Who Owns GLOBAL X FDS (CATH)? -- Institutional Holders (2026-03-31)
212 institutions reported holding $555.7M of GLOBAL X FDS (CATH) in SEC 13F filings for 2026-03-31. Largest institutional holders: Fund Evaluation Group, LLC ($57.7M), MORGAN STANLEY ($43.7M), CENTRAL TRUST Co ($43.2M), BANK OF AMERICA CORP /DE/ ($34.6M), TRUIST FINANCIAL CORP ($21.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Fund Evaluation Group, LLC | $57.7M | 738,456 | Added |
| 2 | MORGAN STANLEY | $43.7M | 559,233 | Added |
| 3 | CENTRAL TRUST Co | $43.2M | 553,308 | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $34.6M | 442,550 | Added |
| 5 | TRUIST FINANCIAL CORP | $21.3M | 272,676 | Added |
| 6 | BCM ADVISORS, LLC | $20.4M | 236,788 | Added |
| 7 | Choate Investment Advisors | $12.8M | 163,918 | Added |
| 8 | WELLS FARGO & COMPANY/MN | $12.8M | 163,914 | Trimmed |
| 9 | LPL Financial LLC | $12.5M | 159,331 | Added |
| 10 | CWM, LLC | $12.4M | 158,292 | Added |
| 11 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $11.8M | 150,948 | Added |
| 12 | Corient Private Wealth LLC | $10.5M | 134,810 | Trimmed |
| 13 | Aristotle Capital Management, LLC | $9.8M | 125,879 | Trimmed |
| 14 | COMMON FUND FOR NONPROFIT ORGANIZATIONS | $9.5M | 121,008 | Added |
| 15 | COMMERCE BANK | $9.4M | 120,135 | Trimmed |
| 16 | Sound View Wealth Advisors Group, LLC | $8.6M | 109,895 | Trimmed |
| 17 | AMERIPRISE FINANCIAL INC | $8.0M | 102,317 | Added |
| 18 | FIFTH THIRD BANCORP | $7.3M | 93,138 | Added |
| 19 | BROWN BROTHERS HARRIMAN & CO | $6.8M | 86,447 | Added |
| 20 | First Bank & Trust | $6.6M | 84,766 | Trimmed |
| 21 | Allworth Financial LP | $6.5M | 83,575 | Added |
| 22 | Royal Bank of Canada | $5.7M | 73,559 | Added |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.7M | 73,455 | Added |
| 24 | DAGCO, INC. | $5.1M | 65,000 | Trimmed |
| 25 | Cerity Partners LLC | $4.9M | 62,337 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31