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 410 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 $812 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
9,245
shares
|
$246,101
0.01% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
9,188
shares
|
$244,584
0.17% of portfolio
|
Q4 2024
Added 11.33%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
9,000
shares
|
$239,580
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
8,877
shares
|
$236,305
0.04% of portfolio
|
Q3 2024
Reduced 23.43%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
8,697
shares
|
$231,514
0.0% of portfolio
|
Q4 2024
Reduced 11.31%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
8,644
shares
|
$230,103
0.03% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
8,405
shares
|
$223,741
0.02% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
8,255
shares
|
$219,748
0.96% of portfolio
|
Q4 2023
Reduced 33.35%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
8,237
shares
|
$219,268
0.0% of portfolio
|
Q4 2024
Added 28.86%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
8,237
shares
|
$219,268
0.0% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
8,216
shares
|
$218,709
0.0% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
8,032
shares
|
$213,811
0.0% of portfolio
|
Q4 2024
Added 13.66%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
8,001
shares
|
$212,986
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
7,954
shares
|
$211,735
0.01% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
7,930
shares
|
$211,096
0.12% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
7,853
shares
|
$209,046
0.06% of portfolio
|
Q2 2024
Added 2.05%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
7,791
shares
|
$207,396
0.0% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
7,738
shares
|
$205,985
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
7,719
shares
|
$205,479
0.0% of portfolio
|
Q4 2024
Reduced 26.37%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Jan 28, 2025 Q4 2024 |
7,665
shares
|
$204,042
0.18% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
7,532
shares
|
$200,501
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
7,465
shares
|
$198,718
0.0% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
7,443
shares
|
$198,132
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
7,410
shares
|
$197,254
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
7,374
shares
|
$196,295
0.01% of portfolio
|
Q4 2024
Added 2.4%
|