Skip to content
Disclosery

BOTZ GLOBAL X FDS

Follow

RBTCS ARTFL INTE (fund)

443 managers (448 13F filers) reported a position in BOTZ shares at 2025-12-31, 33,317,560 shares in all. 56 filers opened a position and 37 filers sold out during the quarter.

Managers
443
13F filers
448
New
56
Added
140
Reduced
102
Sold out
37
Shares held by filers
33,317,560

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Optiver Holding B.V.in group Optiver Holding B.V.10,000$366K0.01%013F-HRTimelineGroup
Advantage Trust Co10,076$365K0.16%+88813F-HRTimeline
IEQ CAPITAL, LLC10,055$364K<0.01%new13F-HRTimeline
MMBG INVESTMENT ADVISORS CO.10,000$364K0.03%013F-HRTimeline
Family Office Research LLC9,842$362K0.15%-2,38513F-HRTimeline
WEALTH ALLIANCE, LLC9,838$356K0.03%-53613F-HRTimeline
HOLDERNESS INVESTMENTS CO9,811$355K0.07%013F-HRTimeline
Legacy Financial Advisors, Inc.9,767$354K0.05%-89113F-HRTimeline
PFG Investments, LLC9,667$350K0.02%-24013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,636$349K0.01%-25313F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd9,492$344K<0.01%new13F-HRTimelineGroup
Fortis Capital Advisors, LLC9,344$339K0.05%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …9,257$335K<0.01%-3,07013F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.9,131$331K<0.01%-1,30413F-HRTimelineGroup
Integrated Wealth Concepts LLC9,117$330K<0.01%-1,45613F-HRTimeline
DUTCH ASSET Corp9,100$330K0.25%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,069$329K<0.01%+47813F-HRTimelineGroup
COMERICA BANK8,945$324K<0.01%+1,08513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,905$323K<0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC8,836$320K0.03%-1813F-HRTimeline
CERTUITY, LLC8,795$319K0.02%-16,83113F-HRTimeline
ADVOCATE GROUP LLC8,567$310K0.05%-9313F-HRTimeline
Fortune Financial Group, Inc.8,115$307K0.3%13F-HRTimeline
HighPoint Advisor Group LLC8,217$298K0.01%new13F-HRTimeline
Valmark Advisers, Inc.8,193$297K<0.01%013F-HRTimeline
CARLSON FINANCIAL, INC.8,120$294K0.17%13F-HRTimeline
Aurora Private Wealth, Inc.8,083$293K0.19%13F-HRTimeline
Aureum Wealth Management, LLC8,036$291K0.27%13F-HRTimeline
Triumph Capital Management8,027$291K0.06%+2,10013F-HRTimeline
PFG Advisors7,957$288K0.01%-55413F-HRTimeline
James J. Burns & Company, LLC7,898$286K0.04%+3013F-HRTimeline
OpenArc Corporate Advisory, LLC7,877$285K<0.01%13F-HRTimeline
Main Street Financial Solutions, LLC7,833$284K0.02%-22813F-HRTimeline
Snowden Capital Advisors LLC7,794$284K0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,810$283K<0.01%-65713F-HRTimeline
Acropolis Investment Management, LLC7,718$280K0.01%new13F-HRTimeline
Owen LaRue, LLC7,629$276K0.11%+40013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,557$274K0.01%+16013F-HRTimeline
Brooklyn Investment Group7,447$274K0.01%new13F-HRTimeline
Sharkey, Howes & Javer7,546$273K0.03%new13F-HRTimeline
Fullerton Advisors, LLC7,449$270K0.27%13F-HRTimeline
FRG Family Wealth Advisors LLC7,410$268K0.04%013F-HRTimeline
Certified Advisory Corp7,406$268K0.02%+27413F-HRTimeline
Vantage Point Financial LLC7,385$268K0.1%-67713F-HRTimeline
PACK Private Wealth, LLC7,361$267K0.12%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC7,296$264K<0.01%-38413F-HRTimeline
Pine Valley Investments Ltd Liability Co7,197$262K0.01%-113F-HRTimeline
Intelligence Driven Advisers, LLC7,200$261K0.04%013F-HRTimeline
J.W. COLE ADVISORS, INC.8,565$260K0.01%+82713F-HRTimeline
Apella Capital, LLC7,142$259K0.01%new13F-HRTimeline
Caprock Group, LLC7,037$256K0.01%+40413F-HRTimeline
HUB Investment Partners, LLC7,053$256K0.01%-72413F-HRTimeline
Sunpointe, LLC7,000$255K0.08%new13F-HRTimeline
MONECO ADVISORS, LLC6,988$253K0.02%-1613F-HRTimeline
E&G Advisors, LLC6,967$252K0.06%new13F-HRTimeline
NWAM LLC6,631$252K0.01%+50513F-HRTimeline
OneDigital Investment Advisors LLC6,745$244K<0.01%+62213F-HRTimeline
CFO4Life Group, LLC6,744$244K0.03%013F-HRTimeline
IMG Wealth Management, Inc.6,678$242K0.15%-31013F-HRTimeline
Financial Perspectives, Inc6,676$242K0.07%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,423$235K0.01%+1613F-HRTimelineGroup
Anson Capital, Inc.6,466$234K0.17%new13F-HRTimeline
RMR Wealth Builders6,389$231K0.02%013F-HRTimeline
Beverly Hills Private Wealth, LLC6,385$231K0.04%-1,82913F-HR/ATimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,382$231K<0.01%new13F-HRTimelineGroup
M3 Advisory Group, LLC6,335$230K0.14%+27813F-HRTimeline
JB Capital LLC6,310$229K0.01%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC6,309$229K0.01%+27113F-HRTimeline
Beacon Pointe Advisors, LLC6,306$228K<0.01%new13F-HRTimeline
Perigon Wealth Management, LLC6,281$228K<0.01%013F-HRTimeline
EVOKE WEALTH, LLC6,200$226K<0.01%013F-HRTimeline
Quantinno Capital Management LP6,196$224K<0.01%new13F-HRTimeline
Quantum Financial Planning Services, In…6,170$224K0.08%new13F-HRTimeline
Comprehensive Financial Consultants Ins…5,856$212K0.06%new13F-HRTimeline
Soltis Investment Advisors LLC5,811$211K0.01%new13F-HR/ATimeline
Destiny Wealth Partners, LLC5,521$210K0.02%new13F-HRTimeline
Midwest Trust Co5,760$209K<0.01%-15013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,563$202K<0.01%+1,29513F-HRTimeline
GeoWealth Management, LLC5,531$200K0.01%-2,94013F-HRTimeline
TD Waterhouse Canada Inc.5,527$200K<0.01%+77013F-HRTimeline
Stelac Advisory Services LLC5,406$197K0.07%-1,97013F-HRTimeline
Powell Investment Advisors, LLC5,402$197K0.07%013F-HRTimeline
GROUP ONE TRADING LLC4,992$181K0.01%+1,10013F-HRTimeline
Winch Advisory Services, LLC4,909$178K0.04%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,600$167K<0.01%13F-HRTimelineGroup
IFP Advisors, Inc4,343$157K<0.01%+1,31213F-HRTimeline
Global Retirement Partners, LLC4,122$149K<0.01%+28113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,000$146K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC3,975$144K0.06%+3,91513F-HRTimeline
Allworth Financial LP3,847$139K<0.01%-513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,775$137K0.01%-18213F-HRTimeline
Manchester Capital Management LLC3,700$134K0.02%+1,15013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,542$128K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,539$127K0.04%+37513F-HRTimeline
Boreal Capital Management LLC3,308$120K0.09%013F-HRTimeline
Golden State Wealth Management, LLC3,095$112K0.01%013F-HRTimeline
Compagnie Lombard Odier SCmA3,000$109K<0.01%013F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.3,000$109K0.02%13F-HRTimelineGroup
MAI Capital Management2,965$107K<0.01%+30113F-HRTimeline
Glassman Wealth Services2,774$101K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,750$99.6K0.02%013F-HRTimeline
AdvisorNet Financial, Inc2,722$98.6K0.01%+86413F-HRTimeline
Fortitude Family Office, LLC2,595$94K0.02%013F-HRTimeline
Realta Investment Advisors2,557$92.6K0.03%+2,07913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,555$92.6K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,466$89.3K<0.01%+2,07413F-HRTimelineGroup
Laurel Wealth Advisors LLC2,462$89.2K0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,411$87.3K<0.01%013F-HRTimeline
NATIXISin group Natixis Investment Managers2,268$83.4K<0.01%+613F-HRTimelineGroup
Parallel Advisors, LLC2,296$83.2K<0.01%+28413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,105$76.3K0.03%013F-HRTimeline
Solstein Capital, LLC2,055$74.5K0.03%013F-HRTimeline
Asset Dedication, LLC1,916$69.4K<0.01%013F-HRTimeline
Archer Investment Corp1,833$66.4K0.01%013F-HRTimeline
Team Financial Group, LLC1,732$62.7K0.03%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,638$59.4K<0.01%+54013F-HRTimelineGroup
Blue Trust, Inc.1,590$57.6K<0.01%-2213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,376$49.9K<0.01%013F-HRTimeline
Rossby Financial, LCC1,349$48.9K0.02%+52313F-HRTimeline
Clearstead Advisors, LLC1,292$46.8K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,208$43.8K0.01%013F-HRTimeline
CFG Wealth Management Services, Inc.1,175$42.6K0.04%13F-HRTimeline
GPS Wealth Strategies Group, LLC1,149$41.6K0.04%-8,63813F-HRTimeline
Financial Freedom, LLC1,115$40.4K0.02%013F-HRTimeline
Nova Wealth Management, Inc.1,105$40K0.03%013F-HRTimeline
Kingdom Financial Group LLC.1,091$39.5K0.01%new13F-HRTimeline
LFA - Lugano Financial Advisors SA1,085$39.3K0.02%013F-HRTimeline
Strategic Wealth Advisors LLC1,034$37K0.03%13F-HRTimeline
SJS Investment Consulting Inc.1,010$36.6K<0.01%new13F-HRTimeline
2UniFi Bank1,000$36.2K0.02%013F-HRTimeline
PITTENGER & ANDERSON INC995$36K<0.01%013F-HRTimeline
Smithfield Trust Co1,000$36K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.980$35.5K0.03%013F-HRTimeline
First Command Advisory Services, Inc.969$35.1K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC898$32.9K<0.01%+39813F-HRTimeline
CoreCap Advisors, LLC885$32.1K<0.01%-2,27913F-HRTimeline
Modus Advisors, LLC854$30.9K0.01%new13F-HRTimeline
Root Financial Partners, LLC852$30.9K<0.01%+8213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…820$29.7K<0.01%-5413F-HRTimelineGroup
AMERIFLEX GROUP, INC.791$28.7K0.01%+8913F-HRTimeline
Innovative Advisory Group, LLC776$28.1K0.02%-2,95713F-HRTimeline
SITTNER & NELSON, LLC749$28.1K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC700$25.4K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC700$25K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.685$24.8K<0.01%013F-HRTimeline
Coston, McIsaac & Partners678$24K0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC660$23.9K0.01%013F-HRTimeline
Accordant Advisory Group Inc649$23.5K0.02%+46913F-HRTimeline
GHP Investment Advisors, Inc.623$22.6K<0.01%013F-HRTimeline
DAGCO, INC.618$22.4K0.01%013F-HRTimeline
Sound Financial Strategies Group, LLC611$22.1K0.02%+7313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC621$22K<0.01%013F-HR/ATimelineGroup
Fourth Dimension Wealth, LLC600$21.7K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.578$20.9K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc577$20.9K0.01%013F-HRTimeline
Sound Income Strategies, LLC509$19.5K<0.01%+31913F-HRTimeline
Aptus Capital Advisors, LLC537$19.5K<0.01%+7013F-HRTimeline
AE Wealth Management LLC531$19.2K<0.01%-89313F-HRTimeline
HighMark Wealth Management LLC525$19K0.01%013F-HRTimeline
Aventura Private Wealth, LLC503$18.2K0.01%013F-HRTimeline
American Wealth Advisors, LLC503$18.2K0.02%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC502$18.2K0.01%013F-HRTimeline
TD Capital Management LLC493$17.9K<0.01%013F-HRTimeline
Quattro Advisors LLC485$17.6K0.01%13F-HRTimeline
PRIVATE TRUST CO NA470$17K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC456$16.5K<0.01%+6513F-HRTimeline
NFSG Corp450$16.3K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.36$15K<0.01%+113F-HRTimelineGroup
Stone House Investment Management, LLC414$15K<0.01%013F-HRTimeline
RMG Wealth Management LLC240$14.9K<0.01%new13F-HRTimeline
Costello Asset Management, INC406$14.7K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC400$14.5K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc396$14.3K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC385$13.9K<0.01%013F-HRTimelineGroup
MCF Advisors LLC375$13.6K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT376$13.6K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.372$13.5K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC351$12.7K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC348$12.6K<0.01%013F-HRTimeline
Lavaca Capital LLC337$12.2K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC335$12.1K<0.01%013F-HRTimelineGroup
Gen-Wealth Partners Inc334$12.1K<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC330$12K<0.01%+23013F-HRTimeline
WealthShield Partners, LLC322$11.7K<0.01%013F-HRTimeline
Bogart Wealth, LLC315$11.4K<0.01%013F-HRTimeline
COUNTRY TRUST BANK309$11.2K<0.01%+3513F-HRTimeline
Lodestone Wealth Management LLC306$11.1K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC301$10.9K0.01%13F-HRTimeline
Running Point Capital Advisors, LLC295$10.7K<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC293$10.6K0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC282$10.2K<0.01%+25713F-HRTimelineGroup
Dynamic Wealth Strategies, LLC278$10.1K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC234$9K0.01%013F-HRTimeline
CrossGen Wealth, LLC228$8.26K0.01%13F-HRTimeline
Vision Retirement, LLC225$8.13K<0.01%13F-HRTimeline
Kilter Group LLC218$7.9K<0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.214$7.74K0.01%013F-HRTimeline
JDM Financial Group LLC206$7.47K<0.01%013F-HRTimeline
Trust Co206$7.46K<0.01%013F-HRTimeline
Westside Investment Management, Inc.200$7.25K<0.01%013F-HRTimeline