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Disclosery

ROBO EXCHANGE TRADED CONCEPTS TRU

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ROBO 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.

HolderSharesValue% of portfolioChangeSource
UBS Group AGin group UBS Group AG836,332$43.1M0.01%-62,93713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY520,036$26.8M<0.01%-28,27413F-HRTimelineGroup
OBSIDIAN CIO, LLC325,139$16.7M2.72%+13,76913F-HRTimeline
LPL Financial LLC288,852$14.9M0.01%-2,03513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC210,280$10.8M<0.01%-4,11213F-HRTimelineGroup
Gray Foundation205,000$10.6M3.29%013F-HRTimeline
Biltmore Family Office, LLC203,509$10.5M1.79%-2,06813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP193,685$9.97M0.02%-3,85213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA155,206$7.99M<0.01%-2,67713F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC142,029$7.31M<0.01%-26613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC100,568$5.66M0.13%+1,12113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC105,479$5.43M0.01%-61613F-HRTimeline
FLOW TRADERS U.S. LLC103,421$5.33M0.22%+24,05513F-HRTimeline
Carmel Capital Management L.L.C.97,965$5.05M2.05%+25013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…95,964$4.94M<0.01%-71613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC91,069$4.69M<0.01%+1,58113F-HRTimelineGroup
NTV Asset Management LLC90,910$4.68M0.62%+19,51513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV82,871$4.27M0.01%+44813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/78,107$4.02M<0.01%+20,05413F-HRTimelineGroup
Cambridge Investment Research Advisors,…75,890$3.91M0.01%+1,65513F-HRTimeline
Crestwood Advisors Group, LLC61,751$3.18M0.06%+6,14413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.61,039$3.14M0.05%-2,53513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.59,170$3.05M0.01%-62813F-HRTimelineGroup
Cetera Investment Advisers58,997$3.04M0.01%+1,66613F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC53,700$2.77M2.14%new13F-HRTimeline
PINNACLE ASSOCIATES LTD49,297$2.54M0.04%-7613F-HRTimeline
RPG Investment Advisory, LLC48,637$2.5M0.18%+22,51813F-HRTimeline
OneDigital Investment Advisors LLC48,119$2.48M0.03%-38,29813F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …43,500$2.24M<0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC42,736$2.2M0.02%-2,65613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC42,544$2.19M<0.01%-5,51313F-HRTimelineGroup
Humankind Investments LLC41,500$2.14M0.55%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,808$2.05M<0.01%+18,88113F-HRTimelineGroup
Pacific Sun Financial Corp38,494$1.98M1.13%-1,19713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth36,893$1.9M<0.01%-44613F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP25,251$1.3M<0.01%+1,56213F-HRTimelineGroup
BANK OZK24,283$1.25M0.52%013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC24,140$1.24M0.01%+6,70013F-HRTimelineGroup
Main Street Financial Solutions, LLC21,950$1.13M0.1%+10013F-HRTimeline
Hancock Prospecting Pty Ltd21,793$1.12M0.04%013F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS21,411$1.1M<0.01%+213F-HRTimeline
Geneos Wealth Management Inc.21,225$1.09M0.02%+1,61613F-HRTimeline
Curbstone Financial Management Corp20,780$1.07M0.23%-5013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO18,076$931K0.22%-22513F-HRTimeline
Solutions 4 Wealth, Ltd17,474$900K1.59%013F-HRTimeline
Private Advisor Group, LLC17,065$879K0.01%new13F-HRTimeline
Advisor Resource Council15,825$815K0.07%new13F-HRTimeline
HighTower Advisors, LLC15,731$810K<0.01%+70413F-HRTimeline
Prime Capital Investment Advisors, LLC15,585$803K0.01%new13F-HRTimeline
SPC Financial, Inc.15,584$803K0.07%+60813F-HRTimeline
Brookwood Investment Group LLC15,265$786K0.14%13F-HRTimeline
Clay Northam Wealth Management, LLC15,038$774K0.54%+3013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…14,314$737K0.07%+41613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,688$705K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC13,601$700K<0.01%-37913F-HRTimeline
Creative Planningin group Creative Planning13,272$684K<0.01%+85913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,042$672K<0.01%-23713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,011$670K<0.01%new13F-HR/ATimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC12,940$666K<0.01%013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC12,754$657K<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,651$652K0.01%-69013F-HRTimelineGroup
Caprock Group, LLC11,586$597K0.02%-21313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,259$580K<0.01%-5713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,203$577K<0.01%-57,36913F-HRTimelineGroup
James J. Burns & Company, LLC10,572$544K0.1%+85513F-HRTimeline
IHT Wealth Management, LLC10,256$528K0.02%+10813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,201$525K0.01%+21013F-HRTimelineGroup
SOL Capital Management CO9,660$497K0.05%-3,90413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,531$491K0.02%-89813F-HRTimelineGroup
Joel Isaacson & Co., LLC9,401$484K0.02%-10013F-HRTimeline
SCOTIA CAPITAL INC.9,374$483K<0.01%+32313F-HRTimeline
CERTUITY, LLC9,302$479K0.05%+3613F-HRTimeline
Objectivity Squared, LLC9,674$460K0.39%013F-HRTimeline
Prosperity Consulting Group, LLC8,558$441K0.03%-10013F-HRTimeline
Silverleafe Capital Partners, LLC8,131$419K0.14%-55,15813F-HRTimeline
OLD MISSION CAPITAL LLC8,030$414K0.01%-28,60313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,035$410K<0.01%013F-HR/ATimelineGroup
Greenwich Wealth Management LLC7,939$409K0.03%013F-HRTimeline
FMR LLCin group FMR LLC7,902$407K<0.01%+36113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,669$395K<0.01%-45013F-HRTimelineGroup
Aspiring Ventures, LLC7,500$393K0.22%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,503$386K<0.01%-38813F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,358$379K<0.01%-30013F-HRTimelineGroup
BFI Infinity Ltd.7,277$375K0.4%-68,10813F-HRTimeline
Creekside Partners7,110$366K0.19%013F-HRTimeline
Financial Freedom, LLC6,997$360K0.21%-1,13513F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,485$334K<0.01%-25513F-HRTimelineGroup
NewEdge Advisors, LLC6,441$332K<0.01%+5,51213F-HRTimeline
USAdvisors Wealth Management, LLC6,402$329K0.11%-5,67713F-HRTimeline
Avior Wealth Management, LLC6,100$314K0.01%-2,00013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,016$310K<0.01%-5,16813F-HRTimelineGroup
Wedmont Private Capital6,400$304K0.02%new13F-HRTimeline
BLAIR WILLIAM & CO/IL5,898$304K<0.01%+61613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.5,665$292K0.01%013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP5,500$283K<0.01%013F-HRTimeline
Key Client Fiduciary Advisors, LLC5,370$277K0.13%013F-HRTimeline
Mutual Advisors, LLC5,426$274K0.01%-33513F-HRTimeline
CHICAGO TRUST Co NA5,300$273K0.05%013F-HRTimeline
Atria Wealth Solutions, Inc.5,242$270K<0.01%-46713F-HRTimeline
Fort Sheridan Advisors LLC5,222$269K0.04%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS5,211$268K0.01%-1,05013F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,102$263K0.01%013F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC5,078$262K0.04%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,961$255K<0.01%new13F-HRTimelineGroup
COMERICA BANK4,813$248K<0.01%-24913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,612$238K<0.01%013F-HR/ATimelineGroup
JOHNSON INVESTMENT COUNSEL INC4,596$237K<0.01%013F-HRTimeline
Ellis Investment Partners, LLC4,540$234K0.05%-52513F-HRTimeline
Comprehensive Financial Consultants Ins…4,506$232K0.08%-3,40813F-HRTimeline
HARBOUR INVESTMENTS, INC.4,380$226K0.01%+1,99513F-HRTimeline
North Star Investment Management Corp.4,350$224K0.02%013F-HRTimeline
Financial Advocates Investment Manageme…4,286$221K0.02%+64213F-HRTimeline
Ethos Financial Group, LLC4,237$218K0.02%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,212$217K<0.01%-12,65513F-HRTimelineGroup
American Institute for Advanced Investm…4,198$216K0.17%new13F-HRTimeline
HRT FINANCIAL LP4,190$215K<0.01%-96913F-HRTimeline
Cresset Asset Management, LLC4,166$215K<0.01%-3,51913F-HRTimeline
MATAURO, LLC4,110$212K0.04%+2213F-HRTimeline
Mission Financial Group, LLC3,078$211K0.19%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,947$203K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,925$202K<0.01%new13F-HRTimelineGroup
Summit Asset Management, LLC3,900$201K0.03%013F-HRTimeline
Farther Finance Advisors, LLC3,789$195K<0.01%-95513F-HRTimeline
CWM, LLCin group CWM, LLC3,609$186K<0.01%-1113F-HRTimelineGroup
Winch Advisory Services, LLC3,438$177K0.05%-10213F-HRTimeline
Wilmington Savings Fund Society, FSB3,406$175K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,393$175K<0.01%-57113F-HRTimelineGroup
SSA SWISS ADVISORS AG3,230$166K0.09%13F-HRTimeline
Blue Trust, Inc.2,988$154K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…2,628$135K<0.01%-33813F-HRTimeline
TD Waterhouse Canada Inc.2,620$135K<0.01%013F-HRTimeline
Manchester Capital Management LLC2,600$134K0.02%013F-HRTimeline
AdvisorNet Financial, Inc2,351$121K0.01%-6,09213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,338$120K<0.01%+60013F-HRTimelineGroup
Banque Transatlantique SAin group Banque Transatlantique SA2,044$105K<0.01%-26613F-HR/ATimelineGroup
Federation des caisses Desjardins du Qu…1,915$98.6K<0.01%+37013F-HRTimeline
Innovative Advisory Group, LLC1,894$97.5K0.09%-2013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,606$82.7K<0.01%+3113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,577$81.3K<0.01%-90213F-HRTimelineGroup
Creekmur Asset Management LLC1,543$79.5K0.02%013F-HRTimeline
MAI Capital Management1,290$66.4K<0.01%-2413F-HRTimeline
Physician Wealth Advisors, Inc.1,250$64.4K0.01%013F-HRTimeline
Solstein Capital, LLC1,175$60.5K0.04%013F-HRTimeline
CENTRAL TRUST Co1,075$55.4K<0.01%+7513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,010$52K0.01%013F-HRTimeline
McIlrath & Eck, LLC960$49.4K0.01%+613F-HRTimeline
IFP Advisors, Inc936$48.2K<0.01%-49513F-HRTimeline
PITTENGER & ANDERSON INC875$45.1K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC800$41.2K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.740$38.1K<0.01%+5913F-HRTimeline
Noble Wealth Management PBC680$35K0.02%+35013F-HRTimeline
Quintet Private Bank (Europe) S.A.600$30.9K<0.01%-1,30013F-HRTimeline
PFS Partners, LLC600$30.9K0.02%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.556$28.6K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC517$26.6K0.01%013F-HRTimeline
Fortis Group Advisors, LLC502$25.9K0.01%013F-HRTimeline
GoalVest Advisory LLC491$25.3K0.01%013F-HRTimeline
Allworth Financial LP415$20.8K<0.01%+1413F-HRTimeline
Kimelman & Baird, LLC401$20.7K<0.01%013F-HRTimeline
Arax Advisory Partners380$19.5K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC383$19K<0.01%+23113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP360$18.5K<0.01%013F-HRTimeline
LFA - Lugano Financial Advisors SA360$18.5K0.01%013F-HRTimeline
Bank of New Hampshire340$17.5K<0.01%-8513F-HRTimeline
Costello Asset Management, INC325$16.8K0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC323$16.6K<0.01%013F-HRTimeline
TOWER TRUST & INVESTMENT Co325$16.5K0.01%13F-HRTimeline
Park Square Financial Group, LLC319$16.4K0.01%013F-HRTimeline
Larson Financial Group LLC300$15.5K<0.01%+14213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC300$15.4K0.01%013F-HRTimeline
Synergy Investment Management, LLC300$15.4K0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA233$12.2K<0.01%-46613F-HRTimeline
Cedar Mountain Advisors, LLC211$10.9K<0.01%+17113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.247$10.8K<0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC210$10K<0.01%-33113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC200$10K<0.01%-5613F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC188$9.66K<0.01%013F-HR/ATimeline
COLDSTREAM CAPITAL MANAGEMENT INC185$9.53K<0.01%new13F-HRTimeline
GROUP ONE TRADING LLC163$8.39K<0.01%013F-HRTimeline
NFSG Corp151$7.77K<0.01%013F-HRTimeline
Pacifica Partners Inc.158$7.68K<0.01%013F-HRTimeline
SIGNATUREFD, LLC137$7.06K<0.01%+5213F-HRTimeline
WASHINGTON TRUST Co136$7K<0.01%-16113F-HRTimeline
Washington Trust Advisors, Inc.136$7K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…133$6.85K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC125$6.44K<0.01%013F-HRTimeline
Sandy Spring Bank123$6.34K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.117$6.03K<0.01%013F-HRTimeline
Wiser Advisor Group LLC106$5.46K0.01%-3,05213F-HRTimeline
GPS Wealth Strategies Group, LLC102$5.24K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.100$5.15K<0.01%013F-HRTimeline
Sound Income Strategies, LLC100$5.15K<0.01%013F-HRTimeline
Crews Bank & Trust100$5.15K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…96$4.94K<0.01%new13F-HRTimelineGroup
Trust Co80$4.09K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC64$3.3K<0.01%013F-HRTimeline
CoreCap Advisors, LLC60$3.09K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC60$3.09K<0.01%013F-HRTimeline
Anchor Investment Management, LLC50$2.58K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.50$2.58K<0.01%-4213F-HR/ATimeline