,281$569.5K0.0%IndexLowSan Francisco, CA2026-10-08
Old National Bancorp
6,136$556.4K0.0%CoreLowEvansville, IN2026-10-20
Joseph Group Capital Management
6,107$553.8K0.1%ETFLowColumbus, OH2026-11-04
Lido Advisors, LLC
6,029$546.7K0.0%GrowthLowLos Angeles, CA2026-11-04
Steph & Co
5,816$527.4K0.1%ETFLowMarinette, WI2026-10-07
First Financial Bank - Trust Division
5,665$513.7K0.0%CoreLowHamilton, OH2026-10-01
Convergence Financial, LLC
5,551$503.4K0.1%ETFMediumColumbia, MO2026-10-27
Tompkins Financial Corp
5,038$456.8K0.0%CoreLowIthaca, NY2026-10-05
Capital Planning LLC
4,937$447.7K0.1%ETFLowBellevue, WA2026-10-09
Journey Beyond Wealth, LLC
4,935$447.5K0.3%ETFLowRoswell, GA2026-11-04
eCIO, Inc.
4,770$442.2K0.2%ETFMediumMadison, WI2026-11-02
Community Financial Services Group, LLC
4,759$432.3K0.1%GrowthLowNewport, VT2026-10-15
Sterling Investment Counsel, LLC
4,729$428.8K0.1%GrowthLowBuffalo, NY2026-10-19
Independence Bank of Kentucky
4,490$407.2K0.0%GrowthLowOwensboro, KY2026-10-26
Thrivent Financial for Lutherans
4,325$392.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Sellwood Investment Partners LLC
4,318$391.6K0.1%ETFLowPortland, OR2026-11-03
Secure Asset Management, LLC
3,871$351.0K0.0%GrowthMediumTroy, MI2026-10-19
Sterling Investment Advisors, Ltd.
3,860$350.0K0.1%GrowthLowBerwyn, PA2026-10-27
Carlson Financial, Inc.
3,837$348.0K0.2%GrowthLowCanby, OR2026-11-05
Alliance Wealth Advisors, LLC
3,704$335.9K0.1%CoreVery LowScranton, PA2026-10-14
Jacobi Capital Management LLC
3,700$335.5K0.0%CoreLowPittston, PA2026-11-05
GEM Asset Management, LLC
3,477$315.3K0.1%ETFLowPlymouth, MI2026-10-13
1900 Wealth Management LLC
3,124$283.3K0.0%ETFLowSan Antonio, TX2026-10-13
Atria Investments, Inc
3,106$281.7K0.0%CoreMediumCharlotte, NC2026-10-15
Swmg, LLC
3,106$282.5K0.1%ETFMediumFort Worth, TX2026-10-23
Bank Julius Baer & Co. Ltd, Zurich
3,087$280.3K0.0%GrowthMediumZurich, Switzerland2026-10-29
Wesbanco Bank Inc
2,985$270.7K0.0%CoreLowWheeling, WV2026-11-04
True Link Financial Advisors, LLC
2,901$263.1K0.0%ETFLowSan Francisco, CA2026-10-27
Pittenger & Anderson Inc
2,770$251.2K0.0%CoreLowLincoln, NE2026-11-02
Wealth Enhancement Advisory Services, LLC
2,730$251.2K0.0%CoreLowPlymouth, MN2026-10-13
James T. Borello RIA
2,610$236.7K0.0%ETFVery LowEast Dundee, IL2026-10-16
Mutual of America Capital Management LLC
2,532$227.9K0.0%IndexLowNew York, NY2026-10-23
Calamos Wealth Management LLC
2,496$226.3K0.0%GrowthMediumNaperville, IL2026-11-02
WBH Advisory Inc
2,437$221.0K0.0%ETFLowBaltimore, MD2026-11-05
Ramsay, Stattman, Vela & Price, Inc.
2,410$218.5K0.0%GrowthVery LowColorado Springs, CO2026-10-19
Elwood & Goetz Wealth Advisory Group, LLC
2,388$216.5K0.0%ETFLowAthens, GA2026-10-28
Voisard Asset Management Group, Inc.
2,312$209.7K0.0%ETFLowGrand Rapids, MI2026-10-13
RMR Wealth Builders
2,228$202.0K0.0%ETFLowMontclair, NJ2026-10-22
Aspect Partners, LLC
2,015$182.7K0.1%ETFMediumFairfax, VA2026-10-20
Financial Consulate, Inc
1,977$179.3K0.0%ETFLowHunt Valley, MD2026-10-23
GoalVest Advisory LLC
1,350$122.4K0.0%ETFMediumNew York, NY2026-10-02
EverSource Wealth Advisors, LLC
1,111$100.7K0.0%CoreMediumBirmingham, AL2026-11-04
Flagship Wealth Advisors, LLC
615$55.8K0.0%ETFLowWakefield, MA2026-11-03
MassMutual Private Wealth & Trust, FSB
550$49.9K0.0%CoreLowSpringfield, MA2026-10-05
Assetmark, Inc
418$37.9K0.0%ETFLowConcord, CA2026-10-21
US Bancorp \de\
410$37.2K0.0%IndexLowMinneapolis, MN2026-11-05
Elevation Wealth Partners, LLC
338$30.6K0.0%ETFLowWalnut Creek, CA2026-10-07
IFP Advisors, Inc
327$29.7K0.0%GrowthLowTampa, FL2026-10-16
Foresight Capital Management Advisors, Inc.
177$16.1K0.0%CoreMediumSaline, MI2026-10-27
Quest 10 Wealth Builders, Inc.
150$13.6K0.0%ETFLowFuquay-Varina, VA2026-11-02
Mosley Wealth Management
100$9.2K0.0%ETFHighAnaheim, CA2026-10-16
Simplex Trading, LLC
36$3.3K0.0%CoreVery HighChicago, IL2026-11-04
Root Financial Partners, LLC
22$2.0K0.0%ETFMediumEncinitas, CA2026-10-21
Tradewinds Capital Management, LLC
16$1.5K0.0%ETFVery HighBellingham, WA2026-10-23
Farmers & Merchants Trust Co of Chambersburg PA
1$00.0%GARPLowChambersburg, PA2026-10-14