BOTZ Institutional Ownership
Global X - Robotics & Artificial Intelligence ETF
1W: +1.8%
1M: +2.4%
3M: -5.8%
YTD: -1.9%
1Y: +0.9%
3Y: +48.2%
5Y: -6.3%
$36.03
+0.60 (+1.69%)
Weekly Expected Move ±2.4%
$34
$35
$36
$37
$38
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BOTZ
499
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
62
New Positions
162
Increased
154
Reduced
37
Closed
0.60
Put/Call Ratio
Ownership Trends
Top Institutional Holders (541 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 5,264,818 | 190M | -127,413 | -2.4% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 5,178,924 | 187M | +742,531 | +16.7% | 39Q | SEC ↗ |
| 3 | LPL Financial LLC | 2,268,560 | 82M | -101,668 | -4.3% | 38Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 2,117,963 | 76M | +99,789 | +4.9% | 36Q | SEC ↗ |
| 5 | FIL Ltd NEW | 2,062,221 | 74M | — | +0.0% | 1Q | SEC ↗ |
| 6 | UBS Group AG | 1,211,623 | 44M | -92,632 | -7.1% | 39Q | SEC ↗ |
| 7 | JPMORGAN CHASE & CO | 931,608 | 34M | +131,588 | +16.4% | 35Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 886,667 | 32M | -170,648 | -16.1% | 7Q | SEC ↗ |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 798,203 | 29M | -16,804 | -2.1% | 35Q | SEC ↗ |
| 10 | CITIGROUP INC | 662,650 | 24M | +127,047 | +23.7% | 36Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 553,011 | 20M | +35,620 | +6.9% | 37Q | SEC ↗ |
| 12 | AMERIPRISE FINANCIAL INC | 469,837 | 17M | +135,626 | +40.6% | 16Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 421,582 | 15M | -23,620 | -5.3% | 23Q | SEC ↗ |
| 14 | Mirae Asset Global Investments Co., Lt | 389,972 | 14M | -94,365 | -19.5% | 34Q | SEC ↗ |
| 15 | Modern Wealth Management, LLC | 386,223 | 14M | +8,440 | +2.2% | 7Q | SEC ↗ |
| 16 | Clearwater Capital Advisors, LLC | 377,404 | 14M | +3,980 | +1.1% | 34Q | SEC ↗ |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 376,182 | 14M | +53,032 | +16.4% | 32Q | SEC ↗ |
| 18 | PNC Financial Services Group, Inc. | 349,222 | 13M | -6,584 | -1.9% | 15Q | SEC ↗ |
| 19 | BARCLAYS PLC | 346,484 | 12M | -104,704 | -23.2% | 25Q | SEC ↗ |
| 20 | SG Americas Securities, LLC | 341,820 | 12M | +240,060 | +235.9% | 4Q | SEC ↗ |
| 21 | KB Prvo drustvo za upravuvanje so zado NEW | 333,630 | 12M | — | +0.0% | 1Q | SEC ↗ |
| 22 | Rafferty Asset Management, LLC | 323,444 | 12M | -35,702 | -9.9% | 33Q | SEC ↗ |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 322,421 | 12M | +23,316 | +7.8% | 31Q | SEC ↗ |
| 24 | JONES FINANCIAL COMPANIES LLLP | 308,306 | 11M | +60,989 | +24.7% | 10Q | SEC ↗ |
| 25 | Wealthfront Advisers LLC | 308,062 | 11M | +21,602 | +7.5% | 21Q | SEC ↗ |
| 26 | Foguth Wealth Management, LLC. | 301,486 | 11M | +118,687 | +64.9% | 3Q | SEC ↗ |
| 27 | Cambridge Investment Research Advisors | 287,220 | 10M | -22,130 | -7.2% | 36Q | SEC ↗ |
| 28 | OSAIC HOLDINGS, INC. | 249,105 | 9M | +26,242 | +11.8% | 26Q | SEC ↗ |
| 29 | Cerity Partners LLC | 246,161 | 9M | -8,732 | -3.4% | 11Q | SEC ↗ |
| 30 | Nan Shan Life Insurance Co., Ltd. | 234,000 | 8M | +38,000 | +19.4% | 6Q | SEC ↗ |
| 31 | PINNACLE ASSOCIATES LTD | 231,758 | 8M | +5,950 | +2.6% | 15Q | SEC ↗ |
| 32 | Black Swift Group, LLC | 220,100 | 8M | +4,920 | +2.3% | 5Q | SEC ↗ |
| 33 | Kestra Advisory Services, LLC | 209,945 | 8M | +4,952 | +2.4% | 24Q | SEC ↗ |
| 34 | BLAIR WILLIAM & CO/IL | 202,343 | 7M | +18,574 | +10.1% | 31Q | SEC ↗ |
| 35 | Lido Advisors, LLC | 187,645 | 7M | -276,579 | -59.6% | 3Q | SEC ↗ |
| 36 | STIFEL FINANCIAL CORP | 185,707 | 7M | -8,255 | -4.3% | 25Q | SEC ↗ |
| 37 | MML INVESTORS SERVICES, LLC | 175,716 | 6M | +594 | +0.3% | 36Q | SEC ↗ |
| 38 | HighTower Advisors, LLC | 159,136 | 6M | +12,128 | +8.2% | 24Q | SEC ↗ |
| 39 | Crestwood Advisors Group, LLC | 141,940 | 5M | -1,883 | -1.3% | 12Q | SEC ↗ |
| 40 | CITADEL ADVISORS LLC | 141,531 | 5M | +129,196 | +1047.4% | 2Q | SEC ↗ |
| 41 | Equitable Holdings, Inc. | 139,671 | 5M | +21,618 | +18.3% | 27Q | SEC ↗ |
| 42 | CWM, LLC | 138,083 | 5M | +4,629 | +3.5% | 18Q | SEC ↗ |
| 43 | Fiduciary Alliance LLC | 128,394 | 5M | -2,004 | -1.5% | 15Q | SEC ↗ |
| 44 | CX Institutional | 127,120 | 5M | +4,286 | +3.5% | 5Q | SEC ↗ |
| 45 | Sterling Investment Advisors, Ltd. | 125,015 | 5M | +550 | +0.4% | 12Q | SEC ↗ |
| 46 | KINGSWOOD WEALTH ADVISORS, LLC | 112,909 | 4M | +691 | +0.6% | 7Q | SEC ↗ |
| 47 | Mesirow Financial Investment Managemen | 109,041 | 4M | -5,670 | -4.9% | 11Q | SEC ↗ |
| 48 | Creative Planning | 108,540 | 4M | -2,912 | -2.6% | 38Q | SEC ↗ |
| 49 | Sanctuary Advisors, LLC | 108,373 | 4M | +6,506 | +6.4% | 9Q | SEC ↗ |
| 50 | PARK AVENUE SECURITIES LLC | 106,358 | 4M | +14,725 | +16.1% | 19Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| FIL Ltd | 2,062,221 | 74M |
| KB Prvo drustvo za upravuvanje so z | 333,630 | 12M |
| FWL INVESTMENT MANAGEMENT, LLC | 63,928 | 2M |
| Trivium Point Advisory, LLC | 41,173 | 1M |
| Sanchez Gaunt Capital Management, L | 36,501 | 1M |
| Trilogy Capital Inc. | 34,272 | 1M |
| SUMITOMO MITSUI FINANCIAL GROUP, IN | 31,448 | 1M |
| Banque Transatlantique SA | 28,459 | 1M |
| Texas Yale Capital Corp. | 20,750 | 748K |
| BLUE JEAN FINANCIAL LLC | 19,416 | 700K |
| SIH Partners, LLLP | 13,959 | 503K |
| Alpha Wealth Funds, LLC | 13,937 | 502K |
| BROWN ADVISORY INC | 12,897 | 465K |
| Vise Technologies, Inc. | 11,661 | 420K |
| PURSUE WEALTH PARTNERS LLC | 11,216 | 404K |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 11,126 | 401K |
| Savant Capital, LLC | 10,387 | 374K |
| Squarepoint Ops LLC | 10,202 | 368K |
| Amundi | 9,300 | 335K |
| Regal Investment Advisors LLC | 8,678 | 313K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TPG Financial Advisors, LLC | 218,473 | 8M |
| Chevy Chase Trust Holdings, LLC | 170,202 | 6M |
| Qube Research & Technologies Ltd | 109,149 | 4M |
| Itau Unibanco Holding S.A. | 108,000 | 4M |
| PRUDENTIAL PLC | 107,900 | 4M |
| BEARING POINT CAPITAL, LLC | 96,625 | 3M |
| Independent Advisor Alliance | 79,207 | 3M |
| D. E. Shaw & Co., Inc. | 59,336 | 2M |
| Ausdal Financial Partners, Inc. | 38,449 | 1M |
| FLOW TRADERS U.S. LLC | 38,364 | 1M |
| Castleview Partners, LLC | 26,063 | 939K |
| MOULTON WEALTH MANAGEMENT, INC | 25,544 | 920K |
| Ascentis Independent Advisors | 22,227 | 801K |
| Dynamic Advisor Solutions LLC | 18,680 | 673K |
| Verity Asset Management, Inc. | 16,392 | 591K |
| Ascent Advisors, LLC | 13,388 | 482K |
| Orion Porfolio Solutions, LLC | 10,634 | 383K |
| Quadrature Capital Ltd | 9,492 | 342K |
| ADVOCATE GROUP LLC | 8,567 | 309K |
| Snowden Capital Advisors LLC | 7,794 | 281K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +742,531 | +16.7% | 5,178,924 |
| SG Americas Securities, LLC | +240,060 | +235.9% | 341,820 |
| AMERIPRISE FINANCIAL INC | +135,626 | +40.6% | 469,837 |
| JPMORGAN CHASE & CO | +131,588 | +16.4% | 931,608 |
| CITADEL ADVISORS LLC | +129,196 | +1047.4% | 141,531 |
| CITIGROUP INC | +127,047 | +23.7% | 662,650 |
| Foguth Wealth Management, LLC. | +118,687 | +64.9% | 301,486 |
| WELLS FARGO & COMPANY/MN | +99,789 | +4.9% | 2,117,963 |
| JONES FINANCIAL COMPANIES LLLP | +60,989 | +24.7% | 308,306 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +53,032 | +16.4% | 376,182 |
| Savvy Advisors, Inc. | +47,234 | +334.9% | 61,338 |
| Nan Shan Life Insurance Co., Ltd. | +38,000 | +19.4% | 234,000 |
| ROYAL BANK OF CANADA | +35,620 | +6.9% | 553,011 |
| Tepp RIA, LLC | +34,025 | +97.0% | 69,089 |
| Arax Advisory Partners | +28,720 | +51.9% | 84,009 |
| OSAIC HOLDINGS, INC. | +26,242 | +11.8% | 249,105 |
| Ameritas Advisory Services, LLC | +25,824 | +76.4% | 59,607 |
| Belpointe Asset Management LLC | +25,449 | +97.8% | 51,468 |
| ENVESTNET ASSET MANAGEMENT INC | +23,316 | +7.8% | 322,421 |
| Solstein Capital, LLC | +23,247 | +1131.2% | 25,302 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Lido Advisors, LLC | -276,579 | -59.6% | 187,645 |
| NATIONAL BANK OF CANADA /FI | -238,231 | -71.3% | 96,104 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -199,294 | -85.4% | 34,058 |
| RAYMOND JAMES FINANCIAL INC | -170,648 | -16.1% | 886,667 |
| BANK OF AMERICA CORP /DE | -127,413 | -2.4% | 5,264,818 |
| BARCLAYS PLC | -104,704 | -23.2% | 346,484 |
| LPL Financial LLC | -101,668 | -4.3% | 2,268,560 |
| Mirae Asset Global Investments Co., | -94,365 | -19.5% | 389,972 |
| UBS Group AG | -92,632 | -7.1% | 1,211,623 |
| Financial Engines Advisors L.L.C. | -87,249 | -76.4% | 26,929 |
| OLD MISSION CAPITAL LLC | -80,930 | -71.3% | 32,570 |
| Rafferty Asset Management, LLC | -35,702 | -9.9% | 323,444 |
| Mariner, LLC | -33,616 | -43.1% | 44,406 |
| Prospera Financial Services Inc | -26,379 | -71.2% | 10,672 |
| Cetera Investment Advisers | -23,620 | -5.3% | 421,582 |
| Cambridge Investment Research Advis | -22,130 | -7.2% | 287,220 |
| GOLDMAN SACHS GROUP INC | -21,550 | -31.7% | 46,358 |
| COMMONWEALTH EQUITY SERVICES, LLC | -16,804 | -2.1% | 798,203 |
| Cerity Partners LLC | -8,732 | -3.4% | 246,161 |
| AlphaCore Capital LLC | -8,543 | -43.8% | 10,958 |