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Disclosery

ROBO EXCHANGE TRADED CONCEPTS TRU

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ROBO GLB ETF (fund)

212 managers (212 13F filers) reported a position in ROBO shares at 2025-06-30, 5,205,210 shares in all. 26 filers opened a position and 27 filers sold out during the quarter.

Managers
212
13F filers
212
New
26
Added
32
Reduced
65
Sold out
27
Shares held by filers
5,205,210

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
UBS Group AGin group UBS Group AG727,984$43.5M0.01%-108,34813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY487,383$29.1M<0.01%-32,65313F-HRTimelineGroup
LPL Financial LLC300,655$18M0.01%+11,80313F-HRTimeline
OBSIDIAN CIO, LLC262,578$15.7M2.28%-62,56113F-HRTimeline
Gray Foundation205,000$12.3M3.47%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC203,455$12.2M<0.01%-6,82513F-HRTimelineGroup
Biltmore Family Office, LLC201,327$12M2.03%-2,18213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP189,915$11.4M0.02%-3,77013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA155,563$9.3M<0.01%+35713F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC129,201$7.72M<0.01%-12,82813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC99,823$5.97M0.01%-5,65613F-HRTimeline
Carmel Capital Management L.L.C.97,890$5.85M1.97%-7513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC97,458$5.83M<0.01%+6,38913F-HRTimelineGroup
NTV Asset Management LLC89,160$5.33M0.64%-1,75013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…88,367$5.28M<0.01%-7,59713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV81,857$4.89M0.01%-1,01413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/77,541$4.63M<0.01%-56613F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC62,435$3.73M0.07%-38,13313F-HRTimelineGroup
Crestwood Advisors Group, LLC59,037$3.53M0.06%-2,71413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.59,002$3.53M0.05%-2,03713F-HRTimelineGroup
Cetera Investment Advisers53,412$3.19M0.01%-5,58513F-HRTimeline
Cambridge Investment Research Advisors,…49,990$2.99M0.01%-25,90013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.46,922$2.81M<0.01%-12,24813F-HR/ATimelineGroup
OneDigital Investment Advisors LLC45,994$2.75M0.03%-2,12513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC45,652$2.73M<0.01%+32,64113F-HRTimelineGroup
PINNACLE ASSOCIATES LTD45,203$2.7M0.04%-4,09413F-HRTimeline
OLD MISSION CAPITAL LLC42,128$2.52M0.07%+34,09813F-HRTimeline
Humankind Investments LLC41,500$2.48M0.6%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC40,120$2.4M<0.01%-2,42413F-HRTimelineGroup
Beacon Pointe Advisors, LLC40,036$2.39M0.03%-2,70013F-HRTimeline
Pacific Sun Financial Corp38,095$2.28M1.19%-39913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth36,687$2.19M<0.01%-20613F-HRTimelineGroup
FLOW TRADERS U.S. LLC34,674$2.07M0.08%-68,74713F-HRTimeline
Summit Financial, LLC30,577$1.83M0.04%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,691$1.77M<0.01%+4,44013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,627$1.77M<0.01%-10,18113F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC28,440$1.7M0.01%+4,30013F-HRTimelineGroup
BANK OZK23,979$1.43M0.55%-30413F-HRTimeline
RPG Investment Advisory, LLC23,764$1.42M0.18%-24,87313F-HRTimeline
RAINIER FAMILY WEALTH INC23,229$1.39M1.39%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS22,778$1.36M<0.01%+1,36713F-HRTimeline
Main Street Financial Solutions, LLC22,073$1.32M0.1%+12313F-HRTimeline
Hancock Prospecting Pty Ltd21,793$1.3M0.04%013F-HRTimeline
Geneos Wealth Management Inc.21,225$1.27M0.03%013F-HRTimeline
Curbstone Financial Management Corp20,780$1.24M0.25%013F-HRTimeline
Private Advisor Group, LLC18,980$1.13M0.01%+1,91513F-HRTimeline
Brookwood Investment Group LLC18,850$1.13M0.18%+3,58513F-HRTimeline
Solutions 4 Wealth, Ltd18,024$1.08M1.8%+55013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO17,831$1.07M0.24%-24513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC17,711$1.06M<0.01%+4,95713F-HRTimelineGroup
HighTower Advisors, LLC15,443$923K<0.01%-28813F-HRTimeline
SPC Financial, Inc.15,274$913K0.08%-31013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,574$871K<0.01%+88613F-HR/ATimelineGroup
Clay Northam Wealth Management, LLC14,388$860K0.55%-65013F-HRTimeline
Creative Planningin group Creative Planning14,240$851K<0.01%+96813F-HRTimelineGroup
Mutual Advisors, LLC13,350$847K0.02%+7,92413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,448$804K<0.01%+2,18913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,223$790K0.01%+57213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,038$779K<0.01%-413F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC12,940$774K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC11,127$665K<0.01%-2,47413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,556$631K0.01%+35513F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…10,470$626K0.05%-3,84413F-HRTimeline
SCOTIA CAPITAL INC.9,909$592K<0.01%+53513F-HRTimeline
Objectivity Squared, LLC9,674$578K0.4%013F-HRTimeline
SOL Capital Management CO9,610$574K0.06%-5013F-HRTimeline
James J. Burns & Company, LLC9,478$567K0.09%-1,09413F-HRTimeline
Joel Isaacson & Co., LLC9,401$562K0.02%013F-HRTimeline
IHT Wealth Management, LLC9,397$562K0.02%-85913F-HRTimeline
CERTUITY, LLC9,302$556K0.05%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,277$555K0.02%-25413F-HRTimelineGroup
CIBC WORLD MARKET INC.8,628$516K<0.01%new13F-HRTimeline
Prosperity Consulting Group, LLC8,513$509K0.04%-4513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,052$481K<0.01%+38313F-HRTimelineGroup
Greenwich Wealth Management LLC7,939$475K0.02%013F-HRTimeline
Aspiring Ventures, LLC7,500$448K0.2%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,358$440K<0.01%013F-HRTimelineGroup
Milestones Private Investment Advisors …7,305$437K0.32%13F-HRTimeline
FMR LLCin group FMR LLC7,267$434K<0.01%-63513F-HRTimelineGroup
Creekside Partners7,110$425K0.2%013F-HRTimeline
Financial Freedom, LLC6,996$418K0.23%-113F-HRTimeline
Wedmont Private Capital6,400$388K0.02%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,485$388K<0.01%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,370$381K<0.01%-1,13313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,329$378K<0.01%+2,38213F-HRTimelineGroup
EP Wealth Advisors, LLC6,077$363K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,006$359K<0.01%+4,42913F-HRTimelineGroup
MUSTICO FINANCIAL GROUP, INC.5,437$340K0.31%13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.5,665$339K0.01%013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP5,600$335K<0.01%+10013F-HRTimeline
Key Client Fiduciary Advisors, LLC5,370$321K0.13%013F-HRTimeline
CHICAGO TRUST Co NA5,300$317K0.04%013F-HRTimeline
Fort Sheridan Advisors LLC5,222$312K0.04%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS5,211$312K0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,133$307K<0.01%-88313F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,102$305K<0.01%013F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC5,078$304K0.04%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,961$297K<0.01%013F-HRTimelineGroup
GTS SECURITIES LLC4,883$292K0.01%new13F-HRTimeline
COMERICA BANK4,815$288K<0.01%+213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,596$275K<0.01%013F-HRTimeline
Ellis Investment Partners, LLC4,540$271K0.05%013F-HRTimeline
Comprehensive Financial Consultants Ins…4,506$269K0.09%013F-HRTimeline
North Star Investment Management Corp.4,350$260K0.02%013F-HRTimeline
Cresset Asset Management, LLC4,333$259K<0.01%+16713F-HR/ATimeline
Koshinski Asset Management, Inc.4,290$256K0.02%new13F-HRTimeline
Ethos Financial Group, LLC4,237$253K0.02%013F-HRTimeline
MATAURO, LLC4,110$246K0.05%013F-HRTimeline
PFG Investments, LLC3,918$234K0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC3,909$234K<0.01%-1613F-HRTimelineGroup
Summit Asset Management, LLC3,900$233K0.04%013F-HRTimeline
Farther Finance Advisors, LLC3,878$232K<0.01%+8913F-HRTimeline
Clearwater Capital Advisors, LLC3,818$228K0.02%new13F-HRTimeline
Wilson & Boucher Capital Management, LLC3,775$226K0.16%new13F-HRTimeline
Smart Portfolios, LLC3,680$220K0.22%new13F-HRTimeline
Vigilare Wealth Management3,667$219K0.08%new13F-HRTimeline
Financial Advocates Investment Manageme…3,636$217K0.02%-65013F-HRTimeline
CWM, LLCin group CWM, LLC3,609$216K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL3,574$214K<0.01%-2,32413F-HRTimeline
M3 Advisory Group, LLC3,552$212K0.15%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC3,500$209K<0.01%-1,11213F-HR/ATimelineGroup
Winch Advisory Services, LLC3,438$206K0.05%013F-HRTimeline
Wilmington Savings Fund Society, FSB3,406$204K<0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,389$203K<0.01%-82313F-HRTimelineGroup
Western Wealth Management, LLC3,363$201K0.01%new13F-HRTimeline
Blue Trust, Inc.2,988$179K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,945$176K<0.01%-1,43513F-HRTimeline
Steward Partners Investment Advisory, L…2,628$157K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.2,620$156K<0.01%013F-HRTimeline
Manchester Capital Management LLC2,600$155K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,500$149K<0.01%-89313F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,915$114K<0.01%013F-HRTimeline
Innovative Advisory Group, LLC1,832$110K0.09%-6213F-HRTimeline
SSA SWISS ADVISORS AG1,500$95.4K0.05%-1,73013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA1,576$93.3K<0.01%-46813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,514$90.5K<0.01%-82413F-HRTimelineGroup
NewEdge Advisors, LLC1,491$89.1K<0.01%-4,95013F-HRTimeline
Creekmur Asset Management LLC1,456$87.1K0.02%-8713F-HRTimeline
MAI Capital Management1,290$77.1K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.1,250$74.7K0.01%013F-HRTimeline
Solstein Capital, LLC1,175$70.2K0.04%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC1,100$65.8K0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,010$60.4K0.01%013F-HRTimeline
CENTRAL TRUST Co1,000$59.8K<0.01%-7513F-HRTimeline
McIlrath & Eck, LLC960$57.4K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC875$52.3K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC800$47.8K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc780$46.6K<0.01%-1,57113F-HRTimeline
SBI Securities Co., Ltd.776$46.4K<0.01%+3613F-HRTimeline
Allworth Financial LP649$38.8K<0.01%+23413F-HRTimeline
Clearstead Advisors, LLC622$37.2K<0.01%+59013F-HRTimeline
Strategic Wealth Partners, Ltd.600$35.9K<0.01%13F-HRTimeline
Quintet Private Bank (Europe) S.A.600$35.9K<0.01%013F-HRTimeline
PFS Partners, LLC600$35.9K0.02%013F-HRTimeline
Berkshire Money Management, Inc.575$34.4K<0.01%new13F-HRTimeline
LOM Asset Management Ltd550$33K0.01%13F-HR/ATimeline
BELLEVUE ASSET MANAGEMENT, LLC517$30.9K0.02%013F-HRTimeline
Fortis Group Advisors, LLC502$30K0.01%013F-HRTimeline
GoalVest Advisory LLC491$29.4K0.01%013F-HRTimeline
Kimelman & Baird, LLC401$24K<0.01%013F-HRTimeline
Arax Advisory Partners380$22.7K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP360$21.5K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC340$20.3K<0.01%new13F-HRTimeline
IFP Advisors, Inc336$20.1K<0.01%-60013F-HRTimeline
Costello Asset Management, INC325$19.5K0.01%013F-HRTimeline
TOWER TRUST & INVESTMENT Co325$19.4K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC323$19.3K<0.01%013F-HRTimeline
Bank of New Hampshire305$18.2K<0.01%-3513F-HRTimeline
Larson Financial Group LLC300$17.9K<0.01%013F-HRTimeline
Park Square Financial Group, LLC270$16.1K0.01%-4913F-HRTimeline
Powell Investment Advisors, LLC251$15K0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.247$14.8K<0.01%013F-HRTimelineGroup
FSA Wealth Management LLC224$13.4K0.01%+18013F-HRTimeline
SIGNATUREFD, LLC222$13.3K<0.01%+8513F-HRTimeline
Cedar Mountain Advisors, LLC211$12.6K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC210$12K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC200$12K<0.01%013F-HRTimelineGroup
Safe Harbor Fiduciary, LLC200$12K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…194$11.6K<0.01%new13F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC188$11.2K<0.01%013F-HRTimeline
Avion Wealth169$10K<0.01%new13F-HR/ATimeline
GROUP ONE TRADING LLC163$9.74K<0.01%013F-HRTimeline
Pacifica Partners Inc.158$9.43K<0.01%013F-HRTimeline
NFSG Corp151$9.02K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.136$8.13K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…133$7.95K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC125$7.47K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp123$7.36K<0.01%new13F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.117$6.99K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC102$6.08K<0.01%013F-HRTimeline
Westside Investment Management, Inc.100$5.98K<0.01%013F-HRTimeline
New Millennium Group LLC100$5.98K<0.01%new13F-HRTimeline
Crews Bank & Trust100$5.98K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…96$5.74K<0.01%013F-HRTimelineGroup
Roble, Belko & Company, Inc87$5K<0.01%new13F-HRTimeline
Trust Co79$4.72K<0.01%-113F-HRTimeline
Kilter Group LLC76$4.54K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC74$4.42K<0.01%new13F-HRTimelineGroup
Fourth Dimension Wealth, LLC64$3.83K<0.01%013F-HRTimeline
CoreCap Advisors, LLC60$3.59K<0.01%013F-HRTimeline