CATH GLOBAL X FDS
FollowS&P 500 CATHOLIC (fund)
Filings received so far for Q3 2026: 11 13F filers report a position in CATH shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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 |
|---|---|---|---|---|---|
| Gradient Investments LLCin group Gradient Investments LLC | 20,045 | $1.82M | 0.03% | -271 | 13F-HRTimelineGroup |
| Montecito Bank & Trust | 6,765 | $613K | 0.09% | 0 | 13F-HRTimeline |
| Venture Visionary Partners LLC | 6,709 | $608K | 0.02% | -1,150 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 6,281 | $570K | <0.01% | -179 | 13F-HRTimeline |
| STEPH & CO | 5,816 | $527K | 0.13% | 0 | 13F-HRTimeline |
| FIRST FINANCIAL BANK - TRUST DIVISION | 5,665 | $514K | 0.04% | +1,143 | 13F-HRTimeline |
| TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP | 5,038 | $457K | 0.03% | 0 | 13F-HRTimelineGroup |
| Capital Planning LLC | 4,937 | $448K | 0.12% | 0 | 13F-HRTimeline |
| GoalVest Advisory LLC | 1,350 | $122K | 0.02% | +1,300 | 13F-HRTimeline |
| MassMutual Private Wealth & Trust, FSB | 550 | $49.9K | <0.01% | 0 | 13F-HRTimeline |
| ELEVATION WEALTH PARTNERS, LLC | 338 | $30.6K | 0.01% | -31 | 13F-HRTimeline |