Who owns CATH?
Institutional ownership of Global X S&P 500 Catholic Values ETF from Form 13F, Q2 2026
212 institutional managers reported holding Global X S&P 500 Catholic Values ETF (CATH) in Form 13F filings for Q2 2026, with 7,258,071 shares worth $642M. The largest reported holder was Fund Evaluation Group, LLC. Managers that filed both quarters added a net 342,527 shares (+5.0%). 18 opened new positions and 6 sold out.
- Funds holding
- 212
- Value held
- $642M
- New / sold out
- 18 / 6
- Net shares, same filers
- +5.0%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of CATH
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| Fund Evaluation Group, LLC | $86.4M | 13.5% | 976,483 | Added |
| Morgan Stanley | $47.6M | 7.4% | 537,387 | Trimmed |
| CENTRAL TRUST Co | $47.1M | 7.3% | 532,259 | Trimmed |
| Bank of America Corp | $41.2M | 6.4% | 465,612 | Added |
| Truist Financial Corp | $29.7M | 4.6% | 335,770 | Added |
| BCM Advisors, LLC | $20.1M | 3.2% | 229,489 | Trimmed |
| Choate Investment Advisors | $18.3M | 2.9% | 207,035 | Added |
| LPL Financial LLC | $15.4M | 2.4% | 174,006 | Added |
| Wells Fargo & Company | $14.6M | 2.3% | 164,446 | Added |
| Corient Private Wealth LP | $14.3M | 2.2% | 161,371 | Added |
| Fort Washington Investment Advisors Inc | $13.3M | 2.1% | 150,823 | Unchanged |
| Common Fund for Nonprofit Organizations | $10.7M | 1.7% | 121,008 | Unchanged |
| Commerce Bank | $10.6M | 1.7% | 120,135 | Unchanged |
| Brown Brothers Harriman & Co | $9.8M | 1.5% | 110,886 | Added |
| Ameriprise Financial Inc | $9.7M | 1.5% | 110,112 | Added |
| Sound View Wealth Advisors Group, LLC | $8.6M | 1.3% | 97,427 | Trimmed |
| Fifth Third Bancorp | $8.1M | 1.3% | 91,725 | Trimmed |
| Allworth Financial LP | $7.3M | 1.1% | 83,032 | Trimmed |
| Northwestern Mutual Wealth Management Co | $6.6M | 1.0% | 74,275 | Added |
| First Bank & Trust | $6.5M | 1.0% | 73,966 | Trimmed |
| Royal Bank of Canada | $6.5M | 1.0% | 73,363 | Trimmed |
| First National Bank of Omaha | $5.9M | 0.9% | 67,681 | Added |
| Baird Financial Group, Inc. | $5.8M | 0.9% | 65,002 | Added |
| Dagco, Inc. | $5.8M | 0.9% | 65,000 | Unchanged |
| Raymond James Financial Inc | $5.5M | 0.9% | 62,606 | Added |
Share of 13F holdings is each fund's shares as a share of the 7,258,071 CATH shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Fund Evaluation Group, LLC Added+$21.1M
- Truist Financial Corp Added+$5.6M
- Choate Investment Advisors Added+$3.8M
- Atlanta Consulting Group Advisors, LLC New+$2.5M
- Corient Private Wealth LP Added+$2.4M
- Brown Brothers Harriman & Co Added+$2.2M
- Bank of America Corp Added+$2.0M
- Susquehanna International Group, LLP Added+$1.9M
- LPL Financial LLC Added+$1.3M
- Cambridge Investment Research Advisors, Inc. Added+$1.1M
Biggest sellers in Q2 2026
- Aristotle Capital Management, LLC Trimmed-$7.0M
- Jane Street Group, LLC Trimmed-$3.5M
- Beacon Pointe Advisors, LLC Trimmed-$2.8M
- Old National Bancorp Trimmed-$2.1M
- Morgan Stanley Trimmed-$1.9M
- CENTRAL TRUST Co Trimmed-$1.9M
- Kovack Advisors, Inc. Sold out-$1.1M
- Sound View Wealth Advisors Group, LLC Trimmed-$1.1M
- First Bank & Trust Trimmed-$956K
- BCM Advisors, LLC Trimmed-$640K
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $58.0M and sold $27.5M; 60 added and 59 trimmed.
Questions about CATH ownership
- Who owns CATH stock?
- 212 institutional investment managers reported CATH positions in their Form 13F filings for Q2 2026, holding 7,258,071 shares worth $642M in total. Fund Evaluation Group, LLC reported the largest position.
- Are funds buying or selling CATH?
- In Q2 2026, 18 managers opened new CATH positions, 60 added, 59 trimmed and 6 sold out. Managers that filed in both quarters added a net 342,527 shares.
- How current is this CATH institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to CATH by CUSIP. Options are left out. CATH news and filings · CATH insider trades · Top funds