Skip to content
Disclosery

BOTZ GLOBAL X FDS

Follow

RBTCS ARTFL INTE (fund)

406 managers (409 13F filers) reported a position in BOTZ shares at 2025-09-30, 31,371,010 shares in all. 53 filers opened a position and 28 filers sold out during the quarter.

Managers
406
13F filers
409
New
53
Added
158
Reduced
101
Sold out
28
Shares held by filers
31,371,010

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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$326K0.15%013F-HRTimeline
Kovack Advisors, Inc.9,048$321K0.03%+6113F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC9,000$319K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC8,854$314K0.03%-29013F-HRTimeline
ADVOCATE GROUP LLC8,660$307K0.05%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,591$304K<0.01%+1,32913F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP8,570$304K0.03%+8,46513F-HRTimeline
PFG Advisors8,511$302K0.01%-33613F-HRTimeline
SBI Securities Co., Ltd.8,485$301K0.01%+3,21213F-HRTimeline
GeoWealth Management, LLC8,471$300K0.01%-1,38613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,467$300K<0.01%-4,24213F-HRTimeline
Beverly Hills Private Wealth, LLC8,214$291K0.05%-1,56213F-HRTimeline
Valmark Advisers, Inc.8,193$290K<0.01%-44113F-HRTimeline
Vantage Point Financial LLC8,062$286K0.11%+6013F-HRTimeline
Main Street Financial Solutions, LLC8,061$286K0.02%+9313F-HRTimeline
James J. Burns & Company, LLC7,868$279K0.04%+20113F-HRTimeline
COMERICA BANK7,860$278K<0.01%+4,39513F-HRTimeline
HUB Investment Partners, LLC7,777$276K0.01%-1,33913F-HRTimeline
J.W. COLE ADVISORS, INC.7,738$274K0.01%-3,12413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC7,680$272K<0.01%013F-HRTimeline
WOLVERINE TRADING, LLC7,655$269K0.01%new13F-HRTimeline
FRG Family Wealth Advisors LLC7,410$263K0.04%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,397$262K0.01%-4513F-HRTimeline
Stelac Advisory Services LLC7,376$261K0.09%013F-HRTimeline
PACK Private Wealth, LLC7,361$261K0.12%new13F-HRTimeline
Owen LaRue, LLC7,229$256K0.1%-3,42113F-HRTimeline
Intelligence Driven Advisers, LLC7,200$255K0.04%013F-HRTimeline
Western Wealth Management, LLC7,199$255K0.01%+44513F-HRTimeline
Pine Valley Investments Ltd Liability Co7,198$255K0.01%+113F-HRTimeline
Certified Advisory Corp7,132$253K0.02%-2,39913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding7,126$252K-33,017Timeline
MONECO ADVISORS, LLC7,004$248K0.02%new13F-HRTimeline
IMG Wealth Management, Inc.6,988$248K0.17%-7413F-HRTimeline
CFO4Life Group, LLC6,744$239K0.03%+513F-HRTimeline
Glenmede Investment Management, LP6,740$239K<0.01%013F-HRTimeline
PATTEN & PATTEN INC/TN6,691$237K0.01%+313F-HRTimeline
Financial Perspectives, Inc6,676$237K0.07%+16013F-HRTimeline
Strategic Financial Concepts, LLC6,599$234K0.03%new13F-HRTimeline
BAM Wealth Management, LLC6,582$233K0.18%13F-HRTimeline
Whalen Wealth Management Inc.6,525$231K0.14%new13F-HRTimeline
NWAM LLC6,126$227K0.01%013F-HR/ATimeline
StoneX Group Inc.in group StoneX Group Inc.6,407$227K0.01%-8113F-HRTimelineGroup
RMR Wealth Builders6,389$226K0.02%-1,20913F-HRTimeline
JB Capital LLC6,310$224K0.01%-1,12113F-HRTimeline
Caprock Group, LLC6,633$223K0.01%13F-HRTimeline
Perigon Wealth Management, LLC6,281$223K<0.01%-1,31413F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC6,224$221K<0.01%new13F-HRTimelineGroup
EVOKE WEALTH, LLC6,200$220K<0.01%new13F-HRTimeline
Trexquant Investment LP6,144$218K<0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC6,123$217K<0.01%-2,15713F-HRTimeline
SteelPeak Wealth, LLC6,097$216K0.01%new13F-HRTimeline
M3 Advisory Group, LLC6,057$215K0.13%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC6,038$214K0.01%new13F-HRTimeline
Triumph Capital Management5,927$210K0.06%new13F-HR/ATimeline
Midwest Trust Co5,910$209K<0.01%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,666$201K0.01%new13F-HRTimeline
Powell Investment Advisors, LLC5,402$191K0.07%-1,59013F-HRTimeline
Winch Advisory Services, LLC4,909$174K0.04%+1213F-HRTimeline
TD Waterhouse Canada Inc.4,757$170K<0.01%+82913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,268$151K<0.01%+3913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,089$145K<0.01%+28413F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC4,000$142K<0.01%013F-HRTimeline
IPG Investment Advisors LLC3,989$141K0.03%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,957$140K0.01%-6,71913F-HRTimeline
GROUP ONE TRADING LLC3,892$138K<0.01%new13F-HRTimeline
Allworth Financial LP3,852$136K<0.01%+12613F-HRTimeline
Global Retirement Partners, LLC3,841$136K<0.01%+1,52713F-HRTimeline
Innovative Advisory Group, LLC3,733$132K0.09%-20013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,542$126K0.01%+1,03013F-HRTimeline
Boreal Capital Management LLC3,308$117K0.09%013F-HRTimeline
CoreCap Advisors, LLC3,164$112K<0.01%+2,21313F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,164$112K0.04%+4513F-HRTimeline
Golden State Wealth Management, LLC3,095$110K0.01%+26713F-HRTimeline
IFP Advisors, Inc3,031$107K<0.01%+1,72513F-HR/ATimeline
Compagnie Lombard Odier SCmA3,000$106K<0.01%-2,00013F-HRTimeline
Glassman Wealth Services2,774$98.3K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,750$97.4K0.03%013F-HRTimeline
MAI Capital Management2,664$94.4K<0.01%013F-HRTimeline
Fortitude Family Office, LLC2,595$91.9K0.02%+613F-HRTimeline
Manchester Capital Management LLC2,550$90.3K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,411$85.6K<0.01%013F-HRTimeline
NATIXISin group Natixis Investment Managers2,262$79.9K<0.01%new13F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC2,105$74.6K0.03%013F-HR/ATimeline
Solstein Capital, LLC2,055$72.8K0.03%013F-HRTimeline
Parallel Advisors, LLC2,012$71.3K<0.01%-9513F-HRTimeline
North Capital, Inc.2,001$70.9K0.05%+1,00113F-HRTimeline
Asset Dedication, LLC1,916$67.9K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,858$65.8K<0.01%+5813F-HRTimeline
Archer Investment Corp1,833$65K0.01%+113F-HRTimeline
Team Financial Group, LLC1,732$61.4K0.03%+513F-HRTimeline
Blue Trust, Inc.1,612$57.1K<0.01%013F-HRTimeline
MATHER GROUP, LLC.1,556$55.1K<0.01%new13F-HRTimeline
AE Wealth Management LLC1,424$50.5K<0.01%+76013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,376$48.8K<0.01%013F-HRTimeline
Clearstead Advisors, LLC1,292$45.8K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,208$42.8K0.01%013F-HRTimeline
Financial Freedom, LLC1,115$39.5K0.02%+313F-HRTimeline
Nova Wealth Management, Inc.1,105$39.1K0.03%+213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,098$38.9K<0.01%+18513F-HRTimelineGroup
LFA - Lugano Financial Advisors SA1,085$38.4K0.02%+46513F-HRTimeline
2UniFi Bank1,000$35.4K0.02%013F-HRTimeline
PITTENGER & ANDERSON INC995$35.3K<0.01%-87513F-HRTimeline
Smithfield Trust Co1,000$35K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.980$34.7K0.04%013F-HR/ATimeline
Pathway Financial Advisers, LLC928$32.8K0.01%new13F-HRTimeline
Saranac Partners Ltd915$32.4K0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC899$31.9K<0.01%-20013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…874$31K<0.01%-2813F-HRTimelineGroup
Rossby Financial, LCC826$29.5K0.01%+73113F-HRTimeline
Root Financial Partners, LLC770$27.3K<0.01%new13F-HRTimeline
Centerpoint Advisors, LLC700$25K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.702$24.9K0.01%-1,08913F-HRTimeline
ROTHSCHILD INVESTMENT LLC700$24.8K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.686$24.3K<0.01%new13F-HRTimelineGroup
FAS Wealth Partners, Inc.685$24.3K<0.01%+213F-HRTimeline
Coston, McIsaac & Partners678$24K0.01%+3113F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC660$23.4K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.623$22.1K<0.01%+813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC621$22K<0.01%013F-HRTimelineGroup
DAGCO, INC.618$21.9K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC600$21.3K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.578$20.5K0.01%-12013F-HRTimeline
Glass Jacobson Investment Advisors llc577$20.4K0.01%+213F-HRTimeline
Sound Financial Strategies Group, LLC538$19.1K0.01%+1613F-HRTimeline
HighMark Wealth Management LLC525$18.6K0.01%013F-HRTimeline
Aventura Private Wealth, LLC503$17.8K0.01%013F-HRTimeline
American Wealth Advisors, LLC503$17.8K0.02%13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC502$17.8K0.01%+113F-HRTimeline
Smartleaf Asset Management LLC500$17.5K<0.01%new13F-HRTimeline
TD Capital Management LLC493$17.5K<0.01%+113F-HRTimeline
Realta Investment Advisors478$16.9K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA470$16.7K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC467$16.5K<0.01%-33413F-HRTimeline
NFSG Corp450$15.9K<0.01%+113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.35$14.7K<0.01%-37913F-HRTimelineGroup
Stone House Investment Management, LLC414$14.7K<0.01%013F-HRTimeline
Costello Asset Management, INC406$14.4K<0.01%+113F-HRTimeline
Princeton Global Asset Management LLC400$14.2K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc396$14K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…392$13.9K<0.01%+613F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC391$13.9K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC385$13.6K<0.01%013F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT376$13.3K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC1,362$13.3K0.01%+98713F-HRTimeline
SOA Wealth Advisors, LLC.372$13.2K<0.01%-43013F-HRTimeline
Cedar Mountain Advisors, LLC351$12.4K<0.01%+113F-HRTimeline
Provenance Wealth Advisors, LLC348$12.3K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC335$11.9K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC322$11.4K<0.01%+113F-HRTimeline
Bogart Wealth, LLC315$11.2K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC300$10.6K0.01%013F-HRTimeline
Running Point Capital Advisors, LLC295$10.5K<0.01%013F-HRTimeline
MMA ASSET MANAGEMENT LLC282$9.98K<0.01%new13F-HRTimeline
Dynamic Wealth Strategies, LLC278$9.85K0.01%013F-HRTimeline
COUNTRY TRUST BANK274$9.71K<0.01%+3613F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC234$8.29K0.01%013F-HRTimeline
Painted Porch Advisors LLC225$7.97K<0.01%013F-HRTimeline
Kilter Group LLC218$7.72K<0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.214$7.57K0.01%+113F-HRTimeline
JDM Financial Group LLC206$7.31K<0.01%013F-HRTimeline
Trust Co206$7.3K<0.01%013F-HRTimeline
Sound Income Strategies, LLC190$7.09K<0.01%013F-HRTimeline
Westside Investment Management, Inc.200$7.09K<0.01%013F-HRTimeline
Compass Financial Services Inc200$7.09K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC185$6.55K<0.01%013F-HRTimeline
Accordant Advisory Group Inc180$6.38K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.170$6.04K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC165$5.86K<0.01%+12513F-HRTimeline
Strategic Investment Solutions, Inc. /IL160$5.67K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC146$5K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC138$4.89K<0.01%013F-HRTimeline
Tidemark, LLC133$4.71K<0.01%013F-HRTimeline
Pacific Center for Financial Services132$4.68K<0.01%013F-HRTimeline
CNB Bank112$3.97K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC100$3.54K<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC100$3.54K<0.01%new13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …98$3K<0.01%013F-HRTimelineGroup
Turning Point Benefit Group, Inc.83$2.96K<0.01%new13F-HRTimeline
Premier Financial Group84$2.96K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…82$2.9K<0.01%+7213F-HRTimelineGroup
MATRIX PRIVATE CAPITAL GROUP LLC80$2.84K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.70$2.48K<0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC60$2.13K<0.01%013F-HRTimeline
CX Institutional56$2K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…53$1.88K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC50$1.77K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC50$1.77K0.03%013F-HRTimeline
Financial Life Planners49$1.74K<0.01%new13F-HRTimeline
Clark Wealth Partners30$1.1K<0.01%-6513F-HRTimeline
Dunhill Financial, LLC31$1.1K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.30$1.06K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC25$886<0.01%new13F-HRTimelineGroup
PROATHLETE WEALTH MANAGEMENT LLC18$638<0.01%+913F-HRTimeline
Perkins Coie Trust Co16$566<0.01%new13F-HRTimeline
Investors Research Corp12$430<0.01%013F-HRTimeline
Abound Wealth Management10$355<0.01%013F-HRTimeline
Financial Management Professionals, Inc.8$284<0.01%013F-HRTimeline
NVWM, LLC8$283<0.01%013F-HRTimeline
Horizon Investments, LLC7$248<0.01%013F-HRTimeline
Versant Capital Management, Inc5$162<0.01%-3213F-HRTimeline