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 395 institutions that hold shares in the stock, with a total of 30.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
660
shares
|
$21,905
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
632
shares
|
$20,976
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
621
shares
|
$20,610
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
616
shares
|
$20,445
0.0% of portfolio
|
Q2 2024
Added 80.65%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
600
shares
|
$19,914
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
581
shares
|
$19,283
0.01% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
573
shares
|
$19,017
0.0% of portfolio
|
Q2 2024
Reduced 42.7%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
525
shares
|
$17,424
0.01% of portfolio
|
Q2 2022
Added 31.25%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
501
shares
|
$16,628
0.01% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
500
shares
|
$16,595
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
499
shares
|
$16,561
0.01% of portfolio
|
Q3 2024
Added 13.15%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
492
shares
|
$16,329
0.0% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
470
shares
|
$15,599
0.0% of portfolio
|
Q1 2024
Added 59.32%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
456
shares
|
$15,134
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
428
shares
|
$14,205
0.0% of portfolio
|
Q3 2024
Added 61.51%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
415
shares
|
$13,773
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
414
shares
|
$13,740
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
414
shares
|
$13,740
0.0% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
400
shares
|
$13,276
0.0% of portfolio
|
Q3 2024
Added 81.82%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
400
shares
|
$13,276
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
400
shares
|
$13,276
0.0% of portfolio
|
Q3 2024
Reduced 42.86%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
396
shares
|
$13,143
0.0% of portfolio
|
Q1 2024
Reduced 73.84%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
385
shares
|
$12,778
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
376
shares
|
$12,479
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
374
shares
|
$12,413
0.0% of portfolio
|
Q3 2023
New holding
|