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 418 institutions that hold shares in the stock, with a total of 31.4 Million shares, which have been reported (via 13F filing form) to have a value of $982 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
295
shares
|
$9,233
0.0% of portfolio
|
Q2 2022
Reduced 71.3%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
278
shares
|
$8,701
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
278
shares
|
$8,701
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
277
shares
|
$8,670
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
256
shares
|
$8,012
0.01% of portfolio
|
Q1 2025
Added 330.86%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
238
shares
|
$7,449
0.0% of portfolio
|
Q1 2025
Reduced 9.16%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
234
shares
|
$7,324
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Apr 15, 2025 Q1 2025 |
213
shares
|
$6,666
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
209
shares
|
$6,541
0.0% of portfolio
|
Q1 2025
Reduced 63.65%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
207
shares
|
$6,479
0.0% of portfolio
|
Q1 2025
Reduced 93.55%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
206
shares
|
$6,447
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
206
shares
|
$6,447
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
200
shares
|
$6,260
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
200
shares
|
$6,260
0.0% of portfolio
|
Q3 2022
Added 100.0%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
200
shares
|
$6,260
0.01% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
198
shares
|
$6,197
0.0% of portfolio
|
Q1 2025
Added 26.11%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
190
shares
|
$5,947
0.0% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
170
shares
|
$5,321
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
170
shares
|
$5,321
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
160
shares
|
$5,008
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
158
shares
|
$4,945
0.0% of portfolio
|
Q3 2024
Reduced 89.03%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
153
shares
|
$4,788
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
142
shares
|
$4,444
0.0% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
135
shares
|
$4,225
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
135
shares
|
$4,225
0.0% of portfolio
|
Q3 2024
Reduced 55.0%
|