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Disclosery

ROBT FIRST TR EXCHANGE TRADED FD

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NASDQ ARTFCIAL (fund)

179 managers (180 13F filers) reported a position in ROBT shares at 2025-12-31, 6,430,082 shares in all. 22 filers opened a position and 12 filers sold out during the quarter.

Managers
179
13F filers
180
New
22
Added
65
Reduced
35
Sold out
12
Shares held by filers
6,430,082

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
LPL Financial LLC956,667$49.6M0.01%+61,89613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY700,695$36.3M<0.01%+162,34813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/431,149$22.4M<0.01%+23,72613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN378,459$19.6M<0.01%+38,64113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.246,392$12.8M0.02%-24613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC238,933$12.4M<0.01%+85,83513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…217,292$11.3M0.01%+2,36413F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA208,022$10.8M<0.01%+12,16313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC198,188$10.3M<0.01%+32,04913F-HRTimelineGroup
Rockport Wealth LLC174,655$9.06M1.76%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.174,140$9.03M0.01%+6,96313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP173,434$9M0.01%-5,96413F-HRTimelineGroup
Biltmore Family Office, LLC173,411$8.99M1.24%+27,90213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC170,156$8.83M<0.01%+10,27113F-HRTimelineGroup
Cambridge Investment Research Advisors,…114,057$5.92M0.02%+52,52613F-HRTimeline
Janney Montgomery Scott LLC110,808$5.75M0.01%-1,02813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP101,131$5.25M<0.01%-65713F-HRTimelineGroup
Mutual Advisors, LLC79,130$4.1M0.09%+51713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC78,017$4.05M<0.01%+63,32013F-HRTimelineGroup
Cetera Investment Advisers75,884$3.94M<0.01%+11,16213F-HRTimeline
UBS Group AGin group UBS Group AG73,022$3.79M<0.01%-18,73913F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC67,078$3.48M0.04%-10,57213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding63,701$3.3M+9,802Timeline
Integrated Wealth Concepts LLC62,022$3.22M0.04%+20,08413F-HRTimeline
Granite Bay Wealth Management, LLC58,178$3.02M0.73%+2,52713F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.55,896$2.9M0.02%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC50,328$2.61M0.01%+89113F-HRTimeline
Atlas Private Wealth Advisors45,140$2.34M0.55%+2,94813F-HRTimeline
Gateway Wealth Partners, LLC43,364$2.25M0.25%+1,42413F-HRTimeline
Mariner, LLCin group Mariner, LLC38,758$2.01M<0.01%-1,69413F-HRTimelineGroup
Avestar Capital, LLC37,400$1.94M0.13%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC34,177$1.77M<0.01%+1,29713F-HRTimeline
Belpointe Asset Management LLC33,294$1.73M0.06%013F-HRTimeline
Atria Investments, Inc32,326$1.68M0.02%-69213F-HRTimeline
Sargent Investment Group, LLC32,250$1.67M0.21%-2,26013F-HRTimeline
Capital Investment Advisory Services, L…29,493$1.53M0.11%+13,75513F-HRTimeline
HARBOUR INVESTMENTS, INC.28,707$1.49M0.03%-14813F-HRTimeline
Hancock Prospecting Pty Ltd27,460$1.42M0.04%013F-HRTimeline
NewEdge Advisors, LLC26,250$1.36M<0.01%+3,98313F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC18,856$978K0.49%new13F-HRTimeline
FLOW TRADERS U.S. LLC18,130$940K0.03%-17,34213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.17,530$909K0.01%+5,94513F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,420$904K0.01%+13,41713F-HRTimelineGroup
Arkadios Wealth Advisors16,682$865K0.02%+84613F-HRTimeline
RFG Advisory, LLC14,823$769K0.01%+7,93113F-HRTimeline
Sigma Planning Corp14,791$767K0.02%-4,00013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd14,072$730K0.01%new13F-HRTimelineGroup
WealthCare Investment Partners, LLC13,638$715K0.21%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,647$708K0.05%+1,28113F-HRTimeline
Kovack Advisors, Inc.13,042$676K0.03%+3,61513F-HR/ATimeline
CERTUITY, LLC12,964$672K0.04%-82413F-HRTimeline
PURSUE WEALTH PARTNERS LLC12,676$657K0.32%+6,67613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP12,191$632K0.09%+1,07313F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC12,082$627K0.09%+48513F-HRTimelineGroup
Main Street Financial Solutions, LLC12,039$624K0.05%-50213F-HRTimeline
OneDigital Investment Advisors LLC11,974$621K0.01%-1,67513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,400$591K0.01%+2,54713F-HRTimeline
Retirement Planning Group, LLC10,698$555K0.02%+63313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,254$532K0.02%+1,46113F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC10,200$530K0.15%+2,35513F-HRTimeline
EPG Wealth Management LLC10,158$527K0.14%+1,92813F-HRTimeline
Private Advisor Group, LLC10,046$521K<0.01%+35413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,631$500K<0.01%+3,15013F-HR/ATimelineGroup
KFG WEALTH MANAGEMENT, LLC9,589$497K0.07%+1,34313F-HRTimeline
D.A. DAVIDSON & CO.9,569$496K<0.01%+2113F-HRTimeline
Plotkin Financial Advisors, LLC9,374$486K0.24%-5013F-HRTimeline
Morey & Quinn Wealth Partners, LLC9,130$474K0.34%-36113F-HRTimeline
CWM, LLCin group CWM, LLC8,797$456K<0.01%-1,00213F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED8,575$450K0.03%-40113F-HRTimeline
CHOREO, LLC8,414$441K0.01%+1,22513F-HRTimeline
Orion Porfolio Solutions, LLC8,372$434K<0.01%+21313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7,845$407K<0.01%013F-HRTimelineGroup
Western Wealth Management, LLC7,842$407K0.02%+1,32513F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…7,217$374K0.06%new13F-HRTimeline
WEDBUSH SECURITIES INC7,069$367K0.01%+2,06013F-HRTimeline
Summit Financial, LLC6,534$339K<0.01%+43813F-HRTimeline
Kraft, Davis & Associates, LLC6,061$333K0.07%+5513F-HRTimeline
LANARK FINANCIAL, INC.6,026$313K0.02%-3013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,951$309K0.01%+1,28813F-HRTimelineGroup
J.W. COLE ADVISORS, INC.6,009$303K0.01%+13413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …5,569$289K<0.01%13F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,527$287K<0.01%-29013F-HRTimelineGroup
Virtus Family Office LLC5,449$283K0.24%new13F-HRTimeline
Proactive Wealth Strategies LLC5,333$277K0.11%013F-HRTimeline
HRT FINANCIAL LP4,980$258K<0.01%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP4,877$253K0.02%013F-HRTimeline
Peterson Wealth Advisors, LLC4,867$252K0.03%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,827$250K<0.01%-5,49713F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.4,711$244K0.01%+31313F-HRTimelineGroup
Aurora Private Wealth, Inc.4,566$237K0.16%13F-HRTimeline
JBR Co Financial Management Inc4,561$237K0.1%013F-HRTimeline
PINNACLE ASSOCIATES LTD4,550$236K<0.01%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…4,550$236K0.02%new13F-HRTimeline
Cottage Street Advisors LLC4,514$234K0.1%-28213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,238$233K<0.01%+1213F-HRTimeline
Advyzon Investment Management, LLC4,324$224K0.03%-1,44213F-HRTimeline
HighTower Advisors, LLC4,248$220K<0.01%+21913F-HRTimeline
Prospera Financial Services Inc4,051$210K<0.01%-30513F-HRTimeline
Gladstone Institutional Advisory LLC3,986$207K0.01%-56013F-HRTimeline
MAI Capital Management3,900$202K<0.01%+2,35013F-HRTimeline
Sound Income Strategies, LLC3,134$171K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,145$163K<0.01%+40013F-HRTimeline
Golden State Wealth Management, LLC3,082$160K0.02%013F-HRTimeline
AE Wealth Management LLC2,837$147K<0.01%-313F-HRTimeline
Sunbelt Securities, Inc.1,887$97.9K0.01%013F-HRTimeline
Front Row Advisors LLC1,565$81.2K0.03%-3513F-HRTimeline
IFP Advisors, Inc1,450$75.2K<0.01%+1813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,388$72K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,379$71.5K<0.01%013F-HRTimeline
Activest Wealth Management1,300$67.4K0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,221$63.3K<0.01%+3213F-HRTimelineGroup
Graney & King, LLC1,159$60.1K0.04%-1,15913F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.1,133$59.6K0.01%13F-HRTimelineGroup
New England Capital Financial Advisors …1,077$55.9K0.02%+10013F-HRTimeline
CoreCap Advisors, LLC1,065$55.2K<0.01%-1,25713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,045$54.2K<0.01%013F-HRTimelineGroup
Main Management LLCin group Main Management ETF Advisors,…999$52K<0.01%-8813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/980$50.8K<0.01%+78013F-HRTimelineGroup
Farther Finance Advisors, LLC907$47K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC825$42.8K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.800$42K0.01%013F-HRTimeline
Global Retirement Partners, LLC755$39.2K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.653$33.9K0.02%-65313F-HRTimeline
Federation des caisses Desjardins du Qu…620$32.2K<0.01%013F-HRTimeline
Root Financial Partners, LLC520$27K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC510$26.5K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC507$26.3K0.01%013F-HRTimeline
BFSG, LLC500$25.9K<0.01%013F-HRTimeline
COMERICA BANK489$25.4K<0.01%-2,70413F-HRTimeline
Richardson Capital Management LLC466$24.2K0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.425$22K0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd409$21.2K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC377$19.5K<0.01%-713F-HRTimeline
Asset Dedication, LLC372$19.3K<0.01%013F-HRTimeline
Independence Bank of Kentucky300$15.6K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC300$15.6K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA280$14.5K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC277$14.4K<0.01%new13F-HRTimeline
TD Capital Management LLC275$14.3K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA258$13.4K<0.01%+21313F-HRTimeline
Parkside Financial Bank & Trust258$13.4K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC250$13K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC250$13K<0.01%-82313F-HRTimeline
Keating Financial Advisory Services, In…245$12.7K<0.01%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\240$12.4K<0.01%013F-HRTimelineGroup
Gen-Wealth Partners Inc231$12K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.229$11.9K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.225$11.7K0.01%+17413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.211$10.9K<0.01%+17613F-HRTimelineGroup
American Capital Advisory, LLC200$10.4K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.200$10.4K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC196$10.2K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…188$9.78K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…181$9.41K<0.01%new13F-HRTimeline
Larson Financial Group LLC170$8.82K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP155$8.04K<0.01%013F-HRTimeline
Coston, McIsaac & Partners162$8K<0.01%013F-HRTimeline
Accordant Advisory Group Inc152$7.88K0.01%013F-HRTimeline
SBI Securities Co., Ltd.144$7.47K<0.01%+3513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC133$6.9K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC123$6.38K<0.01%new13F-HRTimeline
Stone House Investment Management, LLC120$6.22K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc108$6K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC98$5.08K<0.01%+9313F-HRTimeline
Triumph Capital Management90$4.67K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC83$4.3K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC62$3.23K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding60$3.11K-50Timeline
Bernard Wealth Management Corp.50$2.59K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC44$2.28K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners35$1.81K<0.01%013F-HRTimelineGroup
Game Plan Financial Advisors, LLC25$1.3K<0.01%013F-HRTimeline
Compass Financial Services Inc25$1.3K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC25$1.3K<0.01%13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC15$778<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…10$521<0.01%new13F-HRTimeline
Arax Advisory Partners6$312<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1$52<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.1$1<0.01%013F-HRTimeline