Form 13-F position report

GLOBAL X FDSROBOTICS & ARTIFIC

Reported by NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

BOTZ CUSIP 37954Y715 Manager CIK 0001141802

Reported 115,217 shares, up 3,447 (3.1%) from the prior quarter.

Reported value 18.8%; share count 3.1% vs. the prior quarter.

Added
% of reported 13F value < 0.01% This manager · Q4 2023
Shares 115,217 Quarter-end amount reported
Reported value $3,283,736 Fair value at quarter end
Consecutive quarters held 22 Through Q4 2023

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
2021-09-30 2051000
2021-12-31 1740000
2022-03-31 1420000
2022-06-30 988000
2022-09-30 459000
2022-12-31 501858
2023-03-31 550732
2023-06-30 981566
2023-09-30 2762973
2023-12-31 3283736
2024-03-31 3846688
2024-06-30 3969907
2024-09-30 4481805
2024-12-31 4668148
2025-03-31 5841727
2025-06-30 9305737
2025-09-30 10393252
2025-12-31 10982729
2026-03-31 10735066
2026-06-30 14272370

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 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Added 376,182 +53,032 (16.4%) < 0.01% $14,272,370 2026-08-12
Q1 2026 Added 323,150 +20,011 (6.6%) < 0.01% $10,735,066 2026-05-07
Q4 2025 Added 303,139 +9,793 (3.3%) < 0.01% $10,982,729 2026-02-05
Q3 2025 Added 293,346 +8,331 (2.9%) < 0.01% $10,393,252 2025-11-14
Q2 2025 Added 285,015 +79,754 (38.9%) < 0.01% $9,305,737 2025-08-13
Q1 2025 Added 205,261 +59,153 (40.5%) < 0.01% $5,841,727 2025-05-14
Q4 2024 Added 146,108 +6,705 (4.8%) < 0.01% $4,668,148 2025-02-11
Q3 2024 Added 139,403 +10,720 (8.3%) < 0.01% $4,481,805 2024-11-12
Q2 2024 Added 128,683 +7,757 (6.4%) < 0.01% $3,969,907 2024-08-16
Q1 2024 Added 120,926 +5,709 (5.0%) < 0.01% $3,846,688 2024-05-15
Q4 2023 Added 115,217 +3,447 (3.1%) < 0.01% $3,283,736 2024-02-13
Q3 2023 Added 111,770 +77,617 (227.3%) < 0.01% $2,762,973 2023-11-14
Q2 2023 Added 34,153 +12,556 (58.1%) < 0.01% $981,566 2023-08-14
Q1 2023 Reduced 21,597 -2,824 (-11.6%) < 0.01% $550,732 2023-05-15
Q4 2022 Reduced 24,421 -951 (-3.7%) < 0.01% $501,858 2023-02-21
Q3 2022 Reduced 25,372 -23,223 (-47.8%) < 0.01% $459,000 2022-11-14
Q2 2022 Reduced 48,595 -350 (-0.7%) < 0.01% $988,000 2022-08-04
Q1 2022 Added 48,945 +541 (1.1%) < 0.01% $1,420,000 2022-05-09
Q4 2021 Reduced 48,404 -7,694 (-13.7%) < 0.01% $1,740,000 2022-02-03
Q3 2021 Reduced 56,098 -8,786 (-13.5%) < 0.01% $2,051,000 2021-11-15
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

365 managers reported GLOBAL X FDSROBOTICS & ARTIFIC for Q4 2023.

Managers reporting GLOBAL X FDSROBOTICS & ARTIFIC in Q4 2023.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Granite Bay Wealth Management LLC Added 14,190,041 +3,683,018 3.25% $363,190,000 3 qtrs
Bank of America Corporation Added 5,644,081 +266,251 0.02% $160,856,302 29 qtrs
MORGAN STANLEY Reduced 2,795,246 -99,821 < 0.01% $79,664,532 27 qtrs
LPL Financial LLC Added 1,719,726 +11,996 0.03% $49,012,189 28 qtrs
UBS Group AG Added 1,487,866 +498,362 0.01% $42,404,181 29 qtrs
PNC FINANCIAL SERVICES GROUP INC Reduced 1,275,197 -26,489 0.03% $36,343,125 26 qtrs
JPMorgan Chase & Co Reduced 934,743 -95,367 < 0.01% $26,640,179 25 qtrs
Citigroup Inc Added 921,738 +239,584 0.02% $26,269,529 26 qtrs
Barclays PLC Added 861,675 +534,791 < 0.01% $24,557,738 28 qtrs
Price Capital Management Inc New 794,780 +794,780 10.03% $22,651,230 1 qtr
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2023
Filed
February 13, 2024
Filing type
13F-HR
Position type
RBTCS ARTFL INTE

Voting authority reported

Sole
0
Shared
0
None
115,217

“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.