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Disclosery

BOTZ GLOBAL X FDS

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RBTCS ARTFL INTE (fund)

382 managers (387 13F filers) reported a position in BOTZ shares at 2024-12-31, 29,678,310 shares in all. 26 filers opened a position and 38 filers sold out during the quarter.

Managers
382
13F filers
387
New
26
Added
130
Reduced
97
Sold out
38
Shares held by filers
29,678,310

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Lido Advisors, LLCin group Lido Advisors, LLC8,216$262K<0.01%+34113F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…8,032$257K<0.01%+96513F-HRTimelineGroup
Vantage Point Financial LLC8,001$256K0.14%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC7,954$254K0.01%+27413F-HRTimeline
IMS Capital Management7,930$253K0.12%+12013F-HRTimeline
COMERICA BANK7,791$249K<0.01%-61613F-HR/ATimeline
BCS Wealth Management7,738$247K0.06%013F-HRTimeline
Integrated Wealth Concepts LLC7,719$247K<0.01%-2,76413F-HRTimeline
Axos Invest Inc.7,665$245K0.18%-43413F-HRTimeline
Endowment Wealth Management, Inc.7,532$241K0.16%new13F-HRTimeline
Valmark Advisers, Inc.7,465$238K<0.01%+55013F-HRTimeline
JB Capital LLC7,443$238K0.01%new13F-HRTimeline
FRG Family Wealth Advisors LLC7,410$237K0.04%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC7,374$236K0.01%+17313F-HRTimeline
Boyce & Associates Wealth Consulting, I…7,116$227K0.23%013F-HRTimeline
Pine Valley Investments Ltd Liability Co7,096$227K0.01%-413F-HRTimeline
IMG Wealth Management, Inc.7,008$224K0.21%13F-HRTimeline
Advyzon Investment Management, LLC6,920$221K0.09%13F-HRTimeline
OneDigital Investment Advisors LLC6,848$219K<0.01%+39013F-HRTimeline
Insight Advisors, LLC/ PA6,780$218K0.04%-4,62213F-HRTimeline
RMR Wealth Builders6,835$218K0.02%-16513F-HR/ATimeline
Aurora Private Wealth, Inc.6,838$218K0.16%-17613F-HRTimeline
WEALTH ALLIANCE, LLC6,738$215K0.03%-7113F-HRTimeline
PATTEN & PATTEN INC/TN6,688$214K0.01%+15013F-HRTimeline
Stelac Advisory Services LLC5,942$191K0.07%013F-HRTimeline
Financial Perspectives, Inc5,941$190K0.06%+40613F-HRTimeline
Farther Finance Advisors, LLC5,551$177K0.01%+4,21213F-HRTimeline
Powell Investment Advisors, LLC5,252$168K0.08%013F-HRTimeline
Winch Advisory Services, LLC5,043$161K0.04%013F-HRTimeline
Global Retirement Partners, LLC4,968$159K<0.01%-1,78013F-HRTimeline
Ethos Financial Group, LLC4,770$152K0.02%new13F-HRTimeline
GROUP ONE TRADING LLC4,738$151K0.01%new13F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.4,609$147K0.07%013F-HRTimeline
Union Bancaire Privee, UBP SA4,273$138K<0.01%13F-HR/ATimeline
Innovative Advisory Group, LLC4,006$128K0.11%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,000$128K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.3,929$126K<0.01%13F-HRTimeline
Smartleaf Asset Management LLC3,801$122K0.01%013F-HRTimeline
Allworth Financial LP3,295$113K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,435$110K<0.01%+10513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,253$104K<0.01%+85313F-HRTimelineGroup
Arax Advisory Partners3,240$104K0.01%013F-HRTimeline
Clearstead Advisors, LLC3,207$102K<0.01%+3,00013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,169$101K<0.01%013F-HRTimelineGroup
Householder Group Estate & Retirement S…2,921$93K0.07%-813F-HRTimeline
Laurel Wealth Advisors LLC2,837$90.6K0.01%-78313F-HRTimeline
Glassman Wealth Services2,774$88.6K0.01%-1,33313F-HRTimeline
Archer Investment Corp2,759$88.2K0.02%+2,58313F-HRTimeline
AlphaMark Advisors, LLC2,725$87K0.04%+2513F-HRTimeline
Golden State Wealth Management, LLC2,624$83.8K0.01%13F-HRTimeline
Fortitude Family Office, LLC2,589$82.7K0.03%013F-HRTimeline
Manchester Capital Management LLC2,550$81.5K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,411$77.3K<0.01%-1,26613F-HR/ATimeline
GPS Wealth Strategies Group, LLC2,306$73.7K0.01%+94213F-HRTimeline
MAI Capital Management2,225$71.1K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…2,015$69.3K<0.01%-7013F-HRTimeline
Hilltop National Bank2,108$67.4K0.02%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,105$67.3K0.03%new13F-HRTimeline
Financial Freedom, LLC2,102$67.2K0.04%013F-HRTimeline
Solstein Capital, LLC2,055$65.7K0.04%013F-HRTimeline
Compagnie Lombard Odier SCmA2,000$63.9K<0.01%-3,00013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,963$62.7K0.01%013F-HRTimeline
Financial Life Planners1,933$61.8K0.05%13F-HRTimeline
Asset Dedication, LLC1,916$61.2K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,905$60.9K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC1,870$59.7K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,800$57.5K<0.01%-3,06713F-HRTimeline
Transce3nd, LLC1,799$57.5K0.02%13F-HRTimeline
Slocum, Gordon & Co LLP1,724$55.1K0.05%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,376$44K<0.01%-22313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,300$41.5K0.01%+90013F-HRTimeline
Accredited Wealth Management, LLC1,241$39.6K0.03%13F-HRTimeline
Park Square Financial Group, LLC1,241$39.6K0.03%13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,238$39.6K<0.01%-6,58313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,223$39.1K<0.01%+60713F-HRTimelineGroup
Ramirez Asset Management, Inc.1,200$38.3K0.01%013F-HRTimeline
Parallel Advisors, LLC1,195$38.2K<0.01%-12013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,099$35.1K<0.01%-20013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CGC Financial Services, LLC1,039$33.2K0.01%013F-HRTimeline
Smithfield Trust Co1,000$32K<0.01%013F-HRTimeline
2UniFi Bank1,000$31.9K0.02%13F-HRTimeline
Realta Investment Advisors928$30.6K0.01%+42813F-HRTimeline
Lindbrook Capital, LLC938$30K<0.01%013F-HRTimeline
Beacon Capital Management, LLC925$29.6K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.891$29.6K0.01%13F-HRTimeline
Pathway Financial Advisers, LLC925$29.5K0.01%+113F-HRTimeline
Sandy Spring Bank873$27.9K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC851$27.2K0.05%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…850$27.2K0.01%new13F-HRTimeline
Avondale Wealth Management815$26K0.02%013F-HRTimeline
SOA Wealth Advisors, LLC.802$25.6K<0.01%+17013F-HR/ATimeline
MATHER GROUP, LLC.767$24.5K<0.01%+58713F-HRTimeline
WASHINGTON TRUST Co767$24.5K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC700$22.4K<0.01%-1013F-HRTimeline
DHJJ Financial Advisors, Ltd.698$22.3K0.01%013F-HRTimeline
Centerpoint Advisors, LLC700$22K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.683$21.8K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC660$21.1K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC647$20.7K<0.01%+30013F-HRTimeline
PMV Capital Advisers, LLC635$20.3K0.05%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC621$20K<0.01%013F-HRTimelineGroup
LFA - Lugano Financial Advisors SA620$19.8K0.01%new13F-HRTimeline
CoreCap Advisors, LLC608$19.4K<0.01%+15213F-HRTimeline
BOK Financial Private Wealth, Inc.600$19.2K<0.01%013F-HRTimeline
Coston, McIsaac & Partners611$19K0.01%+3013F-HRTimeline
PSI Advisors, LLC575$18.3K0.01%-48113F-HRTimeline
HighMark Wealth Management LLC525$16.8K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC501$16K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…500$16K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC496$15.8K<0.01%new13F-HRTimeline
TD Capital Management LLC492$15.7K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc470$15K<0.01%+4213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PRIVATE TRUST CO NA470$15K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.415$13.3K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.414$13.2K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC400$12.8K<0.01%013F-HRTimeline
NFSG Corp400$12.8K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…398$12.7K<0.01%-34113F-HRTimelineGroup
Bell Investment Advisors, Inc396$12.7K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC385$12.3K<0.01%013F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT376$12K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC348$11.1K<0.01%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.346$11.1K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC335$10.7K<0.01%013F-HRTimelineGroup
Van Hulzen Asset Management, LLC325$10.4K<0.01%new13F-HRTimeline
Modus Advisors, LLC320$10.2K<0.01%new13F-HRTimeline
Bogart Wealth, LLC314$10K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC310$9.9K<0.01%013F-HR/ATimeline
AllSquare Wealth Management LLC300$9.59K0.01%013F-HRTimeline
Headlands Technologies LLC293$9.36K<0.01%new13F-HRTimeline
Pacifica Partners Inc.284$9.18K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC277$8.86K0.01%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP262$8.36K<0.01%+213F-HRTimeline
First Horizon Advisors, Inc.260$8.32K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.256$8.18K0.01%13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC234$8K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC250$7.99K<0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC247$7.9K<0.01%13F-HRTimeline
Coppell Advisory Solutions LLC232$7.47K<0.01%+3913F-HRTimeline
Tradewinds Capital Management, LLC233$7.46K<0.01%013F-HRTimeline
Painted Porch Advisors LLC225$7.18K<0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.213$6.81K0.01%13F-HRTimeline
Trust Co206$6.58K<0.01%013F-HRTimeline
JDM Financial Group LLC206$6.57K<0.01%013F-HRTimeline
West Branch Capital LLC205$6.55K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.200$6.39K<0.01%013F-HRTimeline
Compass Financial Services Inc200$6.39K<0.01%13F-HRTimeline
Aventura Private Wealth, LLC200$6.39K<0.01%13F-HRTimeline
Sound Income Strategies, LLC190$6.06K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC185$5.91K<0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC170$5.43K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC165$5.28K<0.01%+4013F-HRTimeline
Strategic Investment Solutions, Inc. /IL160$5.11K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC158$5.05K<0.01%013F-HRTimelineGroup
COUNTRY TRUST BANK157$5.02K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC153$4.89K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…152$4.86K<0.01%013F-HRTimeline
Tidemark, LLC138$4.41K<0.01%+913F-HRTimeline
IFP Advisors, Inc135$4.31K<0.01%013F-HRTimeline
Pacific Center for Financial Services132$4.22K<0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.100$3.19K<0.01%013F-HRTimeline
Aspect Partners, LLC100$3.19K<0.01%new13F-HRTimeline
Clark Wealth Partners95$3.04K<0.01%13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …98$3K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC85$2.72K<0.01%013F-HRTimeline
Copley Financial Group, Inc.81$2.59K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC60$1.92K<0.01%-43913F-HRTimeline
Nemes Rush Group LLC57$1.82K<0.01%new13F-HRTimeline
Lowe Wealth Advisors, LLC50$1.6K<0.01%013F-HRTimeline
PFG Private Wealth Management, LLC50$1.6K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC40$1.28K<0.01%013F-HRTimeline
Versant Capital Management, Inc37$1.17K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC28$895<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.10$320<0.01%013F-HRTimeline
Horizon Investments, LLC10$320<0.01%013F-HRTimeline
Abound Wealth Management10$320<0.01%013F-HRTimeline
Financial Management Professionals, Inc.8$256<0.01%013F-HRTimeline
NVWM, LLC8$256<0.01%013F-HRTimeline
American Capital Advisory, LLC3$96<0.01%-313F-HRTimeline
LANARK FINANCIAL, INC.2$860.01%-2,70913F-HRTimeline
Creekmur Asset Management LLC1$18<0.01%013F-HRTimeline
Roble, Belko & Company, Inc4$00%013F-HRTimelineValue filed as zero, left out of ratios.