Form 13-F position report

GLOBAL X FDSROBOTICS & ARTIFIC

Reported by JONES FINANCIAL COMPANIES LLLP

BOTZ CUSIP 37954Y715 Manager CIK 0000815917

Reported 73,461 shares, up 34,250 (87.3%) from the prior quarter.

Reported value 69.8%; share count 87.3% vs. the prior quarter.

Added
% of reported 13F value < 0.01% This manager · Q1 2025
Shares 73,461 Quarter-end amount reported
Reported value $2,126,693 Fair value at quarter end
Consecutive quarters held 5 Through Q1 2025

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
2024-03-31 89354
2024-06-30 400870
2024-09-30 849659
2024-12-31 1252783
2025-03-31 2126693
2025-06-30 3641525
2025-09-30 4947262
2025-12-31 6537922
2026-03-31 8026938
2026-06-30 11102090

Quarterly position history

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

10 quarters
Quarterly reported position history for GLOBAL X FDSROBOTICS & ARTIFIC held by JONES FINANCIAL COMPANIES LLLP.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Added 308,306 +60,989 (24.7%) < 0.01% $11,102,090 2026-08-14
Q1 2026 Added 247,317 +67,115 (37.2%) < 0.01% $8,026,938 2026-05-15
Q4 2025 Added 180,202 +38,243 (26.9%) < 0.01% $6,537,922 2026-02-17
Q3 2025 Added 141,959 +29,981 (26.8%) < 0.01% $4,947,262 2025-11-04
Q2 2025 Added 111,978 +38,517 (52.4%) < 0.01% $3,641,525 2025-08-13
Q1 2025 Added 73,461 +34,250 (87.3%) < 0.01% $2,126,693 2025-05-16
Q4 2024 Added 39,211 +12,659 (47.7%) < 0.01% $1,252,783 2025-02-06
Q3 2024 Added 26,552 +13,558 (104.3%) < 0.01% $849,659 2024-11-12
Q2 2024 Added 12,994 +10,185 (362.6%) < 0.01% $400,870 2024-08-14
Q1 2024 New 2,809 +2,809 (0.0%) < 0.01% $89,354 2024-05-14

Who else reported the position

431 managers reported GLOBAL X FDSROBOTICS & ARTIFIC for Q1 2025.

Managers reporting GLOBAL X FDSROBOTICS & ARTIFIC in Q1 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Added 6,190,220 +164,401 0.01% $176,173,670 34 qtrs
MORGAN STANLEY Added 3,007,039 +127,980 < 0.01% $85,580,362 32 qtrs
LPL Financial LLC Added 2,209,371 +100,971 0.02% $62,878,686 33 qtrs
UBS Group AG Added 1,935,874 +306,028 0.01% $55,094,975 34 qtrs
WELLS FARGO & COMPANY MN Added 1,147,287 +39,829 < 0.01% $32,651,783 31 qtrs
AMERIPRISE FINANCIAL INC Reduced 349,795 -713,148 < 0.01% $28,092,466 23 qtrs
COMMONWEALTH EQUITY SERVICES LLC Added 846,563 +5,350 0.03% $24,093,000 30 qtrs
OLD MISSION CAPITAL LLC New 674,077 +674,077 0.25% $19,184,231 5 qtrs
PNC FINANCIAL SERVICES GROUP INC Reduced 660,235 -9,203 < 0.01% $18,790,299 31 qtrs
Mirae Asset Global Investments Co Ltd Added 607,867 +289,256 0.07% $17,597,750 29 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2025
Filed
May 16, 2025
Filing type
13F-HR
Position type
Exchange Traded Funds (ETFs)

Voting authority reported

Sole
73,461
Shared
0
None
0

“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.