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 391 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 $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
180
shares
|
$5,760
0.0% of portfolio
|
Q3 2024
Reduced 58.14%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
180
shares
|
$5,760
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
176
shares
|
$5,632
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
171
shares
|
$5,472
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
160
shares
|
$5,120
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
158
shares
|
$5,056
0.0% of portfolio
|
Q3 2024
Reduced 89.03%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
135
shares
|
$4,320
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 14, 2024 Q2 2024 |
132
shares
|
$4,224
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
129
shares
|
$4,128
0.0% of portfolio
|
Q2 2024
Reduced 46.03%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
125
shares
|
$4,000
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
90
shares
|
$2,880
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 09, 2024 Q2 2024 |
90
shares
|
$2,880
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
85
shares
|
$2,720
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
66
shares
|
$2,112
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
58
shares
|
$1,856
0.0% of portfolio
|
Q4 2023
Reduced 99.48%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
53
shares
|
$1,696
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
50
shares
|
$1,600
0.0% of portfolio
|
Q3 2023
Reduced 86.84%
|
|
|
Pfg Private Wealth Management, LLC
|
Jul 15, 2024 Q2 2024 |
50
shares
|
$1,600
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
44
shares
|
$1,408
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2024 Q2 2024 |
40
shares
|
$1,280
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
37
shares
|
$1,184
0.0% of portfolio
|
Q3 2023
Added 2.78%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
28
shares
|
$896
0.0% of portfolio
|
Q4 2022
Reduced 87.72%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
19
shares
|
$608
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 09, 2024 Q2 2024 |
19
shares
|
$608
0.0% of portfolio
|
Q2 2024
Added 90.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Aug 09, 2024 Q2 2024 |
10
shares
|
$320
0.0% of portfolio
|
Q1 2024
Reduced 71.43%
|