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 414 institutions that hold shares in the stock, with a total of 30.7 Million shares, which have been reported (via 13F filing form) to have a value of $937 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
77,581
shares
|
$2.37 Million
0.31% of portfolio
|
Q2 2023
Reduced 2.51%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
76,224
shares
|
$2.32 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
73,182
shares
|
$2.23 Million
0.02% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
73,172
shares
|
$2.23 Million
0.08% of portfolio
|
Q4 2024
Reduced 16.28%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
71,000
shares
|
$2.17 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Feb 07, 2025 Q4 2024 |
68,809
shares
|
$2.1 Million
1.44% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
68,346
shares
|
$2.08 Million
0.02% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
68,235
shares
|
$2.08 Million
0.0% of portfolio
|
Q4 2024
Added 104.81%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
66,745
shares
|
$2.04 Million
0.0% of portfolio
|
Q4 2024
Added 9.86%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
64,004
shares
|
$1.95 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
63,635
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
62,794
shares
|
$1.92 Million
0.19% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
60,788
shares
|
$1.85 Million
0.03% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
58,334
shares
|
$1.78 Million
0.11% of portfolio
|
Q4 2024
Reduced 60.28%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
55,686
shares
|
$1.7 Million
0.04% of portfolio
|
Q4 2024
Added 12.59%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
51,519
shares
|
$1.57 Million
0.0% of portfolio
|
Q4 2024
Reduced 47.85%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
50,513
shares
|
$1.54 Million
0.01% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
50,161
shares
|
$1.53 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
48,253
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
Added 24.87%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
47,111
shares
|
$1.44 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Hancock Prospecting Pty LTD
West Perth, C3 |
Feb 14, 2025 Q4 2024 |
45,766
shares
|
$1.4 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
45,657
shares
|
$1.39 Million
0.02% of portfolio
|
Q4 2024
Added 14.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
45,133
shares
|
$1.38 Million
0.0% of portfolio
|
Q4 2024
Added 29.69%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
44,722
shares
|
$1.36 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
42,033
shares
|
$1.28 Million
0.05% of portfolio
|
Q4 2024
Reduced 15.05%
|