Global X Funds - Global X Robotics & Artificial Intelligence ETF
US ˙ NasdaqGM ˙ US37954Y7159

SecurityBOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
InstitutionCreative Planning
Latest Disclosed Ownership111,452 shares
Latest Disclosed Value $ 3,702,423
Creative Planning reports 4.64% increase in ownership of BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 111,452 shares of Global X Funds - Global X Robotics & Artificial Intelligence ETF (US:BOTZ) valued at $3,702,435 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 106,511 shares of Global X Funds - Global X Robotics & Artificial Intelligence ETF. This represents a change in shares of 4.64% during the quarter. The current value of the position is $4,488,172 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 111,452 4,941 4.64 3,702 -4.04 0.0025
2026-02-17 2025-12-31 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 106,511 4,395 4.30 3,859 6.66 0.0028
2025-11-14 2025-09-30 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 102,116 -707 -0.69 3,618 7.75 0.0028
2025-08-08 2025-06-30 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 102,823 -248 -0.24 3,357 14.46 0.0029
2025-05-15 2025-03-31 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 103,071 -321 -0.31 2,933 -11.20 0.0028
2025-02-14 2024-12-31 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 103,392 3,077 3.07 3,303 2.42 0.0032
2024-10-11 2024-09-30 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 100,315 4,333 4.51 3,225 8.92 0.0032
2024-08-15 2024-06-30 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 95,982 1,260 1.33 2,961 -1.73 0.0032
2024-05-13 2024-03-31 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 94,722 16,047 20.40 3,013 34.39 0.0033
2024-02-14 2023-12-31 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 78,675 26,463 50.68 2,242 73.80 0.0042
2023-11-16 2023-09-30 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 52,212 12,077 30.09 1,291 11.88 0.0017
2023-07-21 2023-06-30 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 40,135 7,122 21.57 1,153 37.10 0.0015
2023-05-15 2023-03-31 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 33,013 1,033 3.23 842 28.01 0.0012
2023-02-10 2022-12-31 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 31,980 1,057 3.42 657 17.53 0.0010
2022-11-03 2022-09-30 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 30,923 -2,630 -7.84 559 -18.04 0.0010
2022-08-15 2022-06-30 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 33,553 1,369 4.25 682 -26.98 0.0011
2022-05-16 2022-03-31 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 32,184 -970 -2.93 934 -21.64 0.0014
2022-02-11 2021-12-31 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 33,154 -2 -0.01 1,192 -1.73 0.0019
2021-11-10 2021-09-30 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 33,156 2,697 8.85 1,213 13.90 0.0022
2021-08-04 2021-06-30 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 30,459 -5,562 -15.44 1,065 -10.80 0.0019
2021-04-30 2021-03-31 13F CreativePlanning RBTCS ARTFL INTE 37954Y715 36,021 4,693 14.98 1,194 15.03 0.0024
2021-01-29 2020-12-31 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 31,328 3,035 10.73 1,038 31.56 0.0023
2020-11-05 2020-09-30 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 28,293 1,030 3.78 789 21.20 0.0021
2020-07-23 2020-06-30 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 27,263 -11,537 -29.73 651 -7.53 0.0019
2020-05-05 2020-03-31 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 38,800 -2,382 -5.78 704 -21.86 0.0025
2020-01-30 2019-12-31 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 41,182 7,532 22.38 901 33.68 0.0027
2019-11-01 2019-09-30 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 33,650 -662 -1.93 674 -5.34 0.0022
2019-07-26 2019-06-30 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 34,312 -7,327 -17.60 712 -14.83 0.0024
2019-04-24 2019-03-31 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 41,639 -11,152 -21.12 836 -5.43 0.0030
2019-02-12 2018-12-31 13F/A-1 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 52,791 -565 -1.06 884 -27.60 0.0036
2019-02-01 2018-12-31 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 52,791 -565 884
2018-10-25 2018-09-30 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 53,356 3,624 7.29 1,221 11.51 0.0045
2018-07-20 2018-06-30 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 49,732 1,558 3.23 1,095 -6.01 0.0043
2018-04-18 2018-03-31 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 48,174 7,550 18.59 1,165 20.98 0.0047
2018-01-17 2017-12-31 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 40,624 12,879 46.42 963 59.70 0.0041
2017-10-17 2017-09-30 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 27,745 25,325 1,046.49 603 1,240.00 0.0028
2017-07-12 2017-06-30 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 2,420 1,550 178.16 45 200.00 0.0002
2017-04-07 2017-03-31 13F GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 870 870 15 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.