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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions30$34.3M
Exits17$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
CHICAGO TRUST Co NA 0.05% No change 5,300 $347K
Fort Sheridan Advisors LLC 0.04% No change 5,222 $342K
First Foundation Advisors 0.01% No change 5,211 $342K
Beacon Pointe Advisors, LLC 0.00% Reduce -87.3% 5,102 $334K
Janney Montgomery Scott LLC 0.00% New 5,079 $333K
Baird Financial Group, Inc. 0.00% Reduce -21.8% 4,982 $327K
Cerity Partners LLC 0.00% No change 4,961 $325K
Comerica Bank 0.00% Reduce -0.0% 4,813 $316K
Dakota Wealth Management 0.01% New 4,713 $309K
Cahill Financial Advisors Inc. 0.04% Reduce -7.6% 4,690 $308K
PFG Investments, LLC 0.02% Add +19.6% 4,688 $307K
Key Client Fiduciary Advisors, LLC 0.10% Reduce -14.0% 4,620 $303K
Johnson Investment Counsel Inc. 0.00% No change 4,596 $301K
Ellis Investment Partners, LLC 0.05% No change 4,540 $298K
Farther Finance Advisors, LLC 0.00% Add +16.1% 4,501 $295K
North Star Investment Management Corp. 0.02% No change 4,350 $285K
Cresset Asset Management, LLC 0.00% No change 4,333 $284K
Ethos Financial Group, LLC 0.02% No change 4,237 $278K
Matauro, LLC 0.04% No change 4,110 $269K
Comprehensive Financial Consultants Institutional, Inc. 0.08% Reduce -14.1% 3,873 $254K
Clearwater Capital Advisors, LLC 0.02% No change 3,818 $250K
Steward Partners Investment Advisory, LLC 0.00% Add +43.2% 3,764 $247K
M3 Advisory Group, LLC 0.15% Add +4.9% 3,725 $244K
Vigilare Wealth Management 0.08% No change 3,667 $240K
Wilson & Boucher Capital Management, LLC 0.15% Reduce -5.3% 3,575 $234K
Barclays PLC 0.00% No change 3,500 $229K
Whalen Wealth Management Inc. 0.13% New 3,491 $229K
Western Wealth Management, LLC 0.01% Add +2.4% 3,443 $226K
Winch Advisory Services, LLC 0.05% No change 3,438 $225K
Blair William & Co. 0.00% Reduce -7.0% 3,322 $218K
Fiduciary Alliance LLC 0.01% New 3,271 $214K
Cwm, LLC 0.00% Reduce -9.9% 3,250 $213K
Kingsview Wealth Management, LLC 0.00% New 3,100 $203K
Wealth Effects LLC 0.06% New 3,077 $202K
Smart Portfolios, LLC 0.19% Reduce -16.4% 3,075 $202K
American Institute for Advanced Investment Management, LLP 0.13% New 3,063 $201K
Blue Trust, Inc. 0.00% No change 2,988 $196K
Harbour Investments, Inc. 0.00% Reduce -0.0% 2,944 $193K
TD Waterhouse Canada Inc. 0.00% No change 2,620 $174K
PNC Financial Services Group, Inc. 0.00% Add +5.0% 2,626 $172K
Manchester Capital Management LLC 0.02% No change 2,600 $170K
GPS Wealth Strategies Group, LLC 0.02% Add +2118.6% 2,263 $148K
Federation des caisses Desjardins du Quebec 0.00% No change 1,915 $125K
Innovative Advisory Group, LLC 0.07% Reduce -12.0% 1,612 $106K
Banque Transatlantique SA 0.00% Reduce -0.5% 1,568 $102K
CIBC Private Wealth Group LLC 0.00% Add +526.3% 1,547 $101K
Ssa Swiss Advisors AG 0.05% No change 1,500 $98K
US Bancorp \de 0.00% Reduce -3.3% 1,464 $96K
Creekmur Asset Management LLC 0.02% Reduce -0.8% 1,445 $95K
MAI Capital Management 0.00% No change 1,290 $85K
Physician Wealth Advisors, Inc. 0.01% No change 1,250 $82K
Solstein Capital, LLC 0.04% No change 1,175 $77K
Evermay Wealth Management LLC 0.01% No change 1,010 $66K
CENTRAL TRUST Co 0.00% No change 1,000 $66K
Wilmington Savings Fund Society, FSB 0.00% Reduce -73.4% 906 $59K
Wealthspire Advisors, LLC 0.00% New 905 $59K
Noble Wealth Management PBC 0.03% — 880 $58K
Pittenger & Anderson Inc. 0.00% No change 875 $57K
Avalon Trust Co 0.00% New 850 $56K
Bartlett & Co. Wealth Management LLC 0.00% No change 800 $52K
AdvisorNet Financial, Inc 0.00% No change 780 $51K
Russell Investments Group, Ltd. 0.00% Add +635.4% 706 $46K
Powell Investment Advisors, LLC 0.02% Add +162.6% 659 $43K
Allworth Financial LP 0.00% No change 649 $43K
Clearstead Advisors, LLC 0.00% No change 622 $41K
Advisory Services Network, LLC 0.00% New 616 $40K
PFS Partners, LLC 0.02% No change 600 $39K
Strategic Wealth Partners, Ltd. 0.00% No change 600 $39K
Quintet Private Bank (Europe) S.A. 0.00% No change 600 $39K
Ancora Advisors LLC 0.00% New 600 $39K
SBI Securities Co., Ltd. 0.00% Reduce -22.9% 598 $39K
Cloud Capital Management, LLC 0.02% New 585 $38K
LOM Asset Management Ltd 0.01% No change 550 $36K
Valley National Advisers Inc. 0.01% Add +164.8% 556 $36K
Bellevue Asset Management, LLC 0.02% No change 517 $34K
Crews Bank & Trust 0.00% Add +354.0% 454 $30K
IFP Advisors, Inc 0.00% Add +29.8% 436 $29K
Wolff Wiese Magana LLC 0.01% Add +207.2% 384 $25K
Toth Financial Advisory Corp. 0.00% No change 360 $24K
Duncker Streett & Co. Inc. 0.00% No change 340 $22K
Costello Asset Management, INC 0.01% No change 325 $21K
TOWER TRUST & INVESTMENT Co 0.01% No change 325 $21K
Rossby Financial, LCC 0.01% New 302 $20K
Bank of New Hampshire 0.00% No change 305 $20K
Larson Financial Group LLC 0.00% No change 300 $20K
Atlantic Union Bankshares Corp 0.00% Add +143.1% 299 $20K
Signaturefd, LLC 0.00% Add +24.8% 277 $18K
Cedar Mountain Advisors, LLC 0.00% No change 211 $14K
Washington Trust Advisors, Inc. 0.00% Add +51.5% 206 $14K
Global Retirement Partners, LLC 0.00% New 200 $13K
Capital Analysts, LLC 0.00% No change 200 $13K
Flagship Wealth Advisors, LLC 0.00% No change 188 $12K
Avion Wealth 0.00% No change 169 $11K
Group One Trading LLC 0.00% No change 163 $11K
Pacifica Partners Inc. 0.00% No change 158 $10K
FSA Wealth Management LLC 0.00% Reduce -31.3% 154 $10K
NFSG Corp 0.00% No change 151 $10K
Anfield Capital Management, LLC 0.00% No change 133 $9K
Brown, Lisle/Cummings, Inc. 0.00% No change 117 $8K
Wiser Advisor Group LLC 0.01% New 106 $7K
Fifth Third Bancorp 0.00% New 101 $7K
Westside Investment Management, Inc. 0.00% No change 100 $7K
Roble, Belko & Company, Inc 0.00% No change 87 $6K
Trust Co 0.00% No change 79 $5K
Kilter Group LLC 0.00% No change 76 $5K
Assetmark, Inc. 0.00% No change 74 $5K
Fourth Dimension Wealth, LLC 0.00% No change 64 $4K
Glen Eagle Advisors, LLC 0.00% No change 60 $4K
CoreCap Advisors, LLC 0.00% No change 60 $4K
Anchor Investment Management, LLC 0.00% No change 50 $3K
Ameritas Advisory Services, LLC 0.00% Reduce -74.2% 50 $3K
Sound Income Strategies, LLC 0.00% No change 39 $3K
Nvwm, LLC 0.00% New 39 $3K
Lanark Financial, Inc. 0.00% No change 37 $2K
First Horizon Corp. 0.00% — 35 $2K
Vermillion & White Wealth Management Group, LLC 0.00% No change 34 $2K
Simplex Trading, LLC 0.00% New 37 $2K
Glassman Wealth Services 0.00% No change 30 $2K
Pension & Wealth Management Advisors, Inc. 0.00% No change 20 $1K
Parkside Financial Bank & Trust 0.00% New 16 $1K
Blue Bell Private Wealth Management, LLC 0.00% No change 15 $983
Creative Financial Designs Inc. 0.00% No change 5 $328
Main Street Group, LTD 0.00% No change 2 $131
Coston, McIsaac & Partners 0.00% No change 5 $0

"% 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.