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 410 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 $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
14,683
shares
|
$493,789
0.01% of portfolio
|
Q3 2024
Reduced 72.5%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
14,612
shares
|
$491,401
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
14,599
shares
|
$490,964
0.0% of portfolio
|
Q4 2024
Added 83.52%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
14,336
shares
|
$482,119
0.16% of portfolio
|
Q4 2024
Reduced 9.46%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
13,911
shares
|
$467,826
0.06% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
13,714
shares
|
$461,201
0.16% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
13,413
shares
|
$451,079
0.01% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
13,382
shares
|
$450,036
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
13,313
shares
|
$447,716
0.02% of portfolio
|
Q4 2024
Added 13.23%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
13,134
shares
|
$441,696
0.03% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
12,750
shares
|
$428,782
0.03% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
12,560
shares
|
$422,392
0.01% of portfolio
|
Q3 2021
Reduced 3.63%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
12,452
shares
|
$418,760
0.0% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
12,446
shares
|
$418,558
0.05% of portfolio
|
Q3 2024
Added 12.89%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
11,925
shares
|
$401,037
0.01% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
11,801
shares
|
$396,867
0.01% of portfolio
|
Q4 2024
Reduced 15.03%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
11,658
shares
|
$392,058
0.0% of portfolio
|
Q4 2024
Added 66.54%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
11,599
shares
|
$390,074
0.1% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
11,477
shares
|
$385,971
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
11,400
shares
|
$383,382
0.01% of portfolio
|
Q1 2024
Added 9.62%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
11,245
shares
|
$378,169
0.14% of portfolio
|
Q4 2024
Added 43.1%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
11,194
shares
|
$376,454
0.0% of portfolio
|
Q4 2024
Added 911.2%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
11,185
shares
|
$376,151
0.07% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Feb 14, 2025 Q4 2024 |
11,150
shares
|
$374,974
0.21% of portfolio
|
Q4 2024
Reduced 21.2%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
10,810
shares
|
$363,540
0.0% of portfolio
|
Q4 2024
Reduced 8.03%
|