Robo Global Robotics and AutROBOETF

13F holders, Q2 2026 (June 30)
321holders +54
67new positions
16sold out
3famous investors
$85.60avg. 13F price*

At the end of Q2 2026, 321 institutions reported holding Robo Global Robotics and Aut (ROBO) in their 13F filings, up 54 from Q1 2026. 67 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($76.7M), UBS Group AG ($75.2M) and Northwestern Mutual Wealth Management Co. ($41.1M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Robo Global Robotics and Aut
Filed as
EXCHANGE TRADED CONCEPTS TRU (Q2 2026)
CUSIP
301505707
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 228Q1 2024Q2 2024: 221Q2 2024Q3 2024: 218Q3 2024Q4 2024: 220Q4 2024Q1 2025: 212Q1 2025Q2 2025: 211Q2 2025Q3 2025: 224Q3 2025Q4 2025: 249Q4 2025Q1 2026: 267Q1 2026Q2 2026: 321Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions67$26.0M
Exits16$12.8M

All 13F filers, Q1 2026 → Q2 2026: 1,187,495 shares bought and 683,678 shares sold, net +503,817 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 321 holders

Morgan Stanley 0.00% Add +18.3% 895,257 $76.7M
UBS Group AG 0.01% Add +3.5% 878,150 $75.2M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -1.1% 480,227 $41.1M
Annex Advisory Services, LLC 0.58% Reduce -46.0% 399,979 $34.3M
LPL Financial LLC 0.01% Add +16.8% 391,443 $33.5M
Raymond James Financial Inc. 0.01% Add +5.7% 265,418 $22.7M
Ameriprise Financial Inc. 0.00% Add +130.0% 262,465 $22.5M
Royal Bank of Canada 0.00% Add +10.5% 223,445 $19.1M
Armstrong Advisory Group, Inc. 1.13% Add +3075.9% 217,296 $18.6M
Gray Foundation 3.87% No change 205,000 $17.6M
Biltmore Family Office, LLC 2.28% Reduce -0.4% 202,125 $17.3M
MinichMacGregor Wealth Management, LLC 2.28% Reduce -4.1% 175,324 $15.0M
Corient Private Wealth LP 0.02% Reduce -4.2% 173,193 $14.8M
Carmel Capital Management L.L.C. 1.89% Add +1.6% 100,490 $8.6M
NTV Asset Management LLC 0.79% Add +8.4% 94,395 $8.1M
Commonwealth Equity Services, LLC 0.01% Add +2.2% 81,419 $7.0M
Crestwood Advisors Group, LLC 0.10% Reduce -0.2% 79,742 $6.8M
National Bank of Canada 0.01% Add +1.9% 76,964 $6.6M
Principal Securities, Inc. 0.08% Add +1.7% 73,646 $6.3M
Osaic Holdings, Inc. 0.01% Add +15.2% 72,965 $6.3M
Black Swift Group, LLC 0.89% Add +10.7% 71,460 $6.1M
Stifel Financial Corp. 0.00% Add +19.0% 68,412 $5.9M
Cetera Investment Advisers 0.01% Add +7.7% 64,536 $5.5M
Allianz Asset Management GmbH 0.00% New 61,382 $5.3M
Stratos Wealth Partners, LTD. 0.05% Reduce -0.6% 57,794 $5.0M
Mercer Global Advisors Inc. 0.01% Reduce -4.2% 52,295 $4.5M
Federation des caisses Desjardins du Quebec 0.01% Add +2223.4% 51,464 $4.4M
SG Americas Securities, LLC 0.00% No change 50,002 $4.3M
BIP Wealth, LLC 0.12% Add +2.3% 49,257 $4.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -9.0% 48,465 $4.2M
Pinnacle Associates Ltd. 0.04% Add +4.1% 47,623 $4.1M
Quadcap Wealth Management, LLC 0.36% Reduce -20.0% 42,826 $3.7M
Citigroup Inc. 0.00% Add +0.7% 42,654 $3.7M
Rockefeller Capital Management L.P. 0.01% Add +12.1% 41,456 $3.6M
Eagle Strategies LLC 0.35% Add +3.4% 41,306 $3.5M
Pacific Sun Financial Corp 1.32% Reduce -0.7% 37,436 $3.2M
Rainier Family Wealth Inc. 1.81% Add +12.1% 37,150 $3.2M
Invera Wealth Advisors, LLC 1.67% Add +49.0% 36,306 $3.1M
Focus Partners Wealth 0.00% Reduce -1.7% 35,488 $3.0M
Beacon Pointe Advisors, LLC 0.01% Reduce -2.2% 32,069 $2.7M
Envestnet Asset Management Inc. 0.00% Add +3.8% 31,324 $2.7M
Hyposwiss Advisors SA 2.52% Reduce -10.6% 31,006 $2.7M
Flow Traders U.S. LLC 0.11% Reduce -54.7% 30,462 $2.6M
OneDigital Investment Advisors LLC 0.02% Reduce -1.2% 29,730 $2.5M
Kestra Advisory Services, LLC 0.01% Add +2.9% 29,661 $2.5M
Summit Financial, LLC 0.03% Reduce -1.6% 28,724 $2.5M
Anson Capital, Inc. 1.59% Add +771.1% 28,608 $2.5M
Moneco Advisors, LLC 0.15% Add +1.1% 28,106 $2.4M
Bank of America Corp. 0.00% Add +196.6% 27,321 $2.3M
Blair William & Co. 0.01% Add +108.9% 26,007 $2.2M
TRUE Private Wealth Advisors 0.19% Reduce -1.9% 25,976 $2.2M
Steward Partners Investment Advisory, LLC 0.01% Add +397.4% 25,458 $2.2M
Curbstone Financial Management Corp 0.37% Add +0.2% 25,206 $2.2M
Bank Ozk 0.60% Reduce -0.1% 23,732 $2.0M
Moneta Group Investment Advisors LLC 0.01% New 23,360 $2.0M
HighTower Advisors, LLC 0.00% Add +5.7% 23,266 $2.0M
Advisory Services Network, LLC 0.02% Add +6.7% 22,534 $1.9M
Captrust Financial Advisors 0.00% Add +23.6% 21,811 $1.9M
Hancock Prospecting Pty Ltd 0.03% No change 21,793 $1.9M
Geneos Wealth Management Inc. 0.04% No change 21,225 $1.8M
Solutions 4 Wealth, Ltd 2.33% Add +0.0% 21,030 $1.8M
Main Street Financial Solutions, LLC 0.11% Reduce -1.5% 20,513 $1.8M
Private Advisor Group, LLC 0.01% Add +86.5% 19,629 $1.7M
Equitable Holdings, Inc. 0.01% Add +40.6% 19,038 $1.6M
Stegent Equity Advisors, Inc. 1.16% New 18,923 $1.6M
Fortis Group Advisors, LLC 0.26% Reduce -0.1% 18,691 $1.6M
RPG Investment Advisory, LLC 0.16% Reduce -7.5% 17,739 $1.5M
Oppenheimer & Co. Inc. 0.02% Reduce -1.4% 17,705 $1.5M
VVR Holdings LLC 0.62% Add +65.8% 16,857 $1.4M
Generation Capital Management LLC 0.84% New 15,900 $1.4M
Creative Planning 0.00% Add +4.8% 15,072 $1.3M
Arax Advisory Partners 0.01% Reduce -1.4% 14,345 $1.2M
MML Investors Services, LLC 0.00% Add +43.1% 13,800 $1.2M
Sumitomo Mitsui Financial Group, Inc. 0.02% New 13,689 $1.2M
Prudential PLC 0.01% New 13,453 $1.2M
WCG Wealth Advisors LLC 0.03% Add +7.1% 13,045 $1.1M
Bank of New York Mellon Corp 0.00% Add +0.0% 13,002 $1.1M
FMR LLC 0.00% Add +17.7% 13,001 $1.1M
Bessemer Group Inc. 0.00% No change 12,940 $1.1M
Clay Northam Wealth Management, LLC 0.53% Reduce -6.0% 12,483 $1.1M
James J. Burns & Company, LLC 0.12% Add +3.0% 12,395 $1.1M
Scotia Capital Inc. 0.00% Add +1.2% 12,296 $1.1M
TD Waterhouse Canada Inc. 0.00% Reduce -0.2% 12,103 $1.0M
Millennium Management 0.00% Reduce -32.5% 11,530 $988K
Cerity Partners LLC 0.00% Reduce -10.5% 11,349 $972K
Brookstone Capital Management 0.01% Add +30.5% 11,322 $970K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +2.9% 10,369 $888K
Spire Wealth Management 0.03% Add +7.5% 9,858 $844K
IHT Wealth Management, LLC 0.02% Reduce -22.6% 9,779 $838K
Objectivity Squared, LLC 0.47% No change 9,715 $832K
Cibc World Market Inc. 0.00% Add +21.8% 9,636 $825K
Citadel Advisors 0.00% Reduce -42.1% 9,633 $825K
Wealth Enhancement Advisory Services, LLC 0.00% Add +37.4% 9,493 $788K
Tidal Investments LLC 0.00% New 8,696 $745K
Prosperity Consulting Group, LLC 0.03% Reduce -1.7% 8,655 $741K
World Investment Advisors 0.01% Reduce -1.1% 10,362 $709K
NewEdge Advisors, LLC 0.00% Add +2.2% 7,998 $685K
Greenwich Wealth Management LLC 0.02% No change 7,939 $680K
Joel Isaacson & Co., LLC 0.02% No change 7,929 $679K
Peapack Gladstone Financial Corp. 0.01% No change 7,759 $665K

"% of holder's portfolio" is ROBO's weight in each manager's 13F, not the share of Robo Global Robotics and Aut the manager owns.

Show all 321 holders