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 |
|---|---|---|---|---|---|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
660
shares
|
$24,083
0.01% of portfolio
|
Q1 2025
Reduced 96.49%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
647
shares
|
$23,609
0.01% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
621
shares
|
$22,660
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
620
shares
|
$22,623
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
618
shares
|
$22,550
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
615
shares
|
$22,441
0.0% of portfolio
|
Q2 2025
Added 48.19%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
600
shares
|
$21,894
0.01% of portfolio
|
Q1 2025
Added 140.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
600
shares
|
$21,894
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
578
shares
|
$21,091
0.01% of portfolio
|
Q3 2025
Reduced 17.19%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
575
shares
|
$20,981
0.01% of portfolio
|
Q2 2025
Added 22.34%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
538
shares
|
$19,631
0.01% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
525
shares
|
$19,157
0.01% of portfolio
|
Q2 2022
Added 31.25%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
501
shares
|
$18,281
0.01% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
500
shares
|
$18,245
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
492
shares
|
$17,953
0.0% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
478
shares
|
$17,442
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
470
shares
|
$17,150
0.0% of portfolio
|
Q1 2024
Added 59.32%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
450
shares
|
$16,420
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
449
shares
|
$16,384
0.0% of portfolio
|
Q2 2025
Added 12.25%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
414
shares
|
$15,106
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
414
shares
|
$15,106
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
405
shares
|
$14,778
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
400
shares
|
$14,596
0.0% of portfolio
|
Q3 2024
Reduced 42.86%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
396
shares
|
$14,450
0.0% of portfolio
|
Q1 2024
Reduced 73.84%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
391
shares
|
$14,267
0.0% of portfolio
|
Q2 2025
Added 1296.43%
|