Public ownership evidence

Global X Funds Global X Robotics & Artificial Intelligence ETF (BOTZ) Ownership Disclosures

Read BOTZ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

Global X Funds Global X Robotics & Artificial Intelligence ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
16,244
Value (USD)
$616,343
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BOTZ fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BOTZ fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2816,244$616,343None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2860,933$2,311,793None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-2863,288$2,102,423None
CARLSON FINANCIAL, INC.2026-06-302026-08-259,153$347,440None
CARLSON FINANCIAL, INC.2026-03-312026-08-258,496$282,228None
CARLSON FINANCIAL, INC.2025-12-312026-08-258,120$294,167None
Harvest Fund Management Co., Ltd2026-06-302026-08-2198$4,000None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21296$11,230None
Kingsview Wealth Management, LLC2026-06-302026-08-2043,932$1,666,788None
Archer Investment Corp2026-06-302026-08-201,836$69,657None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-209,278$351,988None
Beacon Pointe Advisors, LLC2026-06-302026-08-1927,039$1,025,870None
Henson-Edgewater Management, LLC2026-06-302026-08-1920,280$766,787None
JDM Financial Group LLC2026-06-302026-08-19207$7,856None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-19234$9,000None
WNY Asset Management, LLC2026-06-302026-08-1811,234$426,218None
Corient Private Wealth LP2026-06-302026-08-1822,790$864,754None
Equitable Holdings, Inc.2026-06-302026-08-18139,671$5,299,119None
Jefferies Financial Group Inc.2026-06-302026-08-1813,177$499,935None
Forum Finance Group S.A.2026-06-302026-08-157,572$232,000None
Sanchez Gaunt Capital Management, LLC2026-06-302026-08-1536,501$1,384,852None
EFG International AG2026-06-302026-08-1524,130$915,492None
AMERIFLEX GROUP, INC.2026-06-302026-08-15792$30,066None
ROSS\JOHNSON & Associates LLC2026-06-302026-08-1550$1,897None
Synergy Investment Management, LLC2026-06-302026-08-15347$13,165None
Federation des caisses Desjardins du Quebec2026-06-302026-08-151,841$69,811None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1592,656$3,515,369None
Modern Wealth Management, LLC2026-06-302026-08-15386,223$14,653,301None
FWL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-1563,928$2,425,428None
Rafferty Asset Management, LLC2026-06-302026-08-15323,444$12,271,465None
SIH Partners, LLLP2026-06-302026-08-1513,959$529,604None
Vantage Point Financial LLC2026-06-302026-08-155,950$225,753None
Mutual Advisors, LLC2026-06-302026-08-1525,727$976,072None
Mission Hills Financial Advisory, LLC2026-06-302026-08-1519,229$729,552None
Nemes Rush Group LLC2026-06-302026-08-1520$759None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-155,844$221,721None
COFG Advisors, LLC2026-06-302026-08-1523,394$887,587None
Resurgent Financial Advisors LLC2026-06-302026-08-1519,818$751,895None
Granite Bay Wealth Management, LLC2026-06-302026-08-1513,970$530,000None
KINTRA WEALTH, LLC2026-06-302026-08-156,670$252,270None
Ameritas Advisory Services, LLC2026-06-302026-08-1559,607$2,261,485None
NFSG Corp2026-06-302026-08-1569$2,618None
Delos Wealth Advisors, LLC2026-06-302026-08-1553$2,011None
XTX Topco Ltd2026-06-302026-08-156,170$234,090None
Western Wealth Management, LLC2026-06-302026-08-1520,911$793,350None
Frisch Financial Group, Inc.2026-06-302026-08-1511,681$443,394None
Foundations Investment Advisors, LLC2026-06-302026-08-155,618$213,145None
IFG Advisory, LLC2026-06-302026-08-154,185$158,766None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,764$256,644None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,227$122,490None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗Harvest Fund Management Co., Ltd ↗GILL CAPITAL PARTNERS, LLC ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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