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Get Institutions for : 
Global X Robotics & Artificial Intelligence Thematic Etf (BOTZ)  
$31.57 0.35 (1.1%) as of 4:30 Tue 5/21


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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  : 
6.04 (23.66%)  




 
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
   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
   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
   Lee Financial Group Hawaii Inc. 4 - 2024-03-31 290,209 $9,232,000 108,329
   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
   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
   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
   PINNACLE ASSOCIATES LTD 267 - 2024-03-31 130,771 $4,160,000 7,637
   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
   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
   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
   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
   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
   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
   Ameritas Advisory Services LLC 279 - 2024-03-31 50,203 $1,593,000 16,311
   Pinnacle Wealth Management Advisory Group LLC 99 - 2024-03-31 47,014 $1,496,000 4,517
   Geneos Wealth Management Inc. 293 - 2024-03-31 45,442 $1,446,000 1,996
   Ronald Blue Trust Inc. 149 - 2024-03-31 44,153 $1,405,000 22,724
   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
   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
   Emerald Advisors LLC 28 - 2024-03-31 34,226 $1,089,000 465
   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
   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
   Stratos Wealth Partners LTD. 689 - 2024-03-31 26,803 $853,000 4,960
   Paragon Private Wealth Management LLC 66 - 2024-03-31 26,751 $851,000 7,920
   Phoenix Wealth Advisors 51 - 2024-03-31 26,470 $842,000 12,766
   EQIS CAPITAL MANAGEMENT, INC. 305 - 2024-03-31 25,511 $811,000 7,686
   EPG Wealth Management LLC 136 - 2024-03-31 24,412 $777,000 100
   Envestnet Portfolio Solutions Inc. 949 - 2024-03-31 23,723 $755,000 15,710
   HRT FINANCIAL LLC 995 - 2024-03-31 23,075 $734,000 23,075
   JANNEY MONTGOMERY SCOTT LLC 1744 - 2024-03-31 21,098 $671,000 7,153
   HB Wealth Management LLC 424 - 2024-03-31 20,644 $657,000 446
   Capital Investment Advisory Services LLC 260 - 2024-03-31 19,979 $636,000 854
   CITADEL ADVISORS LLC 3514 - 2024-03-31 19,526 $621,000 19,526
   SCOTIA CAPITAL INC. 573 - 2024-03-31 19,065 $606,000 6,157
   WEDBUSH MORGAN SECURITIES INC 601 - 2024-03-31 17,409 $554,000 355
   IHT Wealth Management LLC 593 - 2024-03-31 17,431 $554,000 2,246
   Bleakley Financial Group LLC 589 - 2024-03-31 17,019 $541,000 7,948
   Goss Wealth Management LLC 1311 - 2024-03-31 16,394 $521,000 37
   Mayflower Financial Advisors LLC 215 - 2024-03-31 15,490 $493,000 3,211
   CI Private Wealth LLC 1660 - 2024-03-31 14,560 $463,000 2,281
   Sawtooth Asset Management Inc. 693 - 2023-12-31 16,121 $459,000 16,121
   Owen LaRue LLC 52 - 2024-03-31 14,034 $446,000 2,250
   CREATIVE FINANCIAL DESIGNS INC /ADV 280 - 2024-03-31 13,985 $445,000 2,003
   Resurgent Financial Advisors LLC 116 - 2024-03-31 13,801 $439,000 4,754
   Csenge Advisory Group 483 - 2024-03-31 12,627 $402,000 12,627
   Ally Invest Advisors Inc. 49 - 2024-03-31 12,395 $394,000 3,144
   Sigma Planning Corp 854 - 2024-03-31 12,136 $386,000 12,136
   Beacon Financial Advisory LLC 147 - 2024-03-31 12,077 $384,000 3,098
   FMR LLC 2653 - 2024-03-31 11,964 $381,000 4,944
   Gladstone Institutional Advisory LLC 479 - 2024-03-31 11,940 $380,000 3,995
   BCJ Capital Management LLC 260 - 2024-03-31 11,920 $379,000 2,299
   Continuum Advisory LLC 266 - 2024-03-31 11,594 $363,000 591
   GPS Wealth Strategies Group LLC 188 - 2024-03-31 11,065 $352,000 3,251
   GREAT VALLEY ADVISOR GROUP INC. 577 - 2024-03-31 10,575 $336,000 1,421
   PRINCIPAL SECURITIES INC. 820 - 2024-03-31 10,465 $333,000 7,521
   Western Wealth Management LLC 475 - 2024-03-31 10,462 $333,000 325
  100 Records found
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