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 |
| Pinnacle Financial Group, LLC / IL | 0.34% | Add +0.6% | 26,096 | $805K |
| Ellis Investment Partners, LLC | 0.17% | Add +2.7% | 25,334 | $782K |
| HUB Investment Partners, LLC | 0.04% | Reduce -9.3% | 25,159 | $776K |
| Brookstone Capital Management | 0.01% | New | 24,651 | $775K |
| Bessemer Group Inc. | 0.00% | No change | 24,380 | $752K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +0.7% | 24,355 | $751K |
| Archford Capital Strategies, LLC | 0.12% | Add +30.6% | 23,595 | $728K |
| HB Wealth Management, LLC | 0.01% | Add +9.7% | 22,645 | $699K |
| Cerity Partners LLC | 0.00% | Add +12.9% | 22,375 | $690K |
| Edgemoor Investment Advisors, Inc. | 0.06% | No change | 21,308 | $657K |
| Harbour Investments, Inc. | 0.02% | No change | 21,028 | $649K |
| Capital Investment Advisory Services, LLC | 0.06% | Reduce -4.3% | 19,114 | $590K |
| Scotia Capital Inc. | 0.00% | No change | 19,065 | $588K |
| Owen LaRue, LLC | 0.36% | Add +33.4% | 18,720 | $578K |
| Wedbush Securities Inc. | 0.02% | Add +5.7% | 18,398 | $568K |
| MGB Wealth Management, LLC | 0.21% | Reduce -4.6% | 17,599 | $567K |
| NewEdge Advisors, LLC | 0.00% | Add +11.6% | 18,289 | $564K |
| Moors & Cabot, Inc. | 0.03% | Reduce -4.5% | 18,245 | $563K |
| Bleakley Financial Group, LLC | 0.02% | Add +7.0% | 18,216 | $562K |
| Insight Advisors, LLC/ PA | 0.10% | Reduce -35.4% | 17,997 | $555K |
| Apeiron RIA LLC | 0.17% | Add +24.6% | 17,887 | $552K |
| IHT Wealth Management, LLC | 0.02% | Add +2.5% | 17,867 | $551K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 17,839 | $550K |
| Resurgent Financial Advisors LLC | 0.34% | Add +27.9% | 17,644 | $544K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.2% | 17,396 | $537K |
| HBW Advisory Services LLC | 0.09% | Reduce -13.2% | 17,033 | $525K |
| Frisch Financial Group, Inc. | 0.15% | Add +16.5% | 16,370 | $505K |
| Mayflower Financial Advisors, LLC | 0.08% | Add +5.5% | 16,334 | $504K |
| Level Four Advisory Services, LLC | 0.02% | New | 16,217 | $500K |
| StoneX Group Inc. | 0.04% | Add +30.8% | 15,950 | $493K |
| GeoWealth Management, LLC | 0.02% | Reduce -1.8% | 15,942 | $492K |
| Greenwich Wealth Management LLC | 0.03% | No change | 15,287 | $472K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -35.9% | 15,213 | $469K |
| Corient Private Wealth LP | 0.00% | Add +2.5% | 14,916 | $460K |
| Creative Financial Designs Inc. | 0.04% | Add +6.5% | 14,889 | $459K |
| Flow Traders U.S. LLC | 0.02% | New | 14,850 | $458K |
| Beacon Financial Advisory LLC | 0.17% | Add +21.5% | 14,676 | $453K |
| Advisory Services Network, LLC | 0.01% | Add +51.9% | 14,330 | $442K |
| Signaturefd, LLC | 0.01% | No change | 14,324 | $442K |
| Ally Invest Advisors Inc. | 0.04% | Add +13.5% | 14,066 | $434K |
| Holderness Investments Co. | 0.10% | Reduce -8.6% | 13,885 | $428K |
| Callan Capital, LLC | 0.04% | Reduce -4.1% | 13,791 | $425K |
| One Charles Private Wealth Services, LLC | 0.17% | Reduce -3.0% | 13,424 | $414K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 13,276 | $410K |
| D. E. Shaw & Co. | 0.00% | New | 13,270 | $409K |
| Beverly Hills Private Wealth, LLC | 0.09% | Reduce -8.1% | 13,067 | $403K |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.2% | 12,845 | $403K |
| Jones Financial Companies LLLP | 0.00% | Add +362.6% | 12,994 | $401K |
| Trek Financial, LLC | 0.03% | Add +7.6% | 12,822 | $396K |
| River Wealth Advisors LLC | 0.06% | Reduce -23.5% | 12,752 | $393K |
| Equitable Trust Co. | 0.03% | No change | 12,741 | $393K |
| Simplex Trading, LLC | 0.01% | Add +304.0% | 12,737 | $392K |
| Tradewinds, LLC. | 0.12% | New | 12,667 | $391K |
| Perennial Investment Advisors, LLC | 0.06% | New | 12,584 | $388K |
| Tortoise Investment Management, LLC | 0.04% | New | 12,037 | $371K |
| FMR LLC | 0.00% | Reduce -0.1% | 11,948 | $369K |
| Sigma Planning Corp | 0.01% | Reduce -1.8% | 11,913 | $368K |
| WealthBridge Capital Management, LLC | 0.12% | Add +5.3% | 11,911 | $367K |
| Strategic Advocates LLC | 0.14% | New | 11,850 | $366K |
| Continuum Advisory, LLC | 0.05% | No change | 11,594 | $358K |
| Florida Trust Wealth Management Co | 0.01% | No change | 11,400 | $352K |
| L.M. Kohn & Company | 0.09% | Add +5.7% | 11,240 | $347K |
| Apollon Wealth Management, LLC | 0.01% | Add +33.3% | 11,229 | $346K |
| GPS Wealth Strategies Group, LLC | 0.05% | Add +1.3% | 11,209 | $346K |
| Lido Advisors, LLC | 0.00% | Reduce -2.5% | 11,011 | $340K |
| Coastline Trust Co | 0.04% | No change | 11,025 | $340K |
| WNY Asset Management, LLC | 0.04% | Add +47.3% | 11,021 | $340K |
| Western Wealth Management, LLC | 0.03% | Add +5.3% | 11,012 | $340K |
| Sonoma Private Wealth LLC | 0.54% | Reduce -5.2% | 10,868 | $335K |
| Triumph Capital Management | 0.13% | Add +3.9% | 10,699 | $331K |
| Integrated Wealth Concepts LLC | 0.00% | Add +8.3% | 10,657 | $329K |
| Key Client Fiduciary Advisors, LLC | 0.16% | Add +6.3% | 10,463 | $323K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -12.6% | 10,437 | $322K |
| Strategic Advisors LLC | 0.06% | Reduce -33.5% | 10,272 | $317K |
| David Kennon Inc | 0.13% | No change | 10,230 | $316K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -7.0% | 10,085 | $311K |
| TrinityBridge Ltd | 0.01% | No change | 10,000 | $309K |
| MMBG Investment Advisors Co. | 0.03% | No change | 10,000 | $309K |
| KFG Wealth Management, LLC | 0.12% | Add +10.2% | 9,958 | $307K |
| PFG Advisors | 0.02% | Add +20.8% | 9,814 | $303K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +28.8% | 9,650 | $298K |
| Mercer Global Advisors Inc. | 0.00% | Add +6.9% | 9,640 | $297K |
| Essex Financial Services, Inc. | 0.02% | New | 10,090 | $293K |
| HRT Financial LP | 0.00% | Reduce -58.7% | 9,524 | $293K |
| Financial Advocates Investment Management | 0.02% | Add +0.7% | 9,393 | $290K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -13.6% | 9,138 | $282K |
| Perigon Wealth Management, LLC | 0.01% | New | 9,081 | $280K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 9,000 | $278K |
| Comerica Bank | 0.00% | Add +57.6% | 8,981 | $277K |
| Visionary Wealth Advisors | 0.02% | Add +27.7% | 8,965 | $277K |
| Personal Cfo Solutions, LLC | 0.04% | Add +0.0% | 8,920 | $275K |
| Macroview Investment Management LLC | 0.29% | Reduce -44.0% | 8,905 | $275K |
| PFG Investments, LLC | 0.02% | Reduce -2.6% | 8,720 | $269K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +4.9% | 8,625 | $266K |
| International Assets Investment Management, LLC | 0.03% | Reduce -14.5% | 8,625 | $266K |
| Kovack Advisors, Inc. | 0.03% | New | 8,477 | $262K |
| Commerce Bank | 0.00% | Add +25.4% | 8,380 | $259K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 8,000 | $247K |
| Composition Wealth, LLC | 0.01% | No change | 7,923 | $244K |
| Focus Financial Network, Inc. | 0.01% | Reduce -13.8% | 7,767 | $244K |
| Levy Wealth Management Group, LLC | 0.06% | Add +2.0% | 7,853 | $242K |
| Fortis Group Advisors, LLC | 0.05% | Reduce -23.3% | 7,772 | $240K |
| IMS Capital Management | 0.11% | Add +20.4% | 7,710 | $238K |
| Stephens Inc. | 0.00% | Add +3.8% | 7,714 | $238K |
| Capasso Planning Partners LLC | 0.08% | New | 7,685 | $237K |
| Coldstream Capital Management Inc. | 0.01% | No change | 7,680 | $237K |
| World Investment Advisors | 0.01% | New | 7,558 | $233K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -15.0% | 8,423 | $233K |
| RMR Wealth Builders | 0.03% | Add +11.4% | 7,486 | $231K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -6.8% | 7,435 | $229K |
| Transatlantique Private Wealth LLC | 0.09% | New | 7,388 | $228K |
| Advantage Trust Co | 0.16% | Add +173.3% | 7,323 | $226K |
| Boyce & Associates Wealth Consulting, Inc. | 0.26% | No change | 7,109 | $219K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 7,100 | $219K |
| Aurora Private Wealth, Inc. | 0.19% | No change | 7,096 | $219K |
| Goldman Sachs Group Inc. | 0.00% | No change | 7,000 | $216K |
| PBMares Wealth Management LLC | 0.05% | No change | 6,987 | $216K |
| Choreo, LLC | 0.00% | New | 6,983 | $215K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -3.4% | 6,916 | $213K |
| FRG Family Wealth Advisors LLC | 0.04% | No change | 7,410 | $209K |
| Callan Family Office, LLC | 0.04% | New | 6,770 | $209K |
| Patten & Patten Inc. | 0.01% | No change | 6,536 | $202K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -1.4% | 6,496 | $200K |
| Stelac Advisory Services LLC | 0.08% | No change | 5,922 | $183K |
| Harvest Fund Management Co., Ltd | 0.01% | No change | 5,410 | $167K |
| Banque Cantonale Vaudoise | 0.01% | Add +13.6% | 5,400 | $167K |
| Powell Investment Advisors, LLC | 0.08% | Reduce -28.5% | 5,252 | $162K |
| Financial Perspectives, Inc | 0.06% | Add +24.2% | 5,050 | $156K |
| AdvisorNet Financial, Inc | 0.01% | No change | 4,841 | $149K |
| Winch Advisory Services, LLC | 0.04% | No change | 4,837 | $149K |
| Glenmede Trust Co. NA | 0.00% | Add +59.6% | 4,803 | $148K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +19.4% | 4,606 | $141K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 4,220 | $130K |
| Global Retirement Partners, LLC | 0.00% | Add +11.7% | 4,192 | $129K |
| Glassman Wealth Services | 0.02% | No change | 4,107 | $127K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 4,000 | $124K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -35.5% | 3,989 | $123K |
| Smartleaf Asset Management LLC | 0.02% | No change | 3,801 | $117K |
| Allworth Financial LP | 0.00% | Add +12.0% | 3,688 | $114K |
| Lanark Financial, Inc. | 0.01% | Add +73.4% | 3,497 | $107K |
| Franklin Resources Inc. | 0.00% | Add +58.2% | 3,330 | $103K |
| Arax Advisory Partners | 0.01% | Add +44.7% | 3,237 | $100K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 3,169 | $98K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Add +24.1% | 2,922 | $90K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -0.4% | 2,770 | $85K |
| Fortitude Family Office, LLC | 0.05% | No change | 2,585 | $80K |
| Principal Securities, Inc. | 0.00% | Reduce -75.5% | 2,560 | $79K |
| Manchester Capital Management LLC | 0.01% | No change | 2,550 | $79K |
| Carolinas Wealth Consulting LLC | 0.01% | Reduce -5.5% | 2,217 | $68K |
| Covestor Ltd | 0.04% | Reduce -2.1% | 2,141 | $66K |
| Hilltop National Bank | 0.02% | No change | 2,108 | $65K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 2,105 | $65K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 2,099 | $65K |
| Financial Freedom, LLC | 0.04% | No change | 2,099 | $65K |
| Solstein Capital, LLC | 0.04% | No change | 2,055 | $63K |
| AlphaMark Advisors, LLC | 0.02% | Add +42.9% | 2,000 | $62K |
| Salem Investment Counselors Inc. | 0.00% | Add +568.6% | 1,999 | $62K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +17.8% | 1,985 | $61K |
| Sandy Spring Bank | 0.00% | No change | 1,976 | $61K |
| Asset Dedication, LLC | 0.00% | No change | 1,916 | $59K |
| Pittenger & Anderson Inc. | 0.00% | No change | 1,870 | $58K |
| PSI Advisors, LLC | 0.02% | Reduce -10.2% | 1,756 | $54K |
| Slocum, Gordon & Co LLP | 0.04% | No change | 1,724 | $53K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,599 | $49K |
| Main Management LLC | 0.00% | New | 1,493 | $46K |
| Assetmark, Inc. | 0.00% | New | 1,440 | $44K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.1% | 1,354 | $42K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,247 | $38K |
| Ramirez Asset Management, Inc. | 0.01% | No change | 1,200 | $37K |
| Private Ocean, LLC | 0.00% | No change | 1,200 | $37K |
| CGC Financial Services, LLC | 0.01% | No change | 1,039 | $32K |
| Smithfield Trust Co | 0.00% | No change | 1,000 | $31K |
| Scarborough Advisors, LLC | 0.01% | New | 949 | $29K |
| Beacon Capital Management, LLC | 0.01% | No change | 925 | $29K |
| Pathway Financial Advisers, LLC | 0.01% | Add +0.1% | 923 | $28K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 850 | $26K |
| Avondale Wealth Management | 0.02% | New | 815 | $25K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +176.1% | 784 | $24K |
| WASHINGTON TRUST Co | 0.00% | No change | 767 | $24K |
| Realta Investment Advisors | 0.00% | Reduce -21.1% | 750 | $23K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +21.8% | 732 | $23K |
| Centerpoint Advisors, LLC | 0.01% | No change | 700 | $22K |
| Lindbrook Capital, LLC | 0.00% | Add +200.0% | 705 | $22K |
| Princeton Global Asset Management LLC | 0.00% | No change | 700 | $22K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 698 | $22K |
| Horizon Financial Services, LLC | 0.01% | No change | 660 | $20K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 631 | $19K |
| Capital Analysts, LLC | 0.00% | No change | 621 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +80.7% | 616 | $19K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 600 | $19K |
| North Star Investment Management Corp. | 0.00% | No change | 600 | $19K |
| Baldwin Wealth Partners LLC | 0.00% | Reduce -42.7% | 573 | $18K |
| Coston, McIsaac & Partners | 0.01% | No change | 580 | $17K |
| First Horizon Advisors, Inc. | 0.00% | No change | 531 | $16K |
| HighMark Wealth Management LLC | 0.01% | No change | 525 | $16K |
| Strategic Financial Concepts, LLC | 0.01% | New | 106,119 | $16K |
| Bellevue Asset Management, LLC | 0.01% | Reduce -0.2% | 501 | $15K |
| TD Capital Management LLC | 0.00% | No change | 491 | $15K |
| Private Trust Co. NA | 0.00% | No change | 470 | $15K |
| Gradient Investments LLC | 0.00% | New | 461 | $14K |
| Mather Group, Llc. | 0.00% | New | 430 | $14K |
| Game Plan Financial Advisors, LLC | 0.01% | Add +47.5% | 441 | $14K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 415 | $13K |
| Stone House Investment Management, LLC | 0.00% | No change | 414 | $13K |
| NBT Bank, N.A. | 0.00% | New | 413 | $13K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 400 | $12K |
| Bell Investment Advisors, Inc | 0.00% | No change | 396 | $12K |
| 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 |
| Aptus Capital Advisors, LLC | 0.00% | Add +137.7% | 347 | $11K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 346 | $11K |
| Ancora Advisors LLC | 0.00% | New | 335 | $10K |
| Bogart Wealth, LLC | 0.00% | Add +1.3% | 314 | $10K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 310 | $10K |
| IFP Advisors, Inc | 0.00% | Reduce -86.0% | 300 | $9K |
| AllSquare Wealth Management LLC | 0.01% | No change | 300 | $9K |
| Flputnam Investment Management Co. | 0.00% | New | 300 | $9K |
| 1832 Asset Management L.P. | 0.00% | No change | 300 | $9K |
| Robinson Capital Management, LLC | 0.00% | No change | 300 | $9K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 278 | $9K |
| Pacifica Partners Inc. | 0.00% | No change | 284 | $9K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 265 | $8K |
| Toth Financial Advisory Corp. | 0.00% | No change | 259 | $8K |
| Main Street Group, LTD | 0.00% | No change | 250 | $8K |
| Aspire Private Capital, LLC | 0.00% | Reduce -2.5% | 234 | $7K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 233 | $7K |
| Painted Porch Advisors LLC | 0.00% | New | 225 | $7K |
| NFSG Corp | 0.00% | No change | 220 | $7K |
| FWL Investment Management, LLC | 0.00% | No change | 219 | $7K |
| Clearstead Advisors, LLC | 0.00% | No change | 206 | $6K |
| JDM Financial Group LLC | 0.00% | No change | 205 | $6K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 200 | $6K |
| WFA of San Diego, LLC | 0.01% | — | 200 | $6K |
| Westside Investment Management, Inc. | 0.00% | No change | 200 | $6K |
| Kessler Investment Group, LLC | 0.00% | No change | 190 | $6K |
| Strategic Investment Solutions, Inc. | 0.00% | — | 160 | $6K |
| Sound Income Strategies, LLC | 0.00% | New | 189 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 185 | $6K |
| Tyler-Stone Wealth Management | 0.00% | New | 180 | $6K |
| Archer Investment Corp | 0.00% | No change | 176 | $5K |
| Coppell Advisory Solutions LLC | 0.00% | — | 171 | $5K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 152 | $5K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 141 | $4K |
| Pacific Center for Financial Services | 0.00% | No change | 132 | $4K |
| Tidemark, LLC | 0.00% | Reduce -46.0% | 129 | $4K |
| Founders Financial Alliance, LLC | 0.00% | New | 125 | $4K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 90 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 90 | $3K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 85 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 58 | $2K |
| PFG Private Wealth Management, LLC | 0.00% | New | 50 | $2K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 50 | $2K |
| Belpointe Asset Management LLC | 0.00% | New | 44 | $1K |
| 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 | $864 |
| Global Financial Private Client, LLC | 0.00% | No change | 19 | $586 |
| Horizon Investments, LLC | 0.00% | Add +90.0% | 19 | $586 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 10 | $309 |
| Abound Wealth Management | 0.00% | No change | 10 | $309 |
| Rothschild Investment LLC | 0.00% | No change | 10 | $309 |
| Nvwm, LLC | 0.00% | No change | 8 | $247 |
| American Capital Advisory, LLC | 0.00% | No change | 3 | $86 |
| Creekmur Asset Management LLC | 0.00% | Reduce -98.8% | 1 | $17 |
| Financial Management Professionals, Inc. | 0.00% | Add +0.0% | 8 | $0 |
| Roble, Belko & Company, Inc | 0.00% | No change | 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.