Who Owns GLOBAL X FDS (CATH)? -- Institutional Holders (2026-06-30)
97 institutions reported holding $185.9M of GLOBAL X FDS (CATH) in SEC 13F filings for 2026-06-30. Largest institutional holders: CENTRAL TRUST Co ($47.1M), TRUIST FINANCIAL CORP ($29.7M), BCM ADVISORS, LLC ($20.1M), FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ ($13.3M), First Bank & Trust ($6.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CENTRAL TRUST Co | $47.1M | 532,259 | Trimmed |
| 2 | TRUIST FINANCIAL CORP | $29.7M | 335,770 | Added |
| 3 | BCM ADVISORS, LLC | $20.1M | 229,489 | Trimmed |
| 4 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $13.3M | 150,823 | Trimmed |
| 5 | First Bank & Trust | $6.5M | 73,966 | Trimmed |
| 6 | DAGCO, INC. | $5.8M | 65,000 | Hold |
| 7 | KEYBANK NATIONAL ASSOCIATION/OH | $4.2M | 47,980 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $4.2M | 47,786 | Added |
| 9 | TRUST CO OF TOLEDO NA /OH/ | $3.4M | 38,462 | Added |
| 10 | AMARILLO NATIONAL BANK | $3.0M | 33,419 | Hold |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 30,457 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $2.3M | 25,596 | Added |
| 13 | Financial Advisory Corp | $2.2M | 24,420 | Trimmed |
| 14 | TRUST POINT INC. | $2.1M | 24,096 | Added |
| 15 | Gradient Investments LLC | $1.8M | 20,316 | Added |
| 16 | Bravera Wealth | $1.8M | 19,900 | Added |
| 17 | BRYN MAWR TRUST Co | $1.7M | 19,495 | Hold |
| 18 | Hanson & Doremus Investment Management | $1.6M | 18,207 | Added |
| 19 | Private Advisor Group, LLC | $1.4M | 15,504 | Added |
| 20 | CDKV HOLDINGS LLC | $1.2M | 13,000 | Trimmed |
| 21 | OAKWORTH CAPITAL, INC. | $1.1M | 12,257 | Hold |
| 22 | POLEN CAPITAL MANAGEMENT LLC | $1.1M | 11,866 | Trimmed |
| 23 | WESPAC Advisors SoCal, LLC | $1.0M | 11,662 | Hold |
| 24 | MISSION WEALTH MANAGEMENT, LP | $1.0M | 11,660 | Trimmed |
| 25 | Prospera Financial Services Inc | $1.0M | 11,388 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30