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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,025,819$193M0.02%+105,19813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,879,059$92M0.01%+46,84313F-HR/ATimelineGroup
LPL Financial LLC2,108,400$67.4M0.03%+289,54813F-HRTimeline
UBS Group AGin group UBS Group AG1,629,846$52.1M0.01%-133,58913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,107,458$35.4M0.01%+124,77913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,083,912$34.6M0.03%-131,81513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,062,943$34M0.01%-18,91213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC841,213$26.9M0.04%-248,56713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…669,438$21.4M0.01%-82,68213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC610,350$19.5M0.01%13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO544,384$17.4M<0.01%+249,98713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA493,399$15.8M<0.01%-24,88513F-HRTimelineGroup
Granite Bay Wealth Management, LLC462,909$14.8M5.48%+4,84113F-HRTimeline
Rafferty Asset Management, LLC396,366$12.7M0.04%-73,08713F-HRTimeline
Cetera Investment Advisers357,770$11.4M0.02%+8,16713F-HRTimeline
Clearwater Capital Advisors, LLC333,655$10.7M1.04%+45813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding328,318$10.5M+9,404Timeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…318,611$10.3M0.04%-48,66313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.278,016$8.88M0.02%-25,67613F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding259,066$8.28M-242,792Timeline
MML INVESTORS SERVICES, LLC257,727$8.23M0.03%+4,14213F-HRTimeline
SOL Capital Management CO257,482$8.23M0.92%-12,50013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.212,060$6.78M0.02%new13F-HRTimelineGroup
Fisher Asset Management, LLC204,624$6.54M<0.01%-19,15813F-HRTimeline
Cambridge Investment Research Advisors,…186,261$5.95M0.02%-67413F-HRTimeline
BLAIR WILLIAM & CO/IL179,549$5.74M0.02%+10,61113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP171,632$5.48M0.01%+29,97713F-HRTimelineGroup
Wealthfront Advisers LLC170,184$5.44M0.02%+7,21413F-HR/ATimeline
PINNACLE ASSOCIATES LTD146,437$4.68M0.06%+23,30313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…146,108$4.67M<0.01%+6,70513F-HRTimelineGroup
Modern Wealth Management, LLC140,801$4.5M0.17%new13F-HR/ATimeline
Financial Engines Advisors L.L.C.124,356$3.97M0.01%+19,01013F-HRTimeline
HighTower Advisors, LLC111,552$3.56M<0.01%-10,03113F-HRTimeline
Foguth Wealth Management, LLC.98,334$3.39M0.89%+1,32313F-HRTimeline
1 NORTH WEALTH SERVICES LLC105,245$3.36M1.42%13F-HRTimeline
Sterling Investment Advisors, Ltd.104,020$3.32M0.81%+10,85013F-HRTimeline
Sage Capital Management, LLC103,765$3.32M1.68%-93613F-HRTimeline
Creative Planningin group Creative Planning103,392$3.3M<0.01%+3,07713F-HRTimelineGroup
CWM, LLCin group CWM, LLC98,317$3.14M0.01%+1,29713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…98,074$3.13M0.08%+87,41813F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.96,108$3.07M0.02%-27913F-HRTimeline
Private Advisor Group, LLC95,984$3.07M0.02%-4,58913F-HRTimeline
Fiduciary Alliance LLC95,977$3.07M0.31%-175,59313F-HRTimeline
Mariner, LLCin group Mariner, LLC84,809$2.71M<0.01%+1,83813F-HRTimelineGroup
Crestwood Advisors Group, LLC84,672$2.71M0.05%+1,18313F-HRTimeline
Signal Advisors Wealth, LLC83,739$2.68M0.3%-13,01713F-HRTimeline
Mesirow Financial Investment Management…76,224$2.44M0.05%-3,53813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS75,916$2.43M<0.01%+2,22913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.73,182$2.34M0.02%+3,25213F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC73,172$2.34M0.07%-14,23013F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …71,000$2.27M0.04%-1,04513F-HRTimelineGroup
Farrow Financial, Inc.68,809$2.22M1.44%+81713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC68,346$2.18M0.02%+39713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/68,235$2.18M<0.01%+34,91813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.66,745$2.13M<0.01%+5,98913F-HRTimelineGroup
Independent Advisor Alliance64,004$2.04M0.03%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC63,635$2.03M<0.01%+2,47113F-HR/ATimelineGroup
Pinnacle Wealth Management Advisory Gro…62,794$2.01M0.19%+5,27713F-HRTimeline
Blue Trust, Inc.60,788$1.94M0.02%+8,95013F-HR/ATimeline
Retirement Planning Group, LLC58,334$1.86M0.09%-88,51213F-HRTimeline
Kingsview Wealth Management, LLC55,686$1.78M0.03%+6,22913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…51,519$1.65M<0.01%-47,27013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC50,753$1.62M0.05%+3,71813F-HRTimeline
TD Waterhouse Canada Inc.50,513$1.61M0.01%+1,24613F-HRTimeline
Atria Wealth Solutions, Inc.50,161$1.6M0.02%-2,89813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…48,253$1.54M<0.01%+9,61113F-HRTimelineGroup
Intrepid Financial Planning Group LLC47,111$1.51M0.64%-12313F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding46,431$1.48M+10,540Timeline
Hancock Prospecting Pty Ltd45,766$1.46M0.11%13F-HR/ATimeline
Orion Porfolio Solutions, LLC45,657$1.46M0.01%+5,67213F-HRTimeline
Orion Portfolio Solutions, LLC45,657$1.46M0.01%+5,67213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…45,133$1.44M<0.01%+18,19413F-HR/ATimeline
Geneos Wealth Management Inc.44,722$1.43M0.05%-52713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding42,123$1.35M-7,448Timeline
GFS Advisors, LLC41,978$1.34M0.2%-2,09913F-HRTimeline
Destiny Wealth Partners, LLC40,924$1.31M0.21%-34213F-HRTimeline
NewEdge Advisors, LLC40,884$1.31M0.01%+24,25913F-HRTimeline
Paragon Private Wealth Management, LLC40,828$1.3M0.6%+5,07813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…38,299$1.29M<0.01%-4,82913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP39,211$1.25M<0.01%+12,65913F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC39,200$1.25M0.01%+15,90013F-HRTimelineGroup
Wealthspire Advisors, LLC39,139$1.25M0.01%-2,82013F-HRTimeline
Emerald Advisors, LLC38,473$1.23M0.17%+1,10413F-HRTimeline
Sanctuary Advisors, LLC36,724$1.23M0.01%+1,41213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC37,443$1.2M0.3%+2513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.36,477$1.17M0.02%+3,89313F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …34,735$1.11M0.02%-2,44513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\33,199$1.06M<0.01%-13,15713F-HRTimelineGroup
Sterling Investment Counsel, LLC32,506$1.04M0.69%-6,69513F-HRTimeline
Freedom Investment Management, Inc.32,399$1.04M0.09%+1,88913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS32,130$1.03M<0.01%-3,84913F-HRTimeline
Merit Financial Group, LLC30,859$986K0.02%+24,61813F-HRTimeline
Eagle Strategies LLC30,455$973K0.17%+4,27613F-HRTimeline
Strategic Advocates LLC29,240$934K0.32%+6,99313F-HRTimeline
Alpha Wealth Funds, LLC28,229$902K0.94%13F-HRTimeline
CIBC WORLD MARKET INC.27,711$885K<0.01%-1,83413F-HRTimeline
SPC Financial, Inc.27,563$881K0.08%-48313F-HRTimeline
Uniting Wealth Partners, LLC27,380$875K0.42%13F-HRTimeline
Federation des caisses Desjardins du Qu…26,881$859K<0.01%+2,05413F-HRTimeline
Phoenix Wealth Advisors26,424$844K0.37%+6313F-HRTimeline
CERTUITY, LLC26,398$843K0.09%+16,60313F-HRTimeline
HB Wealth Management, LLC26,184$837K0.01%+3,53813F-HRTimeline
Janney Montgomery Scott LLC25,347$810K<0.01%+3,00013F-HRTimeline
Pinnacle Financial Group, LLC / IL25,189$805K0.32%-70913F-HRTimeline
Ellis Investment Partners, LLC24,878$795K0.16%-7213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,503$783K<0.01%-37,41613F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC24,380$779K<0.01%013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management24,333$777K0.01%-1,90413F-HRTimelineGroup
WealthBridge Capital Management, LLC23,256$743K0.21%+5,95713F-HRTimeline
Archford Capital Strategies, LLC23,130$739K0.11%+98613F-HRTimeline
Avior Wealth Management, LLC21,591$690K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.21,226$678K0.02%+95213F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …20,820$665K0.01%+19,97013F-HRTimelineGroup
IHT Wealth Management, LLC20,295$648K0.02%+1,73913F-HRTimeline
Family Office Research LLC19,396$620K0.27%13F-HRTimeline
SCOTIA CAPITAL INC.18,969$606K<0.01%+65113F-HRTimeline
Steward Partners Investment Advisory, L…18,297$585K0.01%+1,33813F-HRTimeline
Ally Invest Advisors Inc.18,264$584K0.05%+2,93613F-HRTimeline
Portland Financial Advisors Inc18,091$578K1.55%13F-HRTimeline
EPG Wealth Management LLC17,935$573K0.15%-1,11213F-HRTimeline
Mission Hills Financial Advisory, LLC17,729$566K0.44%+32613F-HRTimeline
MGB Wealth Management, LLC17,641$564K0.17%+4313F-HRTimeline
Cresset Asset Management, LLC17,570$561K<0.01%-2,36513F-HRTimeline
EQUITABLE TRUST CO17,439$557K0.03%013F-HRTimeline
HUB Investment Partners, LLC17,311$553K0.02%-5,04213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC17,050$545K0.04%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC16,810$537K0.17%+2,26713F-HRTimeline
Mayflower Financial Advisors, LLC16,527$528K0.08%+4313F-HRTimeline
Tortoise Investment Management, LLC16,503$527K0.06%+2,14413F-HR/ATimeline
WEDBUSH SECURITIES INC16,271$520K0.02%+12413F-HRTimeline
Bleakley Financial Group, LLC16,094$514K0.02%-2,11913F-HRTimeline
Moors & Cabot, Inc.15,945$509K0.02%-10013F-HRTimeline
Arkadios Wealth Advisors15,772$504K0.03%+1,09513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15,720$502K0.04%+17213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC15,614$499K<0.01%-3,21713F-HRTimelineGroup
Resurgent Financial Advisors LLC15,600$498K0.29%-8813F-HRTimeline
Frisch Financial Group, Inc.15,518$496K0.15%013F-HRTimeline
ADG Wealth Management Group, LLC15,494$495K0.44%13F-HRTimeline
Advisory Services Network, LLC15,423$493K0.01%+1,09313F-HRTimeline
Greenwich Wealth Management LLC15,287$488K0.03%013F-HRTimeline
Keystone Financial Group15,215$486K0.05%+1,22013F-HRTimeline
Capital Investment Advisory Services, L…15,104$483K0.05%-2,93913F-HRTimeline
FMR LLCin group FMR LLC14,970$478K<0.01%+2,10913F-HRTimelineGroup
HBW ADVISORY SERVICES LLC14,908$476K0.05%+17513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,683$469K0.01%013F-HRTimelineGroup
Alteri Wealth LLC14,612$467K0.13%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,599$466K<0.01%+6,64413F-HRTimelineGroup
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …15,772$461K0.06%-3,39413F-HRTimelineGroup
Beacon Financial Advisory LLC14,336$458K0.15%-1,49813F-HRTimeline
WNY Asset Management, LLC13,911$444K0.06%+46513F-HRTimeline
One Charles Private Wealth Services, LLC13,714$438K0.15%+45013F-HRTimeline
SIGNATUREFD, LLC13,413$429K0.01%013F-HRTimeline
Caprock Group, LLC13,382$428K0.01%new13F-HRTimeline
Gladstone Institutional Advisory LLC13,313$425K0.02%+1,55513F-HRTimeline
Callan Capital, LLC13,134$420K0.03%-65713F-HRTimeline
Trek Financial, LLC12,750$407K0.03%+19613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.12,452$403K<0.01%-27513F-HRTimelineGroup
Coastline Trust Co12,446$398K0.05%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,925$381K0.01%+10013F-HRTimelineGroup
GeoWealth Management, LLC11,801$377K0.01%-2,08713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,658$372K<0.01%+4,65813F-HRTimelineGroup
L.M. KOHN & COMPANY11,599$371K0.1%-76213F-HRTimeline
Florida Trust Wealth Management Co11,400$364K0.01%013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC11,245$359K0.14%+3,38713F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,194$358K<0.01%+10,08713F-HRTimeline
Beverly Hills Private Wealth, LLC11,185$357K0.07%-3013F-HRTimeline
Owen LaRue, LLC11,150$356K0.19%-3,00013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,810$345K<0.01%-94413F-HRTimelineGroup
Key Client Fiduciary Advisors, LLC10,730$343K0.15%-9513F-HRTimeline
KFG WEALTH MANAGEMENT, LLC10,729$343K0.06%+13613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth10,636$340K<0.01%new13F-HR/ATimelineGroup
PFG Advisors10,610$339K0.02%+39313F-HRTimeline
Simplicity Wealth,LLC10,600$339K0.07%-6,25413F-HRTimeline
PBMares Wealth Management LLC10,440$334K0.07%+3,45013F-HRTimeline
Sigma Planning Corp10,437$333K0.01%-37613F-HRTimeline
Perennial Investment Advisors, LLC10,352$331K0.04%-3,29613F-HRTimeline
Perigon Wealth Management, LLC10,042$327K0.01%013F-HRTimeline
David Kennon Inc10,230$327K0.13%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,223$327K<0.01%+1,20313F-HRTimelineGroup
Main Street Financial Solutions, LLC10,177$325K0.03%+9013F-HRTimeline
HOLDERNESS INVESTMENTS CO10,161$325K0.07%-2,39013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.10,111$323K0.02%013F-HRTimelineGroup
TrinityBridge Ltd10,000$320K0.01%013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.10,000$320K0.03%013F-HRTimeline
Visionary Wealth Advisors9,930$317K0.02%+66113F-HRTimeline
Edgemoor Investment Advisors, Inc.9,821$314K0.03%-11,50013F-HRTimeline
NewEdge Wealth, LLC9,818$314K0.01%+15513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC9,784$313K0.03%-20013F-HRTimeline
Fortis Group Advisors, LLC9,661$309K0.06%+1,07713F-HRTimeline
PFG Investments, LLC9,354$299K0.02%-5013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,245$295K0.01%+54613F-HRTimelineGroup
Advantage Trust Co9,188$294K0.17%+93513F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC9,000$288K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC8,877$284K0.04%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,697$278K<0.01%-1,10913F-HRTimeline
Kovack Advisors, Inc.8,644$276K0.03%+6013F-HRTimeline
Financial Advocates Investment Manageme…8,405$269K0.02%-47713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,384$268K0.01%-57013F-HR/ATimelineGroup
CHOREO, LLC8,237$263K<0.01%+67113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA8,237$263K<0.01%+1,84513F-HRTimelineGroup