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Disclosery

ROBT FIRST TR EXCHANGE TRADED FD

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NASDQ ARTFCIAL (fund)

165 managers (167 13F filers) reported a position in ROBT shares at 2025-09-30, 5,579,097 shares in all. 31 filers opened a position and 12 filers sold out during the quarter.

Managers
165
13F filers
167
New
31
Added
54
Reduced
34
Sold out
12
Shares held by filers
5,579,097

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
LPL Financial LLC894,771$47.3M0.01%+175,66613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY538,347$28.5M<0.01%+161,13613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/407,423$21.5M<0.01%+160,72513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN339,818$18M<0.01%+35,89913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.246,638$13M0.02%+3,68313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…214,928$11.4M0.01%-40,12713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA195,859$10.4M<0.01%-10,85113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP179,398$9.49M0.01%-7,26913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC166,139$8.79M<0.01%-2,52913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.167,177$8.68M0.01%+73,06413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC159,885$8.46M<0.01%+8,82113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC153,098$8.09M<0.01%-19,73113F-HRTimelineGroup
Biltmore Family Office, LLC145,509$7.7M1.1%-7213F-HRTimeline
Janney Montgomery Scott LLC111,836$5.92M0.01%+16,01813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP101,788$5.38M<0.01%+8,88813F-HRTimelineGroup
UBS Group AGin group UBS Group AG91,761$4.85M<0.01%+22,87413F-HRTimelineGroup
Mutual Advisors, LLC78,613$4.33M0.1%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC77,650$4.11M0.05%+5,12713F-HRTimelineGroup
Cetera Investment Advisers64,722$3.42M<0.01%+7,14513F-HRTimeline
Cambridge Investment Research Advisors,…61,531$3.25M0.01%+7,02013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.55,896$2.96M0.03%new13F-HRTimelineGroup
Granite Bay Wealth Management, LLC55,651$2.94M0.77%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding53,899$2.85M+5,097Timeline
MML INVESTORS SERVICES, LLC49,437$2.61M0.01%+5,08113F-HRTimeline
Atlas Private Wealth Advisors42,192$2.23M0.55%-19,39213F-HRTimeline
Gateway Wealth Partners, LLC41,940$2.22M0.3%+9713F-HRTimeline
Integrated Wealth Concepts LLC41,938$2.22M0.02%+1,88313F-HRTimeline
Mariner, LLCin group Mariner, LLC40,452$2.14M<0.01%-94,70613F-HRTimelineGroup
Avestar Capital, LLC37,400$1.98M0.14%new13F-HRTimeline
FLOW TRADERS U.S. LLC35,472$1.88M0.08%new13F-HRTimeline
Sargent Investment Group, LLC34,510$1.83M0.26%-33513F-HRTimeline
Belpointe Asset Management LLC33,294$1.76M0.07%-74613F-HRTimeline
Atria Investments, Inc33,018$1.75M0.02%-1,80113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,880$1.74M<0.01%-6213F-HRTimeline
HARBOUR INVESTMENTS, INC.28,855$1.53M0.03%-8,89913F-HRTimeline
Hancock Prospecting Pty Ltd27,460$1.45M0.05%013F-HRTimeline
NewEdge Advisors, LLC22,267$1.18M0.01%+1,63013F-HRTimeline
Sigma Planning Corp18,791$994K0.03%+4,55413F-HRTimeline
Arkadios Wealth Advisors15,836$838K0.02%+9013F-HRTimeline
Capital Investment Advisory Services, L…15,738$832K0.07%+1,92613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,697$777K<0.01%new13F-HRTimelineGroup
CERTUITY, LLC13,788$729K0.05%-113F-HRTimeline
OneDigital Investment Advisors LLC13,649$722K0.01%+29613F-HRTimeline
Main Street Financial Solutions, LLC12,541$663K0.04%-1,16013F-HRTimeline
U.S. Capital Wealth Advisors, LLC12,374$654K0.02%-2,60913F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC11,597$613K0.1%+61113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,585$613K0.01%+3,50013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,366$593K0.05%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP11,118$588K0.08%+1,26413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,324$546K<0.01%new13F-HRTimelineGroup
Retirement Planning Group, LLC10,065$532K0.02%new13F-HRTimeline
CWM, LLCin group CWM, LLC9,799$518K<0.01%+5,80813F-HRTimelineGroup
Private Advisor Group, LLC9,692$513K<0.01%+2,43113F-HRTimeline
D.A. DAVIDSON & CO.9,548$505K<0.01%+5,23613F-HRTimeline
Morey & Quinn Wealth Partners, LLC9,491$502K0.37%013F-HRTimeline
Kovack Advisors, Inc.9,427$499K0.05%-80013F-HRTimeline
Plotkin Financial Advisors, LLC9,424$498K0.25%013F-HRTimeline
Focus Financial Network, Inc.9,171$485K0.02%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,976$475K0.04%+45713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,853$468K0.01%+2,38413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,793$465K0.02%+57013F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC8,246$436K0.06%+92413F-HRTimeline
EPG Wealth Management LLC8,230$435K0.12%-68513F-HRTimeline
Orion Porfolio Solutions, LLC8,159$432K<0.01%-19313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management7,937$420K0.01%+2,28513F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC7,845$415K<0.01%013F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC7,845$415K0.14%-14513F-HRTimeline
CHOREO, LLC7,189$380K<0.01%+1,28213F-HRTimeline
RFG Advisory, LLC6,892$365K0.01%new13F-HRTimeline
Western Wealth Management, LLC6,517$345K0.02%+1,41013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,481$343K<0.01%new13F-HRTimelineGroup
Kraft, Davis & Associates, LLC6,006$335K0.08%013F-HRTimeline
Summit Financial, LLC6,096$322K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.6,056$320K0.02%+1213F-HRTimeline
PURSUE WEALTH PARTNERS LLC6,000$317K0.17%013F-HRTimeline
J.W. COLE ADVISORS, INC.5,875$311K0.01%+62313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,817$308K<0.01%+80013F-HRTimelineGroup
Advyzon Investment Management, LLC5,766$305K0.05%+42913F-HRTimeline
SYNOVUS FINANCIAL CORP5,361$284K<0.01%013F-HRTimeline
Proactive Wealth Strategies LLC5,333$282K0.12%-20013F-HRTimeline
Peterson Wealth Advisors, LLC4,867$267K0.04%013F-HRTimeline
WEDBUSH SECURITIES INC5,009$265K0.01%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP4,877$258K0.02%013F-HRTimeline
Cottage Street Advisors LLC4,796$254K0.11%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,663$247K<0.01%-31613F-HRTimelineGroup
JBR Co Financial Management Inc4,561$241K0.1%new13F-HRTimeline
Gladstone Institutional Advisory LLC4,546$240K0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,535$240K<0.01%-20013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.4,398$233K0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,226$232K<0.01%+6413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,361$231K<0.01%-1,12313F-HRTimelineGroup
Prospera Financial Services Inc4,356$230K<0.01%+3013F-HRTimeline
HighTower Advisors, LLC4,029$213K<0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,003$212K<0.01%new13F-HRTimelineGroup
COMERICA BANK3,193$169K<0.01%+25013F-HRTimeline
Golden State Wealth Management, LLC3,082$163K0.02%+37013F-HRTimeline
AE Wealth Management LLC2,840$150K<0.01%+713F-HRTimeline
Steward Partners Investment Advisory, L…2,745$145K<0.01%-6013F-HRTimeline
CoreCap Advisors, LLC2,322$123K<0.01%+10113F-HRTimeline
Graney & King, LLC2,318$123K0.08%013F-HRTimeline
Sunbelt Securities, Inc.1,887$99.8K0.01%-25013F-HRTimeline
Front Row Advisors LLC1,600$84.6K0.03%-8013F-HRTimeline
MAI Capital Management1,550$82K<0.01%+1,51613F-HRTimeline
IFP Advisors, Inc1,432$75.7K<0.01%-11913F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,388$73.4K<0.01%+1,00013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,379$72.9K<0.01%+5013F-HRTimeline
AMERIFLEX GROUP, INC.1,306$69.1K0.03%+57013F-HRTimeline
Activest Wealth Management1,300$68.8K0.01%+1,30013F-HRTimeline
FMR LLCin group FMR LLC1,189$62.9K<0.01%+1,08713F-HRTimelineGroup
Advisory Services Network, LLC1,179$62.4K<0.01%new13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,087$57K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC1,073$56K<0.01%+65413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,045$55.3K<0.01%-213F-HRTimelineGroup
New England Capital Financial Advisors …977$51.7K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC825$43.6K0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.800$42K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC784$41.5K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC755$39.9K<0.01%+113F-HRTimeline
Federation des caisses Desjardins du Qu…620$32.8K<0.01%013F-HRTimeline
Root Financial Partners, LLC520$27.5K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC510$27K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC507$26.8K0.01%013F-HR/ATimeline
BFSG, LLC500$26.4K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.425$22.5K0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd409$21.6K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC384$20.3K0.01%-15313F-HRTimeline
Asset Dedication, LLC372$19.7K<0.01%013F-HRTimeline
Independence Bank of Kentucky300$15.9K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC300$15.9K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA280$14.8K<0.01%013F-HRTimelineGroup
TD Capital Management LLC275$14.5K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust258$13.6K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC250$13K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\240$12.7K<0.01%013F-HRTimelineGroup
AllSquare Wealth Management LLC230$12.2K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.200$10.7K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/200$10.6K<0.01%new13F-HRTimelineGroup
American Capital Advisory, LLC200$10.6K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC196$10.4K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…188$9.97K0.02%-1,01413F-HRTimeline
Larson Financial Group LLC170$8.99K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP155$8.2K<0.01%013F-HRTimeline
Accordant Advisory Group Inc152$8.04K0.01%013F-HRTimeline
Coston, McIsaac & Partners162$8K<0.01%013F-HRTimeline
Stone House Investment Management, LLC120$6.35K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc108$6K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC113$5.98K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding110$5.82K-550Timeline
SBI Securities Co., Ltd.109$5.76K<0.01%+3113F-HRTimeline
GPS Wealth Strategies Group, LLC100$5.29K<0.01%013F-HRTimeline
Clearstead Advisors, LLC62$3.3K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.51$2.7K<0.01%-3913F-HRTimeline
Bernard Wealth Management Corp.50$2.65K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA45$2.38K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC44$2.33K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.35$1.85K<0.01%new13F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners35$1.85K<0.01%013F-HRTimelineGroup
Game Plan Financial Advisors, LLC25$1.32K<0.01%new13F-HRTimeline
Compass Financial Services Inc25$1.32K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC15$793<0.01%013F-HRTimeline
AdvisorNet Financial, Inc7$370<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC5$264<0.01%013F-HRTimeline
North Capital, Inc.4$212<0.01%+113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1$53<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.1$1<0.01%new13F-HRTimeline