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 401 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 $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
8,407
shares
|
$289,957
0.0% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
8,255
shares
|
$284,714
0.96% of portfolio
|
Q4 2023
Reduced 33.35%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
8,253
shares
|
$284,645
0.18% of portfolio
|
Q3 2024
Added 12.7%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Nov 08, 2024 Q3 2024 |
8,099
shares
|
$279,334
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
8,001
shares
|
$275,954
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
7,955
shares
|
$274,367
0.0% of portfolio
|
Q3 2024
Reduced 46.67%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
7,875
shares
|
$271,608
0.0% of portfolio
|
Q3 2024
Reduced 28.48%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
7,858
shares
|
$271,022
0.1% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
7,853
shares
|
$270,849
0.06% of portfolio
|
Q2 2024
Added 2.05%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
7,821
shares
|
$269,746
0.0% of portfolio
|
Q3 2024
Reduced 56.16%
|
|
|
Ims Capital Management
|
Dec 17, 2024 Q3 2024 |
7,810
shares
|
$269,366
0.11% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
7,738
shares
|
$266,883
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
7,680
shares
|
$264,883
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
7,566
shares
|
$260,951
0.0% of portfolio
|
Q3 2024
Added 8.35%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
7,443
shares
|
$256,709
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
7,410
shares
|
$255,570
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
7,366
shares
|
$254,053
0.07% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
7,315
shares
|
$252,294
0.24% of portfolio
|
Q3 2024
Reduced 17.86%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
7,201
shares
|
$248,362
0.01% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
7,116
shares
|
$245,430
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
|
$244,879
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
7,067
shares
|
$243,740
0.0% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
7,000
shares
|
$241,430
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
6,915
shares
|
$238,498
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
6,838
shares
|
$235,842
0.16% of portfolio
|
Q4 2024
Reduced 2.51%
|