Who owns CATH
Which tracked institutional funds hold CATH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CATH company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CATH is one-sided between 2026-Q1 and 2026-Q2: 54 added or opened and 14 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CATH’s largest tracked holder by dollar value, Fund Evaluation Group, LLC, sizes it at 2.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CATH divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 206 tracked filers holding CATH, 81 increased or opened the position and 73 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CATH between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- Atlanta Consulting Group Advisors, LLC$3M
- Farther Finance Advisors, LLC$572K
Full exits 7
- CWM, LLC$12M
- HighTower Advisors, LLC$2M
- Kovack Advisors, Inc.$1M
- Cambridge Investment Research Advisors, Inc.$1M
- SMITH CHAS P & ASSOCIATES PA CPAS$925K
- Hanson & Doremus Investment Management$717K
Largest adds
- Fund Evaluation Group, LLC$29M
- TRUIST FINANCIAL CORP$8M
- BANK OF AMERICA CORP /DE/$7M
- Choate Investment Advisors$6M
- CENTRAL TRUST Co$4M
- MORGAN STANLEY$4M
Largest trims
- Aristotle Capital Management, LLC$6M
- JANE STREET GROUP, LLC$3M
- Beacon Pointe Advisors, LLC$2M
- OLD NATIONAL BANCORP /IN/$2M
- POLEN CAPITAL MANAGEMENT LLC$424K
- CDKV HOLDINGS LLC$327K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Fund Evaluation Group, LLC added | 976,483 | $86M | 14.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 537,387 | $48M | 7.9% | 2026-Q2 |
| CENTRAL TRUST Co trimmed | 532,259 | $47M | 7.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 465,612 | $41M | 6.8% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 335,770 | $30M | 4.9% | 2026-Q2 |
| BCM ADVISORS, LLC trimmed | 229,489 | $20M | 3.3% | 2026-Q2 |
| Choate Investment Advisors added | 207,035 | $18M | 3.0% | 2026-Q2 |
| LPL Financial LLC added | 174,006 | $15M | 2.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 164,446 | $15M | 2.4% | 2026-Q2 |
| Corient Private Wealth LP added | 161,371 | $14M | 2.4% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed | 150,823 | $13M | 2.2% | 2026-Q2 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 121,008 | $11M | 1.8% | 2026-Q2 |
| COMMERCE BANK | 120,135 | $11M | 1.8% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO added | 110,886 | $10M | 1.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 110,112 | $10M | 1.6% | 2026-Q2 |
| Sound View Wealth Advisors Group, LLC trimmed | 97,427 | $9M | 1.4% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 91,725 | $8M | 1.3% | 2026-Q2 |
| Allworth Financial LP trimmed | 83,032 | $7M | 1.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 74,275 | $7M | 1.1% | 2026-Q2 |
| First Bank & Trust trimmed | 73,966 | $7M | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 73,363 | $6M | 1.1% | 2026-Q2 |
| FIRST NATIONAL BANK OF OMAHA added | 67,681 | $6M | 1.0% | 2026-Q2 |
| Baird Financial Group, Inc. added | 65,002 | $6M | 1.0% | 2026-Q2 |
| DAGCO, INC. | 65,000 | $6M | 1.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 62,606 | $6M | 0.9% | 2026-Q2 |
| Cerity Partners LLC added | 62,338 | $6M | 0.9% | 2026-Q2 |
| Savant Capital, LLC trimmed | 60,537 | $5M | 0.9% | 2026-Q2 |
| SEI INVESTMENTS CO added | 51,501 | $5M | 0.8% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 47,980 | $4M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 47,786 | $4M | 0.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 46,912 | $4M | 0.7% | 2026-Q2 |
| Aristotle Capital Management, LLC trimmed | 46,566 | $4M | 0.7% | 2026-Q2 |
| Chevy Chase Trust Holdings, LLC trimmed | 45,647 | $4M | 0.7% | 2026-Q2 |
| Mariner, LLC | 45,597 | $4M | 0.7% | 2026-Q2 |
| UBS Group AG added | 44,894 | $4M | 0.7% | 2026-Q2 |
| Creative Planning added | 39,841 | $4M | 0.6% | 2026-Q2 |
| TRUST CO OF TOLEDO NA /OH/ added | 38,462 | $3M | 0.6% | 2026-Q2 |
| Northwest Bancshares, Inc. trimmed | 35,132 | $3M | 0.5% | 2026-Q2 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 34,706 | $3M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 34,548 | $3M | 0.5% | 2026-Q2 |
| AMARILLO NATIONAL BANK | 33,419 | $3M | 0.5% | 2026-Q2 |
| Signet Private Wealth LLC added | 32,914 | $3M | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 31,676 | $3M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 30,457 | $3M | 0.4% | 2026-Q2 |
| Hirtle & Co., LLC | 30,257 | $3M | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 29,246 | $3M | 0.4% | 2026-Q2 |
| BRADLEY FOSTER & SARGENT INC/CT trimmed | 28,931 | $3M | 0.4% | 2026-Q2 |
| Atlanta Consulting Group Advisors, LLC trimmed | 28,617 | $3M | 0.4% | 2026-Q2 |
| HBK Sorce Advisory LLC added | 27,118 | $2M | 0.4% | 2026-Q2 |
| BROWN ADVISORY INC added | 25,743 | $2M | 0.4% | 2026-Q2 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC trimmed | 25,041 | $2M | 0.4% | 2026-Q2 |
| Financial Advisory Corp trimmed | 24,420 | $2M | 0.4% | 2026-Q2 |
| TRUST POINT INC. added | 24,096 | $2M | 0.4% | 2026-Q2 |
| Johnson Financial Group, Inc. | 23,030 | $2M | 0.3% | 2026-Q2 |
| MCF Advisors LLC added | 22,998 | $2M | 0.3% | 2026-Q2 |
| Koss-Olinger Consulting, LLC | 22,041 | $2M | 0.3% | 2026-Q2 |
| Curi Capital, LLC | 20,523 | $2M | 0.3% | 2026-Q2 |
| Gradient Investments LLC added | 20,316 | $2M | 0.3% | 2026-Q2 |
| Harpswell Capital Advisors, LLC trimmed | 20,000 | $2M | 0.3% | 2026-Q2 |
| Bravera Wealth added | 19,900 | $2M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 19,828 | $2M | 0.3% | 2026-Q2 |
| Argent Trust Co added | 19,523 | $2M | 0.3% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB | 19,495 | $2M | 0.3% | 2026-Q2 |
| PlanVest Financial, Inc added | 17,713 | $2M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 16,850 | $1M | 0.2% | 2026-Q2 |
| Advisor OS, LLC trimmed | 16,836 | $1M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 16,762 | $1M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 15,504 | $1M | 0.2% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co | 15,232 | $1M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 13,301 | $1M | 0.2% | 2026-Q2 |
| CDKV HOLDINGS LLC trimmed | 13,000 | $1M | 0.2% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 12,630 | $1M | 0.2% | 2026-Q2 |
| OAKWORTH CAPITAL, INC. | 12,257 | $1M | 0.2% | 2026-Q2 |
| POLEN CAPITAL MANAGEMENT LLC trimmed | 11,866 | $1M | 0.2% | 2026-Q2 |
| WESPAC Advisors SoCal, LLC | 11,662 | $1M | 0.2% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP trimmed | 11,660 | $1M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc | 11,388 | $1M | 0.2% | 2026-Q2 |
| ISLAY CAPITAL MANAGEMENT, LLC | 11,300 | $1M | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC | 11,042 | $977K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 10,750 | $951K | 0.2% | 2026-Q2 |
| SOUTH PLAINS FINANCIAL, INC. | 10,500 | $929K | 0.2% | 2026-Q2 |
| AtlasMark Financial, Inc | 10,500 | $929K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 10,387 | $919K | 0.2% | 2026-Q2 |
| NORTHERN TRUST CORP | 10,211 | $904K | 0.1% | 2026-Q2 |
| Convergence Financial, LLC added | 10,116 | $895K | 0.1% | 2026-Q2 |
| FIRST HAWAIIAN BANK | 9,720 | $860K | 0.1% | 2026-Q2 |
| Dana Investment Advisors, Inc. added | 9,708 | $859K | 0.1% | 2026-Q2 |
| Human Investing LLC | 9,607 | $751K | 0.1% | 2026-Q2 |
| Widmann Financial Services, Inc. added | 9,315 | $824K | 0.1% | 2026-Q2 |
| RFG Advisory, LLC | 8,780 | $777K | 0.1% | 2026-Q2 |
| COURIER CAPITAL LLC trimmed | 8,745 | $774K | 0.1% | 2026-Q2 |
| Security Financial Services, INC. added | 8,481 | $751K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 8,368 | $741K | 0.1% | 2026-Q2 |
| FMR LLC | 8,282 | $733K | 0.1% | 2026-Q2 |
| Cornerstone Management, Inc. trimmed | 8,252 | $730K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 8,210 | $727K | 0.1% | 2026-Q2 |
| McClarren Financial Advisors, Inc. added | 8,196 | $725K | 0.1% | 2026-Q2 |
| MBE Wealth Management, LLC added | 8,012 | $709K | 0.1% | 2026-Q2 |
| Venture Visionary Partners LLC trimmed | 7,859 | $696K | 0.1% | 2026-Q2 |
| Firestone Capital Management trimmed | 7,767 | $687K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.