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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
10,810
shares
|
$329,705
0.0% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,730
shares
|
$327,265
0.17% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
10,729
shares
|
$327,234
0.09% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
10,610
shares
|
$323,605
0.02% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
10,600
shares
|
$323,300
0.07% of portfolio
|
Q4 2024
Reduced 37.11%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
10,440
shares
|
$318,420
0.07% of portfolio
|
Q4 2024
Added 49.36%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
10,437
shares
|
$318,328
0.01% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,416
shares
|
$317,688
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
10,352
shares
|
$315,736
0.04% of portfolio
|
Q4 2024
Reduced 24.15%
|
|
|
David Kennon Inc
Sarasota, FL |
Jan 22, 2025 Q4 2024 |
10,230
shares
|
$312,015
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
10,223
shares
|
$311,801
0.0% of portfolio
|
Q4 2024
Added 13.34%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
10,177
shares
|
$310,398
0.03% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
10,161
shares
|
$309,910
0.07% of portfolio
|
Q4 2024
Reduced 19.04%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
10,111
shares
|
$308,385
0.02% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
10,042
shares
|
$306,281
0.01% of portfolio
|
Q3 2024
Added 10.58%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
10,000
shares
|
$305,000
0.01% of portfolio
|
Q4 2021
Added 25.0%
|
|
|
Mmbg Investment Advisors Co.
|
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$305,000
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
9,930
shares
|
$302,865
0.02% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
9,821
shares
|
$299,540
0.03% of portfolio
|
Q4 2024
Reduced 53.94%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
9,818
shares
|
$299,449
0.01% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
9,784
shares
|
$298,412
0.03% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
9,661
shares
|
$294,660
0.06% of portfolio
|
Q4 2024
Added 12.55%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
9,354
shares
|
$285,297
0.02% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
9,245
shares
|
$281,972
0.01% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
9,188
shares
|
$280,234
0.17% of portfolio
|
Q4 2024
Added 11.33%
|