Skip to content

BOTZ GLOBAL X FDS

Follow

RBTCS ARTFL INTE (fund)

372 managers (377 13F filers) reported a position in BOTZ shares at 2025-03-31, 30,404,258 shares in all. 45 filers opened a position and 51 filers sold out during the quarter.

Managers
372
13F filers
377
New
45
Added
123
Reduced
109
Sold out
51
Shares held by filers
30,404,258

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Advantage Trust Co9,188$261K0.16%013F-HRTimeline
Kovack Advisors, Inc.9,064$258K0.03%+42013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,009$256K0.01%-23613F-HRTimelineGroup
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC9,000$256K<0.01%013F-HRTimelineGroup
PFG Investments, LLC8,856$252K0.02%-49813F-HRTimeline
WEALTH ALLIANCE, LLC8,620$245K0.03%+1,88213F-HRTimeline
CW Advisors, LLC8,192$235K<0.01%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA8,185$233K<0.01%-5213F-HRTimelineGroup
Financial Advocates Investment Manageme…8,129$231K0.02%-27613F-HRTimeline
Vantage Point Financial LLC8,002$228K0.11%+113F-HRTimeline
BCS Wealth Management7,738$220K0.06%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC7,694$219K<0.01%-26013F-HRTimeline
OneDigital Investment Advisors LLC7,689$219K<0.01%+84113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,662$218K<0.01%-37013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,540$215K<0.01%-3,65413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,516$214K<0.01%new13F-HRTimelineGroup
JB Capital LLC7,503$214K0.01%+6013F-HRTimeline
FRG Family Wealth Advisors LLC7,410$211K0.04%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC7,276$207K0.01%-9813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC7,170$204K<0.01%-1,04613F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co7,168$204K0.01%+7213F-HRTimeline
Boyce & Associates Wealth Consulting, I…7,116$203K0.2%013F-HRTimeline
IMG Wealth Management, Inc.7,056$201K0.18%+4813F-HRTimeline
COMERICA BANK6,491$185K<0.01%-1,30013F-HRTimeline
Financial Perspectives, Inc5,941$169K0.06%013F-HRTimeline
Farther Finance Advisors, LLC5,551$159K<0.01%013F-HRTimeline
Powell Investment Advisors, LLC5,402$154K0.08%+15013F-HRTimeline
AMERIFLEX GROUP, INC.5,091$145K0.06%+4,20013F-HRTimeline
Winch Advisory Services, LLC4,897$139K0.04%-14613F-HRTimeline
GROUP ONE TRADING LLC4,878$139K0.01%+14013F-HRTimeline
GPS Wealth Strategies Group, LLC4,407$125K0.02%+2,10113F-HRTimeline
SBI Securities Co., Ltd.4,365$124K<0.01%+43613F-HRTimeline
Compagnie Lombard Odier SCmA4,000$114K<0.01%+2,00013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,000$114K<0.01%013F-HRTimeline
Innovative Advisory Group, LLC3,956$113K0.11%-5013F-HRTimeline
TD Waterhouse Canada Inc.3,938$113K<0.01%-46,57513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,303$106K<0.01%+5013F-HRTimelineGroup
Allworth Financial LP3,726$105K<0.01%+43113F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,369$96K0.04%-1,24013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,169$90.2K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources3,080$87.7K<0.01%-35513F-HRTimelineGroup
Golden State Wealth Management, LLC2,974$84.6K0.01%+35013F-HR/ATimeline
LANARK FINANCIAL, INC.2,811$80K0.01%+2,80913F-HRTimeline
Glassman Wealth Services2,774$78.9K0.01%013F-HRTimeline
Archer Investment Corp2,759$78.5K0.02%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,700$76.8K0.02%+1,40013F-HRTimeline
Fortitude Family Office, LLC2,589$73.7K0.03%013F-HRTimeline
Manchester Capital Management LLC2,550$72.6K0.01%013F-HRTimeline
Laurel Wealth Advisors LLC2,437$69.4K0.01%-40013F-HRTimeline
MAI Capital Management2,425$69K<0.01%+20013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,411$68.5K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,905$60.9K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,105$59.9K0.03%013F-HRTimeline
Solstein Capital, LLC2,055$58.5K0.03%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,962$55.9K0.01%-113F-HRTimeline
Asset Dedication, LLC1,916$54.5K<0.01%013F-HRTimeline
Larson Financial Group LLC1,902$54.1K<0.01%new13F-HRTimeline
PITTENGER & ANDERSON INC1,870$53.2K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,800$51.2K<0.01%013F-HRTimeline
Slocum, Gordon & Co LLP1,724$49.1K0.04%013F-HRTimeline
MATHER GROUP, LLC.1,556$44.3K<0.01%+78913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,376$39.2K<0.01%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,238$35.2K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC1,195$34K<0.01%013F-HRTimeline
2UniFi Bank1,000$32.1K0.02%013F-HRTimeline
Financial Freedom, LLC1,112$31.6K0.02%-99013F-HRTimeline
Nova Wealth Management, Inc.1,103$31.4K0.03%+84713F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC1,099$31.3K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,082$30.8K<0.01%+68413F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,002$28.5K<0.01%-22113F-HRTimelineGroup
Smithfield Trust Co1,000$28K<0.01%013F-HRTimeline
Beacon Capital Management, LLC940$26.8K<0.01%+1513F-HRTimeline
Lindbrook Capital, LLC938$26.7K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…902$25.7K<0.01%new13F-HRTimelineGroup
Sandy Spring Bank868$24.7K<0.01%-513F-HRTimeline
Park Square Financial Group, LLC841$23.9K0.02%-40013F-HRTimeline
SOA Wealth Advisors, LLC.802$22.8K<0.01%013F-HRTimeline
Transce3nd, LLC800$22.8K0.01%-99913F-HRTimeline
Realta Investment Advisors703$20K0.01%-22513F-HRTimeline
Wayfinding Financial, LLC731$20K0.01%new13F-HRTimeline
Centerpoint Advisors, LLC700$20K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC700$19.9K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.698$19.9K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.683$19.4K<0.01%013F-HRTimeline
von Borstel & Associates, Inc.670$19K0.01%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC660$18.8K0.01%013F-HR/ATimeline
PMV Capital Advisers, LLC635$18.1K0.04%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC621$18K<0.01%013F-HRTimelineGroup
LFA - Lugano Financial Advisors SA620$17.6K0.01%013F-HRTimeline
DAGCO, INC.618$17.6K0.01%new13F-HRTimeline
CoreCap Advisors, LLC608$17.3K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.600$17.1K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC600$17.1K0.01%+35013F-HRTimeline
Coston, McIsaac & Partners611$17K<0.01%013F-HRTimeline
SVB WEALTH LLC572$16.3K<0.01%new13F-HRTimeline
Sage Mountain Advisors LLC543$15.5K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc470$15K<0.01%013F-HRTimeline
HighMark Wealth Management LLC525$14.9K0.01%013F-HRTimeline
Sound Financial Strategies Group, LLC506$14.4K0.01%new13F-HRTimeline
Aventura Private Wealth, LLC503$14.3K0.01%+30313F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC501$14.3K0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.500$14.2K0.01%new13F-HRTimeline
TD Capital Management LLC492$14K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…481$13.7K<0.01%-1913F-HRTimelineGroup
PRIVATE TRUST CO NA470$13.4K<0.01%013F-HRTimeline
AE Wealth Management LLC438$12.5K<0.01%-5813F-HRTimeline
GHP Investment Advisors, Inc.415$11.8K<0.01%013F-HRTimeline
Stone House Investment Management, LLC414$11.8K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.414$11.8K<0.01%013F-HRTimelineGroup
Costello Asset Management, INC405$11.5K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC400$11.4K<0.01%013F-HRTimeline
NFSG Corp400$11.4K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc396$11.3K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC385$11K<0.01%013F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT376$10.7K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC375$10.7K0.01%-86613F-HRTimeline
Cedar Mountain Advisors, LLC350$9.96K<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC348$9.9K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC347$9.88K<0.01%-30013F-HRTimeline
Synergy Investment Management, LLC347$9.88K<0.01%new13F-HRTimeline
Painted Porch Advisors LLC339$9.64K<0.01%+11413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC335$9.53K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC314$8.94K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC300$8.54K0.01%013F-HRTimeline
Running Point Capital Advisors, LLC295$8.4K<0.01%new13F-HRTimeline
Dynamic Wealth Strategies, LLC278$7.91K0.01%new13F-HRTimeline
SIERRA OCEAN, LLC277$7.89K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC234$7K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP238$6.76K<0.01%-2413F-HRTimeline
FIDUCIARY ADVISORS, INC.213$6.07K0.01%013F-HRTimeline
PSI Advisors, LLC209$5.95K<0.01%-36613F-HRTimeline
Clearstead Advisors, LLC207$5.88K<0.01%-3,00013F-HRTimeline
Trust Co206$5.86K<0.01%013F-HRTimeline
JDM Financial Group LLC206$5.85K<0.01%013F-HRTimeline
Westside Investment Management, Inc.200$5.69K<0.01%013F-HRTimeline
Compass Financial Services Inc200$5.69K<0.01%013F-HRTimeline
COUNTRY TRUST BANK198$5.63K<0.01%+4113F-HR/ATimeline
Sound Income Strategies, LLC190$5.4K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.170$4.84K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL160$4.55K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC158$4.5K<0.01%013F-HRTimelineGroup
Tidemark, LLC142$4.04K<0.01%+413F-HRTimeline
IFP Advisors, Inc135$3.84K<0.01%013F-HRTimeline
Pacific Center for Financial Services132$3.76K<0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …98$3K<0.01%013F-HRTimelineGroup
Clark Wealth Partners95$2.71K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC85$2.42K<0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC80$2.28K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC76$2.16K<0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC60$1.71K<0.01%013F-HRTimeline
Nemes Rush Group LLC57$1.62K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…53$1.51K<0.01%-9913F-HRTimeline
Lowe Wealth Advisors, LLC50$1.42K<0.01%013F-HRTimeline
PFG Private Wealth Management, LLC50$1.42K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC50$1.42K0.02%new13F-HRTimeline
Abound Wealth Management40$1.14K<0.01%+3013F-HRTimeline
Founders Financial Alliance, LLC40$1.14K<0.01%-12513F-HRTimeline
Versant Capital Management, Inc37$1.04K<0.01%013F-HRTimeline
Dunhill Financial, LLC31$882<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC28$797<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.20$569<0.01%+1013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK15$429<0.01%new13F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC15$427<0.01%new13F-HRTimeline
Investors Research Corp12$345<0.01%new13F-HRTimeline
Horizon Investments, LLC10$285<0.01%013F-HRTimeline
Financial Management Professionals, Inc.8$228<0.01%013F-HRTimeline
NVWM, LLC8$228<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC3$86<0.01%new13F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC3$85<0.01%new13F-HRTimeline
Creekmur Asset Management LLC0$11<0.01%-113F-HRTimelineAmount filed as zero, left out of ratios.
Roble, Belko & Company, Inc4$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,01513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.