GLOBAL X ROBOTICS & ARTIFICI (BOTZ) Institutional Ownership Changes & 13F Activity
GLOBAL X ROBOTICS & ARTIFICI (BOTZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Raymond James Financial Inc, Ameriprise Financial Inc, Royal Bank Of Canada, and Cetera Investment Advisers.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | Sell | -1,986 | -3.2% | 60,254 | $2.18M | Q4 2025 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +50 | — | 50 | $1.81K | Q4 2025 | May 12, 2026 |
| Cfg Wealth Management Services, Inc. | Buy | +1,175 | — | 1,175 | $42.57K | Q4 2025 | May 07, 2026 |
| Vision Retirement, Llc | Buy | +225 | — | 225 | $8.13K | Q4 2025 | May 07, 2026 |
| Estate Planners Group, Llc | Buy | +19,490 | — | 19,490 | $706.12K | Q4 2025 | Apr 07, 2026 |
| Purpose Unlimited Inc. | Buy | +150 | — | 150 | $5.43K | Q4 2025 | Mar 20, 2026 |
| Dutch Asset Corp | Buy | +9,100 | — | 9,100 | $330.00K | Q4 2025 | Mar 11, 2026 |
| Shp Wealth Management | Buy | +20 | — | 20 | $725.00 | Q4 2025 | Mar 04, 2026 |
| Compass Financial Services Inc | Buy | +200 | — | 200 | $7.25K | Q4 2025 | Feb 27, 2026 |
| Strategic Investment Solutions, Inc. | Buy | +160 | — | 160 | $5.80K | Q4 2025 | Feb 27, 2026 |
| Td Capital Management Llc | Buy | +493 | — | 493 | $17.86K | Q4 2025 | Feb 26, 2026 |
| Bell Investment Advisors, Inc | Buy | +396 | — | 396 | $14.35K | Q4 2025 | Feb 24, 2026 |
| Sunbelt Securities, Inc. | Buy | +170 | — | 170 | $6.17K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +18,205 | — | 18,205 | $660.56K | Q4 2025 | Feb 19, 2026 |
| Crossgen Wealth, Llc | Buy | +228 | — | 228 | $8.26K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +782,164 | — | 782,164 | $28.34M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +62,602 | — | 62,602 | $2.27M | Q4 2025 | Feb 18, 2026 |
| Obsidian Cio, Llc | Buy | +22,669 | — | 22,669 | $821.32K | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +7,810 | — | 7,810 | $282.97K | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +6,306 | — | 6,306 | $228.47K | Q4 2025 | Feb 18, 2026 |
| Ameriflex Group, Inc. | Buy | +791 | — | 791 | $28.66K | Q4 2025 | Feb 18, 2026 |
| Strive Financial Group ,Llc | Buy | +26 | — | 26 | $948.00 | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +5,365,982 | — | 5,365,982 | $194.41M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +546,569 | — | 546,569 | $19.80M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +510,254 | — | 510,254 | $18.49M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +442,347 | — | 442,347 | $16.03M | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, Llc | Buy | +343,014 | — | 343,014 | $12.43M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +338,294 | — | 338,294 | $12.26M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +251,003 | — | 251,003 | $9.10M | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +180,202 | — | 180,202 | $6.54M | Q4 2025 | Feb 17, 2026 |
Frequently asked questions about BOTZ activity
Which institutional owners are buying BOTZ?
Institutional owners buying BOTZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BOTZ activity?
"Buy" means an investor increased their reported position in BOTZ compared to the prior reporting period. This reflects growing exposure to GLOBAL X ROBOTICS & ARTIFICI (BOTZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BOTZ increasing?
Institutional interest in BOTZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.