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 419 institutions that hold shares in the stock, with a total of 31.2 Million shares, which have been reported (via 13F filing form) to have a value of $1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
9,756
shares
|
$313,557
0.01% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2025 Q1 2025 |
9,697
shares
|
$311,661
0.12% of portfolio
|
Q1 2025
Added 63.19%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
9,685
shares
|
$311,275
0.02% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
9,654
shares
|
$310,279
0.11% of portfolio
|
Q1 2025
Added 829.16%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
9,615
shares
|
$309,026
0.08% of portfolio
|
Q1 2025
Reduced 46.39%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
9,587
shares
|
$308,126
0.03% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
9,521
shares
|
$306,004
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
9,375
shares
|
$301,312
0.02% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
9,358
shares
|
$300,766
0.01% of portfolio
|
Q1 2025
Reduced 30.07%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
9,318
shares
|
$299,480
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
9,188
shares
|
$295,302
0.16% of portfolio
|
Q4 2024
Added 11.33%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
9,064
shares
|
$291,316
0.03% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
9,012
shares
|
$289,645
0.02% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
9,009
shares
|
$289,549
0.01% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
9,000
shares
|
$289,260
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
8,620
shares
|
$277,046
0.03% of portfolio
|
Q1 2025
Added 27.93%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
8,255
shares
|
$265,315
0.96% of portfolio
|
Q4 2023
Reduced 33.35%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
8,192
shares
|
$263,290
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
8,185
shares
|
$263,065
0.0% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
8,129
shares
|
$261,266
0.02% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
8,002
shares
|
$257,184
0.11% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
7,853
shares
|
$252,395
0.06% of portfolio
|
Q2 2024
Added 2.05%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
7,694
shares
|
$247,285
0.0% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
7,689
shares
|
$247,124
0.0% of portfolio
|
Q1 2025
Added 12.28%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
7,667
shares
|
$246,417
0.04% of portfolio
|
Q2 2025
New holding
|