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Disclosery

BOTZ GLOBAL X FDS

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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,190,220$176M0.02%+164,40113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,007,039$85.6M0.01%+127,98013F-HRTimelineGroup
LPL Financial LLC2,209,371$62.9M0.02%+100,97113F-HRTimeline
UBS Group AGgroup of 2 filers holding1,951,742$55.5M+321,896Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,147,287$32.7M0.01%+39,82913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC349,795$28.1M0.01%-713,14813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC846,563$24.1M0.03%+5,35013F-HRTimeline
OLD MISSION CAPITAL LLC674,077$19.2M0.37%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…660,235$18.8M0.01%-9,20313F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…607,867$17.6M0.07%+289,25613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO607,794$17.3M<0.01%+63,41013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC604,441$17.2M0.01%-5,90913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA469,064$13.4M<0.01%-24,33513F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC458,606$13.1M0.01%-625,30613F-HRTimelineGroup
Rafferty Asset Management, LLC447,988$12.7M0.05%+51,62213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.383,798$10.9M0.02%+105,78213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding352,951$10M+24,633Timeline
Clearwater Capital Advisors, LLC347,938$9.9M0.96%+14,28313F-HRTimeline
Cetera Investment Advisers344,581$9.81M0.02%-13,18913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding267,625$7.62M+8,559Timeline
SOL Capital Management CO248,567$7.07M0.78%-8,91513F-HRTimeline
MML INVESTORS SERVICES, LLC237,036$6.75M0.02%-20,69113F-HRTimeline
Cambridge Investment Research Advisors,…220,088$6.26M0.02%+33,82713F-HRTimeline
Wealthfront Advisers LLC207,203$5.9M0.02%+37,01913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…205,261$5.84M<0.01%+59,15313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP180,361$5.13M0.01%+8,72913F-HRTimelineGroup
BLAIR WILLIAM & CO/IL175,709$5M0.02%-3,84013F-HRTimeline
MinichMacGregor Wealth Management, LLC169,136$4.81M1.08%new13F-HRTimeline
PINNACLE ASSOCIATES LTD158,620$4.51M0.07%+12,18313F-HRTimeline
Modern Wealth Management, LLC140,760$4.01M0.13%-4113F-HR/ATimeline
Financial Engines Advisors L.L.C.126,298$3.59M0.01%+1,94213F-HRTimeline
Atria Wealth Solutions, Inc.125,868$3.58M0.04%+75,70713F-HRTimeline
Granite Bay Wealth Management, LLC121,938$3.47M1.21%-340,97113F-HRTimeline
Sterling Investment Advisors, Ltd.114,700$3.26M0.78%+10,68013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS113,510$3.23M<0.01%+37,59413F-HRTimelineGroup
CWM, LLCin group CWM, LLC110,594$3.15M0.01%+12,27713F-HRTimelineGroup
Nan Shan Life Insurance Co., Ltd.110,000$3.13M0.07%new13F-HRTimeline
Fisher Asset Management, LLC108,014$3.07M<0.01%-96,61013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.105,594$3.01M0.02%+9,48613F-HRTimeline
Sage Capital Management, LLC105,206$2.99M1.63%+1,44113F-HRTimeline
HighTower Advisors, LLC104,223$2.97M<0.01%-7,32913F-HRTimeline
Creative Planningin group Creative Planning103,071$2.93M<0.01%-32113F-HRTimelineGroup
Fiduciary Alliance LLC101,525$2.89M0.28%+5,54813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth101,296$2.88M0.01%+90,66013F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP100,791$2.87M<0.01%+86,19213F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC99,751$2.84M1.31%-5,49413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC99,599$2.83M<0.01%+35,96413F-HR/ATimelineGroup
Crestwood Advisors Group, LLC94,997$2.7M0.05%+10,32513F-HRTimeline
Geneos Wealth Management Inc.89,420$2.54M0.04%+44,69813F-HRTimeline
Private Advisor Group, LLC87,725$2.5M0.02%-8,25913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.86,244$2.45M0.02%+13,06213F-HRTimelineGroup
FLOW TRADERS U.S. LLC86,063$2.45M0.1%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC84,886$2.42M<0.01%+7713F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…76,927$2.19M0.2%+14,13313F-HRTimeline
Mesirow Financial Investment Management…75,623$2.15M0.04%-60113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP73,461$2.13M<0.01%+34,25013F-HR/ATimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC68,512$1.95M0.06%-4,66013F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …67,281$1.91M0.03%-3,71913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.63,562$1.81M<0.01%-3,18313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…61,682$1.76M0.04%-36,39213F-HRTimelineGroup
Advisory Services Network, LLC59,484$1.69M0.03%+44,06113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC58,612$1.67M0.02%-9,73413F-HRTimelineGroup
Blue Trust, Inc.58,327$1.66M0.02%-2,46113F-HRTimeline
Kingsview Wealth Management, LLC58,270$1.66M0.03%+2,58413F-HRTimeline
Orion Porfolio Solutions, LLC55,750$1.59M0.02%+10,09313F-HRTimeline
Orion Portfolio Solutions, LLC55,750$1.59M0.02%+10,09313F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC55,511$1.58M0.05%+4,75813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…53,002$1.51M<0.01%+4,74913F-HRTimelineGroup
NewEdge Advisors, LLC51,762$1.47M0.01%+10,87813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC49,960$1.42M<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…48,461$1.38M<0.01%+3,32813F-HRTimeline
Retirement Planning Group, LLC47,230$1.34M0.06%-11,10413F-HRTimeline
Foguth Wealth Management, LLC.47,026$1.34M0.32%-51,30813F-HRTimeline
Intrepid Financial Planning Group LLC46,266$1.32M0.61%-84513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC45,794$1.3M0.12%+28,74413F-HR/ATimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC45,800$1.3M0.01%+6,60013F-HRTimelineGroup
Hancock Prospecting Pty Ltd45,766$1.3M0.05%013F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…38,299$1.29M<0.01%013F-HR/ATimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd44,766$1.27M0.03%new13F-HRTimelineGroup
Emerald Advisors, LLC43,397$1.24M0.16%+4,92413F-HRTimeline
GFS Advisors, LLC42,961$1.22M0.25%+98313F-HRTimeline
Merit Financial Group, LLC42,563$1.21M0.02%+11,70413F-HRTimeline
Destiny Wealth Partners, LLC42,509$1.21M0.19%+1,58513F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding42,372$1.21M-4,059Timeline
Ameritas Investment Partners, Inc.group of 2 filers holding41,732$1.2M-391Timeline
Sterling Investment Counsel, LLC41,543$1.18M0.4%+9,03713F-HRTimeline
Strategic Advocates LLC41,494$1.18M0.41%+12,25413F-HRTimeline
Wealthspire Advisors, LLC41,219$1.17M0.01%+2,08013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.39,053$1.11M0.02%+2,57613F-HRTimelineGroup
Sanctuary Advisors, LLC37,764$1.07M0.01%+1,04013F-HRTimeline
Signal Advisors Wealth, LLC37,458$1.07M0.1%-46,28113F-HRTimeline
Janney Montgomery Scott LLC37,325$1.06M<0.01%+11,97813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,167$1.06M<0.01%-14,35213F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …35,132$1000K0.02%+39713F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL35,000$996K0.01%new13F-HRTimeline
Freedom Investment Management, Inc.33,765$961K0.08%+1,36613F-HRTimeline
Strategic Financial Concepts, LLC32,227$917K0.17%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC31,927$909K0.23%-5,51613F-HRTimelineGroup
Paragon Private Wealth Management, LLC30,860$878K0.41%-9,96813F-HRTimeline
Federation des caisses Desjardins du Qu…29,743$846K<0.01%+2,86213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\29,348$835K<0.01%-3,85113F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/28,418$809K<0.01%-39,81713F-HRTimelineGroup
SPC Financial, Inc.28,358$807K0.07%+79513F-HRTimeline
Eagle Strategies LLC28,260$804K0.14%-2,19513F-HRTimeline
Alpha Wealth Funds, LLC27,390$780K0.85%-83913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS27,386$779K<0.01%-4,74413F-HRTimeline
Phoenix Wealth Advisors26,826$763K0.33%+40213F-HRTimeline
CIBC WORLD MARKET INC.26,707$760K<0.01%-1,00413F-HRTimeline
CERTUITY, LLC26,398$751K0.08%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management24,652$702K0.01%+31913F-HRTimelineGroup
Ellis Investment Partners, LLC24,599$700K0.14%-27913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC24,380$694K<0.01%013F-HRTimelineGroup
Avior Wealth Management, LLC24,119$686K0.03%+2,52813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,878$680K<0.01%-62513F-HRTimelineGroup
Archford Capital Strategies, LLC23,013$655K0.1%-11713F-HRTimeline
Main Street Financial Solutions, LLC22,083$628K0.05%+11,90613F-HRTimeline
Arkadios Wealth Advisors21,377$608K0.02%+5,60513F-HRTimeline
SCOTIA CAPITAL INC.21,069$600K<0.01%+2,10013F-HRTimeline
MGB Wealth Management, LLC20,908$595K0.22%+3,26713F-HRTimeline
HB Wealth Management, LLC20,789$592K<0.01%-5,39513F-HRTimeline
Advyzon Investment Management, LLC20,621$587K0.21%+13,70113F-HRTimeline
Steward Partners Investment Advisory, L…19,815$564K<0.01%+1,51813F-HRTimeline
Cresset Asset Management, LLC19,687$560K<0.01%+2,11713F-HRTimeline
Arax Advisory Partners19,491$555K0.04%+16,25113F-HRTimeline
Ally Invest Advisors Inc.18,018$513K0.04%-24613F-HRTimeline
LaSalle St. Investment Advisors, LLC17,823$507K0.12%+1,01313F-HRTimeline
Mayflower Financial Advisors, LLC17,599$501K0.08%+1,07213F-HRTimeline
EQUITABLE TRUST CO17,439$496K0.03%013F-HRTimeline
Portland Financial Advisors Inc17,341$494K1.26%-75013F-HRTimeline
IHT Wealth Management, LLC17,328$493K0.02%-2,96713F-HRTimeline
Mission Hills Financial Advisory, LLC17,263$491K0.34%-46613F-HRTimeline
Family Office Research LLC17,128$487K0.24%-2,26813F-HRTimeline
Alteri Wealth LLC16,937$482K0.21%+2,32513F-HRTimeline
WEDBUSH SECURITIES INC16,729$476K0.02%+45813F-HRTimeline
Resurgent Financial Advisors LLC16,191$461K0.28%+59113F-HRTimeline
Belpointe Asset Management LLC15,802$450K0.02%new13F-HRTimeline
Frisch Financial Group, Inc.15,793$449K0.13%+27513F-HRTimeline
HARBOUR INVESTMENTS, INC.15,754$448K0.01%-5,47213F-HRTimeline
Moors & Cabot, Inc.15,650$445K0.02%-29513F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …15,477$440K0.01%-5,34313F-HRTimelineGroup
HBW ADVISORY SERVICES LLC15,380$438K0.06%+47213F-HRTimeline
Keystone Financial Group15,370$437K0.04%+15513F-HRTimeline
Greenwich Wealth Management LLC15,187$432K0.03%-10013F-HRTimeline
Bleakley Financial Group, LLC15,108$430K0.01%-98613F-HRTimeline
Capital Investment Advisory Services, L…14,840$422K0.04%-26413F-HRTimeline
Beacon Financial Advisory LLC14,778$421K0.13%+44213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,683$418K0.01%013F-HRTimelineGroup
WNY Asset Management, LLC14,534$414K0.05%+62313F-HRTimeline
Gladstone Institutional Advisory LLC14,413$410K0.02%+1,10013F-HRTimeline
FMR LLCin group FMR LLC14,292$407K<0.01%-67813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC13,820$393K<0.01%-1,79413F-HRTimelineGroup
One Charles Private Wealth Services, LLC13,714$390K0.13%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13,658$389K0.03%-2,06213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,648$388K<0.01%+4,95113F-HRTimeline
SIGNATUREFD, LLC13,413$382K0.01%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,250$377K0.01%new13F-HRTimeline
Callan Capital, LLC13,134$374K0.03%013F-HRTimeline
Mutual Advisors, LLC12,884$368K0.01%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd12,533$357K0.02%new13F-HRTimeline
TPG Financial Advisors, LLC12,339$351K0.16%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,170$346K<0.01%+51213F-HR/ATimelineGroup
GWN SECURITIES INC.11,334$346K0.02%new13F-HRTimeline
Integrated Wealth Concepts LLC12,154$346K<0.01%+4,43513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,717$333K0.01%-20813F-HRTimelineGroup
J HAGAN CAPITAL, INC.10,337$330K0.27%13F-HRTimeline
Continuum Advisory, LLC11,553$329K0.04%+2,67613F-HRTimeline
CHOREO, LLC11,502$327K0.01%+3,26513F-HRTimeline
Florida Trust Wealth Management Co11,400$324K0.01%013F-HRTimeline
GeoWealth Management, LLC11,337$323K0.01%-46413F-HRTimeline
Endowment Wealth Management, Inc.11,307$322K0.21%+3,77513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,227$320K<0.01%+41713F-HRTimelineGroup
Beverly Hills Private Wealth, LLC11,181$318K0.06%-413F-HRTimeline
Simplicity Wealth,LLC10,993$313K0.02%+39313F-HRTimeline
KFG WEALTH MANAGEMENT, LLC10,956$312K0.06%+22713F-HRTimeline
L.M. KOHN & COMPANY10,917$311K0.08%-68213F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC10,758$306K0.12%-48713F-HRTimeline
Owen LaRue, LLC10,650$303K0.15%-50013F-HRTimeline
TWO SIGMA SECURITIES, LLC10,404$296K0.05%new13F-HRTimeline
David Kennon Inc10,230$291K0.12%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,223$291K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,825$290K<0.01%-62713F-HRTimelineGroup
HOLDERNESS INVESTMENTS CO10,161$289K0.07%013F-HRTimeline
Sigma Planning Corp10,147$289K0.01%-29013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.10,111$288K0.02%013F-HRTimelineGroup
TrinityBridge Ltd10,000$285K0.01%013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.10,000$285K0.03%013F-HRTimeline
HUB Investment Partners, LLC9,988$284K0.01%-7,32313F-HRTimeline
Key Client Fiduciary Advisors, LLC9,962$284K0.13%-76813F-HRTimeline
Edgemoor Investment Advisors, Inc.9,821$280K0.03%013F-HRTimeline
NewEdge Wealth, LLC9,756$278K0.01%-6213F-HRTimeline
Stelac Advisory Services LLC9,697$276K0.11%+3,75513F-HRTimeline
PFG Advisors9,685$276K0.02%-92513F-HRTimeline
CGC Financial Services, LLC9,654$275K0.11%+8,61513F-HRTimeline
EPG Wealth Management LLC9,615$274K0.08%-8,32013F-HRTimeline
Perennial Investment Advisors, LLC9,587$273K0.03%-76513F-HRTimeline
Certified Advisory Corp9,521$271K0.03%new13F-HRTimeline
Visionary Wealth Advisors9,375$267K0.02%-55513F-HRTimeline
Caprock Group, LLC9,358$266K0.01%-4,02413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,318$265K0.01%new13F-HRTimeline
Perigon Wealth Management, LLC9,309$265K0.01%-73313F-HRTimeline