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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
   PNC FINANCIAL SERVICES GROUP INC 311 - 2024-03-31 1,072,184 $34,106,000 -203,013
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 319 - 2024-03-31 695,610 $22,127,000 -20,940
   BSC PRIVATE WEALTH MANAGEMENT LLC 23 - 2024-03-31 327,456 $10,416,000 -2,107
   BARCLAYS PLC 1072 - 2024-03-31 288,124 $9,165,000 -573,551
   Granite Bay Wealth Management LLC - 2024-03-31 258,479 $8,222,000 -13,931,562
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 822 - 2024-03-31 137,541 $4,375,000 -16,012
   Prosperity Financial Group Inc. 7 - 2024-03-31 126,201 $4,014,000 -29,627
   HIGHTOWER ADVISORS, LLC 1085 - 2024-03-31 116,363 $3,702,000 -39,464
   MARINER WEALTH ADVISORS, LLC 981 - 2024-03-31 81,942 $2,607,000 -94,067
   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
   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
   RWM Asset Management LLC 61 - 2024-03-31 62,434 $1,986,000 -137
   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
   Atria Wealth Solutions Inc. 722 - 2024-03-31 47,748 $1,519,000 -1,024
   TD Waterhouse Canada Inc. 433 - 2024-03-31 47,406 $1,479,000 -18,005
   SIGNATURE SECURITIES GROUP CORPORATION 70 - 2024-03-31 39,105 $1,244,000 -17
   Sontag Advisory LLC 298 - 2024-03-31 35,179 $1,119,000 -1,252
   NATIONAL BANK OF CANADA /FI/ 971 - 2024-03-31 33,845 $1,058,000 -1,214
   Orion Portfolio Solutions LLC 1011 - 2024-03-31 29,544 $940,000 -5,417
   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
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1048 - 2023-09-30 33,915 $838,000 -3,870
   Pinnacle Financial Group LLC / IL 35 - 2024-03-31 25,936 $825,000 -419
   Ellis Investment Partners LLC 103 - 2024-03-31 24,669 $785,000 -284
   BESSEMER GROUP INC 711 - 2024-03-31 24,380 $776,000 -200
   Spire Wealth Management 430 - 2024-03-31 24,001 $763,000 -33,497
   MCMILLION CAPITAL MANAGEMENT INC 50 - 2023-06-30 24,681 $709,000 -2,474
   HPM Partners LLC 1486 - 2024-03-31 19,821 $631,000 -834
   Moors & Cabot Inc. 437 - 2024-03-31 19,095 $607,000 -2,175
   MGB Wealth Management LLC 100 - 2024-03-31 18,451 $587,000 -2,050
   Archford Capital Strategies LLC 163 - 2024-03-31 18,070 $575,000 -49
   Steward Partners Investment Advisory LLC 1011 - 2024-03-31 17,426 $554,000 -1,352
   River Wealth Advisors LLC 140 - 2024-03-31 16,671 $530,000 -4,894
   GeoWealth Management LLC 422 - 2024-03-31 16,229 $516,000 -2,342
   ABSOLUTE INVESTMENT MANAGEMENT LLC 42 - 2024-03-31 15,905 $506,000 -3,507
   STRATEGIC ADVISORS LLC 140 - 2024-03-31 15,446 $491,000 -551
   HOLDERNESS INVESTMENTS CO 155 - 2024-03-31 15,185 $483,000 -435
   CALLAN CAPITAL, LLC 150 - 2024-03-31 14,375 $457,000 -19,625
   SIGNATUREFD, LLC 531 - 2024-03-31 14,324 $456,000 -127
   Beverly Hills Private Wealth LLC 207 - 2024-03-31 14,219 $452,000 -1,399
   Frisch Financial Group Inc. 73 - 2024-03-31 14,050 $447,000 -274
   Keystone Financial Group 199 - 2024-03-31 13,991 $445,000 -251
   One Charles Private Wealth Services LLC 84 - 2024-03-31 13,837 $440,000 -412
   INTL FCSTONE INC. 228 - 2024-03-31 12,198 $388,000 -946
   WealthBridge Capital Management LLC 116 - 2024-03-31 11,306 $360,000 -708
   Main Street Financial Solutions LLC 386 - 2024-03-31 10,847 $345,000 -18
   Integrated Wealth Concepts LLC 1283 - 2024-03-31 9,843 $313,000 -10,595
   Financial Advocates Investment Management 593 - 2024-03-31 9,328 $297,000 -112
   KINGSWOOD WEALTH ADVISORS LLC 518 - 2024-03-31 8,225 $262,000 -500
   BURNS WEALTH MANAGEMENT, INC. 454 - 2024-03-31 7,974 $254,000 -966
   Compagnie Lombard Odier SCA 233 - 2024-03-31 8,000 $254,000 -2,000
   Vahanian & Associates Financial Planning Inc. - 2023-12-31 8,255 $235,000 -4,130
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 591 - 2024-03-31 6,591 $210,000 -3,853
   COMERICA BANK 2338 - 2024-03-31 5,699 $181,000 -7,570
   Banque Cantonale Vaudoise 605 - 2024-03-31 4,755 $152,000 -1,405
   Covestor Ltd 741 - 2024-03-31 2,186 $70,000 -184
   FRANKLIN RESOURCES INC 2617 - 2024-03-31 2,105 $67,000 -125
   IFP Advisors Inc 1447 - 2023-12-31 2,120 $60,000 -13,579
   FIRST MANHATTAN CO 927 - 2024-03-31 1,273 $40,000 -134
   CGC Financial Services LLC 127 - 2024-03-31 1,039 $33,000 -145
   BALDWIN BROTHERS INC/MA 426 - 2024-03-31 1,000 $32,000 -425
   FIFTH THIRD BANCORP 1523 - 2024-03-31 1,000 $32,000 -739
   Beacon Capital Management LLC 387 - 2024-03-31 925 $29,000 -21
   Coston McIsaac & Partners 307 - 2024-03-31 580 $18,000 -364
   FTB Advisors Inc. 1402 - 2024-03-31 531 $17,000 -17
   Bell Investment Advisors Inc 487 - 2024-03-31 396 $13,000 -1,118
   Bogart Wealth LLC 643 - 2024-03-31 310 $10,000 -61
   Aspire Private Capital LLC 421 - 2024-03-31 240 $8,000 -138
   Financial Advisory Service Inc. 417 - 2024-03-31 200 $6,000 -1
   Strategic Investment Solutions Inc. /IL 514 - 2023-12-31 160 $5,000 -9,920
   Creekmur Asset Management LLC 628 - 2024-03-31 81 $3,000 -209
   HORIZON INVESTMENTS, LLC/SC 850 - 2024-03-31 10 $0 -9
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 1052 - 2024-03-31 0 $0 -1
  78 Records found
  1    
  Page 1 of 1
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