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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $14.5M |
| Exits | 31 | $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 |
| Prudential PLC | 0.00% | Reduce -24.1% | 23,300 | $746K |
| HB Wealth Management, LLC | 0.01% | Add +0.0% | 22,646 | $728K |
| HUB Investment Partners, LLC | 0.03% | Reduce -11.2% | 22,353 | $719K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -46.5% | 22,347 | $718K |
| Archford Capital Strategies, LLC | 0.11% | Reduce -6.2% | 22,144 | $717K |
| Strategic Advocates LLC | 0.26% | Add +87.7% | 22,247 | $715K |
| Avior Wealth Management, LLC | 0.03% | Reduce -23.1% | 21,591 | $694K |
| Edgemoor Investment Advisors, Inc. | 0.06% | Add +0.1% | 21,321 | $685K |
| Harbour Investments, Inc. | 0.02% | Reduce -3.6% | 20,274 | $652K |
| Cresset Asset Management, LLC | 0.00% | Reduce -27.2% | 19,935 | $641K |
| EPG Wealth Management LLC | 0.15% | Add +0.0% | 19,047 | $612K |
| Cerity Partners LLC | 0.00% | Reduce -15.8% | 18,831 | $605K |
| IHT Wealth Management, LLC | 0.02% | Add +3.9% | 18,556 | $596K |
| Scotia Capital Inc. | 0.00% | Reduce -3.9% | 18,318 | $589K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -0.0% | 18,213 | $586K |
| Mission Hills Financial Advisory, LLC | 0.50% | — | 17,403 | $584K |
| Capital Investment Advisory Services, LLC | 0.06% | Reduce -5.6% | 18,043 | $580K |
| MGB Wealth Management, LLC | 0.21% | Reduce -0.0% | 17,598 | $566K |
| Equitable Trust Co. | 0.04% | Add +36.9% | 17,439 | $561K |
| BTG Pactual Asset Management US LLC | 0.08% | New | 19,166 | $560K |
| WealthBridge Capital Management, LLC | 0.16% | Add +45.2% | 17,299 | $556K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.5% | 16,959 | $545K |
| Simplicity Wealth,LLC | 0.05% | Reduce -41.5% | 16,854 | $542K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.1% | 16,625 | $535K |
| Mayflower Financial Advisors, LLC | 0.08% | Add +0.9% | 16,484 | $530K |
| Wedbush Securities Inc. | 0.02% | Reduce -12.2% | 16,147 | $519K |
| Moors & Cabot, Inc. | 0.03% | Reduce -12.1% | 16,045 | $516K |
| Beacon Financial Advisory LLC | 0.17% | Add +7.9% | 15,834 | $509K |
| Resurgent Financial Advisors LLC | 0.30% | Reduce -11.1% | 15,688 | $504K |
| Creative Financial Designs Inc. | 0.04% | Add +4.4% | 15,548 | $500K |
| Frisch Financial Group, Inc. | 0.15% | Reduce -5.2% | 15,518 | $499K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.4% | 15,434 | $496K |
| Ally Invest Advisors Inc. | 0.04% | Add +9.0% | 15,328 | $493K |
| Greenwich Wealth Management LLC | 0.03% | No change | 15,287 | $491K |
| HBW Advisory Services LLC | 0.07% | Reduce -13.5% | 14,733 | $474K |
| Spire Wealth Management | 0.02% | Reduce -72.5% | 14,683 | $472K |
| Arkadios Wealth Advisors | 0.03% | New | 14,677 | $472K |
| LaSalle St. Investment Advisors, LLC | 0.18% | New | 14,543 | $467K |
| Tortoise Investment Management, LLC | 0.05% | Add +19.3% | 14,359 | $462K |
| Owen LaRue, LLC | 0.24% | Reduce -24.4% | 14,150 | $455K |
| Keystone Financial Group | 0.06% | New | 13,995 | $450K |
| GeoWealth Management, LLC | 0.02% | Reduce -12.9% | 13,888 | $447K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +4.2% | 13,832 | $445K |
| Callan Capital, LLC | 0.03% | No change | 13,791 | $443K |
| Advisory Services Network, LLC | 0.01% | No change | 14,330 | $442K |
| Perennial Investment Advisors, LLC | 0.06% | Add +8.5% | 13,648 | $439K |
| WNY Asset Management, LLC | 0.05% | Add +22.0% | 13,446 | $432K |
| Signaturefd, LLC | 0.01% | Reduce -6.4% | 13,413 | $431K |
| One Charles Private Wealth Services, LLC | 0.16% | Reduce -1.2% | 13,264 | $426K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -18.7% | 13,186 | $419K |
| FMR LLC | 0.00% | Add +7.6% | 12,861 | $413K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.9% | 12,727 | $409K |
| Trek Financial, LLC | 0.03% | Reduce -2.1% | 12,554 | $404K |
| Holderness Investments Co. | 0.09% | Reduce -9.6% | 12,551 | $404K |
| Coastline Trust Co | 0.05% | Add +12.9% | 12,446 | $400K |
| L.M. Kohn & Company | 0.10% | Add +10.0% | 12,361 | $397K |
| Citadel Advisors | 0.00% | New | 12,330 | $396K |
| Apollon Wealth Management, LLC | 0.01% | Add +5.3% | 11,825 | $380K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +12.7% | 11,758 | $378K |
| Bank of Montreal | 0.00% | Reduce -74.3% | 11,754 | $376K |
| Western Wealth Management, LLC | 0.02% | Add +5.5% | 11,614 | $373K |
| Sonoma Private Wealth LLC | 0.58% | Add +5.9% | 11,514 | $370K |
| D. E. Shaw & Co. | 0.00% | Reduce -13.7% | 11,457 | $368K |
| Insight Advisors, LLC/ PA | 0.06% | Reduce -36.6% | 11,402 | $367K |
| Florida Trust Wealth Management Co | 0.01% | No change | 11,400 | $367K |
| Beverly Hills Private Wealth, LLC | 0.07% | Reduce -14.2% | 11,215 | $361K |
| Key Client Fiduciary Advisors, LLC | 0.16% | Add +3.5% | 10,825 | $348K |
| Sigma Planning Corp | 0.01% | Reduce -9.2% | 10,813 | $348K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +10.4% | 10,656 | $343K |
| KFG Wealth Management, LLC | 0.07% | Add +6.4% | 10,593 | $341K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -1.6% | 10,483 | $337K |
| David Kennon Inc | 0.13% | No change | 10,230 | $329K |
| PFG Advisors | 0.02% | Add +4.1% | 10,217 | $328K |
| Main Street Financial Solutions, LLC | 0.03% | Add +0.0% | 10,087 | $324K |
| Perigon Wealth Management, LLC | 0.01% | Add +10.6% | 10,042 | $323K |
| TrinityBridge Ltd | 0.01% | No change | 10,000 | $322K |
| MMBG Investment Advisors Co. | 0.03% | No change | 10,000 | $322K |
| Insigneo Advisory Services, LLC | 0.03% | Add +18.5% | 9,984 | $321K |
| Essex Financial Services, Inc. | 0.02% | Add +0.2% | 10,111 | $320K |
| Certuity, LLC | 0.03% | New | 9,795 | $315K |
| NewEdge Wealth, LLC | 0.01% | New | 9,663 | $311K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.7% | 9,806 | $310K |
| PFG Investments, LLC | 0.02% | Add +7.8% | 9,404 | $302K |
| Visionary Wealth Advisors | 0.02% | Add +3.4% | 9,269 | $298K |
| Commerce Bank | 0.00% | Add +7.6% | 9,020 | $290K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | No change | 9,000 | $289K |
| Continuum Advisory, LLC | 0.04% | Reduce -23.4% | 8,877 | $289K |
| StoneX Group Inc. | 0.02% | Reduce -43.9% | 8,954 | $288K |
| River Wealth Advisors LLC | 0.04% | Reduce -29.9% | 8,942 | $287K |
| Personal Cfo Solutions, LLC | 0.04% | Add +0.0% | 8,921 | $287K |
| Financial Advocates Investment Management | 0.02% | Reduce -5.4% | 8,882 | $286K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -4.8% | 8,699 | $279K |
| Kovack Advisors, Inc. | 0.03% | Add +1.3% | 8,584 | $276K |
| Fortis Group Advisors, LLC | 0.05% | Add +10.4% | 8,584 | $276K |
| Comerica Bank | 0.00% | Reduce -6.4% | 8,407 | $270K |
| Advantage Trust Co | 0.18% | Add +12.7% | 8,253 | $265K |
| Axos Invest Inc. | 0.18% | — | 8,099 | $260K |
| Corient Private Wealth LP | 0.00% | Reduce -46.7% | 7,955 | $256K |
| Lido Advisors, LLC | 0.00% | Reduce -28.5% | 7,875 | $253K |
| Transatlantique Private Wealth LLC | 0.10% | Add +6.4% | 7,858 | $253K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -56.2% | 7,821 | $251K |
| IMS Capital Management | 0.11% | Add +1.3% | 7,810 | $251K |
| BCS Wealth Management | 0.11% | New | 7,738 | $249K |
| Coldstream Capital Management Inc. | 0.01% | No change | 7,680 | $247K |
| Choreo, LLC | 0.00% | Add +8.3% | 7,566 | $239K |
| FRG Family Wealth Advisors LLC | 0.04% | No change | 7,410 | $238K |
| Capasso Planning Partners LLC | 0.07% | Reduce -4.2% | 7,366 | $237K |
| Macroview Investment Management LLC | 0.23% | Reduce -17.9% | 7,315 | $235K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -3.1% | 7,201 | $232K |
| Boyce & Associates Wealth Consulting, Inc. | 0.24% | Add +0.1% | 7,116 | $229K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 7,100 | $228K |
| Stephens Inc. | 0.00% | Reduce -8.4% | 7,067 | $227K |
| RMR Wealth Builders | 0.02% | Reduce -6.5% | 7,000 | $225K |
| Goldman Sachs Group Inc. | 0.00% | No change | 7,000 | $225K |
| Aurora Private Wealth, Inc. | 0.18% | Reduce -1.2% | 7,014 | $225K |
| PBMares Wealth Management LLC | 0.05% | Add +0.0% | 6,990 | $225K |
| Valmark Advisers, Inc. | 0.00% | New | 6,915 | $222K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -0.8% | 6,857 | $220K |
| Wealth Alliance, LLC | 0.03% | New | 6,809 | $219K |
| Global Retirement Partners, LLC | 0.01% | Add +61.0% | 6,748 | $217K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 6,718 | $216K |
| Patten & Patten Inc. | 0.01% | Add +0.0% | 6,538 | $210K |
| OneDigital Investment Advisors LLC | 0.00% | New | 6,458 | $208K |
| Lattice Capital Management, LLC | 0.19% | New | 6,450 | $207K |
| Glenmede Trust Co. NA | 0.00% | Add +33.1% | 6,392 | $206K |
| Obsidian Cio, LLC | 0.04% | New | 6,304 | $203K |
| Summit Financial, LLC | 0.01% | New | 6,289 | $202K |
| Merit Financial Group, LLC | 0.00% | New | 6,241 | $201K |
| Stelac Advisory Services LLC | 0.08% | Add +0.3% | 5,942 | $191K |
| Financial Perspectives, Inc | 0.06% | Add +9.6% | 5,535 | $178K |
| Powell Investment Advisors, LLC | 0.08% | No change | 5,252 | $169K |
| Winch Advisory Services, LLC | 0.04% | Add +4.3% | 5,043 | $162K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -37.5% | 5,000 | $161K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.5% | 4,867 | $156K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +0.1% | 4,609 | $148K |
| Glassman Wealth Services | 0.02% | No change | 4,107 | $132K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 4,000 | $129K |
| Smartleaf Asset Management LLC | 0.01% | No change | 3,801 | $122K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -7.8% | 3,677 | $118K |
| Laurel Wealth Advisors LLC | 0.02% | Reduce -14.2% | 3,620 | $116K |
| Franklin Resources Inc. | 0.00% | No change | 3,330 | $108K |
| Allworth Financial LP | 0.00% | Reduce -10.7% | 3,295 | $106K |
| Arax Advisory Partners | 0.01% | Add +0.1% | 3,240 | $104K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 3,169 | $102K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Add +0.2% | 2,929 | $94K |
| AlphaMark Advisors, LLC | 0.03% | Add +35.0% | 2,700 | $87K |
| Lanark Financial, Inc. | 0.01% | Reduce -22.5% | 2,711 | $87K |
| Fortitude Family Office, LLC | 0.03% | Add +0.1% | 2,589 | $83K |
| Manchester Capital Management LLC | 0.01% | No change | 2,550 | $82K |
| Principal Securities, Inc. | 0.00% | Reduce -6.3% | 2,400 | $77K |
| Hilltop National Bank | 0.02% | No change | 2,108 | $68K |
| Financial Freedom, LLC | 0.04% | Add +0.1% | 2,102 | $68K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +5.0% | 2,085 | $67K |
| Solstein Capital, LLC | 0.04% | No change | 2,055 | $66K |
| Park Place Capital Corp | 0.02% | New | 2,000 | $64K |
| Carolinas Wealth Consulting LLC | 0.01% | Reduce -11.5% | 1,963 | $63K |
| Asset Dedication, LLC | 0.00% | No change | 1,916 | $62K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -9.5% | 1,905 | $61K |
| Pittenger & Anderson Inc. | 0.00% | No change | 1,870 | $60K |
| Slocum, Gordon & Co LLP | 0.02% | No change | 1,724 | $55K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,599 | $51K |
| Covestor Ltd | 0.03% | Reduce -27.3% | 1,556 | $50K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -87.8% | 1,364 | $44K |
| Farther Finance Advisors, LLC | 0.00% | Add +7.4% | 1,339 | $43K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.9% | 1,315 | $42K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -35.0% | 1,299 | $42K |
| Ramirez Asset Management, Inc. | 0.01% | No change | 1,200 | $39K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +41.2% | 1,107 | $36K |
| PSI Advisors, LLC | 0.01% | Reduce -39.9% | 1,056 | $34K |
| CGC Financial Services, LLC | 0.01% | No change | 1,039 | $33K |
| Smithfield Trust Co | 0.00% | No change | 1,000 | $32K |
| Reston Wealth Management LLC | 0.01% | New | 966 | $31K |
| Lindbrook Capital, LLC | 0.00% | Add +33.0% | 938 | $30K |
| Beacon Capital Management, LLC | 0.00% | No change | 925 | $30K |
| Pathway Financial Advisers, LLC | 0.01% | Add +0.1% | 924 | $30K |
| Sandy Spring Bank | 0.00% | Reduce -55.8% | 873 | $28K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 850 | $27K |
| Avondale Wealth Management | 0.02% | No change | 815 | $26K |
| WASHINGTON TRUST Co | 0.00% | No change | 767 | $25K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1.0% | 739 | $24K |
| Centerpoint Advisors, LLC | 0.01% | No change | 700 | $23K |
| Northwest Financial Advisors | 0.02% | New | 714 | $23K |
| Rothschild Investment LLC | 0.00% | Add +7000.0% | 710 | $23K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 698 | $22K |
| FAS Wealth Partners, Inc. | 0.00% | Add +241.5% | 683 | $22K |
| Horizon Financial Services, LLC | 0.01% | No change | 660 | $21K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +0.2% | 632 | $20K |
| Capital Analysts, LLC | 0.00% | No change | 621 | $20K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 616 | $20K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 600 | $19K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 573 | $18K |
| Coston, McIsaac & Partners | 0.01% | Add +0.2% | 581 | $18K |
| HighMark Wealth Management LLC | 0.01% | No change | 525 | $17K |
| Realta Investment Advisors | 0.01% | Reduce -33.3% | 500 | $16K |
| Bellevue Asset Management, LLC | 0.01% | No change | 501 | $16K |
| Game Plan Financial Advisors, LLC | 0.01% | Add +13.2% | 499 | $16K |
| TD Capital Management LLC | 0.00% | Add +0.2% | 492 | $16K |
| Private Trust Co. NA | 0.00% | No change | 470 | $15K |
| CoreCap Advisors, LLC | 0.00% | New | 456 | $15K |
| Glass Jacobson Investment Advisors llc | 0.00% | Add +61.5% | 428 | $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% | Add +0.2% | 414 | $13K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 400 | $13K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -42.9% | 400 | $13K |
| NFSG Corp | 0.00% | Add +81.8% | 400 | $13K |
| Bell Investment Advisors, Inc | 0.00% | No change | 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 |
| Aptus Capital Advisors, LLC | 0.00% | No change | 347 | $11K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 346 | $11K |
| Ancora Advisors LLC | 0.00% | No change | 335 | $11K |
| Bogart Wealth, LLC | 0.00% | No change | 314 | $10K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 310 | $10K |
| AllSquare Wealth Management LLC | 0.01% | No change | 300 | $10K |
| Robinson Capital Management, LLC | 0.00% | No change | 300 | $9K |
| Pacifica Partners Inc. | 0.00% | No change | 284 | $9K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 278 | $9K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -51.0% | 260 | $8K |
| Toth Financial Advisory Corp. | 0.00% | Add +0.4% | 260 | $8K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 258 | $8K |
| Aspire Private Capital, LLC | 0.00% | Add +6.0% | 248 | $8K |
| Earned Wealth Advisors, LLC | 0.00% | New | 242 | $8K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 233 | $8K |
| Painted Porch Advisors LLC | 0.00% | No change | 225 | $7K |
| Pin Oak Investment Advisors Inc. | 0.01% | New | 234 | $7K |
| Clearstead Advisors, LLC | 0.00% | Add +0.5% | 207 | $7K |
| Trust Co | 0.00% | New | 206 | $7K |
| JDM Financial Group LLC | 0.00% | Add +0.5% | 206 | $7K |
| WFA of San Diego, LLC | 0.01% | No change | 200 | $6K |
| Westside Investment Management, Inc. | 0.00% | No change | 200 | $6K |
| Coppell Advisory Solutions LLC | 0.00% | Add +12.9% | 193 | $6K |
| Kessler Investment Group, LLC | 0.00% | No change | 190 | $6K |
| Sound Income Strategies, LLC | 0.00% | Add +0.5% | 190 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 185 | $6K |
| Mather Group, Llc. | 0.00% | Reduce -58.1% | 180 | $6K |
| Archer Investment Corp | 0.00% | No change | 176 | $6K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 160 | $5K |
| Assetmark, Inc. | 0.00% | Reduce -89.0% | 158 | $5K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 152 | $5K |
| IFP Advisors, Inc | 0.00% | Reduce -55.0% | 135 | $4K |
| Pacific Center for Financial Services | 0.00% | No change | 132 | $4K |
| Tidemark, LLC | 0.00% | No change | 129 | $4K |
| Founders Financial Alliance, LLC | 0.00% | No change | 125 | $4K |
| Knights of Columbus Asset Advisors LLC | 0.00% | New | 109 | $4K |
| Oarsman Capital, Inc. | 0.00% | New | 100 | $3K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -98.2% | 98 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 90 | $3K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 85 | $3K |
| Copley Financial Group, Inc. | 0.00% | — | 81 | $3K |
| Sachetta, LLC | 0.00% | New | 56 | $2K |
| PFG Private Wealth Management, LLC | 0.00% | No change | 50 | $2K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 50 | $2K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 40 | $1K |
| Versant Capital Management, Inc | 0.00% | No change | 37 | $1K |
| Belpointe Asset Management LLC | 0.00% | Reduce -27.3% | 32 | $1K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 28 | $900 |
| Global Financial Private Client, LLC | 0.00% | No change | 19 | $611 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 10 | $322 |
| Abound Wealth Management | 0.00% | No change | 10 | $322 |
| Horizon Investments, LLC | 0.00% | Reduce -47.4% | 10 | $322 |
| Nvwm, LLC | 0.00% | No change | 8 | $257 |
| American Capital Advisory, LLC | 0.00% | Add +100.0% | 6 | $193 |
| Legacy Investment Solutions, LLC | 0.00% | — | 1 | $33 |
| Legacy Wealth Managment, LLC | 0.00% | — | 1 | $33 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $18 |
| Financial Management Professionals, Inc. | 0.00% | No change | 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.