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 469 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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
13,805
shares
|
$485,245
0.04% of portfolio
|
Q4 2025
Reduced 2.24%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
13,502
shares
|
$474,595
0.0% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
13,349
shares
|
$469,217
0.14% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
13,210
shares
|
$464,331
0.02% of portfolio
|
Q3 2025
Reduced 8.35%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
13,134
shares
|
$461,660
0.03% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
13,021
shares
|
$457,688
0.0% of portfolio
|
Q3 2025
Added 39.14%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
12,560
shares
|
$441,484
0.01% of portfolio
|
Q3 2021
Reduced 3.63%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
12,534
shares
|
$440,570
0.0% of portfolio
|
Q3 2025
Added 62.99%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
12,468
shares
|
$438,250
0.12% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
12,447
shares
|
$437,512
0.0% of portfolio
|
Q3 2025
Added 8.19%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
12,389
shares
|
$435,473
0.03% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
12,327
shares
|
$433,294
0.01% of portfolio
|
Q2 2025
Reduced 20.35%
|
|
|
Family Office Research LLC
Bethesda, MD |
Nov 04, 2025 Q3 2025 |
12,227
shares
|
$429,779
0.19% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
12,101
shares
|
$425,350
0.14% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
11,867
shares
|
$417,125
0.04% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
11,837
shares
|
$416,070
0.0% of portfolio
|
Q3 2025
Added 17.29%
|
|
|
Toth Financial Advisory Corp
|
Jan 20, 2026 Q4 2025 |
11,570
shares
|
$406,685
0.04% of portfolio
|
Q4 2025
Added 35.01%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
11,553
shares
|
$406,087
0.0% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Strategic Wealth Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
11,314
shares
|
$397,687
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
10,959
shares
|
$385,208
0.19% of portfolio
|
Q4 2025
Added 1.64%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
10,854
shares
|
$381,518
0.11% of portfolio
|
Q3 2025
Added 12.43%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
10,828
shares
|
$380,604
0.02% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
10,807
shares
|
$379,866
0.01% of portfolio
|
Q3 2025
Added 44.27%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
10,804
shares
|
$379,760
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 28, 2026 Q4 2025 |
10,718
shares
|
$376,737
0.16% of portfolio
|
Q4 2025
Reduced 4.77%
|
|