Global X Robotics & ArtificiBOTZETF
13F holders, Q1 2026 (March 31)444holders −3
44new positions
45sold out
4famous investors
$33.33avg. 13F price*
At the end of Q1 2026, 444 institutions reported holding Global X Robotics & Artifici (BOTZ) in their 13F filings, down 3 from Q4 2025. 44 opened new positions and 45 sold out. The largest holders were Bank of America Corp. ($179.1M), Morgan Stanley ($147.4M) and LPL Financial LLC ($78.7M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Global X Robotics & Artifici
- CUSIP
- 37954Y715
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $20.6M |
| Exits | 45 | $25.5M |
All 13F filers, Q4 2025 → Q1 2026: 4,065,557 shares bought and 2,561,671 shares sold, net +1,503,886 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 444 holders
| Bank of America Corp. | 0.01% | Add +0.5% | 5,392,231 | $179.1M |
| Morgan Stanley | 0.01% | Add +23.4% | 4,436,393 | $147.4M |
| LPL Financial LLC | 0.02% | Reduce -5.0% | 2,370,228 | $78.7M |
| Wells Fargo & Company | 0.01% | Add +23.0% | 2,018,174 | $67.0M |
| UBS Group AG | 0.01% | Add +12.6% | 1,304,255 | $43.3M |
| Raymond James Financial Inc. | 0.01% | Add +35.2% | 1,057,315 | $35.1M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -1.0% | 815,007 | $27.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.9% | 800,020 | $25.6M |
| Citigroup Inc. | 0.01% | Reduce -0.6% | 535,603 | $17.8M |
| Royal Bank of Canada | 0.00% | Add +1.4% | 517,391 | $17.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Reduce -46.0% | 484,337 | $16.1M |
| Lido Advisors, LLC | 0.06% | Add +1.2% | 464,224 | $15.4M |
| Barclays PLC | 0.01% | Reduce -23.8% | 451,188 | $15.0M |
| Cetera Investment Advisers | 0.02% | Add +0.7% | 445,202 | $14.8M |
| Modern Wealth Management, LLC | 0.22% | Add +10.1% | 377,783 | $12.8M |
| Clearwater Capital Advisors, LLC | 1.00% | Add +2.3% | 373,424 | $12.4M |
| Rafferty Asset Management, LLC | 0.05% | Reduce -17.0% | 359,146 | $11.9M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -31.3% | 355,806 | $11.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -38.9% | 334,211 | $11.2M |
| National Bank of Canada | 0.01% | Add +1140.6% | 334,335 | $11.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.6% | 323,150 | $10.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +8.3% | 309,350 | $10.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.9% | 299,105 | $9.9M |
| Wealthfront Advisers LLC | 0.02% | Add +10.3% | 286,460 | $9.5M |
| Cerity Partners LLC | 0.01% | Add +1063.0% | 254,893 | $8.5M |
| Jones Financial Companies LLLP | 0.00% | Add +37.2% | 247,317 | $8.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -31.0% | 233,352 | $7.8M |
| Pinnacle Associates Ltd. | 0.10% | Add +8.3% | 225,808 | $7.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -11.2% | 222,863 | $7.4M |
| Foguth Wealth Management, LLC. | 0.86% | Add +9.6% | 182,799 | $7.3M |
| TPG Financial Advisors, LLC | 2.36% | Reduce -4.5% | 218,473 | $7.3M |
| Black Swift Group, LLC | 1.25% | Reduce -20.7% | 215,180 | $7.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +7.5% | 204,993 | $6.8M |
| Nan Shan Life Insurance Co., Ltd. | 0.24% | Add +145.0% | 196,000 | $6.5M |
| Stifel Financial Corp. | 0.01% | Reduce -18.6% | 193,962 | $6.4M |
| Blair William & Co. | 0.02% | Add +3.3% | 183,769 | $6.1M |
| MML Investors Services, LLC | 0.02% | Reduce -13.9% | 175,122 | $5.8M |
| HighTower Advisors, LLC | 0.01% | Add +19.2% | 147,008 | $4.9M |
| Fiduciary Alliance LLC | 0.29% | Reduce -4.7% | 130,398 | $4.8M |
| Crestwood Advisors Group, LLC | 0.08% | Add +39.8% | 143,823 | $4.8M |
| Cwm, LLC | 0.01% | Add +3.5% | 138,083 | $4.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.31% | Add +11.2% | 134,781 | $4.5M |
| Equitable Holdings, Inc. | 0.03% | Add +9.1% | 118,053 | $4.3M |
| Sterling Investment Advisors, Ltd. | 0.75% | Add +2.0% | 124,465 | $4.1M |
| CX Institutional | 0.12% | Add +219246.4% | 122,834 | $4.1M |
| Mesirow Financial Investment Management, Inc. | 0.06% | Add +22.6% | 114,711 | $3.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -12.8% | 114,178 | $3.8M |
| Old Mission Capital LLC | 0.09% | New | 113,500 | $3.8M |
| Kingswood Wealth Advisors, LLC | 0.18% | Reduce -35.1% | 112,218 | $3.7M |
| Creative Planning | 0.00% | Add +4.6% | 111,452 | $3.7M |
| Qube Research & Technologies Ltd | 0.01% | New | 109,149 | $3.6M |
| Focus Partners Wealth | 0.00% | Reduce -1.9% | 107,968 | $3.6M |
| Prudential PLC | 0.03% | Add +534.7% | 107,900 | $3.6M |
| GFS Advisors, LLC | 0.22% | Add +16.3% | 50,845 | $3.4M |
| Sanctuary Advisors, LLC | 0.02% | Add +1.8% | 101,867 | $3.4M |
| SG Americas Securities, LLC | 0.00% | Add +3.9% | 101,760 | $3.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +4.7% | 100,586 | $3.3M |
| 1 North Wealth Services LLC | 1.18% | Reduce -0.7% | 98,770 | $3.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.8% | 95,148 | $3.2M |
| Sage Capital Management, LLC | 1.47% | Add +1.1% | 94,432 | $3.1M |
| Advisory Services Network, LLC | 0.04% | Reduce -6.0% | 92,778 | $3.1M |
| Park Avenue Securities LLC | 0.02% | Add +15.2% | 91,633 | $3.0M |
| Independent Advisor Alliance | 0.03% | New | 79,207 | $2.6M |
| Fisher Asset Management | 0.00% | Reduce -7.3% | 78,851 | $2.6M |
| Mariner, LLC | 0.00% | Add +6.5% | 78,022 | $2.6M |
| Neuberger Berman Group LLC | 0.00% | New | 77,542 | $2.6M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -20.1% | 70,805 | $2.4M |
| D.A. Davidson & Co. | 0.01% | Add +0.5% | 68,094 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +42.6% | 67,908 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +39.2% | 67,064 | $2.2M |
| Tocqueville Asset Management L.P. | 0.03% | Reduce -1.0% | 65,252 | $2.2M |
| Tucker Asset Management LLC | 0.63% | Add +5139.1% | 63,288 | $2.1M |
| Independent Financial Group, LLC | 0.05% | Add +1.6% | 61,222 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -3.7% | 60,309 | $2.0M |
| D. E. Shaw & Co. | 0.00% | Add +566.3% | 59,336 | $2.0M |
| Arax Advisory Partners | 0.05% | Add +63.0% | 55,289 | $1.8M |
| HUB Investment Partners, LLC | 0.04% | Add +652.8% | 53,097 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +6.5% | 48,108 | $1.6M |
| Fortis Group Advisors, LLC | 0.26% | Add +2.3% | 40,440 | $1.6M |
| Hancock Prospecting Pty Ltd | 0.05% | No change | 45,766 | $1.5M |
| Paragon Private Wealth Management, LLC | 0.46% | Add +9.0% | 44,347 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -0.3% | 44,303 | $1.5M |
| Emerald Advisors, LLC | 0.18% | Reduce -10.4% | 43,401 | $1.4M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -1.6% | 42,988 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.5% | 42,632 | $1.4M |
| Sterling Investment Counsel, LLC | 0.40% | Add +1.4% | 42,811 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -31.5% | 42,191 | $1.4M |
| Intrepid Financial Planning Group LLC | 0.55% | Reduce -1.7% | 41,350 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Add +4.5% | 41,312 | $1.4M |
| Wealthspire Advisors, LLC | 0.01% | Add +13.5% | 40,518 | $1.3M |
| Commerce Bank | 0.01% | Add +295.4% | 40,223 | $1.3M |
| Flow Traders U.S. LLC | 0.04% | New | 38,364 | $1.3M |
| Prospera Financial Services Inc | 0.02% | Add +2.7% | 37,051 | $1.2M |
| Acropolis Investment Management, LLC | 0.05% | Add +375.1% | 36,667 | $1.2M |
| Tepp RIA, LLC | 0.91% | New | 35,064 | $1.2M |
| Ameritas Advisory Services, LLC | 0.04% | Add +5.1% | 33,783 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Add +42.4% | 32,808 | $1.1M |
| Obsidian Cio, LLC | 0.97% | Add +43.9% | 32,630 | $1.1M |
| Cibc World Market Inc. | 0.00% | Add +2.1% | 32,321 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +7.7% | 31,446 | $1.0M |
| CreativeOne Wealth, LLC | 0.02% | Reduce -3.3% | 30,789 | $1.0M |
| HB Wealth Management, LLC | 0.01% | Add +39.6% | 29,841 | $991K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +29.2% | 29,668 | $986K |
| RFG Advisory, LLC | 0.02% | Add +3.9% | 29,419 | $977K |
| Scotia Capital Inc. | 0.00% | Reduce -33.5% | 29,244 | $971K |
| BNP Paribas Financial Markets | 0.00% | Add +27.9% | 28,668 | $952K |
| APS Management Group, Inc. | 0.81% | Reduce -3.5% | 28,477 | $946K |
| Arta Finance Wealth Management LLC | 0.45% | Reduce -8.2% | 27,626 | $918K |
| Farther Finance Advisors, LLC | 0.01% | Add +20.2% | 26,615 | $902K |
| Phoenix Wealth Advisors | 0.35% | Add +1.2% | 26,833 | $891K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -0.7% | 26,790 | $890K |
| Endowment Wealth Management, Inc. | 0.39% | Add +15.5% | 26,370 | $876K |
| Belpointe Asset Management LLC | 0.03% | Reduce -8.2% | 26,019 | $864K |
| Flagstar Securities, Inc. | 0.31% | Reduce -9.6% | 25,564 | $849K |
| Arkadios Wealth Advisors | 0.01% | Reduce -7.5% | 25,493 | $847K |
| Truist Financial Corp. | 0.00% | Reduce -14.1% | 24,704 | $821K |
| Koa Wealth Management, LLC | 0.59% | Reduce -0.6% | 24,540 | $815K |
| Bessemer Group Inc. | 0.00% | No change | 24,380 | $810K |
| EFG International AG | 0.02% | Reduce -2.2% | 24,130 | $799K |
| Eagle Strategies LLC | 0.09% | Add +1.3% | 23,866 | $793K |
| Brookstone Capital Management | 0.01% | Reduce -67.0% | 23,213 | $771K |
| GTS Securities LLC | 0.03% | New | 23,013 | $764K |
| Ascentis Independent Advisors | 0.06% | Add +19.9% | 22,227 | $738K |
| Cresset Asset Management, LLC | 0.00% | Add +5.2% | 22,087 | $734K |
| Keystone Financial Group | 0.05% | Add +0.2% | 22,064 | $733K |
| COFG Advisors, LLC | 0.18% | Reduce -3.6% | 21,963 | $730K |
| Estate Planners Group, LLC | 0.35% | Add +12.2% | 21,858 | $726K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +7.9% | 21,662 | $720K |
| Resurgent Financial Advisors LLC | 0.26% | Reduce -8.9% | 21,190 | $704K |
| Cascade Investment Group, Inc. | 0.46% | New | 20,805 | $691K |
| Western Wealth Management, LLC | 0.03% | Add +75.3% | 20,762 | $690K |
| Henson-Edgewater Management, LLC | 0.44% | Reduce -6.8% | 20,630 | $685K |
| Captrust Financial Advisors | 0.00% | Reduce -19.7% | 20,562 | $683K |
| Ascent Advisors, LLC | 1.25% | — | 13,388 | $680K |
| VestGen Advisors, LLC | 0.02% | Add +12.2% | 16,616 | $677K |
| Ally Invest Advisors Inc. | 0.04% | Add +1.3% | 19,974 | $664K |
| Allen Capital Group, LLC | 0.06% | Add +8.3% | 19,629 | $652K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +63.3% | 19,596 | $651K |
| AlphaCore Capital LLC | 0.02% | Reduce -17.6% | 19,501 | $648K |
| Corient Private Wealth LP | 0.00% | Add +6.6% | 19,414 | $645K |
| Mission Hills Financial Advisory, LLC | 0.32% | Add +0.1% | 19,079 | $634K |
| Mayflower Financial Advisors, LLC | 0.08% | Add +0.9% | 18,788 | $624K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +12.0% | 18,680 | $621K |
| Alteri Wealth LLC | 0.20% | Reduce -7.9% | 18,172 | $604K |
| Avior Wealth Management, LLC | 0.02% | Add +0.3% | 18,167 | $604K |
| Lanark Financial, Inc. | 0.05% | Reduce -6.8% | 18,077 | $601K |
| Waverly Advisors, LLC | 0.00% | Add +25.0% | 18,043 | $599K |
| FMR LLC | 0.00% | Add +11.5% | 17,526 | $582K |
| KFG Wealth Management, LLC | 0.08% | Add +18.6% | 17,484 | $581K |
| Equitable Trust Co. | 0.03% | No change | 17,439 | $579K |
| LaSalle St. Investment Advisors, LLC | 0.08% | Add +0.2% | 17,388 | $578K |
| NewEdge Wealth, LLC | 0.01% | Reduce -13.8% | 16,863 | $560K |
| BOS Asset Management, LLC | 0.14% | Reduce -1.1% | 16,828 | $559K |
| Retirement Planning Group, LLC | 0.02% | Reduce -3.7% | 16,677 | $554K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.2% | 16,452 | $547K |
| Harbour Investments, Inc. | 0.01% | Add +14.0% | 16,285 | $541K |
| Merit Financial Group, LLC | 0.00% | Reduce -45.2% | 16,240 | $540K |
| Ellis Investment Partners, LLC | 0.09% | Reduce -0.8% | 16,154 | $537K |
| Wedbush Securities Inc. | 0.02% | Add +3.1% | 16,035 | $533K |
| Stelac Advisory Services LLC | 0.11% | Add +194.9% | 15,943 | $530K |
| Choreo, LLC | 0.01% | Reduce -10.3% | 15,473 | $514K |
| Summit Financial, LLC | 0.01% | Add +7.7% | 15,417 | $512K |
| Archford Capital Strategies, LLC | 0.06% | Reduce -18.9% | 15,408 | $512K |
| HBW Advisory Services LLC | 0.05% | Add +3.0% | 15,406 | $512K |
| Frisch Financial Group, Inc. | 0.11% | Reduce -3.0% | 15,335 | $509K |
| Greenwich Wealth Management LLC | 0.02% | No change | 15,187 | $505K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +166.7% | 14,838 | $493K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -41.3% | 14,773 | $491K |
| Moors & Cabot, Inc. | 0.02% | Reduce -4.4% | 14,755 | $490K |
| Compass Capital Corp. /Ma/ | 0.18% | New | 12,275 | $490K |
| IHT Wealth Management, LLC | 0.01% | Add +4.0% | 14,594 | $485K |
| Visionary Wealth Advisors | 0.02% | Add +8.7% | 14,479 | $481K |
| Portland Financial Advisors Inc | 1.00% | Reduce -16.5% | 14,444 | $480K |
| Moneco Advisors, LLC | 0.04% | Add +105.9% | 14,386 | $478K |
| Toth Financial Advisory Corp. | 0.05% | Add +23.0% | 14,230 | $473K |
| Savvy Advisors, Inc. | 0.01% | Add +30.5% | 14,104 | $469K |
| BlackRock, Inc. | 0.00% | Add +0.0% | 14,098 | $468K |
| Spire Wealth Management | 0.02% | No change | 14,053 | $467K |
| Caprock Group, LLC | 0.01% | Add +98.2% | 13,944 | $463K |
| Beacon Financial Advisory LLC | 0.10% | Add +25.5% | 13,776 | $458K |
| One Charles Private Wealth Services, LLC | 0.11% | Add +4.2% | 13,598 | $452K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -1.8% | 13,563 | $451K |
| Granite Bay Wealth Management, LLC | 0.09% | Reduce -3.8% | 13,084 | $435K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +4.9% | 13,062 | $434K |
| Jefferies Financial Group Inc. | 0.01% | Add +38.7% | 12,665 | $421K |
| Sun Group Wealth Partners | 0.33% | Reduce -5.8% | 12,609 | $419K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +7.4% | 12,543 | $417K |
| Essex Financial Services, Inc. | 0.02% | Add +0.0% | 12,409 | $412K |
| Two Sigma Securities, LLC | 0.05% | New | 12,397 | $412K |
| Citadel Advisors | 0.00% | New | 12,335 | $410K |
| Apella Capital, LLC | 0.01% | Add +51.3% | 10,805 | $404K |
| BCS Wealth Management | 0.08% | Reduce -48.1% | 12,058 | $401K |
| Krilogy Financial LLC | 0.01% | No change | 10,020 | $368K |
| WNY Asset Management, LLC | 0.04% | — | 11,062 | $367K |
| Wealthcare Capital Partners, LLC | 0.17% | Reduce -1.5% | 10,795 | $359K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -10.1% | 10,793 | $359K |
| &partners | 0.00% | Reduce -52.7% | 10,782 | $358K |
| Key Client Fiduciary Advisors, LLC | 0.12% | Add +0.4% | 10,759 | $357K |
| Bleakley Financial Group, LLC | 0.01% | Add +0.2% | 10,739 | $357K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -83.5% | 10,634 | $353K |
| Signaturefd, LLC | 0.01% | Reduce -0.1% | 10,441 | $347K |
| Laurel Oak Wealth Management, LLC | 0.06% | Reduce -9.4% | 10,433 | $347K |
| Advantage Trust Co | 0.15% | Add +3.0% | 10,376 | $345K |
| Valmark Advisers, Inc. | 0.00% | Add +26.1% | 10,333 | $343K |
| Florida Trust Wealth Management Co | 0.01% | No change | 10,250 | $341K |
| David Kennon Inc | 0.12% | No change | 10,230 | $340K |
| Fifth Third Bancorp | 0.00% | Add +1137.2% | 10,145 | $337K |
| DUTCH ASSET Corp | 0.23% | Add +11.0% | 10,100 | $336K |
| Bank of Montreal | 0.00% | Reduce -12.5% | 10,096 | $335K |
| Ieq Capital, LLC | 0.00% | Add +0.1% | 10,063 | $334K |
| MMBG Investment Advisors Co. | 0.03% | No change | 10,000 | $332K |
| PFG Investments, LLC | 0.02% | Add +3.4% | 9,999 | $332K |
| Mercer Global Advisors Inc. | 0.00% | Add +27.7% | 9,976 | $331K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -7.8% | 9,910 | $329K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +37.5% | 9,895 | $329K |
| CGC Financial Services, LLC | 0.09% | Reduce -9.4% | 9,830 | $327K |
| Stephens Inc. | 0.00% | Reduce -43.1% | 9,813 | $326K |
| Principal Securities, Inc. | 0.00% | Add +1.8% | 9,809 | $326K |
| Quantinno Capital Management LP | 0.00% | Add +58.3% | 9,806 | $326K |
| CIBC Bancorp USA Inc. | 0.00% | — | 9,731 | $323K |
| Integrated Wealth Concepts LLC | 0.00% | Add +6.2% | 9,681 | $322K |
| Optiver Holding B.V. | 0.01% | No change | 10,000 | $320K |
| Legacy Financial Advisors, Inc. | 0.04% | Reduce -1.7% | 9,599 | $319K |
| Certuity, LLC | 0.02% | Add +7.5% | 9,459 | $314K |
| PACK Private Wealth, LLC | 0.14% | Add +25.4% | 9,234 | $307K |
| Fortis Capital Advisors, LLC | 0.04% | Reduce -1.3% | 9,223 | $306K |
| Aureum Wealth Management, LLC | 0.21% | Add +12.7% | 9,060 | $301K |
| Kovack Advisors, Inc. | 0.02% | Reduce -14.4% | 8,823 | $298K |
| DAVENPORT & Co LLC | 0.00% | New | 8,939 | $297K |
| Wealth Alliance, LLC | 0.03% | Reduce -9.7% | 8,888 | $295K |
| Continuum Advisory, LLC | 0.03% | Add +0.2% | 8,854 | $294K |
| Holderness Investments Co. | 0.06% | Reduce -10.1% | 8,825 | $293K |
| Fortune Financial Group, Inc. | 0.26% | Add +7.8% | 8,748 | $291K |
| Advocate Group LLC | 0.04% | No change | 8,567 | $285K |
| Carlson Financial, Inc. | 0.17% | Add +4.6% | 8,496 | $282K |
| HighPoint Advisor Group LLC | 0.01% | Add +0.2% | 8,234 | $274K |
| E&G Advisors, LLC | 0.06% | Add +15.7% | 8,059 | $268K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -6.2% | 8,035 | $267K |
| Aurora Private Wealth, Inc. | 0.19% | Reduce -5.6% | 7,631 | $266K |
| James J. Burns & Company, LLC | 0.04% | Add +0.5% | 7,935 | $264K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 7,833 | $260K |
| PFG Advisors | 0.01% | Reduce -2.6% | 7,752 | $258K |
| OpenArc Corporate Advisory, LLC | 0.00% | Reduce -1.6% | 7,747 | $257K |
| Coldstream Capital Management Inc. | 0.00% | Add +4.7% | 7,640 | $254K |
| SteelPeak Wealth, LLC | 0.01% | New | 7,638 | $254K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +20.1% | 7,571 | $252K |
| Fullerton Advisors, LLC | 0.26% | Add +0.4% | 7,478 | $248K |
| Brooklyn Investment Group | 0.01% | No change | 7,447 | $247K |
| Advyzon Investment Management, LLC | 0.02% | Reduce -57.3% | 7,349 | $244K |
| Kintra Wealth, LLC | 0.02% | New | 7,328 | $243K |
| Certified Advisory Corp | 0.02% | Reduce -4.2% | 7,098 | $236K |
| Sunpointe, LLC | 0.08% | No change | 7,000 | $233K |
| Bramshill Investments, LLC | 0.02% | New | 7,000 | $233K |
| US Bancorp \de | 0.00% | Reduce -74.2% | 6,951 | $231K |
| Triumph Capital Management | 0.05% | Reduce -13.7% | 6,927 | $230K |
| Owen LaRue, LLC | 0.09% | Reduce -9.2% | 6,925 | $230K |
| Renaissance Technologies | 0.00% | New | 6,900 | $229K |
| Family Office Research LLC | 0.10% | Reduce -30.9% | 6,800 | $226K |
| CFO4Life Group, LLC | 0.03% | Add +0.1% | 6,753 | $224K |
| Anson Capital, Inc. | 0.15% | Add +3.9% | 6,719 | $223K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -11.6% | 6,684 | $222K |
| Financial Perspectives, Inc | 0.06% | Add +0.1% | 6,683 | $222K |
| Evoke Wealth, LLC | 0.00% | Add +6.5% | 6,600 | $219K |
| Balyasny Asset Management L.P. | 0.00% | New | 6,600 | $219K |
| M3 Advisory Group, LLC | 0.13% | Add +3.3% | 6,546 | $217K |
| IMG Wealth Management, Inc. | 0.14% | Reduce -2.0% | 6,543 | $217K |
| Soltis Investment Advisors LLC | 0.01% | Add +11.3% | 6,469 | $215K |
| Vantage Point Financial LLC | 0.08% | Reduce -12.8% | 6,438 | $214K |
| RMR Wealth Builders | 0.02% | Add +0.2% | 6,403 | $213K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +1.4% | 6,396 | $212K |
| Beverly Hills Private Wealth, LLC | 0.04% | No change | 6,385 | $212K |
| Perigon Wealth Management, LLC | 0.00% | Add +0.3% | 6,302 | $209K |
| IFP Advisors, Inc | 0.00% | Add +44.7% | 6,285 | $209K |
| Personal Cfo Solutions, LLC | 0.03% | New | 6,209 | $206K |
| Strategic Financial Concepts, LLC | 0.05% | New | 6,205 | $206K |
| Quantum Financial Planning Services, Inc. | 0.07% | No change | 6,170 | $205K |
| Invera Wealth Advisors, LLC | 0.13% | New | 6,147 | $204K |
| TD Waterhouse Canada Inc. | 0.00% | Add +1.1% | 5,588 | $189K |
| Destiny Wealth Partners, LLC | 0.02% | Reduce -0.5% | 5,492 | $182K |
| Glenmede Trust Co. NA | 0.00% | Add +18.1% | 5,434 | $181K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -41.6% | 5,408 | $180K |
| Powell Investment Advisors, LLC | 0.06% | No change | 5,402 | $179K |
| Winch Advisory Services, LLC | 0.04% | Add +0.4% | 4,930 | $164K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 4,000 | $154K |
| Forum Finance Group S.A. | 0.08% | — | 5,672 | $151K |
| GeoWealth Management, LLC | 0.01% | Reduce -20.0% | 4,424 | $147K |
| Game Plan Financial Advisors, LLC | 0.07% | Add +8.1% | 4,295 | $143K |
| Allworth Financial LP | 0.00% | Add +0.3% | 3,858 | $128K |
| Manchester Capital Management LLC | 0.02% | No change | 3,700 | $123K |
| Franklin Resources Inc. | 0.00% | New | 3,659 | $122K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 3,638 | $121K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Reduce -0.6% | 3,517 | $118K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.1% | 3,545 | $118K |
| MAI Capital Management | 0.00% | Add +9.4% | 3,245 | $108K |
| AdvisorNet Financial, Inc | 0.01% | Add +10.3% | 3,001 | $100K |
| Boreal Capital Management LLC | 0.10% | Reduce -9.3% | 3,000 | $100K |
| Intesa Sanpaolo Wealth Management | 0.02% | No change | 3,000 | $100K |
| Creative Financial Designs Inc. | 0.01% | Reduce -20.6% | 2,999 | $100K |
| Assetmark, Inc. | 0.00% | Add +955.0% | 2,975 | $99K |
| Natixis | 0.00% | Add +32.0% | 2,994 | $97K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -9.1% | 2,815 | $94K |
| Glassman Wealth Services | 0.01% | No change | 2,774 | $92K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 2,750 | $91K |
| International Assets Investment Management, LLC | 0.01% | Add +2.7% | 2,624 | $89K |
| Fortitude Family Office, LLC | 0.02% | Add +0.4% | 2,606 | $87K |
| Realta Investment Advisors | 0.03% | No change | 2,557 | $85K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -0.0% | 2,465 | $82K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 2,411 | $79K |
| Clearstead Advisors, LLC | 0.00% | Add +75.2% | 2,263 | $75K |
| Arkos Global Advisors | 0.01% | New | 2,192 | $73K |
| Elevation Wealth Partners, LLC | 0.03% | No change | 2,105 | $70K |
| Parallel Advisors, LLC | 0.00% | Reduce -9.4% | 2,079 | $69K |
| Solstein Capital, LLC | 0.03% | No change | 2,055 | $68K |
| Asset Dedication, LLC | 0.00% | No change | 1,916 | $64K |
| Archer Investment Corp | 0.01% | Add +0.2% | 1,836 | $61K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 1,812 | $60K |
| Arlington Trust Co LLC | 0.01% | New | 1,768 | $59K |
| Team Financial Group, LLC | 0.03% | Add +0.4% | 1,739 | $58K |
| Capital Analysts, LLC | 0.00% | Add +169.4% | 1,673 | $56K |
| Smartleaf Asset Management LLC | 0.00% | Add +91.1% | 1,716 | $55K |
| LFA - Lugano Financial Advisors SA | 0.03% | Add +47.6% | 1,601 | $53K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -6.0% | 1,539 | $51K |
| Founders Financial Alliance, LLC | 0.01% | Add +3530.0% | 1,452 | $48K |
| Rossby Financial, LCC | 0.01% | Add +0.5% | 1,356 | $46K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,376 | $46K |
| Mather Group, Llc. | 0.00% | New | 1,367 | $45K |
| Blue Trust, Inc. | 0.00% | Reduce -15.3% | 1,346 | $45K |
| Russell Investments Group, Ltd. | 0.00% | New | 1,261 | $42K |
| SJS Investment Consulting Inc. | 0.01% | Add +22.3% | 1,235 | $41K |
| Noble Wealth Management PBC | 0.02% | New | 1,200 | $40K |
| CFG Wealth Management Services, Inc. | 0.04% | No change | 1,175 | $39K |
| Financial Freedom, LLC | 0.02% | No change | 1,115 | $37K |
| Nova Wealth Management, Inc. | 0.02% | Add +0.4% | 1,109 | $37K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 1,095 | $36K |
| Kingdom Financial Group LLC. | 0.01% | Add +0.4% | 1,095 | $36K |
| Ancora Advisors LLC | 0.00% | Add +224.2% | 1,086 | $36K |
| Pittenger & Anderson Inc. | 0.00% | Add +9.1% | 1,085 | $36K |
| Strategic Wealth Advisors LLC | 0.03% | No change | 1,034 | $34K |
| Innovative Asset Advisors Group, LLC | 0.02% | — | 1,000 | $33K |
| 2UniFi Bank | 0.02% | No change | 1,000 | $33K |
| Vanguard National Trust Co | 0.00% | — | 1,000 | $33K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -66.7% | 1,000 | $33K |
| Smithfield Trust Co | 0.00% | No change | 1,000 | $33K |
| Evolution Wealth Management Inc. | 0.02% | No change | 980 | $33K |
| First Command Advisory Services, Inc. | 0.00% | No change | 969 | $32K |
| Salem Investment Counselors Inc. | 0.00% | New | 899 | $30K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +75.9% | 869 | $29K |
| Root Financial Partners, LLC | 0.00% | No change | 852 | $28K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +80.0% | 821 | $27K |
| Ameriflex Group, Inc. | 0.01% | Add +0.1% | 792 | $26K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | New | 750 | $25K |
| Sittner & Nelson, LLC | 0.01% | No change | 749 | $25K |
| Aventura Private Wealth, LLC | 0.01% | Add +46.1% | 735 | $24K |
| Rothschild Investment LLC | 0.00% | No change | 700 | $23K |
| Centerpoint Advisors, LLC | 0.01% | No change | 700 | $23K |
| Coston, McIsaac & Partners | 0.01% | Add +2.5% | 695 | $23K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.4% | 688 | $23K |
| Horizon Financial Services, LLC | 0.01% | No change | 660 | $22K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.2% | 624 | $21K |
| Dagco, Inc. | 0.00% | No change | 618 | $21K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 600 | $20K |
| CoreCap Advisors, LLC | 0.00% | Reduce -33.9% | 585 | $19K |
| Hilton Head Capital Partners, LLC | 0.01% | Add +364.8% | 581 | $19K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.3% | 579 | $19K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 578 | $19K |
| Aptus Capital Advisors, LLC | 0.00% | Add +7.3% | 576 | $19K |
| Private Trust Co. NA | 0.00% | Add +0.2% | 471 | $18K |
| Winthrop Capital Management, LLC | 0.00% | Add +278.1% | 552 | $18K |
| HighMark Wealth Management LLC | 0.01% | No change | 525 | $17K |
| Sound Income Strategies, LLC | 0.00% | No change | 509 | $17K |
| Bellevue Asset Management, LLC | 0.01% | Add +0.2% | 503 | $17K |
| TD Capital Management LLC | 0.00% | Add +0.4% | 495 | $16K |
| MCF Advisors LLC | 0.00% | Add +23.2% | 462 | $15K |
| AE Wealth Management LLC | 0.00% | Reduce -17.7% | 437 | $15K |
| Dunhill Financial, LLC | 0.00% | Add +1271.0% | 425 | $14K |
| Gen-Wealth Partners Inc | 0.00% | Add +25.8% | 420 | $14K |
| NBT Bank, N.A. | 0.00% | Add +1055.6% | 416 | $14K |
| Costello Asset Management, INC | 0.00% | No change | 406 | $13K |
| Princeton Global Asset Management LLC | 0.00% | No change | 400 | $13K |
| Bell Investment Advisors, Inc | 0.00% | No change | 396 | $13K |
| St Germain D J Co. Inc. | 0.00% | No change | 385 | $13K |
| Albion Financial Group | 0.00% | No change | 376 | $12K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +0.3% | 373 | $12K |
| Elevated Capital Advisors, LLC | 0.00% | New | 348 | $12K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 348 | $12K |
| Synergy Investment Management, LLC | 0.00% | New | 347 | $12K |
| Country Trust Bank | 0.00% | Add +11.7% | 345 | $11K |
| Lavaca Capital LLC | 0.00% | No change | 337 | $11K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 330 | $11K |
| WealthShield Partners, LLC | 0.00% | Add +0.3% | 323 | $11K |
| Bogart Wealth, LLC | 0.00% | No change | 315 | $10K |
| Signature Equity Partners, LLC | 0.01% | Add +0.3% | 302 | $10K |
| Gill Capital Partners, LLC | 0.00% | New | 296 | $10K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 250 | $10K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 278 | $9K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 234 | $8K |
| Merkkuri Wealth Advisors LLC | 0.01% | New | 234 | $8K |
| Kilter Group LLC | 0.00% | Add +6.0% | 231 | $8K |
| CrossGen Wealth, LLC | 0.01% | No change | 228 | $8K |
| Vision Retirement, LLC | 0.00% | No change | 225 | $7K |
| Fiduciary Advisors, Inc. | 0.01% | No change | 214 | $7K |
| JDM Financial Group LLC | 0.00% | Add +0.5% | 207 | $7K |
| Trust Co | 0.00% | No change | 206 | $7K |
| Westside Investment Management, Inc. | 0.00% | No change | 200 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 185 | $6K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.6% | 171 | $6K |
| Strategic Advocates LLC | 0.03% | Reduce -99.5% | 170 | $6K |
| NFSG Corp | 0.00% | Reduce -62.4% | 169 | $6K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 160 | $5K |
| Purpose Unlimited Inc. | 0.00% | No change | 150 | $5K |
| Tidemark, LLC | 0.00% | No change | 133 | $4K |
| Pacific Center for Financial Services | 0.00% | No change | 132 | $4K |
| CENTRAL TRUST Co | 0.00% | New | 131 | $4K |
| CNB Bank | 0.00% | No change | 112 | $4K |
| Napier Financial, LLC | 0.00% | New | 110 | $4K |
| Financial Consulate, Inc. | 0.00% | No change | 100 | $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% | Add +1.3% | 81 | $3K |
| Trask Adam Roland | 0.00% | — | 80 | $3K |
| GW&K Investment Management, LLC | 0.00% | New | 67 | $2K |
| Entrust Financial LLC | 0.00% | Reduce -25.0% | 60 | $2K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 59 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -84.6% | 54 | $2K |
| Delos Wealth Advisors, LLC | 0.00% | New | 53 | $2K |
| ROSS\JOHNSON & Associates LLC | 0.03% | No change | 50 | $2K |
| Financial Life Planners | 0.00% | New | 49 | $2K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -38.6% | 43 | $1K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -54.0% | 34 | $1K |
| Clark Wealth Partners | 0.00% | Add +3.3% | 31 | $1K |
| My Portfolio Guide, LLC | 0.00% | — | 30 | $1K |
| Strive Financial Group ,LLC | 0.00% | Reduce -26.9% | 19 | $1K |
| Accordant Advisory Group Inc | 0.00% | Reduce -95.4% | 30 | $997 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 30 | $997 |
| Proathlete Wealth Management LLC | 0.00% | Add +4.3% | 24 | $801 |
| SHP Wealth Management | 0.00% | No change | 20 | $667 |
| Nemes Rush Group LLC | 0.00% | New | 20 | $664 |
| Abound Wealth Management | 0.00% | Add +90.0% | 19 | $632 |
| Horizon Investments, LLC | 0.00% | Add +100.0% | 14 | $465 |
| Investors Research Corp | 0.00% | No change | 12 | $405 |
| Nvwm, LLC | 0.00% | No change | 8 | $266 |
| Hoey Investments, Inc. | 0.00% | No change | 3 | $100 |
| CVA Family Office, LLC | 0.00% | New | 1 | $33 |
| Roble, Belko & Company, Inc | 0.00% | No change | 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.