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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Global X S&P 500 Catholic Values ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
161,371
Value (USD)
$14,281,334
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CATH fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CATH fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

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