Global X Robotics & ArtificiBOTZETF

13F holders, Q4 2024 (December 31)
387holders +17
26new positions
37sold out
1famous investor
$31.97avg. 13F price*

At the end of Q4 2024, 387 institutions reported holding Global X Robotics & Artifici (BOTZ) in their 13F filings, up 17 from Q3 2024. 26 opened new positions and 37 sold out. The largest holders were Bank of America Corp. ($192.5M), Morgan Stanley ($92.0M) and LPL Financial LLC ($67.4M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions26$15.7M
Exits37$28.4M

All 13F filers, Q3 2024 → Q4 2024: 1,882,985 shares bought and 2,482,228 shares sold, net −599,243 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 387 holders

Bank of America Corp. 0.02% Add +1.8% 6,025,819 $192.5M
Morgan Stanley 0.01% Add +1.6% 2,879,059 $92.0M
LPL Financial LLC 0.03% Add +15.9% 2,108,400 $67.4M
UBS Group AG 0.01% Reduce -7.6% 1,629,846 $52.1M
Wells Fargo & Company 0.01% Add +12.7% 1,107,458 $35.4M
Citigroup Inc. 0.03% Reduce -10.8% 1,083,912 $34.6M
Ameriprise Financial Inc. 0.01% Reduce -1.8% 1,062,943 $34.0M
Commonwealth Equity Services, LLC 0.04% Reduce -22.8% 841,213 $26.9M
PNC Financial Services Group, Inc. 0.01% Reduce -11.0% 669,438 $21.4M
Raymond James Financial Inc. 0.01% — 610,350 $19.5M
JPMorgan Chase & Co. 0.00% Add +84.9% 544,384 $17.4M
Royal Bank of Canada 0.00% Reduce -4.8% 493,399 $15.8M
Granite Bay Wealth Management, LLC 5.48% Add +1.1% 462,909 $14.8M
Rafferty Asset Management, LLC 0.04% Reduce -15.6% 396,366 $12.7M
Cetera Investment Advisers 0.02% Add +2.3% 357,770 $11.4M
Clearwater Capital Advisors, LLC 1.04% Add +0.1% 333,655 $10.7M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -13.3% 318,611 $10.3M
Kestra Advisory Services, LLC 0.05% Add +1.6% 310,117 $9.9M
Osaic Holdings, Inc. 0.02% Reduce -8.4% 278,016 $8.9M
MML Investors Services, LLC 0.03% Add +1.6% 257,727 $8.2M
SOL Capital Management CO 0.92% Reduce -4.6% 257,482 $8.2M
Envestnet Asset Management Inc. 0.00% Reduce -50.0% 243,318 $7.8M
Vontobel Holding Ltd. 0.02% New 212,060 $6.8M
Fisher Asset Management 0.00% Reduce -8.6% 204,624 $6.5M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -0.4% 186,261 $6.0M
Blair William & Co. 0.02% Add +6.3% 179,549 $5.7M
Stifel Financial Corp. 0.01% Add +21.2% 171,632 $5.5M
Wealthfront Advisers LLC 0.02% Add +4.4% 170,184 $5.4M
Pinnacle Associates Ltd. 0.06% Add +18.9% 146,437 $4.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +4.8% 146,108 $4.7M
Modern Wealth Management, LLC 0.17% New 140,801 $4.5M
Financial Engines Advisors L.L.C. 0.01% Add +18.1% 124,356 $4.0M
HighTower Advisors, LLC 0.00% Reduce -8.3% 111,552 $3.6M
Foguth Wealth Management, LLC. 0.89% Add +1.4% 98,334 $3.4M
1 North Wealth Services LLC 1.42% — 105,245 $3.4M
Sterling Investment Advisors, Ltd. 0.81% Add +11.7% 104,020 $3.3M
Sage Capital Management, LLC 1.68% Reduce -0.9% 103,765 $3.3M
Creative Planning 0.00% Add +3.1% 103,392 $3.3M
Cwm, LLC 0.01% Add +1.3% 98,317 $3.1M
Concurrent Investment Advisors, LLC 0.08% Add +820.4% 98,074 $3.1M
Avantax Advisory Services, Inc. 0.02% Reduce -0.3% 96,108 $3.1M
Private Advisor Group, LLC 0.02% Reduce -4.6% 95,984 $3.1M
Fiduciary Alliance LLC 0.31% Reduce -64.7% 95,977 $3.1M
Mariner, LLC 0.00% Add +2.2% 84,809 $2.7M
Crestwood Advisors Group, LLC 0.05% Add +1.4% 84,672 $2.7M
Signal Advisors Wealth, LLC 0.30% Reduce -13.4% 83,739 $2.7M
Mesirow Financial Investment Management, Inc. 0.05% Reduce -4.4% 76,224 $2.4M
BNP Paribas Financial Markets 0.00% Add +3.0% 75,916 $2.4M
Equitable Holdings, Inc. 0.02% Add +4.7% 73,182 $2.3M
CreativeOne Wealth, LLC 0.07% Reduce -16.3% 73,172 $2.3M
Tocqueville Asset Management L.P. 0.04% Reduce -1.4% 71,000 $2.3M
Farrow Financial, Inc. 1.44% Add +1.2% 68,809 $2.2M
Park Avenue Securities LLC 0.02% Add +0.6% 68,346 $2.2M
National Bank of Canada 0.00% Add +104.8% 68,235 $2.2M
Baird Financial Group, Inc. 0.00% Add +9.9% 66,745 $2.1M
Independent Advisor Alliance 0.03% New 64,004 $2.0M
Barclays PLC 0.00% Add +4.0% 63,635 $2.0M
Pinnacle Wealth Management Advisory Group, LLC 0.19% Add +9.2% 62,794 $2.0M
Blue Trust, Inc. 0.02% Add +17.3% 60,788 $1.9M
Retirement Planning Group, LLC 0.09% Reduce -60.3% 58,334 $1.9M
Kingsview Wealth Management, LLC 0.03% Add +12.6% 55,686 $1.8M
Susquehanna International Group, LLP 0.00% Reduce -47.9% 51,519 $1.6M
Independent Financial Group, LLC 0.05% Add +7.9% 50,753 $1.6M
TD Waterhouse Canada Inc. 0.01% Add +2.5% 50,513 $1.6M
Atria Wealth Solutions, Inc. 0.02% Reduce -5.5% 50,161 $1.6M
Rockefeller Capital Management L.P. 0.00% Add +24.9% 48,253 $1.5M
Intrepid Financial Planning Group LLC 0.64% Reduce -0.3% 47,111 $1.5M
Hancock Prospecting Pty Ltd 0.11% — 45,766 $1.5M
Orion Porfolio Solutions, LLC 0.01% Add +14.2% 45,657 $1.5M
Orion Portfolio Solutions, LLC 0.01% Add +14.2% 45,657 $1.5M
Wealth Enhancement Advisory Services, LLC 0.00% Add +67.5% 45,133 $1.4M
Geneos Wealth Management Inc. 0.05% Reduce -1.2% 44,722 $1.4M
Ameritas Advisory Services, LLC 0.05% Reduce -15.1% 42,033 $1.3M
GFS Advisors, LLC 0.20% Reduce -4.8% 41,978 $1.3M
Destiny Wealth Partners, LLC 0.21% Reduce -0.8% 40,924 $1.3M
NewEdge Advisors, LLC 0.01% Add +145.9% 40,884 $1.3M
Paragon Private Wealth Management, LLC 0.60% Add +14.2% 40,828 $1.3M
Thrivent Financial for Lutherans 0.00% Reduce -11.2% 38,299 $1.3M
Jones Financial Companies LLLP 0.00% Add +47.7% 39,211 $1.3M
Prudential PLC 0.01% Add +68.2% 39,200 $1.3M
Wealthspire Advisors, LLC 0.01% Reduce -6.7% 39,139 $1.3M
Emerald Advisors, LLC 0.17% Add +3.0% 38,473 $1.2M
Sanctuary Advisors, LLC 0.01% Add +4.0% 36,724 $1.2M
Flagstar Securities, Inc. 0.30% Add +0.1% 37,443 $1.2M
Stratos Wealth Partners, LTD. 0.02% Add +11.9% 36,477 $1.2M
Wealthcare Advisory Partners LLC 0.03% Reduce -2.6% 34,954 $1.1M
Oppenheimer & Co. Inc. 0.02% Reduce -6.6% 34,735 $1.1M
US Bancorp \de 0.00% Reduce -28.4% 33,199 $1.1M
Sterling Investment Counsel, LLC 0.69% Reduce -17.1% 32,506 $1.0M
Freedom Investment Management, Inc. 0.09% Add +6.2% 32,399 $1.0M
Captrust Financial Advisors 0.00% Reduce -10.7% 32,130 $1.0M
Merit Financial Group, LLC 0.02% Add +394.5% 30,859 $986K
Eagle Strategies LLC 0.17% Add +16.3% 30,455 $973K
Strategic Advocates LLC 0.32% Add +31.4% 29,240 $934K
Alpha Wealth Funds, LLC 0.94% — 28,229 $902K
Cibc World Market Inc. 0.00% Reduce -6.2% 27,711 $885K
SPC Financial, Inc. 0.08% Reduce -1.7% 27,563 $881K
Uniting Wealth Partners, LLC 0.42% — 27,380 $875K
Federation des caisses Desjardins du Quebec 0.00% Add +8.3% 26,881 $859K
Phoenix Wealth Advisors 0.37% Add +0.2% 26,424 $844K

"% 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 387 holders