CATH GLOBAL X FDS
S&P 500 CATHOLIC
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 212 | 7,258,071 | $6.42亿 | 14 | 65 | 61 | 6 | $2,904.78万 |
| 2026Q1 | 205 | 7,094,739 | $5.56亿 | 8 | 92 | 48 | 6 | $1,868.76万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Choate Investment Advisors | 加仓 | $1,137.75万 |
| Fund Evaluation Group, LLC | 加仓 | $412.67万 |
| MORGAN STANLEY | 加仓 | $365.68万 |
| Beacon Pointe Advisors, LLC | 新建仓 | $354.50万 |
| JANE STREET GROUP, LLC | 加仓 | $295.58万 |
| FIFTH THIRD BANCORP | 加仓 | $260.83万 |
| BROWN BROTHERS HARRIMAN & CO | 加仓 | $251.48万 |
| Savant Capital, LLC | 加仓 | $181.39万 |
| UBS Group AG | 加仓 | $141.94万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $125.87万 |
| Chevy Chase Trust Holdings, LLC | 加仓 | $117.61万 |
| LPL Financial LLC | 加仓 | $85.25万 |
| CWM, LLC | 加仓 | $83.39万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $83.13万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $50.53万 |
| FIRST NATIONAL BANK OF OMAHA | 加仓 | $48.40万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $40.47万 |
| Creative Planning | 加仓 | $40.09万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $38.87万 |
| eCIO, Inc. | 新建仓 | $38.67万 |
2026Q1 卖出最多
| Corient Private Wealth LP | 减仓 | -$1,250.79万 |
| CAPTRUST FINANCIAL ADVISORS | 清仓 | -$825.79万 |
| CITADEL ADVISORS LLC | 清仓 | -$95.89万 |
| Hirtle & Co., LLC | 减仓 | -$78.15万 |
| POLEN CAPITAL MANAGEMENT LLC | 减仓 | -$67.97万 |
| DAGCO, INC. | 减仓 | -$49.20万 |
| COMMERCE BANK | 减仓 | -$46.30万 |
| TRUST POINT INC. | 减仓 | -$43.66万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$43.41万 |
| Aristotle Capital Management, LLC | 减仓 | -$42.12万 |
| First Bank & Trust | 减仓 | -$37.48万 |
| Journey Beyond Wealth, LLC | 减仓 | -$36.80万 |
| Sound View Wealth Advisors Group, LLC | 减仓 | -$35.04万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$31.71万 |
| Foundations Investment Advisors, LLC | 减仓 | -$28.46万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 清仓 | -$27.01万 |
| SHAKER INVESTMENTS LLC/OH | 清仓 | -$25.50万 |
| WIN ADVISORS, INC | 减仓 | -$22.07万 |
| Fiduciary Alliance LLC | 清仓 | -$21.05万 |
| COURIER CAPITAL LLC | 减仓 | -$21.02万 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| Fund Evaluation Group, LLC | 738,456 | $5,771.03万 | 1.77% | 52,805 | 加仓 |
| MORGAN STANLEY | 559,233 | $4,370.41万 | 0.00% | 46,792 | 加仓 |
| CENTRAL TRUST Co | 553,308 | $4,324.10万 | 0.85% | -1,101 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 442,550 | $3,458.53万 | 0.00% | 10,637 | 加仓 |
| TRUIST FINANCIAL CORP | 272,676 | $2,130.96万 | 0.03% | 606 | 加仓 |
| BCM ADVISORS, LLC | 236,788 | $2,043.46万 | 4.01% | 231 | 加仓 |
| Choate Investment Advisors | 163,918 | $1,281.02万 | 0.25% | 145,585 | 加仓 |
| WELLS FARGO & COMPANY/MN | 163,914 | $1,280.99万 | 0.00% | -5,555 | 减仓 |
| LPL Financial LLC | 159,331 | $1,245.17万 | 0.00% | 10,908 | 加仓 |
| CWM, LLC | 158,292 | $1,237.05万 | 0.03% | 10,671 | 加仓 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 150,948 | $1,179.66万 | 0.07% | 4,000 | 加仓 |
| Corient Private Wealth LP | 134,810 | $1,053.54万 | 0.02% | -160,050 | 减仓 |
| Aristotle Capital Management, LLC | 125,879 | $983.74万 | 0.02% | -5,390 | 减仓 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 121,008 | $945.68万 | 0.91% | 784 | 加仓 |
| COMMERCE BANK | 120,135 | $938.86万 | 0.05% | -5,925 | 减仓 |
| Sound View Wealth Advisors Group, LLC | 109,895 | $858.83万 | 0.58% | -4,484 | 减仓 |
| AMERIPRISE FINANCIAL INC | 102,317 | $799.56万 | 0.00% | 4,701 | 加仓 |
| FIFTH THIRD BANCORP | 93,138 | $727.87万 | 0.01% | 33,376 | 加仓 |
| BROWN BROTHERS HARRIMAN & CO | 86,447 | $675.58万 | 0.04% | 32,179 | 加仓 |
| First Bank & Trust | 84,766 | $662.45万 | 1.07% | -4,796 | 减仓 |
| Allworth Financial LP | 83,575 | $653.13万 | 0.03% | 1,596 | 加仓 |
| ROYAL BANK OF CANADA | 73,559 | $574.90万 | 0.00% | 4,443 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 73,455 | $574.05万 | 0.00% | 6,466 | 加仓 |
| DAGCO, INC. | 65,000 | $507.98万 | 1.10% | -6,295 | 减仓 |
| Cerity Partners LLC | 62,337 | $487.16万 | 0.01% | 0 | 不变 |
| Savant Capital, LLC | 60,751 | $474.77万 | 0.02% | 23,210 | 加仓 |
| FIRST NATIONAL BANK OF OMAHA | 62,500 | $474.50万 | 0.15% | 6,375 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 60,191 | $470.40万 | 0.00% | 2,065 | 加仓 |
| Baird Financial Group, Inc. | 56,642 | $442.66万 | 0.01% | 3,244 | 加仓 |
| SEI INVESTMENTS CO | 51,374 | $401.49万 | 0.00% | 2,323 | 加仓 |
| Chevy Chase Trust Holdings, LLC | 50,494 | $394.61万 | 0.01% | 15,049 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 46,587 | $364.08万 | 0.00% | 5,178 | 加仓 |
| KEYBANK NATIONAL ASSOCIATION/OH | 46,162 | $360.76万 | 0.01% | 180 | 加仓 |
| Mariner, LLC | 45,597 | $356.34万 | 0.00% | -23 | 减仓 |
| Beacon Pointe Advisors, LLC | 45,362 | $354.50万 | 0.02% | 45,362 | 新建仓 |
| UBS Group AG | 42,980 | $335.89万 | 0.00% | 18,163 | 加仓 |
| JANE STREET GROUP, LLC | 42,218 | $329.93万 | 0.00% | 37,822 | 加仓 |
| Creative Planning | 38,101 | $297.76万 | 0.00% | 5,130 | 加仓 |
| Northwest Bancshares, Inc. | 37,974 | $296.77万 | 0.59% | 0 | 不变 |
| TRUST CO OF TOLEDO NA /OH/ | 37,556 | $293.50万 | 0.28% | 100 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 35,816 | $273.06万 | 0.00% | 16,509 | 加仓 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 34,706 | $271.23万 | 0.09% | -170 | 减仓 |
| AMARILLO NATIONAL BANK | 33,419 | $261.17万 | 0.46% | 0 | 不变 |
| Signet Private Wealth LLC | 31,475 | $245.98万 | 2.35% | 4,443 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 30,429 | $237.80万 | 0.00% | 4,974 | 加仓 |
| Hirtle & Co., LLC | 30,257 | $236.46万 | 0.08% | -10,000 | 减仓 |
| MML INVESTORS SERVICES, LLC | 30,048 | $234.82万 | 0.01% | -4,057 | 减仓 |
| OLD NATIONAL BANCORP /IN/ | 29,988 | $234.36万 | 0.04% | 79 | 加仓 |
| HBK Sorce Advisory LLC | 26,480 | $234.22万 | 0.05% | 2,600 | 加仓 |
| BRADLEY FOSTER & SARGENT INC/CT | 29,024 | $226.82万 | 0.04% | 662 | 加仓 |
内部人交易（Form 4）
CATH 董事、高管和大股东的最新买卖申报。专业版可看 🔒