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 396 institutions that hold shares in the stock, with a total of 30.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
David Kennon Inc
Sarasota, FL |
Oct 22, 2024 Q3 2024 |
10,230
shares
|
$340,352
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
10,217
shares
|
$339,919
0.02% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
10,111
shares
|
$336,392
0.02% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
10,087
shares
|
$335,594
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
10,042
shares
|
$334,097
0.01% of portfolio
|
Q3 2024
Added 10.58%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
10,000
shares
|
$332,700
0.01% of portfolio
|
Q4 2021
Added 25.0%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$332,700
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
9,984
shares
|
$332,167
0.03% of portfolio
|
Q3 2024
Added 18.53%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
9,806
shares
|
$326,245
0.0% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
9,795
shares
|
$325,879
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
9,663
shares
|
$321,488
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
9,404
shares
|
$312,871
0.02% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
9,269
shares
|
$308,379
0.02% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
9,020
shares
|
$300,095
0.0% of portfolio
|
Q3 2024
Added 7.64%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
9,000
shares
|
$299,430
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
8,942
shares
|
$297,500
0.04% of portfolio
|
Q3 2024
Reduced 29.88%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
8,921
shares
|
$296,801
0.04% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
8,882
shares
|
$295,504
0.02% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
8,877
shares
|
$295,337
0.04% of portfolio
|
Q3 2024
Reduced 23.43%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
8,699
shares
|
$289,415
0.01% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
8,584
shares
|
$285,589
0.03% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
8,584
shares
|
$285,589
0.05% of portfolio
|
Q3 2024
Added 10.45%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
8,407
shares
|
$279,700
0.0% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
8,255
shares
|
$274,643
0.96% of portfolio
|
Q4 2023
Reduced 33.35%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
8,253
shares
|
$274,577
0.18% of portfolio
|
Q3 2024
Added 12.7%
|