Global X Robotics & ArtificiBOTZETF
13F holders, Q3 2025 (September 30)408holders +23
53new positions
28sold out
3famous investors
$35.42avg. 13F price*
At the end of Q3 2025, 408 institutions reported holding Global X Robotics & Artifici (BOTZ) in their 13F filings, up 23 from Q2 2025. 53 opened new positions and 28 sold out. The largest holders were Bank of America Corp. ($197.2M), Morgan Stanley ($119.2M) and LPL Financial LLC ($80.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset Management'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $16.7M |
| Exits | 28 | $6.7M |
All 13F filers, Q2 2025 → Q3 2025: 2,296,376 shares bought and 1,485,558 shares sold, net +810,818 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 408 holders
| Bank of America Corp. | 0.01% | Reduce -5.4% | 5,566,896 | $197.2M |
| Morgan Stanley | 0.01% | Add +7.9% | 3,363,977 | $119.2M |
| LPL Financial LLC | 0.02% | Reduce -2.0% | 2,264,765 | $80.2M |
| Wells Fargo & Company | 0.01% | Add +14.7% | 1,539,569 | $54.5M |
| UBS Group AG | 0.01% | Reduce -5.5% | 1,344,358 | $47.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.9% | 882,139 | $31.3M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -4.5% | 869,506 | $30.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Reduce -8.5% | 626,882 | $22.2M |
| Raymond James Financial Inc. | 0.01% | Add +2.3% | 621,116 | $22.0M |
| Barclays PLC | 0.01% | Reduce -3.7% | 573,868 | $20.3M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -1.9% | 542,921 | $19.2M |
| Royal Bank of Canada | 0.00% | Add +16.2% | 495,768 | $17.6M |
| Ameriprise Financial Inc. | 0.00% | Add +5.9% | 467,201 | $16.5M |
| Obsidian Cio, LLC | 2.07% | Add +181.7% | 445,236 | $15.8M |
| Cetera Investment Advisers | 0.02% | Add +26.3% | 433,511 | $15.4M |
| Rafferty Asset Management, LLC | 0.05% | Reduce -0.2% | 432,764 | $15.3M |
| Citigroup Inc. | 0.01% | Add +3.0% | 422,971 | $15.0M |
| Clearwater Capital Advisors, LLC | 1.10% | Add +0.4% | 363,840 | $12.9M |
| Modern Wealth Management, LLC | 0.22% | Add +12.1% | 312,167 | $11.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.5% | 311,997 | $10.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.9% | 293,346 | $10.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.4% | 283,421 | $10.0M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -22.2% | 271,685 | $9.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +8.4% | 264,022 | $9.4M |
| Black Swift Group, LLC | 1.64% | Add +24.0% | 262,190 | $9.3M |
| Wealthfront Advisers LLC | 0.02% | Add +12.8% | 242,081 | $8.6M |
| SOL Capital Management CO | 0.76% | Reduce -2.1% | 240,522 | $8.5M |
| MML Investors Services, LLC | 0.02% | Add +5.4% | 229,117 | $8.1M |
| Stifel Financial Corp. | 0.01% | Add +12.6% | 228,303 | $8.1M |
| TPG Financial Advisors, LLC | 2.80% | Add +0.1% | 212,330 | $7.5M |
| Pinnacle Associates Ltd. | 0.09% | Add +6.4% | 194,144 | $6.9M |
| Blair William & Co. | 0.02% | Reduce -2.0% | 171,238 | $6.1M |
| Kingswood Wealth Advisors, LLC | 0.36% | Add +242.7% | 169,675 | $6.0M |
| Jones Financial Companies LLLP | 0.00% | Add +26.8% | 141,959 | $4.9M |
| Advisory Services Network, LLC | 0.07% | Add +123.7% | 138,741 | $4.9M |
| Cwm, LLC | 0.01% | Add +10.1% | 134,685 | $4.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -5.7% | 133,012 | $4.7M |
| Fiduciary Alliance LLC | 0.32% | Add +16.0% | 132,743 | $4.7M |
| HighTower Advisors, LLC | 0.01% | Add +17.2% | 124,193 | $4.4M |
| Sterling Investment Advisors, Ltd. | 0.83% | Add +0.1% | 119,785 | $4.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.29% | Add +7.2% | 108,530 | $3.8M |
| Focus Partners Wealth | 0.01% | Reduce -0.9% | 108,023 | $3.8M |
| Mesirow Financial Investment Management, Inc. | 0.07% | Add +5.0% | 105,387 | $3.7M |
| Sage Capital Management, LLC | 1.64% | Reduce -0.3% | 102,972 | $3.6M |
| Creative Planning | 0.00% | Reduce -0.7% | 102,116 | $3.6M |
| 1 North Wealth Services LLC | 1.40% | Reduce -3.1% | 96,766 | $3.4M |
| Crestwood Advisors Group, LLC | 0.06% | Reduce -1.3% | 96,554 | $3.4M |
| Equitable Holdings, Inc. | 0.02% | Add +18.4% | 95,366 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.2% | 95,025 | $3.4M |
| SG Americas Securities, LLC | 0.01% | New | 90,049 | $3.2M |
| Fisher Asset Management | 0.00% | Reduce -7.2% | 87,017 | $3.1M |
| Mariner, LLC | 0.00% | Reduce -7.0% | 84,281 | $3.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +18.8% | 80,854 | $2.9M |
| Nan Shan Life Insurance Co., Ltd. | 0.06% | Reduce -27.3% | 80,000 | $2.8M |
| Prudential PLC | 0.02% | Add +19.2% | 74,600 | $2.6M |
| Park Avenue Securities LLC | 0.02% | Add +7.2% | 73,715 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +18.3% | 70,454 | $2.5M |
| Tocqueville Asset Management L.P. | 0.03% | Add +0.2% | 65,987 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.4% | 65,870 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Add +3.1% | 63,075 | $2.2M |
| Independent Financial Group, LLC | 0.05% | Reduce -0.7% | 62,240 | $2.2M |
| Tidal Investments LLC | 0.01% | New | 60,349 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +6.4% | 58,855 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -62.1% | 58,634 | $2.1M |
| Emerald Advisors, LLC | 0.24% | Add +7.8% | 52,104 | $1.8M |
| Summit Financial, LLC | 0.03% | Add +4.0% | 49,645 | $1.8M |
| Renaissance Technologies | 0.00% | Add +228.2% | 47,594 | $1.7M |
| Hancock Prospecting Pty Ltd | 0.05% | No change | 45,766 | $1.6M |
| Intrepid Financial Planning Group LLC | 0.61% | Reduce -0.2% | 45,092 | $1.6M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -24.7% | 44,973 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +16.0% | 44,075 | $1.6M |
| GFS Advisors, LLC | 0.20% | Add +2.1% | 43,855 | $1.6M |
| Geneos Wealth Management Inc. | 0.04% | No change | 43,673 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.5% | 41,071 | $1.5M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -23.0% | 42,253 | $1.5M |
| Sterling Investment Counsel, LLC | 0.47% | Add +23.8% | 41,634 | $1.5M |
| Fortis Group Advisors, LLC | 0.25% | New | 38,976 | $1.5M |
| Cubist Systematic Strategies, LLC | 0.02% | Add +102.6% | 41,205 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.8% | 41,016 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +12.0% | 40,690 | $1.4M |
| Paragon Private Wealth Management, LLC | 0.46% | Add +37.6% | 39,353 | $1.4M |
| Strategic Advocates LLC | 0.35% | Reduce -6.4% | 37,899 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +9.8% | 37,653 | $1.3M |
| Brookstone Capital Management | 0.01% | Add +12.0% | 35,092 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Reduce -5.3% | 34,096 | $1.2M |
| APS Management Group, Inc. | 1.06% | — | 33,732 | $1.2M |
| Eagle Strategies LLC | 0.16% | Add +12.7% | 33,413 | $1.2M |
| Cibc World Market Inc. | 0.00% | Add +18.0% | 31,900 | $1.1M |
| RFG Advisory, LLC | 0.02% | Add +66.6% | 31,451 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +129.3% | 30,799 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -17.4% | 30,442 | $1.1M |
| FineMark National Bank & Trust | 0.03% | New | 30,050 | $1.1M |
| Flagstar Securities, Inc. | 0.31% | Reduce -9.6% | 28,890 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -4.4% | 28,648 | $1.0M |
| Advyzon Investment Management, LLC | 0.17% | Add +24.8% | 28,018 | $993K |
| Truist Financial Corp. | 0.00% | Add +6.7% | 27,876 | $988K |
| BNP Paribas Financial Markets | 0.00% | Reduce -30.3% | 27,657 | $980K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -1.4% | 27,353 | $969K |
| US Bancorp \de | 0.00% | Add +3.4% | 26,937 | $954K |
| National Bank of Canada | 0.00% | Reduce -4.7% | 26,821 | $950K |
| Freedom Investment Management, Inc. | 0.25% | Reduce -21.8% | 26,683 | $945K |
| Phoenix Wealth Advisors | 0.36% | Add +0.2% | 26,561 | $941K |
| Scotia Capital Inc. | 0.00% | Reduce -25.4% | 26,322 | $933K |
| Belpointe Asset Management LLC | 0.04% | Add +64.6% | 26,240 | $930K |
| Captrust Financial Advisors | 0.00% | Reduce -1.8% | 25,911 | $918K |
| HB Wealth Management, LLC | 0.01% | Add +40.5% | 25,782 | $913K |
| Certuity, LLC | 0.06% | Reduce -2.9% | 25,626 | $908K |
| Koa Wealth Management, LLC | 0.67% | New | 25,542 | $905K |
| Simplex Trading, LLC | 0.02% | Add +476.3% | 25,119 | $889K |
| Bessemer Group Inc. | 0.00% | No change | 24,380 | $864K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -4.0% | 24,306 | $861K |
| Resurgent Financial Advisors LLC | 0.42% | Add +47.5% | 23,957 | $849K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -5.4% | 23,897 | $847K |
| Mutual Advisors, LLC | 0.02% | Reduce -8.7% | 22,642 | $846K |
| Keystone Financial Group | 0.06% | Add +16.8% | 22,613 | $801K |
| Ellis Investment Partners, LLC | 0.14% | Reduce -10.4% | 22,334 | $791K |
| J Hagan Capital, Inc. | 0.47% | Add +22.0% | 21,876 | $775K |
| Farther Finance Advisors, LLC | 0.01% | Add +9.4% | 21,309 | $754K |
| NewEdge Wealth, LLC | 0.01% | Add +28.1% | 19,864 | $735K |
| Arkadios Wealth Advisors | 0.02% | Reduce -10.3% | 20,396 | $723K |
| Ally Invest Advisors Inc. | 0.05% | Add +6.1% | 20,260 | $718K |
| Alteri Wealth LLC | 0.24% | Add +18.5% | 20,080 | $711K |
| MGB Wealth Management, LLC | 0.20% | Reduce -0.9% | 19,869 | $704K |
| &partners | 0.00% | Add +1.4% | 19,760 | $700K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.8% | 19,747 | $700K |
| Lanark Financial, Inc. | 0.05% | Add +572.6% | 19,539 | $692K |
| Corient Private Wealth LP | 0.00% | Add +31.4% | 19,463 | $690K |
| Retirement Planning Group, LLC | 0.02% | Reduce -38.3% | 18,609 | $659K |
| Archford Capital Strategies, LLC | 0.08% | Reduce -12.6% | 18,558 | $658K |
| Endowment Wealth Management, Inc. | 0.30% | Add +28.6% | 18,520 | $656K |
| Mayflower Financial Advisors, LLC | 0.08% | Add +4.3% | 18,412 | $652K |
| Allen Capital Group, LLC | 0.06% | No change | 18,036 | $639K |
| Mission Hills Financial Advisory, LLC | 0.34% | Add +5.2% | 18,002 | $638K |
| Avior Wealth Management, LLC | 0.02% | Add +7.3% | 17,881 | $634K |
| Citadel Advisors | 0.00% | Add +27.2% | 17,840 | $632K |
| LaSalle St. Investment Advisors, LLC | 0.11% | Reduce -0.7% | 17,692 | $626K |
| Cresset Asset Management, LLC | 0.00% | No change | 17,567 | $622K |
| Equitable Trust Co. | 0.03% | No change | 17,439 | $618K |
| Portland Financial Advisors Inc | 1.31% | No change | 17,291 | $613K |
| Alpha Wealth Funds, LLC | 0.49% | Reduce -36.2% | 16,818 | $596K |
| Thrivent Financial for Lutherans | 0.00% | New | 16,768 | $594K |
| Cerity Partners LLC | 0.00% | Add +7.1% | 16,574 | $587K |
| Stephens Inc. | 0.01% | Add +99.3% | 16,523 | $585K |
| Wedbush Securities Inc. | 0.02% | Reduce -6.0% | 16,248 | $576K |
| HBW Advisory Services LLC | 0.06% | Add +11.1% | 16,018 | $568K |
| Frisch Financial Group, Inc. | 0.13% | Add +0.1% | 15,811 | $560K |
| Simplicity Wealth,LLC | 0.03% | Add +43.2% | 15,740 | $558K |
| Granite Bay Wealth Management, LLC | 0.14% | Reduce -85.2% | 15,651 | $555K |
| SPC Financial, Inc. | 0.04% | Reduce -46.9% | 15,211 | $539K |
| Greenwich Wealth Management LLC | 0.03% | No change | 15,187 | $538K |
| Moors & Cabot, Inc. | 0.02% | Reduce -9.0% | 15,095 | $535K |
| BOS Asset Management, LLC | 0.15% | New | 14,968 | $530K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 14,957 | $530K |
| Choreo, LLC | 0.01% | Add +16.6% | 14,693 | $521K |
| IHT Wealth Management, LLC | 0.01% | Add +5.5% | 14,531 | $515K |
| Harbour Investments, Inc. | 0.01% | Add +0.8% | 14,285 | $506K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -3.7% | 14,122 | $500K |
| Spire Wealth Management | 0.02% | Reduce -4.3% | 14,053 | $498K |
| Flow Traders U.S. LLC | 0.02% | Reduce -2.2% | 13,853 | $491K |
| Goldman Sachs Group Inc. | 0.00% | Add +1.3% | 13,502 | $478K |
| One Charles Private Wealth Services, LLC | 0.12% | Reduce -1.3% | 13,349 | $473K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -7.5% | 13,210 | $468K |
| Waverly Advisors, LLC | 0.00% | Add +39.1% | 13,021 | $461K |
| KFG Wealth Management, LLC | 0.07% | Add +13.6% | 12,705 | $450K |
| Sei Investments Co. | 0.00% | Add +63.0% | 12,534 | $444K |
| Beacon Financial Advisory LLC | 0.10% | Add +1.1% | 12,468 | $442K |
| D.A. Davidson & Co. | 0.00% | Add +8.2% | 12,447 | $441K |
| Essex Financial Services, Inc. | 0.03% | Add +1.9% | 12,389 | $439K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 12,327 | $437K |
| Family Office Research LLC | 0.19% | Add +0.1% | 12,227 | $433K |
| Transatlantique Private Wealth LLC | 0.14% | Add +0.2% | 12,101 | $429K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -10.6% | 11,906 | $422K |
| WNY Asset Management, LLC | 0.04% | Add +0.8% | 11,867 | $420K |
| Synovus Financial Corp. | 0.00% | Add +17.3% | 11,837 | $419K |
| Bank of Montreal | 0.00% | No change | 11,553 | $409K |
| Strategic Wealth Investment Group, LLC | 0.03% | New | 11,314 | $401K |
| Key Client Fiduciary Advisors, LLC | 0.13% | Add +6.3% | 11,255 | $399K |
| FMR LLC | 0.00% | Reduce -10.3% | 10,984 | $389K |
| CGC Financial Services, LLC | 0.11% | Add +12.4% | 10,854 | $385K |
| Visionary Wealth Advisors | 0.02% | Add +5.2% | 10,828 | $384K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +44.3% | 10,807 | $383K |
| Wealthcare Capital Partners, LLC | 0.18% | Add +0.1% | 10,782 | $382K |
| Signaturefd, LLC | 0.01% | Reduce -20.0% | 10,715 | $380K |
| Bleakley Financial Group, LLC | 0.01% | New | 10,658 | $378K |
| Legacy Financial Advisors, Inc. | 0.05% | New | 10,658 | $378K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -13.3% | 10,573 | $375K |
| Krilogy Financial LLC | 0.01% | New | 10,020 | $371K |
| Jefferies Financial Group Inc. | 0.00% | Add +15.3% | 10,435 | $370K |
| AlphaCore Capital LLC | 0.01% | Add +151.6% | 10,403 | $369K |
| Wealth Alliance, LLC | 0.04% | Add +20.3% | 10,374 | $368K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -10.3% | 10,269 | $364K |
| Florida Trust Wealth Management Co | 0.01% | No change | 10,250 | $363K |
| David Kennon Inc | 0.13% | No change | 10,230 | $362K |
| Commerce Bank | 0.00% | Add +4.6% | 10,173 | $360K |
| MMBG Investment Advisors Co. | 0.03% | No change | 10,000 | $354K |
| PFG Investments, LLC | 0.02% | Add +9.9% | 9,907 | $351K |
| Optiver Holding B.V. | 0.01% | New | 10,000 | $351K |
| Principal Securities, Inc. | 0.01% | Reduce -0.4% | 9,889 | $350K |
| Holderness Investments Co. | 0.07% | No change | 9,811 | $348K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +112.1% | 9,787 | $347K |
| BCS Wealth Management | 0.07% | Reduce -4.8% | 9,393 | $333K |
| Fortis Capital Advisors, LLC | 0.05% | New | 9,344 | $331K |
| Advantage Trust Co | 0.15% | No change | 9,188 | $326K |
| Kovack Advisors, Inc. | 0.03% | Add +0.7% | 9,048 | $321K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | No change | 9,000 | $319K |
| Continuum Advisory, LLC | 0.03% | Reduce -3.2% | 8,854 | $314K |
| Advocate Group LLC | 0.05% | New | 8,660 | $307K |
| CIBC Private Wealth Group LLC | 0.00% | Add +18.3% | 8,591 | $304K |
| Toth Financial Advisory Corp. | 0.03% | Add +8061.9% | 8,570 | $304K |
| PFG Advisors | 0.01% | Reduce -3.8% | 8,511 | $302K |
| SBI Securities Co., Ltd. | 0.01% | Add +60.9% | 8,485 | $301K |
| GeoWealth Management, LLC | 0.01% | Reduce -14.1% | 8,471 | $300K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -33.4% | 8,467 | $300K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -16.0% | 8,214 | $291K |
| Valmark Advisers, Inc. | 0.00% | Reduce -5.1% | 8,193 | $290K |
| Vantage Point Financial LLC | 0.11% | Add +0.8% | 8,062 | $286K |
| Main Street Financial Solutions, LLC | 0.02% | Add +1.2% | 8,061 | $286K |
| James J. Burns & Company, LLC | 0.04% | Add +2.6% | 7,868 | $279K |
| Comerica Bank | 0.00% | Add +126.8% | 7,860 | $278K |
| HUB Investment Partners, LLC | 0.01% | Reduce -14.7% | 7,777 | $276K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -28.8% | 7,738 | $274K |
| Coldstream Capital Management Inc. | 0.00% | No change | 7,680 | $272K |
| Wolverine Trading, LLC | 0.01% | New | 7,655 | $269K |
| FRG Family Wealth Advisors LLC | 0.04% | No change | 7,410 | $263K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -0.6% | 7,397 | $262K |
| Stelac Advisory Services LLC | 0.09% | No change | 7,376 | $261K |
| PACK Private Wealth, LLC | 0.12% | New | 7,361 | $261K |
| Owen LaRue, LLC | 0.10% | Reduce -32.1% | 7,229 | $256K |
| Intelligence Driven Advisers, LLC | 0.04% | No change | 7,200 | $255K |
| Western Wealth Management, LLC | 0.01% | Add +6.6% | 7,199 | $255K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Add +0.0% | 7,198 | $255K |
| Certified Advisory Corp | 0.02% | Reduce -25.2% | 7,132 | $253K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -82.4% | 7,036 | $249K |
| Moneco Advisors, LLC | 0.02% | New | 7,004 | $248K |
| IMG Wealth Management, Inc. | 0.17% | Reduce -1.1% | 6,988 | $248K |
| CFO4Life Group, LLC | 0.03% | Add +0.1% | 6,744 | $239K |
| Glenmede Investment Management, LP | 0.00% | No change | 6,740 | $239K |
| Patten & Patten Inc. | 0.01% | Add +0.0% | 6,691 | $237K |
| Financial Perspectives, Inc | 0.07% | Add +2.5% | 6,676 | $237K |
| Strategic Financial Concepts, LLC | 0.03% | New | 6,599 | $234K |
| BAM Wealth Management, LLC | 0.18% | — | 6,582 | $233K |
| Whalen Wealth Management Inc. | 0.14% | New | 6,525 | $231K |
| Nwam LLC | 0.01% | No change | 6,126 | $227K |
| StoneX Group Inc. | 0.01% | Reduce -1.3% | 6,407 | $227K |
| RMR Wealth Builders | 0.02% | Reduce -15.9% | 6,389 | $226K |
| JB Capital LLC | 0.01% | Reduce -15.1% | 6,310 | $224K |
| Caprock Group, LLC | 0.01% | — | 6,633 | $223K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -17.3% | 6,281 | $223K |
| Squarepoint Ops LLC | 0.00% | New | 6,224 | $221K |
| Evoke Wealth, LLC | 0.00% | New | 6,200 | $220K |
| Trexquant Investment LP | 0.00% | New | 6,144 | $218K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -26.1% | 6,123 | $217K |
| SteelPeak Wealth, LLC | 0.01% | New | 6,097 | $216K |
| M3 Advisory Group, LLC | 0.13% | New | 6,057 | $215K |
| Exencial Wealth Advisors, LLC | 0.01% | New | 6,038 | $214K |
| Triumph Capital Management | 0.06% | New | 5,927 | $210K |
| Midwest Trust Co | 0.00% | New | 5,910 | $209K |
| Insigneo Advisory Services, LLC | 0.01% | New | 5,666 | $201K |
| Powell Investment Advisors, LLC | 0.07% | Reduce -22.7% | 5,402 | $191K |
| Winch Advisory Services, LLC | 0.04% | Add +0.3% | 4,909 | $174K |
| TD Waterhouse Canada Inc. | 0.00% | Add +21.1% | 4,757 | $170K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.9% | 4,268 | $151K |
| Franklin Resources Inc. | 0.00% | Add +7.5% | 4,089 | $145K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 4,000 | $142K |
| IPG Investment Advisors LLC | 0.03% | New | 3,989 | $141K |
| Creative Financial Designs Inc. | 0.01% | Reduce -62.9% | 3,957 | $140K |
| Group One Trading LLC | 0.00% | New | 3,892 | $138K |
| Allworth Financial LP | 0.00% | Add +3.4% | 3,852 | $136K |
| Global Retirement Partners, LLC | 0.00% | Add +66.0% | 3,841 | $136K |
| Innovative Advisory Group, LLC | 0.09% | Reduce -5.1% | 3,733 | $132K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +41.0% | 3,542 | $126K |
| Boreal Capital Management LLC | 0.11% | No change | 3,308 | $117K |
| CoreCap Advisors, LLC | 0.00% | Add +232.7% | 3,164 | $112K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Add +1.4% | 3,164 | $112K |
| Golden State Wealth Management, LLC | 0.01% | Add +9.4% | 3,095 | $110K |
| IFP Advisors, Inc | 0.00% | Add +132.1% | 3,031 | $107K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -40.0% | 3,000 | $106K |
| Glassman Wealth Services | 0.01% | No change | 2,774 | $98K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 2,750 | $97K |
| MAI Capital Management | 0.00% | No change | 2,664 | $94K |
| Fortitude Family Office, LLC | 0.02% | Add +0.2% | 2,595 | $92K |
| Manchester Capital Management LLC | 0.01% | No change | 2,550 | $90K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 2,411 | $86K |
| Natixis | 0.00% | New | 2,262 | $80K |
| Elevation Wealth Partners, LLC | 0.03% | No change | 2,105 | $75K |
| Solstein Capital, LLC | 0.03% | No change | 2,055 | $73K |
| Parallel Advisors, LLC | 0.00% | Reduce -4.5% | 2,012 | $71K |
| North Capital, Inc. | 0.05% | Add +100.1% | 2,001 | $71K |
| Asset Dedication, LLC | 0.00% | No change | 1,916 | $68K |
| AdvisorNet Financial, Inc | 0.00% | Add +3.2% | 1,858 | $66K |
| Archer Investment Corp | 0.01% | Add +0.1% | 1,833 | $65K |
| Team Financial Group, LLC | 0.03% | Add +0.3% | 1,732 | $61K |
| Blue Trust, Inc. | 0.00% | No change | 1,612 | $57K |
| Mather Group, Llc. | 0.00% | New | 1,556 | $55K |
| AE Wealth Management LLC | 0.00% | Add +114.5% | 1,424 | $50K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,376 | $49K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,292 | $46K |
| Tucker Asset Management LLC | 0.01% | No change | 1,208 | $43K |
| Financial Freedom, LLC | 0.02% | Add +0.3% | 1,115 | $39K |
| Nova Wealth Management, Inc. | 0.03% | Add +0.2% | 1,105 | $39K |
| Atlantic Union Bankshares Corp | 0.00% | Add +20.3% | 1,098 | $39K |
| LFA - Lugano Financial Advisors SA | 0.02% | Add +75.0% | 1,085 | $38K |
| 2UniFi Bank | 0.02% | No change | 1,000 | $35K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -46.8% | 995 | $35K |
| Smithfield Trust Co | 0.00% | No change | 1,000 | $35K |
| Evolution Wealth Management Inc. | 0.04% | No change | 980 | $35K |
| Pathway Financial Advisers, LLC | 0.01% | New | 928 | $33K |
| Saranac Partners Ltd | 0.01% | New | 915 | $32K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -18.2% | 899 | $32K |
| Fifth Third Bancorp | 0.00% | Reduce -3.1% | 874 | $31K |
| Rossby Financial, LCC | 0.01% | Add +769.5% | 826 | $29K |
| Root Financial Partners, LLC | 0.00% | New | 770 | $27K |
| Centerpoint Advisors, LLC | 0.01% | No change | 700 | $25K |
| Ameriflex Group, Inc. | 0.01% | Reduce -60.8% | 702 | $25K |
| Rothschild Investment LLC | 0.00% | No change | 700 | $25K |
| BlackRock, Inc. | 0.00% | New | 686 | $24K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.3% | 685 | $24K |
| Coston, McIsaac & Partners | 0.01% | Add +4.8% | 678 | $24K |
| Horizon Financial Services, LLC | 0.01% | No change | 660 | $23K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.3% | 623 | $22K |
| Capital Analysts, LLC | 0.00% | No change | 621 | $22K |
| Dagco, Inc. | 0.01% | No change | 618 | $22K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 600 | $21K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -17.2% | 578 | $20K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.3% | 577 | $20K |
| Sound Financial Strategies Group, LLC | 0.01% | Add +3.1% | 538 | $19K |
| HighMark Wealth Management LLC | 0.01% | No change | 525 | $19K |
| Aventura Private Wealth, LLC | 0.01% | No change | 503 | $18K |
| American Wealth Advisors, LLC | 0.02% | — | 503 | $18K |
| Bellevue Asset Management, LLC | 0.01% | Add +0.2% | 502 | $18K |
| Smartleaf Asset Management LLC | 0.00% | New | 500 | $18K |
| TD Capital Management LLC | 0.00% | Add +0.2% | 493 | $17K |
| Realta Investment Advisors | 0.01% | New | 478 | $17K |
| Private Trust Co. NA | 0.00% | No change | 470 | $17K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -41.7% | 467 | $17K |
| NFSG Corp | 0.00% | Add +0.2% | 450 | $16K |
| NBT Bank, N.A. | 0.00% | Reduce -91.5% | 35 | $15K |
| Stone House Investment Management, LLC | 0.00% | No change | 414 | $15K |
| Costello Asset Management, INC | 0.00% | Add +0.3% | 406 | $14K |
| Princeton Global Asset Management LLC | 0.00% | No change | 400 | $14K |
| Bell Investment Advisors, Inc | 0.00% | No change | 396 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.6% | 392 | $14K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 391 | $14K |
| St Germain D J Co. Inc. | 0.00% | No change | 385 | $14K |
| Albion Financial Group | 0.00% | No change | 376 | $13K |
| Accredited Wealth Management, LLC | 0.01% | Add +263.2% | 1,362 | $13K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -53.6% | 372 | $13K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +0.3% | 351 | $12K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 348 | $12K |
| Ancora Advisors LLC | 0.00% | No change | 335 | $12K |
| WealthShield Partners, LLC | 0.00% | Add +0.3% | 322 | $11K |
| Bogart Wealth, LLC | 0.00% | No change | 315 | $11K |
| AllSquare Wealth Management LLC | 0.01% | No change | 300 | $11K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 295 | $10K |
| Mma Asset Management LLC | 0.00% | New | 282 | $10K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 278 | $10K |
| Country Trust Bank | 0.00% | Add +15.1% | 274 | $10K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 234 | $8K |
| Painted Porch Advisors LLC | 0.00% | No change | 225 | $8K |
| Kilter Group LLC | 0.00% | No change | 218 | $8K |
| Fiduciary Advisors, Inc. | 0.01% | Add +0.5% | 214 | $8K |
| JDM Financial Group LLC | 0.00% | No change | 206 | $7K |
| Trust Co | 0.00% | No change | 206 | $7K |
| Sound Income Strategies, LLC | 0.00% | No change | 190 | $7K |
| Compass Financial Services Inc | 0.00% | No change | 200 | $7K |
| Westside Investment Management, Inc. | 0.00% | No change | 200 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 185 | $7K |
| Accordant Advisory Group Inc | 0.00% | New | 180 | $6K |
| Sunbelt Securities, Inc. | 0.00% | New | 170 | $6K |
| Founders Financial Alliance, LLC | 0.00% | Add +312.5% | 165 | $6K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 160 | $6K |
| Winthrop Capital Management, LLC | 0.00% | New | 146 | $5K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 138 | $5K |
| Tidemark, LLC | 0.00% | No change | 133 | $5K |
| Pacific Center for Financial Services | 0.00% | No change | 132 | $5K |
| CNB Bank | 0.00% | No change | 112 | $4K |
| Financial Consulate, Inc. | 0.00% | New | 100 | $4K |
| Private Wealth Asset Management, LLC | 0.00% | New | 100 | $4K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 90 | $3K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 98 | $3K |
| Turning Point Benefit Group, Inc. | 0.00% | New | 83 | $3K |
| Premier Financial Group | 0.00% | New | 84 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +720.0% | 82 | $3K |
| Matrix Private Capital Group LLC | 0.00% | No change | 80 | $3K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | New | 70 | $2K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 60 | $2K |
| CX Institutional | 0.00% | No change | 56 | $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 |
| Financial Life Planners | 0.00% | New | 49 | $2K |
| Clark Wealth Partners | 0.00% | Reduce -68.4% | 30 | $1K |
| Dunhill Financial, LLC | 0.00% | No change | 31 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 30 | $1K |
| Assetmark, Inc. | 0.00% | New | 25 | $886 |
| Proathlete Wealth Management LLC | 0.00% | Add +100.0% | 18 | $638 |
| Perkins Coie Trust Co | 0.00% | New | 16 | $566 |
| Investors Research Corp | 0.00% | No change | 12 | $430 |
| Abound Wealth Management | 0.00% | No change | 10 | $355 |
| Financial Management Professionals, Inc. | 0.00% | No change | 8 | $284 |
| Nvwm, LLC | 0.00% | No change | 8 | $283 |
| Horizon Investments, LLC | 0.00% | No change | 7 | $248 |
| Versant Capital Management, Inc | 0.00% | Reduce -86.5% | 5 | $162 |
| Hoey Investments, Inc. | 0.00% | No change | 3 | $107 |
| Abich Financial Wealth Management LLC | 0.00% | — | 2 | $71 |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 2 | $70 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $19 |
| 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.