GLOBAL X FDS (BOTZ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
438
Reporting holders
$1.4B
Reported value
2.3%
Held as options
+21
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $199.7M | 5,264,818 | 0.01% | 31q | -2.4%-$4.8M |
| MORGAN STANLEY | $196.5M | 5,178,924 | 0.01% | 35q | +16.7%+$28.2M |
| LPL Financial LLC | $86.1M | 2,268,560 | 0.02% | 31q | -4.3%-$3.9M |
| WELLS FARGO & COMPANY/MN | $80.4M | 2,117,963 | 0.01% | 31q | -47.5%-$72.8M |
| FIL Ltd | $78.2M | 2,062,221 | 0.06% | new | NEW |
| UBS Group AG | $46.0M | 1,211,623 | 0.01% | 31q | -7.1%-$3.5M |
| JPMORGAN CHASE & CO | $34.3M | 931,608 | 0.00% | 31q | +16.4%+$4.9M |
| RAYMOND JAMES FINANCIAL INC | $33.6M | 886,667 | 0.01% | 7q | -16.1%-$6.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $30.3M | 798,203 | 0.04% | 31q | -2.1%-$637.5K |
| CITIGROUP INC | $25.1M | 662,650 | 0.01% | 31q | +23.7%+$4.8M |
| CITADEL ADVISORS LLC | $21.8M | 141,531 | 0.00% | 31q | +1047.4%+$19.9M |
| ROYAL BANK OF CANADA | $21.0M | 553,011 | 0.00% | 31q | +6.9%+$1.4M |
| AMERIPRISE FINANCIAL INC | $17.8M | 469,837 | 0.00% | 24q | -29.7%-$7.5M |
| Cetera Investment Advisers | $16.0M | 421,582 | 0.01% | 23q | -5.3%-$896.1K |
| Mirae Asset Global Investments Co., Ltd. | $14.8M | 389,972 | 0.02% | 31q | -59.7%-$22.0M |
| Modern Wealth Management, LLC | $14.7M | 386,223 | 0.17% | 7q | +2.2%+$320.2K |
| Clearwater Capital Advisors, LLC | $14.3M | 377,404 | 1.05% | 31q | +1.1%+$151.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.3M | 376,182 | 0.01% | 31q | +16.4%+$2.0M |
| PNC Financial Services Group, Inc. | $13.2M | 349,222 | 0.01% | 31q | -1.9%-$249.8K |
| BARCLAYS PLC | $13.1M | 346,484 | 0.00% | 25q | -23.2%-$4.0M |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | $12.7M | 333,630 | 2.45% | new | FIRST |
| Rafferty Asset Management, LLC | $12.3M | 323,444 | 0.03% | 31q | -9.9%-$1.4M |
| ENVESTNET ASSET MANAGEMENT INC | $12.2M | 322,421 | 0.00% | 31q | +7.8%+$884.6K |
| Wealthfront Advisers LLC | $11.7M | 308,062 | 0.02% | 21q | +7.5%+$819.6K |
| JONES FINANCIAL COMPANIES LLLP | $11.1M | 308,306 | 0.00% | 10q | +24.7%+$2.2M |
| Foguth Wealth Management, LLC. | $10.3M | 301,486 | 1.17% | 6q | +80.7%+$4.6M |
| PEAK6 LLC | $9.8M | options only | 0.02% | new | OPTIONS |
| OSAIC HOLDINGS, INC. | $9.5M | 249,105 | 0.01% | 26q | +11.8%+$995.8K |
| Cerity Partners LLC | $9.3M | 246,161 | 0.01% | 11q | -3.4%-$331.3K |
| Nan Shan Life Insurance Co., Ltd. | $8.9M | 234,000 | 0.28% | 6q | +19.4%+$1.4M |
| PINNACLE ASSOCIATES LTD | $8.8M | 231,758 | 0.10% | 22q | +2.6%+$225.7K |
| Black Swift Group, LLC | $8.4M | 220,100 | 1.21% | 5q | +2.3%+$186.7K |
| Kestra Advisory Services, LLC | $8.0M | 209,945 | 0.03% | 24q | +2.4%+$188.0K |
| BLAIR WILLIAM & CO/IL | $7.7M | 202,343 | 0.02% | 31q | +10.1%+$704.7K |
| Lido Advisors, LLC | $7.1M | 187,645 | 0.02% | 3q | -59.6%-$10.5M |
| STIFEL FINANCIAL CORP | $7.0M | 185,707 | 0.01% | 25q | -4.3%-$313.2K |
| MML INVESTORS SERVICES, LLC | $6.7M | 175,716 | 0.01% | 31q | HELD |
| HighTower Advisors, LLC | $6.0M | 159,136 | 0.01% | 24q | +8.2%+$460.1K |
| Crestwood Advisors Group, LLC | $5.4M | 141,940 | 0.08% | 12q | -1.3%-$71.4K |
| Equitable Holdings, Inc. | $5.3M | 139,671 | 0.03% | 27q | +18.3%+$820.2K |
| Pinnacle Wealth Management Advisory Group, LLC | $5.3M | 139,260 | 0.31% | 21q | +3.3%+$169.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.2M | 34,058 | 0.00% | 31q | -85.4%-$30.6M |
| Fiduciary Alliance LLC | $4.9M | 128,394 | 0.33% | 15q | -1.5%-$76.0K |
| Sterling Investment Advisors, Ltd. | $4.7M | 125,015 | 0.79% | 12q | HELD |
| KINGSWOOD WEALTH ADVISORS, LLC | $4.3M | 112,909 | 0.17% | 7q | +0.6%+$26.2K |
| Mesirow Financial Investment Management, Inc. | $4.1M | 109,041 | 0.06% | 11q | -4.9%-$215.1K |
| Creative Planning | $4.1M | 108,540 | 0.00% | 31q | -2.6%-$110.5K |
| Sanctuary Advisors, LLC | $4.1M | 108,373 | 0.02% | 9q | +6.4%+$246.8K |
| Sage Capital Management, LLC | $4.0M | 106,034 | 1.57% | 11q | +12.3%+$440.3K |
| Focus Partners Wealth | $3.9M | 104,045 | 0.00% | 7q | -3.6%-$148.8K |
| 1 NORTH WEALTH SERVICES LLC | $3.9M | 103,113 | 1.28% | 7q | +4.4%+$164.8K |
| NATIONAL BANK OF CANADA /FI/ | $3.6M | 96,104 | 0.00% | 19q | -71.3%-$9.0M |
| Federation des caisses Desjardins du Quebec | $3.6M | 94,497 | 0.01% | 36q | -6.1%-$231.0K |
| Private Advisor Group, LLC | $3.6M | 93,614 | 0.02% | 31q | -1.6%-$58.2K |
| Advisory Services Network, LLC | $3.5M | 92,133 | 0.04% | 11q | -0.7%-$24.5K |
| Arax Advisory Partners | $3.2M | 84,009 | 0.02% | 3q | +51.9%+$1.1M |
| Rockefeller Capital Management L.P. | $3.0M | 79,027 | 0.00% | 28q | +11.6%+$311.9K |
| Fisher Asset Management, LLC | $3.0M | 77,962 | 0.00% | 28q | -1.1%-$33.7K |
| NEUBERGER BERMAN GROUP LLC | $3.0M | 77,827 | 0.00% | 2q | HELD |
| Acropolis Investment Management, LLC | $2.8M | 77,095 | 0.06% | 3q | +110.3%+$1.4M |
| Tepp RIA, LLC | $2.6M | 69,089 | 1.78% | 2q | +97.0%+$1.3M |
| D.A. DAVIDSON & CO. | $2.6M | 68,644 | 0.01% | 5q | +0.8%+$20.9K |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $2.4M | 64,445 | 0.03% | 23q | -1.2%-$30.6K |
| FWL INVESTMENT MANAGEMENT, LLC | $2.4M | 63,928 | 0.45% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.3M | 61,888 | 0.04% | 6q | +1.1%+$25.3K |
| Savvy Advisors, Inc. | $2.3M | 61,338 | 0.05% | 3q | +334.9%+$1.8M |
| Ameritas Advisory Services, LLC | $2.3M | 59,607 | 0.05% | 12q | +76.4%+$979.8K |
| NewEdge Advisors, LLC | $2.2M | 56,997 | 0.01% | new | NEW |
| HUB Investment Partners, LLC | $2.0M | 53,300 | 0.04% | 23q | HELD |
| Belpointe Asset Management LLC | $2.0M | 51,468 | 0.06% | 6q | +97.8%+$965.5K |
| Stratos Wealth Partners, LTD. | $1.9M | 50,474 | 0.02% | 31q | +4.9%+$89.8K |
| Geneos Wealth Management Inc. | $1.9M | 48,889 | 0.04% | 36q | +13.7%+$223.9K |
| GFS Advisors, LLC | $1.8M | 53,606 | 0.09% | 24q | +5.4%+$92.1K |
| Emerald Advisors, LLC | $1.8M | 46,945 | 0.22% | 19q | +8.2%+$134.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 48,109 | 0.00% | 12q | +12.8%+$202.2K |
| GOLDMAN SACHS GROUP INC | $1.8M | 46,358 | 0.00% | 10q | -31.7%-$817.6K |
| Hancock Prospecting Pty Ltd | $1.7M | 45,766 | 0.03% | 7q | HELD |
| Corient Private Wealth LP | $1.7M | 45,580 | 0.00% | 14q | +134.8%+$992.9K |
| Sterling Investment Counsel, LLC | $1.7M | 45,056 | 0.40% | 19q | +5.2%+$85.2K |
| Mariner, LLC | $1.7M | 44,406 | 0.00% | 15q | -43.1%-$1.3M |
| Wealthspire Advisors, LLC | $1.7M | 44,298 | 0.01% | 20q | +9.3%+$143.4K |
| Kingsview Wealth Management, LLC | $1.7M | 43,932 | 0.02% | 13q | +6.3%+$99.4K |
| OPPENHEIMER & CO INC | $1.7M | 43,727 | 0.02% | 31q | -1.3%-$21.9K |
| Trivium Point Advisory, LLC | $1.6M | 41,173 | 0.14% | new | NEW |
| Paragon Private Wealth Management, LLC | $1.6M | 41,156 | 0.41% | 11q | -7.2%-$121.1K |
| Intrepid Financial Planning Group LLC | $1.6M | 41,125 | 0.53% | 10q | -0.5%-$8.5K |
| Fortis Group Advisors, LLC | $1.5M | 40,812 | 0.25% | 4q | +0.9%+$14.1K |
| COMMERCE BANK | $1.5M | 40,223 | 0.01% | 10q | HELD |
| Point72 Asset Management, L.P. | $1.5M | 4,191 | 0.00% | 3q | HELD |
| Baird Financial Group, Inc. | $1.5M | 39,738 | 0.00% | 30q | -5.8%-$93.1K |
| Concurrent Investment Advisors, LLC | $1.5M | 38,840 | 0.01% | 10q | +23.5%+$280.5K |
| Sanchez Gaunt Capital Management, LLC | $1.4M | 36,501 | 0.77% | new | NEW |
| Trilogy Capital Inc. | $1.3M | 34,272 | 0.05% | new | NEW |
| SCOTIA CAPITAL INC. | $1.3M | 33,452 | 0.00% | 13q | +14.4%+$159.7K |
| OLD MISSION CAPITAL LLC | $1.2M | 32,570 | 0.02% | 2q | -71.3%-$3.1M |
| OBSIDIAN CIO, LLC | $1.2M | 31,525 | 0.89% | 5q | -3.4%-$41.9K |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | $1.2M | 31,448 | 0.02% | new | NEW |
| CIBC WORLD MARKET INC. | $1.2M | 31,053 | 0.00% | 23q | -3.9%-$48.1K |
| Merit Financial Group, LLC | $1.2M | 31,050 | 0.00% | 8q | +91.2%+$561.9K |
| HB Wealth Management, LLC | $1.2M | 30,815 | 0.01% | 13q | +3.3%+$37.0K |
Showing the largest 100 of 462 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 438 | $1.4B | 36,169,245 | 57 | 146 | 105 | 2.3% |
| Q1 2026 | 417 | $1.2B | 36,230,923 | 42 | 148 | 111 | 1.6% |
| Q4 2025 | 423 | $1.2B | 32,332,108 | 56 | 126 | 88 | 2.2% |
| Q3 2025 | 387 | $1.1B | 30,440,169 | 50 | 123 | 91 | 1.7% |
| Q2 2025 | 360 | $965.7M | 29,203,271 | 44 | 110 | 91 | 1.3% |
| Q1 2025 | 353 | $833.2M | 28,323,301 | 43 | 112 | 97 | 1.0% |
| Q4 2024 | 363 | $887.7M | 27,244,886 | 29 | 113 | 88 | 1.9% |
| Q3 2024 | 339 | $904.7M | 27,679,709 | 25 | 94 | 108 | 1.7% |
| Q2 2024 | 336 | $956.8M | 30,251,406 | 38 | 109 | 72 | 2.4% |
| Q1 2024 | 329 | $1.2B | 38,109,189 | 59 | 113 | 62 | 2.0% |
| Q4 2023 | 296 | $908.3M | 31,218,591 | 45 | 85 | 72 | 2.1% |
| Q3 2023 | 267 | $660.6M | 26,314,990 | 40 | 93 | 59 | 1.5% |
| Q2 2023 | 272 | $792.1M | 26,976,869 | 59 | 98 | 43 | 2.1% |
| Q1 2023 | 221 | $480.2M | 18,502,926 | 39 | 55 | 58 | 1.5% |
| Q4 2022 | 192 | $339.6M | 16,465,923 | 27 | 36 | 74 | 0.3% |
| Q3 2022 | 238 | $415.9M | 22,945,160 | 20 | 69 | 73 | 0.1% |
| Q2 2022 | 257 | $468.9M | 22,892,227 | 17 | 73 | 88 | 0.7% |
| Q1 2022 | 278 | $774.7M | 26,541,374 | 20 | 99 | 77 | 0.6% |
| Q4 2021 | 320 | $1.0B | 28,656,292 | 36 | 100 | 61 | 0.5% |
| Q3 2021 | 286 | $1.0B | 27,963,283 | 35 | 84 | 65 | 0.7% |
| Q2 2021 | 282 | $992.6M | 28,230,887 | 40 | 106 | 52 | 0.6% |
| Q1 2021 | 259 | $962.3M | 28,654,865 | 41 | 111 | 40 | 1.3% |
| Q4 2020 | 247 | $899.2M | 26,842,440 | 47 | 88 | 32 | 1.1% |
| Q3 2020 | 196 | $739.9M | 26,326,625 | 43 | 70 | 32 | 0.8% |
| Q2 2020 | 180 | $552.8M | 23,013,404 | 41 | 52 | 41 | 0.8% |
| Q1 2020 | 167 | $338.1M | 18,434,893 | 20 | 48 | 56 | 1.3% |
| Q4 2019 | 178 | $433.5M | 19,749,705 | 20 | 45 | 54 | 0.3% |
| Q3 2019 | 162 | $378.2M | 18,789,006 | 20 | 44 | 50 | 0.4% |
| Q2 2019 | 162 | $410.6M | 19,535,969 | 23 | 46 | 44 | 1.2% |
| Q1 2019 | 165 | $357.5M | 17,706,523 | 21 | 54 | 36 | 0.4% |
| Q4 2018 | 157 | $231.6M | 13,737,288 | 2 | 1 | 9 | 0.6% |