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 407 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 $1.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
14,150
shares
|
$469,497
0.27% of portfolio
|
Q3 2024
Reduced 24.41%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
13,888
shares
|
$460,803
0.02% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
13,648
shares
|
$452,840
0.06% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
13,446
shares
|
$446,138
0.05% of portfolio
|
Q3 2024
Added 22.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
13,413
shares
|
$445,043
0.01% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
13,382
shares
|
$444,014
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
13,313
shares
|
$441,725
0.02% of portfolio
|
Q4 2024
Added 13.23%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
13,264
shares
|
$440,099
0.17% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
13,186
shares
|
$437,511
0.02% of portfolio
|
Q3 2024
Reduced 18.69%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
13,134
shares
|
$435,786
0.03% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
12,727
shares
|
$422,281
0.0% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
12,560
shares
|
$416,740
0.01% of portfolio
|
Q3 2021
Reduced 3.63%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
12,554
shares
|
$416,541
0.03% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
12,551
shares
|
$416,442
0.09% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
12,446
shares
|
$412,958
0.05% of portfolio
|
Q3 2024
Added 12.89%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
12,330
shares
|
$409,109
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
11,925
shares
|
$395,671
0.01% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
11,754
shares
|
$389,997
0.0% of portfolio
|
Q3 2024
Reduced 74.3%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,614
shares
|
$385,352
0.02% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
11,599
shares
|
$384,854
0.1% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
11,514
shares
|
$382,034
0.58% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
11,477
shares
|
$380,806
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,457
shares
|
$380,143
0.0% of portfolio
|
Q3 2024
Reduced 13.66%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
11,400
shares
|
$378,252
0.01% of portfolio
|
Q1 2024
Added 9.62%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
11,215
shares
|
$372,113
0.07% of portfolio
|
Q3 2024
Reduced 14.17%
|