Robo Global Robotics and AutROBOETF
13F holders, Q4 2025 (December 31)249holders +25
33new positions
20sold out
2famous investors
$69.32avg. 13F price*
At the end of Q4 2025, 249 institutions reported holding Robo Global Robotics and Aut (ROBO) in their 13F filings, up 25 from Q3 2025. 33 opened new positions and 20 sold out. The largest holders were UBS Group AG ($46.2M), Morgan Stanley ($38.9M) and LPL Financial LLC ($23.4M). 2 famous investors held it, including 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 (Q4 2025)
- CUSIP
- 301505707
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $11.2M |
| Exits | 20 | $7.2M |
All 13F filers, Q3 2025 → Q4 2025: 376,369 shares bought and 249,034 shares sold, net +127,335 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 249 holders
| UBS Group AG | 0.01% | Reduce -0.7% | 666,350 | $46.2M |
| Morgan Stanley | 0.00% | Add +9.4% | 561,572 | $38.9M |
| LPL Financial LLC | 0.01% | Add +2.6% | 337,119 | $23.4M |
| Raymond James Financial Inc. | 0.00% | Add +5.8% | 217,761 | $15.1M |
| Gray Foundation | 3.57% | No change | 205,000 | $14.2M |
| Biltmore Family Office, LLC | 1.93% | Add +0.1% | 201,667 | $14.0M |
| Royal Bank of Canada | 0.00% | Add +2.1% | 196,876 | $13.6M |
| M & L Capital Management Ltd | 2.69% | Add +4.1% | 185,810 | $12.9M |
| Corient Private Wealth LP | 0.02% | Reduce -0.7% | 184,095 | $12.8M |
| Armstrong Advisory Group, Inc. | 0.76% | Add +3.8% | 161,977 | $11.2M |
| Ameriprise Financial Inc. | 0.00% | Add +16.6% | 144,722 | $10.0M |
| Carmel Capital Management L.L.C. | 2.08% | Add +0.8% | 98,940 | $6.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.9% | 90,574 | $6.3M |
| NTV Asset Management LLC | 0.65% | Add +1.0% | 88,510 | $6.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.3% | 85,187 | $5.9M |
| National Bank of Canada | 0.01% | Reduce -11.3% | 75,161 | $5.2M |
| Principal Securities, Inc. | 0.07% | Add +6.0% | 66,589 | $4.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -2.5% | 65,450 | $4.5M |
| Crestwood Advisors Group, LLC | 0.07% | Reduce -0.5% | 58,674 | $4.1M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +0.2% | 58,003 | $4.0M |
| Cetera Investment Advisers | 0.00% | Reduce -0.8% | 56,120 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Add +12.8% | 55,727 | $3.9M |
| SG Americas Securities, LLC | 0.00% | Add +0.2% | 50,103 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -13.9% | 48,973 | $3.4M |
| BIP Wealth, LLC | 0.11% | New | 45,331 | $3.1M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -1.5% | 44,137 | $3.1M |
| Humankind Investments LLC | 1.29% | No change | 41,500 | $2.9M |
| Citigroup Inc. | 0.00% | Reduce -3.9% | 39,200 | $2.7M |
| Pacific Sun Financial Corp | 1.26% | Reduce -0.5% | 37,809 | $2.6M |
| Stifel Financial Corp. | 0.00% | Reduce -6.3% | 37,367 | $2.6M |
| Focus Partners Wealth | 0.00% | Reduce -6.8% | 37,153 | $2.5M |
| Hyposwiss Advisors SA | 2.40% | — | 35,356 | $2.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | New | 33,000 | $2.3M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -32.2% | 31,166 | $2.2M |
| Rainier Family Wealth Inc. | 1.58% | Add +19.6% | 30,213 | $2.1M |
| Summit Financial, LLC | 0.03% | Reduce -4.0% | 29,800 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +127.4% | 28,562 | $2.0M |
| Eagle Strategies LLC | 0.24% | Add +9.2% | 26,869 | $1.9M |
| Curbstone Financial Management Corp | 0.32% | Add +4.0% | 24,480 | $1.7M |
| Bank Ozk | 0.59% | No change | 23,959 | $1.7M |
| RPG Investment Advisory, LLC | 0.18% | Reduce -0.5% | 23,179 | $1.6M |
| Purpose Unlimited Inc. | 0.07% | — | 22,600 | $1.6M |
| Lido Advisors, LLC | 0.01% | New | 22,696 | $1.6M |
| Hancock Prospecting Pty Ltd | 0.05% | No change | 21,793 | $1.5M |
| Geneos Wealth Management Inc. | 0.04% | No change | 21,225 | $1.5M |
| Main Street Financial Solutions, LLC | 0.11% | Reduce -1.4% | 21,101 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +23.2% | 20,978 | $1.5M |
| Millennium Management | 0.00% | Add +208.4% | 20,914 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +40.3% | 20,876 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.0% | 20,820 | $1.4M |
| Fortis Group Advisors, LLC | 0.23% | Reduce -0.4% | 18,647 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -8.9% | 18,231 | $1.3M |
| Solutions 4 Wealth, Ltd | 1.89% | Add +0.3% | 18,070 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +66.4% | 17,345 | $1.2M |
| Kestra Advisory Services, LLC | 0.00% | Add +24.9% | 14,693 | $1.0M |
| Hilltop Holdings Inc. | 0.06% | New | 14,274 | $989K |
| Clay Northam Wealth Management, LLC | 0.52% | Reduce -7.7% | 13,408 | $929K |
| Bank of New York Mellon Corp | 0.00% | Add +1.4% | 13,185 | $914K |
| Equitable Holdings, Inc. | 0.01% | Reduce -1.2% | 13,178 | $913K |
| Bessemer Group Inc. | 0.00% | No change | 12,940 | $897K |
| MML Investors Services, LLC | 0.00% | Add +10.1% | 12,217 | $847K |
| WCG Wealth Advisors LLC | 0.02% | New | 12,037 | $834K |
| Creative Planning | 0.00% | Reduce -18.6% | 11,840 | $821K |
| Advisory Services Network, LLC | 0.01% | Add +1820.6% | 11,831 | $820K |
| FMR LLC | 0.00% | Add +15.0% | 11,146 | $772K |
| James J. Burns & Company, LLC | 0.10% | Add +10.7% | 10,913 | $756K |
| Scotia Capital Inc. | 0.00% | Add +2.6% | 10,647 | $738K |
| Beck Capital Management, LLC | 0.17% | Add +4.1% | 10,544 | $731K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | No change | 10,380 | $719K |
| World Investment Advisors | 0.01% | Add +75.9% | 10,217 | $708K |
| JPMorgan Chase & Co. | 0.00% | Add +2.9% | 10,084 | $699K |
| Objectivity Squared, LLC | 0.38% | Add +0.4% | 9,715 | $673K |
| IHT Wealth Management, LLC | 0.02% | Reduce -1.4% | 9,177 | $636K |
| Spire Wealth Management | 0.02% | No change | 9,167 | $635K |
| Mariner, LLC | 0.00% | Reduce -7.1% | 8,708 | $604K |
| Cibc World Market Inc. | 0.00% | Reduce -1.9% | 8,651 | $600K |
| Prosperity Consulting Group, LLC | 0.03% | Add +1.6% | 8,556 | $593K |
| NewEdge Advisors, LLC | 0.00% | Add +2.9% | 8,041 | $557K |
| Greenwich Wealth Management LLC | 0.02% | No change | 7,939 | $550K |
| Joel Isaacson & Co., LLC | 0.02% | Reduce -15.7% | 7,929 | $550K |
| Caprock Group, LLC | 0.01% | Reduce -5.8% | 7,908 | $548K |
| Bank of America Corp. | 0.00% | Reduce -2.9% | 7,741 | $537K |
| Vontobel Holding Ltd. | 0.00% | Add +19.8% | 7,516 | $521K |
| Aspiring Ventures, LLC | 0.19% | No change | 7,500 | $520K |
| Milestones Private Investment Advisors LLC | 0.35% | Add +0.1% | 7,312 | $507K |
| Creekside Partners | 0.21% | Add +0.1% | 7,114 | $493K |
| EP Wealth Advisors, LLC | 0.00% | — | 7,047 | $488K |
| Financial Freedom, LLC | 0.24% | No change | 6,997 | $485K |
| Certuity, LLC | 0.03% | Reduce -25.3% | 6,950 | $482K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +22.3% | 6,846 | $474K |
| D. E. Shaw & Co. | 0.00% | Reduce -6.9% | 6,758 | $468K |
| Wedmont Private Capital | 0.02% | No change | 6,400 | $465K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.8% | 6,263 | $458K |
| Financial Management, Inc. | 0.43% | — | 6,595 | $457K |
| Mustico Financial Group, Inc. | 0.35% | Add +2.5% | 6,208 | $454K |
| SOL Capital Management CO | 0.04% | Reduce -19.7% | 6,555 | $454K |
| Thrivent Financial for Lutherans | 0.00% | Add +8.1% | 6,077 | $424K |
| Summit Asset Management, LLC | 0.06% | Add +4.2% | 6,084 | $422K |
| HighPoint Advisor Group LLC | 0.01% | New | 5,853 | $406K |
| Janney Montgomery Scott LLC | 0.00% | Add +14.3% | 5,805 | $402K |
| AlTi Global, Inc. | 0.01% | No change | 5,665 | $393K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.7% | 5,660 | $392K |
| Truist Financial Corp. | 0.00% | Reduce -2.9% | 5,446 | $377K |
| PNC Financial Services Group, Inc. | 0.00% | Add +106.6% | 5,426 | $376K |
| Citizens Financial Group Inc. | 0.01% | Add +0.0% | 5,354 | $371K |
| CHICAGO TRUST Co NA | 0.06% | No change | 5,300 | $367K |
| Cerity Partners LLC | 0.00% | Add +6.1% | 5,265 | $365K |
| Fort Sheridan Advisors LLC | 0.05% | Reduce -0.1% | 5,218 | $362K |
| First Foundation Advisors | 0.01% | No change | 5,211 | $361K |
| Farther Finance Advisors, LLC | 0.00% | Add +15.5% | 5,200 | $360K |
| Obsidian Cio, LLC | 0.52% | Reduce -83.4% | 5,083 | $352K |
| PFG Investments, LLC | 0.02% | Add +5.8% | 4,961 | $344K |
| Private Advisor Group, LLC | 0.00% | Reduce -74.1% | 4,810 | $333K |
| Dakota Wealth Management | 0.01% | No change | 4,713 | $327K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.0% | 4,692 | $325K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 4,596 | $319K |
| VVR Holdings LLC | 0.17% | — | 4,589 | $318K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +19.4% | 4,493 | $311K |
| North Star Investment Management Corp. | 0.02% | No change | 4,350 | $301K |
| Ethos Financial Group, LLC | 0.02% | Add +1.0% | 4,280 | $297K |
| Kingsview Wealth Management, LLC | 0.00% | Add +36.4% | 4,229 | $293K |
| Baird Financial Group, Inc. | 0.00% | Reduce -15.7% | 4,200 | $291K |
| Matauro, LLC | 0.04% | No change | 4,110 | $285K |
| GTS Securities LLC | 0.01% | Reduce -51.1% | 4,032 | $279K |
| Snowden Capital Advisors LLC | 0.01% | New | 3,970 | $275K |
| Comerica Bank | 0.00% | Reduce -18.2% | 3,939 | $273K |
| M3 Advisory Group, LLC | 0.17% | Add +5.2% | 3,918 | $272K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 3,917 | $271K |
| Burke & Herbert Bank & Trust Co. | 0.07% | Reduce -78.2% | 3,871 | $268K |
| Clearwater Capital Advisors, LLC | 0.02% | No change | 3,818 | $265K |
| Strive Financial Group ,LLC | 0.14% | — | 3,805 | $264K |
| TD Waterhouse Canada Inc. | 0.00% | Add +40.7% | 3,687 | $255K |
| Vigilare Wealth Management | 0.09% | Add +0.0% | 3,668 | $254K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.08% | Reduce -5.5% | 3,661 | $254K |
| Blair William & Co. | 0.00% | Add +8.4% | 3,602 | $250K |
| Barclays PLC | 0.00% | No change | 3,500 | $243K |
| Western Wealth Management, LLC | 0.01% | Add +0.2% | 3,449 | $239K |
| Wilson & Boucher Capital Management, LLC | 0.15% | Reduce -5.6% | 3,375 | $234K |
| Strategic Family Wealth Counselors, L.L.C. | 0.05% | New | 3,057 | $221K |
| Wealth Effects LLC | 0.07% | Add +0.1% | 3,080 | $213K |
| Smart Portfolios, LLC | 0.21% | No change | 3,075 | $213K |
| Blue Trust, Inc. | 0.00% | Add +1.2% | 3,024 | $210K |
| Pathstone Holdings, LLC | 0.00% | New | 3,023 | $210K |
| Cwm, LLC | 0.00% | Reduce -7.1% | 3,019 | $209K |
| Altfest L J & Co. Inc. | 0.02% | New | 2,980 | $207K |
| American Institute for Advanced Investment Management, LLP | 0.13% | Reduce -4.6% | 2,923 | $204K |
| Qube Research & Technologies Ltd | 0.00% | New | 2,863 | $198K |
| Wells Fargo & Company | 0.00% | Reduce -73.3% | 2,851 | $198K |
| Manchester Capital Management LLC | 0.02% | Add +1.5% | 2,640 | $183K |
| Harbour Investments, Inc. | 0.00% | Reduce -18.9% | 2,388 | $165K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +15.7% | 2,215 | $153K |
| Winch Advisory Services, LLC | 0.03% | Reduce -44.0% | 1,926 | $134K |
| CIBC Private Wealth Group LLC | 0.00% | Add +3.6% | 1,602 | $111K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.15% | New | 1,550 | $107K |
| Banque Transatlantique SA | 0.00% | Reduce -2.2% | 1,534 | $107K |
| Bank of Montreal | 0.00% | New | 1,475 | $102K |
| US Bancorp \de | 0.00% | No change | 1,464 | $101K |
| IFP Advisors, Inc | 0.00% | Add +224.5% | 1,415 | $98K |
| MAI Capital Management | 0.00% | Add +3.9% | 1,340 | $93K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 1,250 | $87K |
| Solstein Capital, LLC | 0.03% | No change | 1,175 | $81K |
| BNP Paribas Financial Markets | 0.00% | New | 1,114 | $77K |
| AE Wealth Management LLC | 0.00% | New | 1,041 | $72K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,010 | $70K |
| CENTRAL TRUST Co | 0.00% | No change | 1,000 | $69K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 906 | $63K |
| Noble Wealth Management PBC | 0.03% | No change | 880 | $61K |
| Pittenger & Anderson Inc. | 0.00% | No change | 875 | $61K |
| Avalon Trust Co | 0.00% | No change | 850 | $59K |
| Ancora Advisors LLC | 0.00% | Add +33.5% | 801 | $56K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 800 | $55K |
| Powell Investment Advisors, LLC | 0.02% | Add +14.4% | 754 | $52K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -3.6% | 752 | $52K |
| Russell Investments Group, Ltd. | 0.00% | No change | 706 | $49K |
| Allworth Financial LP | 0.00% | Add +8.5% | 704 | $49K |
| Clearstead Advisors, LLC | 0.00% | Add +0.5% | 625 | $43K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +4.0% | 624 | $43K |
| International Assets Investment Management, LLC | 0.00% | New | 611 | $42K |
| PFS Partners, LLC | 0.02% | No change | 600 | $42K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 600 | $42K |
| Valley National Advisers Inc. | 0.01% | Add +1.4% | 564 | $39K |
| Atlas Capital Advisors Inc. | 0.00% | — | 556 | $39K |
| LOM Asset Management Ltd | 0.01% | No change | 550 | $38K |
| Bellevue Asset Management, LLC | 0.01% | No change | 517 | $36K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -15.1% | 508 | $35K |
| Ameriflex Group, Inc. | 0.02% | New | 455 | $32K |
| Crews Bank & Trust | 0.00% | No change | 454 | $31K |
| Archer Investment Corp | 0.01% | New | 435 | $30K |
| Signaturefd, LLC | 0.00% | Add +43.3% | 397 | $27K |
| Arax Advisory Partners | 0.00% | New | 381 | $26K |
| Toth Financial Advisory Corp. | 0.00% | No change | 360 | $25K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 340 | $24K |
| SHP Wealth Management | 0.00% | — | 337 | $23K |
| Costello Asset Management, INC | 0.01% | Add +0.3% | 326 | $23K |
| TOWER TRUST & INVESTMENT Co | 0.01% | No change | 325 | $23K |
| Triumph Capital Management | 0.00% | New | 314 | $22K |
| Innovative Advisory Group, LLC | 0.01% | Reduce -80.6% | 313 | $22K |
| Bank of New Hampshire | 0.00% | No change | 305 | $21K |
| Rossby Financial, LCC | 0.01% | No change | 302 | $21K |
| Larson Financial Group LLC | 0.00% | No change | 300 | $21K |
| Parallel Advisors, LLC | 0.00% | New | 300 | $21K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 299 | $21K |
| Sound Income Strategies, LLC | 0.00% | Add +594.9% | 271 | $20K |
| Osbon Capital Management LLC | 0.02% | — | 281 | $19K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -88.3% | 266 | $18K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 250 | $17K |
| Washington Trust Advisors, Inc. | 0.00% | Add +8.3% | 223 | $15K |
| Adirondack Trust Co. | 0.01% | New | 221 | $15K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +0.5% | 212 | $15K |
| CoreCap Advisors, LLC | 0.00% | Add +246.7% | 208 | $14K |
| Wolff Wiese Magana LLC | 0.01% | Reduce -47.4% | 202 | $14K |
| Capital Analysts, LLC | 0.00% | No change | 200 | $14K |
| Global Retirement Partners, LLC | 0.00% | Add +0.5% | 201 | $14K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 200 | $14K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 189 | $13K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 188 | $13K |
| Pacifica Partners Inc. | 0.01% | No change | 158 | $11K |
| Avion Wealth | 0.00% | Reduce -5.9% | 159 | $11K |
| NFSG Corp | 0.00% | Add +0.7% | 152 | $11K |
| Anfield Capital Management, LLC | 0.00% | No change | 133 | $9K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 117 | $8K |
| Fifth Third Bancorp | 0.00% | No change | 101 | $7K |
| Safe Harbor Fiduciary, LLC | 0.01% | — | 100 | $7K |
| Westside Investment Management, Inc. | 0.00% | No change | 100 | $7K |
| Roble, Belko & Company, Inc | 0.00% | No change | 87 | $6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 82 | $6K |
| Trust Co | 0.00% | No change | 79 | $5K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 79 | $5K |
| Kilter Group LLC | 0.00% | No change | 76 | $5K |
| Assetmark, Inc. | 0.00% | Add +1.4% | 75 | $5K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 64 | $4K |
| Lodestone Wealth Management LLC | 0.00% | New | 61 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 60 | $4K |
| Modus Advisors, LLC | 0.00% | New | 55 | $4K |
| Harbor Asset Planning, Inc. | 0.00% | New | 50 | $3K |
| Anchor Investment Management, LLC | 0.00% | No change | 50 | $3K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 47 | $3K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 43 | $3K |
| Nvwm, LLC | 0.00% | No change | 39 | $3K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 34 | $2K |
| Glassman Wealth Services | 0.00% | No change | 30 | $2K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 20 | $1K |
| Ankerstar Wealth, LLC | 0.00% | — | 18 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 16 | $1K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 15 | $1K |
| Acumen Wealth Advisors, LLC | 0.00% | — | 12 | $832 |
| Creative Financial Designs Inc. | 0.00% | No change | 5 | $347 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 4 | $277 |
| 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.