Global X Robotics & ArtificiBOTZETF
13F holders, Q2 2024 (June 30)368holders +5
40new positions
38sold out
2famous investors
$30.82avg. 13F price*
At the end of Q2 2024, 368 institutions reported holding Global X Robotics & Artifici (BOTZ) in their 13F filings, up 5 from Q1 2024. 40 opened new positions and 38 sold out. The largest holders were Bank of America Corp. ($201.5M), Morgan Stanley ($99.0M) and LPL Financial LLC ($57.1M). 2 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Global X Robotics & Artifici
- CUSIP
- 37954Y715
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $15.5M |
| Exits | 38 | $36.2M |
All 13F filers, Q1 2024 → Q2 2024: 2,792,382 shares bought and 4,052,648 shares sold, net −1,260,266 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 368 holders
| Bank of America Corp. | 0.02% | Add +2.1% | 6,531,997 | $201.5M |
| Morgan Stanley | 0.01% | Add +7.4% | 3,210,110 | $99.0M |
| LPL Financial LLC | 0.03% | Add +7.2% | 1,849,302 | $57.1M |
| UBS Group AG | 0.02% | Reduce -12.1% | 1,620,742 | $50.0M |
| Citigroup Inc. | 0.03% | Add +5.1% | 1,143,163 | $35.3M |
| Commonwealth Equity Services, LLC | 0.05% | Add +24.9% | 1,110,315 | $34.3M |
| Ameriprise Financial Inc. | 0.01% | Add +22.3% | 1,095,521 | $33.8M |
| Wells Fargo & Company | 0.01% | Reduce -1.2% | 924,682 | $28.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.8% | 905,613 | $27.9M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -17.9% | 879,960 | $27.1M |
| Royal Bank of Canada | 0.00% | Add +19.9% | 506,140 | $15.6M |
| Rafferty Asset Management, LLC | 0.06% | Reduce -23.1% | 502,708 | $15.5M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +12.4% | 493,165 | $15.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -58.7% | 473,537 | $14.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Reduce -38.5% | 468,024 | $14.4M |
| Cetera Investment Advisers | 0.03% | Reduce -22.4% | 437,214 | $13.5M |
| Granite Bay Wealth Management, LLC | 6.53% | Add +53.0% | 395,472 | $12.2M |
| Nan Shan Life Insurance Co., Ltd. | 0.28% | Add +807.0% | 390,000 | $12.0M |
| Osaic Holdings, Inc. | 0.03% | Reduce -26.9% | 371,980 | $11.5M |
| Clearwater Capital Advisors, LLC | 1.06% | Reduce -1.2% | 323,573 | $10.0M |
| Kestra Advisory Services, LLC | 0.05% | Add +14.0% | 310,273 | $9.6M |
| Raymond James & Associates | 0.01% | Add +39.6% | 270,466 | $8.3M |
| SOL Capital Management CO | 1.00% | Reduce -1.1% | 270,437 | $8.3M |
| MML Investors Services, LLC | 0.03% | Reduce -25.5% | 267,280 | $8.2M |
| Retirement Planning Group, LLC | 0.52% | New | 267,156 | $8.2M |
| Fisher Asset Management | 0.00% | Reduce -63.0% | 257,611 | $7.9M |
| Fiduciary Alliance LLC | 1.15% | Add +1.4% | 229,254 | $7.1M |
| Barclays PLC | 0.00% | Reduce -35.1% | 187,039 | $5.8M |
| Blair William & Co. | 0.02% | Reduce -8.8% | 173,889 | $5.4M |
| Wealthfront Advisers LLC | 0.02% | Add +4.2% | 159,331 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +13.8% | 156,515 | $4.8M |
| Stifel Financial Corp. | 0.01% | Add +38.1% | 149,895 | $4.6M |
| Pinnacle Associates Ltd. | 0.07% | Add +5.5% | 137,981 | $4.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.4% | 128,683 | $4.0M |
| Jane Street Group, LLC | 0.00% | Add +8.0% | 127,232 | $3.9M |
| Prudential Financial Inc. | 0.01% | Add +3.8% | 121,636 | $3.8M |
| HighTower Advisors, LLC | 0.01% | Add +0.4% | 116,838 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Add +10.9% | 106,196 | $3.3M |
| Cwm, LLC | 0.02% | Add +13.5% | 105,705 | $3.3M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +5.0% | 101,202 | $3.1M |
| Sage Capital Management, LLC | 1.64% | Reduce -0.3% | 101,202 | $3.1M |
| Creative Planning | 0.00% | Add +1.3% | 95,982 | $3.0M |
| Avantax Advisory Services, Inc. | 0.02% | Add +17.4% | 95,944 | $3.0M |
| BNP Paribas Financial Markets | 0.00% | Add +46.1% | 94,154 | $2.9M |
| Sterling Investment Advisors, Ltd. | 0.78% | Add +28.7% | 93,295 | $2.9M |
| Mariner, LLC | 0.01% | Add +2.1% | 83,686 | $2.6M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -0.7% | 83,335 | $2.6M |
| CreativeOne Wealth, LLC | 0.13% | Reduce -22.2% | 82,216 | $2.5M |
| Seaview Investment Managers LLC | 0.75% | Reduce -33.7% | 80,454 | $2.5M |
| Mesirow Financial Investment Management, Inc. | 0.06% | Reduce -2.8% | 80,386 | $2.5M |
| Tocqueville Asset Management L.P. | 0.04% | Reduce -4.1% | 74,917 | $2.3M |
| Oppenheimer & Co. Inc. | 0.04% | Add +0.6% | 74,582 | $2.3M |
| Old Mission Capital LLC | 0.06% | Add +158.7% | 72,655 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +4.1% | 70,244 | $2.2M |
| Park Avenue Securities LLC | 0.03% | Reduce -14.7% | 68,857 | $2.1M |
| Prosperity Financial Group, Inc. | 1.28% | Reduce -47.9% | 65,701 | $2.0M |
| Equitable Holdings, Inc. | 0.02% | Add +14.0% | 65,593 | $2.0M |
| Destiny Wealth Partners, LLC | 0.33% | Reduce -5.6% | 58,961 | $1.8M |
| Farrow Financial, Inc. | 1.22% | Add +5.1% | 58,192 | $1.8M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +20.5% | 57,519 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.1% | 56,620 | $1.7M |
| WT Wealth Management | 0.59% | Reduce -0.1% | 55,840 | $1.7M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.17% | Add +16.0% | 54,545 | $1.7M |
| Spire Wealth Management | 0.06% | Add +122.5% | 53,395 | $1.6M |
| TD Waterhouse Canada Inc. | 0.01% | Add +5.6% | 50,061 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -3.3% | 48,558 | $1.5M |
| Intrepid Financial Planning Group LLC | 0.64% | Add +8.1% | 48,124 | $1.5M |
| Kingsview Wealth Management, LLC | 0.04% | Add +18.6% | 47,990 | $1.5M |
| Eagle Strategies LLC | 0.28% | Reduce -44.1% | 47,225 | $1.5M |
| Bank of Montreal | 0.00% | Reduce -41.8% | 45,741 | $1.4M |
| Independent Financial Group, LLC | 0.06% | Reduce -2.4% | 46,558 | $1.4M |
| Geneos Wealth Management Inc. | 0.06% | Add +1.0% | 45,884 | $1.4M |
| Blue Trust, Inc. | 0.02% | No change | 44,153 | $1.4M |
| GFS Advisors, LLC | 0.23% | Reduce -99.0% | 435 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +5.6% | 43,454 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +98.1% | 41,801 | $1.3M |
| Wealthspire Advisors, LLC | 0.02% | Add +15.8% | 40,739 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +3.1% | 39,806 | $1.2M |
| Zimmermann Investment Management & Planning LLC | 0.40% | Add +0.3% | 39,148 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.9% | 38,968 | $1.2M |
| Sterling Investment Counsel, LLC | 0.47% | Reduce -0.7% | 38,426 | $1.2M |
| Flagstar Securities, Inc. | 0.32% | Reduce -4.6% | 37,311 | $1.2M |
| Emerald Advisors, LLC | 0.17% | Add +3.9% | 35,569 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -0.5% | 35,552 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | — | 35,948 | $1.1M |
| Paragon Private Wealth Management, LLC | 0.60% | Add +29.1% | 34,533 | $1.1M |
| National Bank of Canada | 0.00% | Reduce -3.2% | 32,766 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +7.3% | 31,708 | $978K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +7.3% | 31,708 | $978K |
| Stratos Wealth Partners, LTD. | 0.02% | Add +15.3% | 30,906 | $953K |
| Prudential PLC | 0.01% | Add +57.4% | 30,700 | $945K |
| US Bancorp \de | 0.00% | Add +0.1% | 30,613 | $944K |
| Freedom Investment Management, Inc. | 0.08% | Add +18.7% | 30,285 | $934K |
| Cibc World Market Inc. | 0.00% | Reduce -0.8% | 28,984 | $894K |
| Simplicity Wealth,LLC | 0.02% | Reduce -19.6% | 28,816 | $889K |
| SPC Financial, Inc. | 0.08% | Reduce -2.4% | 28,402 | $876K |
| Avior Wealth Management, LLC | 0.04% | Add +4.8% | 28,069 | $866K |
| Cresset Asset Management, LLC | 0.00% | New | 27,378 | $846K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.5% | 27,134 | $837K |
| Phoenix Wealth Advisors | 0.41% | Reduce -1.0% | 26,214 | $809K |
"% of holder's portfolio" is BOTZ's weight in each manager's 13F, not the share of Global X Robotics & Artifici the manager owns.