Global X Robotics & ArtificiBOTZETF

13F holders, Q4 2025 (December 31)
447holders +39
56new positions
37sold out
3famous investors
$36.30avg. 13F price*

At the end of Q4 2025, 447 institutions reported holding Global X Robotics & Artifici (BOTZ) in their 13F filings, up 39 from Q3 2025. 56 opened new positions and 37 sold out. The largest holders were Bank of America Corp. ($194.4M), Morgan Stanley ($130.2M) and LPL Financial LLC ($90.4M). 3 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025 → Q4 2025

InstitutionsTotal Value
New Positions56$45.5M
Exits37$12.1M

All 13F filers, Q3 2025 → Q4 2025: 3,421,364 shares bought and 1,770,031 shares sold, net +1,651,333 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 447 holders

Bank of America Corp. 0.01% Reduce -3.6% 5,365,982 $194.4M
Morgan Stanley 0.01% Add +6.8% 3,593,928 $130.2M
LPL Financial LLC 0.02% Add +10.2% 2,495,832 $90.4M
Wells Fargo & Company 0.01% Add +6.6% 1,641,295 $59.5M
UBS Group AG 0.01% Reduce -13.8% 1,158,467 $42.0M
Mirae Asset Global Investments Co., Ltd. 0.09% Add +43.0% 896,252 $32.5M
JPMorgan Chase & Co. 0.00% Reduce -4.6% 841,372 $30.5M
Commonwealth Equity Services, LLC 0.04% Reduce -5.4% 822,894 $29.8M
Raymond James Financial Inc. 0.01% Add +25.9% 782,164 $28.3M
Barclays PLC 0.01% Add +3.2% 592,205 $21.5M
Ameriprise Financial Inc. 0.00% Add +17.0% 546,569 $19.8M
Citigroup Inc. 0.01% Add +27.4% 538,772 $19.5M
PNC Financial Services Group, Inc. 0.01% Reduce -4.7% 517,540 $18.8M
Royal Bank of Canada 0.00% Add +2.9% 510,254 $18.5M
Lido Advisors, LLC 0.07% New 458,765 $16.6M
Cetera Investment Advisers 0.02% Add +2.0% 442,347 $16.0M
Rafferty Asset Management, LLC 0.05% No change 432,764 $15.7M
Clearwater Capital Advisors, LLC 1.10% Add +0.3% 365,041 $13.2M
Modern Wealth Management, LLC 0.23% Add +9.9% 343,014 $12.4M
Susquehanna International Group, LLP 0.02% Add +477.0% 338,294 $12.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +3.3% 303,139 $11.0M
Envestnet Asset Management Inc. 0.00% Add +2.6% 290,718 $10.5M
Cambridge Investment Research Advisors, Inc. 0.03% Add +8.2% 285,582 $10.3M
Black Swift Group, LLC 1.64% Add +3.5% 271,435 $9.8M
Wealthfront Advisers LLC 0.02% Add +7.3% 259,746 $9.4M
Osaic Holdings, Inc. 0.01% Reduce -19.6% 251,003 $9.1M
Stifel Financial Corp. 0.01% Add +4.3% 238,123 $8.6M
SOL Capital Management CO 0.75% Reduce -4.7% 229,330 $8.3M
TPG Financial Advisors, LLC 2.77% Add +7.8% 228,801 $8.3M
Pinnacle Associates Ltd. 0.10% Add +7.3% 208,406 $7.6M
MML Investors Services, LLC 0.02% Reduce -11.2% 203,446 $7.4M
Kestra Advisory Services, LLC 0.03% Reduce -29.8% 190,759 $6.9M
Jones Financial Companies LLLP 0.00% Add +26.9% 180,202 $6.5M
Blair William & Co. 0.02% Add +3.9% 177,950 $6.4M
Kingswood Wealth Advisors, LLC 0.30% Add +1.9% 172,988 $6.3M
Chevy Chase Trust Holdings, LLC 0.02% New 170,202 $6.2M
Foguth Wealth Management, LLC. 0.95% — 166,808 $6.1M
Fiduciary Alliance LLC 0.32% Add +3.1% 136,861 $5.0M
Cwm, LLC 0.01% Reduce -0.9% 133,454 $4.8M
Financial Engines Advisors L.L.C. 0.01% Reduce -1.5% 130,969 $4.7M
HighTower Advisors, LLC 0.00% Reduce -0.7% 123,363 $4.5M
Sterling Investment Advisors, Ltd. 0.81% Add +1.8% 121,980 $4.4M
Pinnacle Wealth Management Advisory Group, LLC 0.30% Add +11.7% 121,194 $4.4M
Focus Partners Wealth 0.00% Add +1.8% 110,016 $4.0M
Itau Unibanco Holding S.A. 0.10% New 108,000 $4.0M
Equitable Holdings, Inc. 0.03% Add +13.4% 108,187 $3.9M
Creative Planning 0.00% Add +4.3% 106,511 $3.9M
Crestwood Advisors Group, LLC 0.06% Add +6.5% 102,877 $3.7M
Sanctuary Advisors, LLC 0.02% Add +70.0% 100,042 $3.6M
1 North Wealth Services LLC 1.27% Add +2.7% 99,419 $3.6M
Advisory Services Network, LLC 0.05% Reduce -28.9% 98,685 $3.6M
SG Americas Securities, LLC 0.00% Add +8.8% 97,971 $3.5M
Private Advisor Group, LLC 0.02% Add +2.0% 96,918 $3.5M
Bearing Point Capital, LLC 0.55% New 96,625 $3.5M
Federation des caisses Desjardins du Quebec 0.01% Add +302.1% 96,095 $3.5M
Mesirow Financial Investment Management, Inc. 0.07% Reduce -11.2% 93,539 $3.4M
Sage Capital Management, LLC 1.56% Reduce -9.3% 93,420 $3.4M
Rockefeller Capital Management L.P. 0.01% Add +9.6% 88,594 $3.2M
Fisher Asset Management 0.00% Reduce -2.3% 85,025 $3.1M
Nan Shan Life Insurance Co., Ltd. 0.09% No change 80,000 $2.9M
Park Avenue Securities LLC 0.02% Add +7.9% 79,523 $2.9M
Mariner, LLC 0.00% Reduce -13.1% 73,260 $2.7M
Brookstone Capital Management 0.03% Add +100.4% 70,320 $2.5M
D.A. Davidson & Co. 0.01% Add +444.4% 67,762 $2.5M
Tocqueville Asset Management L.P. 0.03% Reduce -0.1% 65,892 $2.4M
Orion Porfolio Solutions, LLC 0.02% Reduce -8.8% 64,268 $2.3M
NewEdge Advisors, LLC 0.01% Reduce -0.8% 62,602 $2.3M
Baird Financial Group, Inc. 0.00% Reduce -6.5% 61,558 $2.2M
Independent Financial Group, LLC 0.05% Reduce -3.2% 60,254 $2.2M
Moulton Wealth Management, Inc. 2.01% New 25,544 $2.1M
Emerald Advisors, LLC 0.24% Reduce -7.0% 48,444 $1.8M
Janney Montgomery Scott LLC 0.00% Add +18.4% 48,173 $1.7M
Goldman Sachs Group Inc. 0.00% Add +252.7% 47,617 $1.7M
Point72 Asset Management 0.00% New 47,099 $1.7M
Hancock Prospecting Pty Ltd 0.05% No change 45,766 $1.7M
Stratos Wealth Partners, LTD. 0.02% Add +10.2% 45,182 $1.6M
Wealth Enhancement Advisory Services, LLC 0.00% Add +4.4% 42,860 $1.6M
Oppenheimer & Co. Inc. 0.02% Add +0.8% 44,414 $1.6M
Scotia Capital Inc. 0.01% Add +67.0% 43,967 $1.6M
GFS Advisors, LLC 0.19% Reduce -0.3% 43,724 $1.6M
Geneos Wealth Management Inc. 0.04% No change 43,673 $1.6M
Sterling Investment Counsel, LLC 0.44% Add +1.4% 42,232 $1.5M
Intrepid Financial Planning Group LLC 0.58% Reduce -6.7% 42,080 $1.5M
Fortis Group Advisors, LLC 0.25% Add +1.4% 39,537 $1.5M
Paragon Private Wealth Management, LLC 0.45% Add +3.4% 40,683 $1.5M
Kingsview Wealth Management, LLC 0.02% Reduce -12.1% 39,527 $1.4M
Ausdal Financial Partners, Inc. 0.06% Add +2.1% 38,449 $1.4M
Strategic Advocates LLC 0.35% Reduce -2.7% 36,889 $1.3M
Prospera Financial Services Inc 0.02% Add +17.1% 36,073 $1.3M
Wealthspire Advisors, LLC 0.01% Add +17.3% 35,694 $1.3M
Arax Advisory Partners 0.04% New 33,923 $1.2M
Ameritas Advisory Services, LLC 0.04% Add +356.8% 32,141 $1.2M
CreativeOne Wealth, LLC 0.03% Reduce -24.6% 31,839 $1.2M
Cibc World Market Inc. 0.00% Reduce -0.8% 31,651 $1.1M
Arta Finance Wealth Management LLC 0.56% — 30,077 $1.1M
FineMark National Bank & Trust 0.03% Add +0.0% 30,057 $1.1M
Merit Financial Group, LLC 0.01% Reduce -13.1% 29,626 $1.1M
APS Management Group, Inc. 0.92% Reduce -12.5% 29,512 $1.1M
Concurrent Investment Advisors, LLC 0.01% Add +1.9% 29,196 $1.1M
Truist Financial Corp. 0.00% Add +3.2% 28,760 $1.0M
Flagstar Securities, Inc. 0.34% Reduce -2.1% 28,274 $1.0M
Belpointe Asset Management LLC 0.04% Add +8.0% 28,327 $1.0M
RFG Advisory, LLC 0.02% Reduce -10.0% 28,303 $1.0M
Arkadios Wealth Advisors 0.02% Add +35.1% 27,566 $999K
Wealthcare Advisory Partners LLC 0.02% Reduce -1.4% 26,982 $978K
National Bank of Canada 0.00% Add +0.5% 26,950 $976K
US Bancorp \de 0.00% No change 26,937 $976K
Phoenix Wealth Advisors 0.37% Reduce -0.2% 26,511 $960K
Castleview Partners, LLC 0.47% New 26,063 $944K
Captrust Financial Advisors 0.00% Reduce -1.1% 25,616 $928K
Kestra Private Wealth Services, LLC 0.01% Add +3.5% 25,150 $911K
Koa Wealth Management, LLC 0.61% Reduce -3.4% 24,679 $894K
EFG International AG 0.02% — 24,673 $894K
Bessemer Group Inc. 0.00% No change 24,380 $883K
AlphaCore Capital LLC 0.02% Add +127.6% 23,676 $862K
Eagle Strategies LLC 0.11% Reduce -29.5% 23,558 $854K
Resurgent Financial Advisors LLC 0.42% Reduce -2.9% 23,269 $843K
BCS Wealth Management 0.09% Add +147.4% 23,240 $842K
Mutual Advisors, LLC 0.02% Add +1.8% 23,044 $835K
U.S. Capital Wealth Advisors, LLC 0.02% Add +92.9% 22,966 $832K
Endowment Wealth Management, Inc. 0.38% Add +23.3% 22,840 $828K
&partners 0.00% Add +15.3% 22,777 $825K
COFG Advisors, LLC 0.20% — 22,776 $825K
Obsidian Cio, LLC 1.22% Reduce -94.9% 22,669 $821K
BNP Paribas Financial Markets 0.00% Reduce -19.0% 22,412 $812K
Virtue Capital Management, LLC 0.13% New 3,901 $811K
Farther Finance Advisors, LLC 0.01% Add +3.9% 22,143 $802K
Henson-Edgewater Management, LLC 0.47% — 22,130 $802K
Keystone Financial Group 0.06% Reduce -2.6% 22,026 $798K
Cerity Partners LLC 0.00% Add +32.2% 21,916 $794K
HB Wealth Management, LLC 0.01% Reduce -17.1% 21,379 $775K
Cresset Asset Management, LLC 0.00% Add +19.5% 20,987 $764K
Steward Partners Investment Advisory, LLC 0.00% Add +1.7% 20,079 $727K
MGB Wealth Management, LLC 0.21% Add +0.5% 19,959 $723K
Alteri Wealth LLC 0.23% Reduce -1.7% 19,734 $715K
Ally Invest Advisors Inc. 0.05% Reduce -2.7% 19,712 $714K
NewEdge Wealth, LLC 0.01% Reduce -1.4% 19,575 $709K
Estate Planners Group, LLC 0.31% — 19,490 $706K
Lanark Financial, Inc. 0.05% Reduce -0.7% 19,397 $703K
Mission Hills Financial Advisory, LLC 0.36% Add +5.9% 19,064 $691K
Archford Capital Strategies, LLC 0.08% Add +2.3% 18,991 $688K
Mayflower Financial Advisors, LLC 0.08% Add +1.1% 18,613 $674K
Ascentis Independent Advisors 0.11% New 18,531 $671K
Corient Private Wealth LP 0.00% Reduce -6.5% 18,205 $661K
Avior Wealth Management, LLC 0.02% Add +1.3% 18,119 $656K
Allen Capital Group, LLC 0.06% Add +0.5% 18,118 $656K
Equitable Trust Co. 0.03% No change 17,439 $632K
Choreo, LLC 0.01% Add +17.5% 17,258 $631K
LaSalle St. Investment Advisors, LLC 0.10% Reduce -1.9% 17,347 $628K
Retirement Planning Group, LLC 0.02% Reduce -6.9% 17,319 $627K
Portland Financial Advisors Inc 1.33% No change 17,291 $626K
Stephens Inc. 0.01% Add +4.3% 17,236 $624K
Advyzon Investment Management, LLC 0.07% Reduce -38.5% 17,221 $624K
BOS Asset Management, LLC 0.17% Add +13.7% 17,020 $617K
Prudential PLC 0.00% Reduce -77.2% 17,000 $616K
Thrivent Financial for Lutherans 0.00% Reduce -0.7% 16,646 $609K
Dynamic Advisor Solutions LLC 0.02% New 16,682 $604K
Verity Asset Management, Inc. 0.26% New 16,392 $594K
Alpha Wealth Funds, LLC 0.40% Reduce -2.6% 16,376 $593K
Ellis Investment Partners, LLC 0.10% Reduce -27.1% 16,287 $590K
Frisch Financial Group, Inc. 0.13% No change 15,811 $575K
FMR LLC 0.00% Add +43.1% 15,719 $569K
Wedbush Securities Inc. 0.02% Reduce -4.3% 15,553 $563K
Moors & Cabot, Inc. 0.02% Add +2.2% 15,430 $559K
Greenwich Wealth Management LLC 0.02% No change 15,187 $550K
HBW Advisory Services LLC 0.06% Reduce -6.6% 14,961 $542K
VestGen Advisors, LLC 0.02% New 14,807 $536K
KFG Wealth Management, LLC 0.07% Add +16.0% 14,737 $534K
Transatlantique Private Wealth LLC 0.16% Add +19.9% 14,508 $526K
Waverly Advisors, LLC 0.00% Add +10.9% 14,436 $523K
Summit Financial, LLC 0.01% Reduce -71.2% 14,313 $521K
Harbour Investments, Inc. 0.01% Add +0.0% 14,290 $518K
BlackRock, Inc. 0.00% Add +1954.2% 14,092 $511K
Spire Wealth Management 0.02% No change 14,053 $509K
IHT Wealth Management, LLC 0.01% Reduce -3.4% 14,031 $508K
Capital Investment Advisory Services, LLC 0.04% Reduce -2.2% 13,805 $500K
Granite Bay Wealth Management, LLC 0.12% Reduce -13.1% 13,595 $493K
Sun Group Wealth Partners 0.39% — 13,387 $485K
Visionary Wealth Advisors 0.02% Add +23.1% 13,326 $483K
One Charles Private Wealth Services, LLC 0.12% Reduce -2.3% 13,047 $473K
Great Valley Advisor Group, Inc. 0.01% Add +15.2% 12,448 $451K
Essex Financial Services, Inc. 0.03% Add +0.1% 12,405 $449K
Apollon Wealth Management, LLC 0.01% Add +16.9% 12,009 $435K
Pinnacle Financial Partners, Inc. 0.00% — 11,997 $435K
Western Wealth Management, LLC 0.02% Add +64.5% 11,841 $429K
Gladstone Institutional Advisory LLC 0.02% Reduce -11.6% 11,682 $423K
Toth Financial Advisory Corp. 0.05% Add +35.0% 11,570 $419K
Bank of Montreal 0.00% Reduce -0.1% 11,543 $418K
Laurel Oak Wealth Management, LLC 0.07% — 11,519 $417K
Beacon Financial Advisory LLC 0.09% Reduce -11.9% 10,979 $398K
Wealthcare Capital Partners, LLC 0.19% Add +1.6% 10,959 $397K
CGC Financial Services, LLC 0.11% No change 10,854 $393K
Savvy Advisors, Inc. 0.01% New 10,804 $391K
SBI Securities Co., Ltd. 0.01% Add +26.7% 10,752 $390K
Bleakley Financial Group, LLC 0.01% Add +0.6% 10,721 $388K
Key Client Fiduciary Advisors, LLC 0.13% Reduce -4.8% 10,718 $388K
Krilogy Financial LLC 0.01% No change 10,020 $380K
Signaturefd, LLC 0.01% Reduce -2.4% 10,454 $379K
Kovack Advisors, Inc. 0.02% Add +13.9% 10,309 $373K
Florida Trust Wealth Management Co 0.01% No change 10,250 $371K
David Kennon Inc 0.13% No change 10,230 $371K
Commerce Bank 0.00% No change 10,173 $369K
Optiver Holding B.V. 0.01% No change 10,000 $366K
Advantage Trust Co 0.16% Add +9.7% 10,076 $365K
Ieq Capital, LLC 0.00% New 10,055 $364K
MMBG Investment Advisors Co. 0.03% No change 10,000 $364K
Family Office Research LLC 0.15% Reduce -19.5% 9,842 $362K
Wealth Alliance, LLC 0.03% Reduce -5.2% 9,838 $356K
Holderness Investments Co. 0.07% No change 9,811 $355K
Legacy Financial Advisors, Inc. 0.05% Reduce -8.4% 9,767 $354K
PFG Investments, LLC 0.02% Reduce -2.4% 9,667 $350K
Principal Securities, Inc. 0.01% Reduce -2.6% 9,636 $349K
Quadrature Capital Ltd 0.00% New 9,492 $344K
Fortis Capital Advisors, LLC 0.05% No change 9,344 $339K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -24.9% 9,257 $335K
Jefferies Financial Group Inc. 0.00% Reduce -12.5% 9,131 $331K
Integrated Wealth Concepts LLC 0.00% Reduce -13.8% 9,117 $330K
DUTCH ASSET Corp 0.25% — 9,100 $330K
CIBC Private Wealth Group LLC 0.00% Add +5.6% 9,069 $329K
Comerica Bank 0.00% Add +13.8% 8,945 $324K
D. E. Shaw & Co. 0.00% New 8,905 $323K
Continuum Advisory, LLC 0.03% Reduce -0.2% 8,836 $320K
Certuity, LLC 0.02% Reduce -65.7% 8,795 $319K
Advocate Group LLC 0.05% Reduce -1.1% 8,567 $310K
Fortune Financial Group, Inc. 0.30% — 8,115 $307K
HighPoint Advisor Group LLC 0.01% New 8,217 $298K
Valmark Advisers, Inc. 0.00% No change 8,193 $297K
Carlson Financial, Inc. 0.17% — 8,120 $294K
Aurora Private Wealth, Inc. 0.19% — 8,083 $293K
Aureum Wealth Management, LLC 0.27% — 8,036 $291K
Triumph Capital Management 0.06% Add +35.4% 8,027 $291K
PFG Advisors 0.01% Reduce -6.5% 7,957 $288K
James J. Burns & Company, LLC 0.04% Add +0.4% 7,898 $286K
OpenArc Corporate Advisory, LLC 0.00% — 7,877 $285K
Main Street Financial Solutions, LLC 0.02% Reduce -2.8% 7,833 $284K
Snowden Capital Advisors LLC 0.01% New 7,794 $284K
Mercer Global Advisors Inc. 0.00% Reduce -7.8% 7,810 $283K
Acropolis Investment Management, LLC 0.01% New 7,718 $280K
Owen LaRue, LLC 0.11% Add +5.5% 7,629 $276K
Flagship Harbor Advisors, LLC 0.01% Add +2.2% 7,557 $274K
Brooklyn Investment Group 0.01% New 7,447 $274K
Sharkey, Howes & Javer 0.03% New 7,546 $273K
Fullerton Advisors, LLC 0.27% — 7,449 $270K
FRG Family Wealth Advisors LLC 0.04% No change 7,410 $268K
Certified Advisory Corp 0.02% Add +3.8% 7,406 $268K
Vantage Point Financial LLC 0.10% Reduce -8.4% 7,385 $268K
PACK Private Wealth, LLC 0.12% No change 7,361 $267K
Coldstream Capital Management Inc. 0.00% Reduce -5.0% 7,296 $264K
Pine Valley Investments Ltd Liability Co 0.01% Reduce -0.0% 7,197 $262K
Intelligence Driven Advisers, LLC 0.04% No change 7,200 $261K
J.W. Cole Advisors, Inc. 0.01% Add +10.7% 8,565 $260K
Apella Capital, LLC 0.01% New 7,142 $259K
Caprock Group, LLC 0.01% Add +6.1% 7,037 $256K
HUB Investment Partners, LLC 0.01% Reduce -9.3% 7,053 $256K
Sunpointe, LLC 0.08% New 7,000 $255K
Moneco Advisors, LLC 0.02% Reduce -0.2% 6,988 $253K
E&G Advisors, LLC 0.06% New 6,967 $252K
Nwam LLC 0.01% Add +8.2% 6,631 $252K
OneDigital Investment Advisors LLC 0.00% Add +10.2% 6,745 $244K
CFO4Life Group, LLC 0.03% No change 6,744 $244K
IMG Wealth Management, Inc. 0.15% Reduce -4.4% 6,678 $242K
Financial Perspectives, Inc 0.07% No change 6,676 $242K
StoneX Group Inc. 0.01% Add +0.3% 6,423 $235K
Anson Capital, Inc. 0.17% New 6,466 $234K
RMR Wealth Builders 0.02% No change 6,389 $231K
Beverly Hills Private Wealth, LLC 0.04% Reduce -22.3% 6,385 $231K
Vontobel Holding Ltd. 0.00% New 6,382 $231K
M3 Advisory Group, LLC 0.14% Add +4.6% 6,335 $230K
JB Capital LLC 0.01% No change 6,310 $229K
Exencial Wealth Advisors, LLC 0.01% Add +4.5% 6,309 $229K
Beacon Pointe Advisors, LLC 0.00% New 6,306 $228K
Perigon Wealth Management, LLC 0.00% No change 6,281 $228K
Evoke Wealth, LLC 0.00% No change 6,200 $226K
Quantinno Capital Management LP 0.00% New 6,196 $224K
Quantum Financial Planning Services, Inc. 0.08% New 6,170 $224K
Comprehensive Financial Consultants Institutional, Inc. 0.06% New 5,856 $212K
Soltis Investment Advisors LLC 0.01% New 5,811 $211K
Destiny Wealth Partners, LLC 0.02% New 5,521 $210K
Midwest Trust Co 0.00% Reduce -2.5% 5,760 $209K
Envestnet Portfolio Solutions, Inc. 0.00% New 5,737 $208K
O'shaughnessy Asset Management, LLC 0.00% Add +30.3% 5,563 $202K
GeoWealth Management, LLC 0.01% Reduce -34.7% 5,531 $200K
TD Waterhouse Canada Inc. 0.00% Add +16.2% 5,527 $200K
Stelac Advisory Services LLC 0.07% Reduce -26.7% 5,406 $197K
Powell Investment Advisors, LLC 0.07% No change 5,402 $197K
Group One Trading LLC 0.01% Add +28.3% 4,992 $181K
Winch Advisory Services, LLC 0.04% No change 4,909 $178K
Glenmede Trust Co. NA 0.00% — 4,600 $167K
IFP Advisors, Inc 0.00% Add +43.3% 4,343 $157K
Global Retirement Partners, LLC 0.00% Add +7.3% 4,122 $149K
Bartlett & Co. Wealth Management LLC 0.00% No change 4,000 $146K
Game Plan Financial Advisors, LLC 0.06% Add +6525.0% 3,975 $144K
Allworth Financial LP 0.00% Reduce -0.1% 3,847 $139K
Creative Financial Designs Inc. 0.01% Reduce -4.6% 3,775 $137K
Manchester Capital Management LLC 0.02% Add +45.1% 3,700 $134K
Armstrong Advisory Group, Inc. 0.01% No change 3,542 $128K
Hazlett, Burt & Watson, Inc. 0.04% Add +11.8% 3,539 $127K
Boreal Capital Management LLC 0.11% No change 3,308 $120K
Golden State Wealth Management, LLC 0.01% No change 3,095 $112K
Intesa Sanpaolo Wealth Management 0.02% — 3,000 $109K
Compagnie Lombard Odier SCmA 0.00% No change 3,000 $109K
MAI Capital Management 0.00% Add +11.3% 2,965 $107K
Glassman Wealth Services 0.01% No change 2,774 $101K
Brown, Lisle/Cummings, Inc. 0.02% No change 2,750 $100K
AdvisorNet Financial, Inc 0.01% Add +46.5% 2,722 $99K
Fortitude Family Office, LLC 0.02% No change 2,595 $94K
Realta Investment Advisors 0.03% Add +434.9% 2,557 $93K
International Assets Investment Management, LLC 0.01% New 2,555 $93K
EverSource Wealth Advisors, LLC 0.00% Add +529.1% 2,466 $89K
Laurel Wealth Advisors LLC 0.01% New 2,462 $89K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 2,411 $87K
Natixis 0.00% Add +0.3% 2,268 $83K
Parallel Advisors, LLC 0.00% Add +14.1% 2,296 $83K
Elevation Wealth Partners, LLC 0.03% No change 2,105 $76K
Solstein Capital, LLC 0.03% No change 2,055 $74K
Asset Dedication, LLC 0.00% No change 1,916 $69K
Archer Investment Corp 0.01% No change 1,833 $66K
Team Financial Group, LLC 0.03% No change 1,732 $63K
Atlantic Union Bankshares Corp 0.00% Add +49.2% 1,638 $59K
Blue Trust, Inc. 0.00% Reduce -1.4% 1,590 $58K
Harbor Investment Advisory, LLC 0.00% No change 1,376 $50K
Rossby Financial, LCC 0.02% Add +63.3% 1,349 $49K
Clearstead Advisors, LLC 0.00% No change 1,292 $47K
Tucker Asset Management LLC 0.01% No change 1,208 $44K
CFG Wealth Management Services, Inc. 0.04% — 1,175 $43K
GPS Wealth Strategies Group, LLC 0.04% Reduce -88.3% 1,149 $42K
Financial Freedom, LLC 0.02% No change 1,115 $40K
Nova Wealth Management, Inc. 0.03% No change 1,105 $40K
Kingdom Financial Group LLC. 0.01% New 1,091 $40K
LFA - Lugano Financial Advisors SA 0.02% No change 1,085 $39K
Strategic Wealth Advisors LLC 0.03% — 1,034 $37K
SJS Investment Consulting Inc. 0.00% New 1,010 $37K
2UniFi Bank 0.02% No change 1,000 $36K
Pittenger & Anderson Inc. 0.00% No change 995 $36K
Smithfield Trust Co 0.00% No change 1,000 $36K
Evolution Wealth Management Inc. 0.03% No change 980 $36K
First Command Advisory Services, Inc. 0.00% New 969 $35K
Smartleaf Asset Management LLC 0.00% Add +79.6% 898 $33K
CoreCap Advisors, LLC 0.00% Reduce -72.0% 885 $32K
Modus Advisors, LLC 0.01% New 854 $31K
Root Financial Partners, LLC 0.00% Add +10.7% 852 $31K
Fifth Third Bancorp 0.00% Reduce -6.2% 820 $30K
Ameriflex Group, Inc. 0.01% Add +12.7% 791 $29K
Innovative Advisory Group, LLC 0.02% Reduce -79.2% 776 $28K
Sittner & Nelson, LLC 0.01% New 749 $28K
Rothschild Investment LLC 0.00% No change 700 $25K
Centerpoint Advisors, LLC 0.01% No change 700 $25K
FAS Wealth Partners, Inc. 0.00% No change 685 $25K
Coston, McIsaac & Partners 0.01% No change 678 $24K
Horizon Financial Services, LLC 0.01% No change 660 $24K
Accordant Advisory Group Inc 0.02% Add +260.6% 649 $24K
GHP Investment Advisors, Inc. 0.00% No change 623 $23K
Dagco, Inc. 0.01% No change 618 $22K
Sound Financial Strategies Group, LLC 0.02% Add +13.6% 611 $22K
Capital Analysts, LLC 0.00% No change 621 $22K
Fourth Dimension Wealth, LLC 0.01% No change 600 $22K
DHJJ Financial Advisors, Ltd. 0.01% No change 578 $21K
Glass Jacobson Investment Advisors llc 0.01% No change 577 $21K
Sound Income Strategies, LLC 0.00% Add +167.9% 509 $20K
Aptus Capital Advisors, LLC 0.00% Add +15.0% 537 $19K
AE Wealth Management LLC 0.00% Reduce -62.7% 531 $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% No change 503 $18K
Bellevue Asset Management, LLC 0.01% No change 502 $18K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 494 $18K
TD Capital Management LLC 0.00% No change 493 $18K
Quattro Advisors LLC 0.01% — 485 $18K
Private Trust Co. NA 0.00% No change 470 $17K
Blue Bell Private Wealth Management, LLC 0.00% Add +16.6% 456 $17K
NFSG Corp 0.00% No change 450 $16K
NBT Bank, N.A. 0.00% Add +2.9% 36 $15K
Stone House Investment Management, LLC 0.00% No change 414 $15K
RMG Wealth Management LLC 0.00% New 240 $15K
Costello Asset Management, INC 0.00% No change 406 $15K
Princeton Global Asset Management LLC 0.00% No change 400 $14K
Bell Investment Advisors, Inc 0.00% No change 396 $14K
St Germain D J Co. Inc. 0.00% No change 385 $14K
MCF Advisors LLC 0.00% New 375 $14K
Albion Financial Group 0.00% No change 376 $14K
SOA Wealth Advisors, LLC. 0.00% No change 372 $13K
Cedar Mountain Advisors, LLC 0.00% No change 351 $13K
Provenance Wealth Advisors, LLC 0.00% No change 348 $13K
Lavaca Capital LLC 0.00% New 337 $12K
Ancora Advisors LLC 0.00% No change 335 $12K
Gen-Wealth Partners Inc 0.00% New 334 $12K
Private Wealth Asset Management, LLC 0.00% Add +230.0% 330 $12K
WealthShield Partners, LLC 0.00% No change 322 $12K
Bogart Wealth, LLC 0.00% No change 315 $11K
Country Trust Bank 0.00% Add +12.8% 309 $11K
Lodestone Wealth Management LLC 0.00% New 306 $11K
Signature Equity Partners, LLC 0.01% — 301 $11K
Running Point Capital Advisors, LLC 0.00% No change 295 $11K
Safe Harbor Fiduciary, LLC 0.01% — 293 $11K
Assetmark, Inc. 0.00% Add +1028.0% 282 $10K
Dynamic Wealth Strategies, LLC 0.01% No change 278 $10K
Pin Oak Investment Advisors Inc. 0.01% No change 234 $9K
CrossGen Wealth, LLC 0.01% — 228 $8K
Vision Retirement, LLC 0.00% — 225 $8K
Kilter Group LLC 0.00% No change 218 $8K
Fiduciary Advisors, Inc. 0.01% No change 214 $8K
JDM Financial Group LLC 0.00% No change 206 $7K
Trust Co 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
HHM Wealth Advisors, LLC 0.00% No change 185 $7K
Sunbelt Securities, Inc. 0.00% No change 170 $6K
Strategic Investment Solutions, Inc. 0.00% No change 160 $6K
Purpose Unlimited Inc. 0.00% — 150 $5K
First Community Trust NA 0.00% New 142 $5K
Winthrop Capital Management, LLC 0.00% No change 146 $5K
Tidemark, LLC 0.00% No change 133 $5K
Pacific Center for Financial Services 0.00% No change 132 $5K
Hilton Head Capital Partners, LLC 0.00% — 125 $5K
CNB Bank 0.00% No change 112 $4K
Motiv8 Investments LLC 0.00% New 100 $4K
Harvest Fund Management Co., Ltd 0.00% No change 98 $4K
Harbor Asset Planning, Inc. 0.00% New 100 $4K
Financial Consulate, Inc. 0.00% No change 100 $4K
SageView Advisory Group, LLC 0.00% New 92 $3K
Ameritas Investment Partners, Inc. 0.00% No change 90 $3K
Matrix Private Capital Group LLC 0.00% No change 80 $3K
Entrust Financial LLC 0.00% — 80 $3K
N.E.W. Advisory Services LLC 0.00% Reduce -46.4% 74 $3K
Darwin Wealth Management, LLC 0.00% New 70 $3K
Ankerstar Wealth, LLC 0.00% — 68 $2K
Comprehensive Financial Planning, Inc. 0.00% New 66 $2K
CX Institutional 0.00% No change 56 $2K
ROSS\JOHNSON & Associates LLC 0.03% No change 50 $2K
Strategic Wealth Partners, Ltd. 0.00% New 50 $2K
Founders Financial Alliance, LLC 0.00% Reduce -75.8% 40 $1K
Dunhill Financial, LLC 0.00% No change 31 $1K
Clark Wealth Partners 0.00% No change 30 $1K
Caldwell Sutter Capital, Inc. 0.00% No change 30 $1K
Strive Financial Group ,LLC 0.00% — 26 $948
Proathlete Wealth Management LLC 0.00% Add +27.8% 23 $834
SHP Wealth Management 0.00% — 20 $725
Quent Capital, LLC 0.00% New 20 $725
Investors Research Corp 0.00% No change 12 $440
Abound Wealth Management 0.00% No change 10 $363
Financial Management Professionals, Inc. 0.00% No change 8 $292
Nvwm, LLC 0.00% No change 8 $290
Horizon Investments, LLC 0.00% No change 7 $254
Toronto Dominion Bank 0.00% New 5 $198
Versant Capital Management, Inc 0.00% No change 5 $165
Hoey Investments, Inc. 0.00% No change 3 $109
Roble, Belko & Company, Inc 0.00% Reduce -50.0% 2 $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.