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Disclosery

ROBT FIRST TR EXCHANGE TRADED FD

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NASDQ ARTFCIAL (fund)

181 managers (182 13F filers) reported a position in ROBT shares at 2026-06-30, 6,281,935 shares in all. 22 filers opened a position and 11 filers sold out during the quarter.

Managers
181
13F filers
182
New
22
Added
51
Reduced
59
Sold out
11
Shares held by filers
6,281,935

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
LPL Financial LLC896,246$50.4M0.01%+22,65713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY635,762$35.8M<0.01%-93,72113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/509,032$28.6M<0.01%+16,15813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN349,492$19.7M<0.01%-84,66913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC285,440$16.1M<0.01%+54,41613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC255,673$14.4M<0.01%+29,65313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA208,600$11.7M<0.01%-16,91713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC201,585$11.3M<0.01%+7,37813F-HRTimelineGroup
Biltmore Family Office, LLC200,992$11.3M1.49%-6,53713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP199,181$11.2M0.01%+6,26813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.191,463$10.8M0.01%+16,36513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.158,860$8.94M0.01%-3,33213F-HRTimelineGroup
Rockport Wealth LLC157,442$8.86M1.49%-10,84413F-HRTimeline
Cambridge Investment Research Advisors,…146,278$8.23M0.02%+11,28013F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP91,075$5.12M<0.01%+1,71413F-HRTimelineGroup
Janney Montgomery Scott LLC88,790$5M0.01%-25,09113F-HRTimeline
Cetera Investment Advisers79,338$4.46M<0.01%+4,82613F-HRTimeline
UBS Group AGin group UBS Group AG77,708$4.37M<0.01%+10,85213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…70,341$3.96M<0.01%-18,20613F-HRTimelineGroup
Granite Bay Wealth Management, LLC63,541$3.58M0.33%+2,01113F-HRTimeline
IronBridge Private Wealth, LLC63,208$3.56M1.17%+25,24513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC60,222$3.39M0.03%-1,55213F-HRTimelineGroup
Atlas Private Wealth Advisors58,496$3.29M0.72%+9,13413F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.55,896$3.14M0.02%013F-HRTimelineGroup
ABLE Financial Group, LLC55,097$3.1M0.52%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding51,946$2.92M-16,432Timeline
&PARTNERS46,908$2.64M0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC46,128$2.6M0.01%+2,67513F-HRTimeline
D.A. DAVIDSON & CO.45,787$2.58M0.01%+36,28313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…38,478$2.16M<0.01%-119,26013F-HRTimelineGroup
Avestar Capital, LLC37,400$2.1M0.12%013F-HRTimeline
Belpointe Asset Management LLC31,541$1.77M0.06%-1,34113F-HRTimeline
Capital Investment Advisory Services, L…31,519$1.77M0.11%-15113F-HRTimeline
Gateway Wealth Partners, LLC28,529$1.61M0.1%-61,41713F-HRTimeline
Hancock Prospecting Pty Ltd27,460$1.54M0.03%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,600$1.5M<0.01%-5,67713F-HRTimeline
Integrated Wealth Concepts LLC25,688$1.45M0.01%-54,96113F-HRTimeline
Sargent Investment Group, LLC25,495$1.43M0.17%-1,44013F-HRTimeline
NewEdge Advisors, LLC24,575$1.38M<0.01%-1,90913F-HRTimeline
Arkadios Wealth Advisors24,208$1.36M0.02%+2,12613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…22,862$1.29M0.01%+3,06413F-HRTimelineGroup
RFG Advisory, LLC19,227$1.08M0.02%+1,95713F-HRTimeline
HARBOUR INVESTMENTS, INC.18,860$1.06M0.01%-3013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.18,243$1.03M0.01%+913F-HRTimelineGroup
CPR Investments Inc.15,693$883K0.68%+10,44613F-HRTimeline
Private Advisor Group, LLC14,255$802K<0.01%+3,55913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,768$781K0.05%+54413F-HRTimeline
Kovack Advisors, Inc.13,616$772K0.04%-92613F-HRTimeline
WealthCare Investment Partners, LLC13,502$760K0.18%-9913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC13,370$752K0.08%+95013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC13,269$747K0.17%-13113F-HRTimeline
CERTUITY, LLC12,966$729K0.04%+213F-HRTimeline
Main Street Financial Solutions, LLC12,323$693K0.04%013F-HRTimeline
EPG Wealth Management LLC12,112$681K0.16%+1,06013F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC11,994$675K0.08%-59513F-HRTimelineGroup
OneDigital Investment Advisors LLC11,755$661K0.01%+10713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,657$656K<0.01%-49,48413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC10,141$571K0.01%-2,06713F-HRTimeline
Creative Planningin group Creative Planning9,936$559K<0.01%new13F-HRTimelineGroup
Proactive Wealth Strategies LLC9,866$555K0.09%-30013F-HRTimeline
Retirement Planning Group, LLC9,661$544K0.01%-99013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,598$540K0.02%+2113F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC9,010$507K0.33%-10013F-HRTimeline
Plotkin Financial Advisors, LLC8,918$502K0.21%-22113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,531$480K0.03%+5313F-HRTimeline
CHOREO, LLC8,416$473K0.01%+213F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…8,173$460K0.06%+95613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC8,095$455K<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV7,688$433K<0.01%-6,03013F-HR/ATimeline
Western Wealth Management, LLC7,637$430K0.01%-1513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.7,481$420K0.01%+30113F-HRTimeline
Cottage Street Advisors LLC7,424$418K0.16%+2,91013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,126$401K<0.01%-50513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,063$397K<0.01%-11,29513F-HRTimelineGroup
Summit Financial, LLC6,880$387K<0.01%+51613F-HRTimeline
Onyx Bridge Wealth Group LLC6,445$363K0.03%new13F-HRTimeline
LANARK FINANCIAL, INC.6,397$360K0.02%-33413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …6,370$358K<0.01%+59613F-HRTimelineGroup
Authentikos Wealth Advisory, LLC6,326$356K0.23%+89313F-HRTimeline
Gerald Baker Financial Group LLC6,267$353K0.1%+113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,195$349K<0.01%-5,42313F-HRTimelineGroup
J.W. COLE ADVISORS, INC.6,184$348K0.01%-813F-HRTimeline
PURSUE WEALTH PARTNERS LLC6,000$338K0.19%013F-HRTimeline
Kraft, Davis & Associates, LLC6,061$333K0.07%013F-HRTimeline
WEDBUSH SECURITIES INC5,874$330K0.01%+12013F-HRTimeline
EP Wealth Advisors, LLC5,861$330K<0.01%+40513F-HRTimeline
HighPoint Advisor Group LLC5,733$323K0.01%-44213F-HRTimeline
Atria Investments, Inc5,644$318K<0.01%-6,11313F-HRTimeline
Virtus Family Office LLC5,449$307K0.24%013F-HRTimeline
Accel Wealth Management5,314$299K0.07%+60113F-HRTimeline
Kingsview Wealth Management, LLC5,266$296K<0.01%+84513F-HRTimeline
Prospera Financial Services Inc4,871$274K<0.01%new13F-HRTimeline
Peterson Wealth Advisors, LLC4,866$274K0.03%-113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,787$269K<0.01%-26013F-HRTimelineGroup
Sigma Planning Corp4,695$264K0.01%-3313F-HRTimeline
PFG Investments, LLC4,605$259K0.01%new13F-HRTimeline
JBR Co Financial Management Inc4,598$259K0.09%+3713F-HRTimeline
PINNACLE ASSOCIATES LTD4,550$256K<0.01%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…4,550$256K0.02%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,525$255K<0.01%-1013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,138$232K<0.01%new13F-HRTimeline
Sanctuary Advisors, LLC4,129$232K<0.01%new13F-HRTimeline
MAI Capital Management4,035$227K<0.01%-113F-HRTimeline
IEQ CAPITAL, LLC4,000$225K<0.01%new13F-HRTimeline
Magnus Financial Group LLC3,956$223K0.02%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,907$220K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC3,827$215K<0.01%new13F-HRTimeline
Five Pine Wealth Management3,696$208K0.12%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,670$206K<0.01%+50713F-HRTimeline
Golden State Wealth Management, LLC2,700$152K0.01%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC2,656$149K0.04%new13F-HRTimeline
AE Wealth Management LLC2,577$145K<0.01%-9213F-HRTimeline
Front Row Advisors LLC1,563$93K0.03%-213F-HRTimeline
Richardson Capital Management LLC1,546$87K0.04%013F-HRTimeline
IFP Advisors, Inc1,452$81.7K<0.01%013F-HRTimeline
IFG Advisory, LLC1,423$80K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,284$72.2K<0.01%-12613F-HRTimelineGroup
Graney & King, LLC1,159$65.2K0.02%013F-HRTimeline
CoreCap Advisors, LLC1,080$60.8K<0.01%013F-HRTimeline
New England Capital Financial Advisors …1,078$60.6K0.01%+113F-HRTimeline
FMR LLCin group FMR LLC1,063$59.8K<0.01%+3313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,000$56.3K<0.01%-38813F-HRTimelineGroup
SBI Securities Co., Ltd.957$53.8K<0.01%+18713F-HRTimeline
HAZLETT, BURT & WATSON, INC.800$45K0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC787$44.3K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.722$40.6K0.02%+6913F-HRTimeline
Community Bank, N.A.705$39.7K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC575$32.3K0.01%-25013F-HRTimeline
Global Retirement Partners, LLC555$31.2K<0.01%13F-HRTimeline
Allied Private Wealth LLC530$29.3K0.02%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC507$28.5K0.01%013F-HRTimeline
Manchester Capital Management LLC500$28.1K<0.01%013F-HRTimeline
BFSG, LLC500$28.1K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…495$27.8K<0.01%-1913F-HRTimelineGroup
BARRETT & COMPANY, INC.425$23.9K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…420$23.6K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC400$22.5K0.01%+10013F-HRTimeline
Larson Financial Group LLC395$22.2K<0.01%-513F-HRTimeline
Asset Dedication, LLC372$20.9K<0.01%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…342$19K<0.01%+10513F-HRTimelineGroup
Gen-Wealth Partners Inc301$16.9K<0.01%013F-HRTimeline
Dunhill Financial, LLC294$16.6K<0.01%-913F-HRTimeline
Rossby Financial, LCC277$15.6K<0.01%013F-HRTimeline
TD Capital Management LLC275$15.5K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA258$14.5K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC250$14K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…243$13.7K<0.01%-213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.229$12.9K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.225$12.7K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC201$11.3K<0.01%+8113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/200$11.3K<0.01%-85913F-HRTimelineGroup
American Capital Advisory, LLC200$11.3K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC199$11.2K<0.01%-52513F-HRTimeline
TUCKER ASSET MANAGEMENT LLC196$11K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…182$10.2K<0.01%+113F-HRTimeline
Coston, McIsaac & Partners162$9K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP155$8.72K<0.01%013F-HRTimeline
Accordant Advisory Group Inc151$8.5K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…150$8.44K<0.01%013F-HRTimeline
COUNTRY TRUST BANK150$8.44K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC132$7.43K0.01%013F-HRTimeline
Kroeger Financial Partners119$6.7K0.01%13F-HRTimeline
Kiker Wealth Management, LLC113$6.36K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc108$6K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP89$4.82K<0.01%new13F-HRTimelineGroup
Fortis Group Advisors, LLC83$4.67K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC62$3.51K<0.01%013F-HRTimeline
Downshift Financial, LLC60$3.38K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV54$3.04K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC50$2.81K<0.01%-15013F-HRTimeline
Bernard Wealth Management Corp.50$2.81K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC49$2.76K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…45$2.53K<0.01%-1513F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners35$1.97K<0.01%new13F-HRTimelineGroup
Game Plan Financial Advisors, LLC25$1.41K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC23$1.32K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC19$1.07K<0.01%-2913F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC15$844<0.01%013F-HRTimeline
Cordant, Inc.10$563<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1$56<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…0$3<0.01%-1013F-HRTimelineAmount filed as zero, left out of ratios.