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CATH GLOBAL X FDS

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S&P 500 CATHOLIC (fund)

204 managers (205 13F filers) reported a position in CATH shares at 2026-03-31, 7,094,739 shares in all. 10 filers opened a position and 9 filers sold out during the quarter.

Managers
204
13F filers
205
New
10
Added
92
Reduced
48
Sold out
9
Shares held by filers
7,094,739

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…34$2.66K<0.01%-513F-HRTimelineGroup
Root Financial Partners, LLC22$1.72K<0.01%-3313F-HRTimeline
Tradewinds Capital Management, LLC16$1.26K<0.01%013F-HRTimeline
SIGNATUREFD, LLC1$75<0.01%-10913F-HRTimeline