CATH GLOBAL X FDS

S&P 500 CATHOLIC (fund)

211 managers (212 13F filers) reported a position in CATH shares at 2026-06-30, 7,245,273 shares in all. 17 filers opened a position and 6 filers sold out during the quarter.

Managers: 211
13F filers: 212
New: 17
Added: 64
Reduced: 62
Sold out: 6
Shares held by filers: 7,245,273

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

Holder	Shares	Value	% of portfolio	Change	Source
US BANCORP \DE\in group US BANCORP \DE\	410	$36.3K	<0.01%	-6	13F-HR Timeline Group
ELEVATION WEALTH PARTNERS, LLC	369	$32.7K	0.01%	0	13F-HR Timeline
IFP Advisors, Inc	327	$28.9K	<0.01%	0	13F-HR Timeline
MOTCO	315	$27.9K	<0.01%	0	13F-HR Timeline
Aptus Capital Advisors, LLC	313	$27.7K	<0.01%	0	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	150	$13.3K	0.01%	new	13F-HR Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC	90	$7.99K	<0.01%	0	13F-HR Timeline
GoalVest Advisory LLC	50	$4.42K	<0.01%	new	13F-HR Timeline
CITIGROUP INCin group CITIGROUP INC	35	$3.1K	<0.01%	new	13F-HR Timeline Group
Tradewinds Capital Management, LLC	16	$1.43K	<0.01%	0	13F-HR Timeline
SIGNATUREFD, LLC	1	$85	<0.01%	0	13F-HR Timeline