Robo Global Robotics and AutROBOETF

13F holders, Q2 2026 (June 30)
321holders +54
67new positions
16sold out
3famous investors
$85.60avg. 13F price*

At the end of Q2 2026, 321 institutions reported holding Robo Global Robotics and Aut (ROBO) in their 13F filings, up 54 from Q1 2026. 67 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($76.7M), UBS Group AG ($75.2M) and Northwestern Mutual Wealth Management Co. ($41.1M). 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 (Q2 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions67$26.0M
Exits16$12.8M

All 13F filers, Q1 2026 → Q2 2026: 1,187,495 shares bought and 683,678 shares sold, net +503,817 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 321 holders

Morgan Stanley 0.00% Add +18.3% 895,257 $76.7M
UBS Group AG 0.01% Add +3.5% 878,150 $75.2M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -1.1% 480,227 $41.1M
Annex Advisory Services, LLC 0.58% Reduce -46.0% 399,979 $34.3M
LPL Financial LLC 0.01% Add +16.8% 391,443 $33.5M
Raymond James Financial Inc. 0.01% Add +5.7% 265,418 $22.7M
Ameriprise Financial Inc. 0.00% Add +130.0% 262,465 $22.5M
Royal Bank of Canada 0.00% Add +10.5% 223,445 $19.1M
Armstrong Advisory Group, Inc. 1.13% Add +3075.9% 217,296 $18.6M
Gray Foundation 3.87% No change 205,000 $17.6M
Biltmore Family Office, LLC 2.28% Reduce -0.4% 202,125 $17.3M
MinichMacGregor Wealth Management, LLC 2.28% Reduce -4.1% 175,324 $15.0M
Corient Private Wealth LP 0.02% Reduce -4.2% 173,193 $14.8M
Carmel Capital Management L.L.C. 1.89% Add +1.6% 100,490 $8.6M
NTV Asset Management LLC 0.79% Add +8.4% 94,395 $8.1M
Commonwealth Equity Services, LLC 0.01% Add +2.2% 81,419 $7.0M
Crestwood Advisors Group, LLC 0.10% Reduce -0.2% 79,742 $6.8M
National Bank of Canada 0.01% Add +1.9% 76,964 $6.6M
Principal Securities, Inc. 0.08% Add +1.7% 73,646 $6.3M
Osaic Holdings, Inc. 0.01% Add +15.2% 72,965 $6.3M
Black Swift Group, LLC 0.89% Add +10.7% 71,460 $6.1M
Stifel Financial Corp. 0.00% Add +19.0% 68,412 $5.9M
Cetera Investment Advisers 0.01% Add +7.7% 64,536 $5.5M
Allianz Asset Management GmbH 0.00% New 61,382 $5.3M
Stratos Wealth Partners, LTD. 0.05% Reduce -0.6% 57,794 $5.0M
Mercer Global Advisors Inc. 0.01% Reduce -4.2% 52,295 $4.5M
Federation des caisses Desjardins du Quebec 0.01% Add +2223.4% 51,464 $4.4M
SG Americas Securities, LLC 0.00% No change 50,002 $4.3M
BIP Wealth, LLC 0.12% Add +2.3% 49,257 $4.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -9.0% 48,465 $4.2M
Pinnacle Associates Ltd. 0.04% Add +4.1% 47,623 $4.1M
Quadcap Wealth Management, LLC 0.36% Reduce -20.0% 42,826 $3.7M
Citigroup Inc. 0.00% Add +0.7% 42,654 $3.7M
Rockefeller Capital Management L.P. 0.01% Add +12.1% 41,456 $3.6M
Eagle Strategies LLC 0.35% Add +3.4% 41,306 $3.5M
Pacific Sun Financial Corp 1.32% Reduce -0.7% 37,436 $3.2M
Rainier Family Wealth Inc. 1.81% Add +12.1% 37,150 $3.2M
Invera Wealth Advisors, LLC 1.67% Add +49.0% 36,306 $3.1M
Focus Partners Wealth 0.00% Reduce -1.7% 35,488 $3.0M
Beacon Pointe Advisors, LLC 0.01% Reduce -2.2% 32,069 $2.7M
Envestnet Asset Management Inc. 0.00% Add +3.8% 31,324 $2.7M
Hyposwiss Advisors SA 2.52% Reduce -10.6% 31,006 $2.7M
Flow Traders U.S. LLC 0.11% Reduce -54.7% 30,462 $2.6M
OneDigital Investment Advisors LLC 0.02% Reduce -1.2% 29,730 $2.5M
Kestra Advisory Services, LLC 0.01% Add +2.9% 29,661 $2.5M
Summit Financial, LLC 0.03% Reduce -1.6% 28,724 $2.5M
Anson Capital, Inc. 1.59% Add +771.1% 28,608 $2.5M
Moneco Advisors, LLC 0.15% Add +1.1% 28,106 $2.4M
Bank of America Corp. 0.00% Add +196.6% 27,321 $2.3M
Blair William & Co. 0.01% Add +108.9% 26,007 $2.2M
TRUE Private Wealth Advisors 0.19% Reduce -1.9% 25,976 $2.2M
Steward Partners Investment Advisory, LLC 0.01% Add +397.4% 25,458 $2.2M
Curbstone Financial Management Corp 0.37% Add +0.2% 25,206 $2.2M
Bank Ozk 0.60% Reduce -0.1% 23,732 $2.0M
Moneta Group Investment Advisors LLC 0.01% New 23,360 $2.0M
HighTower Advisors, LLC 0.00% Add +5.7% 23,266 $2.0M
Advisory Services Network, LLC 0.02% Add +6.7% 22,534 $1.9M
Captrust Financial Advisors 0.00% Add +23.6% 21,811 $1.9M
Hancock Prospecting Pty Ltd 0.03% No change 21,793 $1.9M
Geneos Wealth Management Inc. 0.04% No change 21,225 $1.8M
Solutions 4 Wealth, Ltd 2.33% Add +0.0% 21,030 $1.8M
Main Street Financial Solutions, LLC 0.11% Reduce -1.5% 20,513 $1.8M
Private Advisor Group, LLC 0.01% Add +86.5% 19,629 $1.7M
Equitable Holdings, Inc. 0.01% Add +40.6% 19,038 $1.6M
Stegent Equity Advisors, Inc. 1.16% New 18,923 $1.6M
Fortis Group Advisors, LLC 0.26% Reduce -0.1% 18,691 $1.6M
RPG Investment Advisory, LLC 0.16% Reduce -7.5% 17,739 $1.5M
Oppenheimer & Co. Inc. 0.02% Reduce -1.4% 17,705 $1.5M
VVR Holdings LLC 0.62% Add +65.8% 16,857 $1.4M
Generation Capital Management LLC 0.84% New 15,900 $1.4M
Creative Planning 0.00% Add +4.8% 15,072 $1.3M
Arax Advisory Partners 0.01% Reduce -1.4% 14,345 $1.2M
MML Investors Services, LLC 0.00% Add +43.1% 13,800 $1.2M
Sumitomo Mitsui Financial Group, Inc. 0.02% New 13,689 $1.2M
Prudential PLC 0.01% New 13,453 $1.2M
WCG Wealth Advisors LLC 0.03% Add +7.1% 13,045 $1.1M
Bank of New York Mellon Corp 0.00% Add +0.0% 13,002 $1.1M
FMR LLC 0.00% Add +17.7% 13,001 $1.1M
Bessemer Group Inc. 0.00% No change 12,940 $1.1M
Clay Northam Wealth Management, LLC 0.53% Reduce -6.0% 12,483 $1.1M
James J. Burns & Company, LLC 0.12% Add +3.0% 12,395 $1.1M
Scotia Capital Inc. 0.00% Add +1.2% 12,296 $1.1M
TD Waterhouse Canada Inc. 0.00% Reduce -0.2% 12,103 $1.0M
Millennium Management 0.00% Reduce -32.5% 11,530 $988K
Cerity Partners LLC 0.00% Reduce -10.5% 11,349 $972K
Brookstone Capital Management 0.01% Add +30.5% 11,322 $970K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +2.9% 10,369 $888K
Spire Wealth Management 0.03% Add +7.5% 9,858 $844K
IHT Wealth Management, LLC 0.02% Reduce -22.6% 9,779 $838K
Objectivity Squared, LLC 0.47% No change 9,715 $832K
Cibc World Market Inc. 0.00% Add +21.8% 9,636 $825K
Citadel Advisors 0.00% Reduce -42.1% 9,633 $825K
Wealth Enhancement Advisory Services, LLC 0.00% Add +37.4% 9,493 $788K
Tidal Investments LLC 0.00% New 8,696 $745K
Prosperity Consulting Group, LLC 0.03% Reduce -1.7% 8,655 $741K
World Investment Advisors 0.01% Reduce -1.1% 10,362 $709K
NewEdge Advisors, LLC 0.00% Add +2.2% 7,998 $685K
Greenwich Wealth Management LLC 0.02% No change 7,939 $680K
Joel Isaacson & Co., LLC 0.02% No change 7,929 $679K
Peapack Gladstone Financial Corp. 0.01% No change 7,759 $665K
Caprock Group, LLC 0.01% Reduce -2.0% 7,752 $664K
Aspiring Ventures, LLC 0.17% No change 7,500 $642K
Liberty One Investment Management, LLC 0.06% Reduce -1.0% 7,483 $641K
PNC Financial Services Group, Inc. 0.00% No change 7,400 $634K
Mariner, LLC 0.00% Reduce -28.3% 7,282 $624K
Kestra Private Wealth Services, LLC 0.01% New 7,255 $621K
Janney Montgomery Scott LLC 0.00% Add +18.7% 7,241 $620K
Financial Freedom, LLC 0.28% No change 7,151 $613K
Vontobel Holding Ltd. 0.00% Reduce -4.9% 7,151 $613K
Fifth Third Bancorp 0.00% Add +52.3% 7,136 $611K
Creekside Partners 0.22% No change 7,114 $609K
Certuity, LLC 0.03% No change 6,978 $598K
JPMorgan Chase & Co. 0.00% Reduce -0.9% 6,973 $582K
Brown Advisory Inc. 0.00% New 6,780 $581K
Financial Management, Inc. 0.46% No change 6,595 $565K
Vima LLC 0.54% — 6,394 $548K
Summit Asset Management, LLC 0.07% Reduce -1.4% 6,375 $546K
Avestar Capital, LLC 0.03% New 6,280 $538K
Wedmont Private Capital 0.01% Add +0.3% 6,420 $533K
BNP Paribas Financial Markets 0.00% Add +91.6% 6,096 $522K
Mustico Financial Group, Inc. 0.33% Add +0.4% 6,501 $506K
Thrivent Financial for Lutherans 0.00% Reduce -2.2% 5,905 $506K
Meitav Investment House Ltd. 0.00% New 5,900 $505K
HighPoint Advisor Group LLC 0.02% No change 5,878 $504K
Farther Finance Advisors, LLC 0.00% Add +11.9% 5,746 $492K
Lido Advisors, LLC 0.00% Reduce -71.6% 5,737 $491K
Kovack Advisors, Inc. 0.02% New 5,692 $488K
AlTi Global, Inc. 0.01% No change 5,665 $485K
Summit Investment Advisory Services, LLC 0.12% Add +48.4% 5,636 $483K
Brookwood Investment Group LLC 0.05% Add +15.2% 5,364 $459K
Citizens Financial Group Inc. 0.01% No change 5,354 $459K
Mutual Advisors, LLC 0.01% Reduce -3.6% 5,316 $455K
CHICAGO TRUST Co NA 0.07% No change 5,300 $454K
Fort Sheridan Advisors LLC 0.05% No change 5,218 $447K
First Foundation Advisors 0.02% No change 5,211 $446K
Pathstone Holdings, LLC 0.00% No change 5,123 $439K
EP Wealth Advisors, LLC 0.00% Reduce -14.8% 4,967 $426K
PFG Investments, LLC 0.02% Add +4.3% 4,959 $425K
Baird Financial Group, Inc. 0.00% Add +4.6% 4,843 $415K
Noble Wealth Management PBC 0.18% Add +105.6% 4,688 $402K
Cahill Financial Advisors Inc. 0.04% No change 4,658 $399K
Johnson Investment Counsel Inc. 0.00% No change 4,596 $394K
Truist Financial Corp. 0.00% Reduce -28.1% 4,535 $388K
Insigneo Advisory Services, LLC 0.01% Add +36.4% 4,458 $382K
Ethos Financial Group, LLC 0.03% Add +2.9% 4,403 $377K
North Star Investment Management Corp. 0.02% No change 4,350 $373K
Bluespring Wealth Management, LLC 0.01% New 4,247 $364K
Matauro, LLC 0.05% No change 4,128 $354K
Focus Financial Network, Inc. 0.01% New 4,112 $352K
M3 Advisory Group, LLC 0.18% Add +1.2% 4,101 $351K
Stonebridge Financial Group, LLC 0.05% — 4,099 $351K
McKinley Carter Wealth Services, Inc. 0.02% New 4,051 $347K
Level Four Advisory Services, LLC 0.01% New 4,026 $345K
Dakota Wealth Management 0.01% No change 3,933 $337K
Forum Finance Group S.A. 0.12% No change 4,825 $334K
D. E. Shaw & Co. 0.00% Reduce -39.5% 3,850 $330K
Clearwater Capital Advisors, LLC 0.02% Add +2.3% 3,818 $327K
Burke & Herbert Bank & Trust Co. 0.08% Reduce -3.8% 3,791 $325K
Harbour Investments, Inc. 0.00% Add +3.6% 3,779 $324K
Wealth Effects LLC 0.09% Add +19.5% 3,680 $315K
Commonwealth Financial Services, LLC 0.04% Add +3.0% 3,671 $314K
Vigilare Wealth Management 0.10% No change 3,668 $314K
Comprehensive Financial Consultants Institutional, Inc. 0.08% No change 3,661 $314K
Columbus Macro, LLC 0.03% Add +15.6% 3,586 $307K
Nova Wealth Management, Inc. 0.17% New 3,504 $300K
Wells Fargo & Company 0.00% Add +267.1% 3,473 $297K
Berger Financial Group, Inc 0.01% Add +3.0% 3,405 $292K
Barometer Capital Management Inc. 0.08% New 3,400 $291K
Wilson & Boucher Capital Management, LLC 0.17% No change 3,375 $289K
Bauman Advisory Group, LLC 0.15% New 3,374 $289K
Kingsview Wealth Management, LLC 0.00% Add +0.2% 3,353 $287K
Western Wealth Management, LLC 0.01% Reduce -4.2% 3,305 $283K
Capital Investment Counsel, LLC 0.03% New 3,279 $281K
Kintra Wealth, LLC 0.01% No change 3,258 $277K
Capital Square, LLC 0.12% Reduce -0.6% 3,325 $276K
American Institute for Advanced Investment Management, LLP 0.16% Add +4.7% 3,217 $276K
Beaird Harris Wealth Management, LLC 0.02% New 3,084 $264K
Mission Financial Group, LLC 0.22% — 3,078 $264K
Integrated Wealth Concepts LLC 0.00% Add +0.4% 3,076 $263K
Intesa Sanpaolo Wealth Management 0.05% New 3,046 $261K
Blue Trust, Inc. 0.00% No change 3,024 $259K
Vise Technologies, Inc. 0.00% New 3,021 $259K
Cresset Asset Management, LLC 0.00% Reduce -2.4% 2,997 $257K
Indivisible Partners 0.01% New 2,977 $255K
W1M Asset Management Ltd 0.00% New 2,950 $253K
Capital Advisors, Ltd. LLC 0.03% New 2,940 $252K
Financial Engines Advisors L.L.C. 0.00% Reduce -18.0% 2,892 $248K
Prime Capital Investment Advisors, LLC 0.00% New 2,876 $246K
Beck Capital Management, LLC 0.05% New 2,870 $246K
Roman Butler Fullerton & Co. 0.06% Add +0.4% 3,040 $245K
Whalen Wealth Management Inc. 0.11% New 2,822 $242K
Cambridge Advisors Inc. 0.04% New 2,821 $242K
Keystone Financial Group 0.01% New 2,798 $240K
Silver Oak Securities, Incorporated 0.01% New 2,762 $237K
Detalus Advisors, LLC 0.05% New 2,745 $235K
Sanctuary Advisors, LLC 0.00% New 2,727 $234K
Key Client Fiduciary Advisors, LLC 0.07% New 2,700 $231K
Performance Wealth Partners, LLC 0.01% New 2,700 $231K
Independent Financial Group, LLC 0.00% New 2,689 $230K
Ellis Investment Partners, LLC 0.03% New 2,663 $228K
Manchester Capital Management LLC 0.03% No change 2,640 $226K
Merit Financial Group, LLC 0.00% New 2,563 $220K
GR Financial Group, LLC 0.03% New 2,563 $220K
Dynamic Advisor Solutions LLC 0.01% New 2,558 $219K
Koshinski Asset Management, Inc. 0.01% New 2,545 $218K
Perigon Wealth Management, LLC 0.00% New 2,519 $216K
Savant Capital, LLC 0.00% New 2,469 $210K
McGowan Group Asset Management, Inc. 0.03% New 2,448 $210K
Meridian Wealth Management, LLC 0.01% Reduce -31.9% 2,431 $208K
McMill Wealth Management 0.05% New 2,397 $205K
Central Valley Advisors, LLC 0.05% New 2,376 $204K
ETF Store, Inc. 0.17% New 2,371 $203K
Brighton Jones LLC 0.00% New 2,351 $201K
Primoris Wealth Advisors, LLC 0.09% New 2,350 $201K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 2,288 $196K
IFG Advisory, LLC 0.01% New 2,256 $193K
BlackRock, Inc. 0.00% Add +72.3% 2,104 $180K
Winch Advisory Services, LLC 0.03% No change 1,889 $162K
Ashton Thomas Private Wealth, LLC 0.00% No change 1,593 $136K
Bank of Montreal 0.00% Add +2.4% 1,587 $136K
Valley National Advisers Inc. 0.02% Add +200.2% 1,585 $136K
US Bancorp \de 0.00% No change 1,464 $125K
Evermay Wealth Management LLC 0.01% Add +70.4% 1,380 $118K
SBI Securities Co., Ltd. 0.00% Add +48.6% 1,321 $113K
IFP Advisors, Inc 0.00% Reduce -2.2% 1,301 $111K
Simplex Trading, LLC 0.00% Add +25.4% 1,253 $107K
Physician Wealth Advisors, Inc. 0.01% No change 1,250 $107K
International Assets Investment Management, LLC 0.01% Reduce -20.6% 1,236 $106K
Banque Transatlantique SA 0.00% No change 1,534 $104K
Solstein Capital, LLC 0.03% No change 1,175 $101K
CENTRAL TRUST Co 0.00% No change 1,000 $86K
Allied Private Wealth LLC 0.05% — 1,005 $81K
Ancora Advisors LLC 0.00% Add +0.6% 944 $81K
Wilmington Savings Fund Society, FSB 0.00% No change 906 $78K
Pittenger & Anderson Inc. 0.00% No change 875 $75K
Bartlett & Co. Wealth Management LLC 0.00% No change 800 $69K
Allworth Financial LP 0.00% No change 704 $60K
Aberdeen Wealth Management LLC 0.03% New 700 $60K
Qube Research & Technologies Ltd 0.00% Reduce -97.3% 697 $60K
PFS Partners, LLC 0.02% No change 600 $51K
Strategic Wealth Partners, Ltd. 0.00% No change 600 $51K
Quintet Private Bank (Europe) S.A. 0.00% No change 600 $51K
Atlas Capital Advisors Inc. 0.01% No change 556 $48K
LOM Asset Management Ltd 0.01% No change 550 $47K
Global Retirement Partners, LLC 0.00% — 548 $47K
Crews Bank & Trust 0.01% No change 529 $45K
Bellevue Asset Management, LLC 0.02% No change 519 $44K
Downshift Financial, LLC 0.02% New 486 $42K
Assetmark, Inc. 0.00% Add +533.3% 475 $41K
Signaturefd, LLC 0.00% Add +6.9% 467 $40K
Ameriflex Group, Inc. 0.02% No change 455 $39K
Archer Investment Corp 0.01% No change 436 $37K
JDM Financial Group LLC 0.01% New 396 $34K
Concord Wealth Partners 0.00% New 377 $32K
Fiduciary Financial Advisors 0.00% New 371 $32K
AdvisorNet Financial, Inc 0.00% Add +0.3% 368 $32K
Toth Financial Advisory Corp. 0.00% No change 360 $31K
Duncker Streett & Co. Inc. 0.00% No change 340 $29K
Triumph Capital Management 0.01% Add +5.0% 337 $29K
SHP Wealth Management 0.00% No change 337 $29K
Costello Asset Management, INC 0.01% No change 326 $28K
TOWER TRUST & INVESTMENT Co 0.02% No change 325 $28K
Compass Financial Management LLC 0.00% — 314 $27K
Bank of New Hampshire 0.01% No change 304 $26K
Rossby Financial, LCC 0.00% No change 302 $26K
Larson Financial Group LLC 0.00% No change 300 $26K
NFSG Corp 0.00% No change 292 $25K
Osbon Capital Management LLC 0.02% No change 281 $24K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 230 $20K
Washington Trust Advisors, Inc. 0.00% No change 223 $19K
Hager Investment Management Services, LLC 0.01% No change 222 $19K
Adirondack Trust Co. 0.01% No change 221 $19K
Cedar Mountain Advisors, LLC 0.00% Add +198.6% 212 $18K
CoreCap Advisors, LLC 0.00% No change 208 $18K
Wolff Wiese Magana LLC 0.01% No change 202 $17K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 200 $17K
Capital Analysts, LLC 0.00% No change 200 $17K
Manning & Napier Advisors LLC 0.00% New 200 $17K
Cranbrook Wealth Management, LLC 0.00% No change 189 $16K
Flagship Wealth Advisors, LLC 0.00% No change 188 $16K
Atlantic Union Bankshares Corp 0.00% Reduce -41.1% 176 $15K
Harbor Asset Planning, Inc. 0.01% No change 157 $13K
Pacifica Partners Inc. 0.00% No change 158 $13K
Aptus Capital Advisors, LLC 0.00% New 152 $13K
Avion Wealth 0.00% No change 159 $13K
Jones Financial Companies LLLP 0.00% New 150 $12K
Spectrum Wealth Advisory Group, LLC 0.00% New 120 $10K
Colonial Trust Advisors 0.00% No change 119 $10K
Brown, Lisle/Cummings, Inc. 0.00% No change 117 $10K
Russell Investments Group, Ltd. 0.00% Reduce -83.3% 102 $9K
Westside Investment Management, Inc. 0.00% No change 100 $9K
Roble, Belko & Company, Inc 0.00% No change 87 $7K
Glen Eagle Advisors, LLC 0.00% No change 80 $7K
Trust Co 0.00% No change 79 $7K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 79 $7K
Kilter Group LLC 0.00% No change 77 $7K
Accordant Advisory Group Inc 0.00% No change 75 $6K
Parallel Advisors, LLC 0.00% Reduce -81.1% 70 $6K
Fourth Dimension Wealth, LLC 0.00% No change 64 $5K
Anchor Investment Management, LLC 0.00% No change 50 $4K
Private Trust Co. NA 0.00% New 44 $4K
Montag A & Associates Inc. 0.00% No change 40 $3K
Nvwm, LLC 0.00% No change 39 $3K
Silver Grove Financial Group, Inc. 0.00% New 35 $3K
Clearstead Advisors, LLC 0.00% Reduce -94.7% 33 $3K
Lodestone Wealth Management LLC 0.00% Reduce -49.2% 31 $3K
LifeSteps Financial, Inc. 0.00% New 30 $3K
Glassman Wealth Services 0.00% No change 30 $3K
MCF Advisors LLC 0.00% No change 30 $3K
Cordant, Inc. 0.00% New 25 $2K
Pension & Wealth Management Advisors, Inc. 0.00% No change 20 $2K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 20 $2K
HM Payson & Co. 0.00% New 19 $2K
Parkside Financial Bank & Trust 0.00% No change 16 $1K
Hilton Head Capital Partners, LLC 0.00% No change 15 $1K
Blue Bell Private Wealth Management, LLC 0.00% No change 15 $1K
Miller Global Investments, LLC 0.00% New 6 $514
Creative Financial Designs Inc. 0.00% No change 5 $428
Buck Wealth Strategies, LLC 0.00% New 3 $227
Main Street Group, LTD 0.00% No change 2 $171
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.