Who owns Global X - S&P 500 Catholic Values ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CATH from SEC Form 13F filings across 213 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 213 institutions disclosed 7.3M shares of Global X - S&P 500 Catholic Values ETF worth $641.9M — about 51% of shares outstanding; the largest disclosed holder is Fund Evaluation Group, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
213
13F holders
$641.9M
value, 2026 filers
51%
of shares outstanding (7.3M sh)
21
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CATH's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Fund Evaluation Group, LLC | 976,483 | $86.4M | 2.3% | 6.9% | +32.2% |
| 2 | MORGAN STANLEY | 537,387 | $47.6M | 0.0% | 3.8% | -3.9% |
| 3 | CENTRAL TRUST Co | 532,259 | $47.1M | 0.9% | 3.7% | -3.8% |
| 4 | BANK OF AMERICA CORP /DE/ | 465,612 | $41.2M | 0.0% | 3.3% | +5.2% |
| 5 | TRUIST FINANCIAL CORP | 335,770 | $29.7M | 0.0% | 2.4% | +23.1% |
| 6 | BCM ADVISORS, LLC | 229,489 | $20.1M | 3.9% | 1.6% | -3.1% |
| 7 | Choate Investment Advisors | 207,035 | $18.3M | 0.3% | 1.5% | +26.3% |
| 8 | LPL Financial LLC | 174,006 | $15.4M | 0.0% | 1.2% | +9.2% |
| 9 | WELLS FARGO & COMPANY/MN | 164,446 | $14.6M | 0.0% | 1.2% | +0.3% |
| 10 | Corient Private Wealth LP | 161,371 | $14.3M | 0.0% | 1.1% | +19.7% |
| 11 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 150,823 | $13.3M | 0.1% | 1.1% | -0.1% |
| 12 | COMMON FUND FOR NONPROFIT ORGANIZATIONS | 121,008 | $10.7M | 1.0% | 0.9% | 0.0% |
| 13 | COMMERCE BANK | 120,135 | $10.6M | 0.0% | 0.8% | 0.0% |
| 14 | BROWN BROTHERS HARRIMAN & CO | 110,886 | $9.8M | 0.0% | 0.8% | +28.3% |
| 15 | AMERIPRISE FINANCIAL INC | 110,112 | $9.7M | 0.0% | 0.8% | +7.6% |
| 16 | Sound View Wealth Advisors Group, LLC | 97,427 | $8.6M | 0.5% | 0.7% | -11.3% |
| 17 | FIFTH THIRD BANCORP | 91,725 | $8.1M | 0.0% | 0.6% | -1.5% |
| 18 | Allworth Financial LP | 83,032 | $7.3M | 0.0% | 0.6% | -0.6% |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 74,275 | $6.6M | 0.0% | 0.5% | +1.1% |
| 20 | First Bank & Trust | 73,966 | $6.5M | 1.0% | 0.5% | -12.7% |
| 21 | ROYAL BANK OF CANADA | 73,363 | $6.5M | 0.0% | 0.5% | -0.3% |
| 22 | FIRST NATIONAL BANK OF OMAHA | 67,681 | $5.9M | 0.2% | 0.5% | +8.3% |
| 23 | Baird Financial Group, Inc. | 65,002 | $5.8M | 0.0% | 0.5% | +14.8% |
| 24 | DAGCO, INC. | 65,000 | $5.8M | 1.1% | 0.5% | 0.0% |
| 25 | RAYMOND JAMES FINANCIAL INC | 62,606 | $5.5M | 0.0% | 0.4% | +4.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.