Security record · archived quarter
BOTZ
Global X - Robotics & Artificial Intelligence ETF · Financial Services · Asset Management - Global
64Tracked holders
+3Δ holders
26.05MShares held
$864.21MReported value
+7New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +4.9% ·
share flow +4.2% ·
net new positions +4.7%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 | n/a |
| Q2 2025 | 4 | +1 | 134.51K | $4.39M | +1 | n/a |
| Q1 2025 | 2 | +1 | 157.97K | $4.50M | +1 | n/a |
| Q4 2024 | 1 | -2 | 204.62K | $6.54M | n/a | −2 |
| Q3 2024 | 3 | +1 | 247.57K | $7.96M | +1 | n/a |
| Q2 2024 | 2 | n/a | 270.88K | $8.36M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 5.39M | +0.5% | $179.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 4.44M | +23.4% | $147.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 3 | LPL Financial LLC | 2.37M | -5.0% | $78.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 2.02M | +23.0% | $67.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | UBS Group AG | 1.30M | +12.6% | $43.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 6 | Raymond James Financial Inc | 1.06M | +35.2% | $35.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 815.01K | -1.0% | $27.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 800.02K | -4.9% | $25.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 9 | Citigroup Inc | 535.60K | -0.6% | $17.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 517.39K | +1.4% | $17.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 11 | Mirae Asset Global Investments Co.… | 484.34K | -46.0% | $16.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Lido Advisors, LLC | 464.22K | +1.2% | $15.42M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Barclays Plc | 451.19K | -23.8% | $14.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Cetera Investment Advisers | 445.20K | +0.7% | $14.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 355.81K | -31.2% | $11.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 16 | Ameriprise Financial Inc | 334.21K | -38.9% | $11.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | National Bank Of Canada /Fi/ | 334.33K | +1140.6% | $11.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Northwestern Mutual Wealth… | 323.15K | +6.6% | $10.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 299.11K | +2.9% | $9.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Wealthfront Advisers LLC | 286.46K | +10.3% | $9.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cerity Partners LLC | 254.89K | +1063.0% | $8.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | Jones Financial Companies Lllp | 247.32K | +37.2% | $8.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 233.35K | -31.0% | $7.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 222.86K | -11.2% | $7.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 25 | Stifel Financial Corp | 193.96K | -18.6% | $6.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Blair William & Co/Il | 183.77K | +3.3% | $6.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 175.12K | -13.9% | $5.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 147.01K | +19.2% | $4.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Cwm, Llc | 138.08K | +3.5% | $4.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Financial Engines Advisors L.L.C. | 114.18K | -12.8% | $3.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Creative Planning | 111.45K | +4.6% | $3.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Qube Research & Technologies Ltd | 109.15K | New | $3.63M | 0.0% | New | 1 | SEC ↗ |
| 33 | Focus Partners Wealth | 107.97K | -1.9% | $3.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Fisher Asset Management ✦ | 78.85K | -7.3% | $2.62M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 35 | Mariner, LLC | 78.02K | +6.5% | $2.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Neuberger Berman Group LLC | 77.54K | New | $2.58M | 0.0% | New | 1 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 70.81K | -20.1% | $2.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | Goldman Sachs Group ✦ | 67.91K | +42.6% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | D. E. Shaw & Co. ✦ | 59.34K | +566.3% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Wealth Enhancement Advisory… | 42.63K | -0.5% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Baird Financial Group, Inc. | 42.19K | -31.5% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Cibc World Market Inc. | 32.32K | +2.1% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Bnp Paribas Financial Markets | 28.67K | +27.9% | $952,351 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Truist Financial Corp | 24.70K | -14.1% | $820,674 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 45 | Captrust Financial Advisors | 20.56K | -19.7% | $683,081 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Corient Private Wealth LP | 19.41K | -46.7% | $644,931 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 17.53K | +11.5% | $582,205 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | BlackRock ✦ (passive) | 14.10K | 0.0% | $468,348 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 49 | Citadel Advisors ✦ | 12.34K | New | $409,769 | 0.0% | New | 1 | SEC ↗ |
| 50 | Fifth Third Bancorp | 10.14K | +1137.2% | $337,016 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 10.10K | -12.5% | $335,389 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 52 | Mercer Global Advisors Inc /Adv | 9.98K | +27.7% | $331,408 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Quantinno Capital Management LP | 9.81K | +58.3% | $325,784 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | CIBC Bancorp USA Inc. | 9.73K | n/a | $323,254 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 55 | Optiver Holding B.V. | 10.00K | 0.0% | $319,900 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Us Bancorp \De\ | 6.95K | -74.2% | $230,911 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 57 | Renaissance Technologies ✦ | 6.90K | New | $229,218 | 0.0% | New | 1 | SEC ↗ |
| 58 | Balyasny Asset Management L.P. | 6.60K | New | $219,252 | 0.0% | New | 1 | SEC ↗ |
| 59 | TD Waterhouse Canada Inc. | 5.59K | +1.1% | $189,190 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Franklin Resources Inc | 3.66K | New | $121,552 | 0.0% | New | 1 | SEC ↗ ×2 |
| 61 | Assetmark, Inc | 2.98K | +955.0% | $98,830 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Kayne Anderson Rudnick Investment… | 2.41K | 0.0% | $78,551 | 0.0% | Held | 2 | SEC ↗ |
| 63 | Russell Investments Group, Ltd. | 1.26K | New | $41,890 | 0.0% | New | 1 | SEC ↗ |
| 64 | UBS AM, a distinct business unit of… | 869 | +75.9% | $28,868 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Qube Research & Technologies… | $3.63M | 0.0% |
| Neuberger Berman Group LLC | $2.58M | 0.0% |
| Citadel Advisors | $409,769 | 0.0% |
| Renaissance Technologies | $229,218 | 0.0% |
| Balyasny Asset Management L.P. | $219,252 | 0.0% |
| Franklin Resources Inc | $121,552 | 0.0% |
| Russell Investments Group… | $41,890 | 0.0% |
Exited
| Chevy Chase Trust Holdings… | $6.17M | was 0.0% |
| Point72 Asset Management | $1.71M | was 0.0% |
| Group One Trading Llc | $180,860 | was 0.0% |
| Toronto Dominion Bank | $198 | 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: Q1 2026 ·
Methodology ·
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