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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
87,725
shares
|
$2.75 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
86,244
shares
|
$2.7 Million
0.02% of portfolio
|
Q1 2025
Added 17.85%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
86,063
shares
|
$2.69 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
84,886
shares
|
$2.66 Million
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
77,581
shares
|
$2.43 Million
0.31% of portfolio
|
Q2 2023
Reduced 2.51%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
76,927
shares
|
$2.41 Million
0.21% of portfolio
|
Q1 2025
Added 22.51%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
75,623
shares
|
$2.37 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
73,461
shares
|
$2.3 Million
0.0% of portfolio
|
Q1 2025
Added 1007.84%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
68,512
shares
|
$2.14 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
67,281
shares
|
$2.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
63,562
shares
|
$1.99 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
61,682
shares
|
$1.93 Million
0.04% of portfolio
|
Q1 2025
Reduced 37.11%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
59,484
shares
|
$1.86 Million
0.03% of portfolio
|
Q1 2025
Added 285.68%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
58,612
shares
|
$1.83 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
58,327
shares
|
$1.83 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
58,270
shares
|
$1.82 Million
0.04% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
55,750
shares
|
$1.74 Million
0.02% of portfolio
|
Q1 2025
Added 22.11%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
53,002
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
Added 9.84%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
52,859
shares
|
$1.65 Million
0.06% of portfolio
|
Q1 2025
Added 210.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
51,762
shares
|
$1.62 Million
0.01% of portfolio
|
Q1 2025
Added 26.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
49,960
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
48,461
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
47,230
shares
|
$1.48 Million
0.09% of portfolio
|
Q1 2025
Reduced 19.04%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
47,026
shares
|
$1.47 Million
0.32% of portfolio
|
Q1 2025
Reduced 52.18%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
46,266
shares
|
$1.45 Million
0.64% of portfolio
|
Q1 2025
Reduced 1.79%
|