Global X Robotics & ArtificiBOTZETF

13F holders, Q1 2025 (March 31)
375holders −12
45new positions
51sold out
3famous investors
$29.08avg. 13F price*

At the end of Q1 2025, 375 institutions reported holding Global X Robotics & Artifici (BOTZ) in their 13F filings, down 12 from Q4 2024. 45 opened new positions and 51 sold out. The largest holders were Bank of America Corp. ($176.2M), Morgan Stanley ($85.6M) and LPL Financial LLC ($62.9M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions45$38.4M
Exits51$19.4M

All 13F filers, Q4 2024 → Q1 2025: 3,555,160 shares bought and 2,872,376 shares sold, net +682,784 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 375 holders

Bank of America Corp. 0.02% Add +2.7% 6,190,220 $176.2M
Morgan Stanley 0.01% Add +4.5% 3,007,039 $85.6M
LPL Financial LLC 0.02% Add +4.8% 2,209,371 $62.9M
UBS Group AG 0.01% Add +18.8% 1,935,874 $55.1M
Wells Fargo & Company 0.01% Add +3.6% 1,147,287 $32.7M
Ameriprise Financial Inc. 0.01% Reduce -67.1% 349,795 $28.1M
Commonwealth Equity Services, LLC 0.03% Add +0.6% 846,563 $24.1M
Old Mission Capital LLC 0.37% New 674,077 $19.2M
PNC Financial Services Group, Inc. 0.01% Reduce -1.4% 660,235 $18.8M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +90.8% 607,867 $17.6M
JPMorgan Chase & Co. 0.00% Add +11.7% 607,794 $17.3M
Raymond James Financial Inc. 0.01% Reduce -1.0% 604,441 $17.2M
Royal Bank of Canada 0.00% Reduce -4.9% 469,064 $13.4M
Citigroup Inc. 0.01% Reduce -57.7% 458,606 $13.1M
Rafferty Asset Management, LLC 0.05% Add +13.0% 447,988 $12.7M
Osaic Holdings, Inc. 0.02% Add +38.0% 383,798 $10.9M
Clearwater Capital Advisors, LLC 0.96% Add +4.3% 347,938 $9.9M
Cetera Investment Advisers 0.02% Reduce -3.7% 344,581 $9.8M
Kestra Advisory Services, LLC 0.05% Add +7.6% 333,597 $9.5M
SOL Capital Management CO 0.78% Reduce -3.5% 248,567 $7.1M
Envestnet Asset Management Inc. 0.00% Reduce -1.1% 240,747 $6.9M
MML Investors Services, LLC 0.02% Reduce -8.0% 237,036 $6.7M
Cambridge Investment Research Advisors, Inc. 0.02% Add +18.2% 220,088 $6.3M
Wealthfront Advisers LLC 0.02% Add +21.8% 207,203 $5.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +40.5% 205,261 $5.8M
Stifel Financial Corp. 0.01% Add +5.1% 180,361 $5.1M
Blair William & Co. 0.02% Reduce -2.1% 175,709 $5.0M
MinichMacGregor Wealth Management, LLC 1.08% New 169,136 $4.8M
Pinnacle Associates Ltd. 0.07% Add +8.3% 158,620 $4.5M
Modern Wealth Management, LLC 0.13% Reduce -0.0% 140,760 $4.0M
Financial Engines Advisors L.L.C. 0.01% Add +1.6% 126,298 $3.6M
Atria Wealth Solutions, Inc. 0.04% Add +150.9% 125,868 $3.6M
Granite Bay Wealth Management, LLC 1.21% Reduce -73.7% 121,938 $3.5M
Sterling Investment Advisors, Ltd. 0.78% Add +10.3% 114,700 $3.3M
BNP Paribas Financial Markets 0.00% Add +49.5% 113,510 $3.2M
Cwm, LLC 0.01% Add +12.5% 110,594 $3.1M
Nan Shan Life Insurance Co., Ltd. 0.07% New 110,000 $3.1M
Fisher Asset Management 0.00% Reduce -47.2% 108,014 $3.1M
Avantax Advisory Services, Inc. 0.02% Add +9.9% 105,594 $3.0M
Sage Capital Management, LLC 1.63% Add +1.4% 105,206 $3.0M
HighTower Advisors, LLC 0.00% Reduce -6.6% 104,223 $3.0M
Creative Planning 0.00% Reduce -0.3% 103,071 $2.9M
Fiduciary Alliance LLC 0.28% Add +5.8% 101,525 $2.9M
Focus Partners Wealth 0.01% Add +852.4% 101,296 $2.9M
Corient Private Wealth LP 0.00% Add +590.4% 100,791 $2.9M
1 North Wealth Services LLC 1.31% Reduce -5.2% 99,751 $2.8M
Barclays PLC 0.00% Add +56.5% 99,599 $2.8M
Crestwood Advisors Group, LLC 0.05% Add +12.2% 94,997 $2.7M
Private Advisor Group, LLC 0.02% Reduce -8.6% 87,725 $2.5M
Equitable Holdings, Inc. 0.02% Add +17.9% 86,244 $2.5M
Flow Traders U.S. LLC 0.10% New 86,063 $2.4M
Mariner, LLC 0.00% Add +0.1% 84,886 $2.4M
Pinnacle Wealth Management Advisory Group, LLC 0.20% Add +22.5% 76,927 $2.2M
Mesirow Financial Investment Management, Inc. 0.04% Reduce -0.8% 75,623 $2.2M
Jones Financial Companies LLLP 0.00% Add +87.3% 73,461 $2.1M
CreativeOne Wealth, LLC 0.06% Reduce -6.4% 68,512 $1.9M
Tocqueville Asset Management L.P. 0.03% Reduce -5.2% 67,281 $1.9M
Baird Financial Group, Inc. 0.00% Reduce -4.8% 63,562 $1.8M
Concurrent Investment Advisors, LLC 0.04% Reduce -37.1% 61,682 $1.8M
Advisory Services Network, LLC 0.03% Add +285.7% 59,484 $1.7M
Park Avenue Securities LLC 0.02% Reduce -14.2% 58,612 $1.7M
Blue Trust, Inc. 0.02% Reduce -4.0% 58,327 $1.7M
Kingsview Wealth Management, LLC 0.03% Add +4.6% 58,270 $1.7M
Orion Porfolio Solutions, LLC 0.02% Add +22.1% 55,750 $1.6M
Orion Portfolio Solutions, LLC 0.02% Add +22.1% 55,750 $1.6M
Independent Financial Group, LLC 0.05% Add +9.4% 55,511 $1.6M
Rockefeller Capital Management L.P. 0.00% Add +9.8% 53,002 $1.5M
NewEdge Advisors, LLC 0.01% Add +26.6% 51,762 $1.5M
Citadel Advisors 0.00% New 49,960 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +7.4% 48,461 $1.4M
Retirement Planning Group, LLC 0.06% Reduce -19.0% 47,230 $1.3M
Foguth Wealth Management, LLC. 0.32% Reduce -52.2% 47,026 $1.3M
Intrepid Financial Planning Group LLC 0.61% Reduce -1.8% 46,266 $1.3M
Kingswood Wealth Advisors, LLC 0.12% Add +168.6% 45,794 $1.3M
Prudential PLC 0.01% Add +16.8% 45,800 $1.3M
Hancock Prospecting Pty Ltd 0.05% No change 45,766 $1.3M
Thrivent Financial for Lutherans 0.00% No change 38,299 $1.3M
Quadrature Capital Ltd 0.03% New 44,766 $1.3M
Geneos Wealth Management Inc. 0.04% Reduce -0.5% 44,495 $1.3M
Emerald Advisors, LLC 0.16% Add +12.8% 43,397 $1.2M
GFS Advisors, LLC 0.25% Add +2.3% 42,961 $1.2M
Merit Financial Group, LLC 0.02% Add +37.9% 42,563 $1.2M
Destiny Wealth Partners, LLC 0.19% Add +3.9% 42,509 $1.2M
Ameritas Advisory Services, LLC 0.05% Reduce -0.9% 41,642 $1.2M
Sterling Investment Counsel, LLC 0.40% Add +27.8% 41,543 $1.2M
Strategic Advocates LLC 0.41% Add +41.9% 41,494 $1.2M
Wealthspire Advisors, LLC 0.01% Add +5.3% 41,219 $1.2M
Stratos Wealth Partners, LTD. 0.02% Add +7.1% 39,053 $1.1M
Sanctuary Advisors, LLC 0.01% Add +2.8% 37,764 $1.1M
Signal Advisors Wealth, LLC 0.10% Reduce -55.3% 37,458 $1.1M
Janney Montgomery Scott LLC 0.00% Add +47.3% 37,325 $1.1M
Susquehanna International Group, LLP 0.00% Reduce -27.9% 37,167 $1.1M
Oppenheimer & Co. Inc. 0.02% Add +1.1% 35,132 $1000K
Tudor Investment Corporation 0.01% New 35,000 $996K
Freedom Investment Management, Inc. 0.08% Add +4.2% 33,765 $961K
Strategic Financial Concepts, LLC 0.17% New 32,227 $917K
Flagstar Securities, Inc. 0.23% Reduce -14.7% 31,927 $909K
Wealthcare Advisory Partners LLC 0.02% Reduce -10.3% 31,345 $892K
Paragon Private Wealth Management, LLC 0.41% Reduce -24.4% 30,860 $878K
Federation des caisses Desjardins du Quebec 0.00% Add +10.7% 29,743 $846K
US Bancorp \de 0.00% Reduce -11.6% 29,348 $835K
National Bank of Canada 0.00% Reduce -58.4% 28,418 $809K
SPC Financial, Inc. 0.07% Add +2.9% 28,358 $807K
Eagle Strategies LLC 0.14% Reduce -7.2% 28,260 $804K
Alpha Wealth Funds, LLC 0.85% Reduce -3.0% 27,390 $780K
Captrust Financial Advisors 0.00% Reduce -14.8% 27,386 $779K
Envestnet Portfolio Solutions, Inc. 0.00% Add +70.7% 26,878 $765K
Phoenix Wealth Advisors 0.33% Add +1.5% 26,826 $763K
Cibc World Market Inc. 0.00% Reduce -3.6% 26,707 $760K
Certuity, LLC 0.08% No change 26,398 $751K
Brookstone Capital Management 0.01% Add +1.3% 24,652 $702K
Ellis Investment Partners, LLC 0.14% Reduce -1.1% 24,599 $700K
Bessemer Group Inc. 0.00% No change 24,380 $694K
Avior Wealth Management, LLC 0.03% Add +11.7% 24,119 $686K
Truist Financial Corp. 0.00% Reduce -2.5% 23,878 $680K
Archford Capital Strategies, LLC 0.10% Reduce -0.5% 23,013 $655K
Main Street Financial Solutions, LLC 0.05% Add +117.0% 22,083 $628K
Arkadios Wealth Advisors 0.02% Add +35.5% 21,377 $608K
Scotia Capital Inc. 0.00% Add +11.1% 21,069 $600K
MGB Wealth Management, LLC 0.22% Add +18.5% 20,908 $595K
HB Wealth Management, LLC 0.01% Reduce -20.6% 20,789 $592K
Advyzon Investment Management, LLC 0.21% Add +198.0% 20,621 $587K
Steward Partners Investment Advisory, LLC 0.01% Add +8.3% 19,815 $564K
Cresset Asset Management, LLC 0.00% Add +12.1% 19,687 $560K
Arax Advisory Partners 0.04% Add +501.6% 19,491 $555K
Kestra Private Wealth Services, LLC 0.01% Add +18.4% 19,354 $551K
Ally Invest Advisors Inc. 0.04% Reduce -1.4% 18,018 $513K
LaSalle St. Investment Advisors, LLC 0.12% Add +6.0% 17,823 $507K
Mayflower Financial Advisors, LLC 0.08% Add +6.5% 17,599 $501K
Equitable Trust Co. 0.03% No change 17,439 $496K
Portland Financial Advisors Inc 1.26% Reduce -4.2% 17,341 $494K
IHT Wealth Management, LLC 0.02% Reduce -14.6% 17,328 $493K
Mission Hills Financial Advisory, LLC 0.34% Reduce -2.6% 17,263 $491K
Family Office Research LLC 0.24% Reduce -11.7% 17,128 $487K
Alteri Wealth LLC 0.21% Add +15.9% 16,937 $482K
Wedbush Securities Inc. 0.02% Add +2.8% 16,729 $476K
Resurgent Financial Advisors LLC 0.28% Add +3.8% 16,191 $461K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 15,868 $452K
Belpointe Asset Management LLC 0.02% New 15,802 $450K
Frisch Financial Group, Inc. 0.13% Add +1.8% 15,793 $449K
Harbour Investments, Inc. 0.01% Reduce -25.8% 15,754 $448K
Moors & Cabot, Inc. 0.02% Reduce -1.9% 15,650 $445K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -25.7% 15,477 $440K
HBW Advisory Services LLC 0.06% Add +3.2% 15,380 $438K
Keystone Financial Group 0.04% Add +1.0% 15,370 $437K
Greenwich Wealth Management LLC 0.03% Reduce -0.7% 15,187 $432K
Bleakley Financial Group, LLC 0.01% Reduce -6.1% 15,108 $430K
Capital Investment Advisory Services, LLC 0.04% Reduce -1.8% 14,840 $422K
Beacon Financial Advisory LLC 0.13% Add +3.1% 14,778 $421K
Spire Wealth Management 0.01% No change 14,683 $418K
WNY Asset Management, LLC 0.05% Add +4.5% 14,534 $414K
Gladstone Institutional Advisory LLC 0.02% Add +8.3% 14,413 $410K
FMR LLC 0.00% Reduce -4.5% 14,292 $407K
Cerity Partners LLC 0.00% Reduce -11.5% 13,820 $393K
One Charles Private Wealth Services, LLC 0.13% No change 13,714 $390K
Creative Financial Designs Inc. 0.03% Reduce -13.1% 13,658 $389K
Mercer Global Advisors Inc. 0.00% Add +56.9% 13,648 $388K
Signaturefd, LLC 0.01% No change 13,413 $382K
U.S. Capital Wealth Advisors, LLC 0.01% New 13,250 $377K
Callan Capital, LLC 0.03% No change 13,134 $374K
Mutual Advisors, LLC 0.01% New 12,884 $368K
Y-Intercept (Hong Kong) Ltd 0.02% New 12,533 $357K
TPG Financial Advisors, LLC 0.16% New 12,339 $351K
Goldman Sachs Group Inc. 0.00% Add +4.4% 12,170 $346K
GWN Securities Inc. 0.02% New 11,334 $346K
Integrated Wealth Concepts LLC 0.00% Add +57.5% 12,154 $346K
Apollon Wealth Management, LLC 0.01% Reduce -1.7% 11,717 $333K
J Hagan Capital, Inc. 0.27% — 10,337 $330K
Continuum Advisory, LLC 0.04% Add +30.1% 11,553 $329K
Choreo, LLC 0.01% Add +39.6% 11,502 $327K
Florida Trust Wealth Management Co 0.01% No change 11,400 $324K
GeoWealth Management, LLC 0.01% Reduce -3.9% 11,337 $323K
Endowment Wealth Management, Inc. 0.21% Add +50.1% 11,307 $322K
Bank of Montreal 0.00% Add +3.9% 11,227 $320K
Beverly Hills Private Wealth, LLC 0.06% Reduce -0.0% 11,181 $318K
Wealthcare Capital Partners, LLC 0.16% Reduce -3.9% 11,027 $314K
Simplicity Wealth,LLC 0.02% Add +3.7% 10,993 $313K
KFG Wealth Management, LLC 0.06% Add +2.1% 10,956 $312K
L.M. Kohn & Company 0.08% Reduce -5.9% 10,917 $311K
Transatlantique Private Wealth LLC 0.12% Reduce -4.3% 10,758 $306K
Owen LaRue, LLC 0.15% Reduce -4.5% 10,650 $303K
Two Sigma Securities, LLC 0.05% New 10,404 $296K
David Kennon Inc 0.12% No change 10,230 $291K
Commerce Bank 0.00% No change 10,223 $291K
CIBC Private Wealth Group LLC 0.00% Reduce -5.0% 11,825 $290K
Holderness Investments Co. 0.07% No change 10,161 $289K
Sigma Planning Corp 0.01% Reduce -2.8% 10,147 $289K
Essex Financial Services, Inc. 0.02% No change 10,111 $288K
TrinityBridge Ltd 0.01% No change 10,000 $285K
MMBG Investment Advisors Co. 0.03% No change 10,000 $285K
HUB Investment Partners, LLC 0.01% Reduce -42.3% 9,988 $284K
Key Client Fiduciary Advisors, LLC 0.13% Reduce -7.2% 9,962 $284K
Edgemoor Investment Advisors, Inc. 0.03% No change 9,821 $280K
NewEdge Wealth, LLC 0.01% Reduce -0.6% 9,756 $278K
Stelac Advisory Services LLC 0.11% Add +63.2% 9,697 $276K
PFG Advisors 0.02% Reduce -8.7% 9,685 $276K
CGC Financial Services, LLC 0.11% Add +829.2% 9,654 $275K
EPG Wealth Management LLC 0.08% Reduce -46.4% 9,615 $274K
Perennial Investment Advisors, LLC 0.03% Reduce -7.4% 9,587 $273K
Certified Advisory Corp 0.03% New 9,521 $271K
Visionary Wealth Advisors 0.02% Reduce -5.6% 9,375 $267K
Caprock Group, LLC 0.01% Reduce -30.1% 9,358 $266K
Flagship Harbor Advisors, LLC 0.01% New 9,318 $265K
Perigon Wealth Management, LLC 0.01% Reduce -7.3% 9,309 $265K
Advantage Trust Co 0.16% No change 9,188 $261K
Kovack Advisors, Inc. 0.03% Add +4.9% 9,064 $258K
Great Valley Advisor Group, Inc. 0.01% Reduce -2.5% 9,009 $256K
Vanguard Personalized Indexing Management, LLC 0.00% No change 9,000 $256K
PFG Investments, LLC 0.02% Reduce -5.3% 8,856 $252K
Wealth Alliance, LLC 0.03% Add +27.9% 8,620 $245K
CW Advisors, LLC 0.00% New 8,192 $235K
Glenmede Trust Co. NA 0.00% Reduce -0.6% 8,185 $233K
Financial Advocates Investment Management 0.02% Reduce -3.3% 8,129 $231K
Vantage Point Financial LLC 0.11% Add +0.0% 8,002 $228K
BCS Wealth Management 0.06% No change 7,738 $220K
Coldstream Capital Management Inc. 0.00% Reduce -3.3% 7,694 $219K
OneDigital Investment Advisors LLC 0.00% Add +12.3% 7,689 $219K
Stephens Inc. 0.00% Reduce -4.6% 7,662 $218K
O'shaughnessy Asset Management, LLC 0.00% Reduce -32.6% 7,540 $215K
Jefferies Financial Group Inc. 0.00% New 7,516 $214K
JB Capital LLC 0.01% Add +0.8% 7,503 $214K
FRG Family Wealth Advisors LLC 0.04% No change 7,410 $211K
Exencial Wealth Advisors, LLC 0.01% Reduce -1.3% 7,276 $207K
Lido Advisors, LLC 0.00% Reduce -12.7% 7,170 $204K
Pine Valley Investments Ltd Liability Co 0.01% Add +1.0% 7,168 $204K
Boyce & Associates Wealth Consulting, Inc. 0.20% No change 7,116 $203K
IMG Wealth Management, Inc. 0.18% Add +0.7% 7,056 $201K
Comerica Bank 0.00% Reduce -16.7% 6,491 $185K
Financial Perspectives, Inc 0.06% No change 5,941 $169K
Farther Finance Advisors, LLC 0.00% No change 5,551 $159K
Powell Investment Advisors, LLC 0.08% Add +2.9% 5,402 $154K
Ameriflex Group, Inc. 0.06% Add +471.4% 5,091 $145K
Winch Advisory Services, LLC 0.04% Reduce -2.9% 4,897 $139K
Group One Trading LLC 0.01% Add +3.0% 4,878 $139K
GPS Wealth Strategies Group, LLC 0.02% Add +91.1% 4,407 $125K
SBI Securities Co., Ltd. 0.00% Add +11.1% 4,365 $124K
Bartlett & Co. Wealth Management LLC 0.00% No change 4,000 $114K
Compagnie Lombard Odier SCmA 0.00% Add +100.0% 4,000 $114K
Innovative Advisory Group, LLC 0.11% Reduce -1.3% 3,956 $113K
TD Waterhouse Canada Inc. 0.00% Reduce -92.2% 3,938 $113K
Principal Securities, Inc. 0.00% Add +1.5% 3,303 $106K
Allworth Financial LP 0.00% Add +13.1% 3,726 $105K
Hazlett, Burt & Watson, Inc. 0.04% Reduce -26.9% 3,369 $96K
Farmers & Merchants Investments Inc. 0.00% No change 3,169 $90K
Franklin Resources Inc. 0.00% Reduce -10.3% 3,080 $88K
Golden State Wealth Management, LLC 0.01% Add +13.3% 2,974 $85K
Lanark Financial, Inc. 0.01% — 2,811 $80K
Glassman Wealth Services 0.01% No change 2,774 $79K
Archer Investment Corp 0.02% No change 2,759 $79K
Brown, Lisle/Cummings, Inc. 0.02% Add +107.7% 2,700 $77K
Fortitude Family Office, LLC 0.03% No change 2,589 $74K
Manchester Capital Management LLC 0.01% No change 2,550 $73K
Laurel Wealth Advisors LLC 0.01% Reduce -14.1% 2,437 $69K
MAI Capital Management 0.00% Add +9.0% 2,425 $69K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 2,411 $68K
Armstrong Advisory Group, Inc. 0.00% No change 1,905 $61K
Elevation Wealth Partners, LLC 0.03% No change 2,105 $60K
Solstein Capital, LLC 0.03% No change 2,055 $58K
Carolinas Wealth Consulting LLC 0.01% Reduce -0.1% 1,962 $56K
Asset Dedication, LLC 0.00% No change 1,916 $55K
Larson Financial Group LLC 0.00% New 1,902 $54K
Pittenger & Anderson Inc. 0.00% No change 1,870 $53K
AdvisorNet Financial, Inc 0.00% No change 1,800 $51K
Slocum, Gordon & Co LLP 0.04% No change 1,724 $49K
Mather Group, Llc. 0.00% Add +102.9% 1,556 $44K
Harbor Investment Advisory, LLC 0.00% No change 1,376 $39K
Nomura Asset Management Co. Ltd. 0.00% No change 1,238 $35K
Parallel Advisors, LLC 0.00% No change 1,195 $34K
2UniFi Bank 0.02% No change 1,000 $32K
Financial Freedom, LLC 0.02% Reduce -47.1% 1,112 $32K
Nova Wealth Management, Inc. 0.03% Add +330.9% 1,103 $31K
Salem Investment Counselors Inc. 0.00% No change 1,099 $31K
Tower Research Capital LLC (TRC) 0.00% Add +171.9% 1,082 $31K
EverSource Wealth Advisors, LLC 0.00% Reduce -18.1% 1,002 $29K
Smithfield Trust Co 0.00% No change 1,000 $28K
Beacon Capital Management, LLC 0.00% Add +1.6% 940 $27K
Lindbrook Capital, LLC 0.00% No change 938 $27K
Fifth Third Bancorp 0.00% New 902 $26K
Sandy Spring Bank 0.00% Reduce -0.6% 868 $25K
Park Square Financial Group, LLC 0.02% Reduce -32.2% 841 $24K
SOA Wealth Advisors, LLC. 0.00% No change 802 $23K
Transce3nd, LLC 0.01% Reduce -55.5% 800 $23K
Realta Investment Advisors 0.01% Reduce -24.3% 703 $20K
Wayfinding Financial, LLC 0.01% New 731 $20K
Centerpoint Advisors, LLC 0.01% No change 700 $20K
Rothschild Investment LLC 0.00% No change 700 $20K
DHJJ Financial Advisors, Ltd. 0.01% No change 698 $20K
FAS Wealth Partners, Inc. 0.00% No change 683 $19K
von Borstel & Associates, Inc. 0.01% New 670 $19K
Horizon Financial Services, LLC 0.01% No change 660 $19K
PMV Capital Advisers, LLC 0.04% No change 635 $18K
Capital Analysts, LLC 0.00% No change 621 $18K
LFA - Lugano Financial Advisors SA 0.01% No change 620 $18K
Dagco, Inc. 0.01% New 618 $18K
CoreCap Advisors, LLC 0.00% No change 608 $17K
Fourth Dimension Wealth, LLC 0.01% Add +140.0% 600 $17K
BOK Financial Private Wealth, Inc. 0.00% No change 600 $17K
Coston, McIsaac & Partners 0.01% No change 611 $17K
SVB Wealth LLC 0.00% New 572 $16K
Sage Mountain Advisors LLC 0.00% New 543 $15K
Glass Jacobson Investment Advisors llc 0.00% No change 470 $15K
HighMark Wealth Management LLC 0.01% No change 525 $15K
Sound Financial Strategies Group, LLC 0.01% New 506 $14K
Aventura Private Wealth, LLC 0.01% Add +151.5% 503 $14K
Bellevue Asset Management, LLC 0.01% No change 501 $14K
CarsonAllaria Wealth Management, Ltd. 0.01% New 500 $14K
TD Capital Management LLC 0.00% No change 492 $14K
Russell Investments Group, Ltd. 0.00% Reduce -3.8% 481 $14K
Private Trust Co. NA 0.00% No change 470 $13K
AE Wealth Management LLC 0.00% Reduce -11.7% 438 $12K
GHP Investment Advisors, Inc. 0.00% No change 415 $12K
Stone House Investment Management, LLC 0.00% New 414 $12K
NBT Bank, N.A. 0.00% No change 414 $12K
Costello Asset Management, INC 0.00% New 405 $12K
Princeton Global Asset Management LLC 0.00% No change 400 $11K
NFSG Corp 0.00% No change 400 $11K
Bell Investment Advisors, Inc 0.00% No change 396 $11K
St Germain D J Co. Inc. 0.00% No change 385 $11K
Albion Financial Group 0.00% No change 376 $11K
Accredited Wealth Management, LLC 0.01% Reduce -69.8% 375 $11K
Cedar Mountain Advisors, LLC 0.00% New 350 $10K
Provenance Wealth Advisors, LLC 0.00% No change 348 $10K
Aptus Capital Advisors, LLC 0.00% Reduce -46.4% 347 $10K
Synergy Investment Management, LLC 0.00% New 347 $10K
Painted Porch Advisors LLC 0.00% Add +50.7% 339 $10K
Ancora Advisors LLC 0.00% No change 335 $10K
Bogart Wealth, LLC 0.00% No change 314 $9K
AllSquare Wealth Management LLC 0.01% No change 300 $9K
Running Point Capital Advisors, LLC 0.00% New 295 $8K
Dynamic Wealth Strategies, LLC 0.01% New 278 $8K
Sierra Ocean, LLC 0.01% No change 277 $8K
Pin Oak Investment Advisors Inc. 0.01% No change 234 $7K
Toth Financial Advisory Corp. 0.00% Reduce -9.2% 238 $7K
Fiduciary Advisors, Inc. 0.01% No change 213 $6K
PSI Advisors, LLC 0.00% Reduce -63.6% 209 $6K
Clearstead Advisors, LLC 0.00% Reduce -93.5% 207 $6K
Trust Co 0.00% No change 206 $6K
JDM Financial Group LLC 0.00% No change 206 $6K
Compass Financial Services Inc 0.00% No change 200 $6K
Westside Investment Management, Inc. 0.00% No change 200 $6K
Country Trust Bank 0.00% Add +26.1% 198 $6K
Sound Income Strategies, LLC 0.00% No change 190 $5K
Sunbelt Securities, Inc. 0.00% New 170 $5K
Strategic Investment Solutions, Inc. 0.00% No change 160 $5K
Assetmark, Inc. 0.00% No change 158 $4K
Tidemark, LLC 0.00% Add +2.9% 142 $4K
IFP Advisors, Inc 0.00% No change 135 $4K
Pacific Center for Financial Services 0.00% No change 132 $4K
Harvest Fund Management Co., Ltd 0.00% No change 98 $3K
Clark Wealth Partners 0.00% No change 95 $3K
Ameritas Investment Partners, Inc. 0.00% No change 90 $3K
HHM Wealth Advisors, LLC 0.00% No change 85 $2K
Matrix Private Capital Group LLC 0.00% New 80 $2K
N.E.W. Advisory Services LLC 0.00% New 76 $2K
Game Plan Financial Advisors, LLC 0.00% No change 60 $2K
Nemes Rush Group LLC 0.00% No change 57 $2K
Pension & Wealth Management Advisors, Inc. 0.00% Reduce -65.1% 53 $2K
ROSS\JOHNSON & Associates LLC 0.02% New 50 $1K
PFG Private Wealth Management, LLC 0.00% No change 50 $1K
Lowe Wealth Advisors, LLC 0.00% No change 50 $1K
Abound Wealth Management 0.00% Add +300.0% 40 $1K
Founders Financial Alliance, LLC 0.00% Reduce -75.8% 40 $1K
Versant Capital Management, Inc 0.00% No change 37 $1K
Dunhill Financial, LLC 0.00% New 31 $882
Blue Bell Private Wealth Management, LLC 0.00% No change 28 $797
Caldwell Sutter Capital, Inc. 0.00% Add +100.0% 20 $569
Toronto Dominion Bank 0.00% New 15 $429
Eq Wealth Advisors, LLC 0.00% New 15 $427
Investors Research Corp 0.00% New 12 $345
Horizon Investments, LLC 0.00% No change 10 $285
Nvwm, LLC 0.00% No change 8 $228
Financial Management Professionals, Inc. 0.00% No change 8 $228
Hoey Investments, Inc. 0.00% New 3 $86
Proathlete Wealth Management LLC 0.00% New 3 $85
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.