ROBO EXCHANGE TRADED CONCEPTS TRU
FollowROBO GLB ETF (fund)
213 managers (213 13F filers) reported a position in ROBO shares at 2025-03-31, 5,643,049 shares in all. 22 filers opened a position and 32 filers sold out during the quarter.
- Managers
- 213
- 13F filers
- 213
- New
- 22
- Added
- 46
- Reduced
- 69
- Sold out
- 32
- Shares held by filers
- 5,643,049
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, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| FSA Wealth Management LLC | 44 | $2.28K | <0.01% | 0 | 13F-HRTimeline |
| Vermillion & White Wealth Management Gr… | 34 | $1.75K | <0.01% | 0 | 13F-HRTimeline |
| Clearstead Advisors, LLC | 32 | $1.67K | <0.01% | 0 | 13F-HRTimeline |
| Glassman Wealth Services | 30 | $1.54K | <0.01% | 0 | 13F-HRTimeline |
| PENSION & WEALTH MANAGEMENT ADVISORS, I… | 20 | $1.04K | <0.01% | 0 | 13F-HRTimeline |
| LANARK FINANCIAL, INC. | 37 | $1K | <0.01% | new | 13F-HRTimeline |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 15 | $773 | <0.01% | 0 | 13F-HRTimeline |
| TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP | 10 | $515 | <0.01% | 0 | 13F-HRTimelineGroup |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | $258 | <0.01% | 0 | 13F-HRTimeline |
| Continuum Advisory, LLC | 2 | $103 | <0.01% | new | 13F-HRTimeline |
| Main Street Group, LTD | 2 | $103 | <0.01% | 0 | 13F-HRTimeline |
| St. Johns Investment Management Company… | 1 | $33 | <0.01% | 0 | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |