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Get Institutions for : 
Global X Robotics & Artificial Intelligence Thematic Etf (BOTZ)  
$31.49 0.17 (0.54%) as of 4:30 Tue 5/14


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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  : 
5.96 (23.35%)  




 
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
   CLAUDIA M.P. BATLLE CRP (R) LLC 32 *New 2024-03-31 121,380 $3,861,000 121,380
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 169 *New 2024-03-31 82,720 $2,631,000 82,720
   Farrow Financial Inc. 36 *New 2024-03-31 55,351 $1,761,000 55,351
   CENTAURUS FINANCIAL INC. 166 *New 2023-12-31 56,321 $1,605,000 56,321
   Nelson Van Denburg & Campbell Wealth Management Gr 321 *New 2024-03-31 26,781 $852,000 26,781
   Sowell Financial Services LLC 405 *New 2024-03-31 21,413 $681,000 21,413
   Paragon Private Wealth Management LLC 80 *New 2023-12-31 18,831 $537,000 18,831
   Atomi Financial Group Inc. 329 *New 2024-03-31 16,879 $537,000 16,879
   EQIS CAPITAL MANAGEMENT, INC. 430 *New 2023-12-31 17,825 $508,000 17,825
   Apeiron RIA LLC 126 *New 2024-03-31 14,360 $457,000 14,360
   HOLDERNESS INVESTMENTS CO 149 *New 2023-12-31 15,620 $445,000 15,620
   Sonoma Private Wealth LLC 62 *New 2024-03-31 11,465 $365,000 11,465
   COASTLINE TRUST CO 204 *New 2024-03-31 11,025 $351,000 11,025
   L.M. KOHN & COMPANY 186 *New 2024-03-31 10,634 $338,000 10,634
   David Kennon Inc 33 *New 2024-03-31 10,230 $325,000 10,230
   Fortis Group Advisors LLC 162 *New 2024-03-31 10,137 $322,000 10,137
   SIH Partners LLLP 13 *New 2024-03-31 10,000 $318,000 10,000
   PFG Investments LLC 758 *New 2024-03-31 8,954 $285,000 8,954
   Benchmark Investment Advisors LLC 260 *New 2023-12-31 9,621 $274,000 9,621
   Apollon Wealth Management LLC 908 *New 2024-03-31 8,422 $268,000 8,422
   Stratos Wealth Advisors LLC 587 *New 2024-03-31 7,759 $247,000 7,759
   Concurrent Investment Advisors LLC 735 *New 2024-03-31 7,491 $238,000 7,491
   WNY Asset Management LLC 209 *New 2024-03-31 7,484 $238,000 7,484
   J.W. COLE ADVISORS INC. 778 *New 2024-03-31 7,325 $233,000 7,325
   LINCOLN NATIONAL CORP 1062 *New 2024-03-31 7,319 $233,000 7,319
   INSIGNEO ADVISORY SERVICES LLC 389 *New 2023-12-31 8,153 $232,000 8,153
   FLAGSHIP HARBOR ADVISORS LLC 602 *New 2024-03-31 7,160 $228,000 7,160
   Pine Valley Investments Ltd Liability Co 416 *New 2024-03-31 7,100 $226,000 7,100
   Gladstone Institutional Advisory LLC 600 *New 2023-12-31 7,945 $226,000 7,945
   Aurora Private Wealth Inc. 136 *New 2024-03-31 7,096 $225,000 7,096
   PBMares Wealth Management LLC 164 *New 2024-03-31 6,987 $222,000 6,987
   COMMERCE BANK N A/MO 1127 *New 2024-03-31 6,680 $212,000 6,680
   PATTEN & PATTEN INC/TN 294 *New 2024-03-31 6,536 $208,000 6,536
   SIMPLEX TRADING LLC 1197 *New 2024-03-31 3,153 $100,000 3,153
   Asset Dedication LLC 421 *New 2024-03-31 1,916 $61,000 1,916
   Richardson Capital Management LLC 60 *New 2024-03-31 1,680 $53,000 1,680
   FIRST MANHATTAN CO 909 *New 2023-12-31 1,407 $40,000 1,407
   Cutler Group LP 483 *New 2024-03-31 900 $28,000 900
   HORIZON FINANCIAL SERVICES LLC 105 *New 2024-03-31 660 $21,000 660
   YHB INVESTMENT ADVISORS, INC. 593 *New 2024-03-31 675 $21,000 675
   Ahrens Investment Partners LLC 460 *New 2023-03-31 840 $21,000 840
   PACIFIC CAPITAL WEALTH ADVISORS INC 219 *New 2023-12-31 346 $10,000 346
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1651 *New 2023-12-31 284 $8,000 284
   DAGCO INC. 213 *New 2023-12-31 278 $8,000 278
   Lindbrook Capital LLC 1746 *New 2024-03-31 235 $7,000 235
   Tradewinds Capital Management LLC 341 *New 2024-03-31 233 $7,000 233
   WFA of San Diego LLC 355 *New 2023-09-30 100 $2,000 100
   First Command Advisory Services Inc. 463 *New 2024-03-31 27 $1,000 27
   CARDIFF PARK ADVISORS LLC 330 *New 2023-12-31 40 $1,000 40
   Dunhill Financial LLC 568 *New 2023-12-31 33 $1,000 33
   Roble Belko & Company Inc 310 *New 2024-03-31 4 $0 4
  51 Records found
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