Global X S&p 500 Ca Val Etf
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 203 superinvestors own shares of Global X S&p 500 Ca Val Etf (CATH), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Global X S&p 500 Ca Val Etf (CATH), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Global X S&p 500 Ca Val Etf (CATH) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Global X S&p 500 Ca Val Etf (CATH) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Julie T. Thomas@Fund Evaluation Group, Llc
| 1.78% | $57.71M 738,456 shares@ 78.15 avg price | Increased 7.71% |
Claire Gordon@Morgan Stanley
| 0.01% | $43.704M 559,233 shares@ 78.16 avg price | Increased 9.14% |
Scott Kellett@Central Trust Co
| 0.86% | $43.241M 553,308 shares@ 78.16 avg price | Decreased -0.19% |
Andres Ortiz@Bank Of America Corp De
| 0.01% | $34.585M 442,550 shares@ 78.16 avg price | Increased 2.47% |
Caroline D. Hoang@Truist Financial Corp
| 0.03% | $21.31M 272,676 shares@ 78.16 avg price | Increased 0.23% |
LENOX BROWN@Bcm Advisors, Llc
| 4.04% | $20.435M 236,788 shares@ 86.3 avg price | Increased 0.1% |
Erin Kerr@Choate Investment Advisors
| 0.26% | $12.81M 163,918 shares@ 78.16 avg price | Increased 794.12% |
Patricia Arce@Wells Fargo & Company Mn
| 0.01% | $12.81M 163,914 shares@ 78.16 avg price | Decreased -3.27% |
Kirk Evangeliou@Lpl Financial Llc
| 0.01% | $12.452M 159,331 shares@ 78.16 avg price | Increased 7.35% |
Kristin Streff@Cwm, Llc
| 0.04% | $12.371M 158,292 shares@ 78.16 avg price | Increased 7.23% |
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