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 |
|---|---|---|---|---|---|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
406
shares
|
$14,270
0.0% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
400
shares
|
$14,060
0.0% of portfolio
|
Q3 2024
Reduced 42.86%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
396
shares
|
$13,919
0.0% of portfolio
|
Q1 2024
Reduced 73.84%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
392
shares
|
$13,778
0.0% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
391
shares
|
$13,743
0.0% of portfolio
|
Q2 2025
Added 1296.43%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
385
shares
|
$13,532
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
376
shares
|
$13,216
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
374
shares
|
$13,146
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
372
shares
|
$13,075
0.0% of portfolio
|
Q3 2025
Reduced 53.62%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
351
shares
|
$12,337
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
348
shares
|
$12,232
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
335
shares
|
$11,775
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
322
shares
|
$11,318
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
315
shares
|
$11,072
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
306
shares
|
$10,755
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
300
shares
|
$10,545
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
295
shares
|
$10,369
0.0% of portfolio
|
Q2 2022
Reduced 71.3%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
295
shares
|
$10,369
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
282
shares
|
$9,912
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
278
shares
|
$9,771
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
274
shares
|
$9,631
0.0% of portfolio
|
Q3 2025
Added 15.13%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
234
shares
|
$8,225
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
225
shares
|
$7,908
0.0% of portfolio
|
Q2 2025
Reduced 33.63%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
218
shares
|
$7,662
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
214
shares
|
$7,522
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|