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 414 institutions that hold shares in the stock, with a total of 30.7 Million shares, which have been reported (via 13F filing form) to have a value of $890 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
135
shares
|
$3,908
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
135
shares
|
$3,908
0.0% of portfolio
|
Q3 2024
Reduced 55.0%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
132
shares
|
$3,821
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
100
shares
|
$2,895
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
100
shares
|
$2,895
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
98
shares
|
$2,837
0.0% of portfolio
|
Q3 2024
Reduced 98.19%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
90
shares
|
$2,605
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
85
shares
|
$2,460
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
81
shares
|
$2,344
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
66
shares
|
$1,910
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
60
shares
|
$1,737
0.0% of portfolio
|
Q4 2024
Reduced 87.98%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
57
shares
|
$1,650
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
53
shares
|
$1,534
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
50
shares
|
$1,447
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
50
shares
|
$1,447
0.0% of portfolio
|
Q3 2023
Reduced 86.84%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
40
shares
|
$1,158
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
37
shares
|
$1,071
0.0% of portfolio
|
Q3 2023
Added 2.78%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
28
shares
|
$810
0.0% of portfolio
|
Q4 2022
Reduced 87.72%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
10
shares
|
$289
0.0% of portfolio
|
Q3 2024
Reduced 47.37%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
10
shares
|
$289
0.0% of portfolio
|
Q2 2023
Reduced 90.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
10
shares
|
$289
0.0% of portfolio
|
Q1 2024
Reduced 71.43%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
8
shares
|
$231
0.0% of portfolio
|
Q3 2022
Reduced 71.43%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
8
shares
|
$231
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
4
shares
|
$115
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
3
shares
|
$86
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|