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ROBO Global Robotics & Automation ETF (ROBO) Institutional Ownership

ROBO Global Robotics & Automation ETF logo
$52.44 +1.36 (+2.66%)
Closing price 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for ROBO Global Robotics & Automation ETF (NYSEARCA:ROBO)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$64.85M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$13.88M
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ROBO Institutional Buying and Selling by Quarter

ROBO Global Robotics & Automation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2025 Burke & Herbert Bank & Trust Co.18,076$931K0.2%-1.2%0.101%
4/29/2025 Bank of New York Mellon Corp13,042$672K0.0%-1.8%0.073%
4/23/2025 SOL Capital Management CO9,660$497K0.1%-28.8%0.054%
4/23/2025 Wealthquest Corp1,085,420$55.90M5.4%N/A6.088%
4/21/2025 Silverleafe Capital Partners LLC8,131$419K0.1%-87.2%0.045%
4/18/2025 Financial Freedom LLC6,997$360K0.2%-14.0%0.039%
4/15/2025 Noble Wealth Management PBC680$35K0.0%+106.1%0.004%
4/14/2025 Farther Finance Advisors LLC3,789$195K0.0%-20.1%0.021%
4/7/2025 AdvisorNet Financial Inc2,351$121K0.0%-72.2%0.013%
2/19/2025Wilson & Boucher Capital Management LLC3,775$212K0.2%-10.7%0.017%
2/17/2025Captrust Financial Advisors21,409$1.20M0.0%-77.2%0.094%
2/17/2025Baird Financial Group Inc.7,891$444K0.0%-18.7%0.035%
2/17/2025BNP Paribas Financial Markets1,575$89K0.0%-25.2%0.007%
2/17/2025Ameriprise Financial Inc.142,295$8.01M0.0%-2.2%0.625%
2/13/2025Oarsman Capital Inc.780$44K0.0%+34.5%0.003%
2/12/2025OLD Mission Capital LLC36,633$2.06M0.0%N/A0.161%
2/12/2025JPMorgan Chase & Co.2,479$139K0.0%-31.4%0.011%
2/10/2025 Farther Finance Advisors LLC4,744$267K0.0%-40.5%0.021%
2/6/2025SBI Securities Co. Ltd.681$38K0.0%N/A0.003%
2/4/2025 Bank of New York Mellon Corp13,279$747K0.0%-3.1%0.058%
2/4/2025Crestwood Advisors Group LLC55,607$3.13M0.1%-0.7%0.244%
1/31/2025Pinnacle Wealth Management Advisory Group LLC13,898$782K0.1%-3.7%0.061%
1/23/2025 SOL Capital Management CO13,564$763K0.1%-19.1%0.060%
1/21/2025AlphaMark Advisors LLC2,695$152K0.1%+56.7%0.012%
1/17/2025 Avior Wealth Management LLC8,100$456K0.0%-14.8%0.036%
1/13/2025 AdvisorNet Financial Inc8,443$475K0.0%-16.2%0.037%
1/6/2025 Silverleafe Capital Partners LLC63,289$3.56M1.1%+5.0%0.278%
12/26/2024JPMorgan Chase & Co.3,616$206K0.0%+12.8%0.016%
11/14/2024Flow Traders U.S. LLC83,393$4.76M0.2%N/A0.367%
11/14/2024Captrust Financial Advisors93,968$5.36M0.0%-23.7%0.413%
11/13/2024BNP Paribas Financial Markets2,107$120K0.0%-60.0%0.009%
11/12/2024Cahill Financial Advisors Inc.5,077$290K0.0%-18.3%0.022%
11/8/2024 Avior Wealth Management LLC9,503$542K0.0%-21.8%0.042%
11/6/2024Valley Wealth Managers Inc.38,074$2.17M0.2%+0.8%0.167%
10/30/2024 Crescent Grove Advisors LLC4,208$240K0.0%-9.8%0.018%
10/23/2024 Burke & Herbert Bank & Trust Co.18,301$1.04M0.2%-9.2%0.080%
10/17/2024AlphaMark Advisors LLC1,720$98K0.0%+286.5%0.008%
10/11/2024 Fiduciary Alliance LLC6,446$368K0.0%-26.1%0.028%
10/7/2024 Bank of New Hampshire1,078$62K0.0%-51.0%0.005%
8/14/2024Marshall Wace LLP7,629$420K0.0%N/A0.034%
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8/8/2024Valley Wealth Managers Inc.37,780$2.08M0.2%-25.5%0.166%
8/7/2024Ashton Thomas Private Wealth LLC1,147$63K0.0%N/A0.005%
8/7/2024Cahill Financial Advisors Inc.6,212$342K0.0%-17.5%0.027%
8/1/2024Crestwood Advisors Group LLC55,887$3.08M0.1%+1.6%0.246%
7/31/2024 Farther Finance Advisors LLC8,109$443K0.0%+6.1%0.036%
7/29/2024Migdal Insurance & Financial Holdings Ltd.448$25K0.0%-97.5%0.002%
7/25/2024Pinnacle Wealth Management Advisory Group LLC14,432$795K0.1%-1.3%0.063%
7/16/2024 Burke & Herbert Bank & Trust Co.20,166$1.11M0.3%N/A0.089%
7/15/2024Vigilare Wealth Management3,667$202K0.1%-7.1%0.016%
7/10/2024 Fiduciary Alliance LLC8,719$479K0.1%-4.4%0.038%
7/9/2024 Adirondack Trust Co.900$50K0.0%N/A0.004%
7/3/2024 Curbstone Financial Management Corp20,830$1.15M0.2%+1.0%0.092%
7/1/2024 Bank of New Hampshire2,202$121K0.0%-87.8%0.010%
5/17/2024Comerica Bank11,910$698K0.0%-26.3%0.052%
5/1/2024BNP Paribas Financial Markets1,495$88K0.0%+361.4%0.006%
4/29/2024 Crescent Grove Advisors LLC4,663$273K0.0%+32.6%0.020%
4/24/2024 SOL Capital Management CO23,894$1.40M0.2%-1.3%0.104%
4/24/2024 Financial Freedom LLC8,227$482K0.3%-5.0%0.036%
4/22/2024 Accordant Advisory Group Inc4,676$274K0.2%N/A0.020%
4/17/2024 Fiduciary Alliance LLC9,116$530K0.1%-13.1%0.040%
4/15/2024Atlas Capital Advisors LLC556$33K0.0%N/A0.002%
4/10/2024 Bank of New Hampshire18,076$1.06M0.3%-2.4%0.070%
2/12/2024Wilson & Boucher Capital Management LLC4,225$242K0.2%-6.1%0.016%
2/7/2024Valley Wealth Managers Inc.50,732$2.91M0.2%-10.7%0.195%
2/7/2024Pinnacle Wealth Management Advisory Group LLC14,882$853K0.1%+6.3%0.057%
2/2/2024 Bank of New Hampshire18,514$1.06M0.3%-9.8%0.071%
1/31/2024Migdal Insurance & Financial Holdings Ltd.17,988$1.03M0.0%-9.6%0.069%
1/30/2024 Crescent Grove Advisors LLC3,516$201K0.0%N/A0.014%
1/29/2024Crestwood Advisors Group LLC52,058$2.98M0.1%+6.5%0.200%
1/25/2024 SOL Capital Management CO24,219$1.39M0.2%+1.1%0.093%
1/19/2024 AdvisorNet Financial Inc8,883$509K0.0%-10.8%0.034%
11/15/2023Crestwood Advisors Group LLC48,863$2.46M0.1%N/A0.188%
11/9/2023Valley Wealth Managers Inc.56,807$2.86M0.2%N/A0.218%
10/25/2023Pinnacle Wealth Management Advisory Group LLC14,000$705K0.1%-12.1%0.054%
10/24/2023 Bank of New York Mellon Corp15,715$791K0.0%+16.7%0.060%
10/19/2023 SOL Capital Management CO23,944$1.21M0.2%-14.0%0.092%
10/18/2023 Fiduciary Alliance LLC10,598$534K0.1%+3.3%0.041%
10/10/2023 Bank of New Hampshire20,523$1.03M0.3%-8.2%0.079%
9/21/2023Baystate Wealth Management LLC15,930$933K0.1%N/A0.061%
9/12/2023 Farther Finance Advisors LLC4,257$249K0.1%+28.6%0.016%
8/15/2023Cahill Financial Advisors Inc.8,714$510K0.1%-17.2%0.034%
8/2/2023Baystate Wealth Management LLC15,930$933K0.1%N/A0.063%
7/28/2023 Financial Freedom LLC8,611$504K0.4%+48.5%0.034%
7/28/2023 Bank of New Hampshire22,361$1.31M0.4%-1.9%0.089%
7/25/2023Mathes Company Inc.14,175$830K0.4%N/A0.056%
7/24/2023Migdal Insurance & Financial Holdings Ltd.21,015$1.23M0.0%-19.0%0.084%
7/18/2023 Fiduciary Alliance LLC10,261$601K0.1%+9.8%0.041%
7/14/2023 AdvisorNet Financial Inc9,943$582K0.0%+3.5%0.040%
7/5/2023 Curbstone Financial Management Corp20,860$1.22M0.3%-1.9%0.083%
5/12/2023 Curbstone Financial Management Corp21,260$1.16M0.3%-7.0%0.085%
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Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
5/12/2023Cahill Financial Advisors Inc.10,521$576K0.1%-10.0%0.042%
5/9/2023US Bancorp DE4,024$220K0.0%-75.0%0.016%
5/4/2023Pinnacle Wealth Management Advisory Group LLC14,265$781K0.1%-2.9%0.057%
5/4/2023Resolute Wealth Strategies LLC10,154$556K0.5%N/A0.040%
5/2/2023Endurance Wealth Management Inc.50,313$2.75M0.4%+0.8%0.202%
5/1/2023 Financial Freedom LLC5,798$317K0.2%+81.1%0.023%
5/1/2023Migdal Insurance & Financial Holdings Ltd.25,954$1.42M0.0%+11.6%0.104%
4/28/2023 SG Americas Securities LLC7,000$383K0.0%N/A0.028%
4/19/2023 SOL Capital Management CO27,759$1.52M0.2%+1.9%0.111%
4/18/2023 Fiduciary Alliance LLC9,341$511K0.1%+6.0%0.037%
(Data available from 1/1/2016 forward)

ROBO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ROBO shares?

During the previous two years, 42 institutional investors and hedge funds held shares of ROBO Global Robotics & Automation ETF. The most heavily invested institutionals were Wealthquest Corp ($55.90M), Ameriprise Financial Inc. ($8.01M), Flow Traders U.S. LLC ($4.76M), Crestwood Advisors Group LLC ($3.13M), Endurance Wealth Management Inc. ($2.75M), Valley Wealth Managers Inc. ($2.17M), and OLD Mission Capital LLC ($2.06M).Learn more on ROBO's institutional investors.

Which institutional investors have been buying ROBO Global Robotics & Automation ETF stock?

Of the 31 institutional investors that purchased ROBO Global Robotics & Automation ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealthquest Corp ($1.09M), Flow Traders U.S. LLC ($83.39K), Valley Wealth Managers Inc. ($57.10K), Crestwood Advisors Group LLC ($52.94K), OLD Mission Capital LLC ($36.63K), Baystate Wealth Management LLC ($31.86K), and Burke & Herbert Bank & Trust Co. ($20.17K).

How much institutional buying is happening at ROBO Global Robotics & Automation ETF?

Institutional investors have bought a total of 1,429,332 shares in the last 24 months. This purchase volume represents approximately $74.77M in transactions.

Which ROBO Global Robotics & Automation ETF major shareholders have been selling company stock?

Of the 26 institutional investors that sold ROBO Global Robotics & Automation ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Captrust Financial Advisors ($101.73K), Silverleafe Capital Partners LLC ($55.16K), Migdal Insurance & Financial Holdings Ltd. ($24.04K), Bank of New Hampshire ($21.71K), Valley Wealth Managers Inc. ($19.03K), US Bancorp DE ($12.09K), and SOL Capital Management CO ($11.33K).

How much institutional selling is happening at ROBO Global Robotics & Automation ETF?

Institutional investors have sold a total of 297,015 shares in the last 24 months. This volume of shares sold represents approximately $16.34M in transactions.


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This page (NYSEARCA:ROBO) was last updated on 5/2/2025 by MarketBeat.com Staff
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