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Disclosery

ROBT FIRST TR EXCHANGE TRADED FD

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NASDQ ARTFCIAL (fund)

151 managers (152 13F filers) reported a position in ROBT shares at 2025-06-30, 4,895,752 shares in all. 25 filers opened a position and 13 filers sold out during the quarter.

Managers
151
13F filers
152
New
25
Added
41
Reduced
36
Sold out
13
Shares held by filers
4,895,752

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
LPL Financial LLC719,105$34.7M0.01%+36,19713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY377,211$18.2M<0.01%+71,86713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN303,919$14.7M<0.01%+7,53313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…255,055$12.3M0.01%-20,52713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/246,698$11.9M<0.01%-8,88313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.242,955$11.7M0.02%-41,56913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA206,710$9.98M<0.01%+1,98413F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP186,667$9.02M0.01%+28,06613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC172,829$8.35M<0.01%+6,73113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC168,668$8.15M<0.01%+18,81413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC151,064$7.3M<0.01%+4,08113F-HRTimelineGroup
Biltmore Family Office, LLC145,581$7.03M1.19%+10,96613F-HRTimeline
Mariner, LLCin group Mariner, LLC135,158$6.53M0.01%-84613F-HRTimelineGroup
CW Advisors, LLC133,034$6.43M0.06%-2,27413F-HRTimeline
Janney Montgomery Scott LLC95,818$4.63M0.01%-65013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.94,113$4.55M0.01%-5,09813F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP92,900$4.49M<0.01%+29,69713F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC72,523$3.5M0.04%+23,87913F-HRTimelineGroup
UBS Group AGin group UBS Group AG68,887$3.33M<0.01%+24,40313F-HRTimelineGroup
Atlas Private Wealth Advisors61,584$2.97M0.38%+29,67213F-HRTimeline
Cetera Investment Advisers57,577$2.78M<0.01%+7,75613F-HRTimeline
Cambridge Investment Research Advisors,…54,511$2.63M0.01%+1,36513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC48,802$2.36M0.01%+8,52013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC44,356$2.14M0.01%+10,43313F-HRTimeline
Gateway Wealth Partners, LLC41,843$2.02M0.38%+3,08813F-HRTimeline
Integrated Wealth Concepts LLC40,055$1.93M0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.37,754$1.82M0.05%+6,25313F-HRTimeline
Sargent Investment Group, LLC34,845$1.74M0.24%-2,00013F-HRTimeline
Atria Investments, Inc34,819$1.68M0.02%-1,29713F-HRTimeline
Belpointe Asset Management LLC34,040$1.64M0.07%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,942$1.59M<0.01%-2,07213F-HRTimeline
Hancock Prospecting Pty Ltd27,460$1.33M0.04%013F-HRTimeline
Atria Wealth Solutions, Inc.21,454$1.04M0.02%+5,53813F-HRTimeline
NewEdge Advisors, LLC20,637$997K0.01%-2,17313F-HRTimeline
Arkadios Wealth Advisors15,746$761K0.02%-40,07513F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,983$724K0.02%+1,32813F-HRTimeline
Sigma Planning Corp14,237$688K0.02%+68913F-HRTimeline
Capital Investment Advisory Services, L…13,812$667K0.05%+2,86513F-HRTimeline
CERTUITY, LLC13,789$666K0.06%013F-HRTimeline
Main Street Financial Solutions, LLC13,701$662K0.05%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,557$655K<0.01%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC13,353$645K0.01%-17713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,366$597K0.05%-23313F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC10,986$531K0.11%+2,22113F-HRTimelineGroup
Kovack Advisors, Inc.10,227$494K0.05%+3513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP9,854$476K0.07%-21713F-HRTimeline
Morey & Quinn Wealth Partners, LLC9,491$458K0.37%-63613F-HRTimeline
Plotkin Financial Advisors, LLC9,424$455K0.25%013F-HRTimeline
EPG Wealth Management LLC8,915$431K0.13%-40,75113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,541$413K<0.01%-55913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,519$411K0.03%+61513F-HRTimeline
Orion Porfolio Solutions, LLC8,352$403K<0.01%-1,68013F-HR/ATimeline
TWIN PEAKS WEALTH ADVISORS, LLC7,990$400K0.13%+2,20613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,223$397K0.01%-39013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,085$391K0.01%+37713F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC7,845$379K<0.01%013F-HRTimelineGroup
EWG Elevate Inc.7,631$369K0.11%new13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC7,322$354K0.06%+25013F-HRTimeline
Private Advisor Group, LLC7,261$351K<0.01%+73013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,469$312K0.01%+63313F-HRTimeline
Kraft, Davis & Associates, LLC6,006$307K0.08%013F-HRTimeline
LANARK FINANCIAL, INC.6,044$291K0.02%+59913F-HRTimeline
PURSUE WEALTH PARTNERS LLC6,000$290K0.16%013F-HRTimeline
CHOREO, LLC5,907$285K<0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,652$273K<0.01%new13F-HRTimelineGroup
Proactive Wealth Strategies LLC5,533$267K0.13%-60713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,484$265K<0.01%013F-HRTimelineGroup
SYNOVUS FINANCIAL CORP5,361$259K<0.01%013F-HRTimeline
Advyzon Investment Management, LLC5,337$258K0.06%new13F-HRTimeline
J.W. COLE ADVISORS, INC.5,252$254K0.01%+12313F-HRTimeline
Western Wealth Management, LLC5,107$247K0.01%-15013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,017$242K<0.01%new13F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,979$240K0.01%new13F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP4,877$236K0.02%-6,82813F-HRTimeline
Peterson Wealth Advisors, LLC4,867$235K0.04%new13F-HRTimeline
Cottage Street Advisors LLC4,796$232K0.12%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,735$229K<0.01%new13F-HRTimelineGroup
GTS SECURITIES LLC4,687$226K0.01%new13F-HRTimeline
IFG Advisory, LLC4,451$215K0.01%-63413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,398$212K0.01%-16,02613F-HRTimelineGroup
Prospera Financial Services Inc4,326$209K<0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.4,312$208K<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,162$205K<0.01%-3,60413F-HRTimeline
CWM, LLCin group CWM, LLC3,991$193K<0.01%-13613F-HRTimelineGroup
COMERICA BANK2,943$142K<0.01%new13F-HRTimeline
AE Wealth Management LLC2,833$137K<0.01%-34613F-HRTimeline
Steward Partners Investment Advisory, L…2,805$135K<0.01%-33713F-HRTimeline
Golden State Wealth Management, LLC2,712$131K0.02%+18213F-HRTimeline
Graney & King, LLC2,318$112K0.08%013F-HRTimeline
CoreCap Advisors, LLC2,221$107K<0.01%-92813F-HRTimeline
Sunbelt Securities, Inc.2,137$96.2K0.01%013F-HRTimeline
Front Row Advisors LLC1,680$81.1K0.03%+2513F-HRTimeline
Arax Advisory Partners1,613$77.9K<0.01%-15813F-HRTimeline
IFP Advisors, Inc1,551$74.9K<0.01%+79413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,329$64.2K<0.01%-27013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,202$58.2K0.01%+27013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,087$53K<0.01%013F-HRTimelineGroup
Slocum, Gordon & Co LLP1,077$52K0.04%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,047$50.6K<0.01%+213F-HRTimelineGroup
New England Capital Financial Advisors …977$47.2K0.02%+23113F-HRTimeline
Medallion Wealth Advisors, LLC825$39.7K0.02%-2513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC784$37.9K<0.01%+66413F-HRTimelineGroup
Global Retirement Partners, LLC754$36.4K<0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.736$35.4K0.02%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding660$31.9K+600Timeline
Federation des caisses Desjardins du Qu…620$29.9K<0.01%013F-HRTimeline
Dunhill Financial, LLC537$25.9K0.01%-813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC507$24.5K0.01%-58813F-HRTimeline
BFSG, LLC500$24.1K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC466$22.5K0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.425$20.5K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC419$20K<0.01%new13F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd409$19.8K0.01%013F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…388$18.7K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC372$18K<0.01%013F-HRTimeline
Independence Bank of Kentucky300$14.5K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC300$14.5K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA280$13.5K<0.01%new13F-HRTimelineGroup
TD Capital Management LLC275$13.3K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust258$12.5K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC250$12K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\240$11.6K<0.01%013F-HRTimelineGroup
AllSquare Wealth Management LLC230$11.1K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC196$9.47K<0.01%new13F-HRTimeline
Larson Financial Group LLC170$8.21K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP155$7.49K<0.01%013F-HRTimeline
Accordant Advisory Group Inc152$7.34K0.01%013F-HRTimeline
WINNACLE WEALTH LLC152$7.34K0.01%new13F-HRTimeline
Coston, McIsaac & Partners162$7K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC113$5.46K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…108$5.22K<0.01%new13F-HRTimelineGroup
Roble, Belko & Company, Inc108$5K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC102$4.93K<0.01%-49413F-HRTimelineGroup
GPS Wealth Strategies Group, LLC100$4.83K<0.01%013F-HRTimeline
Garde Capital, Inc.95$4.59K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.90$4.35K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.78$3.77K<0.01%+7113F-HRTimeline
Investors Research Corp71$3.43K<0.01%013F-HRTimeline
Clearstead Advisors, LLC62$3.01K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.50$2.42K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA45$2.17K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC44$2.12K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners35$1.69K<0.01%013F-HRTimelineGroup
MAI Capital Management34$1.64K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC15$725<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC5$242<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC5$242<0.01%013F-HRTimeline
North Capital, Inc.3$145<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1$48<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.