ROBO institutional holders

EXCHANGE TRADED CONCEPTS TRU · 13F, 2026Q2

Managers holding317
Shares held7,970,245
Reported value$682.3m
Quarter flows72 new, 91 added, 57 trimmed, 22 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY895,257$76.7m0.0%
UBS Group AG878,150$75.2m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO480,227$41.1m0.0%
Annex Advisory Services, LLC399,979$34.3m0.6%
LPL Financial LLC391,443$33.5m0.0%
RAYMOND JAMES FINANCIAL INC265,418$22.7m0.0%
AMERIPRISE FINANCIAL INC262,465$22.5m0.0%
ROYAL BANK OF CANADA223,445$19.1m0.0%
ARMSTRONG ADVISORY GROUP, INC217,296$18.6m1.1%
Gray Foundation205,000$17.6m3.9%
Biltmore Family Office, LLC202,125$17.3m2.3%
MinichMacGregor Wealth Management, LLC175,324$15.0m2.3%
Corient Private Wealth LP173,193$14.8m0.0%
Carmel Capital Management L.L.C.100,490$8.6m1.9%
Cambridge Investment Research Advisors, Inc.96,930$8.3m0.0%
NTV Asset Management LLC94,395$8.1m0.8%
COMMONWEALTH EQUITY SERVICES, LLC81,419$7.0m0.0%
Crestwood Advisors Group, LLC79,742$6.8m0.1%
GFS Advisors, LLC79,718$6.8m0.2%
NATIONAL BANK OF CANADA /FI/76,964$6.6m0.0%
PRINCIPAL SECURITIES, INC.73,646$6.3m0.1%
OSAIC HOLDINGS, INC.72,965$6.3m0.0%
Black Swift Group, LLC71,460$6.1m0.9%
STIFEL FINANCIAL CORP68,412$5.9m0.0%
Cetera Investment Advisers64,536$5.5m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("ROBO"). ROBO price history · All 13F data

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