§ EQUITY
USDCATH
GLOBAL X S&P 500 CA VAL ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
84 increased/new, 60 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Fund Evaluation Group, LLC | 738K | 1.8% | +8% |
| Morgan Stanley | 559K | 0.0% | n/a |
| CENTRAL TRUST Co | 553K | 0.9% | −0% |
| Bank of America Corp | 443K | 0.0% | +2% |
| TRUIST FINANCIAL CORP | 273K | 0.0% | +0% |
| BCM ADVISORS, LLC | 237K | 4.0% | +0% |
◇ AC INTELLIGENCE
Top institutional owners for CATH as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER67.3% · 167 holders
DEALER / BANK29.8% · 29 holders
QUALITY / COMPOUNDER1.8% · 4 holders
INCOME / DEFENSIVE1.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CATH in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CATH yet.