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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions21$11.4M
Exits32$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
First Foundation Advisors 0.01% Reduce -16.8% 5,211 $268K
Citizens Financial Group Inc. 0.01% No change 5,102 $263K
Cahill Financial Advisors Inc. 0.04% No change 5,078 $262K
Cerity Partners LLC 0.00% New 4,961 $255K
Comerica Bank 0.00% Reduce -4.9% 4,813 $248K
Barclays PLC 0.00% No change 4,612 $238K
Johnson Investment Counsel Inc. 0.00% No change 4,596 $237K
Ellis Investment Partners, LLC 0.05% Reduce -10.4% 4,540 $234K
Comprehensive Financial Consultants Institutional, Inc. 0.08% Reduce -43.1% 4,506 $232K
Harbour Investments, Inc. 0.01% Add +83.7% 4,380 $226K
North Star Investment Management Corp. 0.02% No change 4,350 $224K
Financial Advocates Investment Management 0.02% Add +17.6% 4,286 $221K
Ethos Financial Group, LLC 0.02% New 4,237 $218K
Great Valley Advisor Group, Inc. 0.00% Reduce -75.0% 4,212 $217K
American Institute for Advanced Investment Management, LLP 0.17% New 4,198 $216K
HRT Financial LP 0.00% Reduce -18.8% 4,190 $215K
Cresset Asset Management, LLC 0.00% Reduce -45.8% 4,166 $215K
Matauro, LLC 0.04% Add +0.5% 4,110 $212K
Mission Financial Group, LLC 0.19% — 3,078 $211K
Truist Financial Corp. 0.00% New 3,947 $203K
Mariner, LLC 0.00% New 3,925 $202K
Summit Asset Management, LLC 0.03% No change 3,900 $201K
Farther Finance Advisors, LLC 0.01% Reduce -20.1% 3,789 $195K
Cwm, LLC 0.00% Reduce -0.3% 3,609 $186K
Winch Advisory Services, LLC 0.05% Reduce -2.9% 3,438 $177K
Wilmington Savings Fund Society, FSB 0.00% No change 3,406 $175K
PNC Financial Services Group, Inc. 0.00% Reduce -14.4% 3,393 $175K
Ssa Swiss Advisors AG 0.09% — 3,230 $166K
Blue Trust, Inc. 0.00% No change 2,988 $154K
Steward Partners Investment Advisory, LLC 0.00% Reduce -11.4% 2,628 $135K
TD Waterhouse Canada Inc. 0.00% No change 2,620 $135K
Manchester Capital Management LLC 0.02% No change 2,600 $134K
AdvisorNet Financial, Inc 0.01% Reduce -72.2% 2,351 $121K
US Bancorp \de 0.00% Add +34.5% 2,338 $120K
Banque Transatlantique SA 0.00% Reduce -11.5% 2,044 $105K
Federation des caisses Desjardins du Quebec 0.00% Add +23.9% 1,915 $99K
Innovative Advisory Group, LLC 0.09% Reduce -1.0% 1,894 $98K
BNP Paribas Financial Markets 0.00% Add +2.0% 1,606 $83K
JPMorgan Chase & Co. 0.00% Reduce -36.4% 1,577 $81K
Creekmur Asset Management LLC 0.02% No change 1,543 $79K
MAI Capital Management 0.00% Reduce -1.8% 1,290 $66K
Physician Wealth Advisors, Inc. 0.01% No change 1,250 $64K
Solstein Capital, LLC 0.04% No change 1,175 $61K
CENTRAL TRUST Co 0.00% Add +7.5% 1,075 $55K
Evermay Wealth Management LLC 0.01% No change 1,010 $52K
McIlrath & Eck, LLC 0.01% Add +0.6% 960 $49K
IFP Advisors, Inc 0.00% Reduce -34.6% 936 $48K
Pittenger & Anderson Inc. 0.00% No change 875 $45K
Bartlett & Co. Wealth Management LLC 0.00% No change 800 $41K
SBI Securities Co., Ltd. 0.00% Add +8.7% 740 $38K
Noble Wealth Management PBC 0.02% Add +106.1% 680 $35K
PFS Partners, LLC 0.02% No change 600 $31K
Quintet Private Bank (Europe) S.A. 0.00% Reduce -68.4% 600 $31K
Atlas Capital Advisors Inc. 0.00% New 556 $29K
Bellevue Asset Management, LLC 0.01% No change 517 $27K
Fortis Group Advisors, LLC 0.01% No change 502 $26K
GoalVest Advisory LLC 0.01% No change 491 $25K
Allworth Financial LP 0.00% Add +3.5% 415 $21K
Kimelman & Baird, LLC 0.00% No change 401 $21K
Arax Advisory Partners 0.00% No change 380 $20K
Simplex Trading, LLC 0.00% Add +152.0% 383 $19K
LFA - Lugano Financial Advisors SA 0.01% No change 360 $19K
Toth Financial Advisory Corp. 0.00% No change 360 $19K
Bank of New Hampshire 0.00% Reduce -20.0% 340 $18K
Costello Asset Management, INC 0.01% New 325 $17K
Cranbrook Wealth Management, LLC 0.00% No change 323 $17K
TOWER TRUST & INVESTMENT Co 0.01% — 325 $17K
Park Square Financial Group, LLC 0.01% No change 319 $16K
Larson Financial Group LLC 0.00% Add +89.9% 300 $15K
Elevation Wealth Partners, LLC 0.01% No change 300 $15K
Synergy Investment Management, LLC 0.01% No change 300 $15K
Union Bancaire Privee, UBP SA 0.00% Reduce -66.7% 233 $12K
Cedar Mountain Advisors, LLC 0.00% Add +427.5% 211 $11K
CIBC Private Wealth Group LLC 0.00% No change 247 $11K
Valley National Advisers Inc. 0.00% Reduce -61.2% 210 $10K
Capital Analysts, LLC 0.00% Reduce -21.9% 200 $10K
Flagship Wealth Advisors, LLC 0.00% No change 188 $10K
Coldstream Capital Management Inc. 0.00% New 185 $10K
Group One Trading LLC 0.00% No change 163 $8K
NFSG Corp 0.00% No change 151 $8K
Pacifica Partners Inc. 0.00% No change 158 $8K
Signaturefd, LLC 0.00% Add +61.2% 137 $7K
Washington Trust Advisors, Inc. 0.00% No change 136 $7K
WASHINGTON TRUST Co 0.00% Reduce -54.2% 136 $7K
Anfield Capital Management, LLC 0.00% No change 133 $7K
Wolff Wiese Magana LLC 0.00% No change 125 $6K
Sandy Spring Bank 0.00% No change 123 $6K
Brown, Lisle/Cummings, Inc. 0.00% No change 117 $6K
Wiser Advisor Group LLC 0.01% Reduce -96.6% 106 $5K
GPS Wealth Strategies Group, LLC 0.00% New 102 $5K
Westside Investment Management, Inc. 0.00% No change 100 $5K
Crews Bank & Trust 0.00% No change 100 $5K
Sound Income Strategies, LLC 0.00% No change 100 $5K
Russell Investments Group, Ltd. 0.00% New 96 $5K
Trust Co 0.00% No change 80 $4K
Fourth Dimension Wealth, LLC 0.00% No change 64 $3K
Glen Eagle Advisors, LLC 0.00% No change 60 $3K
CoreCap Advisors, LLC 0.00% No change 60 $3K
Nova Wealth Management, Inc. 0.00% Reduce -45.6% 50 $3K
Anchor Investment Management, LLC 0.00% No change 50 $3K
FSA Wealth Management LLC 0.00% No change 44 $2K
Vermillion & White Wealth Management Group, LLC 0.00% No change 34 $2K
Clearstead Advisors, LLC 0.00% No change 32 $2K
Glassman Wealth Services 0.00% No change 30 $2K
Pension & Wealth Management Advisors, Inc. 0.00% No change 20 $1K
Lanark Financial, Inc. 0.00% — 37 $1K
Blue Bell Private Wealth Management, LLC 0.00% No change 15 $773
Tompkins Financial Corp. 0.00% No change 10 $515
Creative Financial Designs Inc. 0.00% No change 5 $258
Continuum Advisory, LLC 0.00% New 2 $103
Main Street Group, LTD 0.00% No change 2 $103
St. Johns Investment Management Company, LLC 0.00% No change 1 $33

"% 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.