Global X Robotics & ArtificiBOTZETF

13F holders, Q1 2024 (March 31)
363holders
3famous investors
$31.76avg. 13F price*

At the end of Q1 2024, 363 institutions reported holding Global X Robotics & Artifici (BOTZ) in their 13F filings. The largest holders were Bank of America Corp. ($203.5M), Morgan Stanley ($95.1M) and UBS Group AG ($58.7M). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Global X Robotics & Artifici
CUSIP
37954Y715
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 363Q1 2024Q2 2024: 368Q2 2024Q3 2024: 370Q3 2024Q4 2024: 387Q4 2024Q1 2025: 375Q1 2025Q2 2025: 385Q2 2025Q3 2025: 408Q3 2025Q4 2025: 447Q4 2025Q1 2026: 444Q1 2026Q2 2026: 462Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions68$46.6M
Exits24$36.3M

Ownership 363 holders

Bank of America Corp. 0.02% Add +13.3% 6,396,865 $203.5M
Morgan Stanley 0.01% Add +6.9% 2,989,293 $95.1M
UBS Group AG 0.02% Add +23.9% 1,843,775 $58.7M
LPL Financial LLC 0.03% Add +0.3% 1,725,678 $54.9M
Envestnet Asset Management Inc. 0.01% Add +191.0% 1,147,509 $36.5M
Citigroup Inc. 0.04% Add +18.1% 1,088,132 $34.6M
PNC Financial Services Group, Inc. 0.02% Reduce -15.9% 1,072,184 $34.1M
JPMorgan Chase & Co. 0.00% Add +4.0% 972,146 $30.9M
Wells Fargo & Company 0.01% Add +29.6% 935,955 $29.8M
Ameriprise Financial Inc. 0.01% Add +125.6% 896,089 $28.5M
Commonwealth Equity Services, LLC 0.05% Add +43.5% 889,018 $28.3M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +117.5% 760,712 $22.6M
Fisher Asset Management 0.01% Reduce -2.9% 695,610 $22.1M
Rafferty Asset Management, LLC 0.08% Add +15.6% 653,727 $20.8M
Cetera Investment Advisers 0.04% Add +248.9% 563,385 $17.9M
Osaic Holdings, Inc. 0.04% Add +35.8% 508,739 $16.2M
Raymond James Financial Services Advisors, Inc. 0.02% Add +9.0% 438,788 $14.0M
Royal Bank of Canada 0.00% Add +4.8% 422,102 $13.4M
MML Investors Services, LLC 0.05% Add +41.5% 358,686 $11.4M
Clark Capital Management Group, Inc. 0.08% New 334,656 $10.6M
Clearwater Capital Advisors, LLC 1.11% Reduce -0.6% 327,456 $10.4M
Lee Financial Group Hawaii, Inc. 7.22% Add +59.6% 290,209 $9.2M
Barclays PLC 0.00% Reduce -66.6% 288,124 $9.2M
SOL Capital Management CO 1.09% Add +1.1% 273,413 $8.7M
Kestra Advisory Services, LLC 0.06% Add +14.0% 272,082 $8.7M
Granite Bay Wealth Management, LLC 4.68% Reduce -98.2% 258,479 $8.2M
Fiduciary Alliance LLC 1.26% Add +3.1% 226,210 $7.2M
Raymond James & Associates 0.00% Reduce -3.2% 193,693 $6.2M
Blair William & Co. 0.02% Reduce -0.2% 190,639 $6.1M
Susquehanna International Group, LLP 0.01% New 175,881 $5.6M
Marshall Wace, LLP 0.01% Add +1859.7% 170,534 $5.4M
Wealthfront Advisers LLC 0.02% Add +15.0% 152,978 $4.9M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -10.4% 137,541 $4.4M
Pinnacle Associates Ltd. 0.07% Add +6.2% 130,771 $4.2M
Prosperity Financial Group, Inc. 2.48% Reduce -19.0% 126,201 $4.0M
Seaview Investment Managers LLC 1.16% New 121,380 $3.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +5.0% 120,926 $3.8M
Jane Street Group, LLC 0.00% New 117,804 $3.7M
Prudential Financial Inc. 0.01% Add +51.2% 117,218 $3.7M
HighTower Advisors, LLC 0.01% Reduce -25.3% 116,363 $3.7M
Stifel Financial Corp. 0.00% Add +58.5% 108,518 $3.5M
CreativeOne Wealth, LLC 0.13% Add +19.4% 105,655 $3.4M
Sage Capital Management, LLC 1.75% Reduce -1.1% 101,529 $3.2M
Financial Engines Advisors L.L.C. 0.01% Add +11.4% 96,397 $3.1M
Private Advisor Group, LLC 0.02% Add +9.3% 95,797 $3.0M
Creative Planning 0.00% Add +20.4% 94,722 $3.0M
Cwm, LLC 0.01% Add +32.3% 93,140 $3.0M
Eagle Strategies LLC 0.60% Add +86.1% 84,541 $2.7M
Crestwood Advisors Group, LLC 0.06% Add +6.6% 83,937 $2.7M
Mesirow Financial Investment Management, Inc. 0.06% Add +3.6% 82,720 $2.6M
Mariner, LLC 0.01% Reduce -53.4% 81,942 $2.6M
Avantax Advisory Services, Inc. 0.02% Add +30.5% 81,693 $2.6M
Park Avenue Securities LLC 0.03% Add +41.0% 80,726 $2.6M
Bank of Montreal 0.00% Reduce -67.4% 78,596 $2.5M
Tocqueville Asset Management L.P. 0.04% Reduce -4.0% 78,127 $2.5M
Oppenheimer & Co. Inc. 0.04% Add +65.2% 74,112 $2.4M
Sterling Investment Advisors, Ltd. 0.65% Add +293.1% 72,495 $2.3M
Truist Financial Corp. 0.00% Reduce -16.3% 67,494 $2.1M
Greenwood Capital Associates LLC 0.28% New 66,577 $2.1M
BNP Paribas Financial Markets 0.00% Add +46.7% 64,434 $2.0M
D.A. Davidson & Co. 0.02% New 64,361 $2.0M
Destiny Wealth Partners, LLC 0.36% Reduce -0.2% 62,434 $2.0M
Equitable Holdings, Inc. 0.02% Add +95.6% 57,517 $1.8M
Baird Financial Group, Inc. 0.00% Add +127.3% 56,682 $1.8M
WT Wealth Management 0.64% Reduce -3.7% 55,913 $1.8M
Farrow Financial, Inc. 1.23% New 55,351 $1.8M
Centaurus Financial, Inc. 0.11% Reduce -9.3% 51,093 $1.6M
Ameritas Advisory Services, LLC 0.07% Add +48.1% 50,203 $1.6M
Atria Wealth Solutions, Inc. 0.02% Reduce -2.1% 47,748 $1.5M
Independent Financial Group, LLC 0.07% Add +1.5% 47,684 $1.5M
Pinnacle Wealth Management Advisory Group, LLC 0.16% Add +10.6% 47,014 $1.5M
TD Waterhouse Canada Inc. 0.01% Reduce -27.5% 47,406 $1.5M
Geneos Wealth Management Inc. 0.07% Add +4.6% 45,442 $1.4M
Intrepid Financial Planning Group LLC 0.61% New 44,529 $1.4M
Blue Trust, Inc. 0.02% Add +106.0% 44,153 $1.4M
Nan Shan Life Insurance Co., Ltd. 0.03% No change 43,000 $1.4M
GFS Advisors, LLC 0.23% Add +7.6% 42,745 $1.4M
Captrust Financial Advisors 0.00% Add +5.1% 41,166 $1.3M
Kingsview Wealth Management, LLC 0.03% Add +86.5% 40,460 $1.3M
Flagstar Securities, Inc. 0.35% Reduce -0.0% 39,105 $1.2M
Zimmermann Investment Management & Planning LLC 0.45% Add +2.1% 39,017 $1.2M
Sterling Investment Counsel, LLC 0.57% Add +8.3% 38,681 $1.2M
Thrivent Financial for Lutherans 0.00% Add +3.3% 38,592 $1.2M
Rockefeller Capital Management L.P. 0.00% Add +3.2% 37,519 $1.2M
Simplicity Wealth,LLC 0.03% New 35,837 $1.1M
Wealthcare Advisory Partners LLC 0.04% Add +36.5% 35,723 $1.1M
Wealthspire Advisors, LLC 0.01% Reduce -3.4% 35,179 $1.1M
Emerald Advisors, LLC 0.19% Add +1.4% 34,226 $1.1M
National Bank of Canada 0.00% Reduce -3.5% 33,845 $1.1M
Regions Financial Corp. 0.01% No change 30,628 $974K
US Bancorp \de 0.00% Add +7.4% 30,569 $972K
Fifth Third Securities, Inc. 0.09% Add +4.0% 29,951 $953K
Orion Porfolio Solutions, LLC 0.01% Reduce -15.5% 29,544 $940K
Orion Portfolio Solutions, LLC 0.01% Reduce -15.5% 29,544 $940K
Cibc World Market Inc. 0.00% Add +1.5% 29,225 $930K
SPC Financial, Inc. 0.09% Add +1.1% 29,109 $926K
Wealth Enhancement Advisory Services, LLC 0.00% Add +12.4% 28,428 $904K
Old Mission Capital LLC 0.02% New 28,087 $893K
Insight Advisors, LLC/ PA 0.17% Reduce -29.3% 27,877 $887K
HUB Investment Partners, LLC 0.05% Reduce -6.8% 27,754 $883K

"% of holder's portfolio" is BOTZ's weight in each manager's 13F, not the share of Global X Robotics & Artifici the manager owns.

Show all 363 holders