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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 5,264,818 | $200M | 15.8% | 2026-Q2 |
| MORGAN STANLEY added | 5,178,924 | $196M | 15.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 2,268,560 | $86M | 6.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,117,963 | $80M | 6.4% | 2026-Q2 |
| FIL Ltd new | 2,062,221 | $78M | 6.2% | 2026-Q2 |
| UBS Group AG trimmed | 1,211,623 | $46M | 3.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 931,608 | $34M | 2.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 886,667 | $34M | 2.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 798,203 | $30M | 2.4% | 2026-Q2 |
| CITIGROUP INC added | 662,650 | $25M | 2.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 553,011 | $21M | 1.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 469,837 | $18M | 1.4% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 421,582 | $16M | 1.3% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 389,972 | $15M | 1.2% | 2026-Q2 |
| Modern Wealth Management, LLC added | 386,223 | $15M | 1.2% | 2026-Q2 |
| Clearwater Capital Advisors, LLC added | 377,404 | $14M | 1.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 376,182 | $14M | 1.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 349,222 | $13M | 1.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 346,484 | $13M | 1.0% | 2026-Q2 |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | 333,630 | $13M | 1.0% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 323,444 | $12M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 322,421 | $12M | 1.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 308,306 | $11M | 0.9% | 2026-Q2 |
| Wealthfront Advisers LLC added | 308,062 | $12M | 0.9% | 2026-Q2 |
| Foguth Wealth Management, LLC. added | 301,486 | $10M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 249,105 | $9M | 0.7% | 2026-Q2 |
| Cerity Partners LLC trimmed | 246,161 | $9M | 0.7% | 2026-Q2 |
| Nan Shan Life Insurance Co., Ltd. added | 234,000 | $9M | 0.7% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD added | 231,758 | $9M | 0.7% | 2026-Q2 |
| Black Swift Group, LLC added | 220,100 | $8M | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 209,945 | $8M | 0.6% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 202,343 | $8M | 0.6% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 187,645 | $7M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 185,707 | $7M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 175,716 | $7M | 0.5% | 2026-Q2 |
| Crestwood Advisors Group, LLC trimmed | 141,940 | $5M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 141,531 | $5M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. added | 139,671 | $5M | 0.4% | 2026-Q2 |
| Pinnacle Wealth Management Advisory Group, LLC added | 139,260 | $5M | 0.4% | 2026-Q2 |
| Fiduciary Alliance LLC trimmed | 128,394 | $5M | 0.4% | 2026-Q2 |
| Sterling Investment Advisors, Ltd. added | 125,015 | $5M | 0.4% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 112,909 | $4M | 0.3% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. trimmed | 109,041 | $4M | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 108,540 | $4M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 108,373 | $4M | 0.3% | 2026-Q2 |
| Sage Capital Management, LLC added | 106,034 | $4M | 0.3% | 2026-Q2 |
| Focus Partners Wealth trimmed | 104,045 | $4M | 0.3% | 2026-Q2 |
| 1 NORTH WEALTH SERVICES LLC added | 103,113 | $4M | 0.3% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 96,104 | $4M | 0.3% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 94,497 | $4M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 93,614 | $4M | 0.3% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 92,133 | $3M | 0.3% | 2026-Q2 |
| Arax Advisory Partners added | 84,009 | $3M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 79,027 | $3M | 0.2% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 77,962 | $3M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 77,827 | $3M | 0.2% | 2026-Q2 |
| Tepp RIA, LLC added | 69,089 | $3M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 68,644 | $3M | 0.2% | 2026-Q2 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. trimmed | 64,445 | $2M | 0.2% | 2026-Q2 |
| FWL INVESTMENT MANAGEMENT, LLC new | 63,928 | $2M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 61,888 | $2M | 0.2% | 2026-Q2 |
| Savvy Advisors, Inc. added | 61,338 | $2M | 0.2% | 2026-Q2 |
| TUCKER ASSET MANAGEMENT LLC trimmed | 60,933 | $2M | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 59,607 | $2M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC new | 56,997 | $2M | 0.2% | 2026-Q2 |
| HUB Investment Partners, LLC added | 53,300 | $2M | 0.2% | 2026-Q2 |
| Belpointe Asset Management LLC added | 51,468 | $2M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 50,474 | $2M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 48,889 | $2M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 48,109 | $2M | 0.1% | 2026-Q2 |
| Emerald Advisors, LLC added | 46,945 | $2M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 46,358 | $2M | 0.1% | 2026-Q2 |
| Hancock Prospecting Pty Ltd | 45,766 | $2M | 0.1% | 2026-Q2 |
| Sterling Investment Counsel, LLC added | 45,056 | $2M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 44,406 | $2M | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 44,298 | $2M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 43,932 | $2M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 43,727 | $2M | 0.1% | 2026-Q2 |
| Trivium Point Advisory, LLC new | 41,173 | $2M | 0.1% | 2026-Q2 |
| Paragon Private Wealth Management, LLC trimmed | 41,156 | $2M | 0.1% | 2026-Q2 |
| Intrepid Financial Planning Group LLC trimmed | 41,125 | $2M | 0.1% | 2026-Q2 |
| Fortis Group Advisors, LLC added | 40,812 | $2M | 0.1% | 2026-Q2 |
| COMMERCE BANK | 40,223 | $2M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 39,738 | $2M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 38,840 | $1M | 0.1% | 2026-Q2 |
| Acropolis Investment Management, LLC | 36,667 | $1M | 0.1% | 2026-Q2 |
| Sanchez Gaunt Capital Management, LLC new | 36,501 | $1M | 0.1% | 2026-Q2 |
| Trilogy Capital Inc. new | 34,272 | $1M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 34,058 | $1M | 0.1% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 33,452 | $1M | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 32,570 | $1M | 0.1% | 2026-Q2 |
| OBSIDIAN CIO, LLC trimmed | 31,525 | $1M | 0.1% | 2026-Q2 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. new | 31,448 | $1M | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 31,053 | $1M | 0.1% | 2026-Q2 |
| HB Wealth Management, LLC added | 30,815 | $1M | 0.1% | 2026-Q2 |
| Arta Finance Wealth Management LLC added | 30,786 | $1M | 0.1% | 2026-Q2 |
| APS Management Group, Inc. added | 29,660 | $1M | 0.1% | 2026-Q2 |
| GTS SECURITIES LLC added | 29,605 | $1M | 0.1% | 2026-Q2 |
| Banque Transatlantique SA new | 28,459 | $1M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 28,333 | $1M | 0.1% | 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.
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.