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Disclosery

ROBO EXCHANGE TRADED CONCEPTS TRU

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ROBO GLB ETF (fund)

248 managers (249 13F filers) reported a position in ROBO shares at 2025-12-31, 5,462,344 shares in all. 33 filers opened a position and 20 filers sold out during the quarter.

Managers
248
13F filers
249
New
33
Added
82
Reduced
55
Sold out
20
Shares held by filers
5,462,344

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 AGgroup of 2 filers holding666,432$46.2M-4,311Timeline
MORGAN STANLEYin group MORGAN STANLEY561,572$38.9M<0.01%+48,07013F-HR/ATimelineGroup
LPL Financial LLC337,119$23.4M0.01%+8,65913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC217,761$15.1M<0.01%+11,88213F-HRTimelineGroup
Gray Foundation205,000$14.2M3.57%013F-HRTimeline
Biltmore Family Office, LLC201,667$14M1.93%+16013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA196,876$13.6M<0.01%+4,10413F-HRTimelineGroup
M & L Capital Management Ltd185,810$12.9M2.69%+7,25013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP184,095$12.8M0.02%-1,29013F-HR/ATimelineGroup
ARMSTRONG ADVISORY GROUP, INC161,977$11.2M0.76%+5,89913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC144,722$10M<0.01%+20,63013F-HRTimelineGroup
Carmel Capital Management L.L.C.98,940$6.86M2.08%+80013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC90,574$6.28M0.01%-1,77113F-HRTimeline
NTV Asset Management LLC88,510$6.13M0.65%+85013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…85,187$5.9M<0.01%-1,15513F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/75,161$5.2M0.01%-9,62013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC66,589$4.62M0.07%+3,77213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV65,450$4.54M0.01%-1,70613F-HRTimeline
Crestwood Advisors Group, LLC58,674$4.07M0.07%-26813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.58,003$4.02M0.05%+9913F-HRTimelineGroup
Cetera Investment Advisers56,120$3.89M<0.01%-43013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.55,727$3.86M0.01%+6,31913F-HRTimelineGroup
SG Americas Securities, LLC50,103$3.47M<0.01%+10313F-HRTimeline
Cambridge Investment Research Advisors,…48,973$3.39M0.01%-7,90313F-HRTimeline
BIP Wealth, LLC45,331$3.14M0.11%new13F-HRTimeline
PINNACLE ASSOCIATES LTD44,137$3.06M0.04%-66813F-HRTimeline
Humankind Investments LLC41,500$2.88M1.29%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC39,200$2.72M<0.01%-1,58313F-HRTimelineGroup
Pacific Sun Financial Corp37,809$2.62M1.26%-20613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP37,367$2.59M<0.01%-2,50613F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth37,153$2.5M<0.01%-2,69813F-HRTimelineGroup
Hyposwiss Advisors SA35,356$2.45M2.4%13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…33,000$2.29M0.01%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC31,166$2.16M0.02%-14,82813F-HRTimeline
RAINIER FAMILY WEALTH INC30,213$2.09M1.58%+4,95513F-HRTimeline
Summit Financial, LLC29,800$2.07M0.03%-1,25313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,562$1.98M<0.01%+16,00313F-HRTimelineGroup
Eagle Strategies LLC26,869$1.86M0.24%+2,25313F-HRTimeline
Curbstone Financial Management Corp24,480$1.7M0.32%+94013F-HRTimeline
BANK OZK23,959$1.66M0.59%013F-HRTimeline
RPG Investment Advisory, LLC23,179$1.61M0.18%-12013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.22,600$1.57M0.07%13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC22,696$1.57M0.01%new13F-HRTimelineGroup
Hancock Prospecting Pty Ltd21,793$1.51M0.05%013F-HRTimeline
Geneos Wealth Management Inc.21,225$1.47M0.04%013F-HRTimeline
Main Street Financial Solutions, LLC21,101$1.46M0.11%-29113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,978$1.45M<0.01%+3,95413F-HR/ATimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC20,914$1.45M<0.01%+14,13213F-HRTimelineGroup
HighTower Advisors, LLC20,876$1.45M<0.01%+5,99313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,820$1.44M<0.01%+2,71613F-HRTimelineGroup
Fortis Group Advisors, LLC18,647$1.35M0.23%-7213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS18,231$1.26M<0.01%-1,77713F-HRTimeline
Solutions 4 Wealth, Ltd18,070$1.25M1.89%+4713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …17,345$1.2M0.02%+6,92313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,693$1.02M<0.01%+2,92613F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.14,274$989K0.06%new13F-HRTimelineGroup
Clay Northam Wealth Management, LLC13,408$929K0.52%-1,12013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,185$914K<0.01%+18313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,178$913K0.01%-16013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC12,940$897K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC12,217$847K<0.01%+1,12313F-HRTimeline
WCG Wealth Advisors LLC12,037$834K0.02%new13F-HRTimeline
Creative Planningin group Creative Planning11,840$821K<0.01%-2,71513F-HRTimelineGroup
Advisory Services Network, LLC11,831$820K0.01%+11,21513F-HRTimeline
FMR LLCin group FMR LLC11,146$772K<0.01%+1,45713F-HRTimelineGroup
James J. Burns & Company, LLC10,913$756K0.1%+1,05613F-HRTimeline
SCOTIA CAPITAL INC.10,647$738K<0.01%+27113F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC10,544$731K0.17%+41913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…10,380$719K0.05%013F-HRTimeline
World Investment Advisors10,217$708K0.01%+4,41013F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,084$699K<0.01%+28213F-HRTimelineGroup
Objectivity Squared, LLC9,715$673K0.38%+4113F-HRTimeline
IHT Wealth Management, LLC9,177$636K0.02%-12813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,167$635K0.02%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC8,708$604K<0.01%-66713F-HRTimelineGroup
CIBC WORLD MARKET INC.8,651$600K<0.01%-16613F-HRTimeline
Prosperity Consulting Group, LLC8,556$593K0.03%+13313F-HRTimeline
NewEdge Advisors, LLC8,041$557K<0.01%+22713F-HRTimeline
Greenwich Wealth Management LLC7,939$550K0.02%013F-HRTimeline
Joel Isaacson & Co., LLC7,929$550K0.02%-1,47213F-HRTimeline
Caprock Group, LLC7,908$548K0.01%-48513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,741$537K<0.01%-23213F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.7,516$521K<0.01%+1,24113F-HRTimelineGroup
Aspiring Ventures, LLC7,500$520K0.18%013F-HRTimeline
Milestones Private Investment Advisors …7,312$507K0.35%+713F-HRTimeline
Creekside Partners7,114$493K0.21%+413F-HRTimeline
EP Wealth Advisors, LLC7,047$488K<0.01%13F-HRTimeline
Financial Freedom, LLC6,997$485K0.24%013F-HRTimeline
CERTUITY, LLC6,950$482K0.03%-2,35213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,846$474K0.01%+1,24613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,758$468K<0.01%-50013F-HRTimelineGroup
Wedmont Private Capital6,400$465K0.02%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,263$458K<0.01%+22813F-HRTimeline
Financial Management, Inc.6,595$457K0.43%13F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.6,208$454K0.35%+15013F-HRTimeline
SOL Capital Management CO6,555$454K0.04%-1,60513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,077$424K<0.01%+45613F-HRTimelineGroup
Summit Asset Management, LLC6,084$422K0.06%+24613F-HRTimeline
HighPoint Advisor Group LLC5,853$406K0.01%new13F-HRTimeline
Janney Montgomery Scott LLC5,805$402K<0.01%+72613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.5,665$393K0.01%013F-HRTimelineGroup
Mutual Advisors, LLC5,660$392K0.01%-9613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,446$377K<0.01%-16313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,426$376K<0.01%+2,80013F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,354$371K<0.01%+113F-HRTimelineGroup
CHICAGO TRUST Co NA5,300$367K0.06%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,265$365K<0.01%+30413F-HRTimelineGroup
Fort Sheridan Advisors LLC5,218$362K0.05%-413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS5,211$361K0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC5,200$360K<0.01%+69913F-HRTimeline
OBSIDIAN CIO, LLC5,083$352K0.52%-25,53313F-HRTimeline
PFG Investments, LLC4,961$344K0.02%+27313F-HRTimeline
Private Advisor Group, LLC4,810$333K<0.01%-13,74913F-HRTimeline
Dakota Wealth Management4,713$327K0.01%013F-HR/ATimeline
CAHILL FINANCIAL ADVISORS INC4,692$325K0.04%+213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,596$319K<0.01%013F-HRTimeline
VVR Holdings LLC4,589$318K0.17%13F-HRTimeline
Steward Partners Investment Advisory, L…4,493$311K<0.01%+72913F-HRTimeline
North Star Investment Management Corp.4,350$301K0.02%013F-HRTimeline
Ethos Financial Group, LLC4,280$297K0.02%+4313F-HRTimeline
Kingsview Wealth Management, LLC4,229$293K<0.01%+1,12913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,200$291K<0.01%-78213F-HRTimelineGroup
MATAURO, LLC4,110$285K0.04%013F-HRTimeline
GTS SECURITIES LLC4,032$279K0.01%-4,22113F-HRTimeline
Snowden Capital Advisors LLC3,970$275K0.01%new13F-HRTimeline
COMERICA BANK3,939$273K<0.01%-87413F-HRTimeline
M3 Advisory Group, LLC3,918$272K0.17%+19313F-HRTimeline
Financial Engines Advisors L.L.C.3,917$271K<0.01%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,871$268K0.07%-13,88513F-HRTimeline
Clearwater Capital Advisors, LLC3,818$265K0.02%013F-HRTimeline
Strive Financial Group ,LLC3,805$264K0.14%13F-HR/ATimeline
TD Waterhouse Canada Inc.3,687$255K<0.01%+1,06713F-HRTimeline
Vigilare Wealth Management3,668$254K0.09%+113F-HRTimeline
Comprehensive Financial Consultants Ins…3,661$254K0.08%-21213F-HRTimeline
BLAIR WILLIAM & CO/IL3,602$250K<0.01%+28013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC3,500$243K<0.01%013F-HRTimelineGroup
Western Wealth Management, LLC3,449$239K0.01%+613F-HRTimeline
Wilson & Boucher Capital Management, LLC3,375$234K0.15%-20013F-HRTimeline
Strategic Family Wealth Counselors, L.L…3,057$221K0.05%new13F-HRTimeline
WEALTH EFFECTS LLC3,080$213K0.07%+313F-HRTimeline
Smart Portfolios, LLC3,075$213K0.21%013F-HRTimeline
Blue Trust, Inc.3,024$210K<0.01%+3613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,023$210K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,019$209K<0.01%-23113F-HRTimelineGroup
ALTFEST L J & CO INC2,980$207K0.02%new13F-HRTimeline
American Institute for Advanced Investm…2,923$204K0.13%-14013F-HRTimeline
Qube Research & Technologies Ltd2,863$198K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,851$198K<0.01%-7,84413F-HRTimelineGroup
Manchester Capital Management LLC2,640$183K0.02%+4013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,388$165K<0.01%-55613F-HRTimeline
Federation des caisses Desjardins du Qu…2,215$153K<0.01%+30013F-HRTimeline
Winch Advisory Services, LLC1,926$134K0.03%-1,51213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,602$111K<0.01%+5513F-HRTimelineGroup
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…1,550$107K0.15%new13F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA1,534$107K<0.01%-3413F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,475$102K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,464$101K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc1,415$98.1K<0.01%+97913F-HRTimeline
MAI Capital Management1,340$92.9K<0.01%+5013F-HRTimeline
Physician Wealth Advisors, Inc.1,250$86.6K0.01%013F-HRTimeline
Solstein Capital, LLC1,175$81.4K0.03%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,114$77.2K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC1,041$72.2K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,010$70K0.01%013F-HRTimeline
CENTRAL TRUST Co1,000$69.3K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB906$62.8K<0.01%013F-HRTimeline
Noble Wealth Management PBC880$61K0.03%013F-HRTimeline
PITTENGER & ANDERSON INC875$60.6K<0.01%013F-HRTimeline
Avalon Trust Co850$58.9K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC801$55.5K<0.01%+20113F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC800$55.4K<0.01%013F-HRTimeline
Powell Investment Advisors, LLC754$52.3K0.02%+9513F-HRTimeline
AdvisorNet Financial, Inc752$52.2K<0.01%-2813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…706$48.9K<0.01%013F-HRTimelineGroup
Allworth Financial LP704$48.8K<0.01%+5513F-HRTimeline
Clearstead Advisors, LLC625$43.3K<0.01%+313F-HRTimeline
Strategic Wealth Partners, Ltd.624$43.2K<0.01%+2413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…611$42.3K<0.01%new13F-HRTimeline
Quintet Private Bank (Europe) S.A.600$41.6K<0.01%013F-HRTimeline
PFS Partners, LLC600$41.6K0.02%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC564$39K0.01%+813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.556$38.5K<0.01%13F-HRTimeline
LOM Asset Management Ltd550$38.1K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC517$35.8K0.01%013F-HRTimeline
SBI Securities Co., Ltd.508$35.2K<0.01%-9013F-HRTimeline
AMERIFLEX GROUP, INC.455$31.5K0.02%new13F-HRTimeline
Crews Bank & Trust454$31.5K<0.01%013F-HRTimeline
Archer Investment Corp435$30.1K0.01%new13F-HRTimeline
SIGNATUREFD, LLC397$27.5K<0.01%+12013F-HRTimeline
Arax Advisory Partners381$26.4K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP360$25K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC340$23.6K<0.01%013F-HRTimeline
SHP Wealth Management337$23.4K<0.01%13F-HRTimeline
Costello Asset Management, INC326$22.6K0.01%+113F-HRTimeline
TOWER TRUST & INVESTMENT Co325$22.5K0.01%013F-HRTimeline
Triumph Capital Management314$21.8K<0.01%new13F-HRTimeline
Innovative Advisory Group, LLC313$21.7K0.01%-1,29913F-HRTimeline
Bank of New Hampshire305$21.1K<0.01%013F-HRTimeline
Rossby Financial, LCC302$20.9K0.01%013F-HRTimeline
Larson Financial Group LLC300$20.8K<0.01%013F-HRTimeline