Security record · archived quarter
BOTZ
Global X - Robotics & Artificial Intelligence ETF · Financial Services · Asset Management - Global
60Tracked holders
0Δ holders
24.98MShares held
$905.01MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 64 | +2 | 27.70M | $1.05B | +6 | −5 |
| Q1 2026 | 64 | +3 | 26.05M | $864.21M | +7 | −4 |
| Q4 2025 | 60 | 0 | 24.98M | $905.01M | +2 | −2 |
| Q3 2025 | 8 | +1 | 5.31M | $187.99M | +1 | — |
| Q2 2025 | 4 | +1 | 134.51K | $4.39M | +1 | — |
| Q1 2025 | 2 | +1 | 157.97K | $4.50M | +1 | — |
| Q4 2024 | 1 | -2 | 204.62K | $6.54M | — | −2 |
| Q3 2024 | 3 | +1 | 247.57K | $7.96M | +1 | — |
| Q2 2024 | 2 | — | 270.88K | $8.36M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 5.37M | — | $194.41M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 3.59M | +6.8% | $130.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 3 | LPL Financial LLC | 2.50M | — | $90.42M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.64M | — | $59.46M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | UBS Group AG | 1.16M | — | $41.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Mirae Asset Global Investments Co.… | 896.25K | — | $32.47M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 841.37K | -52.3% | $30.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 8 | Commonwealth Equity Services, Llc | 822.89K | — | $29.81M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 782.16K | — | $28.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Barclays Plc | 592.21K | — | $21.46M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Ameriprise Financial Inc | 546.57K | — | $19.80M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Citigroup Inc | 538.77K | — | $19.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Pnc Financial Services Group, Inc. | 517.54K | — | $18.75M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 14 | Royal Bank Of Canada | 510.25K | — | $18.49M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 15 | Lido Advisors, LLC | 458.76K | — | $16.62M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 442.35K | — | $16.03M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 338.29K | — | $12.26M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 303.14K | — | $10.98M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 290.72K | — | $10.53M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wealthfront Advisers LLC | 259.75K | — | $9.41M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 251.00K | — | $9.10M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 22 | Stifel Financial Corp | 238.12K | — | $8.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Mml Investors Services, Llc | 203.45K | — | $7.37M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 180.20K | — | $6.54M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Blair William & Co/Il | 177.95K | — | $6.45M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Chevy Chase Trust Holdings, LLC | 170.20K | — | $6.17M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 133.45K | — | $4.83M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Financial Engines Advisors L.L.C. | 130.97K | — | $4.74M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 123.36K | — | $4.47M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Focus Partners Wealth | 110.02K | — | $3.99M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Creative Planning | 106.51K | — | $3.86M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 88.59K | — | $3.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Fisher Asset Management ✦ | 85.03K | -2.3% | $3.08M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 34 | Mariner, LLC | 73.26K | — | $2.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Baird Financial Group, Inc. | 61.56K | — | $2.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Goldman Sachs Group ✦ | 47.62K | +252.7% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Point72 Asset Management ✦ | 47.10K | New | $1.71M | 0.0% | New | 1 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 42.86K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Corient Private Wealth LP | 36.41K | — | $1.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Cibc World Market Inc. | 31.65K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Truist Financial Corp | 28.76K | — | $1.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | National Bank Of Canada /Fi/ | 26.95K | — | $976,141 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Us Bancorp \De\ | 26.94K | — | $975,919 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 44 | Captrust Financial Advisors | 25.62K | — | $928,059 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Bnp Paribas Financial Markets | 22.41K | — | $811,987 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Cerity Partners LLC | 21.92K | — | $794,016 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 15.72K | +43.1% | $569,483 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | BlackRock ✦ (passive) | 14.09K | +1954.2% | $510,547 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 49 | Bank Of Montreal /Can/ | 11.54K | — | $418,204 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 50 | Optiver Holding B.V. | 10.00K | — | $365,800 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | D. E. Shaw & Co. ✦ | 8.90K | New | $322,628 | 0.0% | New | 1 | SEC ↗ |
| 52 | Mercer Global Advisors Inc /Adv | 7.81K | — | $282,969 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Quantinno Capital Management LP | 6.20K | — | $224,487 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | TD Waterhouse Canada Inc. | 5.53K | — | $200,188 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Group One Trading Llc | 4.99K | — | $180,860 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Kayne Anderson Rudnick Investment… | 2.41K | — | $87,326 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Fifth Third Bancorp | 820 | — | $29,709 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | UBS AM, a distinct business unit of… | 494 | — | $17,898 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Assetmark, Inc | 282 | — | $10,217 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Toronto Dominion Bank | 5 | — | $198 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $1.71M | 0.0% |
| D. E. Shaw & Co. | $322,628 | 0.0% |
Exited
| Renaissance Technologies | $1.69M | was 0.0% |
| Citadel Advisors | $632,071 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 437 holders, 33.45M shares, $1.09B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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