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Global X Robotics & Artificial Intelligence ETF (BOTZ) Institutional Ownership

Global X Robotics & Artificial Intelligence ETF logo
$34.37 +0.33 (+0.98%)
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Institutional Ownership Changes (13F Filings) for Global X Robotics & Artificial Intelligence ETF (NASDAQ:BOTZ)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$59.30M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$36.51M
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BOTZ Institutional Buying and Selling by Quarter

Global X Robotics & Artificial Intelligence ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Captrust Financial Advisors26,382$861K0.0%-3.7%0.031%
8/15/2025 BNP Paribas Financial Markets39,704$1.30M0.0%-65.0%0.047%
8/15/2025 Ameriprise Financial Inc.441,085$14.40M0.0%+26.1%0.522%
8/13/2025 Flow Traders U.S. LLC14,167$463K0.0%-83.5%0.017%
8/13/2025 Baird Financial Group Inc.67,480$2.20M0.0%+6.2%0.080%
8/13/2025 Fisher Asset Management LLC93,733$3.06M0.0%-13.2%0.111%
8/12/2025 Archer Investment Corp1,832$60K0.0%-33.6%0.002%
8/12/2025 JPMorgan Chase & Co.1,012,710$33.07M0.0%+66.6%1.199%
8/8/2025 SBI Securities Co. Ltd.5,273$172K0.0%+20.8%0.006%
8/7/2025 Pinnacle Wealth Management Advisory Group LLC101,218$3.31M0.3%+31.6%0.120%
8/6/2025 Ethos Financial Group LLC6,121$200K0.0%N/A0.007%
8/5/2025 Crestwood Advisors Group LLC97,804$3.19M0.1%+3.0%0.116%
8/4/2025 Creative Financial Designs Inc. ADV10,676$349K0.0%-21.8%0.013%
8/4/2025 Arkadios Wealth Advisors22,726$742K0.0%+6.3%0.027%
8/4/2025 L.M. Kohn & Company11,506$376K0.1%+5.4%0.014%
7/23/2025 Venturi Wealth Management LLC8,219$268K0.0%N/A0.010%
7/23/2025 Kingswood Wealth Advisors LLC49,505$1.62M0.1%-6.3%0.059%
7/21/2025 Ameriflex Group Inc.1,791$58K0.0%-64.8%0.002%
7/17/2025 Sterling Investment Advisors Ltd.119,625$3.91M0.9%+4.3%0.143%
7/17/2025 Janney Montgomery Scott LLC36,318$1.19M0.0%-2.7%0.044%
7/11/2025 Farther Finance Advisors LLC19,473$636K0.0%+250.8%0.023%
7/9/2025 Fiduciary Alliance LLC114,428$3.74M0.3%+12.7%0.137%
7/8/2025 Strategic Advocates LLC40,494$1.32M0.4%-2.4%0.049%
7/8/2025 Parallel Advisors LLC2,107$69K0.0%+76.3%0.003%
5/29/2025Nova Wealth Management Inc.1,103$31K0.0%+330.9%0.001%
5/20/2025Belpointe Asset Management LLC15,802$450K0.0%N/A0.019%
5/16/2025Jones Financial Companies Lllp6,631$189K0.0%-83.1%0.008%
5/15/2025Baird Financial Group Inc.63,562$1.81M0.0%-4.8%0.078%
5/15/2025OLD Mission Capital LLC674,077$19.18M0.3%N/A0.823%
5/14/2025Flow Traders U.S. LLC86,063$2.45M0.1%N/A0.105%
5/8/2025Strategic Advocates LLC41,494$1.18M0.4%+41.9%0.051%
5/8/2025Arkadios Wealth Advisors21,377$608K0.0%+35.5%0.026%
5/7/2025Pinnacle Wealth Management Advisory Group LLC76,927$2.19M0.2%+22.5%0.094%
5/7/2025Sterling Investment Advisors Ltd.114,700$3.26M0.8%+10.3%0.140%
5/7/2025Alteri Wealth LLC16,937$482K0.2%+15.9%0.021%
5/5/2025Crestwood Advisors Group LLC94,997$2.70M0.1%+12.2%0.116%
5/2/2025SBI Securities Co. Ltd.4,365$124K0.0%+11.1%0.005%
4/23/2025Creative Financial Designs Inc. ADV13,658$389K0.0%-13.1%0.017%
4/23/2025SOL Capital Management CO248,567$7.07M0.8%-3.5%0.304%
4/22/2025Cambridge Investment Research Advisors Inc.220,088$6.26M0.0%+18.2%0.269%
4/21/2025L.M. Kohn & Company10,917$311K0.1%-5.9%0.013%
4/21/2025Kingswood Wealth Advisors LLC52,859$1.51M0.1%+210.0%0.065%
4/18/2025Financial Freedom LLC1,112$32K0.0%-47.1%0.001%
4/17/2025Janney Montgomery Scott LLC37,325$1.06M0.0%+47.3%0.045%
4/9/2025NBC Securities Inc.2,811$80K0.0%+140,450.0%0.003%
4/9/2025Fiduciary Alliance LLC101,525$2.89M0.3%+5.8%0.123%
2/24/2025Ameriflex Group Inc.891$30K0.0%N/A0.001%
2/17/2025Captrust Financial Advisors32,130$1.03M0.0%-10.7%0.039%
2/17/2025Baird Financial Group Inc.66,745$2.13M0.0%+9.9%0.080%
2/17/2025BNP Paribas Financial Markets75,916$2.43M0.0%+3.0%0.091%
2/17/2025Ameriprise Financial Inc.1,062,943$33.96M0.0%-1.7%1.277%
2/17/2025Alteri Wealth LLC14,612$467K0.1%N/A0.018%
2/14/2025Transatlantique Private Wealth LLC11,245$359K0.1%+43.1%0.014%
2/12/2025JPMorgan Chase & Co.544,384$17.39M0.0%+84.9%0.654%
2/10/2025Farther Finance Advisors LLC5,551$177K0.0%+314.6%0.007%
2/10/2025EverSource Wealth Advisors LLC1,223$39K0.0%+98.5%0.001%
2/6/2025Ethos Financial Group LLC4,770$152K0.0%N/A0.006%
2/6/2025SBI Securities Co. Ltd.3,929$126K0.0%N/A0.005%
2/6/2025Jones Financial Companies Lllp39,211$1.25M0.0%+47.7%0.047%
2/5/2025Fisher Asset Management LLC204,624$6.54M0.0%-8.6%0.246%
2/5/2025ADG Wealth Management Group LLC15,494$495K0.4%N/A0.019%
2/4/2025Sterling Investment Advisors Ltd.104,020$3.32M0.8%+11.6%0.125%
2/4/2025Crestwood Advisors Group LLC84,672$2.71M0.1%+1.4%0.102%
2/3/2025Advantage Trust Co9,188$294K0.2%+11.3%0.011%
1/31/2025Bank of Jackson Hole Trust1,000$32K0.0%N/A0.001%
1/31/2025Pinnacle Wealth Management Advisory Group LLC62,794$2.01M0.2%+9.2%0.075%
1/30/2025L.M. Kohn & Company11,599$371K0.1%-6.2%0.014%
1/28/2025Archer Investment Corp2,759$88K0.0%+1,467.6%0.003%
1/23/2025Strategic Advocates LLC29,240$934K0.3%+31.4%0.036%
1/23/2025SOL Capital Management CO257,482$8.23M0.9%-4.6%0.317%
1/22/2025Kingswood Wealth Advisors LLC17,050$545K0.0%N/A0.021%
1/21/2025Archford Capital Strategies LLC23,130$739K0.1%+4.5%0.028%
1/17/2025Janney Montgomery Scott LLC25,347$810K0.0%+13.4%0.031%
1/15/2025Arkadios Wealth Advisors15,772$504K0.0%+7.5%0.019%
1/14/2025Thurston Springer Miller Herd & Titak Inc.850$27K0.0%N/A0.001%
1/13/2025AdvisorNet Financial Inc1,800$58K0.0%-63.0%0.002%
1/13/2025Fiduciary Alliance LLC95,977$3.07M0.3%-64.7%0.118%
12/26/2024JPMorgan Chase & Co.294,397$9.47M0.0%-67.5%0.369%
11/15/2024Continuum Advisory LLC8,877$289K0.0%-23.4%0.011%
11/14/2024L.M. Kohn & Company12,361$397K0.1%+10.0%0.015%
11/14/2024Captrust Financial Advisors35,979$1.16M0.0%-17.2%0.045%
11/14/2024Lattice Capital Management LLC6,450$207K0.2%N/A0.008%
11/13/2024BNP Paribas Financial Markets73,687$2.37M0.0%-21.7%0.092%
11/13/2024Fisher Asset Management LLC223,782$7.20M0.0%-13.1%0.280%
11/8/2024Avior Wealth Management LLC21,591$694K0.0%-23.1%0.027%
11/4/2024Advantage Trust Co8,253$265K0.2%+12.7%0.010%
11/2/2024Covestor Ltd1,556$50K0.0%-27.3%0.002%
11/1/2024Equitable Trust Co.17,439$561K0.0%+36.9%0.022%
10/28/2024Creative Financial Designs Inc. ADV15,548$500K0.0%+4.4%0.019%
10/24/2024Arkadios Wealth Advisors14,677$472K0.0%N/A0.018%
10/22/2024SOL Capital Management CO269,982$8.68M1.0%-0.2%0.335%
10/17/2024AlphaMark Advisors LLC2,700$87K0.0%+35.0%0.003%
10/15/2024NBC Securities Inc.2,711$87K0.0%-22.5%0.003%
10/11/2024Fiduciary Alliance LLC271,570$8.73M1.2%+18.5%0.332%
10/8/2024Park Place Capital Corp2,000$64K0.0%N/A0.002%
8/13/2024Transatlantique Private Wealth LLC7,388$228K0.1%N/A0.008%
8/7/2024Wedbush Securities Inc.18,398$568K0.0%+5.7%0.021%
8/7/2024Ashton Thomas Private Wealth LLC2,099$65K0.0%N/A0.002%
8/5/2024Farmers & Merchants Investments Inc.3,169$98K0.0%N/A0.004%
8/5/2024Sterling Investment Advisors Ltd.93,295$2.88M0.8%+28.7%0.107%
(Data available from 1/1/2016 forward)

BOTZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BOTZ shares?

During the previous two years, 68 institutional investors and hedge funds held shares of Global X Robotics & Artificial Intelligence ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($33.07M), Price Capital Management Inc. ($22.65M), OLD Mission Capital LLC ($19.18M), Ameriprise Financial Inc. ($14.40M), SOL Capital Management CO ($7.07M), Cambridge Investment Research Advisors Inc. ($6.26M), and Sterling Investment Advisors Ltd. ($3.91M).Learn more on Global X Robotics & Artificial Intelligence ETF's institutional investors.

Which institutional investors have been buying Global X Robotics & Artificial Intelligence ETF's stock?

Of the 61 institutional investors that purchased Global X Robotics & Artificial Intelligence ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Price Capital Management Inc. ($794.78K), OLD Mission Capital LLC ($674.08K), JPMorgan Chase & Co. ($654.90K), Fiduciary Alliance LLC ($129.36K), Fisher Asset Management LLC ($119.27K), One Capital Management LLC ($107.98K), and Crestwood Advisors Group LLC ($93.07K).

How much institutional buying is happening at Global X Robotics & Artificial Intelligence ETF?

Institutional investors have bought a total of 1,943,707 shares in the last 24 months. This purchase volume represents approximately $59.30M in transactions.

Which of Global X Robotics & Artificial Intelligence ETF's major shareholders have been selling company stock?

Of the 23 institutional investors that sold Global X Robotics & Artificial Intelligence ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($611.22K), Fiduciary Alliance LLC ($175.59K), BNP Paribas Financial Markets ($94.27K), Flow Traders U.S. LLC ($71.90K), Fisher Asset Management LLC ($67.27K), Jones Financial Companies Lllp ($32.58K), and SOL Capital Management CO ($21.87K).

How much institutional selling is happening at Global X Robotics & Artificial Intelligence ETF?

Institutional investors have sold a total of 1,139,818 shares in the last 24 months. This volume of shares sold represents approximately $36.51M in transactions.


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This page (NASDAQ:BOTZ) was last updated on 9/15/2025 by MarketBeat.com Staff
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