Robo Global Robotics and AutROBOETF
13F holders, Q1 2025 (March 31)212holders −8
21new positions
32sold out
3famous investors
$51.59avg. 13F price*
At the end of Q1 2025, 212 institutions reported holding Robo Global Robotics and Aut (ROBO) in their 13F filings, down 8 from Q4 2024. 21 opened new positions and 32 sold out. The largest holders were UBS Group AG ($43.1M), Morgan Stanley ($26.8M) and Obsidian Cio, LLC ($16.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management'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 (Q1 2025)
- CUSIP
- 301505707
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $11.4M |
| Exits | 32 | $6.2M |
All 13F filers, Q4 2024 → Q1 2025: 378,597 shares bought and 539,678 shares sold, net −161,081 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 212 holders
| UBS Group AG | 0.01% | Reduce -7.0% | 836,332 | $43.1M |
| Morgan Stanley | 0.00% | Reduce -5.2% | 520,036 | $26.8M |
| Obsidian Cio, LLC | 2.72% | Add +4.4% | 325,139 | $16.7M |
| LPL Financial LLC | 0.01% | Reduce -0.7% | 288,852 | $14.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.9% | 210,280 | $10.8M |
| Gray Foundation | 3.29% | No change | 205,000 | $10.6M |
| Biltmore Family Office, LLC | 1.79% | Reduce -1.0% | 203,509 | $10.5M |
| Corient Private Wealth LP | 0.02% | Reduce -1.9% | 193,685 | $10.0M |
| Royal Bank of Canada | 0.00% | Reduce -1.7% | 155,206 | $8.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.2% | 142,029 | $7.3M |
| Principal Securities, Inc. | 0.13% | Add +1.1% | 100,568 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.6% | 105,479 | $5.4M |
| Flow Traders U.S. LLC | 0.22% | Add +30.3% | 103,421 | $5.3M |
| Carmel Capital Management L.L.C. | 2.05% | Add +0.3% | 97,965 | $5.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.7% | 95,964 | $4.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.8% | 91,069 | $4.7M |
| NTV Asset Management LLC | 0.62% | Add +27.3% | 90,910 | $4.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.5% | 82,871 | $4.3M |
| National Bank of Canada | 0.00% | Add +34.5% | 78,107 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.2% | 75,890 | $3.9M |
| Crestwood Advisors Group, LLC | 0.06% | Add +11.1% | 61,751 | $3.2M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -4.0% | 61,039 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.1% | 59,170 | $3.0M |
| Cetera Investment Advisers | 0.01% | Add +2.9% | 58,997 | $3.0M |
| Primoris Wealth Advisors, LLC | 2.14% | New | 53,700 | $2.8M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -0.1% | 49,297 | $2.5M |
| RPG Investment Advisory, LLC | 0.18% | Add +86.2% | 48,637 | $2.5M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -44.3% | 48,119 | $2.5M |
| Manufacturers Life Insurance Company, The | 0.00% | New | 43,500 | $2.2M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -5.8% | 42,736 | $2.2M |
| Citigroup Inc. | 0.00% | Reduce -11.5% | 42,544 | $2.2M |
| Humankind Investments LLC | 0.55% | No change | 41,500 | $2.1M |
| Citadel Advisors | 0.00% | Add +90.2% | 39,808 | $2.1M |
| Pacific Sun Financial Corp | 1.13% | Reduce -3.0% | 38,494 | $2.0M |
| Focus Partners Wealth | 0.00% | Reduce -1.2% | 36,893 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +6.6% | 25,251 | $1.3M |
| Bank Ozk | 0.52% | No change | 24,283 | $1.3M |
| Prudential PLC | 0.01% | Add +38.4% | 24,140 | $1.2M |
| Main Street Financial Solutions, LLC | 0.10% | Add +0.5% | 21,950 | $1.1M |
| Hancock Prospecting Pty Ltd | 0.04% | No change | 21,793 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +0.0% | 21,411 | $1.1M |
| Geneos Wealth Management Inc. | 0.04% | Add +8.2% | 21,225 | $1.1M |
| Curbstone Financial Management Corp | 0.23% | Reduce -0.2% | 20,780 | $1.1M |
| Burke & Herbert Bank & Trust Co. | 0.22% | Reduce -1.2% | 18,076 | $931K |
| Solutions 4 Wealth, Ltd | 1.59% | No change | 17,474 | $900K |
| Private Advisor Group, LLC | 0.01% | New | 17,065 | $879K |
| Advisor Resource Council | 0.07% | New | 15,825 | $815K |
| HighTower Advisors, LLC | 0.00% | Add +4.7% | 15,731 | $810K |
| Prime Capital Investment Advisors, LLC | 0.01% | New | 15,585 | $803K |
| SPC Financial, Inc. | 0.07% | Add +4.1% | 15,584 | $803K |
| Brookwood Investment Group LLC | 0.14% | — | 15,265 | $786K |
| Clay Northam Wealth Management, LLC | 0.54% | Add +0.2% | 15,038 | $774K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.07% | Add +3.0% | 14,314 | $737K |
| Rockefeller Capital Management L.P. | 0.00% | New | 13,688 | $705K |
| MML Investors Services, LLC | 0.00% | Reduce -2.7% | 13,601 | $700K |
| Creative Planning | 0.00% | Add +6.9% | 13,272 | $684K |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.8% | 13,042 | $672K |
| Jane Street Group, LLC | 0.00% | New | 13,011 | $670K |
| Bessemer Group Inc. | 0.00% | No change | 12,940 | $666K |
| Millennium Management | 0.00% | New | 12,754 | $657K |
| Equitable Holdings, Inc. | 0.01% | Reduce -5.2% | 12,651 | $652K |
| Caprock Group, LLC | 0.02% | Reduce -1.8% | 11,586 | $597K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.5% | 11,259 | $580K |
| Susquehanna International Group, LLP | 0.00% | Reduce -83.7% | 11,203 | $577K |
| James J. Burns & Company, LLC | 0.10% | Add +8.8% | 10,572 | $544K |
| IHT Wealth Management, LLC | 0.02% | Add +1.1% | 10,256 | $528K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.1% | 10,201 | $525K |
| SOL Capital Management CO | 0.05% | Reduce -28.8% | 9,660 | $497K |
| Spire Wealth Management | 0.02% | Reduce -8.6% | 9,531 | $491K |
| Joel Isaacson & Co., LLC | 0.02% | Reduce -1.1% | 9,401 | $484K |
| Scotia Capital Inc. | 0.00% | Add +3.6% | 9,374 | $483K |
| Certuity, LLC | 0.05% | Add +0.4% | 9,302 | $479K |
| Objectivity Squared, LLC | 0.39% | No change | 9,674 | $460K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -1.2% | 8,558 | $441K |
| Silverleafe Capital Partners, LLC | 0.14% | Reduce -87.2% | 8,131 | $419K |
| Old Mission Capital LLC | 0.01% | Reduce -78.1% | 8,030 | $414K |
| Thrivent Financial for Lutherans | 0.00% | No change | 7,035 | $410K |
| Greenwich Wealth Management LLC | 0.03% | No change | 7,939 | $409K |
| FMR LLC | 0.00% | Add +4.8% | 7,902 | $407K |
| Bank of America Corp. | 0.00% | Reduce -5.5% | 7,669 | $395K |
| Aspiring Ventures, LLC | 0.23% | New | 7,500 | $393K |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.9% | 7,503 | $386K |
| D. E. Shaw & Co. | 0.00% | Reduce -3.9% | 7,358 | $379K |
| BFI Infinity Ltd. | 0.40% | Reduce -90.3% | 7,277 | $375K |
| Creekside Partners | 0.19% | No change | 7,110 | $366K |
| Financial Freedom, LLC | 0.21% | Reduce -14.0% | 6,997 | $360K |
| Vontobel Holding Ltd. | 0.00% | Reduce -3.8% | 6,485 | $334K |
| NewEdge Advisors, LLC | 0.00% | Add +593.3% | 6,441 | $332K |
| USAdvisors Wealth Management, LLC | 0.11% | Reduce -47.0% | 6,402 | $329K |
| Avior Wealth Management, LLC | 0.01% | Reduce -24.7% | 6,100 | $314K |
| Wells Fargo & Company | 0.00% | Reduce -46.2% | 6,016 | $310K |
| Wedmont Private Capital | 0.02% | New | 6,400 | $304K |
| Blair William & Co. | 0.00% | Add +11.7% | 5,898 | $304K |
| AlTi Global, Inc. | 0.01% | No change | 5,665 | $292K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 5,500 | $283K |
| Key Client Fiduciary Advisors, LLC | 0.13% | No change | 5,370 | $277K |
| Mutual Advisors, LLC | 0.01% | Reduce -5.8% | 5,426 | $274K |
| CHICAGO TRUST Co NA | 0.05% | No change | 5,300 | $273K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -8.2% | 5,242 | $270K |
| Fort Sheridan Advisors LLC | 0.04% | No change | 5,222 | $269K |
"% 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.