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 399 institutions that hold shares in the stock, with a total of 30.4 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 |
|---|---|---|---|---|---|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
8,253
shares
|
$272,596
0.18% of portfolio
|
Q3 2024
Added 12.7%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Nov 08, 2024 Q3 2024 |
8,099
shares
|
$267,509
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
7,955
shares
|
$262,753
0.0% of portfolio
|
Q3 2024
Reduced 46.67%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
7,875
shares
|
$260,111
0.0% of portfolio
|
Q3 2024
Reduced 28.48%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
7,858
shares
|
$259,549
0.1% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
7,853
shares
|
$259,384
0.06% of portfolio
|
Q2 2024
Added 2.05%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
7,821
shares
|
$258,327
0.0% of portfolio
|
Q3 2024
Reduced 56.16%
|
|
|
Ims Capital Management
|
Dec 17, 2024 Q3 2024 |
7,810
shares
|
$257,964
0.11% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
7,738
shares
|
$255,586
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
7,680
shares
|
$253,670
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
7,566
shares
|
$249,904
0.0% of portfolio
|
Q3 2024
Added 8.35%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
7,410
shares
|
$244,752
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
7,366
shares
|
$243,298
0.07% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
7,315
shares
|
$241,614
0.24% of portfolio
|
Q3 2024
Reduced 17.86%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
7,201
shares
|
$237,849
0.01% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
7,116
shares
|
$235,041
0.25% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
7,100
shares
|
$234,513
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
7,067
shares
|
$233,423
0.0% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
7,014
shares
|
$231,672
0.18% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
7,000
shares
|
$231,210
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
6,990
shares
|
$230,879
0.05% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
6,915
shares
|
$228,402
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,857
shares
|
$226,486
0.01% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
6,835
shares
|
$225,760
0.02% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
6,809
shares
|
$224,901
0.03% of portfolio
|
Q3 2024
New holding
|