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
Certuity, LLC 0.09% Add +169.5% 26,398 $843K
HB Wealth Management, LLC 0.01% Add +15.6% 26,184 $837K
Janney Montgomery Scott LLC 0.00% Add +13.4% 25,347 $810K
Pinnacle Financial Group, LLC / IL 0.32% Reduce -2.7% 25,189 $805K
Ellis Investment Partners, LLC 0.16% Reduce -0.3% 24,878 $795K
Truist Financial Corp. 0.00% Reduce -60.4% 24,503 $783K
Bessemer Group Inc. 0.00% No change 24,380 $779K
Brookstone Capital Management 0.01% Reduce -7.3% 24,333 $777K
WealthBridge Capital Management, LLC 0.21% Add +34.4% 23,256 $743K
Archford Capital Strategies, LLC 0.11% Add +4.5% 23,130 $739K
Avior Wealth Management, LLC 0.03% No change 21,591 $690K
Harbour Investments, Inc. 0.02% Add +4.7% 21,226 $678K
Edmond DE Rothschild Holding S.A. 0.01% Add +2349.4% 20,820 $665K
IHT Wealth Management, LLC 0.02% Add +9.4% 20,295 $648K
Family Office Research LLC 0.27% — 19,396 $620K
Scotia Capital Inc. 0.00% Add +3.5% 18,969 $606K
Steward Partners Investment Advisory, LLC 0.01% Add +7.9% 18,297 $585K
Ally Invest Advisors Inc. 0.05% Add +19.1% 18,264 $584K
Portland Financial Advisors Inc 1.55% — 18,091 $578K
EPG Wealth Management LLC 0.15% Reduce -5.8% 17,935 $573K
Mission Hills Financial Advisory, LLC 0.44% Add +1.9% 17,729 $566K
MGB Wealth Management, LLC 0.17% Add +0.2% 17,641 $564K
Cresset Asset Management, LLC 0.00% Reduce -11.9% 17,570 $561K
Equitable Trust Co. 0.03% No change 17,439 $557K
HUB Investment Partners, LLC 0.02% Reduce -22.6% 17,311 $553K
Kingswood Wealth Advisors, LLC 0.04% New 17,050 $545K
LaSalle St. Investment Advisors, LLC 0.17% Add +15.6% 16,810 $537K
Mayflower Financial Advisors, LLC 0.08% Add +0.3% 16,527 $528K
Tortoise Investment Management, LLC 0.06% Add +14.9% 16,503 $527K
Kestra Private Wealth Services, LLC 0.01% Add +18.1% 16,342 $522K
Wedbush Securities Inc. 0.02% Add +0.8% 16,271 $520K
Bleakley Financial Group, LLC 0.02% Reduce -11.6% 16,094 $514K
Moors & Cabot, Inc. 0.02% Reduce -0.6% 15,945 $509K
Arkadios Wealth Advisors 0.03% Add +7.5% 15,772 $504K
Envestnet Portfolio Solutions, Inc. 0.00% Add +2.0% 15,748 $503K
Creative Financial Designs Inc. 0.04% Add +1.1% 15,720 $502K
Cerity Partners LLC 0.00% Reduce -17.1% 15,614 $499K
Resurgent Financial Advisors LLC 0.29% Reduce -0.6% 15,600 $498K
Frisch Financial Group, Inc. 0.15% No change 15,518 $496K
ADG Wealth Management Group, LLC 0.44% — 15,494 $495K
Advisory Services Network, LLC 0.01% Add +7.6% 15,423 $493K
Greenwich Wealth Management LLC 0.03% No change 15,287 $488K
Keystone Financial Group 0.05% Add +8.7% 15,215 $486K
Capital Investment Advisory Services, LLC 0.05% Reduce -16.3% 15,104 $483K
FMR LLC 0.00% Add +16.4% 14,970 $478K
HBW Advisory Services LLC 0.05% Add +1.2% 14,908 $476K
Spire Wealth Management 0.01% No change 14,683 $469K
Alteri Wealth LLC 0.13% — 14,612 $467K
Corient Private Wealth LP 0.00% Add +83.5% 14,599 $466K
BTG Pactual Asset Management US LLC 0.06% Reduce -17.7% 15,772 $461K
Beacon Financial Advisory LLC 0.15% Reduce -9.5% 14,336 $458K
WNY Asset Management, LLC 0.06% Add +3.5% 13,911 $444K
One Charles Private Wealth Services, LLC 0.15% Add +3.4% 13,714 $438K
Signaturefd, LLC 0.01% No change 13,413 $429K
Caprock Group, LLC 0.01% New 13,382 $428K
Gladstone Institutional Advisory LLC 0.02% Add +13.2% 13,313 $425K
Callan Capital, LLC 0.03% Reduce -4.8% 13,134 $420K
Trek Financial, LLC 0.03% Add +1.6% 12,750 $407K
CIBC Private Wealth Group LLC 0.00% Reduce -2.2% 12,452 $403K
Coastline Trust Co 0.05% No change 12,446 $398K
Apollon Wealth Management, LLC 0.01% Add +0.8% 11,925 $381K
GeoWealth Management, LLC 0.01% Reduce -15.0% 11,801 $377K
Goldman Sachs Group Inc. 0.00% Add +66.5% 11,658 $372K
L.M. Kohn & Company 0.10% Reduce -6.2% 11,599 $371K
Wealthcare Capital Partners, LLC 0.19% — 11,477 $367K
Florida Trust Wealth Management Co 0.01% No change 11,400 $364K
Transatlantique Private Wealth LLC 0.14% Add +43.1% 11,245 $359K
O'shaughnessy Asset Management, LLC 0.00% Add +911.2% 11,194 $358K
Beverly Hills Private Wealth, LLC 0.07% Reduce -0.3% 11,185 $357K
Owen LaRue, LLC 0.19% Reduce -21.2% 11,150 $356K
Bank of Montreal 0.00% Reduce -8.0% 10,810 $345K
Key Client Fiduciary Advisors, LLC 0.15% Reduce -0.9% 10,730 $343K
KFG Wealth Management, LLC 0.06% Add +1.3% 10,729 $343K
Focus Partners Wealth 0.00% New 10,636 $340K
PFG Advisors 0.02% Add +3.9% 10,610 $339K
Simplicity Wealth,LLC 0.07% Reduce -37.1% 10,600 $339K
PBMares Wealth Management LLC 0.07% Add +49.4% 10,440 $334K
Sigma Planning Corp 0.01% Reduce -3.5% 10,437 $333K
Perennial Investment Advisors, LLC 0.04% Reduce -24.1% 10,352 $331K
Perigon Wealth Management, LLC 0.01% No change 10,042 $327K
David Kennon Inc 0.13% No change 10,230 $327K
Commerce Bank 0.00% Add +13.3% 10,223 $327K
Main Street Financial Solutions, LLC 0.03% Add +0.9% 10,177 $325K
Holderness Investments Co. 0.07% Reduce -19.0% 10,161 $325K
Essex Financial Services, Inc. 0.02% No change 10,111 $323K
TrinityBridge Ltd 0.01% No change 10,000 $320K
MMBG Investment Advisors Co. 0.03% No change 10,000 $320K
Visionary Wealth Advisors 0.02% Add +7.1% 9,930 $317K
Edgemoor Investment Advisors, Inc. 0.03% Reduce -53.9% 9,821 $314K
NewEdge Wealth, LLC 0.01% Add +1.6% 9,818 $314K
Insigneo Advisory Services, LLC 0.03% Reduce -2.0% 9,784 $313K
Fortis Group Advisors, LLC 0.06% Add +12.6% 9,661 $309K
PFG Investments, LLC 0.02% Reduce -0.5% 9,354 $299K
Great Valley Advisor Group, Inc. 0.01% Add +6.3% 9,245 $295K
Advantage Trust Co 0.17% Add +11.3% 9,188 $294K
Vanguard Personalized Indexing Management, LLC 0.00% No change 9,000 $288K
Continuum Advisory, LLC 0.04% No change 8,877 $284K
Mercer Global Advisors Inc. 0.00% Reduce -11.3% 8,697 $278K
Kovack Advisors, Inc. 0.03% Add +0.7% 8,644 $276K
Financial Advocates Investment Management 0.02% Reduce -5.4% 8,405 $269K
StoneX Group Inc. 0.01% Reduce -6.4% 8,384 $268K
Choreo, LLC 0.00% Add +8.9% 8,237 $263K
Glenmede Trust Co. NA 0.00% Add +28.9% 8,237 $263K
Lido Advisors, LLC 0.00% Add +4.3% 8,216 $262K
Stephens Inc. 0.00% Add +13.7% 8,032 $257K
Vantage Point Financial LLC 0.14% — 8,001 $256K
Coldstream Capital Management Inc. 0.01% Add +3.6% 7,954 $254K
IMS Capital Management 0.12% Add +1.5% 7,930 $253K
Comerica Bank 0.00% Reduce -7.3% 7,791 $249K
BCS Wealth Management 0.06% No change 7,738 $247K
Integrated Wealth Concepts LLC 0.00% Reduce -26.4% 7,719 $247K
Axos Invest Inc. 0.18% Reduce -5.4% 7,665 $245K
Endowment Wealth Management, Inc. 0.16% New 7,532 $241K
Valmark Advisers, Inc. 0.00% Add +8.0% 7,465 $238K
JB Capital LLC 0.01% New 7,443 $238K
FRG Family Wealth Advisors LLC 0.04% No change 7,410 $237K
Exencial Wealth Advisors, LLC 0.01% Add +2.4% 7,374 $236K
Boyce & Associates Wealth Consulting, Inc. 0.23% No change 7,116 $227K
Pine Valley Investments Ltd Liability Co 0.01% Reduce -0.1% 7,096 $227K
IMG Wealth Management, Inc. 0.21% — 7,008 $224K
Advyzon Investment Management, LLC 0.09% — 6,920 $221K
OneDigital Investment Advisors LLC 0.00% Add +6.0% 6,848 $219K
Insight Advisors, LLC/ PA 0.04% Reduce -40.5% 6,780 $218K
RMR Wealth Builders 0.02% Reduce -2.4% 6,835 $218K
Aurora Private Wealth, Inc. 0.16% Reduce -2.5% 6,838 $218K
Wealth Alliance, LLC 0.03% Reduce -1.0% 6,738 $215K
Patten & Patten Inc. 0.01% Add +2.3% 6,688 $214K
Stelac Advisory Services LLC 0.07% No change 5,942 $191K
Financial Perspectives, Inc 0.06% Add +7.3% 5,941 $190K
Farther Finance Advisors, LLC 0.01% Add +314.6% 5,551 $177K
Powell Investment Advisors, LLC 0.08% No change 5,252 $168K
Winch Advisory Services, LLC 0.04% No change 5,043 $161K
Global Retirement Partners, LLC 0.00% Reduce -26.4% 4,968 $159K
Ethos Financial Group, LLC 0.02% New 4,770 $152K
Group One Trading LLC 0.01% New 4,738 $151K
Hazlett, Burt & Watson, Inc. 0.07% No change 4,609 $147K
Union Bancaire Privee, UBP SA 0.00% — 4,273 $138K
Innovative Advisory Group, LLC 0.11% — 4,006 $128K
Bartlett & Co. Wealth Management LLC 0.00% No change 4,000 $128K
SBI Securities Co., Ltd. 0.00% — 3,929 $126K
Smartleaf Asset Management LLC 0.01% No change 3,801 $122K
Allworth Financial LP 0.00% No change 3,295 $113K
Franklin Resources Inc. 0.00% Add +3.1% 3,435 $110K
Principal Securities, Inc. 0.00% Add +35.5% 3,253 $104K
Arax Advisory Partners 0.01% No change 3,240 $104K
Clearstead Advisors, LLC 0.00% Add +1449.3% 3,207 $102K
Farmers & Merchants Investments Inc. 0.00% No change 3,169 $101K
Householder Group Estate & Retirement Specialist, LLC 0.07% Reduce -0.3% 2,921 $93K
Laurel Wealth Advisors LLC 0.01% Reduce -21.6% 2,837 $91K
Glassman Wealth Services 0.01% Reduce -32.5% 2,774 $89K
Archer Investment Corp 0.02% Add +1467.6% 2,759 $88K
AlphaMark Advisors, LLC 0.04% Add +0.9% 2,725 $87K
Golden State Wealth Management, LLC 0.01% — 2,624 $84K
Fortitude Family Office, LLC 0.03% No change 2,589 $83K
Manchester Capital Management LLC 0.01% No change 2,550 $81K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -34.4% 2,411 $77K
GPS Wealth Strategies Group, LLC 0.01% Add +69.1% 2,306 $74K
MAI Capital Management 0.00% New 2,225 $71K
Concourse Financial Group Securities, Inc. 0.00% Reduce -3.4% 2,015 $69K
Hilltop National Bank 0.02% No change 2,108 $67K
Elevation Wealth Partners, LLC 0.03% New 2,105 $67K
Financial Freedom, LLC 0.04% No change 2,102 $67K
Solstein Capital, LLC 0.04% No change 2,055 $66K
Compagnie Lombard Odier SCmA 0.00% Reduce -60.0% 2,000 $64K
Carolinas Wealth Consulting LLC 0.01% No change 1,963 $63K
Financial Life Planners 0.05% — 1,933 $62K
Asset Dedication, LLC 0.00% No change 1,916 $61K
Armstrong Advisory Group, Inc. 0.00% No change 1,905 $61K
Pittenger & Anderson Inc. 0.00% No change 1,870 $60K
Kestra Investment Management, LLC 0.00% New 1,859 $59K
AdvisorNet Financial, Inc 0.00% Reduce -63.0% 1,800 $58K
Transce3nd, LLC 0.02% — 1,799 $57K
Slocum, Gordon & Co LLP 0.05% No change 1,724 $55K
Harbor Investment Advisory, LLC 0.00% Reduce -13.9% 1,376 $44K
Brown, Lisle/Cummings, Inc. 0.01% Add +225.0% 1,300 $42K
Accredited Wealth Management, LLC 0.03% — 1,241 $40K
Park Square Financial Group, LLC 0.03% — 1,241 $40K
Nomura Asset Management Co. Ltd. 0.00% Reduce -84.2% 1,238 $40K
EverSource Wealth Advisors, LLC 0.00% Add +98.5% 1,223 $39K
Ramirez Asset Management, Inc. 0.01% No change 1,200 $38K
Parallel Advisors, LLC 0.00% Reduce -9.1% 1,195 $38K
Salem Investment Counselors Inc. 0.00% Reduce -15.4% 1,099 $35K
CGC Financial Services, LLC 0.01% No change 1,039 $33K
Smithfield Trust Co 0.00% No change 1,000 $32K
2UniFi Bank 0.02% — 1,000 $32K
Realta Investment Advisors 0.01% Add +85.6% 928 $31K
Lindbrook Capital, LLC 0.00% No change 938 $30K
Ameriflex Group, Inc. 0.01% — 891 $30K
Beacon Capital Management, LLC 0.00% No change 925 $30K
Pathway Financial Advisers, LLC 0.01% Add +0.1% 925 $30K
Sandy Spring Bank 0.00% No change 873 $28K
Capital A Wealth Management, LLC 0.05% — 851 $27K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 850 $27K
Avondale Wealth Management 0.02% No change 815 $26K
SOA Wealth Advisors, LLC. 0.00% Add +26.9% 802 $26K
Mather Group, Llc. 0.00% Add +326.1% 767 $25K
WASHINGTON TRUST Co 0.00% No change 767 $25K
Rothschild Investment LLC 0.00% Reduce -1.4% 700 $22K
DHJJ Financial Advisors, Ltd. 0.01% No change 698 $22K
Centerpoint Advisors, LLC 0.01% No change 700 $22K
FAS Wealth Partners, Inc. 0.00% No change 683 $22K
Horizon Financial Services, LLC 0.01% No change 660 $21K
Aptus Capital Advisors, LLC 0.00% Add +86.5% 647 $21K
PMV Capital Advisers, LLC 0.05% — 635 $20K
Capital Analysts, LLC 0.00% No change 621 $20K
LFA - Lugano Financial Advisors SA 0.01% New 620 $20K
CoreCap Advisors, LLC 0.00% Add +33.3% 608 $19K
BOK Financial Private Wealth, Inc. 0.00% No change 600 $19K
Coston, McIsaac & Partners 0.01% Add +5.2% 611 $19K
PSI Advisors, LLC 0.01% Reduce -45.5% 575 $18K
HighMark Wealth Management LLC 0.01% No change 525 $17K
Bellevue Asset Management, LLC 0.01% No change 501 $16K
Russell Investments Group, Ltd. 0.00% New 500 $16K
AE Wealth Management LLC 0.00% New 496 $16K
TD Capital Management LLC 0.00% No change 492 $16K
Glass Jacobson Investment Advisors llc 0.00% Add +9.8% 470 $15K
Private Trust Co. NA 0.00% No change 470 $15K
GHP Investment Advisors, Inc. 0.00% No change 415 $13K
NBT Bank, N.A. 0.00% No change 414 $13K
Princeton Global Asset Management LLC 0.00% No change 400 $13K
NFSG Corp 0.00% No change 400 $13K
Tower Research Capital LLC (TRC) 0.00% Reduce -46.1% 398 $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
Provenance Wealth Advisors, LLC 0.00% No change 348 $11K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 346 $11K
Ancora Advisors LLC 0.00% No change 335 $11K
Van Hulzen Asset Management, LLC 0.00% New 325 $10K
Modus Advisors, LLC 0.00% New 320 $10K
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
Headlands Technologies LLC 0.00% New 293 $9K
Pacifica Partners Inc. 0.00% No change 284 $9K
Sierra Ocean, LLC 0.01% — 277 $9K
Toth Financial Advisory Corp. 0.00% Add +0.8% 262 $8K
First Horizon Advisors, Inc. 0.00% No change 260 $8K
Nova Wealth Management, Inc. 0.01% — 256 $8K
Pin Oak Investment Advisors Inc. 0.01% No change 234 $8K
Fourth Dimension Wealth, LLC 0.00% — 250 $8K
Medallion Wealth Advisors, LLC 0.00% — 247 $8K
Coppell Advisory Solutions LLC 0.00% Add +20.2% 232 $7K
Tradewinds Capital Management, LLC 0.00% No change 233 $7K
Painted Porch Advisors LLC 0.00% No change 225 $7K
Fiduciary Advisors, Inc. 0.01% — 213 $7K
Trust Co 0.00% No change 206 $7K
JDM Financial Group LLC 0.00% No change 206 $7K
West Branch Capital LLC 0.00% New 205 $7K
Compass Financial Services Inc 0.00% — 200 $6K
Aventura Private Wealth, LLC 0.00% — 200 $6K
Westside Investment Management, Inc. 0.00% No change 200 $6K
Sound Income Strategies, LLC 0.00% No change 190 $6K
Glen Eagle Advisors, LLC 0.00% No change 185 $6K
Sugarloaf Wealth Management, LLC 0.00% New 170 $5K
Founders Financial Alliance, LLC 0.00% Add +32.0% 165 $5K
Strategic Investment Solutions, Inc. 0.00% No change 160 $5K
Assetmark, Inc. 0.00% No change 158 $5K
Country Trust Bank 0.00% New 157 $5K
Tucker Asset Management LLC 0.00% New 153 $5K
Pension & Wealth Management Advisors, Inc. 0.00% No change 152 $5K
Tidemark, LLC 0.00% Add +7.0% 138 $4K
IFP Advisors, Inc 0.00% No change 135 $4K
Pacific Center for Financial Services 0.00% No change 132 $4K
Aspect Partners, LLC 0.00% New 100 $3K
Oarsman Capital, Inc. 0.00% No change 100 $3K
Clark Wealth Partners 0.00% — 95 $3K
Harvest Fund Management Co., Ltd 0.00% No change 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% No change 81 $3K
Game Plan Financial Advisors, LLC 0.00% Reduce -88.0% 60 $2K
Nemes Rush Group LLC 0.00% New 57 $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
Blue Bell Private Wealth Management, LLC 0.00% No change 28 $895
Caldwell Sutter Capital, Inc. 0.00% No change 10 $320
Abound Wealth Management 0.00% No change 10 $320
Horizon Investments, LLC 0.00% No change 10 $320
Nvwm, LLC 0.00% No change 8 $256
Financial Management Professionals, Inc. 0.00% No change 8 $256
American Capital Advisory, LLC 0.00% Reduce -50.0% 3 $96
Lanark Financial, Inc. 0.01% — 2 $86
Creekmur Asset Management LLC 0.00% No change 1 $18
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.