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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
UBS Group AGgroup of 2 filers holding851,041$58.2M+184,609Timeline
MORGAN STANLEYin group MORGAN STANLEY756,742$51.8M<0.01%+195,17013F-HRTimelineGroup
Annex Advisory Services, LLC741,102$50.7M0.95%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…485,554$33.2M0.02%+400,36713F-HRTimelineGroup
LPL Financial LLC335,262$22.9M0.01%-1,85713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC251,111$17.2M0.01%+33,35013F-HRTimelineGroup
Gray Foundation205,000$14M3.54%013F-HRTimeline
Biltmore Family Office, LLC202,951$13.9M1.94%+1,28413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA202,136$13.8M<0.01%+5,26013F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC182,845$12.5M2.21%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP180,684$12.4M0.02%-3,41113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC114,135$7.82M<0.01%-30,58713F-HR/ATimelineGroup
Carmel Capital Management L.L.C.98,940$6.77M1.94%013F-HRTimeline
NTV Asset Management LLC87,045$5.96M0.65%-1,46513F-HRTimeline
Crestwood Advisors Group, LLC79,881$5.47M0.09%+21,20713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC79,675$5.45M0.01%-10,89913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/75,502$5.17M0.01%+34113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC72,416$4.96M0.07%+5,82713F-HRTimelineGroup
FLOW TRADERS U.S. LLC67,292$4.61M0.15%new13F-HRTimeline
Black Swift Group, LLC64,540$4.42M0.77%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…64,119$4.39M0.01%+35,55713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.63,347$4.34M0.01%+7,62013F-HRTimelineGroup
Cetera Investment Advisers59,952$4.1M<0.01%+3,83213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.58,113$3.98M0.05%+11013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP57,497$3.93M<0.01%+20,13013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV54,590$3.74M0.01%-10,86013F-HRTimeline
Quadcap Wealth Management, LLC53,506$3.66M0.42%new13F-HRTimeline
Cambridge Investment Research Advisors,…53,274$3.65M0.01%+4,30113F-HRTimeline
SG Americas Securities, LLC50,002$3.42M<0.01%-10113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC48,518$3.32M<0.01%new13F-HRTimelineGroup
BIP Wealth, LLC48,172$3.3M0.13%+2,84113F-HRTimeline
PINNACLE ASSOCIATES LTD45,748$3.13M0.04%+1,61113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC42,362$2.9M<0.01%+3,16213F-HRTimelineGroup
Eagle Strategies LLC39,949$2.73M0.33%+13,08013F-HRTimeline
Pacific Sun Financial Corp37,699$2.58M1.25%-11013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…36,972$2.53M<0.01%+15,99413F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth36,106$2.47M<0.01%-1,04713F-HRTimelineGroup
Hyposwiss Advisors SA34,666$2.37M2.35%-69013F-HRTimeline
RAINIER FAMILY WEALTH INC33,137$2.27M1.52%+2,92413F-HRTimeline
Beacon Pointe Advisors, LLC32,796$2.24M0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC30,191$2.07M<0.01%+9,37113F-HRTimelineGroup
OneDigital Investment Advisors LLC30,094$2.06M0.02%-1,07213F-HRTimeline
Summit Financial, LLC29,191$2M0.03%-60913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC28,831$1.97M0.01%+14,13813F-HRTimelineGroup
MONECO ADVISORS, LLC27,798$1.9M0.15%new13F-HRTimeline
TRUE Private Wealth Advisors26,478$1.81M0.17%new13F-HRTimeline
Qube Research & Technologies Ltd25,680$1.76M<0.01%+22,81713F-HRTimeline
Curbstone Financial Management Corp25,166$1.72M0.33%+68613F-HRTimeline
Invera Wealth Advisors, LLC24,372$1.67M1.07%new13F-HRTimeline
BANK OZK23,757$1.63M0.57%-20213F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.22,583$1.55M0.06%-1713F-HRTimelineGroup
Fortis Group Advisors, LLC18,711$1.52M0.25%+6413F-HRTimeline
HighTower Advisors, LLC22,017$1.51M<0.01%+1,14113F-HRTimeline
Hancock Prospecting Pty Ltd21,793$1.49M0.04%013F-HRTimeline
Geneos Wealth Management Inc.21,225$1.45M0.03%013F-HRTimeline
Advisory Services Network, LLC21,113$1.44M0.02%+9,28213F-HRTimeline
Solutions 4 Wealth, Ltd21,028$1.44M2.16%+2,95813F-HRTimeline
Main Street Financial Solutions, LLC20,833$1.43M0.1%-26813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC20,205$1.38M0.01%-2,49113F-HRTimelineGroup
RPG Investment Advisory, LLC19,179$1.31M0.16%-4,00013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …17,963$1.23M0.01%+61813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS17,652$1.21M<0.01%-57913F-HRTimeline
Independent Advisor Alliance17,318$1.19M0.01%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC17,093$1.17M<0.01%-3,82113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,640$1.14M<0.01%new13F-HRTimelineGroup
Arax Advisory Partners14,551$996K0.03%+14,17013F-HRTimeline
Creative Planningin group Creative Planning14,379$984K<0.01%+2,53913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,542$939K0.01%+36413F-HRTimelineGroup
HRT FINANCIAL LP13,354$913K<0.01%new13F-HRTimeline
Clay Northam Wealth Management, LLC13,283$909K0.51%-12513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,001$890K<0.01%-18413F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC12,940$885K<0.01%013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC12,675$867K<0.01%+7,41013F-HRTimelineGroup
IHT Wealth Management, LLC12,628$864K0.02%+3,45113F-HRTimeline
BLAIR WILLIAM & CO/IL12,451$852K<0.01%+8,84913F-HRTimeline
TD Waterhouse Canada Inc.12,132$849K<0.01%+8,44513F-HRTimeline
WCG Wealth Advisors LLC12,185$834K0.02%+14813F-HRTimeline
SCOTIA CAPITAL INC.12,152$832K<0.01%+1,50513F-HRTimeline
James J. Burns & Company, LLC12,031$823K0.11%+1,11813F-HRTimeline
FMR LLCin group FMR LLC11,049$756K<0.01%-9713F-HRTimelineGroup
Private Advisor Group, LLC10,522$720K<0.01%+5,71213F-HRTimeline
World Investment Advisors10,480$717K0.01%+26313F-HRTimeline
VVR Holdings LLC10,170$696K0.36%+5,58113F-HRTimeline
Mariner, LLCin group Mariner, LLC10,156$695K<0.01%+1,44813F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…10,074$689K0.05%-30613F-HRTimeline
Objectivity Squared, LLC9,715$665K0.42%013F-HRTimeline
MML INVESTORS SERVICES, LLC9,642$660K<0.01%-2,57513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,213$630K<0.01%+1,47213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management9,170$627K0.02%+313F-HRTimelineGroup
Prosperity Consulting Group, LLC8,806$603K0.03%+25013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,674$594K0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC7,945$544K0.01%new13F-HRTimeline
Greenwich Wealth Management LLC7,939$543K0.02%013F-HRTimeline
Joel Isaacson & Co., LLC7,929$543K0.02%013F-HRTimeline
CIBC WORLD MARKET INC.7,914$542K<0.01%-73713F-HRTimeline
Caprock Group, LLC7,908$541K0.01%013F-HRTimeline
NewEdge Advisors, LLC7,828$536K<0.01%-21313F-HR/ATimeline
PEAPACK GLADSTONE FINANCIAL CORP7,759$531K0.01%+91313F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.6,478$517K0.36%+27013F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC7,559$517K0.05%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.7,516$514K<0.01%013F-HRTimelineGroup
Aspiring Ventures, LLC7,500$513K0.17%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,400$506K<0.01%+1,97413F-HRTimelineGroup
Financial Freedom, LLC7,151$489K0.24%+15413F-HRTimeline
Creekside Partners7,114$487K0.2%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,911$479K<0.01%+64813F-HRTimeline
CERTUITY, LLC6,978$478K0.03%+2813F-HRTimeline
Wedmont Private Capital6,400$470K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC6,842$468K0.03%-155,13513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,039$463K<0.01%-3,04513F-HR/ATimelineGroup
Financial Management, Inc.6,595$451K0.42%013F-HRTimeline
Summit Asset Management, LLC6,464$442K0.06%+38013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,358$435K<0.01%-40013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,307$432K<0.01%+86113F-HRTimelineGroup
Janney Montgomery Scott LLC6,100$417K<0.01%+29513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,037$413K<0.01%-4013F-HRTimelineGroup
HighPoint Advisor Group LLC5,878$402K0.02%+2513F-HRTimeline
EP Wealth Advisors, LLC5,832$399K<0.01%-1,21513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.5,665$388K0.01%013F-HRTimelineGroup
Mutual Advisors, LLC5,512$377K0.01%-14813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,354$366K0.01%013F-HRTimelineGroup
CHICAGO TRUST Co NA5,300$363K0.06%013F-HRTimeline
Farther Finance Advisors, LLC5,133$360K<0.01%-6713F-HRTimeline
Fort Sheridan Advisors LLC5,218$357K0.04%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS5,211$357K0.01%013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,123$351K<0.01%+2,10013F-HRTimelineGroup
Steward Partners Investment Advisory, L…5,118$350K<0.01%+62513F-HRTimeline
PFG Investments, LLC4,757$326K0.02%-20413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,687$321K<0.01%+4,58613F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC4,658$319K0.03%-3413F-HRTimeline
Brookwood Investment Group LLC4,655$319K0.04%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,632$317K<0.01%+43213F-HRTimelineGroup
Snowden Capital Advisors LLC4,620$316K0.01%+65013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,596$315K<0.01%013F-HRTimeline
North Star Investment Management Corp.4,350$298K0.02%013F-HRTimeline
Ethos Financial Group, LLC4,280$297K0.02%013F-HRTimeline
Strive Financial Group ,LLC4,189$287K0.15%+38413F-HRTimeline
MATAURO, LLC4,128$282K0.04%+1813F-HRTimeline
M3 Advisory Group, LLC4,052$277K0.17%+13413F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,941$270K0.07%+7013F-HRTimeline
Dakota Wealth Management3,933$269K0.01%-78013F-HR/ATimeline
Capital Square, LLC3,345$268K0.12%new13F-HRTimeline
Forum Finance Group S.A.4,825$267K0.14%13F-HRTimeline
Summit Investment Advisory Services, LLC3,799$260K0.1%new13F-HRTimeline
Clearwater Capital Advisors, LLC3,733$255K0.02%-8513F-HRTimeline
Vigilare Wealth Management3,668$251K0.08%013F-HRTimeline
Comprehensive Financial Consultants Ins…3,661$251K0.07%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,647$250K<0.01%+1,25913F-HRTimeline
Meridian Wealth Management, LLC3,569$244K0.01%new13F-HRTimeline
Commonwealth Financial Services, LLC3,563$244K0.04%new13F-HRTimeline
Financial Engines Advisors L.L.C.3,527$241K<0.01%-39013F-HRTimeline
Western Wealth Management, LLC3,449$236K0.01%013F-HR/ATimeline
Wilson & Boucher Capital Management, LLC3,375$231K0.15%013F-HRTimeline
Kingsview Wealth Management, LLC3,346$229K<0.01%-88313F-HRTimeline
Berger Financial Group, Inc3,305$226K0.01%new13F-HRTimeline
Anson Capital, Inc.3,284$225K0.15%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,269$224K0.02%new13F-HRTimeline
KINTRA WEALTH, LLC3,258$223K0.02%new13F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,028$222K0.06%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,181$218K<0.01%+2,06713F-HRTimelineGroup
Columbus Macro, LLC3,101$212K0.02%new13F-HRTimeline
WEALTH EFFECTS LLC3,080$211K0.07%013F-HRTimeline
American Institute for Advanced Investm…3,072$210K0.14%+14913F-HRTimeline
Cresset Asset Management, LLC3,072$210K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC3,064$210K<0.01%new13F-HRTimeline
Smart Portfolios, LLC3,050$209K0.21%-2513F-HRTimeline
Blue Trust, Inc.3,024$207K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC3,019$207K<0.01%013F-HRTimelineGroup
Manchester Capital Management LLC2,640$181K0.03%013F-HRTimeline
Noble Wealth Management PBC2,280$156K0.08%+1,40013F-HRTimeline
Federation des caisses Desjardins du Qu…2,215$151K<0.01%013F-HRTimeline
Winch Advisory Services, LLC1,889$129K0.03%-3713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,556$109K0.01%+94513F-HRTimeline
Ashton Thomas Private Wealth, LLC1,593$109K<0.01%new13F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA1,534$107K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,550$106K<0.01%+7513F-HRTimelineGroup
MAI Capital Management1,490$102K<0.01%+15013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,464$100K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc1,330$91K<0.01%-8513F-HRTimeline
Physician Wealth Advisors, Inc.1,250$85.5K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,221$83.6K<0.01%new13F-HRTimelineGroup
Solstein Capital, LLC1,175$80.4K0.03%013F-HRTimeline
CENTRAL TRUST Co1,000$68.4K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC999$68.4K<0.01%new13F-HRTimeline
AE Wealth Management LLC980$67.1K<0.01%-6113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC800$64.9K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN946$64.8K<0.01%-1,90513F-HR/ATimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC938$64.2K<0.01%+13713F-HRTimelineGroup
Wilmington Savings Fund Society, FSB906$62K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.889$60.8K<0.01%+38113F-HRTimeline
PITTENGER & ANDERSON INC875$59.9K<0.01%013F-HRTimeline
Powell Investment Advisors, LLC838$57.3K0.02%+8413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC810$55.4K0.01%-20013F-HRTimeline
Allworth Financial LP704$48.2K<0.01%013F-HRTimeline
Clearstead Advisors, LLC625$42.8K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…609$41.7K<0.01%-9713F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.603$41.3K<0.01%new13F-HR/ATimelineGroup
Strategic Wealth Partners, Ltd.600$41.1K<0.01%-2413F-HRTimeline
Quintet Private Bank (Europe) S.A.600$41.1K<0.01%013F-HRTimeline
PFS Partners, LLC600$41.1K0.02%013F-HRTimeline