CATH — Global X Fds Institutional Holders · Q3 2026
Who owns Global X Fds (CATH)? 13 institutions reported holding $5.76M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($1.8M), Montecito Bank & Trust ($613,450), Venture Visionary Partners LLC ($608,372).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gradient Investments LLC | $1.8M | 20,045 | Trimmed |
| 2 | Montecito Bank & Trust | $613,450 | 6,765 | Hold |
| 3 | Venture Visionary Partners LLC | $608,372 | 6,709 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $569,541 | 6,281 | Trimmed |
| 5 | STEPH & CO | $527,395 | 5,816 | Hold |
| 6 | FIRST FINANCIAL BANK - TRUST DIVISION | $513,702 | 5,665 | Added |
| 7 | TOMPKINS FINANCIAL CORP | $456,846 | 5,038 | Hold |
| 8 | Capital Planning LLC | $447,687 | 4,937 | Hold |
| 9 | GoalVest Advisory LLC | $122,418 | 1,350 | Added |
| 10 | MassMutual Private Wealth & Trust, FSB | $49,874 | 550 | Hold |
| 11 | ELEVATION WEALTH PARTNERS, LLC | $30,632 | 338 | Trimmed |
| 12 | Coastline Trust Co | $0 | 0 | Exited |
| 13 | Harpswell Capital Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30