DOSSIER · 13F Holders · Q1 2026CyclicalNet sold

CATH

Global X S&P 500 Catholic Valu

216 institutions still hold Global X S&P 500 Catholic Valu as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 37954y889·216 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 1.9%

vs prior quarter

13F value held

$360M

69.0% inst. owned

of float

Holders

216

+30 QoQ

filers reporting

Activity

+69 / −14

+880 added · −895 reduced

this quarter

Concentration

16.04%

Fund Evaluation Group, LLC #1

top holder share

AI Holders Summary · Q1 2026

216 institutions reported CATH in Q1 2026. Fund Evaluation Group, LLC leads at 16.0% of the visible book. +30 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

Fund Evaluation Group, LLC

$58M738K1.77%Q1 2026 02

$44M559K0.00%Q1 2026 03

CENTRAL TRUST Co

$43M553K0.85%Q1 2026 04

BANK OF AMERICA CORP /DE/

$35M443K0.00%Q1 2026 05

TRUIST FINANCIAL CORP

$21M273K0.03%Q1 2026 06

BCM ADVISORS, LLC

$20M237K4.03%Q1 2026 07

Choate Investment Advisors

$13M164K0.25%Q1 2026 08

WELLS FARGO & COMPANY/MN

$13M164K0.00%Q1 2026 09

LPL Financial LLC

$12M159K0.00%Q1 2026 10

$12M158K0.03%Q1 2026 11

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

$12M151K0.07%Q1 2026 12

Corient Private Wealth LLC

$11M135K0.02%Q1 2026 13

Aristotle Capital Management, LLC

$10M126K0.02%Q1 2026 14

COMMON FUND FOR NONPROFIT ORGANIZATIONS

$9M121K0.91%Q1 2026 15

$9M120K0.05%Q1 2026 16

Sound View Wealth Advisors Group, LLC

$9M110K0.58%Q1 2026 17

AMERIPRISE FINANCIAL INC

$8M102K0.00%Q1 2026 18

FIFTH THIRD BANCORP

$7M93K0.01%Q1 2026 19

BROWN BROTHERS HARRIMAN & CO

$7M86K0.04%Q1 2026 20

First Bank & Trust

$7M85K1.07%Q1 2026

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