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ROBO Global Robotics & Automation ETF (ROBO) Institutional Ownership

ROBO Global Robotics & Automation ETF logo
$65.36 +1.17 (+1.82%)
Closing price 04:10 PM Eastern
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$65.28 -0.08 (-0.11%)
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Institutional Ownership Changes (13F Filings) for ROBO Global Robotics & Automation ETF (NYSEARCA:ROBO)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$121.91M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$18.20M
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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
8/15/2025 Captrust Financial Advisors22,778$1.36M0.0%+6.4%0.132%
8/15/2025 Ameriprise Financial Inc.129,201$7.72M0.0%-9.0%0.748%
8/14/2025 NewEdge Advisors LLC1,491$89K0.0%-76.9%0.009%
8/13/2025 Flow Traders U.S. LLC34,674$2.07M0.1%-66.5%0.201%
8/13/2025 Baird Financial Group Inc.6,370$381K0.0%-15.1%0.037%
8/12/2025 JPMorgan Chase & Co.6,006$359K0.0%+280.8%0.035%
8/11/2025 Western Wealth Management LLC3,363$201K0.0%N/A0.019%
8/7/2025 Pinnacle Wealth Management Advisory Group LLC10,470$626K0.1%-26.9%0.060%
8/5/2025 Crestwood Advisors Group LLC59,037$3.53M0.1%-4.4%0.338%
7/31/2025 Burke & Herbert Bank & Trust Co.17,831$1.07M0.2%-1.4%0.102%
7/18/2025 Vigilare Wealth Management3,667$219K0.1%N/A0.021%
7/14/2025 AdvisorNet Financial Inc780$47K0.0%-66.8%0.004%
7/7/2025 Wilson & Boucher Capital Management LLC3,775$226K0.2%N/A0.022%
5/16/2025NewEdge Advisors LLC6,441$332K0.0%+593.3%0.037%
5/15/2025Baird Financial Group Inc.7,503$386K0.0%-4.9%0.043%
5/15/2025OLD Mission Capital LLC8,030$414K0.0%-78.1%0.046%
5/14/2025Flow Traders U.S. LLC103,421$5.33M0.2%+30.3%0.591%
5/12/2025Atlas Capital Advisors Inc.556$29K0.0%N/A0.003%
5/8/2025Wealthquest Corp1,085,420$55.90M2.5%N/A6.088%
5/7/2025Pinnacle Wealth Management Advisory Group LLC14,314$737K0.1%+3.0%0.080%
5/5/2025Crestwood Advisors Group LLC61,751$3.18M0.1%+11.0%0.346%
4/29/2025Burke & Herbert Bank & Trust Co.18,076$931K0.2%-1.2%0.101%
4/29/2025Bank of New York Mellon Corp13,042$672K0.0%-1.8%0.073%
4/23/2025SOL Capital Management CO9,660$497K0.1%-28.8%0.054%
4/23/2025Wealthquest Corp1,085,420$55.90M5.4%N/A6.088%
4/21/2025Silverleafe Capital Partners LLC8,131$419K0.1%-87.2%0.045%
4/18/2025Financial Freedom LLC6,997$360K0.2%-14.0%0.039%
4/15/2025Noble Wealth Management PBC680$35K0.0%+106.1%0.004%
4/14/2025Farther Finance Advisors LLC3,789$195K0.0%-20.1%0.021%
4/7/2025AdvisorNet 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%
2/10/2025Farther Finance Advisors LLC4,744$267K0.0%-40.5%0.021%
2/6/2025SBI Securities Co. Ltd.681$38K0.0%N/A0.003%
2/4/2025Bank 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%
1/23/2025SOL Capital Management CO13,564$763K0.1%-19.1%0.060%
1/21/2025AlphaMark Advisors LLC2,695$152K0.1%+56.7%0.012%
1/17/2025Avior Wealth Management LLC8,100$456K0.0%-14.8%0.036%
1/13/2025AdvisorNet Financial Inc8,443$475K0.0%-16.2%0.037%
1/6/2025Silverleafe 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%
11/8/2024Avior 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%
10/30/2024Crescent Grove Advisors LLC4,208$240K0.0%-9.8%0.018%
10/23/2024Burke & 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%
10/11/2024Fiduciary Alliance LLC6,446$368K0.0%-26.1%0.028%
10/7/2024Bank of New Hampshire1,078$62K0.0%-51.0%0.005%
8/14/2024Marshall Wace LLP7,629$420K0.0%N/A0.034%
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%
7/31/2024Farther 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%
7/16/2024Burke & Herbert Bank & Trust Co.20,166$1.11M0.3%N/A0.089%
7/15/2024Vigilare Wealth Management3,667$202K0.1%-7.1%0.016%
7/10/2024Fiduciary Alliance LLC8,719$479K0.1%-4.4%0.038%
7/9/2024Adirondack Trust Co.900$50K0.0%N/A0.004%
7/3/2024Curbstone Financial Management Corp20,830$1.15M0.2%+1.0%0.092%
7/1/2024Bank 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%
4/29/2024Crescent Grove Advisors LLC4,663$273K0.0%+32.6%0.020%
4/24/2024SOL Capital Management CO23,894$1.40M0.2%-1.3%0.104%
4/24/2024Financial Freedom LLC8,227$482K0.3%-5.0%0.036%
4/22/2024Accordant Advisory Group Inc4,676$274K0.2%N/A0.020%
4/17/2024Fiduciary Alliance LLC9,116$530K0.1%-13.1%0.040%
4/15/2024Atlas Capital Advisors LLC556$33K0.0%N/A0.002%
4/10/2024Bank 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%
2/2/2024Bank 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%
1/30/2024Crescent Grove Advisors LLC3,516$201K0.0%N/A0.014%
1/29/2024Crestwood Advisors Group LLC52,058$2.98M0.1%+6.5%0.200%
1/25/2024SOL Capital Management CO24,219$1.39M0.2%+1.1%0.093%
1/19/2024AdvisorNet 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%
10/24/2023Bank of New York Mellon Corp15,715$791K0.0%+16.7%0.060%
10/19/2023SOL Capital Management CO23,944$1.21M0.2%-14.0%0.092%
10/18/2023Fiduciary Alliance LLC10,598$534K0.1%+3.3%0.041%
10/10/2023Bank of New Hampshire20,523$1.03M0.3%-8.2%0.079%
9/21/2023Baystate Wealth Management LLC15,930$933K0.1%N/A0.061%
(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, 41 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. ($7.72M), Crestwood Advisors Group LLC ($3.53M), Valley Wealth Managers Inc. ($2.17M), Flow Traders U.S. LLC ($2.07M), Captrust Financial Advisors ($1.36M), and Curbstone Financial Management Corp ($1.15M).Learn more on ROBO Global Robotics & Automation ETF's institutional investors.

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

Of the 32 institutional investors that purchased ROBO Global Robotics & Automation ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealthquest Corp ($2.17M), Flow Traders U.S. LLC ($107.45K), Crestwood Advisors Group LLC ($59.08K), Valley Wealth Managers Inc. ($57.10K), OLD Mission Capital LLC ($36.63K), Burke & Herbert Bank & Trust Co. ($20.17K), and Baystate Wealth Management LLC ($15.93K).

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

Institutional investors have bought a total of 2,351,359 shares in the last 24 months. This purchase volume represents approximately $121.91M in transactions.

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

Of the 23 institutional investors that sold ROBO Global Robotics & Automation ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Captrust Financial Advisors ($101.73K), Flow Traders U.S. LLC ($68.75K), Silverleafe Capital Partners LLC ($55.16K), OLD Mission Capital LLC ($28.60K), Ameriprise Financial Inc. ($16.08K), AdvisorNet Financial Inc ($9.30K), and SOL Capital Management CO ($7.11K).

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

Institutional investors have sold a total of 325,132 shares in the last 24 months. This volume of shares sold represents approximately $18.20M in transactions.


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This page (NYSEARCA:ROBO) was last updated on 9/11/2025 by MarketBeat.com Staff
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