Security record · archived quarter
BOTZ
Global X - Robotics & Artificial Intelligence ETF · Financial Services · Asset Management - Global
64Tracked holders
+2Δ holders
27.70MShares held
$1.05BReported value
+6New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth +3.2% ·
share flow +7.5% ·
net new positions +1.6%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 | — |
| 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 5.26M | -2.4% | $199.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 5.18M | +16.7% | $196.49M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 3 | LPL Financial LLC | 2.27M | -4.3% | $86.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 2.12M | +4.9% | $80.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | FIL Ltd | 2.06M | New | $78.24M | 0.1% | New | 1 | SEC ↗ |
| 6 | UBS Group AG | 1.21M | -7.1% | $45.97M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 7 | JPMorgan Chase ✦ | 931.61K | +16.4% | $34.34M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 8 | Raymond James Financial Inc | 886.67K | -16.1% | $33.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Commonwealth Equity Services, Llc | 798.20K | -2.1% | $30.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Citigroup Inc | 662.65K | +23.7% | $25.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 553.01K | +6.9% | $20.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 12 | Ameriprise Financial Inc | 469.84K | +40.6% | $17.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 421.58K | -5.3% | $15.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Mirae Asset Global Investments Co.… | 389.97K | -19.5% | $14.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 376.18K | +16.4% | $14.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 349.22K | -1.9% | $13.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 17 | Barclays Plc | 346.48K | -23.2% | $13.15M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 18 | Envestnet Asset Management Inc | 322.42K | +7.8% | $12.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Wealthfront Advisers LLC | 308.06K | +7.5% | $11.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 308.31K | +24.7% | $11.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 249.10K | +11.8% | $9.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 22 | Cerity Partners LLC | 246.16K | -3.4% | $9.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 23 | Blair William & Co/Il | 202.34K | +10.1% | $7.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Lido Advisors, LLC | 187.65K | -59.6% | $7.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Stifel Financial Corp | 185.71K | -4.3% | $7.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 175.72K | +0.3% | $6.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 141.53K | +1047.4% | $5.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Creative Planning | 108.54K | -2.6% | $4.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Focus Partners Wealth | 104.05K | -3.6% | $3.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 96.10K | -71.3% | $3.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 79.03K | +11.6% | $3.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Fisher Asset Management ✦ | 77.96K | -1.1% | $2.96M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 33 | Neuberger Berman Group LLC | 77.83K | +0.4% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 48.11K | +12.8% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Goldman Sachs Group ✦ | 46.36K | -31.7% | $1.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | Mariner, LLC | 44.41K | -43.1% | $1.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Baird Financial Group, Inc. | 39.74K | -5.8% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 34.06K | -85.4% | $1.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Cibc World Market Inc. | 31.05K | -3.9% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Bnp Paribas Financial Markets | 28.33K | -1.2% | $1.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Truist Financial Corp | 27.19K | +10.1% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 42 | Financial Engines Advisors L.L.C. | 26.93K | -76.4% | $1.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 23.09K | +31.8% | $876,050 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 44 | Corient Private Wealth LP | 22.79K | +17.4% | $864,754 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Captrust Financial Advisors | 20.81K | +1.2% | $789,481 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Us Bancorp \De\ | 16.02K | +130.5% | $607,761 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 47 | Bank Of Montreal /Can/ | 14.54K | +44.0% | $551,572 | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 48 | BlackRock ✦ (passive) | 14.10K | 0.0% | $534,892 | 0.0% | Held | 4 | SEC ↗ ×2 |
| 49 | Quantinno Capital Management LP | 13.86K | +41.4% | $525,912 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Brown Advisory Inc | 12.90K | New | $489,312 | 0.0% | New | 1 | SEC ↗ |
| 51 | Squarepoint Ops LLC | 10.20K | New | $387,064 | 0.0% | New | 1 | SEC ↗ |
| 52 | Fifth Third Bancorp | 10.13K | -0.2% | $384,294 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Optiver Holding B.V. | 10.00K | 0.0% | $379,400 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Mercer Global Advisors Inc /Adv | 9.28K | -7.0% | $351,988 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | CIBC Bancorp USA Inc. | 9.22K | -5.2% | $349,863 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 56 | Nuveen, LLC | 8.58K | New | $325,412 | 0.0% | New | 1 | SEC ↗ |
| 57 | TD Waterhouse Canada Inc. | 4.33K | -22.6% | $164,609 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Point72 Asset Management ✦ | 4.19K | New | $159,007 | 0.0% | New | 1 | SEC ↗ |
| 59 | Franklin Resources Inc | 3.66K | 0.0% | $138,822 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 60 | Assetmark, Inc | 2.94K | -1.1% | $111,582 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Kayne Anderson Rudnick Investment… | 2.41K | 0.0% | $91,034 | 0.0% | Held | 3 | SEC ↗ |
| 62 | Russell Investments Group, Ltd. | 1.56K | +23.8% | $59,224 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | UBS AM, a distinct business unit of… | 869 | 0.0% | $32,970 | 0.0% | Held | 3 | SEC ↗ |
| 64 | Group One Trading Llc | 251 | New | $9,523 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| FIL Ltd | $78.24M | 0.1% |
| Brown Advisory Inc | $489,312 | 0.0% |
| Squarepoint Ops LLC | $387,064 | 0.0% |
| Nuveen, LLC | $325,412 | 0.0% |
| Point72 Asset Management | $159,007 | 0.0% |
| Group One Trading Llc | $9,523 | 0.0% |
Exited
| HighTower Advisors, LLC | $4.88M | was 0.0% |
| Qube Research & Technologies… | $3.63M | was 0.0% |
| D. E. Shaw & Co. | $1.97M | was 0.0% |
| Renaissance Technologies | $229,218 | was 0.0% |
| Balyasny Asset Management L.P. | $219,252 | 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: Q2 2026 ·
Methodology ·
Get this via the API