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Public ownership evidence

Global X S&P 500 Catholic Values ETF (CATH) Ownership Disclosures

Read CATH insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-28161,371$14,281,334None
CARLSON FINANCIAL, INC.2026-06-302026-08-253,913$346,269None
CARLSON FINANCIAL, INC.2026-03-312026-08-254,190$327,422None
CARLSON FINANCIAL, INC.2025-12-312026-08-254,134$339,939None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-2134,706$3,071,481None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2019,828$1,754,739None
Beacon Pointe Advisors, LLC2026-06-302026-08-1913,301$1,177,139None
Corient Private Wealth LP2026-06-302026-08-18161,371$14,281,334None
Equitable Holdings, Inc.2026-06-302026-08-182,982$263,893None
AtlasMark Financial, Inc2026-06-302026-08-1810,500$929,250None
SEI INVESTMENTS CO2026-06-302026-08-1551,501$4,557,830None
Glen Eagle Advisors, LLC2026-06-302026-08-151,031$91,208None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-153,646$320,192None
Widmann Financial Services, Inc.2026-06-302026-08-159,315$824,378None
Ameritas Advisory Services, LLC2026-06-302026-08-154,545$402,198None
XTX Topco Ltd2026-06-302026-08-152,800$247,800None
Foundations Investment Advisors, LLC2026-06-302026-08-155,313$470,201None
OSAIC HOLDINGS, INC.2026-06-302026-08-155,902$522,344None
OSAIC HOLDINGS, INC.2026-06-302026-08-1510,948$969,014None
JANE STREET GROUP, LLC2026-06-302026-08-153,138$277,713None
Northwest Bancshares, Inc.2026-06-302026-08-1535,132$3,109,182None
Chevy Chase Trust Holdings, LLC2026-06-302026-08-1545,647$4,039,760None
GTS SECURITIES LLC2026-06-302026-08-153,088$273,288None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1531,676$2,803,326None
Atlanta Consulting Group Advisors, LLC2026-06-302026-08-1528,617$2,540,666None
Waverly Advisors, LLC2026-06-302026-08-155,170$457,545None
Aristotle Capital Management, LLC2026-06-302026-08-1546,566$4,121,091None
BROWN ADVISORY INC2026-06-302026-08-1525,743$2,278,255None
&PARTNERS2026-06-302026-08-152,479$219,392None
Financial Engines Advisors L.L.C.2026-06-302026-08-157,108$629,058None
SILVERCREST ASSET MANAGEMENT GROUP LLC2026-06-302026-08-1512,630$1,117,755None
Thrivent Financial for Lutherans2026-06-302026-08-154,725$418,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1546,912$4,093,183None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15110,112$9,744,599None
Curi Capital, LLC2026-06-302026-08-1520,151$1,789,041None
Curi Capital, LLC2026-06-302026-08-15372$33,027None
Cerity Partners LLC2026-06-302026-08-1562,338$5,516,914None
ROYAL BANK OF CANADA2026-06-302026-08-15221$20,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,100$97,000None
ROYAL BANK OF CANADA2026-06-302026-08-1539,305$3,478,000None
ROYAL BANK OF CANADA2026-06-302026-08-1530,839$2,729,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,898$168,000None
MONETA GROUP INVESTMENT ADVISORS LLC2026-06-302026-08-155,338$472,375None
Hirtle & Co., LLC2026-06-302026-08-1530,257$2,677,745None
IHT Wealth Management, LLC2026-06-302026-08-156,293$556,934None
Coastline Trust Co2026-06-302026-08-152,473$218,861None
BRADLEY FOSTER & SARGENT INC/CT2026-06-302026-08-1528,931$2,560,393None
COMMON FUND FOR NONPROFIT ORGANIZATIONS2026-06-302026-08-15121,008$10,709,189None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1542,025$3,719,234None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1520,581$1,821,455None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗CLIFFORD SWAN INVESTMENT COUNSEL LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Corient Private Wealth LP ↗Equitable Holdings, Inc. ↗AtlasMark Financial, Inc ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.