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Institutional Ownership · SEC Form 13F

Who owns Global X Robotics & Artificial Intelligence ETF (BOTZ)


Which tracked institutional funds hold BOTZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BOTZ company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

434
Institutional holders
36M
Shares held (tracked funds)

How tracked funds are positioned

202 tracked funds added shares of BOTZ or opened a position while 144 sold shares or exited between 2026-Q1 and 2026-Q2 — the funds were divided. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 44 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

BOTZ’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BOTZ more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in BOTZ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 433 tracked filers holding BOTZ, 202 increased or opened the position and 144 reduced or closed it, by share count adjusted for splits; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in BOTZ between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence.

Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 44 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.

New buyers 52

  • FIL Ltd$78M
  • FWL INVESTMENT MANAGEMENT, LLC$2M
  • NewEdge Advisors, LLC$2M
  • Trivium Point Advisory, LLC$2M
  • Sanchez Gaunt Capital Management, LLC$1M
  • Trilogy Capital Inc.$1M

Full exits 33

  • TPG Financial Advisors, LLC$7M
  • Itau Unibanco Holding S.A.$4M
  • Qube Research & Technologies Ltd$4M
  • PRUDENTIAL PLC$4M
  • Independent Advisor Alliance$3M
  • D. E. Shaw & Co., Inc.$2M

Largest adds

  • MORGAN STANLEY$28M
  • AMERIPRISE FINANCIAL INC$5M
  • CITADEL ADVISORS LLC$5M
  • JPMORGAN CHASE & CO$5M
  • CITIGROUP INC$5M
  • Foguth Wealth Management, LLC.$4M

Largest trims

  • Lido Advisors, LLC$10M
  • NATIONAL BANK OF CANADA /FI/$9M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$8M
  • RAYMOND JAMES FINANCIAL INC$6M
  • BANK OF AMERICA CORP /DE/$5M
  • BARCLAYS PLC$4M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ trimmed5,264,818$200M15.8%2026-Q2
MORGAN STANLEY added5,178,924$196M15.6%2026-Q2
LPL Financial LLC trimmed2,268,560$86M6.8%2026-Q2
WELLS FARGO & COMPANY/MN added2,117,963$80M6.4%2026-Q2
FIL Ltd new2,062,221$78M6.2%2026-Q2
UBS Group AG trimmed1,211,623$46M3.6%2026-Q2
JPMORGAN CHASE & CO added931,608$34M2.7%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed886,667$34M2.7%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed798,203$30M2.4%2026-Q2
CITIGROUP INC added662,650$25M2.0%2026-Q2
ROYAL BANK OF CANADA added553,011$21M1.7%2026-Q2
AMERIPRISE FINANCIAL INC added469,837$18M1.4%2026-Q2
Cetera Investment Advisers trimmed421,582$16M1.3%2026-Q2
Mirae Asset Global Investments Co., Ltd. trimmed389,972$15M1.2%2026-Q2
Modern Wealth Management, LLC added386,223$15M1.2%2026-Q2
Clearwater Capital Advisors, LLC added377,404$14M1.1%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added376,182$14M1.1%2026-Q2
PNC Financial Services Group, Inc. trimmed349,222$13M1.1%2026-Q2
BARCLAYS PLC trimmed346,484$13M1.0%2026-Q2
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje333,630$13M1.0%2026-Q2
Rafferty Asset Management, LLC trimmed323,444$12M1.0%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added322,421$12M1.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP added308,306$11M0.9%2026-Q2
Wealthfront Advisers LLC added308,062$12M0.9%2026-Q2
Foguth Wealth Management, LLC. added301,486$10M0.8%2026-Q2
OSAIC HOLDINGS, INC. added249,105$9M0.7%2026-Q2
Cerity Partners LLC trimmed246,161$9M0.7%2026-Q2
Nan Shan Life Insurance Co., Ltd. added234,000$9M0.7%2026-Q2
PINNACLE ASSOCIATES LTD added231,758$9M0.7%2026-Q2
Black Swift Group, LLC added220,100$8M0.7%2026-Q2
Kestra Advisory Services, LLC added209,945$8M0.6%2026-Q2
BLAIR WILLIAM & CO/IL added202,343$8M0.6%2026-Q2
Lido Advisors, LLC trimmed187,645$7M0.6%2026-Q2
STIFEL FINANCIAL CORP trimmed185,707$7M0.6%2026-Q2
MML INVESTORS SERVICES, LLC added175,716$7M0.5%2026-Q2
Crestwood Advisors Group, LLC trimmed141,940$5M0.4%2026-Q2
CITADEL ADVISORS LLC added141,531$5M0.4%2026-Q2
Equitable Holdings, Inc. added139,671$5M0.4%2026-Q2
Pinnacle Wealth Management Advisory Group, LLC added139,260$5M0.4%2026-Q2
Fiduciary Alliance LLC trimmed128,394$5M0.4%2026-Q2
Sterling Investment Advisors, Ltd. added125,015$5M0.4%2026-Q2
KINGSWOOD WEALTH ADVISORS, LLC added112,909$4M0.3%2026-Q2
Mesirow Financial Investment Management, Inc. trimmed109,041$4M0.3%2026-Q2
Creative Planning trimmed108,540$4M0.3%2026-Q2
Sanctuary Advisors, LLC added108,373$4M0.3%2026-Q2
Sage Capital Management, LLC added106,034$4M0.3%2026-Q2
Focus Partners Wealth trimmed104,045$4M0.3%2026-Q2
1 NORTH WEALTH SERVICES LLC added103,113$4M0.3%2026-Q2
NATIONAL BANK OF CANADA /FI/ trimmed96,104$4M0.3%2026-Q2
Federation des caisses Desjardins du Quebec trimmed94,497$4M0.3%2026-Q2
Private Advisor Group, LLC trimmed93,614$4M0.3%2026-Q2
Advisory Services Network, LLC trimmed92,133$3M0.3%2026-Q2
Arax Advisory Partners added84,009$3M0.3%2026-Q2
Rockefeller Capital Management L.P. added79,027$3M0.2%2026-Q2
Fisher Asset Management, LLC trimmed77,962$3M0.2%2026-Q2
NEUBERGER BERMAN GROUP LLC added77,827$3M0.2%2026-Q2
Tepp RIA, LLC added69,089$3M0.2%2026-Q2
D.A. DAVIDSON & CO. added68,644$3M0.2%2026-Q2
TOCQUEVILLE ASSET MANAGEMENT L.P. trimmed64,445$2M0.2%2026-Q2
FWL INVESTMENT MANAGEMENT, LLC new63,928$2M0.2%2026-Q2
INDEPENDENT FINANCIAL GROUP, LLC added61,888$2M0.2%2026-Q2
Savvy Advisors, Inc. added61,338$2M0.2%2026-Q2
TUCKER ASSET MANAGEMENT LLC trimmed60,933$2M0.2%2026-Q2
Ameritas Advisory Services, LLC added59,607$2M0.2%2026-Q2
NewEdge Advisors, LLC new56,997$2M0.2%2026-Q2
HUB Investment Partners, LLC added53,300$2M0.2%2026-Q2
Belpointe Asset Management LLC added51,468$2M0.2%2026-Q2
Stratos Wealth Partners, LTD. added50,474$2M0.2%2026-Q2
Geneos Wealth Management Inc. added48,889$2M0.1%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added48,109$2M0.1%2026-Q2
Emerald Advisors, LLC added46,945$2M0.1%2026-Q2
GOLDMAN SACHS GROUP INC trimmed46,358$2M0.1%2026-Q2
Hancock Prospecting Pty Ltd45,766$2M0.1%2026-Q2
Sterling Investment Counsel, LLC added45,056$2M0.1%2026-Q2
Mariner, LLC trimmed44,406$2M0.1%2026-Q2
Wealthspire Advisors, LLC added44,298$2M0.1%2026-Q2
Kingsview Wealth Management, LLC added43,932$2M0.1%2026-Q2
OPPENHEIMER & CO INC trimmed43,727$2M0.1%2026-Q2
Trivium Point Advisory, LLC new41,173$2M0.1%2026-Q2
Paragon Private Wealth Management, LLC trimmed41,156$2M0.1%2026-Q2
Intrepid Financial Planning Group LLC trimmed41,125$2M0.1%2026-Q2
Fortis Group Advisors, LLC added40,812$2M0.1%2026-Q2
COMMERCE BANK40,223$2M0.1%2026-Q2
Baird Financial Group, Inc. trimmed39,738$2M0.1%2026-Q2
Concurrent Investment Advisors, LLC added38,840$1M0.1%2026-Q2
Acropolis Investment Management, LLC36,667$1M0.1%2026-Q2
Sanchez Gaunt Capital Management, LLC new36,501$1M0.1%2026-Q2
Trilogy Capital Inc. new34,272$1M0.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed34,058$1M0.1%2026-Q2
SCOTIA CAPITAL INC. added33,452$1M0.1%2026-Q2
OLD MISSION CAPITAL LLC trimmed32,570$1M0.1%2026-Q2
OBSIDIAN CIO, LLC trimmed31,525$1M0.1%2026-Q2
SUMITOMO MITSUI FINANCIAL GROUP, INC. new31,448$1M0.1%2026-Q2
CIBC WORLD MARKET INC. trimmed31,053$1M0.1%2026-Q2
HB Wealth Management, LLC added30,815$1M0.1%2026-Q2
Arta Finance Wealth Management LLC added30,786$1M0.1%2026-Q2
APS Management Group, Inc. added29,660$1M0.1%2026-Q2
GTS SECURITIES LLC added29,605$1M0.1%2026-Q2
Banque Transatlantique SA new28,459$1M0.1%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed28,333$1M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership