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 464 institutions that hold shares in the stock, with a total of 33.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,424
shares
|
$50,053
0.0% of portfolio
|
Q3 2025
Added 114.46%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,417
shares
|
$49,807
0.0% of portfolio
|
Q2 2020
Reduced 49.59%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
1,376
shares
|
$48,366
0.0% of portfolio
|
Q4 2024
Reduced 13.95%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
1,362
shares
|
$47,874
0.01% of portfolio
|
Q3 2025
Added 263.2%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,292
shares
|
$45,413
0.0% of portfolio
|
Q2 2025
Added 524.15%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
1,208
shares
|
$42,461
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,200
shares
|
$42,180
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
1,115
shares
|
$39,192
0.02% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
1,105
shares
|
$38,840
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,098
shares
|
$38,594
0.0% of portfolio
|
Q3 2025
Added 20.26%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
1,085
shares
|
$38,137
0.02% of portfolio
|
Q3 2025
Added 75.0%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,000
shares
|
$35,150
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
1,000
shares
|
$35,150
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
995
shares
|
$34,974
0.0% of portfolio
|
Q3 2025
Reduced 46.79%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
980
shares
|
$34,447
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
938
shares
|
$32,970
0.0% of portfolio
|
Q3 2024
Added 33.05%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
928
shares
|
$32,619
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Saranac Partners LTD
London, |
Dec 05, 2025 Q3 2025 |
915
shares
|
$32,162
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
900
shares
|
$31,635
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
895
shares
|
$31,459
0.0% of portfolio
|
Q3 2023
Added 136.77%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
885
shares
|
$31,107
0.0% of portfolio
|
Q4 2025
Reduced 72.03%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
874
shares
|
$30,721
0.0% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
868
shares
|
$30,510
0.0% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
840
shares
|
$29,526
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
826
shares
|
$29,033
0.01% of portfolio
|
Q3 2025
Added 769.47%
|
|