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 431 institutions that hold shares in the stock, with a total of 32 Million shares, which have been reported (via 13F filing form) to have a value of $1.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
99,891
shares
|
$3.65 Million
1.29% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
97,884
shares
|
$3.57 Million
0.08% of portfolio
|
Q3 2022
Added 2.99%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
97,804
shares
|
$3.57 Million
0.06% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
95,217
shares
|
$3.47 Million
0.02% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
93,733
shares
|
$3.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.22%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
90,668
shares
|
$3.31 Million
0.0% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
90,049
shares
|
$3.29 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
80,555
shares
|
$2.94 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
79,569
shares
|
$2.9 Million
0.03% of portfolio
|
Q2 2025
Added 3165.04%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
77,581
shares
|
$2.83 Million
0.31% of portfolio
|
Q2 2023
Reduced 2.51%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
73,715
shares
|
$2.69 Million
0.02% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
68,071
shares
|
$2.48 Million
0.01% of portfolio
|
Q2 2025
Added 28.43%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
67,480
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
65,852
shares
|
$2.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
62,029
shares
|
$2.26 Million
0.04% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
61,177
shares
|
$2.23 Million
0.01% of portfolio
|
Q2 2025
Added 18.19%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
59,699
shares
|
$2.18 Million
0.04% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
59,574
shares
|
$2.17 Million
0.02% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
55,750
shares
|
$2.03 Million
0.02% of portfolio
|
Q1 2025
Added 22.11%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
54,851
shares
|
$2 Million
0.05% of portfolio
|
Q2 2025
Reduced 19.94%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
48,312
shares
|
$1.76 Million
0.2% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
47,750
shares
|
$1.74 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
45,800
shares
|
$1.67 Million
0.01% of portfolio
|
Q1 2025
Added 16.84%
|
|
|
Hancock Prospecting Pty LTD
West Perth, C3 |
Aug 14, 2025 Q2 2025 |
45,766
shares
|
$1.67 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
45,187
shares
|
$1.65 Million
0.66% of portfolio
|
Q2 2025
Reduced 2.33%
|