Robo Global Robotics and AutROBOETF
13F holders, Q3 2025 (September 30)224holders +13
30new positions
17sold out
2famous investors
$65.57avg. 13F price*
At the end of Q3 2025, 224 institutions reported holding Robo Global Robotics and Aut (ROBO) in their 13F filings, up 13 from Q2 2025. 30 opened new positions and 17 sold out. The largest holders were UBS Group AG ($44.0M), Morgan Stanley ($33.7M) and LPL Financial LLC ($21.5M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Robo Global Robotics and Aut
- Filed as
- EXCHANGE TRADED CONCEPTS TRU (Q3 2025)
- CUSIP
- 301505707
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $34.3M |
| Exits | 17 | $11.0M |
All 13F filers, Q2 2025 → Q3 2025: 727,799 shares bought and 680,775 shares sold, net +47,024 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 224 holders
| UBS Group AG | 0.01% | Reduce -7.9% | 670,743 | $44.0M |
| Morgan Stanley | 0.00% | Add +5.4% | 513,502 | $33.7M |
| LPL Financial LLC | 0.01% | Add +9.3% | 328,460 | $21.5M |
| Raymond James Financial Inc. | 0.00% | Add +1.2% | 205,879 | $13.5M |
| Gray Foundation | 3.83% | No change | 205,000 | $13.4M |
| Biltmore Family Office, LLC | 1.88% | Add +0.1% | 201,507 | $13.2M |
| Royal Bank of Canada | 0.00% | Add +23.9% | 192,772 | $12.6M |
| Corient Private Wealth LP | 0.02% | Reduce -2.4% | 185,385 | $12.2M |
| M & L Capital Management Ltd | 2.33% | New | 178,560 | $11.7M |
| Armstrong Advisory Group, Inc. | 0.72% | New | 156,078 | $10.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.0% | 124,092 | $8.1M |
| Carmel Capital Management L.L.C. | 1.96% | Add +0.3% | 98,140 | $6.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -7.5% | 92,345 | $6.1M |
| NTV Asset Management LLC | 0.63% | Reduce -1.7% | 87,660 | $5.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.3% | 86,342 | $5.7M |
| National Bank of Canada | 0.01% | Add +9.3% | 84,781 | $5.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -18.0% | 67,156 | $4.4M |
| Principal Securities, Inc. | 0.07% | Add +0.6% | 62,817 | $4.1M |
| Crestwood Advisors Group, LLC | 0.07% | Reduce -0.2% | 58,942 | $3.9M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -1.9% | 57,904 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +13.8% | 56,876 | $3.7M |
| Cetera Investment Advisers | 0.00% | Add +5.9% | 56,550 | $3.7M |
| SG Americas Securities, LLC | 0.01% | New | 50,000 | $3.3M |
| Osaic Holdings, Inc. | 0.00% | Add +5.3% | 49,408 | $3.2M |
| OneDigital Investment Advisors LLC | 0.03% | No change | 45,994 | $3.0M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -0.9% | 44,805 | $2.9M |
| Strategic Blueprint, LLC | 0.12% | New | 43,311 | $2.8M |
| Humankind Investments LLC | 0.62% | No change | 41,500 | $2.7M |
| Citigroup Inc. | 0.00% | Add +1.6% | 40,783 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +34.3% | 39,873 | $2.6M |
| Focus Partners Wealth | 0.00% | Add +8.6% | 39,851 | $2.6M |
| Pacific Sun Financial Corp | 1.20% | Reduce -0.2% | 38,015 | $2.5M |
| Summit Financial, LLC | 0.03% | Add +1.6% | 31,053 | $2.0M |
| Obsidian Cio, LLC | 0.26% | Reduce -88.3% | 30,616 | $2.0M |
| Brookwood Investment Group LLC | 0.25% | Add +57.2% | 29,624 | $1.9M |
| Rainier Family Wealth Inc. | 1.48% | Add +8.7% | 25,258 | $1.7M |
| Eagle Strategies LLC | 0.22% | New | 24,616 | $1.6M |
| Bank Ozk | 0.56% | Reduce -0.1% | 23,959 | $1.6M |
| Curbstone Financial Management Corp | 0.30% | Add +13.3% | 23,540 | $1.5M |
| RPG Investment Advisory, LLC | 0.18% | Reduce -2.0% | 23,299 | $1.5M |
| Hancock Prospecting Pty Ltd | 0.05% | No change | 21,793 | $1.4M |
| Main Street Financial Solutions, LLC | 0.09% | Reduce -3.1% | 21,392 | $1.4M |
| Geneos Wealth Management Inc. | 0.04% | No change | 21,225 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -12.2% | 20,008 | $1.3M |
| Fortis Group Advisors, LLC | 0.22% | Add +3628.9% | 18,719 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.2% | 18,559 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -81.4% | 18,104 | $1.2M |
| Solutions 4 Wealth, Ltd | 1.83% | Reduce -0.0% | 18,023 | $1.2M |
| Burke & Herbert Bank & Trust Co. | 0.25% | Reduce -0.4% | 17,756 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +16.8% | 17,024 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.6% | 14,883 | $976K |
| Creative Planning | 0.00% | Add +2.2% | 14,555 | $954K |
| Clay Northam Wealth Management, LLC | 0.54% | Add +1.0% | 14,528 | $952K |
| Equitable Holdings, Inc. | 0.01% | Add +0.9% | 13,338 | $874K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.3% | 13,002 | $852K |
| Bessemer Group Inc. | 0.00% | No change | 12,940 | $848K |
| Susquehanna International Group, LLP | 0.00% | New | 12,559 | $823K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -12.5% | 11,767 | $771K |
| MML Investors Services, LLC | 0.00% | Reduce -0.3% | 11,094 | $727K |
| Wells Fargo & Company | 0.00% | Add +108.4% | 10,695 | $701K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.3% | 10,422 | $683K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Reduce -0.9% | 10,380 | $681K |
| Scotia Capital Inc. | 0.00% | Add +4.7% | 10,376 | $680K |
| Beck Capital Management, LLC | 0.15% | New | 10,125 | $664K |
| James J. Burns & Company, LLC | 0.10% | Add +4.0% | 9,857 | $646K |
| JPMorgan Chase & Co. | 0.00% | Add +63.2% | 9,802 | $643K |
| FMR LLC | 0.00% | Add +33.3% | 9,689 | $635K |
| Objectivity Squared, LLC | 0.38% | No change | 9,674 | $634K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 9,401 | $616K |
| Mariner, LLC | 0.00% | Add +139.8% | 9,375 | $615K |
| IHT Wealth Management, LLC | 0.02% | Reduce -1.0% | 9,305 | $610K |
| Certuity, LLC | 0.04% | No change | 9,302 | $610K |
| Spire Wealth Management | 0.02% | Reduce -1.2% | 9,167 | $601K |
| Cibc World Market Inc. | 0.00% | Add +2.2% | 8,817 | $578K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -1.1% | 8,423 | $552K |
| GTS Securities LLC | 0.02% | Add +69.0% | 8,253 | $541K |
| Caprock Group, LLC | 0.01% | — | 8,393 | $535K |
| SOL Capital Management CO | 0.05% | Reduce -15.1% | 8,160 | $535K |
| Bank of America Corp. | 0.00% | Reduce -1.0% | 7,973 | $523K |
| Greenwich Wealth Management LLC | 0.03% | No change | 7,939 | $520K |
| NewEdge Advisors, LLC | 0.00% | Add +424.1% | 7,814 | $512K |
| Prudential PLC | 0.00% | Reduce -73.5% | 7,540 | $494K |
| Aspiring Ventures, LLC | 0.18% | No change | 7,500 | $492K |
| Milestones Private Investment Advisors LLC | 0.33% | No change | 7,305 | $479K |
| D. E. Shaw & Co. | 0.00% | Reduce -1.4% | 7,258 | $476K |
| Creekside Partners | 0.21% | No change | 7,110 | $466K |
| Financial Freedom, LLC | 0.23% | Add +0.0% | 6,997 | $459K |
| Millennium Management | 0.00% | Reduce -61.7% | 6,782 | $445K |
| Wedmont Private Capital | 0.02% | No change | 6,400 | $434K |
| Vontobel Holding Ltd. | 0.00% | Reduce -3.2% | 6,275 | $411K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,035 | $409K |
| Mustico Financial Group, Inc. | 0.41% | Add +11.4% | 6,058 | $404K |
| Mutual Advisors, LLC | 0.01% | Reduce -56.9% | 5,756 | $397K |
| Summit Asset Management, LLC | 0.06% | Add +49.7% | 5,838 | $383K |
| World Investment Advisors | 0.01% | New | 5,807 | $381K |
| AlTi Global, Inc. | 0.01% | No change | 5,665 | $371K |
| Thrivent Financial for Lutherans | 0.00% | New | 5,621 | $369K |
| Truist Financial Corp. | 0.00% | Reduce -11.4% | 5,609 | $368K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 5,600 | $367K |
| Citizens Financial Group Inc. | 0.00% | Add +4.9% | 5,353 | $351K |
"% 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.