Global X Robotics & ArtificiBOTZETF

13F holders, Q2 2025 (June 30)
385holders +10
47new positions
37sold out
3famous investors
$32.64avg. 13F price*

At the end of Q2 2025, 385 institutions reported holding Global X Robotics & Artifici (BOTZ) in their 13F filings, up 10 from Q1 2025. 47 opened new positions and 37 sold out. The largest holders were Bank of America Corp. ($192.2M), Morgan Stanley ($101.8M) and LPL Financial LLC ($75.5M). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions47$24.0M
Exits37$32.4M

All 13F filers, Q1 2025 → Q2 2025: 3,335,753 shares bought and 2,811,546 shares sold, net +524,207 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 385 holders

Bank of America Corp. 0.02% Reduce -4.9% 5,885,901 $192.2M
Morgan Stanley 0.01% Add +3.7% 3,118,575 $101.8M
LPL Financial LLC 0.03% Add +4.6% 2,311,665 $75.5M
UBS Group AG 0.01% Reduce -26.5% 1,422,611 $46.4M
Wells Fargo & Company 0.01% Add +17.0% 1,342,508 $43.8M
JPMorgan Chase & Co. 0.00% Add +66.6% 1,012,710 $33.1M
Commonwealth Equity Services, LLC 0.04% Add +7.5% 910,310 $29.7M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +12.7% 684,877 $22.4M
Raymond James Financial Inc. 0.01% Add +0.5% 607,352 $19.8M
Barclays PLC 0.01% Add +498.3% 595,877 $19.5M
PNC Financial Services Group, Inc. 0.01% Reduce -16.2% 553,546 $18.1M
Ameriprise Financial Inc. 0.00% Add +26.1% 441,085 $14.4M
Rafferty Asset Management, LLC 0.05% Reduce -3.2% 433,742 $14.2M
Royal Bank of Canada 0.00% Reduce -9.1% 426,580 $13.9M
Citigroup Inc. 0.01% Reduce -10.5% 410,450 $13.4M
Clearwater Capital Advisors, LLC 1.08% Add +4.2% 362,407 $11.8M
Kestra Advisory Services, LLC 0.06% Add +4.7% 349,172 $11.4M
Cetera Investment Advisers 0.02% Reduce -0.3% 343,383 $11.2M
Osaic Holdings, Inc. 0.02% Reduce -13.1% 333,567 $10.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +38.9% 285,015 $9.3M
Modern Wealth Management, LLC 0.22% Add +97.9% 278,607 $9.1M
Envestnet Asset Management Inc. 0.00% Add +9.6% 263,837 $8.6M
SOL Capital Management CO 0.78% Reduce -1.1% 245,767 $8.0M
Cambridge Investment Research Advisors, Inc. 0.02% Add +10.6% 243,463 $7.9M
MML Investors Services, LLC 0.02% Reduce -8.3% 217,304 $7.1M
Wealthfront Advisers LLC 0.02% Add +3.5% 214,543 $7.0M
TPG Financial Advisors, LLC 2.77% Add +1619.6% 212,183 $6.9M
Black Swift Group, LLC 1.40% New 211,505 $6.9M
Stifel Financial Corp. 0.01% Add +12.4% 202,744 $6.6M
Pinnacle Associates Ltd. 0.09% Add +15.0% 182,445 $6.0M
Blair William & Co. 0.02% Reduce -0.6% 174,748 $5.7M
Obsidian Cio, LLC 0.75% New 158,040 $5.2M
Susquehanna International Group, LLP 0.01% Add +316.0% 154,602 $5.0M
Financial Engines Advisors L.L.C. 0.01% Add +11.7% 141,090 $4.6M
Cwm, LLC 0.01% Add +10.6% 122,308 $4.0M
Atria Wealth Solutions, Inc. 0.09% Reduce -3.4% 121,608 $4.0M
Sterling Investment Advisors, Ltd. 0.86% Add +4.3% 119,625 $3.9M
Fiduciary Alliance LLC 0.28% Add +12.7% 114,428 $3.7M
Jones Financial Companies LLLP 0.00% Add +52.4% 111,978 $3.6M
Nan Shan Life Insurance Co., Ltd. 0.08% No change 110,000 $3.6M
Focus Partners Wealth 0.01% Add +7.6% 109,025 $3.6M
Avantax Advisory Services, Inc. 0.02% Add +0.6% 106,265 $3.5M
Granite Bay Wealth Management, LLC 1.11% Reduce -13.1% 106,013 $3.5M
HighTower Advisors, LLC 0.00% Add +1.6% 105,935 $3.5M
Sage Capital Management, LLC 1.62% Reduce -1.9% 103,245 $3.4M
Creative Planning 0.00% Reduce -0.2% 102,823 $3.4M
Pinnacle Wealth Management Advisory Group, LLC 0.27% Add +31.6% 101,218 $3.3M
Mesirow Financial Investment Management, Inc. 0.06% Add +32.7% 100,353 $3.3M
1 North Wealth Services LLC 1.29% Add +0.1% 99,891 $3.3M
Crestwood Advisors Group, LLC 0.06% Add +3.0% 97,804 $3.2M
Private Advisor Group, LLC 0.02% Add +8.5% 95,217 $3.1M
Fisher Asset Management 0.00% Reduce -13.2% 93,733 $3.1M
Mariner, LLC 0.00% Add +6.8% 90,668 $3.0M
Equitable Holdings, Inc. 0.02% Reduce -6.6% 80,555 $2.6M
Park Avenue Securities LLC 0.02% Add +17.4% 68,794 $2.2M
Rockefeller Capital Management L.P. 0.00% Add +28.4% 68,071 $2.2M
Baird Financial Group, Inc. 0.00% Add +6.2% 67,480 $2.2M
Tocqueville Asset Management L.P. 0.03% Reduce -2.1% 65,852 $2.2M
Advisory Services Network, LLC 0.03% Add +4.3% 62,029 $2.1M
Independent Financial Group, LLC 0.06% Add +12.9% 62,681 $2.0M
Prudential PLC 0.01% Add +36.7% 62,600 $2.0M
NewEdge Advisors, LLC 0.01% Add +18.2% 61,177 $2.0M
Kingsview Wealth Management, LLC 0.03% Add +2.5% 59,699 $1.9M
Orion Porfolio Solutions, LLC 0.02% Add +6.9% 59,574 $1.9M
Sanctuary Advisors, LLC 0.01% Add +46.5% 55,315 $1.8M
CreativeOne Wealth, LLC 0.05% Reduce -19.9% 54,851 $1.8M
Kingswood Wealth Advisors, LLC 0.13% Add +8.1% 49,505 $1.6M
Emerald Advisors, LLC 0.20% Add +11.3% 48,312 $1.6M
Summit Financial, LLC 0.04% New 47,750 $1.6M
Hancock Prospecting Pty Ltd 0.05% No change 45,766 $1.5M
Intrepid Financial Planning Group LLC 0.62% Reduce -2.3% 45,187 $1.5M
Destiny Wealth Partners, LLC 0.20% Add +5.9% 45,011 $1.5M
Geneos Wealth Management Inc. 0.03% Reduce -1.9% 43,673 $1.4M
GFS Advisors, LLC 0.19% No change 42,961 $1.4M
Foguth Wealth Management, LLC. 0.30% Reduce -9.3% 42,643 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -14.0% 41,696 $1.4M
Signal Advisors Wealth, LLC 0.11% Add +11.2% 41,644 $1.4M
Stratos Wealth Partners, LTD. 0.02% Add +4.2% 40,705 $1.3M
Strategic Advocates LLC 0.39% Reduce -2.4% 40,494 $1.3M
Ameritas Advisory Services, LLC 0.07% Reduce -3.8% 40,053 $1.3M
BNP Paribas Financial Markets 0.00% Reduce -65.0% 39,704 $1.3M
Oppenheimer & Co. Inc. 0.02% Add +8.1% 37,982 $1.2M
Wealthspire Advisors, LLC 0.01% Reduce -10.6% 36,860 $1.2M
Janney Montgomery Scott LLC 0.00% Reduce -2.7% 36,318 $1.2M
Merit Financial Group, LLC 0.01% Reduce -15.4% 36,011 $1.2M
Scotia Capital Inc. 0.01% Add +67.4% 35,269 $1.2M
Ausdal Financial Partners, Inc. 0.07% New 34,286 $1.1M
Freedom Investment Management, Inc. 0.09% Add +1.1% 34,119 $1.1M
Sterling Investment Counsel, LLC 0.64% Reduce -19.1% 33,627 $1.1M
Flagstar Securities, Inc. 0.29% Add +0.0% 31,939 $1.0M
Brookstone Capital Management 0.01% Add +27.1% 31,321 $1.0M
Retirement Planning Group, LLC 0.04% Reduce -36.1% 30,154 $985K
Concurrent Investment Advisors, LLC 0.02% Reduce -51.4% 29,965 $978K
Eagle Strategies LLC 0.15% Add +4.9% 29,650 $968K
SPC Financial, Inc. 0.08% Add +0.9% 28,621 $934K
Paragon Private Wealth Management, LLC 0.37% Reduce -7.3% 28,603 $934K
National Bank of Canada 0.00% Reduce -1.0% 28,137 $919K
Wealthcare Advisory Partners LLC 0.02% Reduce -11.5% 27,740 $906K
Cibc World Market Inc. 0.00% Add +1.2% 27,026 $882K
Phoenix Wealth Advisors 0.36% Reduce -1.2% 26,504 $865K
Certuity, LLC 0.08% No change 26,398 $862K
Captrust Financial Advisors 0.00% Reduce -3.7% 26,382 $861K
Alpha Wealth Funds, LLC 0.81% Reduce -3.7% 26,367 $861K
Truist Financial Corp. 0.00% Add +9.4% 26,119 $853K
Mutual Advisors, LLC 0.02% Add +92.5% 24,799 $851K
US Bancorp \de 0.00% Reduce -11.3% 26,042 $850K
Kestra Private Wealth Services, LLC 0.01% Add +30.9% 25,333 $827K
Federation des caisses Desjardins du Quebec 0.00% Reduce -15.0% 25,271 $825K
Ellis Investment Partners, LLC 0.16% Add +1.3% 24,919 $814K
Bessemer Group Inc. 0.00% No change 24,380 $796K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -10.9% 23,950 $782K
Arax Advisory Partners 0.03% Add +19.4% 23,275 $760K
Arkadios Wealth Advisors 0.02% Add +6.3% 22,726 $742K
Advyzon Investment Management, LLC 0.16% Add +8.9% 22,457 $733K
Archford Capital Strategies, LLC 0.09% Reduce -7.8% 21,221 $693K
Cubist Systematic Strategies, LLC 0.01% New 20,336 $664K
MGB Wealth Management, LLC 0.22% Reduce -4.1% 20,049 $655K
&partners 0.00% New 19,480 $636K
Farther Finance Advisors, LLC 0.01% Add +250.8% 19,473 $636K
Keystone Financial Group 0.06% Add +25.9% 19,358 $632K
Ally Invest Advisors Inc. 0.05% Add +6.0% 19,102 $624K
Steward Partners Investment Advisory, LLC 0.00% Reduce -4.0% 19,017 $621K
RFG Advisory, LLC 0.01% New 18,881 $616K
HB Wealth Management, LLC 0.00% Reduce -11.7% 18,355 $599K
J Hagan Capital, Inc. 0.40% Add +73.4% 17,927 $592K
Allen Capital Group, LLC 0.06% New 18,036 $589K
LaSalle St. Investment Advisors, LLC 0.16% No change 17,823 $581K
Mayflower Financial Advisors, LLC 0.08% Add +0.3% 17,649 $576K
Cresset Asset Management, LLC 0.00% Reduce -10.8% 17,567 $575K
Equitable Trust Co. 0.03% No change 17,439 $569K
Portland Financial Advisors Inc 1.36% Reduce -0.3% 17,291 $565K
Wedbush Securities Inc. 0.02% Add +3.3% 17,281 $564K
Mission Hills Financial Advisory, LLC 0.35% Reduce -0.9% 17,107 $559K
Alteri Wealth LLC 0.21% Add +0.0% 16,941 $553K
Avior Wealth Management, LLC 0.02% Reduce -30.9% 16,669 $544K
Moors & Cabot, Inc. 0.03% Add +6.0% 16,595 $542K
Resurgent Financial Advisors LLC 0.29% Add +0.3% 16,242 $530K
Belpointe Asset Management LLC 0.02% Add +0.9% 15,946 $521K
NewEdge Wealth, LLC 0.01% Add +58.9% 15,500 $518K
Frisch Financial Group, Inc. 0.13% No change 15,793 $517K
Cerity Partners LLC 0.00% Add +11.9% 15,470 $505K
Greenwich Wealth Management LLC 0.02% No change 15,187 $496K
Sharkey, Howes & Javer 0.07% New 15,155 $495K
Corient Private Wealth LP 0.00% Reduce -85.3% 14,816 $484K
Spire Wealth Management 0.02% No change 14,683 $479K
Capital Investment Advisory Services, LLC 0.04% Reduce -1.1% 14,670 $479K
Renaissance Technologies 0.00% New 14,500 $473K
HBW Advisory Services LLC 0.06% Reduce -6.3% 14,413 $471K
Endowment Wealth Management, Inc. 0.24% Add +27.4% 14,403 $470K
Gladstone Institutional Advisory LLC 0.02% Reduce -0.9% 14,278 $466K
Flow Traders U.S. LLC 0.02% Reduce -83.5% 14,167 $463K
Harbour Investments, Inc. 0.01% Reduce -10.0% 14,177 $463K
Citadel Advisors 0.00% Reduce -71.9% 14,028 $458K
IHT Wealth Management, LLC 0.01% Reduce -20.5% 13,768 $450K
One Charles Private Wealth Services, LLC 0.12% Reduce -1.4% 13,528 $442K
Prospera Financial Services Inc 0.01% New 13,434 $439K
Signaturefd, LLC 0.01% Reduce -0.1% 13,393 $437K
Goldman Sachs Group Inc. 0.00% Add +9.5% 13,331 $435K
U.S. Capital Wealth Advisors, LLC 0.01% Add +0.5% 13,319 $435K
Mercer Global Advisors Inc. 0.00% Reduce -6.9% 12,709 $415K
Choreo, LLC 0.01% Add +9.5% 12,596 $412K
Beacon Financial Advisory LLC 0.10% Reduce -16.5% 12,339 $403K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -20.4% 12,327 $402K
FMR LLC 0.00% Reduce -14.3% 12,247 $400K
Family Office Research LLC 0.19% Reduce -28.7% 12,211 $399K
Integrated Wealth Concepts LLC 0.00% Add +0.4% 12,200 $398K
Essex Financial Services, Inc. 0.03% Add +20.2% 12,157 $397K
Transatlantique Private Wealth LLC 0.14% Add +12.2% 12,075 $394K
WNY Asset Management, LLC 0.04% Reduce -19.0% 11,772 $384K
Bank of Montreal 0.00% Add +2.9% 11,553 $377K
L.M. Kohn & Company 0.10% Add +5.4% 11,506 $376K
D.A. Davidson & Co. 0.00% New 11,505 $376K
Apollon Wealth Management, LLC 0.01% Reduce -2.3% 11,444 $374K
KFG Wealth Management, LLC 0.06% Add +2.0% 11,181 $365K
Simplicity Wealth,LLC 0.01% No change 10,993 $359K
J.W. Cole Advisors, Inc. 0.01% New 10,862 $355K
Wealthcare Capital Partners, LLC 0.18% Reduce -2.4% 10,767 $352K
Creative Financial Designs Inc. 0.03% Reduce -21.8% 10,676 $349K
Owen LaRue, LLC 0.15% No change 10,650 $348K
Key Client Fiduciary Advisors, LLC 0.14% Add +6.3% 10,592 $346K
Visionary Wealth Advisors 0.02% Add +9.8% 10,294 $336K
Florida Trust Wealth Management Co 0.01% Reduce -10.1% 10,250 $335K
David Kennon Inc 0.12% No change 10,230 $334K
Synovus Financial Corp. 0.00% New 10,092 $330K
MMBG Investment Advisors Co. 0.03% No change 10,000 $327K
Principal Securities, Inc. 0.01% Add +200.6% 9,928 $324K
BCS Wealth Management 0.07% Add +27.4% 9,862 $322K
GeoWealth Management, LLC 0.01% Reduce -13.1% 9,857 $322K
Holderness Investments Co. 0.07% Reduce -3.4% 9,811 $320K
Beverly Hills Private Wealth, LLC 0.06% Reduce -12.6% 9,776 $319K
Commerce Bank 0.00% Reduce -4.9% 9,723 $317K
CGC Financial Services, LLC 0.11% No change 9,654 $315K
CW Advisors, LLC 0.00% Add +17.4% 9,615 $314K
Certified Advisory Corp 0.03% Add +0.1% 9,531 $311K
Waverly Advisors, LLC 0.00% New 9,358 $306K
Advantage Trust Co 0.15% No change 9,188 $300K
Continuum Advisory, LLC 0.04% Reduce -20.9% 9,144 $299K
HUB Investment Partners, LLC 0.01% Reduce -8.7% 9,116 $298K
Jefferies Financial Group Inc. 0.01% Add +20.4% 9,051 $296K
PFG Investments, LLC 0.02% Add +1.8% 9,012 $294K
Vanguard Personalized Indexing Management, LLC 0.00% No change 9,000 $294K
Kovack Advisors, Inc. 0.03% Reduce -0.8% 8,987 $293K
PFG Advisors 0.01% Reduce -8.7% 8,847 $289K
Valmark Advisers, Inc. 0.00% New 8,634 $282K
Wealth Alliance, LLC 0.03% Add +0.0% 8,622 $282K
Perennial Investment Advisors, LLC 0.03% Reduce -11.4% 8,491 $277K
Stephens Inc. 0.00% Add +8.2% 8,289 $271K
OneDigital Investment Advisors LLC 0.00% Add +7.7% 8,280 $270K
Venturi Wealth Management, LLC 0.01% New 8,219 $268K
Aurora Private Wealth, Inc. 0.20% New 8,073 $264K
Financial Advocates Investment Management 0.02% Reduce -1.5% 8,007 $261K
Vantage Point Financial LLC 0.11% No change 8,002 $261K
Main Street Financial Solutions, LLC 0.02% Reduce -63.9% 7,968 $260K
Sei Investments Co. 0.00% New 7,690 $251K
Coldstream Capital Management Inc. 0.00% Reduce -0.2% 7,680 $251K
James J. Burns & Company, LLC 0.04% New 7,667 $250K
RMR Wealth Builders 0.02% New 7,598 $248K
Perigon Wealth Management, LLC 0.01% Reduce -18.4% 7,595 $248K
Great Valley Advisor Group, Inc. 0.01% Reduce -16.9% 7,491 $244K
Flagship Harbor Advisors, LLC 0.01% Reduce -20.1% 7,442 $243K
JB Capital LLC 0.01% Reduce -1.0% 7,431 $243K
FRG Family Wealth Advisors LLC 0.04% No change 7,410 $242K
Stelac Advisory Services LLC 0.09% Reduce -23.9% 7,376 $241K
CIBC Private Wealth Group LLC 0.00% Reduce -38.6% 7,262 $237K
Pine Valley Investments Ltd Liability Co 0.01% Add +0.4% 7,197 $235K
Intelligence Driven Advisers, LLC 0.04% New 7,200 $235K
IMG Wealth Management, Inc. 0.18% Add +0.1% 7,062 $231K
Powell Investment Advisors, LLC 0.09% Add +29.4% 6,992 $229K
Western Wealth Management, LLC 0.01% New 6,754 $221K
Glenmede Investment Management, LP 0.00% — 6,740 $220K
CFO4Life Group, LLC 0.03% New 6,739 $220K
Patten & Patten Inc. 0.01% New 6,688 $218K
Financial Perspectives, Inc 0.06% Add +9.7% 6,516 $213K
StoneX Group Inc. 0.01% New 6,488 $212K
Nwam LLC 0.01% New 6,126 $205K
EP Wealth Advisors, LLC 0.00% New 6,268 $205K
Ethos Financial Group, LLC 0.02% New 6,121 $200K
Brooklyn Investment Group 0.02% New 7,400 $179K
SBI Securities Co., Ltd. 0.01% Add +20.8% 5,273 $172K
Compagnie Lombard Odier SCmA 0.00% Add +25.0% 5,000 $163K
Winch Advisory Services, LLC 0.04% No change 4,897 $160K
GPS Wealth Strategies Group, LLC 0.02% Add +4.7% 4,615 $151K
Simplex Trading, LLC 0.00% New 4,359 $142K
O'shaughnessy Asset Management, LLC 0.00% Reduce -43.9% 4,229 $138K
AlphaCore Capital LLC 0.01% New 4,134 $135K
Bartlett & Co. Wealth Management LLC 0.00% No change 4,000 $131K
Innovative Advisory Group, LLC 0.11% Reduce -0.6% 3,933 $128K
TD Waterhouse Canada Inc. 0.00% Reduce -0.3% 3,928 $126K
Franklin Resources Inc. 0.00% Add +23.5% 3,805 $124K
Allworth Financial LP 0.00% No change 3,726 $122K
Comerica Bank 0.00% Reduce -46.6% 3,465 $113K
Boreal Capital Management LLC 0.10% — 3,308 $108K
Hazlett, Burt & Watson, Inc. 0.04% Reduce -7.4% 3,119 $103K
Lanark Financial, Inc. 0.01% Add +3.3% 2,905 $94K
Golden State Wealth Management, LLC 0.01% Reduce -4.9% 2,828 $92K
Glassman Wealth Services 0.01% No change 2,774 $91K
Brown, Lisle/Cummings, Inc. 0.02% Add +1.9% 2,750 $90K
MAI Capital Management 0.00% Add +9.9% 2,664 $87K
Fortitude Family Office, LLC 0.03% No change 2,589 $85K
Manchester Capital Management LLC 0.01% No change 2,550 $83K
Armstrong Advisory Group, Inc. 0.01% Add +31.9% 2,512 $82K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 2,411 $79K
Global Retirement Partners, LLC 0.00% — 2,314 $76K
Parallel Advisors, LLC 0.00% Add +76.3% 2,107 $69K
Elevation Wealth Partners, LLC 0.03% No change 2,105 $69K
Solstein Capital, LLC 0.03% No change 2,055 $67K
Asset Dedication, LLC 0.00% No change 1,916 $63K
Pittenger & Anderson Inc. 0.00% No change 1,870 $61K
Archer Investment Corp 0.01% Reduce -33.6% 1,832 $60K
AdvisorNet Financial, Inc 0.00% No change 1,800 $59K
Ameriflex Group, Inc. 0.03% Reduce -64.8% 1,791 $58K
Team Financial Group, LLC 0.03% New 1,727 $56K
Slocum, Gordon & Co LLP 0.05% No change 1,724 $56K
Blue Trust, Inc. 0.00% Reduce -97.2% 1,612 $53K
Harbor Investment Advisory, LLC 0.00% No change 1,376 $45K
IFP Advisors, Inc 0.00% Add +867.4% 1,306 $43K
Clearstead Advisors, LLC 0.00% Add +524.1% 1,292 $42K
Tucker Asset Management LLC 0.01% New 1,208 $39K
Financial Freedom, LLC 0.02% No change 1,112 $36K
Nova Wealth Management, Inc. 0.03% No change 1,103 $36K
Salem Investment Counselors Inc. 0.00% No change 1,099 $36K
Smithfield Trust Co 0.00% No change 1,000 $33K
North Capital, Inc. 0.03% New 1,000 $33K
2UniFi Bank 0.02% No change 1,000 $33K
Evolution Wealth Management Inc. 0.04% — 980 $32K
CoreCap Advisors, LLC 0.00% Add +56.4% 951 $31K
Total Investment Management Inc. 0.00% New 925 $30K
Atlantic Union Bankshares Corp 0.00% New 913 $30K
Fifth Third Bancorp 0.00% No change 902 $29K
Park Square Financial Group, LLC 0.02% No change 841 $27K
Avalon Trust Co 0.00% New 832 $27K
SOA Wealth Advisors, LLC. 0.00% No change 802 $26K
Aptus Capital Advisors, LLC 0.00% Add +130.8% 801 $26K
Transce3nd, LLC 0.01% No change 800 $26K
Centerpoint Advisors, LLC 0.01% No change 700 $23K
Rothschild Investment LLC 0.00% No change 700 $23K
DHJJ Financial Advisors, Ltd. 0.01% No change 698 $23K
FAS Wealth Partners, Inc. 0.00% No change 683 $22K
AE Wealth Management LLC 0.00% Add +51.6% 664 $22K
Horizon Financial Services, LLC 0.01% No change 660 $22K
Coston, McIsaac & Partners 0.01% Add +5.9% 647 $21K
PMV Capital Advisers, LLC 0.05% No change 635 $21K
LFA - Lugano Financial Advisors SA 0.01% No change 620 $20K
Dagco, Inc. 0.01% No change 618 $20K
GHP Investment Advisors, Inc. 0.00% Add +48.2% 615 $20K
Capital Analysts, LLC 0.00% No change 621 $20K
BOK Financial Private Wealth, Inc. 0.00% No change 600 $20K
Fourth Dimension Wealth, LLC 0.01% No change 600 $20K
Glass Jacobson Investment Advisors llc 0.01% Add +22.3% 575 $19K
HighMark Wealth Management LLC 0.01% No change 525 $17K
Sound Financial Strategies Group, LLC 0.01% Add +3.2% 522 $17K
Aventura Private Wealth, LLC 0.01% No change 503 $16K
Bellevue Asset Management, LLC 0.01% No change 501 $16K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 500 $16K
TD Capital Management LLC 0.00% No change 492 $16K
Private Trust Co. NA 0.00% No change 470 $15K
Strategic Wealth Partners, Ltd. 0.00% — 450 $15K
NFSG Corp 0.00% Add +12.3% 449 $15K
Stone House Investment Management, LLC 0.00% No change 414 $14K
NBT Bank, N.A. 0.00% No change 414 $14K
Costello Asset Management, INC 0.01% No change 405 $13K
Princeton Global Asset Management LLC 0.00% No change 400 $13K
Bell Investment Advisors, Inc 0.00% No change 396 $13K
Blue Bell Private Wealth Management, LLC 0.00% Add +1296.4% 391 $13K
EverSource Wealth Advisors, LLC 0.00% Reduce -61.5% 386 $13K
St Germain D J Co. Inc. 0.00% No change 385 $13K
Albion Financial Group 0.00% No change 376 $12K
Accredited Wealth Management, LLC 0.01% No change 375 $12K
Cedar Mountain Advisors, LLC 0.00% No change 350 $11K
Provenance Wealth Advisors, LLC 0.00% No change 348 $11K
Ancora Advisors LLC 0.00% No change 335 $11K
WealthShield Partners, LLC 0.00% New 321 $10K
Colonial Trust Advisors 0.00% New 315 $10K
Bogart Wealth, LLC 0.00% Add +0.3% 315 $10K
AllSquare Wealth Management LLC 0.01% No change 300 $10K
Running Point Capital Advisors, LLC 0.00% No change 295 $10K
Dynamic Wealth Strategies, LLC 0.01% No change 278 $9K
Sierra Ocean, LLC 0.01% No change 277 $9K
Headlands Technologies LLC 0.00% New 264 $9K
Country Trust Bank 0.00% Add +20.2% 238 $8K
Painted Porch Advisors LLC 0.00% Reduce -33.6% 225 $7K
Kilter Group LLC 0.00% New 218 $7K
Fiduciary Advisors, Inc. 0.01% No change 213 $7K
Trust Co 0.00% No change 206 $7K
JDM Financial Group LLC 0.00% No change 206 $7K
Compass Financial Services Inc 0.00% No change 200 $7K
Westside Investment Management, Inc. 0.00% No change 200 $7K
Sound Income Strategies, LLC 0.00% No change 190 $6K
HHM Wealth Advisors, LLC 0.00% Add +117.7% 185 $6K
Pin Oak Investment Advisors Inc. 0.01% No change 234 $6K
Strategic Investment Solutions, Inc. 0.00% No change 160 $5K
N.E.W. Advisory Services LLC 0.00% Add +81.6% 138 $5K
Elevation Point Wealth Partners, LLC 0.00% New 135 $4K
Tidemark, LLC 0.00% Reduce -6.3% 133 $4K
Pacific Center for Financial Services 0.00% No change 132 $4K
CNB Bank 0.00% New 112 $4K
Toth Financial Advisory Corp. 0.00% Reduce -55.9% 105 $3K
Clark Wealth Partners 0.00% No change 95 $3K
Rossby Financial, LCC 0.00% New 95 $3K
Harvest Fund Management Co., Ltd 0.00% No change 98 $3K
Ameritas Investment Partners, Inc. 0.00% No change 90 $3K
Matrix Private Capital Group LLC 0.00% No change 80 $3K
Family Legacy Financial Solutions, LLC 0.00% — 75 $2K
CX Institutional 0.00% New 56 $2K
Game Plan Financial Advisors, LLC 0.00% No change 60 $2K
Pension & Wealth Management Advisors, Inc. 0.00% No change 53 $2K
ROSS\JOHNSON & Associates LLC 0.03% No change 50 $2K
Lowe Wealth Advisors, LLC 0.00% No change 50 $2K
Founders Financial Alliance, LLC 0.00% No change 40 $1K
Versant Capital Management, Inc 0.00% No change 37 $1K
Dunhill Financial, LLC 0.00% No change 31 $1K
Caldwell Sutter Capital, Inc. 0.00% Add +50.0% 30 $980
Toronto Dominion Bank 0.00% Add +53.3% 23 $750
Investors Research Corp 0.00% No change 12 $396
Abound Wealth Management 0.00% Reduce -75.0% 10 $327
Tower Research Capital LLC (TRC) 0.00% Reduce -99.1% 10 $326
Proathlete Wealth Management LLC 0.00% Add +200.0% 9 $293
Financial Management Professionals, Inc. 0.00% No change 8 $262
Nvwm, LLC 0.00% No change 8 $261
Horizon Investments, LLC 0.00% Reduce -30.0% 7 $229
Twin Peaks Wealth Advisors, LLC 0.00% New 5 $169
Hoey Investments, Inc. 0.00% No change 3 $98
Creekmur Asset Management LLC 0.00% Add +0.0% 1 $17
Roble, Belko & Company, Inc 0.00% No change 4 $0
TrinityBridge Ltd 0.00% No change 10,000 $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.