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 392 institutions that hold shares in the stock, with a total of 32.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
632
shares
|
$21,190
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
621
shares
|
$20,822
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
616
shares
|
$20,654
0.0% of portfolio
|
Q2 2024
Added 80.65%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
600
shares
|
$20,118
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
581
shares
|
$19,480
0.01% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
573
shares
|
$19,212
0.0% of portfolio
|
Q2 2024
Reduced 42.7%
|
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
531
shares
|
$17,804
0.0% of portfolio
|
Q1 2024
Reduced 3.1%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
525
shares
|
$17,603
0.01% of portfolio
|
Q2 2022
Added 31.25%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
501
shares
|
$16,798
0.01% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
500
shares
|
$16,765
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
499
shares
|
$16,731
0.01% of portfolio
|
Q3 2024
Added 13.15%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
491
shares
|
$16,463
0.0% of portfolio
|
Q3 2023
Added 0.2%
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
470
shares
|
$15,759
0.0% of portfolio
|
Q1 2024
Added 59.32%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
415
shares
|
$13,914
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
414
shares
|
$13,881
0.0% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
413
shares
|
$13,847
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
400
shares
|
$13,412
0.0% of portfolio
|
Q3 2024
Reduced 42.86%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
400
shares
|
$13,412
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
396
shares
|
$13,277
0.0% of portfolio
|
Q1 2024
Reduced 73.84%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
385
shares
|
$12,909
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
376
shares
|
$12,607
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
374
shares
|
$12,540
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
347
shares
|
$11,634
0.0% of portfolio
|
Q2 2024
Added 137.67%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
346
shares
|
$11,601
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
335
shares
|
$11,232
0.0% of portfolio
|
Q2 2024
New holding
|