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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,268
shares
|
$228,719
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
6,126
shares
|
$223,537
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
6,097
shares
|
$222,479
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
5,273
shares
|
$192,411
0.0% of portfolio
|
Q2 2025
Added 20.8%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
5,000
shares
|
$182,450
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
4,897
shares
|
$178,691
0.04% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
4,615
shares
|
$168,401
0.02% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
4,359
shares
|
$159,059
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
4,229
shares
|
$154,316
0.0% of portfolio
|
Q2 2025
Reduced 43.91%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
4,134
shares
|
$150,849
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
4,000
shares
|
$145,960
0.0% of portfolio
|
Q1 2024
Added 33.33%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
3,928
shares
|
$143,332
0.0% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,841
shares
|
$140,158
0.0% of portfolio
|
Q3 2025
Added 65.99%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
3,805
shares
|
$138,844
0.0% of portfolio
|
Q2 2025
Added 23.54%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
3,726
shares
|
$135,961
0.0% of portfolio
|
Q1 2025
Added 13.08%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,616
shares
|
$131,947
0.02% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
3,542
shares
|
$129,247
0.01% of portfolio
|
Q3 2025
Added 41.0%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,465
shares
|
$126,437
0.0% of portfolio
|
Q2 2025
Reduced 46.62%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
3,308
shares
|
$120,708
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
3,164
shares
|
$115,454
0.0% of portfolio
|
Q3 2025
Added 232.7%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
3,119
shares
|
$113,812
0.04% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,000
shares
|
$109,470
0.0% of portfolio
|
Q4 2023
Added 200.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,921
shares
|
$106,587
0.07% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,905
shares
|
$106,003
0.01% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
2,828
shares
|
$103,193
0.01% of portfolio
|
Q2 2025
Reduced 4.91%
|