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Disclosery

ROBO EXCHANGE TRADED CONCEPTS TRU

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ROBO GLB ETF (fund)

266 managers (267 13F filers) reported a position in ROBO shares at 2026-03-31, 7,390,911 shares in all. 44 filers opened a position and 23 filers sold out during the quarter.

Managers
266
13F filers
267
New
44
Added
87
Reduced
52
Sold out
23
Shares held by filers
7,390,911

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
ATLAS CAPITAL ADVISORS INC.556$38K<0.01%013F-HRTimeline
LOM Asset Management Ltd550$37.6K0.01%013F-HRTimeline
Crews Bank & Trust529$36.2K0.01%+7513F-HRTimeline
VALLEY NATIONAL ADVISERS INC528$36K<0.01%-3613F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC519$35.5K0.02%+213F-HRTimeline
AMERIFLEX GROUP, INC.455$31.1K0.02%013F-HRTimeline
SIGNATUREFD, LLC437$29.9K<0.01%+4013F-HRTimeline
Archer Investment Corp436$29.8K0.01%+113F-HRTimeline
Parallel Advisors, LLC370$25.3K<0.01%+7013F-HR/ATimeline
AdvisorNet Financial, Inc367$25.1K<0.01%-38513F-HRTimeline
TOTH FINANCIAL ADVISORY CORP360$24.6K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC340$23.3K<0.01%013F-HRTimeline
SHP Wealth Management337$23.1K<0.01%013F-HRTimeline
Costello Asset Management, INC326$22.3K0.01%013F-HRTimeline
TOWER TRUST & INVESTMENT Co325$22.2K0.01%013F-HRTimeline
Triumph Capital Management321$22K<0.01%+713F-HRTimeline
Rossby Financial, LCC302$21.2K<0.01%013F-HRTimeline
Bank of New Hampshire304$20.8K<0.01%-113F-HRTimeline
Larson Financial Group LLC300$20.5K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp299$20.5K<0.01%013F-HRTimelineGroup
NFSG Corp292$19.9K<0.01%+14013F-HRTimeline
Osbon Capital Management LLC281$19.2K0.02%013F-HRTimeline
Sound Income Strategies, LLC271$19K<0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …230$15.7K<0.01%new13F-HRTimelineGroup
Washington Trust Advisors, Inc.223$15.3K<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…222$15.2K0.01%new13F-HRTimeline
ADIRONDACK TRUST CO221$15.1K0.01%013F-HRTimeline
CoreCap Advisors, LLC208$14.2K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC200$14K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC202$13.8K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…200$13.7K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC189$12.9K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC188$11.2K<0.01%013F-HRTimeline
Pacifica Partners Inc.158$10.8K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.157$10.7K0.01%+10713F-HRTimeline
Avion Wealth159$10K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…133$9.1K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.120$8.21K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Colonial Trust Advisorsin group Colonial Trust Advisors119$8.14K<0.01%new13F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.117$8.01K<0.01%013F-HRTimeline
Westside Investment Management, Inc.100$6.84K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc87$6K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC80$5.47K<0.01%+2013F-HRTimeline
Trust Co79$5.41K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…79$5.39K<0.01%013F-HRTimeline
Kilter Group LLC77$5.27K<0.01%+113F-HRTimeline
Accordant Advisory Group Inc75$5.13K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC75$5.13K<0.01%013F-HRTimelineGroup
Cedar Mountain Advisors, LLC71$4.83K<0.01%-14113F-HRTimeline
Fourth Dimension Wealth, LLC64$4.38K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC61$4.17K<0.01%013F-HR/ATimeline
Anchor Investment Management, LLC50$3.42K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC40$2.74K<0.01%new13F-HRTimeline
NVWM, LLC39$2.67K<0.01%013F-HRTimeline
BALLAST ADVISORS LLC39$2.67K<0.01%new13F-HR/ATimeline
Glassman Wealth Services30$2.05K<0.01%013F-HRTimeline
MCF Advisors LLC30$2.02K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…20$1.38K<0.01%013F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…20$1.37K<0.01%-1,53013F-HRTimeline
Parkside Financial Bank & Trust16$1.09K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC15$1.03K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC15$1.03K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5$342<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5$342<0.01%new13F-HRTimelineGroup
Main Street Group, LTD2$137<0.01%new13F-HRTimeline
Coston, McIsaac & Partners5$00%013F-HRTimelineValue filed as zero, left out of ratios.