Robo Global Robotics and AutROBOETF
13F holders, Q1 2025 (March 31)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 |
| 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.