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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
220,088
shares
|
$6.89 Million
0.02% of portfolio
|
Q1 2025
Added 18.16%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
207,203
shares
|
$6.49 Million
0.02% of portfolio
|
Q1 2025
Added 21.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
205,261
shares
|
$6.42 Million
0.0% of portfolio
|
Q1 2025
Added 40.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
180,361
shares
|
$5.65 Million
0.01% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
175,709
shares
|
$5.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
169,136
shares
|
$5.29 Million
1.15% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
158,620
shares
|
$4.96 Million
0.07% of portfolio
|
Q1 2025
Added 8.32%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
140,760
shares
|
$4.41 Million
0.13% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
126,298
shares
|
$3.95 Million
0.01% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
125,868
shares
|
$3.94 Million
0.05% of portfolio
|
Q1 2025
Added 150.93%
|
|
|
Granite Bay Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
121,938
shares
|
$3.82 Million
1.21% of portfolio
|
Q1 2025
Reduced 73.66%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
114,700
shares
|
$3.59 Million
0.84% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
110,594
shares
|
$3.46 Million
0.01% of portfolio
|
Q1 2025
Added 12.49%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
May 14, 2025 Q1 2025 |
110,000
shares
|
$3.44 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
108,014
shares
|
$3.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 47.21%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
105,594
shares
|
$3.31 Million
0.02% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
105,206
shares
|
$3.29 Million
1.63% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
104,223
shares
|
$3.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
103,071
shares
|
$3.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
101,525
shares
|
$3.18 Million
0.28% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
100,791
shares
|
$3.15 Million
0.0% of portfolio
|
Q1 2025
Added 590.4%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
99,751
shares
|
$3.12 Million
1.31% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
99,599
shares
|
$3.12 Million
0.0% of portfolio
|
Q1 2025
Added 56.52%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
97,884
shares
|
$3.06 Million
0.08% of portfolio
|
Q3 2022
Added 2.99%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
94,997
shares
|
$2.97 Million
0.05% of portfolio
|
Q1 2025
Added 12.19%
|