Who owns CATH?
Global X S&P 500 Catholic Values ETF · Global X
212 institutions reported holding CATH, worth $642.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CATH
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Fund Evaluation Group, LLC | Cincinnati, OH | $86.4M | 976,483 | +238,027 shares |
| Morgan Stanley | New York, NY | $47.6M | 537,387 | −21,846 shares |
| CENTRAL TRUST Co | Jefferson City, MO | $47.1M | 532,259 | −21,049 shares |
| Bank of America Corp. | Charlotte, NC | $41.2M | 465,612 | +23,062 shares |
| Truist Financial Corp. | Charlotte, NC | $29.7M | 335,770 | +63,094 shares |
| BCM Advisors, LLC | Lafayette, LA | $20.1M | 229,489 | −7,299 shares |
| Choate Investment Advisors | Boston, MA | $18.3M | 207,035 | +43,117 shares |
| LPL Financial LLC | Fort Mill, SC | $15.4M | 174,006 | +14,675 shares |
| Wells Fargo & Company | San Francisco, CA | $14.6M | 164,446 | +532 shares |
| Corient Private Wealth LP | Miami, FL | $14.3M | 161,371 | +26,561 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CATH?
212 institutional managers reported holding CATH in Form 13F filings for June 30, 2026, worth $642.2M in total. The largest reported position was held by Fund Evaluation Group, LLC, at $86.4M.
Did institutions buy or sell CATH last quarter?
Reported 13F value rose 18.4% from March 31, 2026, which includes price moves as well as buying and selling. 20 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CATH ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.