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Disclosery

ROBO EXCHANGE TRADED CONCEPTS TRU

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ROBO GLB ETF (fund)

315 managers (317 13F filers) reported a position in ROBO shares at 2026-06-30, 7,845,130 shares in all. 66 filers opened a position and 16 filers sold out during the quarter.

Managers
315
13F filers
317
New
66
Added
89
Reduced
58
Sold out
16
Shares held by filers
7,845,130

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY895,257$76.7M<0.01%+138,51513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding880,438$75.4M+29,397Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…480,227$41.1M0.02%-5,32713F-HRTimelineGroup
Annex Advisory Services, LLC399,979$34.3M0.58%-341,12313F-HRTimeline
LPL Financial LLC391,443$33.5M0.01%+56,18113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC265,418$22.7M0.01%+14,30713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC262,465$22.5M<0.01%+148,33013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA223,445$19.1M<0.01%+21,30913F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC217,296$18.6M1.13%+210,45413F-HRTimeline
Gray Foundation205,000$17.6M3.87%013F-HRTimeline
Biltmore Family Office, LLC202,125$17.3M2.28%-82613F-HRTimeline
MinichMacGregor Wealth Management, LLC175,324$15M2.28%-7,52113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP173,193$14.8M0.02%-7,49113F-HR/ATimelineGroup
Carmel Capital Management L.L.C.100,490$8.61M1.89%+1,55013F-HRTimeline
NTV Asset Management LLC94,395$8.09M0.79%+7,35013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC81,419$6.97M0.01%+1,74413F-HRTimeline
Crestwood Advisors Group, LLC79,742$6.83M0.1%-13913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/76,964$6.59M0.01%+1,46213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC73,646$6.31M0.08%+1,23013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.72,965$6.25M0.01%+9,61813F-HRTimelineGroup
Black Swift Group, LLC71,460$6.12M0.88%+6,92013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP68,412$5.86M<0.01%+10,91513F-HRTimelineGroup
Cetera Investment Advisers64,536$5.53M0.01%+4,58413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.57,794$4.95M0.05%-31913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV52,295$4.48M0.01%-2,29513F-HR/ATimeline
Federation des caisses Desjardins du Qu…51,464$4.41M0.01%+49,24913F-HRTimeline
SG Americas Securities, LLC50,002$4.28M<0.01%013F-HRTimeline
BIP Wealth, LLC49,257$4.22M0.12%+1,08513F-HRTimeline
Cambridge Investment Research Advisors,…48,465$4.15M0.01%-4,80913F-HR/ATimeline
PINNACLE ASSOCIATES LTD47,623$4.08M0.04%+1,87513F-HRTimeline
Quadcap Wealth Management, LLC42,826$3.67M0.36%-10,68013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC42,654$3.65M<0.01%+29213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…41,456$3.55M0.01%+4,48413F-HRTimelineGroup
Eagle Strategies LLC41,306$3.54M0.35%+1,35713F-HRTimeline
Pacific Sun Financial Corp37,436$3.21M1.32%-26313F-HRTimeline
RAINIER FAMILY WEALTH INC37,150$3.18M1.81%+4,01313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding36,916$3.16M+8,085Timeline
Invera Wealth Advisors, LLC36,306$3.11M1.67%+11,93413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth35,488$3.04M<0.01%-61813F-HRTimelineGroup
Beacon Pointe Advisors, LLC32,069$2.75M0.01%-72713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,324$2.68M<0.01%+1,13313F-HRTimelineGroup
Hyposwiss Advisors SA31,006$2.66M2.52%-3,66013F-HRTimeline
FLOW TRADERS U.S. LLC30,462$2.61M0.11%-36,83013F-HRTimeline
OneDigital Investment Advisors LLC29,730$2.55M0.02%-36413F-HRTimeline
Summit Financial, LLC28,724$2.46M0.03%-46713F-HRTimeline
Anson Capital, Inc.28,608$2.45M1.59%+25,32413F-HRTimeline
MONECO ADVISORS, LLC28,106$2.41M0.15%+30813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/27,321$2.34M<0.01%+18,10813F-HRTimelineGroup
BLAIR WILLIAM & CO/IL26,007$2.23M0.01%+13,55613F-HRTimeline
TRUE Private Wealth Advisors25,976$2.23M0.19%-50213F-HRTimeline
Steward Partners Investment Advisory, L…25,458$2.18M0.01%+20,34013F-HRTimeline
Curbstone Financial Management Corp25,206$2.16M0.37%+4013F-HRTimeline
BANK OZK23,732$2.03M0.6%-2513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC23,360$2M0.01%new13F-HRTimeline
HighTower Advisors, LLC23,266$1.99M<0.01%+1,24913F-HRTimeline
Advisory Services Network, LLC22,534$1.93M0.02%+1,42113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS21,811$1.87M<0.01%+4,15913F-HRTimeline
Hancock Prospecting Pty Ltd21,793$1.87M0.03%013F-HRTimeline
Geneos Wealth Management Inc.21,225$1.82M0.04%013F-HRTimeline
Solutions 4 Wealth, Ltd21,030$1.8M2.33%+213F-HRTimeline
Main Street Financial Solutions, LLC20,513$1.76M0.11%-32013F-HRTimeline
Private Advisor Group, LLC19,629$1.68M0.01%+9,10713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,038$1.63M0.01%+5,49613F-HRTimelineGroup
Stegent Equity Advisors, Inc.18,923$1.62M1.16%new13F-HRTimeline
Fortis Group Advisors, LLC18,691$1.6M0.26%-2013F-HRTimeline
RPG Investment Advisory, LLC17,739$1.52M0.16%-1,44013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …17,705$1.52M0.02%-25813F-HRTimelineGroup
VVR Holdings LLC16,857$1.44M0.62%+6,68713F-HRTimeline
Generation Capital Management LLC15,900$1.36M0.84%new13F-HRTimeline
Creative Planningin group Creative Planning15,072$1.29M<0.01%+69313F-HRTimelineGroup
Arax Advisory Partners14,345$1.23M0.01%-20613F-HRTimeline
MML INVESTORS SERVICES, LLC13,800$1.18M<0.01%+4,15813F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…13,689$1.17M0.02%new13F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC13,453$1.15M0.01%new13F-HRTimelineGroup
WCG Wealth Advisors LLC13,045$1.12M0.03%+86013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,002$1.11M<0.01%+113F-HRTimelineGroup
FMR LLCin group FMR LLC13,001$1.11M<0.01%+1,95213F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC12,940$1.11M<0.01%013F-HRTimelineGroup
Clay Northam Wealth Management, LLC12,483$1.07M0.53%-80013F-HRTimeline
James J. Burns & Company, LLC12,395$1.06M0.11%+36413F-HRTimeline
SCOTIA CAPITAL INC.12,296$1.05M<0.01%+14413F-HRTimeline
TD Waterhouse Canada Inc.12,103$1.03M<0.01%-2913F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC11,530$988K<0.01%-5,56313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC11,349$972K<0.01%-1,32613F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management11,322$970K0.01%+2,64813F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…10,369$888K0.05%+29513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,858$844K0.03%+68813F-HRTimelineGroup
IHT Wealth Management, LLC9,779$838K0.02%-2,84913F-HRTimeline
Objectivity Squared, LLC9,715$832K0.47%013F-HRTimeline
CIBC WORLD MARKET INC.9,636$825K<0.01%+1,72213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,633$825K<0.01%-7,00713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,493$788K<0.01%+2,58213F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC8,696$745K<0.01%new13F-HRTimelineGroup
Prosperity Consulting Group, LLC8,655$741K0.03%-15113F-HRTimeline
World Investment Advisors10,362$709K0.01%-11813F-HRTimeline
NewEdge Advisors, LLC7,998$685K<0.01%+17013F-HRTimeline
Greenwich Wealth Management LLC7,939$680K0.02%013F-HRTimeline
Joel Isaacson & Co., LLC7,929$679K0.02%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP7,759$665K0.01%013F-HRTimeline
Caprock Group, LLC7,752$664K0.01%-15613F-HRTimeline
Aspiring Ventures, LLC7,500$642K0.17%013F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC7,483$641K0.06%-7613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,400$634K<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,282$624K<0.01%-2,87413F-HRTimelineGroup
Janney Montgomery Scott LLC7,241$620K<0.01%+1,14113F-HRTimeline
Financial Freedom, LLC7,151$613K0.28%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.7,151$613K<0.01%-36513F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,136$611K<0.01%+2,44913F-HRTimelineGroup
Creekside Partners7,114$609K0.22%013F-HRTimeline
CERTUITY, LLC6,978$598K0.03%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,973$582K<0.01%-6613F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC6,780$581K<0.01%new13F-HRTimelineGroup
Financial Management, Inc.6,595$565K0.46%013F-HRTimeline
VIMA LLC6,394$548K0.53%13F-HRTimeline
Summit Asset Management, LLC6,375$546K0.07%-8913F-HRTimeline
Avestar Capital, LLC6,280$538K0.03%new13F-HRTimeline
Wedmont Private Capital6,420$533K0.01%+2013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6,096$522K<0.01%+2,91513F-HRTimelineGroup
MUSTICO FINANCIAL GROUP, INC.6,501$506K0.33%+2313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,905$506K<0.01%-13213F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD5,900$505K<0.01%new13F-HRTimelineGroup
HighPoint Advisor Group LLC5,878$504K0.02%013F-HRTimeline
Integrated Wealth Concepts LLC5,807$497K<0.01%+2,74313F-HRTimeline
Farther Finance Advisors, LLC5,746$492K<0.01%+61313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,737$491K<0.01%-14,46813F-HRTimelineGroup
Kovack Advisors, Inc.5,692$488K0.02%new13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.5,665$485K0.01%013F-HRTimelineGroup
Summit Investment Advisory Services, LLC5,636$483K0.12%+1,83713F-HRTimeline
Brookwood Investment Group LLC5,364$459K0.05%+70913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,354$459K0.01%013F-HRTimelineGroup
Mutual Advisors, LLC5,316$455K0.01%-19613F-HRTimeline
CHICAGO TRUST Co NA5,300$454K0.07%013F-HRTimeline
Fort Sheridan Advisors LLC5,218$447K0.05%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS5,211$446K0.02%013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,123$439K<0.01%013F-HRTimelineGroup
EP Wealth Advisors, LLC4,967$426K<0.01%-86513F-HRTimeline
PFG Investments, LLC4,959$425K0.02%+20213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,843$415K<0.01%+21113F-HRTimelineGroup
Noble Wealth Management PBC4,688$402K0.18%+2,40813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,658$399K0.04%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,596$394K<0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,535$388K<0.01%-1,77213F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC4,458$382K0.01%+1,18913F-HRTimeline
Ethos Financial Group, LLC4,403$377K0.03%+12313F-HRTimeline
North Star Investment Management Corp.4,350$373K0.02%013F-HRTimeline
Bluespring Wealth Management, LLC4,247$364K0.01%new13F-HRTimeline
MATAURO, LLC4,128$354K0.05%013F-HRTimeline
Focus Financial Network, Inc.4,112$352K0.01%new13F-HRTimeline
M3 Advisory Group, LLC4,101$351K0.18%+4913F-HRTimeline
Stonebridge Financial Group, LLC/CA4,099$351K0.05%13F-HRTimeline
McKinley Carter Wealth Services, Inc.4,051$347K0.02%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,026$345K0.01%new13F-HRTimelineGroup
Dakota Wealth Management3,933$337K0.01%013F-HRTimeline
Forum Finance Group S.A.4,825$334K0.12%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,850$330K<0.01%-2,50813F-HRTimelineGroup
Clearwater Capital Advisors, LLC3,818$327K0.02%+8513F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,791$325K0.08%-15013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,779$324K<0.01%+13213F-HRTimeline
WEALTH EFFECTS LLC3,680$315K0.09%+60013F-HRTimeline
Commonwealth Financial Services, LLC3,671$314K0.04%+10813F-HRTimeline
Vigilare Wealth Management3,668$314K0.1%013F-HRTimeline
Comprehensive Financial Consultants Ins…3,661$314K0.08%013F-HRTimeline
Columbus Macro, LLC3,586$307K0.03%+48513F-HRTimeline
Nova Wealth Management, Inc.3,504$300K0.17%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,473$297K<0.01%+2,52713F-HRTimelineGroup
Berger Financial Group, Inc3,405$292K0.01%+10013F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.3,400$291K0.08%new13F-HRTimeline
Wilson & Boucher Capital Management, LLC3,375$289K0.17%013F-HRTimeline
Bauman Advisory Group, LLC3,374$289K0.15%new13F-HRTimeline
Kingsview Wealth Management, LLC3,353$287K<0.01%+713F-HRTimeline
Western Wealth Management, LLC3,305$283K0.01%-14413F-HRTimeline
Capital Investment Counsel, LLC3,279$281K0.03%new13F-HRTimeline
KINTRA WEALTH, LLC3,258$277K0.01%013F-HRTimeline
Capital Square, LLC3,325$276K0.12%-2013F-HRTimeline
American Institute for Advanced Investm…3,217$276K0.16%+14513F-HRTimeline
Beaird Harris Wealth Management, LLC3,084$264K0.02%new13F-HRTimeline
Mission Financial Group, LLC3,078$264K0.22%13F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.3,046$261K0.05%new13F-HRTimelineGroup
Blue Trust, Inc.3,024$259K<0.01%013F-HRTimeline
Vise Technologies, Inc.3,021$259K<0.01%new13F-HRTimeline
Cresset Asset Management, LLC2,997$257K<0.01%-7513F-HRTimeline
Indivisible Partners2,977$255K0.01%new13F-HRTimeline
W1M Asset Management Ltd2,950$253K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC2,940$252K0.03%new13F-HRTimeline
Financial Engines Advisors L.L.C.2,892$248K<0.01%-63513F-HRTimeline
Prime Capital Investment Advisors, LLC2,876$246K<0.01%new13F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC2,870$246K0.05%new13F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,040$245K0.06%+1213F-HRTimeline
Whalen Wealth Management Inc.2,822$242K0.11%new13F-HRTimeline
Cambridge Advisors Inc.2,821$242K0.04%new13F-HRTimeline
Keystone Financial Group2,798$240K0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,762$237K0.01%new13F-HRTimeline
Detalus Advisors, LLC2,745$235K0.05%new13F-HRTimeline
Sanctuary Advisors, LLC2,727$234K<0.01%new13F-HRTimeline
Performance Wealth Partners, LLC2,700$231K0.01%new13F-HRTimeline
Key Client Fiduciary Advisors, LLC2,700$231K0.07%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,689$230K<0.01%new13F-HRTimeline
Ellis Investment Partners, LLC2,663$228K0.03%new13F-HRTimeline
Manchester Capital Management LLC2,640$226K0.03%013F-HRTimeline
Merit Financial Group, LLC2,563$220K<0.01%new13F-HR/ATimeline