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 468 institutions that hold shares in the stock, with a total of 33.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
28,648
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Belpointe Asset Management LLC
|
Jan 27, 2026 Q4 2025 |
28,327
shares
|
$995,694
0.03% of portfolio
|
Q4 2025
Added 7.95%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
28,274
shares
|
$993,831
0.34% of portfolio
|
Q4 2025
Reduced 2.13%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
28,018
shares
|
$984,832
0.17% of portfolio
|
Q3 2025
Added 24.76%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
27,876
shares
|
$979,841
0.0% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
26,982
shares
|
$948,417
0.02% of portfolio
|
Q4 2025
Reduced 1.36%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
26,937
shares
|
$946,835
0.0% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
26,821
shares
|
$942,758
0.0% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
26,683
shares
|
$937,907
0.27% of portfolio
|
Q3 2025
Reduced 21.79%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
26,561
shares
|
$933,619
0.37% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
26,322
shares
|
$925,218
0.0% of portfolio
|
Q3 2025
Reduced 25.37%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
26,063
shares
|
$916,114
0.63% of portfolio
|
Q4 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
25,911
shares
|
$910,771
0.0% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
25,782
shares
|
$906,237
0.01% of portfolio
|
Q3 2025
Added 40.46%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
25,626
shares
|
$900,753
0.05% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Moulton Wealth Management, Inc
|
Jan 13, 2026 Q4 2025 |
25,544
shares
|
$897,871
0.61% of portfolio
|
Q4 2025
New holding
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Oct 28, 2025 Q3 2025 |
25,542
shares
|
$897,801
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
25,119
shares
|
$882,932
0.0% of portfolio
|
Q3 2025
Added 476.26%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
24,681
shares
|
$867,537
0.63% of portfolio
|
Q2 2023
Reduced 9.11%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
24,380
shares
|
$856,957
0.0% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
24,306
shares
|
$854,355
0.01% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
23,957
shares
|
$842,088
0.45% of portfolio
|
Q3 2025
Added 47.5%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
23,897
shares
|
$839,979
0.0% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Eagle Strategies LLC
New York, NY |
Jan 22, 2026 Q4 2025 |
23,558
shares
|
$828,063
0.11% of portfolio
|
Q4 2025
Reduced 29.49%
|
|
|
Bcs Wealth Management
|
Jan 23, 2026 Q4 2025 |
23,240
shares
|
$816,886
0.09% of portfolio
|
Q4 2025
Added 147.42%
|
|