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Disclosery

ROBO EXCHANGE TRADED CONCEPTS TRU

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ROBO GLB ETF (fund)

225 managers (225 13F filers) reported a position in ROBO shares at 2025-09-30, 5,255,265 shares in all. 30 filers opened a position and 17 filers sold out during the quarter.

Managers
225
13F filers
225
New
30
Added
53
Reduced
56
Sold out
17
Shares held by filers
5,255,265

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 AG670,743$44M0.01%-57,24113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY513,502$33.7M<0.01%+26,11913F-HR/ATimelineGroup
LPL Financial LLC328,460$21.5M0.01%+27,80513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC205,879$13.5M<0.01%+2,42413F-HRTimelineGroup
Gray Foundation205,000$13.4M3.83%013F-HRTimeline
Biltmore Family Office, LLC201,507$13.2M1.88%+18013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA192,772$12.6M<0.01%+37,20913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP185,385$12.2M0.02%-4,53013F-HRTimelineGroup
M & L Capital Management Ltd178,560$11.7M2.33%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC156,078$10.2M0.72%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC124,092$8.14M<0.01%-5,10913F-HRTimelineGroup
Carmel Capital Management L.L.C.98,140$6.43M1.96%+25013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC92,345$6.05M0.01%-7,47813F-HRTimeline
NTV Asset Management LLC87,660$5.75M0.63%-1,50013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…86,342$5.66M<0.01%-2,02513F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/84,781$5.56M0.01%+7,24013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV67,156$4.4M0.01%-14,70113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC62,817$4.12M0.07%+38213F-HRTimelineGroup
Crestwood Advisors Group, LLC58,942$3.86M0.07%-9513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.57,904$3.8M0.04%-1,09813F-HRTimelineGroup
Cambridge Investment Research Advisors,…56,876$3.73M0.01%+6,88613F-HRTimeline
Cetera Investment Advisers56,550$3.71M<0.01%+3,13813F-HRTimeline
SG Americas Securities, LLC50,000$3.28M0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.49,408$3.18M<0.01%+2,48613F-HRTimelineGroup
OneDigital Investment Advisors LLC45,994$3.02M0.03%013F-HRTimeline
PINNACLE ASSOCIATES LTD44,805$2.94M0.04%-39813F-HRTimeline
Strategic Blueprint, LLC43,311$2.84M0.12%new13F-HRTimeline
Humankind Investments LLC41,500$2.72M0.62%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC40,783$2.67M<0.01%+66313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP39,873$2.61M<0.01%+10,18213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth39,851$2.61M<0.01%+3,16413F-HRTimelineGroup
Pacific Sun Financial Corp38,015$2.49M1.2%-8013F-HRTimeline
Summit Financial, LLC31,053$2.04M0.03%+47613F-HRTimeline
OBSIDIAN CIO, LLC30,616$2.01M0.26%-231,96213F-HRTimeline
Brookwood Investment Group LLC29,624$1.94M0.25%+10,77413F-HRTimeline
RAINIER FAMILY WEALTH INC25,258$1.66M1.48%+2,02913F-HRTimeline
Eagle Strategies LLC24,616$1.61M0.22%new13F-HRTimeline
BANK OZK23,959$1.57M0.56%-2013F-HRTimeline
Curbstone Financial Management Corp23,540$1.54M0.3%+2,76013F-HRTimeline
RPG Investment Advisory, LLC23,299$1.53M0.18%-46513F-HRTimeline
Hancock Prospecting Pty Ltd21,793$1.43M0.05%013F-HRTimeline
Main Street Financial Solutions, LLC21,392$1.4M0.09%-68113F-HRTimeline
Geneos Wealth Management Inc.21,225$1.39M0.04%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,008$1.31M<0.01%-2,77013F-HRTimeline
Fortis Group Advisors, LLC18,719$1.3M0.22%+18,21713F-HRTimeline
Private Advisor Group, LLC18,559$1.22M0.01%-42113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,104$1.19M<0.01%-79,35413F-HRTimelineGroup
Solutions 4 Wealth, Ltd18,023$1.18M1.83%-113F-HRTimeline
BURKE & HERBERT BANK & TRUST CO17,756$1.16M0.25%-7513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,024$1.12M<0.01%+2,45013F-HRTimelineGroup
HighTower Advisors, LLC14,883$976K<0.01%-56013F-HRTimeline
Creative Planningin group Creative Planning14,555$954K<0.01%+31513F-HRTimelineGroup
Clay Northam Wealth Management, LLC14,528$952K0.54%+14013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,338$874K0.01%+11513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,002$852K<0.01%-3613F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC12,940$848K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,559$823K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,767$771K<0.01%-1,68113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC11,094$727K<0.01%-3313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,695$701K<0.01%+5,56213F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,422$683K0.01%-13413F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…10,380$681K0.05%-9013F-HRTimeline
SCOTIA CAPITAL INC.10,376$680K<0.01%+46713F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC10,125$664K0.15%new13F-HRTimeline
James J. Burns & Company, LLC9,857$646K0.1%+37913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,802$643K<0.01%+3,79613F-HR/ATimelineGroup
FMR LLCin group FMR LLC9,689$635K<0.01%+2,42213F-HRTimelineGroup
Objectivity Squared, LLC9,674$634K0.38%013F-HRTimeline
Joel Isaacson & Co., LLC9,401$616K0.02%013F-HRTimeline
Mariner, LLCin group Mariner, LLC9,375$615K<0.01%+5,46613F-HRTimelineGroup
IHT Wealth Management, LLC9,305$610K0.02%-9213F-HRTimeline
CERTUITY, LLC9,302$610K0.04%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,167$601K0.02%-11013F-HRTimelineGroup
CIBC WORLD MARKET INC.8,817$578K<0.01%+18913F-HRTimeline
Prosperity Consulting Group, LLC8,423$552K0.03%-9013F-HRTimeline
GTS SECURITIES LLC8,253$541K0.02%+3,37013F-HRTimeline
Caprock Group, LLC8,393$535K0.01%13F-HRTimeline
SOL Capital Management CO8,160$535K0.05%-1,45013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,973$523K<0.01%-7913F-HR/ATimelineGroup
Greenwich Wealth Management LLC7,939$520K0.03%013F-HRTimeline
NewEdge Advisors, LLC7,814$512K<0.01%+6,32313F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC7,540$494K<0.01%-20,90013F-HRTimelineGroup
Aspiring Ventures, LLC7,500$492K0.17%013F-HRTimeline
Milestones Private Investment Advisors …7,305$479K0.33%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,258$476K<0.01%-10013F-HRTimelineGroup
Creekside Partners7,110$466K0.21%013F-HRTimeline
Financial Freedom, LLC6,997$459K0.23%+113F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC6,782$445K<0.01%-10,92913F-HRTimelineGroup
Wedmont Private Capital6,400$434K0.02%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,275$411K<0.01%-21013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,035$409K<0.01%new13F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.6,058$404K0.41%+62113F-HRTimeline
Mutual Advisors, LLC5,756$397K0.01%-7,59413F-HRTimeline
Summit Asset Management, LLC5,838$383K0.06%+1,93813F-HRTimeline
World Investment Advisors5,807$381K0.01%new13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.5,665$371K0.01%013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,621$369K<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,609$368K<0.01%-72013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP5,600$367K<0.01%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,353$351K<0.01%+25113F-HRTimelineGroup
CHICAGO TRUST Co NA5,300$347K0.05%013F-HRTimeline
Fort Sheridan Advisors LLC5,222$342K0.04%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS5,211$342K0.01%013F-HRTimelineGroup
Beacon Pointe Advisors, LLC5,102$334K<0.01%-34,93413F-HRTimeline
Janney Montgomery Scott LLC5,079$333K<0.01%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,982$327K<0.01%-1,38813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC4,961$325K<0.01%013F-HRTimelineGroup
COMERICA BANK4,813$316K<0.01%-213F-HRTimeline
Dakota Wealth Management4,713$309K0.01%new13F-HR/ATimeline
CAHILL FINANCIAL ADVISORS INC4,690$308K0.04%-38813F-HRTimeline
PFG Investments, LLC4,688$307K0.02%+77013F-HRTimeline
Key Client Fiduciary Advisors, LLC4,620$303K0.1%-75013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,596$301K<0.01%013F-HRTimeline
Ellis Investment Partners, LLC4,540$298K0.05%013F-HRTimeline
Farther Finance Advisors, LLC4,501$295K<0.01%+62313F-HRTimeline
North Star Investment Management Corp.4,350$285K0.02%013F-HRTimeline
Cresset Asset Management, LLC4,333$284K<0.01%013F-HR/ATimeline
Ethos Financial Group, LLC4,237$278K0.02%013F-HRTimeline
MATAURO, LLC4,110$269K0.04%013F-HRTimeline
Comprehensive Financial Consultants Ins…3,873$254K0.08%-63313F-HRTimeline
Clearwater Capital Advisors, LLC3,818$250K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…3,764$247K<0.01%+1,13613F-HRTimeline
M3 Advisory Group, LLC3,725$244K0.15%+17313F-HRTimeline
Vigilare Wealth Management3,667$240K0.08%013F-HRTimeline
Wilson & Boucher Capital Management, LLC3,575$234K0.15%-20013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC3,500$229K<0.01%013F-HR/ATimelineGroup
Whalen Wealth Management Inc.3,491$229K0.13%new13F-HRTimeline
Western Wealth Management, LLC3,443$226K0.01%+8013F-HRTimeline
Winch Advisory Services, LLC3,438$225K0.05%013F-HRTimeline
BLAIR WILLIAM & CO/IL3,322$218K<0.01%-25213F-HRTimeline
Fiduciary Alliance LLC3,271$214K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC3,250$213K<0.01%-35913F-HRTimelineGroup
Kingsview Wealth Management, LLC3,100$203K<0.01%new13F-HRTimeline
WEALTH EFFECTS LLC3,077$202K0.06%new13F-HRTimeline
Smart Portfolios, LLC3,075$202K0.19%-60513F-HRTimeline
American Institute for Advanced Investm…3,063$201K0.13%new13F-HRTimeline
Blue Trust, Inc.2,988$196K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,944$193K<0.01%-113F-HRTimeline
TD Waterhouse Canada Inc.2,620$174K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,626$172K<0.01%+12613F-HRTimelineGroup
Manchester Capital Management LLC2,600$170K0.02%013F-HRTimeline
GPS Wealth Strategies Group, LLC2,263$148K0.02%+2,16113F-HRTimeline
Federation des caisses Desjardins du Qu…1,915$125K<0.01%013F-HRTimeline
Innovative Advisory Group, LLC1,612$106K0.07%-22013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA1,568$102K<0.01%-813F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,547$101K<0.01%+1,30013F-HRTimelineGroup
SSA SWISS ADVISORS AG1,500$98.3K0.05%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,464$96K<0.01%-5013F-HRTimelineGroup
Creekmur Asset Management LLC1,445$94.7K0.02%-1113F-HRTimeline
MAI Capital Management1,290$84.6K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.1,250$82K0.01%013F-HRTimeline
Solstein Capital, LLC1,175$77K0.04%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,010$66.2K0.01%013F-HRTimeline
CENTRAL TRUST Co1,000$65.6K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB906$59.4K<0.01%-2,50013F-HR/ATimeline
Wealthspire Advisors, LLC905$59.3K<0.01%new13F-HRTimeline
Noble Wealth Management PBC880$57.7K0.03%13F-HRTimeline
PITTENGER & ANDERSON INC875$57.4K<0.01%013F-HRTimeline
Avalon Trust Co850$55.7K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC800$52.4K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc780$51.1K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…706$46.3K<0.01%+61013F-HRTimelineGroup
Powell Investment Advisors, LLC659$43.2K0.02%+40813F-HRTimeline
Allworth Financial LP649$42.5K<0.01%013F-HRTimeline
Clearstead Advisors, LLC622$40.8K<0.01%013F-HRTimeline
Advisory Services Network, LLC616$40.4K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC600$39.3K<0.01%new13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.600$39.3K<0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.600$39.3K<0.01%013F-HRTimeline
PFS Partners, LLC600$39.3K0.02%013F-HRTimeline
SBI Securities Co., Ltd.598$39.2K<0.01%-17813F-HRTimeline
Cloud Capital Management, LLC585$38K0.02%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC556$36K0.01%+34613F-HRTimeline
LOM Asset Management Ltd550$36K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC517$33.9K0.02%013F-HRTimeline
Crews Bank & Trust454$29.8K<0.01%+35413F-HRTimeline
IFP Advisors, Inc436$28.6K<0.01%+10013F-HR/ATimeline
WOLFF WIESE MAGANA LLC384$25.2K0.01%+25913F-HRTimeline
TOTH FINANCIAL ADVISORY CORP360$23.6K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC340$22.3K<0.01%013F-HRTimeline
Costello Asset Management, INC325$21.3K0.01%013F-HRTimeline
TOWER TRUST & INVESTMENT Co325$21.3K0.01%013F-HRTimeline
Rossby Financial, LCC302$20K0.01%new13F-HRTimeline
Bank of New Hampshire305$20K<0.01%013F-HRTimeline
Larson Financial Group LLC300$19.7K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp299$19.6K<0.01%+17613F-HRTimelineGroup
SIGNATUREFD, LLC277$18.2K<0.01%+5513F-HRTimeline
Cedar Mountain Advisors, LLC211$13.8K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.206$13.5K<0.01%+7013F-HRTimeline
Global Retirement Partners, LLC200$13.1K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC200$13K<0.01%013F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC188$12.3K<0.01%013F-HRTimeline
Avion Wealth169$11K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC163$10.7K<0.01%013F-HRTimeline
Pacifica Partners Inc.158$10.5K<0.01%013F-HRTimeline
FSA Wealth Management LLC154$10.1K<0.01%-7013F-HRTimeline
NFSG Corp151$9.89K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…133$8.72K<0.01%013F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.117$7.67K<0.01%013F-HRTimeline
Wiser Advisor Group LLC106$6.96K0.01%new13F-HRTimeline