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 412 institutions that hold shares in the stock, with a total of 30.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
212,060
shares
|
$7.17 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
204,624
shares
|
$6.92 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
186,261
shares
|
$6.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
179,549
shares
|
$6.07 Million
0.02% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
171,632
shares
|
$5.8 Million
0.01% of portfolio
|
Q4 2024
Added 21.16%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
146,846
shares
|
$4.97 Million
0.3% of portfolio
|
Q3 2024
Reduced 45.03%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
146,437
shares
|
$4.95 Million
0.07% of portfolio
|
Q4 2024
Added 18.92%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
146,108
shares
|
$4.94 Million
0.0% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
139,913
shares
|
$4.73 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
124,356
shares
|
$4.21 Million
0.01% of portfolio
|
Q4 2024
Added 18.05%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
122,160
shares
|
$4.13 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
111,552
shares
|
$3.77 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Feb 12, 2025 Q4 2024 |
105,245
shares
|
$3.56 Million
1.42% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
104,020
shares
|
$3.52 Million
0.86% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
103,765
shares
|
$3.51 Million
1.68% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
103,392
shares
|
$3.5 Million
0.0% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
98,334
shares
|
$3.33 Million
0.89% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
98,317
shares
|
$3.33 Million
0.01% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
98,074
shares
|
$3.32 Million
0.08% of portfolio
|
Q4 2024
Added 820.36%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
97,884
shares
|
$3.31 Million
0.08% of portfolio
|
Q3 2022
Added 2.99%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
96,108
shares
|
$3.25 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
95,984
shares
|
$3.25 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
95,977
shares
|
$3.25 Million
0.31% of portfolio
|
Q4 2024
Reduced 64.66%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
84,809
shares
|
$2.87 Million
0.0% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
84,672
shares
|
$2.86 Million
0.05% of portfolio
|
Q4 2024
Added 1.42%
|