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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
GR FINANCIAL GROUP, LLC2,563$220K0.03%new13F-HRTimeline
Dynamic Advisor Solutions LLC2,558$219K0.01%new13F-HRTimeline
Koshinski Asset Management, Inc.2,545$218K0.01%new13F-HRTimeline
Perigon Wealth Management, LLC2,519$216K<0.01%new13F-HRTimeline
Savant Capital, LLC2,469$210K<0.01%new13F-HRTimeline
McGowan Group Asset Management, Inc.2,448$210K0.03%new13F-HRTimeline
Meridian Wealth Management, LLC2,431$208K0.01%-1,13813F-HRTimeline
McMill Wealth Management2,397$205K0.05%new13F-HR/ATimeline
CENTRAL VALLEY ADVISORS, LLC2,376$204K0.05%new13F-HRTimeline
ETF Store, Inc.2,371$203K0.17%new13F-HRTimeline
BRIGHTON JONES LLC2,351$201K<0.01%new13F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC2,350$201K0.09%new13F-HRTimeline
IFG Advisory, LLC2,256$193K0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,104$180K<0.01%+88313F-HRTimelineGroup
Winch Advisory Services, LLC1,889$162K0.03%013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,593$136K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,587$136K<0.01%+3713F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC1,585$136K0.02%+1,05713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,464$125K<0.01%013F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC1,380$118K0.01%+57013F-HRTimeline
SBI Securities Co., Ltd.1,321$113K<0.01%+43213F-HRTimeline
IFP Advisors, Inc1,301$111K<0.01%-2913F-HRTimeline
SIMPLEX TRADING, LLC1,253$107K<0.01%+25413F-HRTimeline
Physician Wealth Advisors, Inc.1,250$107K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,236$106K0.01%-32013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA1,534$104K<0.01%013F-HRTimelineGroup
Solstein Capital, LLC1,175$101K0.03%013F-HRTimeline
CENTRAL TRUST Co1,000$85.7K<0.01%013F-HRTimeline
Allied Private Wealth LLC1,005$81.5K0.05%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC944$80.9K<0.01%+613F-HRTimelineGroup
Wilmington Savings Fund Society, FSB906$77.6K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC875$75K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC800$68.5K<0.01%013F-HRTimeline
Allworth Financial LP704$60.3K<0.01%013F-HRTimeline
Aberdeen Wealth Management LLC700$60K0.03%new13F-HRTimeline
Qube Research & Technologies Ltd697$59.7K<0.01%-24,98313F-HRTimeline
Strategic Wealth Partners, Ltd.600$51.4K<0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.600$51.4K<0.01%013F-HRTimeline
PFS Partners, LLC600$51.4K0.02%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.556$47.6K0.01%013F-HR/ATimeline
LOM Asset Management Ltd550$47.1K0.01%013F-HRTimeline
Global Retirement Partners, LLC548$46.9K<0.01%13F-HRTimeline
Crews Bank & Trust529$45.3K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC519$44.5K0.02%013F-HRTimeline
Downshift Financial, LLC486$41.6K0.02%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC475$40.7K<0.01%+40013F-HRTimelineGroup
SIGNATUREFD, LLC467$40K<0.01%+3013F-HRTimeline
AMERIFLEX GROUP, INC.455$39K0.02%013F-HRTimeline
Archer Investment Corp436$37.3K0.01%013F-HR/ATimeline
JDM Financial Group LLC396$33.9K0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners377$32.3K<0.01%new13F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS371$31.8K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc368$31.6K<0.01%+113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP360$30.8K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC340$29.1K<0.01%013F-HRTimeline
Triumph Capital Management337$28.9K0.01%+1613F-HRTimeline
SHP Wealth Management337$28.9K<0.01%013F-HRTimeline
Costello Asset Management, INC326$27.9K0.01%013F-HRTimeline
TOWER TRUST & INVESTMENT Co325$27.8K0.02%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC314$26.5K<0.01%13F-HRTimeline
Bank of New Hampshire304$26K0.01%013F-HRTimeline
Rossby Financial, LCC302$25.9K<0.01%013F-HRTimeline
Larson Financial Group LLC300$25.7K<0.01%013F-HRTimeline
NFSG Corp292$25K<0.01%013F-HRTimeline
Osbon Capital Management LLC281$24.1K0.02%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …230$19.7K<0.01%013F-HRTimelineGroup
Washington Trust Advisors, Inc.223$19.1K<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…222$19K0.01%013F-HRTimeline
ADIRONDACK TRUST CO221$18.9K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC212$18.2K<0.01%+14113F-HRTimeline
CoreCap Advisors, LLC208$17.8K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC202$17.3K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…200$17.1K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC200$17K<0.01%013F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC200$16.7K<0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC189$16.2K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC188$16.1K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp176$15.1K<0.01%-12313F-HRTimelineGroup
Harbor Asset Planning, Inc.157$13.4K0.01%013F-HRTimeline
Pacifica Partners Inc.158$13.2K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC152$13K<0.01%new13F-HRTimeline
Avion Wealth159$13K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP150$12.3K<0.01%new13F-HRTimelineGroup
Spectrum Wealth Advisory Group, LLC120$10.3K<0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors119$10.2K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…102$8.74K<0.01%-50713F-HRTimelineGroup
Westside Investment Management, Inc.100$8.57K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc87$7K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC80$6.85K<0.01%013F-HRTimeline
Trust Co79$6.77K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…79$6.75K<0.01%013F-HRTimeline
Kilter Group LLC77$6.6K<0.01%013F-HRTimeline
Accordant Advisory Group Inc75$6.42K<0.01%013F-HRTimeline
Parallel Advisors, LLC70$6K<0.01%-30013F-HRTimeline
Fourth Dimension Wealth, LLC64$5.48K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA44$3.77K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC40$3.43K<0.01%013F-HRTimeline
NVWM, LLC39$3.34K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.35$3K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC33$2.79K<0.01%-59213F-HRTimeline
Lodestone Wealth Management LLC31$2.65K<0.01%-3013F-HRTimeline
Glassman Wealth Services30$2.57K<0.01%013F-HRTimeline
LifeSteps Financial, Inc.30$2.57K<0.01%new13F-HRTimeline
MCF Advisors LLC30$2.54K<0.01%013F-HRTimeline
Cordant, Inc.25$2.14K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…20$1.73K<0.01%013F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…20$1.71K<0.01%013F-HRTimeline
HM PAYSON & CO19$1.63K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC15$1.28K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC15$1.28K<0.01%013F-HRTimeline
Miller Global Investments, LLC6$514<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5$428<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC3$227<0.01%new13F-HRTimeline
Main Street Group, LTD2$171<0.01%013F-HRTimeline
Coston, McIsaac & Partners5$00%013F-HRTimelineValue filed as zero, left out of ratios.