CATH

Global X S&P 500 Ca Val ETFETF
UnclassifiedUSCUSIP 37954Y889◍ Confluence graph
Tracked 13F Holders
194
-63 QoQ
13F Value (tracked)
$586.8M
13F Moves · latest Q
14 added
15 trimmed
Recent Filings
0

Who owns CATH?

194 tracked 13F filers

194 tracked 13F filers disclose a position in CATH as of the latest SEC 13F filings, a combined $586.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Fund Evaluation Group, LLC
$86.4M
976K
+32%
Added · +238K sh
Q2 2026
2MORGAN STANLEY
$43.7M
559K
+9.1%
Added · +47K sh
Q1 2026
3CENTRAL TRUST Co
$43.2M
553K
−0.2%
Reduced · −1K sh
Q1 2026
4BANK OF AMERICA CORP /DE/
$34.6M
443K
+2.5%
Added · +11K sh
Q1 2026
5TRUIST FINANCIAL CORP
$21.3M
273K
+0.2%
Added · +606 sh
Q1 2026
6BCM ADVISORS, LLC
$20.1M
229K
−3.1%
Reduced · −7K sh
Q2 2026
7Choate Investment Advisors
$18.3M
207K
+26%
Added · +43K sh
Q2 2026
8WELLS FARGO & COMPANY/MN
$12.8M
164K
−3.3%
Reduced · −6K sh
Q1 2026
9LPL Financial LLC
$12.5M
159K
+7.3%
Added · +11K sh
Q1 2026
10CWM, LLC
$12.4M
158K
+7.2%
Added · +11K sh
Q1 2026
11FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
$11.8M
151K
+2.7%
Added · +4K sh
Q1 2026
12Corient Private Wealth LLC
$10.5M
135K
−8.6%
Reduced · −13K sh
Q1 2026
13Aristotle Capital Management, LLC
$9.8M
126K
−4.1%
Reduced · −5K sh
Q1 2026
14COMMERCE BANK
$10.6M
120K
Held
Q2 2026
15BROWN BROTHERS HARRIMAN & CO
$9.8M
111K
+28%
Added · +24K sh
Q2 2026
16AMERIPRISE FINANCIAL INC
$8.0M
102K
+4.8%
Added · +5K sh
Q1 2026
17Sound View Wealth Advisors Group, LLC
$8.6M
97K
−11%
Reduced · −12K sh
Q2 2026
18FIFTH THIRD BANCORP
$7.3M
93K
+56%
Added · +33K sh
Q1 2026
19Allworth Financial LP
$6.5M
84K
+1.9%
Added · +2K sh
Q1 2026
20First Bank & Trust
$6.5M
74K
−13%
Reduced · −11K sh
Q2 2026
21ROYAL BANK OF CANADA
$5.7M
74K
+6.4%
Added · +4K sh
Q1 2026
22NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$5.7M
73K
+9.7%
Added · +6K sh
Q1 2026
23FIRST NATIONAL BANK OF OMAHA
$5.9M
68K
+8.3%
Added · +5K sh
Q2 2026
24DAGCO, INC.
$5.8M
65K
Held
Q2 2026
25Cerity Partners LLC
$4.9M
62K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is CATH being bought or sold by institutions?

Last quarter, 0 funds opened a new position in CATH and 14 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
0
funds
Added
14
funds
Reduced
15
funds
Exited
0
funds

Funds that own CATH also own

CompanyCo-held byCombined value
APPLE INCAAPL96 funds$17.0B
MICROSOFT CORPMSFT94 funds$18.9B
BERKSHIRE HATHAWAY INC-CL BBRK/B93 funds$3.4B
ALPHABET INC-CL AGOOGL92 funds$8.4B
NVIDIA CORPNVDA91 funds$18.2B
ALPHABET INC-CL CGOOG89 funds$11.2B
SS SPDR S&P 500 ETF TRUST-USSPY89 funds$4.9B
JPMORGAN CHASE & COJPM89 funds$4.6B
ISHARES CORE S&P 500 ETFIVV88 funds$12.9B
AMAZON.COM INCAMZN88 funds$11.9B
VANGUARD S&P 500 ETFVOO86 funds$6.8B
VANGUARD TOTAL STOCK MKT ETFVTI86 funds$3.3B

Ranked by how many of CATH's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

122 funds-8 since Q3 2024
093185Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $261.9M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for CATH

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Ask your agent what changed in CATH

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CATH/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for CATH.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CATH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.