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

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$31.53 -0.07 (-0.22%)
Closing price 04:00 PM Eastern
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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)
41
Total
Institutional Inflows
(last 12 months)
$43.03M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$30.95M
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BOTZ Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/29/2025 Nova Wealth Management Inc.1,103$31K0.0%+330.9%0.001%
5/20/2025 Belpointe Asset Management LLC15,802$450K0.0%N/A0.019%
5/16/2025 Jones Financial Companies Lllp6,631$189K0.0%-83.1%0.008%
5/15/2025 Baird Financial Group Inc.63,562$1.81M0.0%-4.8%0.078%
5/15/2025 OLD Mission Capital LLC674,077$19.18M0.3%N/A0.823%
5/14/2025 Flow Traders U.S. LLC86,063$2.45M0.1%N/A0.105%
5/8/2025 Strategic Advocates LLC41,494$1.18M0.4%+41.9%0.051%
5/8/2025 Arkadios Wealth Advisors21,377$608K0.0%+35.5%0.026%
5/7/2025 Pinnacle Wealth Management Advisory Group LLC76,927$2.19M0.2%+22.5%0.094%
5/7/2025 Sterling Investment Advisors Ltd.114,700$3.26M0.8%+10.3%0.140%
5/7/2025 Alteri Wealth LLC16,937$482K0.2%+15.9%0.021%
5/5/2025 Crestwood Advisors Group LLC94,997$2.70M0.1%+12.2%0.116%
5/2/2025 SBI Securities Co. Ltd.4,365$124K0.0%+11.1%0.005%
4/23/2025 Creative Financial Designs Inc. ADV13,658$389K0.0%-13.1%0.017%
4/23/2025 SOL Capital Management CO248,567$7.07M0.8%-3.5%0.304%
4/22/2025 Cambridge Investment Research Advisors Inc.220,088$6.26M0.0%+18.2%0.269%
4/21/2025 L.M. Kohn & Company10,917$311K0.1%-5.9%0.013%
4/21/2025 Kingswood Wealth Advisors LLC52,859$1.51M0.1%+210.0%0.065%
4/18/2025 Financial Freedom LLC1,112$32K0.0%-47.1%0.001%
4/17/2025 Janney Montgomery Scott LLC37,325$1.06M0.0%+47.3%0.045%
4/9/2025 NBC Securities Inc.2,811$80K0.0%+140,450.0%0.003%
4/9/2025 Fiduciary Alliance LLC101,525$2.89M0.3%+5.8%0.123%
2/24/2025 Ameriflex Group Inc.891$30K0.0%N/A0.001%
2/17/2025 Captrust Financial Advisors32,130$1.03M0.0%-10.7%0.039%
2/17/2025 Baird Financial Group Inc.66,745$2.13M0.0%+9.9%0.080%
2/17/2025 BNP Paribas Financial Markets75,916$2.43M0.0%+3.0%0.091%
2/17/2025 Ameriprise Financial Inc.1,062,943$33.96M0.0%-1.7%1.277%
2/17/2025 Alteri Wealth LLC14,612$467K0.1%N/A0.018%
2/14/2025 Transatlantique Private Wealth LLC11,245$359K0.1%+43.1%0.014%
2/12/2025 JPMorgan Chase & Co.544,384$17.39M0.0%+84.9%0.654%
2/10/2025 Farther Finance Advisors LLC5,551$177K0.0%+314.6%0.007%
2/10/2025 EverSource Wealth Advisors LLC1,223$39K0.0%+98.5%0.001%
2/6/2025 Ethos Financial Group LLC4,770$152K0.0%N/A0.006%
2/6/2025 SBI Securities Co. Ltd.3,929$126K0.0%N/A0.005%
2/6/2025 Jones Financial Companies Lllp39,211$1.25M0.0%+47.7%0.047%
2/5/2025 Fisher Asset Management LLC204,624$6.54M0.0%-8.6%0.246%
2/5/2025 ADG Wealth Management Group LLC15,494$495K0.4%N/A0.019%
2/4/2025 Sterling Investment Advisors Ltd.104,020$3.32M0.8%+11.6%0.125%
2/4/2025 Crestwood Advisors Group LLC84,672$2.71M0.1%+1.4%0.102%
2/3/2025 Advantage Trust Co9,188$294K0.2%+11.3%0.011%
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1/31/2025 Bank of Jackson Hole Trust1,000$32K0.0%N/A0.001%
1/31/2025 Pinnacle Wealth Management Advisory Group LLC62,794$2.01M0.2%+9.2%0.075%
1/30/2025 L.M. Kohn & Company11,599$371K0.1%-6.2%0.014%
1/28/2025 Archer Investment Corp2,759$88K0.0%+1,467.6%0.003%
1/23/2025 Strategic Advocates LLC29,240$934K0.3%+31.4%0.036%
1/23/2025 SOL Capital Management CO257,482$8.23M0.9%-4.6%0.317%
1/22/2025 Kingswood Wealth Advisors LLC17,050$545K0.0%N/A0.021%
1/21/2025 Archford Capital Strategies LLC23,130$739K0.1%+4.5%0.028%
1/17/2025 Janney Montgomery Scott LLC25,347$810K0.0%+13.4%0.031%
1/15/2025 Arkadios Wealth Advisors15,772$504K0.0%+7.5%0.019%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.850$27K0.0%N/A0.001%
1/13/2025 AdvisorNet Financial Inc1,800$58K0.0%-63.0%0.002%
1/13/2025 Fiduciary Alliance LLC95,977$3.07M0.3%-64.7%0.118%
12/26/2024 JPMorgan Chase & Co.294,397$9.47M0.0%-67.5%0.369%
11/15/2024 Continuum Advisory LLC8,877$289K0.0%-23.4%0.011%
11/14/2024 L.M. Kohn & Company12,361$397K0.1%+10.0%0.015%
11/14/2024 Captrust Financial Advisors35,979$1.16M0.0%-17.2%0.045%
11/14/2024 Lattice Capital Management LLC6,450$207K0.2%N/A0.008%
11/13/2024 BNP Paribas Financial Markets73,687$2.37M0.0%-21.7%0.092%
11/13/2024 Fisher Asset Management LLC223,782$7.20M0.0%-13.1%0.280%
11/8/2024 Avior Wealth Management LLC21,591$694K0.0%-23.1%0.027%
11/4/2024 Advantage Trust Co8,253$265K0.2%+12.7%0.010%
11/2/2024 Covestor Ltd1,556$50K0.0%-27.3%0.002%
11/1/2024Equitable Trust Co.17,439$561K0.0%+36.9%0.022%
10/28/2024 Creative Financial Designs Inc. ADV15,548$500K0.0%+4.4%0.019%
10/24/2024 Arkadios Wealth Advisors14,677$472K0.0%N/A0.018%
10/22/2024 SOL Capital Management CO269,982$8.68M1.0%-0.2%0.335%
10/17/2024AlphaMark Advisors LLC2,700$87K0.0%+35.0%0.003%
10/15/2024 NBC Securities Inc.2,711$87K0.0%-22.5%0.003%
10/11/2024 Fiduciary Alliance LLC271,570$8.73M1.2%+18.5%0.332%
10/8/2024 Park Place Capital Corp2,000$64K0.0%N/A0.002%
8/13/2024 Transatlantique Private Wealth LLC7,388$228K0.1%N/A0.008%
8/7/2024 Wedbush Securities Inc.18,398$568K0.0%+5.7%0.021%
8/7/2024 Ashton Thomas Private Wealth LLC2,099$65K0.0%N/A0.002%
8/5/2024 Farmers & Merchants Investments Inc.3,169$98K0.0%N/A0.004%
8/5/2024 Sterling Investment Advisors Ltd.93,295$2.88M0.8%+28.7%0.107%
8/1/2024 Crestwood Advisors Group LLC83,335$2.57M0.1%-0.7%0.095%
7/26/2024 Cambridge Investment Research Advisors Inc.156,515$4.83M0.0%+13.8%0.179%
7/25/2024 Pinnacle Wealth Management Advisory Group LLC54,545$1.68M0.2%+16.0%0.062%
7/23/2024 SOL Capital Management CO270,437$8.34M1.0%-1.1%0.308%
7/17/2024 Archford Capital Strategies LLC23,595$728K0.1%+30.6%0.027%
7/17/2024AlphaMark Advisors LLC2,000$62K0.0%+42.9%0.002%
7/12/2024 Avondale Wealth Management815$25K0.0%N/A0.001%
7/11/2024 Strategic Advocates LLC11,850$366K0.1%N/A0.014%
7/10/2024 Fiduciary Alliance LLC229,254$7.06M1.1%+1.3%0.262%
7/9/2024 Kingswood Wealth Advisors LLC8,625$266K0.0%+4.9%0.010%
5/29/2024 Pathway Financial Advisers LLC922$29K0.0%N/A0.001%
5/21/2024 Sanibel Captiva Trust Company Inc.11,400$363K0.0%+9.6%0.013%
5/17/2024 Comerica Bank5,699$181K0.0%-57.1%0.007%
5/1/2024 Janney Montgomery Scott LLC21,098$671K0.0%+51.3%0.024%
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5/1/2024 BNP Paribas Financial Markets64,434$2.05M0.0%+46.7%0.074%
4/25/2024 Triumph Capital Management10,295$326K0.1%+12.3%0.012%
4/25/2024 L.M. Kohn & Company10,634$338K0.1%N/A0.012%
4/25/2024 Cambridge Investment Research Advisors Inc.137,541$4.38M0.0%-10.4%0.157%
4/24/2024 Lattice Capital Management LLC6,450$205K0.0%N/A0.007%
4/24/2024 SOL Capital Management CO273,413$8.70M1.1%+1.1%0.310%
4/23/2024 Nations Financial Group Inc. IA ADV6,591$210K0.0%-36.9%0.007%
4/17/2024 Fiduciary Alliance LLC226,210$7.16M1.3%+3.1%0.255%
4/17/2024 Richardson Capital Management LLC1,680$53K0.0%N/A0.002%
4/15/2024 Kingswood Wealth Advisors LLC8,225$262K0.0%-5.7%0.009%
(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, 79 institutional investors and hedge funds held shares of Global X Robotics & Artificial Intelligence ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($33.96M), Price Capital Management Inc. ($22.65M), OLD Mission Capital LLC ($19.18M), JPMorgan Chase & Co. ($17.39M), Marvin & Palmer Associates Inc. ($10.62M), SOL Capital Management CO ($7.07M), and Fisher Asset Management LLC ($6.54M).Learn more on BOTZ's institutional investors.

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

Of the 69 institutional investors that purchased Global X Robotics & Artificial Intelligence ETF 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), Marvin & Palmer Associates Inc. ($369.58K), JPMorgan Chase & Co. ($249.99K), Fiduciary Alliance LLC ($235.83K), Cambridge Investment Research Advisors Inc. ($125.54K), and Fisher Asset Management LLC ($119.27K).

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

Institutional investors have bought a total of 3,529,230 shares in the last 24 months. This purchase volume represents approximately $101.73M in transactions.

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

Of the 30 institutional investors that sold Global X Robotics & Artificial Intelligence ETF 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), One Capital Management LLC ($138.64K), Fisher Asset Management LLC ($64.14K), SOL Capital Management CO ($42.59K), Jones Financial Companies Lllp ($32.58K), and BNP Paribas Financial Markets ($20.47K).

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

Institutional investors have sold a total of 1,200,434 shares in the last 24 months. This volume of shares sold represents approximately $37.61M in transactions.



This page (NASDAQ:BOTZ) was last updated on 6/11/2025 by MarketBeat.com Staff
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