Robo Global Robotics and AutROBOETF

13F holders, Q1 2026 (March 31)
267holders +18
44new positions
22sold out
3famous investors
$68.48avg. 13F price*

At the end of Q1 2026, 267 institutions reported holding Robo Global Robotics and Aut (ROBO) in their 13F filings, up 18 from Q4 2025. 44 opened new positions and 22 sold out. The largest holders were UBS Group AG ($58.1M), Morgan Stanley ($51.8M) and Annex Advisory Services, LLC ($50.7M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 2026)
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 2025 → Q1 2026

InstitutionsTotal Value
New Positions44$95.2M
Exits22$21.7M

All 13F filers, Q4 2025 → Q1 2026: 2,494,399 shares bought and 558,094 shares sold, net +1,936,305 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 267 holders

UBS Group AG 0.01% Add +27.4% 848,753 $58.1M
Morgan Stanley 0.00% Add +34.8% 756,742 $51.8M
Annex Advisory Services, LLC 0.95% New 741,102 $50.7M
Northwestern Mutual Wealth Management Co. 0.02% Add +470.0% 485,554 $33.2M
LPL Financial LLC 0.01% Reduce -0.6% 335,262 $22.9M
Raymond James Financial Inc. 0.01% Add +15.3% 251,111 $17.2M
Gray Foundation 3.54% No change 205,000 $14.0M
Biltmore Family Office, LLC 1.94% Add +0.6% 202,951 $13.9M
Royal Bank of Canada 0.00% Add +2.7% 202,136 $13.8M
MinichMacGregor Wealth Management, LLC 2.21% New 182,845 $12.5M
Corient Private Wealth LP 0.02% Reduce -1.9% 180,684 $12.4M
Ameriprise Financial Inc. 0.00% Reduce -21.1% 114,135 $7.8M
Carmel Capital Management L.L.C. 1.94% No change 98,940 $6.8M
NTV Asset Management LLC 0.65% Reduce -1.7% 87,045 $6.0M
Crestwood Advisors Group, LLC 0.09% Add +36.1% 79,881 $5.5M
Commonwealth Equity Services, LLC 0.01% Reduce -12.0% 79,675 $5.5M
National Bank of Canada 0.01% Add +0.5% 75,502 $5.2M
Principal Securities, Inc. 0.07% Add +8.8% 72,416 $5.0M
Flow Traders U.S. LLC 0.15% New 67,292 $4.6M
Black Swift Group, LLC 0.77% New 64,540 $4.4M
Susquehanna International Group, LLP 0.01% Add +124.5% 64,119 $4.4M
Osaic Holdings, Inc. 0.01% Add +13.7% 63,347 $4.3M
Cetera Investment Advisers 0.00% Add +6.8% 59,952 $4.1M
Stratos Wealth Partners, LTD. 0.05% Add +0.2% 58,113 $4.0M
Stifel Financial Corp. 0.00% Add +53.9% 57,497 $3.9M
Mercer Global Advisors Inc. 0.01% Reduce -16.6% 54,590 $3.7M
Quadcap Wealth Management, LLC 0.42% New 53,506 $3.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +8.8% 53,274 $3.6M
SG Americas Securities, LLC 0.00% Reduce -0.2% 50,002 $3.4M
Jane Street Group, LLC 0.00% New 48,518 $3.3M
BIP Wealth, LLC 0.13% Add +6.3% 48,172 $3.3M
Pinnacle Associates Ltd. 0.04% Add +3.6% 45,748 $3.1M
Citigroup Inc. 0.00% Add +8.1% 42,362 $2.9M
Eagle Strategies LLC 0.33% Add +48.7% 39,949 $2.7M
Pacific Sun Financial Corp 1.25% Reduce -0.3% 37,699 $2.6M
Rockefeller Capital Management L.P. 0.00% Add +76.2% 36,972 $2.5M
Focus Partners Wealth 0.00% Reduce -2.8% 36,106 $2.5M
Hyposwiss Advisors SA 2.35% Reduce -1.9% 34,666 $2.4M
Rainier Family Wealth Inc. 1.52% Add +9.7% 33,137 $2.3M
Beacon Pointe Advisors, LLC 0.01% New 32,796 $2.2M
Envestnet Asset Management Inc. 0.00% Add +45.0% 30,191 $2.1M
OneDigital Investment Advisors LLC 0.02% Reduce -3.4% 30,094 $2.1M
Summit Financial, LLC 0.03% Reduce -2.0% 29,191 $2.0M
Kestra Advisory Services, LLC 0.01% Add +96.2% 28,831 $2.0M
Moneco Advisors, LLC 0.15% New 27,798 $1.9M
TRUE Private Wealth Advisors 0.17% New 26,478 $1.8M
Qube Research & Technologies Ltd 0.00% Add +797.0% 25,680 $1.8M
Curbstone Financial Management Corp 0.33% Add +2.8% 25,166 $1.7M
Invera Wealth Advisors, LLC 1.07% New 24,372 $1.7M
Bank Ozk 0.57% Reduce -0.8% 23,757 $1.6M
Purpose Unlimited Inc. 0.06% Reduce -0.1% 22,583 $1.5M
Fortis Group Advisors, LLC 0.25% Add +0.3% 18,711 $1.5M
HighTower Advisors, LLC 0.00% Add +5.5% 22,017 $1.5M
Hancock Prospecting Pty Ltd 0.04% No change 21,793 $1.5M
Geneos Wealth Management Inc. 0.03% No change 21,225 $1.5M
Advisory Services Network, LLC 0.02% Add +78.5% 21,113 $1.4M
Solutions 4 Wealth, Ltd 2.16% Add +16.4% 21,028 $1.4M
Main Street Financial Solutions, LLC 0.10% Reduce -1.3% 20,833 $1.4M
Lido Advisors, LLC 0.01% Reduce -11.0% 20,205 $1.4M
RPG Investment Advisory, LLC 0.16% Reduce -17.3% 19,179 $1.3M
Oppenheimer & Co. Inc. 0.01% Add +3.6% 17,963 $1.2M
Captrust Financial Advisors 0.00% Reduce -3.2% 17,652 $1.2M
Independent Advisor Alliance 0.01% New 17,318 $1.2M
Millennium Management 0.00% Reduce -18.3% 17,093 $1.2M
Citadel Advisors 0.00% New 16,640 $1.1M
Arax Advisory Partners 0.03% Add +3719.2% 14,551 $996K
Creative Planning 0.00% Add +21.4% 14,379 $984K
Equitable Holdings, Inc. 0.01% Add +2.8% 13,542 $939K
HRT Financial LP 0.00% New 13,354 $913K
Clay Northam Wealth Management, LLC 0.51% Reduce -0.9% 13,283 $909K
Bank of New York Mellon Corp 0.00% Reduce -1.4% 13,001 $890K
Bessemer Group Inc. 0.00% No change 12,940 $885K
Cerity Partners LLC 0.00% Add +140.7% 12,675 $867K
IHT Wealth Management, LLC 0.02% Add +37.6% 12,628 $864K
Blair William & Co. 0.00% Add +245.7% 12,451 $852K
TD Waterhouse Canada Inc. 0.00% Add +229.1% 12,132 $849K
WCG Wealth Advisors LLC 0.02% Add +1.2% 12,185 $834K
Scotia Capital Inc. 0.00% Add +14.1% 12,152 $832K
James J. Burns & Company, LLC 0.11% Add +10.2% 12,031 $823K
FMR LLC 0.00% Reduce -0.9% 11,049 $756K
Private Advisor Group, LLC 0.00% Add +118.8% 10,522 $720K
World Investment Advisors 0.01% Add +2.6% 10,480 $717K
VVR Holdings LLC 0.36% Add +121.6% 10,170 $696K
Mariner, LLC 0.00% Add +16.6% 10,156 $695K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Reduce -3.0% 10,074 $689K
Objectivity Squared, LLC 0.42% No change 9,715 $665K
MML Investors Services, LLC 0.00% Reduce -21.1% 9,642 $660K
Bank of America Corp. 0.00% Add +19.0% 9,213 $630K
Spire Wealth Management 0.02% Add +0.0% 9,170 $627K
Prosperity Consulting Group, LLC 0.03% Add +2.9% 8,806 $603K
Brookstone Capital Management 0.01% New 8,674 $594K
Old Mission Capital LLC 0.01% New 7,945 $544K
Greenwich Wealth Management LLC 0.02% No change 7,939 $543K
Joel Isaacson & Co., LLC 0.02% No change 7,929 $543K
Cibc World Market Inc. 0.00% Reduce -8.5% 7,914 $542K
Caprock Group, LLC 0.01% No change 7,908 $541K
NewEdge Advisors, LLC 0.00% Reduce -2.6% 7,828 $536K
Peapack Gladstone Financial Corp. 0.01% Add +13.3% 7,759 $531K
Mustico Financial Group, Inc. 0.36% Add +4.3% 6,478 $517K
Liberty One Investment Management, LLC 0.05% New 7,559 $517K

"% 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.

Show all 267 holders