Who Owns GLOBAL X FDS (CATH)? -- Institutional Holders (2026-06-30)
218 institutions reported holding $640.7M of GLOBAL X FDS (CATH) in SEC 13F filings for 2026-06-30. Largest institutional holders: Fund Evaluation Group, LLC ($86.4M), MORGAN STANLEY ($47.6M), CENTRAL TRUST Co ($47.1M), BANK OF AMERICA CORP /DE/ ($41.2M), TRUIST FINANCIAL CORP ($29.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Fund Evaluation Group, LLC | $86.4M | 976,483 | Added |
| 2 | MORGAN STANLEY | $47.6M | 537,387 | Trimmed |
| 3 | CENTRAL TRUST Co | $47.1M | 532,259 | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $41.2M | 465,612 | Added |
| 5 | TRUIST FINANCIAL CORP | $29.7M | 335,770 | Added |
| 6 | BCM ADVISORS, LLC | $20.1M | 229,489 | Trimmed |
| 7 | Choate Investment Advisors | $18.3M | 207,035 | Added |
| 8 | LPL Financial LLC | $15.4M | 174,006 | Added |
| 9 | WELLS FARGO & COMPANY/MN | $14.6M | 164,446 | Added |
| 10 | Corient Private Wealth LLC | $14.3M | 161,371 | Added |
| 11 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $13.3M | 150,823 | Trimmed |
| 12 | COMMON FUND FOR NONPROFIT ORGANIZATIONS | $10.7M | 121,008 | Hold |
| 13 | COMMERCE BANK | $10.6M | 120,135 | Hold |
| 14 | BROWN BROTHERS HARRIMAN & CO | $9.8M | 110,886 | Added |
| 15 | AMERIPRISE FINANCIAL INC | $9.7M | 110,112 | Added |
| 16 | Sound View Wealth Advisors Group, LLC | $8.6M | 97,427 | Trimmed |
| 17 | FIFTH THIRD BANCORP | $8.1M | 91,725 | Trimmed |
| 18 | Allworth Financial LP | $7.3M | 83,032 | Trimmed |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.6M | 74,275 | Added |
| 20 | First Bank & Trust | $6.5M | 73,966 | Trimmed |
| 21 | Royal Bank of Canada | $6.5M | 73,363 | Trimmed |
| 22 | FIRST NATIONAL BANK OF OMAHA | $5.9M | 67,681 | Added |
| 23 | Baird Financial Group, Inc. | $5.8M | 65,002 | Added |
| 24 | DAGCO, INC. | $5.8M | 65,000 | Hold |
| 25 | RAYMOND JAMES FINANCIAL INC | $5.5M | 62,606 | Added |
Source: SEC Form 13F filings · as of 2026-06-30