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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
11,825
shares
|
$431,494
0.0% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
11,772
shares
|
$429,560
0.04% of portfolio
|
Q2 2025
Reduced 19.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
11,553
shares
|
$421,568
0.0% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
11,506
shares
|
$419,853
0.1% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
11,255
shares
|
$410,694
0.16% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
10,993
shares
|
$401,134
0.02% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
10,862
shares
|
$396,354
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
10,854
shares
|
$396,062
0.11% of portfolio
|
Q3 2025
Added 12.43%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
10,767
shares
|
$392,887
0.18% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
10,715
shares
|
$390,990
0.01% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
10,676
shares
|
$389,567
0.03% of portfolio
|
Q2 2025
Reduced 21.83%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
10,650
shares
|
$388,618
0.17% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,416
shares
|
$380,079
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
10,337
shares
|
$377,197
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
10,294
shares
|
$375,628
0.02% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
10,269
shares
|
$374,715
0.01% of portfolio
|
Q3 2025
Reduced 10.27%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
10,250
shares
|
$374,022
0.01% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
David Kennon Inc
Sarasota, FL |
Jul 16, 2025 Q2 2025 |
10,230
shares
|
$373,292
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
10,092
shares
|
$368,257
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
10,000
shares
|
$364,900
0.0% of portfolio
|
Q4 2021
Added 25.0%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
10,000
shares
|
$364,900
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
9,928
shares
|
$362,272
0.01% of portfolio
|
Q2 2025
Added 200.58%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,857
shares
|
$359,681
0.01% of portfolio
|
Q2 2025
Reduced 13.05%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
9,811
shares
|
$358,003
0.07% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
9,776
shares
|
$356,726
0.06% of portfolio
|
Q2 2025
Reduced 12.57%
|