Institutional Ownership Global X Fds (BOTZ)
This table provides information about the institutional ownership of Global X Fds (BOTZ). We have compiled data on the 431 institutions that hold shares in the stock, with a total of 32 Million shares, which have been reported (via 13F filing form) to have a value of $1.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
8,007
shares
|
$292,175
0.02% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
7,968
shares
|
$290,752
0.02% of portfolio
|
Q2 2025
Reduced 63.92%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
7,868
shares
|
$287,103
0.04% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
7,853
shares
|
$286,555
0.06% of portfolio
|
Q2 2024
Added 2.05%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
7,690
shares
|
$280,608
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
7,680
shares
|
$280,243
0.0% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
7,598
shares
|
$277,251
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
7,491
shares
|
$273,346
0.01% of portfolio
|
Q2 2025
Reduced 16.85%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
7,442
shares
|
$271,558
0.01% of portfolio
|
Q2 2025
Reduced 20.13%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
7,410
shares
|
$270,390
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Stelac Advisory Services LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
7,376
shares
|
$269,150
0.09% of portfolio
|
Q2 2025
Reduced 23.94%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
7,200
shares
|
$262,728
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,096
shares
|
$258,933
0.01% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
7,062
shares
|
$257,692
0.18% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
6,992
shares
|
$255,138
0.09% of portfolio
|
Q2 2025
Added 29.43%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
6,754
shares
|
$246,453
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
6,740
shares
|
$245,942
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
6,739
shares
|
$245,906
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
6,688
shares
|
$244,045
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
6,676
shares
|
$243,607
0.07% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
6,525
shares
|
$238,097
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
6,488
shares
|
$236,747
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
6,310
shares
|
$230,251
0.01% of portfolio
|
Q3 2025
Reduced 15.09%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
6,310
shares
|
$230,251
0.08% of portfolio
|
Q1 2022
Added 52483.33%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
6,281
shares
|
$229,193
0.0% of portfolio
|
Q3 2025
Reduced 17.3%
|