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
Stratos Wealth Partners, LTD. 0.01% Add +22.7% 26,803 $853K
Avior Wealth Management, LLC 0.04% New 26,781 $852K
Paragon Private Wealth Management, LLC 0.51% Add +42.1% 26,751 $851K
Phoenix Wealth Advisors 0.51% Add +93.2% 26,470 $842K
Pinnacle Financial Group, LLC / IL 0.36% Reduce -1.6% 25,936 $825K
Freedom Investment Management, Inc. 0.07% Add +43.1% 25,511 $811K
Ellis Investment Partners, LLC 0.17% Reduce -1.1% 24,669 $785K
EPG Wealth Management LLC 0.19% Add +0.4% 24,412 $777K
Bessemer Group Inc. 0.00% Reduce -0.8% 24,380 $776K
Federation des caisses Desjardins du Quebec 0.01% Reduce -5.4% 24,182 $769K
Spire Wealth Management 0.01% Reduce -58.3% 24,001 $763K
Envestnet Portfolio Solutions, Inc. 0.00% Add +196.1% 23,723 $755K
HRT Financial LP 0.00% New 23,075 $734K
Sowell Financial Services LLC 0.03% New 21,413 $681K
Edgemoor Investment Advisors, Inc. 0.06% Add +0.0% 21,308 $678K
Janney Montgomery Scott LLC 0.00% Add +51.3% 21,098 $671K
Harbour Investments, Inc. 0.02% Add +85.5% 21,028 $669K
Millennium Management 0.00% New 20,868 $664K
HB Wealth Management, LLC 0.01% Add +2.2% 20,644 $657K
Capital Investment Advisory Services, LLC 0.07% Add +4.5% 19,979 $636K
Cerity Partners LLC 0.00% Reduce -4.0% 19,821 $631K
Citadel Advisors 0.00% New 19,526 $621K
Prudential PLC 0.01% No change 19,500 $620K
Moors & Cabot, Inc. 0.03% Reduce -10.2% 19,095 $607K
Scotia Capital Inc. 0.00% Add +47.7% 19,065 $606K
MGB Wealth Management, LLC 0.24% Reduce -10.0% 18,451 $587K
Archford Capital Strategies, LLC 0.10% Reduce -0.3% 18,070 $575K
Nomura Asset Management Co. Ltd. 0.00% No change 17,839 $567K
HBW Advisory Services LLC 0.10% No change 19,611 $559K
IHT Wealth Management, LLC 0.02% Add +14.8% 17,431 $554K
Steward Partners Investment Advisory, LLC 0.01% Reduce -7.2% 17,426 $554K
Wedbush Securities Inc. 0.02% Add +2.1% 17,409 $554K
Bleakley Financial Group, LLC 0.02% Add +87.6% 17,019 $541K
Compound Planning, Inc. 0.05% New 16,879 $537K
River Wealth Advisors LLC 0.08% Reduce -22.7% 16,671 $530K
NewEdge Advisors, LLC 0.00% Add +0.2% 16,394 $521K
GeoWealth Management, LLC 0.02% Reduce -12.6% 16,229 $516K
Macroview Investment Management LLC 0.56% Reduce -18.1% 15,905 $506K
Mayflower Financial Advisors, LLC 0.08% Add +26.1% 15,490 $493K
Strategic Advisors LLC 0.10% Reduce -3.4% 15,446 $491K
Greenwich Wealth Management LLC 0.04% No change 15,287 $486K
Holderness Investments Co. 0.12% Reduce -2.8% 15,185 $483K
Corient Private Wealth LP 0.00% Add +18.6% 14,560 $463K
Callan Capital, LLC 0.04% Reduce -57.7% 14,375 $457K
Apeiron RIA LLC 0.13% New 14,360 $457K
Signaturefd, LLC 0.01% Reduce -0.9% 14,324 $456K
Beverly Hills Private Wealth, LLC 0.11% Reduce -9.0% 14,219 $452K
Frisch Financial Group, Inc. 0.15% Reduce -1.9% 14,050 $447K
Owen LaRue, LLC 0.28% Add +19.1% 14,034 $446K
Keystone Financial Group 0.07% Reduce -1.8% 13,991 $445K
Creative Financial Designs Inc. 0.04% Add +16.7% 13,985 $445K
One Charles Private Wealth Services, LLC 0.19% Reduce -2.9% 13,837 $440K
Resurgent Financial Advisors LLC 0.24% Add +52.5% 13,801 $439K
Per Stirling Capital Management, LLC. 0.07% New 13,162 $419K
Equitable Trust Co. 0.03% No change 12,741 $405K
Csenge Advisory Group 0.02% New 12,627 $402K
Ally Invest Advisors Inc. 0.04% Add +34.0% 12,395 $394K
CIBC Private Wealth Group LLC 0.00% No change 12,325 $390K
StoneX Group Inc. 0.03% Reduce -7.2% 12,198 $388K
Sigma Planning Corp 0.01% New 12,136 $386K
Beacon Financial Advisory LLC 0.19% Add +34.5% 12,077 $384K
FMR LLC 0.00% Add +70.4% 11,964 $381K
Gladstone Institutional Advisory LLC 0.02% Add +50.3% 11,940 $380K
Trek Financial, LLC 0.03% Add +23.9% 11,920 $379K
Sonoma Private Wealth LLC 0.59% New 11,465 $365K
Continuum Advisory, LLC 0.05% Add +5.4% 11,594 $363K
Florida Trust Wealth Management Co 0.01% Add +9.6% 11,400 $363K
WealthBridge Capital Management, LLC 0.12% Reduce -5.9% 11,306 $360K
Lido Advisors, LLC 0.00% New 11,292 $359K
Sierra Capital LLC 0.05% No change 11,160 $355K
GPS Wealth Strategies Group, LLC 0.06% Add +41.6% 11,065 $352K
Coastline Trust Co 0.04% New 11,025 $351K
Toronto Dominion Bank 0.00% No change 11,000 $350K
Main Street Financial Solutions, LLC 0.04% Reduce -0.2% 10,847 $345K
L.M. Kohn & Company 0.10% New 10,634 $338K
Great Valley Advisor Group, Inc. 0.01% Add +15.5% 10,575 $336K
Principal Securities, Inc. 0.01% Add +255.5% 10,465 $333K
Western Wealth Management, LLC 0.03% Add +3.2% 10,462 $333K
Triumph Capital Management 0.13% Add +12.3% 10,295 $326K
David Kennon Inc 0.14% New 10,230 $325K
Fortis Group Advisors, LLC 0.06% New 10,137 $322K
International Assets Investment Management, LLC 0.03% Add +20.6% 10,092 $319K
SIH Partners, LLLP 0.23% New 10,000 $318K
MMBG Investment Advisors Co. 0.03% No change 10,000 $318K
TrinityBridge Ltd 0.01% No change 10,000 $318K
Insigneo Advisory Services, LLC 0.04% Add +21.6% 9,914 $315K
Integrated Wealth Concepts LLC 0.00% Reduce -51.8% 9,843 $313K
Key Client Fiduciary Advisors, LLC 0.17% Add +14.0% 9,838 $313K
Advisory Services Network, LLC 0.01% Add +55.6% 9,437 $300K
Financial Advocates Investment Management 0.02% Reduce -1.2% 9,328 $297K
Mercer Global Advisors Inc. 0.00% Add +23.3% 9,018 $288K
KFG Wealth Management, LLC 0.12% Add +25.5% 9,038 $287K
Vanguard Personalized Indexing Management, LLC 0.01% No change 9,000 $286K
Consolidated Portfolio Review Corp 0.07% Add +0.1% 8,954 $285K
PFG Investments, LLC 0.02% New 8,954 $285K
Personal Cfo Solutions, LLC 0.04% Add +3.3% 8,919 $284K
Apollon Wealth Management, LLC 0.01% New 8,422 $268K
Focus Financial Network, Inc. 0.01% — 9,006 $263K
Kingswood Wealth Advisors, LLC 0.03% Reduce -5.7% 8,225 $262K
PFG Advisors 0.02% Add +1.4% 8,124 $258K
Cedar Brook Financial Partners, LLC 0.05% Add +6.6% 8,018 $255K
Compagnie Lombard Odier SCmA 0.00% Reduce -20.0% 8,000 $254K
Exencial Wealth Advisors, LLC 0.01% Reduce -10.8% 7,974 $254K
Composition Wealth, LLC 0.01% No change 7,923 $252K
Stratos Wealth Advisors, LLC 0.01% New 7,759 $247K
Coldstream Capital Management Inc. 0.01% No change 7,680 $244K
Mutual Advisors, LLC 0.01% New 7,522 $239K
Concurrent Investment Advisors, LLC 0.01% New 7,491 $238K
WNY Asset Management, LLC 0.04% New 7,484 $238K
Stephens Inc. 0.00% New 7,431 $236K
Powell Investment Advisors, LLC 0.12% Add +39.9% 7,349 $234K
J.W. Cole Advisors, Inc. 0.01% New 7,325 $233K
Lincoln National Corp. 0.00% New 7,319 $233K
Flagship Harbor Advisors, LLC 0.01% New 7,160 $228K
Boyce & Associates Wealth Consulting, Inc. 0.29% Add +0.0% 7,109 $226K
Pine Valley Investments Ltd Liability Co 0.02% New 7,100 $226K
Aurora Private Wealth, Inc. 0.19% New 7,096 $225K
Visionary Wealth Advisors 0.02% New 7,022 $223K
Goldman Sachs Group Inc. 0.00% New 7,000 $223K
PBMares Wealth Management LLC 0.06% New 6,987 $222K
FRG Family Wealth Advisors LLC 0.04% No change 7,410 $221K
Levy Wealth Management Group, LLC 0.06% No change 7,695 $219K
RMR Wealth Builders 0.03% New 6,719 $214K
Commerce Bank 0.00% New 6,680 $212K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -36.9% 6,591 $210K
Patten & Patten Inc. 0.01% New 6,536 $208K
Lattice Capital Management, LLC 0.21% New 6,450 $205K
IMS Capital Management 0.09% New 6,401 $204K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 6,186 $197K
Stelac Advisory Services LLC 0.09% No change 5,922 $188K
Comerica Bank 0.00% Reduce -57.0% 5,699 $181K
Harvest Fund Management Co., Ltd 0.02% No change 5,410 $172K
AdvisorNet Financial, Inc 0.01% Add +1.0% 4,841 $154K
Winch Advisory Services, LLC 0.05% Add +0.0% 4,837 $154K
Banque Cantonale Vaudoise 0.01% Reduce -22.8% 4,755 $152K
Laurel Wealth Advisors LLC 0.02% No change 4,220 $134K
Glassman Wealth Services 0.03% Add +195.9% 4,107 $131K
Financial Perspectives, Inc 0.05% Add +2.0% 4,067 $129K
Bartlett & Co. Wealth Management LLC 0.00% Add +33.3% 4,000 $127K
Hazlett, Burt & Watson, Inc. 0.07% No change 3,856 $123K
Smartleaf Asset Management LLC 0.02% No change 3,801 $121K
Global Retirement Partners, LLC 0.00% Add +35.3% 3,753 $119K
Allworth Financial LP 0.00% Add +212.8% 3,294 $105K
Simplex Trading, LLC 0.00% New 3,153 $100K
Glenmede Trust Co. NA 0.00% Add +225.8% 3,010 $96K
Jones Financial Companies LLLP 0.00% New 2,809 $89K
Benjamin F. Edwards & Company, Inc. 0.00% No change 2,781 $88K
Advantage Trust Co 0.06% No change 2,680 $85K
Fernwood Investment Management, LLC 0.02% New 2,650 $84K
Fortitude Family Office, LLC 0.06% No change 2,585 $82K
Manchester Capital Management LLC 0.01% Add +10.9% 2,550 $81K
Qube Research & Technologies Ltd 0.00% New 2,408 $77K
Householder Group Estate & Retirement Specialist, LLC 0.02% Add +50.8% 2,355 $75K
Carolinas Wealth Consulting LLC 0.01% No change 2,345 $75K
Arax Advisory Partners 0.01% Add +1.1% 2,237 $71K
Covestor Ltd 0.04% Reduce -7.8% 2,186 $70K
IFP Advisors, Inc 0.00% Add +1.5% 2,151 $68K
Hilltop National Bank 0.02% — 2,108 $67K
Franklin Resources Inc. 0.00% Reduce -5.6% 2,105 $67K
Financial Freedom, LLC 0.04% No change 2,099 $67K
Solstein Capital, LLC 0.05% No change 2,055 $65K
Lanark Financial, Inc. 0.01% Add +706.8% 2,017 $64K
Sandy Spring Bank 0.00% Add +3.8% 1,976 $63K
PSI Advisors, LLC 0.02% Add +24.1% 1,955 $62K
Asset Dedication, LLC 0.00% New 1,916 $61K
Armstrong Advisory Group, Inc. 0.01% No change 2,105 $60K
Pittenger & Anderson Inc. 0.00% No change 1,870 $59K
Slocum, Gordon & Co LLP 0.04% No change 1,724 $55K
Concourse Financial Group Securities, Inc. 0.00% No change 1,685 $54K
Richardson Capital Management LLC 0.04% New 1,680 $53K
Harbor Investment Advisory, LLC 0.01% Add +737.2% 1,599 $51K
AlphaMark Advisors, LLC 0.02% Add +5.7% 1,400 $45K
Parallel Advisors, LLC 0.00% Add +666.1% 1,356 $43K
First Manhattan Co. Llc. 0.00% Reduce -9.5% 1,273 $40K
Farther Finance Advisors, LLC 0.00% Add +239.8% 1,247 $39K
Ramirez Asset Management, Inc. 0.01% No change 1,200 $38K
Private Ocean, LLC 0.00% No change 1,200 $38K
CGC Financial Services, LLC 0.02% Reduce -12.3% 1,039 $33K
Smithfield Trust Co 0.00% No change 1,000 $32K
Baldwin Wealth Partners LLC 0.00% Reduce -29.8% 1,000 $32K
Fifth Third Bancorp 0.00% Reduce -42.5% 1,000 $32K
Realta Investment Advisors 0.01% New 950 $30K
Beacon Capital Management, LLC 0.01% Reduce -2.2% 925 $29K
Pathway Financial Advisers, LLC 0.01% Reduce -0.1% 922 $29K
Cutler Group LLC / CA 0.01% New 900 $28K
Edmond DE Rothschild Holding S.A. 0.00% No change 850 $27K
Avalon Trust Co 0.00% No change 824 $26K
WASHINGTON TRUST Co 0.00% No change 767 $24K
Princeton Global Asset Management LLC 0.01% Add +133.3% 700 $22K
DHJJ Financial Advisors, Ltd. 0.01% No change 698 $22K
Centerpoint Advisors, LLC 0.01% No change 700 $22K
Horizon Financial Services, LLC 0.01% New 660 $21K
SOA Wealth Advisors, LLC. 0.00% No change 631 $20K
Capital Analysts, LLC 0.00% New 621 $20K
Tower Research Capital LLC (TRC) 0.00% Add +74.7% 601 $19K
BOK Financial Private Wealth, Inc. 0.00% No change 600 $19K
North Star Investment Management Corp. 0.00% No change 600 $19K
Coston, McIsaac & Partners 0.01% Reduce -38.6% 580 $18K
First Horizon Advisors, Inc. 0.00% Reduce -3.1% 531 $17K
HighMark Wealth Management LLC 0.01% No change 525 $17K
Bellevue Asset Management, LLC 0.01% Add +0.2% 502 $16K
TD Capital Management LLC 0.00% No change 491 $16K
Private Trust Co. NA 0.00% Add +59.3% 470 $15K
GHP Investment Advisors, Inc. 0.00% No change 415 $13K
Stone House Investment Management, LLC 0.00% No change 414 $13K
Bell Investment Advisors, Inc 0.00% Reduce -73.8% 396 $13K
St Germain D J Co. Inc. 0.00% No change 385 $12K
Albion Financial Group 0.00% No change 376 $12K
FinTrust Capital Advisors, LLC 0.00% No change 374 $12K
Provenance Wealth Advisors, LLC 0.00% No change 348 $11K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 346 $11K
EverSource Wealth Advisors, LLC 0.00% New 341 $10K
Prestige Wealth Management Group LLC 0.00% No change 310 $10K
Bogart Wealth, LLC 0.00% Reduce -16.4% 310 $10K
AllSquare Wealth Management LLC 0.01% No change 300 $10K
1832 Asset Management L.P. 0.00% No change 300 $10K
Salem Investment Counselors Inc. 0.00% Add +49.5% 299 $10K
Game Plan Financial Advisors, LLC 0.01% Add +20.1% 299 $10K
Robinson Capital Management, LLC 0.00% New 300 $9K
Pacifica Partners Inc. 0.00% No change 284 $9K
O'shaughnessy Asset Management, LLC 0.00% No change 284 $9K
Dynamic Wealth Strategies, LLC 0.01% No change 278 $9K
Mma Asset Management LLC 0.00% New 281 $9K
ICA Group Wealth Management, LLC 0.00% No change 280 $9K
Glass Jacobson Investment Advisors llc 0.00% No change 265 $8K
Toth Financial Advisory Corp. 0.00% Add +1.6% 259 $8K
Main Street Group, LTD 0.00% New 250 $8K
Aspire Private Capital, LLC 0.00% Reduce -36.5% 240 $8K
Tidemark, LLC 0.00% Add +16.0% 239 $8K
Lindbrook Capital, LLC 0.00% New 235 $7K
Tradewinds Capital Management, LLC 0.00% New 233 $7K
NFSG Corp 0.00% Add +10.0% 220 $7K
FWL Investment Management, LLC 0.00% No change 219 $7K
JDM Financial Group LLC 0.00% No change 205 $7K
Clearstead Advisors, LLC 0.00% New 206 $6K
FAS Wealth Partners, Inc. 0.00% Reduce -0.5% 200 $6K
Westside Investment Management, Inc. 0.00% No change 200 $6K
Kessler Investment Group, LLC 0.00% No change 190 $6K
Glen Eagle Advisors, LLC 0.00% No change 185 $6K
Archer Investment Corp 0.00% No change 176 $6K
Pension & Wealth Management Advisors, Inc. 0.00% No change 152 $5K
Aptus Capital Advisors, LLC 0.00% No change 146 $5K
Pacific Center for Financial Services 0.00% No change 132 $4K
Ameritas Investment Partners, Inc. 0.00% No change 90 $3K
HHM Wealth Advisors, LLC 0.00% No change 85 $3K
Creekmur Asset Management LLC 0.00% Reduce -72.1% 81 $3K
Colonial Trust Advisors 0.00% New 79 $3K
Larson Financial Group LLC 0.00% No change 72 $2K
Sunbelt Securities, Inc. 0.00% No change 58 $2K
Lowe Wealth Advisors, LLC 0.00% No change 50 $2K
Vima LLC 0.00% No change 60 $2K
Cardiff Park Advisors, LLC 0.00% No change 40 $1K
Versant Capital Management, Inc 0.00% No change 37 $1K
Blue Bell Private Wealth Management, LLC 0.00% No change 28 $891
First Command Advisory Services, Inc. 0.00% New 27 $859
Global Financial Private Client, LLC 0.00% No change 19 $601
Abound Wealth Management 0.00% Reduce -71.4% 10 $319
Caldwell Sutter Capital, Inc. 0.00% No change 10 $318
Rothschild Investment LLC 0.00% No change 10 $318
Horizon Investments, LLC 0.00% Reduce -47.4% 10 $318
Nvwm, LLC 0.00% No change 8 $254
American Capital Advisory, LLC 0.00% No change 3 $77
Roble, Belko & Company, Inc 0.00% New 4 $0

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