Skip to content
Disclosery

ROBT FIRST TR EXCHANGE TRADED FD

Follow

NASDQ ARTFCIAL (fund)

172 managers (173 13F filers) reported a position in ROBT shares at 2026-03-31, 6,638,687 shares in all. 20 filers opened a position and 25 filers sold out during the quarter.

Managers
172
13F filers
173
New
20
Added
54
Reduced
47
Sold out
25
Shares held by filers
6,638,687

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
LPL Financial LLC873,589$40.3M0.01%-83,07813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY729,483$33.7M<0.01%+28,78813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/492,874$22.8M<0.01%+61,72513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN434,161$20M<0.01%+55,70213F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC231,024$10.7M<0.01%+32,83613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC226,020$10.4M<0.01%-12,91313F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA225,517$10.4M<0.01%+17,49513F-HRTimelineGroup
Biltmore Family Office, LLC207,529$9.58M1.34%+34,11813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC194,207$8.96M<0.01%+24,05113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP192,913$8.9M0.01%+19,47913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.175,098$8.08M0.01%+95813F-HRTimelineGroup
Rockport Wealth LLC168,286$7.78M1.42%-6,36913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.162,192$7.49M0.01%-84,20013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…157,738$7.28M<0.01%-59,55413F-HRTimelineGroup
Cambridge Investment Research Advisors,…134,998$6.23M0.02%+20,94113F-HRTimeline
Janney Montgomery Scott LLC113,881$5.26M0.01%+3,07313F-HRTimeline
Gateway Wealth Partners, LLC89,946$4.15M0.16%+46,58213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP89,361$4.12M<0.01%-11,77013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…88,547$4.09M0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC80,649$3.72M0.03%+18,62713F-HRTimeline
Cetera Investment Advisers74,512$3.44M<0.01%-1,37213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding68,378$3.16M+4,677Timeline
UBS Group AGin group UBS Group AG66,856$3.09M<0.01%-6,16613F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC62,029$2.86M0.17%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC61,774$2.85M0.03%-5,30413F-HRTimelineGroup
Granite Bay Wealth Management, LLC61,530$2.84M0.6%+3,35213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC61,141$2.82M<0.01%+56,31413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC58,847$2.72M<0.01%-19,17013F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.55,896$2.58M0.02%013F-HRTimelineGroup
Atlas Private Wealth Advisors49,362$2.28M0.54%+4,22213F-HRTimeline
MML INVESTORS SERVICES, LLC43,453$2.01M0.01%-6,87513F-HRTimeline
IronBridge Private Wealth, LLC37,963$1.75M0.57%new13F-HRTimeline
Avestar Capital, LLC37,400$1.73M0.12%013F-HRTimeline
Belpointe Asset Management LLC32,882$1.52M0.06%-41213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,277$1.49M<0.01%-1,90013F-HRTimeline
Capital Investment Advisory Services, L…31,670$1.46M0.11%+2,17713F-HRTimeline
Independent Advisor Alliance29,158$1.35M0.01%new13F-HRTimeline
Hancock Prospecting Pty Ltd27,460$1.27M0.04%013F-HRTimeline
Sargent Investment Group, LLC26,935$1.24M0.16%-5,31513F-HRTimeline
NewEdge Advisors, LLC26,484$1.22M<0.01%+23413F-HR/ATimeline
Arkadios Wealth Advisors22,082$1.02M0.02%+5,40013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,798$914K0.01%+2,37813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.18,890$872K0.01%-9,81713F-HRTimeline
Mariner, LLCin group Mariner, LLC18,358$847K<0.01%-20,40013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.18,234$842K0.01%+70413F-HRTimelineGroup
RFG Advisory, LLC17,270$797K0.01%+2,44713F-HRTimeline
Kovack Advisors, Inc.14,542$680K0.04%+1,50013F-HRTimeline
WealthCare Investment Partners, LLC13,601$643K0.18%-3713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,718$633K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,224$619K0.04%-42313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC13,400$619K0.16%+3,20013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP13,030$601K0.08%+83913F-HRTimeline
CERTUITY, LLC12,964$598K0.04%013F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC12,589$581K0.08%+50713F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC12,420$573K0.07%+2,83113F-HRTimeline
Main Street Financial Solutions, LLC12,323$569K0.04%+28413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,208$564K0.01%+80813F-HR/ATimeline
Atria Investments, Inc11,757$543K0.01%-20,56913F-HRTimeline
OneDigital Investment Advisors LLC11,648$538K0.01%-32613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,618$536K<0.01%new13F-HRTimelineGroup
EPG Wealth Management LLC11,052$510K0.14%+89413F-HRTimeline
Private Advisor Group, LLC10,696$494K<0.01%+65013F-HRTimeline
Retirement Planning Group, LLC10,651$492K0.02%-4713F-HRTimeline
Proactive Wealth Strategies LLC10,166$469K0.09%+4,83313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,577$442K0.01%-67713F-HRTimelineGroup
D.A. DAVIDSON & CO.9,504$439K<0.01%-6513F-HRTimeline
CWM, LLCin group CWM, LLC9,297$429K<0.01%+50013F-HRTimelineGroup
Plotkin Financial Advisors, LLC9,139$422K0.21%-23513F-HRTimeline
Morey & Quinn Wealth Partners, LLC9,110$421K0.3%-2013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,478$391K0.03%-9713F-HRTimeline
CHOREO, LLC8,414$388K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC8,095$374K<0.01%+25013F-HRTimelineGroup
FLOW TRADERS U.S. LLC7,752$358K0.01%-10,37813F-HRTimeline
Western Wealth Management, LLC7,652$353K0.01%-19013F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,631$352K<0.01%-2,00013F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…7,217$333K0.05%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,180$331K0.01%+1,22913F-HRTimelineGroup
Kraft, Davis & Associates, LLC6,061$312K0.07%013F-HRTimeline
LANARK FINANCIAL, INC.6,731$311K0.02%+70513F-HRTimeline
Summit Financial, LLC6,364$294K<0.01%-17013F-HRTimeline
Sunbelt Securities, Inc.6,317$292K0.02%+4,43013F-HRTimeline
Gerald Baker Financial Group LLC6,266$289K0.09%13F-HR/ATimeline
J.W. COLE ADVISORS, INC.6,192$286K0.01%+18313F-HRTimeline
HighPoint Advisor Group LLC6,175$285K0.01%new13F-HRTimeline
PURSUE WEALTH PARTNERS LLC6,000$277K0.17%-6,67613F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …5,774$267K<0.01%+20513F-HRTimelineGroup
WEDBUSH SECURITIES INC5,754$266K0.01%-1,31513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,047$262K<0.01%-48013F-HRTimelineGroup
EP Wealth Advisors, LLC5,456$252K<0.01%new13F-HRTimeline
Virtus Family Office LLC5,449$252K0.21%013F-HRTimeline
Authentikos Wealth Advisory, LLC5,433$251K0.17%new13F-HRTimeline
CPR Investments Inc.5,247$242K0.16%new13F-HRTimeline
Aurora Private Wealth, Inc.4,566$237K0.17%013F-HRTimeline
JBR Co Financial Management Inc4,561$237K0.1%013F-HRTimeline
Peterson Wealth Advisors, LLC4,867$225K0.03%013F-HRTimeline
Sigma Planning Corp4,728$218K0.01%-10,06313F-HRTimeline
Accel Wealth Management4,713$218K0.06%new13F-HRTimeline
PINNACLE ASSOCIATES LTD4,550$210K<0.01%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…4,550$210K0.01%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,535$209K<0.01%new13F-HRTimelineGroup
Cottage Street Advisors LLC4,514$208K0.09%013F-HRTimeline
Kingsview Wealth Management, LLC4,421$204K<0.01%new13F-HRTimeline
MAI Capital Management4,036$186K<0.01%+13613F-HRTimeline
Sound Income Strategies, LLC3,134$147K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…3,163$146K<0.01%+1813F-HRTimeline
Golden State Wealth Management, LLC2,700$125K0.01%-38213F-HRTimeline
AE Wealth Management LLC2,669$123K<0.01%-16813F-HRTimeline
Front Row Advisors LLC1,565$72.2K0.02%013F-HRTimeline
Richardson Capital Management LLC1,546$71.4K0.03%+1,08013F-HRTimeline
IFP Advisors, Inc1,452$67K<0.01%+213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,410$65.1K<0.01%+1,17013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,388$64.1K<0.01%013F-HRTimelineGroup
Graney & King, LLC1,159$53.5K0.03%013F-HRTimeline
CoreCap Advisors, LLC1,080$49.9K<0.01%+1513F-HRTimeline
New England Capital Financial Advisors …1,077$49.7K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,059$48.9K<0.01%+7913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,045$48.2K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1,030$47.6K<0.01%-19113F-HRTimelineGroup
Medallion Wealth Advisors, LLC825$38.1K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.800$37K0.01%013F-HRTimeline
Advisory Services Network, LLC792$36.6K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC787$36.3K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.770$35.5K<0.01%+62613F-HRTimeline
Farther Finance Advisors, LLC724$33.9K<0.01%-18313F-HRTimeline
Community Bank, N.A.705$32.5K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.653$30.1K0.02%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…514$23.7K<0.01%new13F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC507$23.4K0.01%013F-HRTimeline
Manchester Capital Management LLC500$23.1K<0.01%new13F-HRTimeline
BFSG, LLC500$23.1K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.425$19.6K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…420$19.4K<0.01%-20013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd409$18.9K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC400$18.5K<0.01%+23013F-HRTimeline
Asset Dedication, LLC372$17.2K<0.01%013F-HRTimeline
Dunhill Financial, LLC303$14K<0.01%-7413F-HRTimeline
Gen-Wealth Partners Inc301$13.9K<0.01%+7013F-HRTimeline
Fourth Dimension Wealth, LLC300$13.8K0.01%013F-HRTimeline
Rossby Financial, LCC277$13K<0.01%013F-HRTimeline
TD Capital Management LLC275$12.7K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC250$12K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust258$11.9K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA258$11.9K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…245$11.3K<0.01%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…237$11K<0.01%-76213F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.229$10.6K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.225$10.4K0.01%013F-HRTimeline
American Capital Advisory, LLC200$9.23K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC200$9.23K<0.01%+6713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC196$9.05K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…181$8.38K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP155$7.16K<0.01%013F-HRTimeline
Coston, McIsaac & Partners162$7K<0.01%013F-HRTimeline
Accordant Advisory Group Inc151$6.97K<0.01%-113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…150$6.92K<0.01%-3813F-HRTimeline
Financial Network Wealth Advisors LLC132$6.09K0.01%+8813F-HRTimeline
Aptus Capital Advisors, LLC120$5.54K<0.01%+2213F-HRTimeline
Kiker Wealth Management, LLC113$5.22K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc108$5K<0.01%013F-HRTimeline
Triumph Capital Management90$4.15K<0.01%013F-HRTimeline
Clearstead Advisors, LLC62$2.88K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…60$2.77K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV54$2.49K<0.01%-1,32513F-HRTimeline
Bernard Wealth Management Corp.50$2.31K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC49$2.26K<0.01%-7413F-HRTimeline
SIMPLEX TRADING, LLC48$2.21K<0.01%-20213F-HRTimeline
Game Plan Financial Advisors, LLC25$1.15K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC15$692<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…10$464<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC5$231<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1$46<0.01%013F-HRTimeline
Activest Wealth Management0$00%-1,30013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.