Global X Robotics & ArtificiBOTZETF

13F holders, Q3 2024 (September 30)
370holders +2
30new positions
31sold out
3famous investors
$32.13avg. 13F price*

At the end of Q3 2024, 370 institutions reported holding Global X Robotics & Artifici (BOTZ) in their 13F filings, up 2 from Q2 2024. 30 opened new positions and 31 sold out. The largest holders were Bank of America Corp. ($190.3M), Morgan Stanley ($91.1M) and LPL Financial LLC ($58.5M). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions30$14.5M
Exits31$10.7M

All 13F filers, Q2 2024 → Q3 2024: 1,194,655 shares bought and 3,298,886 shares sold, net −2,104,231 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 370 holders

Bank of America Corp. 0.02% Reduce -9.4% 5,920,621 $190.3M
Morgan Stanley 0.01% Reduce -11.8% 2,832,216 $91.1M
LPL Financial LLC 0.03% Reduce -1.6% 1,818,852 $58.5M
UBS Group AG 0.02% Add +8.8% 1,763,435 $56.7M
Citigroup Inc. 0.04% Add +6.3% 1,215,727 $39.1M
Commonwealth Equity Services, LLC 0.05% Reduce -1.9% 1,089,780 $35.0M
Ameriprise Financial Inc. 0.01% Reduce -1.3% 1,081,855 $34.8M
Wells Fargo & Company 0.01% Add +6.3% 982,679 $31.6M
PNC Financial Services Group, Inc. 0.02% Reduce -14.5% 752,120 $24.2M
Royal Bank of Canada 0.00% Add +2.4% 518,284 $16.7M
Envestnet Asset Management Inc. 0.01% Add +2.7% 486,424 $15.6M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -4.8% 469,746 $15.1M
Rafferty Asset Management, LLC 0.05% Reduce -6.6% 469,453 $15.1M
Granite Bay Wealth Management, LLC 8.26% Add +15.8% 458,068 $14.7M
Nan Shan Life Insurance Co., Ltd. 0.32% Add +8.2% 422,000 $13.6M
Mirae Asset Global Investments Co., Ltd. 0.05% Reduce -21.5% 367,274 $11.8M
Cetera Investment Advisers 0.02% Reduce -20.0% 349,603 $11.2M
Clearwater Capital Advisors, LLC 1.04% Add +3.0% 333,197 $10.7M
Kestra Advisory Services, LLC 0.05% Reduce -1.7% 305,082 $9.8M
Osaic Holdings, Inc. 0.02% Reduce -18.4% 303,692 $9.8M
JPMorgan Chase & Co. 0.00% Reduce -67.5% 294,397 $9.5M
Fiduciary Alliance LLC 1.16% Add +18.5% 271,570 $8.7M
SOL Capital Management CO 0.96% Reduce -0.2% 269,982 $8.7M
Raymond James & Associates 0.01% Reduce -4.3% 258,902 $8.3M
MML Investors Services, LLC 0.03% Reduce -5.1% 253,585 $8.2M
Fisher Asset Management 0.00% Reduce -13.1% 223,782 $7.2M
Cambridge Investment Research Advisors, Inc. 0.02% Add +19.4% 186,935 $6.0M
Blair William & Co. 0.02% Reduce -2.9% 168,938 $5.4M
Wealthfront Advisers LLC 0.02% Add +2.3% 162,970 $5.2M
Retirement Planning Group, LLC 0.26% Reduce -45.0% 146,846 $4.7M
Stifel Financial Corp. 0.00% Reduce -5.5% 141,655 $4.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +8.3% 139,403 $4.5M
Prudential Financial Inc. 0.01% Add +4.0% 126,542 $4.1M
HighTower Advisors, LLC 0.01% Add +4.1% 121,583 $3.9M
Jane Street Group, LLC 0.01% Reduce -7.9% 117,158 $3.8M
Pinnacle Associates Ltd. 0.06% Reduce -10.8% 123,134 $3.5M
Financial Engines Advisors L.L.C. 0.01% Add +4.1% 105,346 $3.4M
Sage Capital Management, LLC 1.62% Add +3.5% 104,701 $3.4M
Private Advisor Group, LLC 0.02% Reduce -5.3% 100,573 $3.2M
Creative Planning 0.00% Add +4.5% 100,315 $3.2M
Susquehanna International Group, LLP 0.01% New 98,789 $3.2M
Cwm, LLC 0.01% Reduce -8.2% 97,020 $3.1M
Signal Advisors Wealth, LLC 0.45% New 96,756 $3.1M
Foguth Wealth Management, LLC. 1.13% New 97,011 $3.1M
Avantax Advisory Services, Inc. 0.02% Add +0.5% 96,387 $3.1M
Sterling Investment Advisors, Ltd. 0.76% Reduce -0.1% 93,170 $3.0M
CreativeOne Wealth, LLC 0.10% Add +6.3% 87,402 $2.8M
Crestwood Advisors Group, LLC 0.05% Add +0.2% 83,489 $2.7M
Mariner, LLC 0.00% Reduce -0.8% 82,971 $2.7M
Mesirow Financial Investment Management, Inc. 0.05% Reduce -0.8% 79,762 $2.6M
BNP Paribas Financial Markets 0.00% Reduce -21.7% 73,687 $2.4M
Tocqueville Asset Management L.P. 0.04% Reduce -3.8% 72,045 $2.3M
Equitable Holdings, Inc. 0.02% Add +6.6% 69,930 $2.2M
Farrow Financial, Inc. 1.38% Add +16.8% 67,992 $2.2M
Park Avenue Securities LLC 0.02% Reduce -1.3% 67,949 $2.2M
Truist Financial Corp. 0.00% Reduce -11.8% 61,919 $2.0M
Barclays PLC 0.00% Reduce -67.3% 61,164 $2.0M
Baird Financial Group, Inc. 0.00% Add +7.3% 60,756 $2.0M
Old Mission Capital LLC 0.04% Reduce -16.9% 60,394 $1.9M
Pinnacle Wealth Management Advisory Group, LLC 0.18% Add +5.5% 57,517 $1.8M
Atria Wealth Solutions, Inc. 0.02% Reduce -7.8% 53,059 $1.7M
Blue Trust, Inc. 0.02% Add +17.4% 51,838 $1.6M
Ameritas Advisory Services, LLC 0.07% Add +1.9% 49,481 $1.6M
Kingsview Wealth Management, LLC 0.03% Add +3.1% 49,457 $1.6M
TD Waterhouse Canada Inc. 0.01% Reduce -1.6% 49,267 $1.6M
Intrepid Financial Planning Group LLC 0.65% Reduce -1.9% 47,234 $1.5M
Independent Financial Group, LLC 0.06% Add +1.0% 47,035 $1.5M
US Bancorp \de 0.00% Add +51.4% 46,356 $1.5M
Geneos Wealth Management Inc. 0.06% Reduce -1.4% 45,249 $1.5M
GFS Advisors, LLC 0.30% Add +10032.6% 44,077 $1.4M
Thrivent Financial for Lutherans 0.00% Add +8.3% 43,128 $1.4M
Wealthspire Advisors, LLC 0.01% Add +3.0% 41,959 $1.3M
Destiny Wealth Partners, LLC 0.23% Reduce -30.0% 41,266 $1.3M
Orion Porfolio Solutions, LLC 0.01% Add +26.1% 39,985 $1.3M
Orion Portfolio Solutions, LLC 0.01% Add +26.1% 39,985 $1.3M
Sterling Investment Counsel, LLC 0.45% Add +2.0% 39,201 $1.3M
Zimmermann Investment Management & Planning LLC 0.38% Reduce -0.9% 38,780 $1.2M
Rockefeller Capital Management L.P. 0.00% Reduce -0.8% 38,642 $1.2M
Flagstar Securities, Inc. 0.30% Add +0.3% 37,418 $1.2M
Emerald Advisors, LLC 0.17% Add +5.1% 37,369 $1.2M
Oppenheimer & Co. Inc. 0.02% Reduce -50.1% 37,180 $1.2M
Sanctuary Advisors, LLC 0.01% Reduce -1.8% 35,312 $1.2M
Captrust Financial Advisors 0.00% Reduce -17.2% 35,979 $1.2M
Wealthcare Advisory Partners LLC 0.03% Add +0.9% 35,891 $1.2M
Paragon Private Wealth Management, LLC 0.57% Add +3.5% 35,750 $1.1M
National Bank of Canada 0.00% Add +1.7% 33,317 $1.1M
Stratos Wealth Partners, LTD. 0.02% Add +5.4% 32,584 $1.0M
Freedom Investment Management, Inc. 0.08% Add +0.7% 30,510 $981K
Cibc World Market Inc. 0.00% Add +1.9% 29,545 $950K
SPC Financial, Inc. 0.08% Reduce -1.3% 28,046 $902K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.7% 26,939 $866K
Jones Financial Companies LLLP 0.00% Add +104.3% 26,552 $850K
Phoenix Wealth Advisors 0.39% Add +0.6% 26,361 $848K
Brookstone Capital Management 0.01% Add +6.4% 26,237 $844K
Eagle Strategies LLC 0.15% Reduce -44.6% 26,179 $842K
Pinnacle Financial Group, LLC / IL 0.33% Reduce -0.8% 25,898 $833K
HRT Financial LP 0.00% Add +167.4% 25,468 $818K
Ellis Investment Partners, LLC 0.16% Reduce -1.5% 24,950 $802K
Federation des caisses Desjardins du Quebec 0.00% Add +1.9% 24,827 $798K
Bessemer Group Inc. 0.00% No change 24,380 $784K

"% 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 370 holders