13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
CATH

GLOBAL X S&P 500 CA VAL ETF

228 institutions still hold GLOBAL X S&P 500 CA VAL ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 37954Y889·Exchange Traded Fund·228 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$431M
visible holders
Holders
228
filers reporting
Concentration
20.06%
Fund Evaluation Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

228 institutions reported CATH in Q2 2026. Fund Evaluation Group, LLC leads at 20.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Fund Evaluation Group, LLC
CIK 0001356249
$86M976K2.33%Q2 202602
MORGAN STANLEY
CIK 0000895421
$48M537K0.00%Q2 202603
CENTRAL TRUST Co
CIK 0000044365
$47M532K0.85%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$41M466K0.00%Q2 202605
TRUIST FINANCIAL CORP
CIK 0000092230
$30M336K0.04%Q2 202606
BCM ADVISORS, LLC
CIK 0001373017
$20M229K3.92%Q2 202607
Choate Investment Advisors
CIK 0001399794
$18M207K0.32%Q2 202608
LPL Financial LLC
CIK 0001403438
$15M174K0.00%Q2 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$15M164K0.00%Q2 202610
Corient Private Wealth LLC
CIK 0001948780
$14M161K0.02%Q2 202611
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
CIK 0001009016
$13M151K0.07%Q2 202612
CWM, LLC
CIK 0001535847
$12M158K0.03%Q1 202613
COMMERCE BANK
CIK 0001009076
$11M120K0.05%Q2 202614
BROWN BROTHERS HARRIMAN & CO
CIK 0000014661
$10M111K0.04%Q2 202615
AMERIPRISE FINANCIAL INC
CIK 0000820027
$10M110K0.00%Q2 202616
COMMON FUND FOR NONPROFIT ORGANIZATIONS
CIK 0002022949
$9M121K0.91%Q1 202617
Sound View Wealth Advisors Group, LLC
CIK 0001784777
$9M97K0.54%Q2 202618
FIFTH THIRD BANCORP
CIK 0000035527
$8M92K0.01%Q2 202619
Allworth Financial LP
CIK 0001555170
$7M83K0.03%Q2 202620
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$7M74K0.00%Q2 2026
Page 1 of 12
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