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ROBO EXCHANGE TRADED CONCEPTS TRU

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ROBO GLB ETF (fund)

222 managers (222 13F filers) reported a position in ROBO shares at 2024-12-31, 5,786,429 shares in all. 15 filers opened a position and 26 filers sold out during the quarter.

Managers
222
13F filers
222
New
15
Added
43
Reduced
81
Sold out
26
Shares held by filers
5,786,429

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Trust Co80$4.47K<0.01%013F-HRTimeline
Mainstream Capital Management LLC66$3.71K<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC64$3.6K<0.01%13F-HRTimeline
CoreCap Advisors, LLC60$3.38K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC60$3.38K<0.01%013F-HRTimeline
Modus Advisors, LLC55$3.09K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC50$2.81K<0.01%013F-HRTimeline
FSA Wealth Management LLC44$2.49K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC40$2.26K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…34$1.91K<0.01%013F-HRTimeline
Clearstead Advisors, LLC32$1.83K<0.01%013F-HRTimeline
Glassman Wealth Services30$1.69K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…20$1.13K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC15$844<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP10$563<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV5$281<0.01%013F-HRTimeline
Main Street Group, LTD2$113<0.01%013F-HRTimeline
Smartleaf Asset Management LLC2$112<0.01%013F-HRTimeline
St. Johns Investment Management Company…1$36<0.01%013F-HRTimeline
Coston, McIsaac & Partners5$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%-27013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.