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Get Institutions for : 
Global X Robotics & Artificial Intelligence Thematic Etf (BOTZ)  
$31.92 0.32 (1.01%) as of 4:30 Mon 5/20


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 310    2
Total shares held : 
 43,303,998  
% of shares held : 
 65.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   35  
Amount of shares held : 
 4,162,172  
% of shares held change : 
   6.34%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.70  
Last Quarter's Ending Price : 
 $28.50  
Last Quarter's Average Price : 
 $25.53  
Change from last quarter's     
avg. price to the last closing  : 
6.39 (25.03%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
33
 1,300,554
 3%
 
Increased Positions :
113
 6,658,107
 15.38%
 
Unchanged Positions :
88
 356,080
 0.82%
 
Decreased Positions :
76
-1,126,868
-2.6%
 
Closed Positions :
35
-2,669,621
-6.16%
 
Guru Positions :
1
695,610
 1.61%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 613 - 2024-03-31 6,396,865 $203,484,000 752,784
   MORGAN STANLEY 1237 - 2024-03-31 2,989,293 $95,089,000 194,047
   UBS Group AG 683 - 2024-03-31 1,843,775 $58,650,000 355,909
   LPL FINANCIAL CORP 517 - 2024-03-31 1,725,678 $54,894,000 5,952
   ENVESTNET ASSET MANAGEMENT INC 795 - 2024-03-31 1,147,509 $36,502,000 753,207
   CITIGROUP INC 448 - 2024-03-31 1,088,132 $34,613,000 166,394
   PNC FINANCIAL SERVICES GROUP INC 311 - 2024-03-31 1,072,184 $34,106,000 -203,013
   J P MORGAN CHASE & CO 1415 - 2024-03-31 972,146 $30,924,000 37,403
   WELLS FARGO & CO/MN 918 - 2024-03-31 935,955 $29,773,000 213,823
   AMERIPRISE FINANCIAL INC 1084 - 2024-03-31 896,089 $28,518,000 498,861
   COMMONWEALTH EQUITY SERVICES LLC. 386 - 2024-03-31 889,018 $28,280,000 269,339
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 378 - 2024-03-31 760,712 $22,648,000 410,876
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 319 - 2024-03-31 695,610 $22,127,000 -20,940
   RAFFERTY ASSET MANAGEMENT LLC 137 - 2024-03-31 653,727 $20,795,000 88,021
   Advisor Group Holdings Inc. 480 - 2024-03-31 508,739 $16,183,000 134,176
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 656 - 2024-03-31 438,788 $13,958,000 36,171
   ROYAL BANK OF CANADA 1338 - 2024-03-31 422,102 $13,427,000 19,297
   MML INVESTORS SERVICES LLC 370 - 2024-03-31 358,686 $11,410,000 105,246
   CLARK CAPITAL MANAGEMENT GROUP INC 158 *New 2024-03-31 334,656 $10,645,000 334,656
   BSC PRIVATE WEALTH MANAGEMENT LLC 23 - 2024-03-31 327,456 $10,416,000 -2,107
   Lee Financial Group Hawaii Inc. 4 - 2024-03-31 290,209 $9,232,000 108,329
   BARCLAYS PLC 1072 - 2024-03-31 288,124 $9,165,000 -573,551
   SOL CAPITAL MANAGEMENT CO 21 - 2024-03-31 273,413 $8,697,000 2,843
   Kestra Advisory Services LLC 347 - 2024-03-31 272,082 $8,655,000 33,323
   Granite Bay Wealth Management LLC - 2024-03-31 258,479 $8,222,000 -13,931,562
   FINANCIAL NETWORK 443 - 2024-03-31 249,101 $7,924,000 88,555
   Fiduciary Alliance LLC 25 - 2024-03-31 226,210 $7,155,000 6,719
   Cetera Investment Advisers 252 - 2024-03-31 199,115 $6,334,000 37,635
   RAYMOND JAMES & ASSOCIATES 1438 - 2024-03-31 193,693 $6,161,000 -6,496
   BLAIR WILLIAM & CO/IL 439 - 2024-03-31 190,639 $6,064,000 -442
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 920 - 2024-03-31 175,881 $5,595,000 175,881
   MARSHALL WACE LLP 835 - 2024-03-31 170,534 $5,425,000 161,832
   Wealthfront Advisers LLC 274 - 2024-03-31 152,978 $4,866,000 19,985
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 822 - 2024-03-31 137,541 $4,375,000 -16,012
   PINNACLE ASSOCIATES LTD 267 - 2024-03-31 130,771 $4,160,000 7,637
   Prosperity Financial Group Inc. 7 - 2024-03-31 126,201 $4,014,000 -29,627
   CLAUDIA M.P. BATLLE CRP (R) LLC 32 *New 2024-03-31 121,380 $3,861,000 121,380
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 617 - 2024-03-31 120,926 $3,847,000 5,709
   JANE STREET GROUP LLC 1550 - 2024-03-31 117,804 $3,747,000 117,804
   PRUDENTIAL FINANCIAL INC 1095 - 2024-03-31 117,218 $3,729,000 39,689
   HIGHTOWER ADVISORS, LLC 1085 - 2024-03-31 116,363 $3,702,000 -39,464
   MULTIFINANCIAL SECURITIES CORP 567 - 2024-03-31 115,169 $3,664,000 58,389
   STIFEL FINANCIAL CORP 1356 - 2024-03-31 108,518 $3,452,000 40,070
   Change Path LLC 141 - 2024-03-31 105,655 $3,361,000 17,148
   FINANCIAL ENGINES ADVISORS L.L.C. 135 - 2024-03-31 96,397 $3,066,000 9,839
   Private Advisor Group LLC 636 - 2024-03-31 95,797 $3,047,000 8,180
   CREATIVE PLANNING 800 - 2024-03-31 94,722 $3,013,000 16,047
   CWM LLC 526 - 2024-03-31 93,140 $2,963,000 22,747
   Eagle Strategies LLC 41 - 2024-03-31 84,541 $2,689,000 39,117
   CRESTWOOD ADVISORS LLC 151 - 2024-03-31 83,937 $2,670,000 5,178
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 169 *New 2024-03-31 82,720 $2,631,000 82,720
   MARINER WEALTH ADVISORS, LLC 981 - 2024-03-31 81,942 $2,607,000 -94,067
   H D Vest Advisory Services 470 - 2024-03-31 81,693 $2,599,000 19,104
   PARK AVENUE SECURITIES LLC 328 - 2024-03-31 80,726 $2,568,000 23,468
   BANK OF MONTREAL /CAN/ 1271 - 2024-03-31 78,596 $2,543,000 -162,477
   TOCQUEVILLE ASSET MANAGEMENT LP 254 - 2024-03-31 78,127 $2,485,000 -3,273
   OPPENHEIMER & CO INC 466 - 2024-03-31 74,112 $2,358,000 29,236
   Sterling Investment Advisors Ltd. 51 - 2024-03-31 72,495 $2,306,000 54,055
   ENDURANCE WEALTH MANAGEMENT, INC. 66 - 2023-06-30 77,581 $2,230,000 -2,000
   BB&T CORP 1232 - 2024-03-31 67,494 $2,147,000 -13,167
   GREENWOOD CAPITAL ASSOCIATES LLC 85 - 2024-03-31 66,577 $2,118,000 66,577
   BNP PARIBAS ARBITRAGE SA 1414 - 2024-03-31 64,434 $2,050,000 20,512
   DAVIDSON D A & CO 523 - 2024-03-31 64,361 $2,047,000 64,361
   RWM Asset Management LLC 61 - 2024-03-31 62,434 $1,986,000 -137
   Equitable Holdings Inc. 465 - 2024-03-31 57,517 $1,830,000 28,107
   Baird Financial Group Inc. 987 - 2024-03-31 56,682 $1,803,000 31,746
   Farrow Financial Inc. 36 *New 2024-03-31 55,351 $1,761,000 55,351
   WT Wealth Management 49 - 2023-12-31 58,059 $1,655,000 -53,284
   CENTAURUS FINANCIAL INC. 173 - 2024-03-31 51,093 $1,625,000 -5,228
   Ameritas Advisory Services LLC 279 - 2024-03-31 50,203 $1,593,000 16,311
   Atria Wealth Solutions Inc. 722 - 2024-03-31 47,748 $1,519,000 -1,024
   Pinnacle Wealth Management Advisory Group LLC 99 - 2024-03-31 47,014 $1,496,000 4,517
   TD Waterhouse Canada Inc. 433 - 2024-03-31 47,406 $1,479,000 -18,005
   Geneos Wealth Management Inc. 293 - 2024-03-31 45,442 $1,446,000 1,996
   Intrepid Financial Planning Group LLC 41 *New 2024-03-31 44,529 $1,416,000 44,529
   Ronald Blue Trust Inc. 149 - 2024-03-31 44,153 $1,405,000 22,724
   Nan Shan Life Insurance Co. Ltd. 102 - 2024-03-31 43,000 $1,368,000 0
   GFS ADVISORS, LLC 80 - 2024-03-31 42,745 $1,360,000 3,032
   CAPTRUST FINANCIAL ADVISORS 981 - 2024-03-31 41,166 $1,309,000 1,998
   Kingsview Wealth Management LLC 435 - 2024-03-31 40,460 $1,287,000 18,764
   SIGNATURE SECURITIES GROUP CORPORATION 70 - 2024-03-31 39,105 $1,244,000 -17
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 54 - 2024-03-31 39,017 $1,241,000 812
   Sterling Investment Counsel LLC 38 - 2024-03-31 38,681 $1,230,000 2,960
   THRIVENT FINANCIAL FOR LUTHERANS 1697 - 2024-03-31 38,592 $1,228,000 1,232
   Rockefeller Capital Management L.P. 1187 - 2024-03-31 37,519 $1,194,000 1,149
   Simplicity WealthLLC 478 - 2024-03-31 35,837 $1,140,000 35,837
   Wealthcare Advisory Partners LLC 336 - 2024-03-31 35,723 $1,136,000 9,553
   Sontag Advisory LLC 298 - 2024-03-31 35,179 $1,119,000 -1,252
   Emerald Advisors LLC 28 - 2024-03-31 34,226 $1,089,000 465
   NATIONAL BANK OF CANADA /FI/ 971 - 2024-03-31 33,845 $1,058,000 -1,214
   REGIONS FINANCIAL CORP 493 - 2024-03-31 30,628 $974,000 0
   US BANCORP 1126 - 2024-03-31 30,569 $972,000 2,095
   Fifth Third Securities Inc. 163 - 2024-03-31 29,951 $953,000 1,167
   Orion Portfolio Solutions LLC 1011 - 2024-03-31 29,544 $940,000 -5,417
   CIBC WORLD MARKETS INC. 761 - 2024-03-31 29,225 $930,000 424
   SPC FINANCIAL, INC. 109 - 2024-03-31 29,109 $926,000 307
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1274 - 2024-03-31 28,428 $904,000 3,127
   OLD MISSION CAPITAL LLC 412 *New 2024-03-31 28,087 $893,000 28,087
   Insight Advisors LLC/ PA 96 - 2024-03-31 27,877 $887,000 -11,543
   TCG Advisory Services LLC 184 - 2024-03-31 27,754 $883,000 -2,036
  100 Records found
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