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

Global X Robotics & Artificial Intelligence ETF logo
$36.03 +0.60 (+1.69%)
Closing price 04:00 PM Eastern
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$35.98 -0.05 (-0.12%)
As of 06:24 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)
38
Total
Institutional Inflows
(last 12 months)
$20.33M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$14.51M
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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
9/9/2026Pinnacle Wealth Management Advisory Group LLC139,260$5.28M0.3%+3.3%0.149%
9/9/2026Sterling Investment Advisors Ltd.125,015$4.74M0.7%+0.4%0.134%
8/22/2026NBH Bank1,000$38K0.0%N/A0.001%
8/21/2026Continuum Advisory LLC10,481$398K0.0%+18.4%0.011%
7/7/2026Arlington Trust Co LLC1,000$38K0.0%-43.4%0.001%
7/2/2026CX Institutional127,120$4.82M0.1%+3.5%0.137%
5/26/2026Glenmede Trust Co. NA5,434$181K0.0%+18.1%0.006%
5/19/2026Arkadios Wealth Advisors25,493$847K0.0%-7.5%0.028%
5/15/2026Boreal Capital Management LLC3,000$100K0.1%-9.3%0.003%
5/6/2026Advantage Trust Co10,376$345K0.2%+3.0%0.012%
5/5/2026Sterling Investment Advisors Ltd.124,465$4.14M0.7%+2.0%0.138%
4/28/2026Ascentis Independent Advisors22,227$738K0.1%+19.9%0.025%
4/22/2026Janney Montgomery Scott LLC67,064$2.23M0.0%+39.2%0.074%
4/21/2026Pinnacle Wealth Management Advisory Group LLC134,781$4.48M0.3%+11.2%0.149%
4/21/2026Fiduciary Alliance LLC130,398$4.79M0.3%-4.7%0.144%
4/17/2026AdvisorNet Financial Inc3,001$100K0.0%+10.2%0.003%
4/16/2026SG Americas Securities LLC101,760$3.38M0.0%+3.9%0.113%
2/18/2026Virtue Capital Management LLC3,901$141K0.0%N/A0.004%
2/17/2026Advisory Services Network LLC98,685$3.58M0.1%-28.9%0.110%
2/17/2026Captrust Financial Advisors25,616$928K0.0%-1.1%0.028%
2/13/2026Arkadios Wealth Advisors27,566$999K0.0%+35.2%0.031%
2/12/2026Rossby Financial LCC1,349$49K0.0%+63.3%0.001%
2/11/2026Janney Montgomery Scott LLC48,173$1.75M0.0%+18.4%0.053%
2/11/2026Fortune Financial Group Inc.8,115$307K0.3%N/A0.009%
2/11/2026Strategic Advocates LLC36,889$1.35M0.3%-2.7%0.041%
2/11/2026Alteri Wealth LLC19,734$715K0.2%-1.7%0.022%
2/11/2026JPMorgan Chase & Co.841,372$30.48M0.0%-4.6%0.934%
2/11/2026Modus Advisors LLC854$31K0.0%N/A0.001%
2/11/2026First Command Advisory Services Inc.969$35K0.0%N/A0.001%
2/11/2026Parallel Advisors LLC2,296$83K0.0%+14.1%0.003%
2/10/2026Transatlantique Private Wealth LLC14,508$526K0.2%+19.9%0.016%
2/10/2026Bearing Point Capital LLC96,625$3.50M0.5%N/A0.107%
2/9/2026Sterling Investment Advisors Ltd.121,980$4.42M0.8%+1.8%0.135%
2/9/2026Fisher Asset Management LLC85,025$3.08M0.0%-2.3%0.094%
2/6/2026EverSource Wealth Advisors LLC2,466$89K0.0%+529.1%0.003%
2/4/2026Legacy Financial Advisors Inc.9,767$354K0.0%-8.4%0.011%
2/3/2026Crestwood Advisors Group LLC102,877$3.73M0.1%+6.5%0.114%
2/3/2026SBI Securities Co. Ltd.10,752$390K0.0%+26.7%0.012%
2/2/2026Pinnacle Wealth Management Advisory Group LLC121,194$4.39M0.3%+11.7%0.135%
1/30/2026Verity Asset Management Inc.16,392$594K0.3%N/A0.018%
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1/30/2026SOL Capital Management CO229,330$8.31M0.7%-4.7%0.256%
1/29/2026Advantage Trust Co10,076$365K0.2%+9.7%0.011%
1/28/2026Kingswood Wealth Advisors LLC172,988$6.27M0.3%+2.0%0.193%
1/23/2026Farther Finance Advisors LLC22,143$802K0.0%+3.9%0.025%
1/22/2026Fiduciary Alliance LLC136,861$4.96M0.3%+3.1%0.153%
1/14/2026Game Plan Financial Advisors LLC3,975$144K0.1%+6,525.0%0.005%
1/13/2026CoreCap Advisors LLC885$32K0.0%-72.0%0.001%
1/9/2026SG Americas Securities LLC97,971$3.55M0.0%+8.8%0.112%
1/1/2026JPMorgan Chase & Co.882,139$31.25M0.0%-12.9%1.034%
12/5/2025Saranac Partners Ltd915$32K0.0%N/A0.001%
12/2/2025IFP Advisors Inc3,033$107K0.0%+132.2%0.004%
11/26/2025Strategic Advocates LLC37,899$1.34M0.3%-6.4%0.044%
11/17/2025Triumph Capital Management5,927$210K0.1%N/A0.007%
11/17/2025Flow Traders U.S. LLC13,853$491K0.0%-2.2%0.016%
11/17/2025Ameriprise Financial Inc.467,201$16.55M0.0%+5.9%0.548%
11/13/2025BNP Paribas Financial Markets27,657$980K0.0%-30.3%0.032%
11/13/2025Ameriflex Group Inc.702$25K0.0%-60.8%0.001%
11/12/2025Fisher Asset Management LLC87,017$3.08M0.0%-7.2%0.102%
11/12/2025Creative Financial Designs Inc. ADV3,957$140K0.0%-62.9%0.005%
11/10/2025Legacy Financial Advisors Inc.10,658$378K0.1%N/A0.012%
11/10/2025Alteri Wealth LLC20,080$711K0.2%+18.5%0.024%
11/10/2025Rossby Financial LCC826$29K0.0%+769.5%0.001%
11/7/2025Crestwood Advisors Group LLC96,554$3.42M0.1%-1.3%0.113%
11/7/2025JPMorgan Chase & Co.882,139$31.25M0.0%-12.9%1.034%
11/5/2025SBI Securities Co. Ltd.8,485$301K0.0%+60.9%0.010%
11/4/2025Jones Financial Companies Lllp141,959$4.95M0.0%+26.8%0.166%
10/29/2025Root Financial Partners LLC770$27K0.0%N/A0.001%
10/29/2025Arkadios Wealth Advisors20,396$723K0.0%-10.3%0.024%
10/29/2025SOL Capital Management CO240,522$8.52M0.8%-2.1%0.284%
10/24/2025CGC Financial Services LLC10,854$385K0.1%+12.4%0.013%
10/23/2025Kingswood Wealth Advisors LLC169,675$6.01M0.4%+242.7%0.200%
10/23/2025SG Americas Securities LLC90,049$3.19M0.0%N/A0.106%
10/22/2025CoreCap Advisors LLC3,164$112K0.0%+232.7%0.004%
10/20/2025Pinnacle Wealth Management Advisory Group LLC108,530$3.85M0.3%+7.2%0.128%
10/14/2025Farther Finance Advisors LLC21,309$754K0.0%+9.4%0.025%
10/8/2025Fiduciary Alliance LLC132,743$4.70M0.3%+16.0%0.157%
8/15/2025Captrust Financial Advisors26,382$861K0.0%-3.7%0.031%
8/15/2025BNP Paribas Financial Markets39,704$1.30M0.0%-65.0%0.047%
8/15/2025Ameriprise Financial Inc.441,085$14.40M0.0%+26.1%0.522%
8/13/2025Flow Traders U.S. LLC14,167$463K0.0%-83.5%0.017%
8/13/2025Baird Financial Group Inc.67,480$2.20M0.0%+6.2%0.080%
8/13/2025Fisher Asset Management LLC93,733$3.06M0.0%-13.2%0.111%
8/12/2025Archer Investment Corp1,832$60K0.0%-33.6%0.002%
8/12/2025JPMorgan Chase & Co.1,012,710$33.07M0.0%+66.6%1.199%
8/8/2025SBI Securities Co. Ltd.5,273$172K0.0%+20.8%0.006%
8/7/2025Pinnacle Wealth Management Advisory Group LLC101,218$3.31M0.3%+31.6%0.120%
8/6/2025Ethos Financial Group LLC6,121$200K0.0%N/A0.007%
8/5/2025Crestwood Advisors Group LLC97,804$3.19M0.1%+3.0%0.116%
8/4/2025Creative Financial Designs Inc. ADV10,676$349K0.0%-21.8%0.013%
8/4/2025Arkadios Wealth Advisors22,726$742K0.0%+6.3%0.027%
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8/4/2025L.M. Kohn & Company11,506$376K0.1%+5.4%0.014%
7/23/2025Venturi Wealth Management LLC8,219$268K0.0%N/A0.010%
7/23/2025Kingswood Wealth Advisors LLC49,505$1.62M0.1%-6.3%0.059%
7/21/2025Ameriflex Group Inc.1,791$58K0.0%-64.8%0.002%
7/17/2025Sterling Investment Advisors Ltd.119,625$3.91M0.9%+4.3%0.143%
7/17/2025Janney Montgomery Scott LLC36,318$1.19M0.0%-2.7%0.044%
7/11/2025Farther Finance Advisors LLC19,473$636K0.0%+250.8%0.023%
7/9/2025Fiduciary Alliance LLC114,428$3.74M0.3%+12.7%0.137%
7/8/2025Strategic Advocates LLC40,494$1.32M0.4%-2.4%0.049%
7/8/2025Parallel Advisors LLC2,107$69K0.0%+76.3%0.003%


BOTZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 71 institutional investors and hedge funds held shares of Global X Robotics & Artificial Intelligence ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($30.48M), OLD Mission Capital LLC ($19.18M), Ameriprise Financial Inc. ($16.55M), SOL Capital Management CO ($8.31M), Kingswood Wealth Advisors LLC ($6.27M), Cambridge Investment Research Advisors Inc. ($6.26M), and Pinnacle Wealth Management Advisory Group LLC ($5.28M).Learn more on Global X Robotics & Artificial Intelligence ETF's institutional investors.

Of the 62 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: OLD Mission Capital LLC ($674.08K), JPMorgan Chase & Co. ($654.90K), Kingswood Wealth Advisors LLC ($176.34K), Ameriprise Financial Inc. ($117.41K), SG Americas Securities LLC ($101.76K), Bearing Point Capital LLC ($96.63K), and Flow Traders U.S. LLC ($86.06K).

Institutional investors have bought a total of 571,310 shares in the last 24 months. This purchase volume represents approximately $20.33M in transactions.

Of the 18 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. ($301.91K), Advisory Services Network LLC ($40.06K), SOL Capital Management CO ($16.44K), BNP Paribas Financial Markets ($12.05K), Fisher Asset Management LLC ($8.71K), Creative Financial Designs Inc. ADV ($6.72K), and Fiduciary Alliance LLC ($6.46K).

Institutional investors have sold a total of 407,887 shares in the last 24 months. This volume of shares sold represents approximately $14.51M in transactions.


Related Companies

Institutional ownership data for NASDAQ:BOTZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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