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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,365,982$194M0.01%-200,91413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,593,928$130M0.01%+229,95113F-HR/ATimelineGroup
LPL Financial LLC2,495,832$90.4M0.02%+231,06713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,641,295$59.5M0.01%+101,72613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,158,961$42M-185,397Timeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…896,252$32.5M0.09%+269,37013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO841,372$30.5M<0.01%-40,76713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC822,894$29.8M0.04%-46,61213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC782,164$28.3M0.01%+161,04813F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC592,205$21.5M0.01%+18,33713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC546,569$19.8M<0.01%+79,36813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC538,772$19.5M0.01%+115,80113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…517,540$18.8M0.01%-25,38113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA510,254$18.5M<0.01%+14,48613F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC458,765$16.6M0.07%new13F-HRTimelineGroup
Cetera Investment Advisers442,347$16M0.02%+8,83613F-HRTimeline
Rafferty Asset Management, LLC432,764$15.7M0.05%013F-HRTimeline
Clearwater Capital Advisors, LLC365,041$13.2M1.1%+1,20113F-HRTimeline
Modern Wealth Management, LLC343,014$12.4M0.23%+30,84713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…338,294$12.3M0.02%+279,66013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…303,139$11M0.01%+9,79313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding296,455$10.7M+13,034Timeline
Cambridge Investment Research Advisors,…285,582$10.3M0.03%+21,56013F-HRTimeline
Black Swift Group, LLC271,435$9.83M1.64%+9,24513F-HRTimeline
Wealthfront Advisers LLC259,746$9.41M0.02%+17,66513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.251,003$9.1M0.01%-60,99413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP238,123$8.63M0.01%+9,82013F-HRTimelineGroup
SOL Capital Management CO229,330$8.31M0.75%-11,19213F-HRTimeline
TPG Financial Advisors, LLC228,801$8.29M2.77%+16,47113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding215,909$7.82M-80,082Timeline
PINNACLE ASSOCIATES LTD208,406$7.55M0.1%+14,26213F-HRTimeline
MML INVESTORS SERVICES, LLC203,446$7.37M0.02%-25,67113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP180,202$6.54M<0.01%+38,24313F-HRTimelineGroup
BLAIR WILLIAM & CO/IL177,950$6.45M0.02%+6,71213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC172,988$6.27M0.3%+3,31313F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…170,202$6.17M0.02%new13F-HRTimelineGroup
Foguth Wealth Management, LLC.166,808$6.12M0.95%13F-HRTimeline
Fiduciary Alliance LLC136,861$4.96M0.32%+4,11813F-HRTimeline
CWM, LLCin group CWM, LLC133,454$4.83M0.01%-1,23113F-HRTimelineGroup
Financial Engines Advisors L.L.C.130,969$4.74M0.01%-2,04313F-HRTimeline
HighTower Advisors, LLC123,363$4.47M<0.01%-83013F-HRTimeline
Sterling Investment Advisors, Ltd.121,980$4.42M0.81%+2,19513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…121,194$4.39M0.3%+12,66413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth110,016$3.99M<0.01%+1,99313F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.108,000$3.95M0.1%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.108,187$3.92M0.03%+12,82113F-HRTimelineGroup
Creative Planningin group Creative Planning106,511$3.86M<0.01%+4,39513F-HRTimelineGroup
Crestwood Advisors Group, LLC102,877$3.73M0.06%+6,32313F-HRTimeline
Sanctuary Advisors, LLC100,042$3.62M0.02%+41,18713F-HRTimeline
1 NORTH WEALTH SERVICES LLC99,419$3.6M1.27%+2,65313F-HRTimeline
Advisory Services Network, LLC98,685$3.58M0.05%-40,05613F-HRTimeline
SG Americas Securities, LLC97,971$3.55M<0.01%+7,92213F-HRTimeline
Private Advisor Group, LLC96,918$3.51M0.02%+1,89313F-HRTimeline
BEARING POINT CAPITAL, LLC96,625$3.5M0.55%new13F-HRTimeline
Federation des caisses Desjardins du Qu…96,095$3.48M0.01%+72,19813F-HRTimeline
Mesirow Financial Investment Management…93,539$3.39M0.07%-11,84813F-HRTimeline
Sage Capital Management, LLC93,420$3.39M1.56%-9,55213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…88,594$3.21M0.01%+7,74013F-HR/ATimelineGroup
Fisher Asset Management, LLC85,025$3.08M<0.01%-1,99213F-HRTimeline
Nan Shan Life Insurance Co., Ltd.80,000$2.9M0.09%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC79,523$2.88M0.02%+5,80813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC73,260$2.65M<0.01%-11,02113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management70,320$2.55M0.03%+35,22813F-HRTimelineGroup
D.A. DAVIDSON & CO.67,762$2.46M0.02%+55,31513F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …65,892$2.39M0.03%-9513F-HRTimelineGroup
Orion Porfolio Solutions, LLC64,268$2.33M0.02%-6,18613F-HRTimeline
NewEdge Advisors, LLC62,602$2.27M0.01%-47313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.61,558$2.23M<0.01%-4,31213F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC60,254$2.18M0.05%-1,98613F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC25,544$2.12M2.01%new13F-HRTimeline
Emerald Advisors, LLC48,444$1.76M0.24%-3,66013F-HRTimeline
Janney Montgomery Scott LLC48,173$1.75M<0.01%+7,48313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC47,617$1.73M<0.01%+34,11513F-HR/ATimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.47,099$1.71M<0.01%new13F-HRTimelineGroup
Hancock Prospecting Pty Ltd45,766$1.66M0.05%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.45,182$1.64M0.02%+4,16613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…42,860$1.63M<0.01%+1,78913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …44,414$1.61M0.02%+33913F-HRTimelineGroup
SCOTIA CAPITAL INC.43,967$1.59M0.01%+17,64513F-HRTimeline
GFS Advisors, LLC43,724$1.58M0.19%-13113F-HRTimeline
Geneos Wealth Management Inc.43,673$1.58M0.04%013F-HRTimeline
Sterling Investment Counsel, LLC42,232$1.53M0.44%+59813F-HRTimeline
Intrepid Financial Planning Group LLC42,080$1.52M0.58%-3,01213F-HRTimeline
Fortis Group Advisors, LLC39,537$1.48M0.25%+56113F-HRTimeline
Paragon Private Wealth Management, LLC40,683$1.47M0.45%+1,33013F-HRTimeline
Kingsview Wealth Management, LLC39,527$1.43M0.02%-5,44613F-HRTimeline
Ausdal Financial Partners, Inc.38,449$1.39M0.06%+79613F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding37,941$1.37M-194Timeline
Strategic Advocates LLC36,889$1.35M0.35%-1,01013F-HRTimeline
Prospera Financial Services Inc36,073$1.31M0.02%+5,27413F-HRTimeline
Wealthspire Advisors, LLC35,694$1.29M0.01%+5,25213F-HRTimeline
Arax Advisory Partners33,923$1.23M0.04%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding32,231$1.17M+25,105Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC31,839$1.15M0.03%-10,41413F-HRTimelineGroup
CIBC WORLD MARKET INC.31,651$1.15M<0.01%-24913F-HRTimeline
Arta Finance Wealth Management LLC30,077$1.09M0.56%13F-HRTimeline
FineMark National Bank & Trust30,057$1.09M0.03%+713F-HRTimeline
Merit Financial Group, LLC29,626$1.07M0.01%-4,47013F-HRTimeline
APS Management Group, Inc.29,512$1.07M0.92%-4,22013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…29,196$1.06M0.01%+54813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,760$1.04M<0.01%+88413F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC28,274$1.03M0.34%-61613F-HRTimelineGroup
Belpointe Asset Management LLC28,327$1.03M0.04%+2,08713F-HRTimeline
RFG Advisory, LLC28,303$1.03M0.02%-3,14813F-HRTimeline
Arkadios Wealth Advisors27,566$999K0.02%+7,17013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/26,950$976K<0.01%+12913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\26,937$976K<0.01%013F-HRTimelineGroup
Phoenix Wealth Advisors26,511$960K0.37%-5013F-HRTimeline
Castleview Partners, LLC26,063$944K0.47%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS25,616$928K<0.01%-29513F-HRTimeline
Koa Wealth Management, LLC24,679$894K0.61%-86313F-HRTimeline
EFG International AGin group EFG International AG24,673$894K0.02%13F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC24,380$883K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC23,676$862K0.02%+13,27313F-HRTimeline
Eagle Strategies LLC23,558$854K0.11%-9,85513F-HRTimeline
Resurgent Financial Advisors LLC23,269$843K0.42%-68813F-HRTimeline
BCS Wealth Management23,240$842K0.09%+13,84713F-HRTimeline
Mutual Advisors, LLC23,044$835K0.02%+40213F-HRTimeline
U.S. Capital Wealth Advisors, LLC22,966$832K0.02%+11,06013F-HRTimeline
Endowment Wealth Management, Inc.22,840$828K0.38%+4,32013F-HRTimeline
&PARTNERS22,777$825K<0.01%+3,01713F-HRTimeline
COFG Advisors, LLC22,776$825K0.2%13F-HRTimeline
OBSIDIAN CIO, LLC22,669$821K1.22%-422,56713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS22,412$812K<0.01%-5,24513F-HRTimelineGroup
Virtue Capital Management, LLC3,901$811K0.13%new13F-HR/ATimeline
Farther Finance Advisors, LLC22,143$802K0.01%+83413F-HRTimeline
Henson-Edgewater Management, LLC22,130$802K0.47%13F-HR/ATimeline
Keystone Financial Group22,026$798K0.06%-58713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC21,916$794K<0.01%+5,34213F-HRTimelineGroup
HB Wealth Management, LLC21,379$775K0.01%-4,40313F-HRTimeline
Cresset Asset Management, LLC20,987$764K<0.01%+3,42013F-HRTimeline
Steward Partners Investment Advisory, L…20,079$727K<0.01%+33213F-HRTimeline
MGB Wealth Management, LLC19,959$723K0.21%+9013F-HRTimeline
Alteri Wealth LLC19,734$715K0.23%-34613F-HRTimeline
Ally Invest Advisors Inc.19,712$714K0.05%-54813F-HRTimeline
NewEdge Wealth, LLC19,575$709K0.01%-28913F-HRTimeline
Estate Planners Group, LLC19,490$706K0.31%13F-HRTimeline
LANARK FINANCIAL, INC.19,397$703K0.05%-14213F-HRTimeline
Mission Hills Financial Advisory, LLC19,064$691K0.36%+1,06213F-HRTimeline
Archford Capital Strategies, LLC18,991$688K0.08%+43313F-HRTimeline
Mayflower Financial Advisors, LLC18,613$674K0.08%+20113F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…18,531$671K0.11%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP18,205$661K<0.01%-1,25813F-HR/ATimelineGroup
Avior Wealth Management, LLC18,119$656K0.02%+23813F-HRTimeline
Allen Capital Group, LLC18,118$656K0.06%+8213F-HRTimeline
EQUITABLE TRUST CO17,439$632K0.03%013F-HRTimeline
CHOREO, LLC17,258$631K0.01%+2,56513F-HRTimeline
LaSalle St. Investment Advisors, LLC17,347$628K0.1%-34513F-HRTimeline
Retirement Planning Group, LLC17,319$627K0.02%-1,29013F-HRTimeline
Portland Financial Advisors Inc17,291$626K1.33%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…17,236$624K0.01%+71313F-HRTimelineGroup
Advyzon Investment Management, LLC17,221$624K0.07%-10,79713F-HRTimeline
BOS Asset Management, LLC17,020$617K0.17%+2,05213F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC17,000$616K<0.01%-57,60013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,646$609K<0.01%-12213F-HRTimelineGroup
Dynamic Advisor Solutions LLC16,682$604K0.02%new13F-HRTimeline
Verity Asset Management, Inc.16,392$594K0.25%new13F-HRTimeline
Alpha Wealth Funds, LLC16,376$593K0.4%-44213F-HRTimeline
Ellis Investment Partners, LLC16,287$590K0.1%-6,04713F-HRTimeline
Frisch Financial Group, Inc.15,811$575K0.13%013F-HRTimeline
FMR LLCin group FMR LLC15,719$569K<0.01%+4,73513F-HRTimelineGroup
WEDBUSH SECURITIES INC15,553$563K0.02%-69513F-HRTimeline
Moors & Cabot, Inc.15,430$559K0.02%+33513F-HRTimeline
Greenwich Wealth Management LLC15,187$550K0.02%013F-HRTimeline
HBW ADVISORY SERVICES LLC14,961$542K0.06%-1,05713F-HRTimeline
VestGen Advisors, LLC14,807$536K0.02%new13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC14,737$534K0.07%+2,03213F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC14,508$526K0.16%+2,40713F-HRTimeline
Waverly Advisors, LLC14,436$523K<0.01%+1,41513F-HRTimeline
Summit Financial, LLC14,313$521K0.01%-35,33213F-HRTimeline
HARBOUR INVESTMENTS, INC.14,290$518K0.01%+513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.14,092$511K<0.01%+13,40613F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management14,053$509K0.02%013F-HRTimelineGroup
IHT Wealth Management, LLC14,031$508K0.01%-50013F-HRTimeline
Capital Investment Advisory Services, L…13,805$500K0.04%-31713F-HRTimeline
Granite Bay Wealth Management, LLC13,595$493K0.12%-2,05613F-HRTimeline
Sun Group Wealth Partners13,387$485K0.39%13F-HRTimeline
Visionary Wealth Advisors13,326$483K0.02%+2,49813F-HRTimeline
One Charles Private Wealth Services, LLC13,047$473K0.12%-30213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,448$451K0.01%+1,64113F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.12,405$449K0.03%+1613F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,009$435K0.01%+1,74013F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …11,997$435K<0.01%13F-HR/ATimelineGroup
Western Wealth Management, LLC11,841$429K0.02%+4,64213F-HRTimeline
Gladstone Institutional Advisory LLC11,682$423K0.02%-1,52813F-HRTimeline
TOTH FINANCIAL ADVISORY CORP11,570$419K0.05%+3,00013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,543$418K<0.01%-1013F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC11,519$417K0.07%13F-HRTimeline
Beacon Financial Advisory LLC10,979$398K0.09%-1,48913F-HRTimeline
CGC Financial Services, LLC10,854$393K0.11%013F-HRTimeline
Savvy Advisors, Inc.10,804$391K0.01%new13F-HRTimeline
SBI Securities Co., Ltd.10,752$390K0.01%+2,26713F-HRTimeline
Bleakley Financial Group, LLC10,721$388K0.01%+6313F-HRTimeline
Key Client Fiduciary Advisors, LLC10,718$388K0.13%-53713F-HRTimeline
Krilogy Financial LLC10,020$380K0.01%013F-HRTimeline
SIGNATUREFD, LLC10,454$379K0.01%-26113F-HRTimeline
Kovack Advisors, Inc.10,309$373K0.02%+1,26113F-HR/ATimeline
Florida Trust Wealth Management Co10,250$371K0.01%013F-HRTimeline
David Kennon Inc10,230$371K0.13%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,173$369K<0.01%013F-HRTimelineGroup