Robo Global Robotics and AutROBOETF
13F holders, Q4 2024 (December 31)220holders +2
15new positions
25sold out
2famous investors
$56.26avg. 13F price*
At the end of Q4 2024, 220 institutions reported holding Robo Global Robotics and Aut (ROBO) in their 13F filings, up 2 from Q3 2024. 15 opened new positions and 25 sold out. The largest holders were UBS Group AG ($50.6M), Morgan Stanley ($30.8M) and Obsidian Cio, LLC ($17.5M). 2 famous investors held it, including 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 (Q4 2024)
- CUSIP
- 301505707
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $4.1M |
| Exits | 25 | $17.4M |
All 13F filers, Q3 2024 → Q4 2024: 173,363 shares bought and 752,881 shares sold, net −579,518 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 220 holders
| UBS Group AG | 0.01% | Reduce -2.0% | 899,269 | $50.6M |
| Morgan Stanley | 0.00% | Reduce -7.9% | 548,310 | $30.8M |
| Obsidian Cio, LLC | 3.20% | Add +8.5% | 311,370 | $17.5M |
| LPL Financial LLC | 0.01% | Reduce -0.5% | 290,887 | $16.4M |
| Raymond James Financial Inc. | 0.00% | — | 214,392 | $12.1M |
| Biltmore Family Office, LLC | 1.94% | Reduce -2.1% | 205,577 | $11.6M |
| Gray Foundation | 3.29% | No change | 205,000 | $11.5M |
| Corient Private Wealth LP | 0.02% | Add +2.9% | 197,537 | $11.1M |
| Royal Bank of Canada | 0.00% | Reduce -5.6% | 157,883 | $8.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.2% | 142,295 | $8.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.4% | 106,095 | $6.0M |
| Principal Securities, Inc. | 0.13% | Reduce -9.9% | 99,447 | $5.6M |
| Carmel Capital Management L.L.C. | 2.08% | Reduce -0.3% | 97,715 | $5.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.5% | 96,680 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.8% | 89,488 | $5.0M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -31.1% | 86,417 | $4.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -7.0% | 82,423 | $4.6M |
| Flow Traders U.S. LLC | 0.18% | Reduce -4.8% | 79,366 | $4.5M |
| BFI Infinity Ltd. | 4.60% | — | 75,385 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.7% | 74,235 | $4.2M |
| NTV Asset Management LLC | 0.53% | Reduce -6.9% | 71,395 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -15.2% | 68,572 | $3.9M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -1.9% | 63,574 | $3.6M |
| Silverleafe Capital Partners, LLC | 1.13% | Add +5.0% | 63,289 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.5% | 59,798 | $3.4M |
| National Bank of Canada | 0.00% | Add +9.6% | 58,053 | $3.3M |
| Cetera Investment Advisers | 0.01% | Reduce -0.3% | 57,331 | $3.2M |
| Crestwood Advisors Group, LLC | 0.06% | Reduce -0.7% | 55,607 | $3.1M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -11.4% | 49,373 | $2.8M |
| Citigroup Inc. | 0.00% | Reduce -18.6% | 48,057 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -1.7% | 45,392 | $2.6M |
| Humankind Investments LLC | 0.59% | No change | 41,500 | $2.3M |
| Pacific Sun Financial Corp | 1.22% | Reduce -1.5% | 39,691 | $2.2M |
| Focus Partners Wealth | 0.01% | Add +353.6% | 37,339 | $2.1M |
| Old Mission Capital LLC | 0.05% | New | 36,633 | $2.1M |
| RPG Investment Advisory, LLC | 0.20% | Add +1.5% | 26,119 | $1.5M |
| Bank Ozk | 0.57% | Reduce -1.6% | 24,283 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -57.7% | 23,689 | $1.3M |
| Main Street Financial Solutions, LLC | 0.12% | Reduce -1.0% | 21,850 | $1.2M |
| Hancock Prospecting Pty Ltd | 0.09% | — | 21,793 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -77.2% | 21,409 | $1.2M |
| Citadel Advisors | 0.00% | Add +8.0% | 20,927 | $1.2M |
| Curbstone Financial Management Corp | 0.25% | No change | 20,830 | $1.2M |
| Geneos Wealth Management Inc. | 0.04% | No change | 19,609 | $1.1M |
| Burke & Herbert Bank & Trust Co. | 0.24% | No change | 18,301 | $1.0M |
| Independent Advisor Alliance | 0.01% | New | 17,590 | $990K |
| Solutions 4 Wealth, Ltd | 1.78% | Add +0.4% | 17,474 | $983K |
| Prudential PLC | 0.01% | Add +70.3% | 17,440 | $981K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -26.9% | 16,867 | $949K |
| Spirepoint Private Client, LLC | 0.11% | Reduce -2.8% | 16,089 | $905K |
| Clay Northam Wealth Management, LLC | 0.55% | Reduce -5.5% | 15,008 | $846K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.5% | 15,027 | $845K |
| SPC Financial, Inc. | 0.07% | Add +0.3% | 14,976 | $843K |
| MML Investors Services, LLC | 0.00% | Add +1.1% | 13,980 | $786K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.07% | Reduce -3.7% | 13,898 | $782K |
| SOL Capital Management CO | 0.09% | Reduce -19.1% | 13,564 | $763K |
| Equitable Holdings, Inc. | 0.01% | Reduce -11.0% | 13,341 | $751K |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.1% | 13,279 | $747K |
| Bessemer Group Inc. | 0.00% | No change | 12,940 | $728K |
| Creative Planning | 0.00% | Reduce -2.1% | 12,413 | $698K |
| USAdvisors Wealth Management, LLC | 0.22% | Reduce -71.7% | 12,079 | $679K |
| Caprock Group, LLC | 0.02% | Reduce -13.9% | 11,799 | $664K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -19.8% | 11,316 | $637K |
| Wells Fargo & Company | 0.00% | Add +2164.0% | 11,184 | $629K |
| Spire Wealth Management | 0.02% | Reduce -6.0% | 10,429 | $587K |
| IHT Wealth Management, LLC | 0.02% | Reduce -20.9% | 10,148 | $571K |
| Oppenheimer & Co. Inc. | 0.01% | Add +6.7% | 9,991 | $562K |
| James J. Burns & Company, LLC | 0.09% | Add +7.2% | 9,717 | $546K |
| Objectivity Squared, LLC | 0.38% | Add +0.6% | 9,674 | $544K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.5% | 9,501 | $535K |
| Certuity, LLC | 0.06% | New | 9,266 | $521K |
| Scotia Capital Inc. | 0.00% | Add +10.9% | 9,051 | $509K |
| Prosperity Consulting Group, LLC | 0.04% | Add +15.7% | 8,658 | $487K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -16.2% | 8,443 | $475K |
| Financial Freedom, LLC | 0.24% | Reduce -1.1% | 8,132 | $457K |
| Bank of America Corp. | 0.00% | Reduce -4.7% | 8,119 | $457K |
| Avior Wealth Management, LLC | 0.02% | Reduce -14.8% | 8,100 | $456K |
| Greenwich Wealth Management LLC | 0.03% | No change | 7,939 | $447K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.16% | Reduce -16.2% | 7,914 | $445K |
| Baird Financial Group, Inc. | 0.00% | Reduce -18.7% | 7,891 | $444K |
| Sfmg, LLC | 0.03% | Reduce -36.4% | 7,701 | $433K |
| Cresset Asset Management, LLC | 0.00% | Add +82.5% | 7,685 | $432K |
| D. E. Shaw & Co. | 0.00% | Reduce -8.4% | 7,658 | $431K |
| FMR LLC | 0.00% | Add +6.1% | 7,541 | $424K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.8% | 7,035 | $410K |
| Means Investment Co., Inc. | 0.04% | Reduce -11.2% | 7,159 | $403K |
| Creekside Partners | 0.21% | Reduce -1.4% | 7,110 | $400K |
| Vontobel Holding Ltd. | 0.00% | No change | 6,740 | $379K |
| Fiduciary Alliance LLC | 0.04% | Add +1.0% | 6,511 | $366K |
| EP Wealth Advisors, LLC | 0.00% | Add +8.8% | 6,336 | $356K |
| First Foundation Advisors | 0.01% | No change | 6,261 | $352K |
| Mutual Advisors, LLC | 0.01% | Add +0.8% | 5,761 | $331K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -41.3% | 5,709 | $322K |
| AlTi Global, Inc. | 0.01% | No change | 5,665 | $319K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 5,500 | $309K |
| Key Client Fiduciary Advisors, LLC | 0.14% | No change | 5,370 | $302K |
| CHICAGO TRUST Co NA | 0.06% | No change | 5,300 | $298K |
| Blair William & Co. | 0.00% | No change | 5,282 | $297K |
| Fort Sheridan Advisors LLC | 0.04% | No change | 5,222 | $294K |
| HRT Financial LP | 0.00% | New | 5,159 | $290K |
"% 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.