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 2026-08-27). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
88 tracked funds added or opened BOTZ while 35 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 434 tracked filers holding BOTZ, 209 increased or opened the position and 182 reduced or closed it; 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 (split-invariant); adds and trims are measured on reported value.
New buyers 13
- FIL Ltd$78M
- KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje$13M
- FWL INVESTMENT MANAGEMENT, LLC$2M
- NewEdge Advisors, LLC$2M
- Trivium Point Advisory, LLC$2M
- Sanchez Gaunt Capital Management, LLC$1M
Full exits 22
- Cambridge Investment Research Advisors, Inc.$10M
- TPG Financial Advisors, LLC$7M
- HighTower Advisors, LLC$5M
- CWM, LLC$5M
- CX Institutional$4M
- Itau Unibanco Holding S.A.$4M
Largest adds
- MORGAN STANLEY$49M
- BANK OF AMERICA CORP /DE/$21M
- WELLS FARGO & COMPANY/MN$13M
- JPMORGAN CHASE & CO$9M
- CITIGROUP INC$7M
- LPL Financial LLC$7M
Largest trims
- Point72 Asset Management, L.P.$973M
- Lido Advisors, LLC$8M
- NATIONAL BANK OF CANADA /FI/$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
- Financial Engines Advisors L.L.C.$3M
- OLD MISSION CAPITAL LLC$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 5,264,818 | $200M | 15.1% | 2026-Q2 |
| MORGAN STANLEY added | 5,178,924 | $196M | 14.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 2,268,560 | $86M | 6.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,117,963 | $80M | 6.1% | 2026-Q2 |
| FIL Ltd new | 2,062,221 | $78M | 5.9% | 2026-Q2 |
| UBS Group AG trimmed | 1,211,623 | $46M | 3.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 931,608 | $34M | 2.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 886,667 | $34M | 2.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 798,203 | $30M | 2.3% | 2026-Q2 |
| CITIGROUP INC added | 662,650 | $25M | 1.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 553,011 | $21M | 1.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 469,837 | $18M | 1.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 421,582 | $16M | 1.2% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 389,972 | $15M | 1.1% | 2026-Q2 |
| Modern Wealth Management, LLC added | 386,223 | $15M | 1.1% | 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 | 1.0% | 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 new | 333,630 | $13M | 1.0% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 323,444 | $12M | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 322,421 | $12M | 0.9% | 2026-Q2 |
| Wealthfront Advisers LLC added | 308,062 | $12M | 0.9% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 308,306 | $11M | 0.8% | 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 | 0.6% | 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 | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 185,707 | $7M | 0.5% | 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 | 0.2% | 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 trimmed | 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 | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 50,474 | $2M | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 48,889 | $2M | 0.1% | 2026-Q2 |
| Emerald Advisors, LLC added | 46,945 | $2M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 48,109 | $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 |
| Cambridge Investment Research Advisors, Inc. added | 309,350 | $10M | 0.8% | 2026-Q1 stale |
| SOL Capital Management CO trimmed | 229,330 | $8M | 0.6% | 2025-Q4 stale |
| TPG Financial Advisors, LLC trimmed | 218,473 | $7M | 0.5% | 2026-Q1 stale |
| Chevy Chase Trust Holdings, LLC new | 170,202 | $6M | 0.5% | 2025-Q4 stale |
| HighTower Advisors, LLC added | 147,008 | $5M | 0.4% | 2026-Q1 stale |
| MinichMacGregor Wealth Management, LLC new | 169,136 | $5M | 0.4% | 2025-Q1 stale |
| CWM, LLC added | 138,083 | $5M | 0.3% | 2026-Q1 stale |
| CX Institutional added | 122,834 | $4M | 0.3% | 2026-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 121,608 | $4M | 0.3% | 2025-Q2 stale |
| Itau Unibanco Holding S.A. | 108,000 | $4M | 0.3% | 2026-Q1 stale |
| Qube Research & Technologies Ltd new | 109,149 | $4M | 0.3% | 2026-Q1 stale |
| PRUDENTIAL PLC added | 107,900 | $4M | 0.3% | 2026-Q1 stale |
| BEARING POINT CAPITAL, LLC new | 96,625 | $4M | 0.3% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 106,265 | $3M | 0.3% | 2025-Q2 stale |
| SG Americas Securities, LLC added | 101,760 | $3M | 0.3% | 2026-Q1 stale |
| PARK AVENUE SECURITIES LLC added | 91,633 | $3M | 0.2% | 2026-Q1 stale |
| Independent Advisor Alliance added | 79,207 | $3M | 0.2% | 2026-Q1 stale |
| Janney Montgomery Scott LLC added | 67,064 | $2M | 0.2% | 2026-Q1 stale |
| Tidal Investments LLC new | 60,349 | $2M | 0.2% | 2025-Q3 stale |
| MOULTON WEALTH MANAGEMENT, INC new | 25,544 | $2M | 0.2% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. added | 59,336 | $2M | 0.1% | 2026-Q1 stale |
| Orion Portfolio Solutions, LLC added | 55,750 | $2M | 0.1% | 2025-Q1 stale |
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.