BOTZ — Global X Fds Institutional Holders · Q3 2026
Who owns Global X Fds (BOTZ)? 15 institutions reported holding $8.17M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CX Institutional ($5.6M), Farther Finance Advisors, LLC ($938,557), Toth Financial Advisory Corp ($484,413).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CX Institutional | $5.6M | 159,800 | Added |
| 2 | Farther Finance Advisors, LLC | $938,557 | 26,641 | Trimmed |
| 3 | TOTH FINANCIAL ADVISORY CORP | $484,413 | 13,750 | Trimmed |
| 4 | BOS Asset Management, LLC | $429,947 | 12,204 | Added |
| 5 | Apella Capital, LLC | $401,028 | 11,243 | Hold |
| 6 | ARMSTRONG ADVISORY GROUP, INC | $124,902 | 3,545 | Hold |
| 7 | ELEVATION WEALTH PARTNERS, LLC | $74,160 | 2,105 | Hold |
| 8 | Noble Wealth Management PBC | $42,276 | 1,200 | Hold |
| 9 | CoreCap Advisors, LLC | $15,043 | 427 | Trimmed |
| 10 | GK Wealth Management LLC | $13,536 | 384 | New |
| 11 | Hickory Point Bank & Trust | $10,780 | 306 | New |
| 12 | Trust Co | $7,257 | 206 | Hold |
| 13 | Versant Capital Management, Inc | $161 | 5 | New |
| 14 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | $141 | 4 | New |
| 15 | Acropolis Investment Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30