Form 13-F position report

GLOBAL X FDSROBOTICS & ARTIFIC

Reported by PINNACLE ASSOCIATES LTD

BOTZ CUSIP 37954Y715 Manager CIK 0000743127

Reported 231,758 shares, up 5,950 (2.6%) from the prior quarter.

Reported value 17.2%; share count 2.6% vs. the prior quarter.

Added
% of reported 13F value 0.1% This manager · Q2 2026
Shares 231,758 Quarter-end amount reported
Reported value $8,792,917 Fair value at quarter end
Consecutive quarters held 22 Through Q2 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-12-31 7837000
2022-03-31 5359000
2022-06-30 1804000
2022-09-30 1675000
2022-12-31 2174311
2023-03-31 2924975
2023-06-30 3337315
2023-09-30 3052343
2023-12-31 3509309
2024-03-31 4159841
2024-06-30 4256729
2024-09-30 3509309
2024-12-31 4678673
2025-03-31 4514335
2025-06-30 5956841
2025-09-30 6878512
2025-12-31 7550539
2026-03-31 7501358
2026-06-30 8792917
2026-09-30 8186970

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for GLOBAL X FDSROBOTICS & ARTIFIC held by PINNACLE ASSOCIATES LTD.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Added 232,386 +628 (0.3%) 0.09% $8,186,970 2026-10-20
Q2 2026 Added 231,758 +5,950 (2.6%) 0.1% $8,792,917 2026-08-03
Q1 2026 Added 225,808 +17,402 (8.4%) 0.1% $7,501,358 2026-04-22
Q4 2025 Added 208,406 +14,262 (7.3%) 0.1% $7,550,539 2026-02-05
Q3 2025 Added 194,144 +11,699 (6.4%) 0.09% $6,878,512 2025-11-13
Q2 2025 Added 182,445 +23,825 (15.0%) 0.09% $5,956,841 2025-08-04
Q1 2025 Added 158,620 +12,183 (8.3%) 0.07% $4,514,335 2025-05-06
Q4 2024 Added 146,437 +23,303 (18.9%) 0.06% $4,678,673 2025-02-14
Q3 2024 Reduced 123,134 -14,847 (-10.8%) 0.06% $3,509,309 2024-10-25
Q2 2024 Added 137,981 +7,210 (5.5%) 0.07% $4,256,729 2024-07-30
Q1 2024 Added 130,771 +7,637 (6.2%) 0.07% $4,159,841 2024-04-26
Q4 2023 Reduced 123,134 -343 (-0.3%) 0.06% $3,509,309 2024-01-19
Q3 2023 Added 123,477 +7,356 (6.3%) 0.06% $3,052,343 2023-10-24
Q2 2023 Added 116,121 +1,416 (1.2%) 0.06% $3,337,315 2023-07-27
Q1 2023 Added 114,705 +8,899 (8.4%) 0.06% $2,924,975 2023-05-05
Q4 2022 Added 105,806 +13,165 (14.2%) 0.05% $2,174,311 2023-01-25
Q3 2022 Added 92,641 +3,846 (4.3%) 0.04% $1,675,000 2022-11-01
Q2 2022 Reduced 88,795 -95,945 (-51.9%) 0.04% $1,804,000 2022-08-02
Q1 2022 Reduced 184,740 -33,325 (-15.3%) 0.09% $5,359,000 2022-05-05
Q4 2021 Added 218,065 +11,308 (5.5%) 0.14% $7,837,000 2022-02-02
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

505 managers reported GLOBAL X FDSROBOTICS & ARTIFIC for Q2 2026.

Managers reporting GLOBAL X FDSROBOTICS & ARTIFIC in Q2 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Reduced 5,264,818 -127,413 0.01% $199,747,184 39 qtrs
MORGAN STANLEY Added 5,178,924 +742,531 0.01% $196,488,405 37 qtrs
LPL Financial LLC Reduced 2,268,560 -101,668 0.02% $86,069,168 38 qtrs
WELLS FARGO & COMPANY MN Added 2,117,963 +99,789 0.01% $80,355,541 36 qtrs
FIL Ltd New 2,062,221 +2,062,221 0.06% $78,240,665 1 qtr
UBS Group AG Reduced 1,211,623 -92,632 < 0.01% $45,968,977 39 qtrs
JPMorgan Chase & Co Added 931,608 +131,588 < 0.01% $34,339,083 35 qtrs
RAYMOND JAMES FINANCIAL INC Reduced 886,667 -170,648 < 0.01% $33,640,135 7 qtrs
COMMONWEALTH EQUITY SERVICES LLC Reduced 798,203 -16,804 0.04% $30,283,830 35 qtrs
Citigroup Inc Added 662,650 +127,047 < 0.01% $25,140,940 36 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2026
Filed
August 03, 2026
Filing type
13F-HR
Position type
RBTCS ARTFL INTE

Voting authority reported

Sole
226,433
Shared
0
None
5,325

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.