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Who Owns BOTZ

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in BOTZ.

Who crossed 5% of BOTZ →
Managers holding
10
as of 2026-09-30
Reported value
$2.5M
summed across filings
Shares held
70.5K
Added vs trimmed
1 / 3
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Farther Finance Advisors, LLCETF26.6K shtrimmed$938.6K
TOTH FINANCIAL ADVISORY CORPRBTCS ARTFL INTE13.8K shtrimmed$484.4K
BOS Asset Management, LLCRBTCS ARTFL INTE12.2K shadded$429.9K
Apella Capital, LLCRBTCS ARTFL INTE11.2K shheld$401K
ARMSTRONG ADVISORY GROUP, INCRBTCS ARTFL INTE3.5K shheld$124.9K
ELEVATION WEALTH PARTNERS, LLCRBTCS ARTFL INTE2.1K shheld$74.2K
CoreCap Advisors, LLCETF427 shtrimmed$15K
GK Wealth Management LLCRBTCS ARTFL INTE384 sh—$13.5K
Trust CoETF206 shheld$7.3K
NORTH POINT PORTFOLIO MANAGERS CORP/OHRBTCS ARTFL INTE4 sh—$141

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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