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ROBO Global Robotics & Automation ETF (ROBO) Institutional Ownership

ROBO Global Robotics & Automation ETF logo
$55.53 -0.48 (-0.86%)
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Institutional Ownership Changes (13F Filings) for ROBO Global Robotics & Automation ETF (NYSEARCA:ROBO)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$122.64M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$15.12M
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ROBO Institutional Buying and Selling by Quarter

ROBO Global Robotics & Automation ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 NewEdge Advisors LLC6,441$332K0.0%+593.3%0.037%
5/15/2025 Baird Financial Group Inc.7,503$386K0.0%-4.9%0.043%
5/15/2025 OLD Mission Capital LLC8,030$414K0.0%-78.1%0.046%
5/14/2025 Flow Traders U.S. LLC103,421$5.33M0.2%+30.3%0.591%
5/12/2025 Atlas Capital Advisors Inc.556$29K0.0%N/A0.003%
5/8/2025 Wealthquest Corp1,085,420$55.90M2.5%N/A6.088%
5/7/2025 Pinnacle Wealth Management Advisory Group LLC14,314$737K0.1%+3.0%0.080%
5/5/2025 Crestwood Advisors Group LLC61,751$3.18M0.1%+11.0%0.346%
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%
2/19/2025 Wilson & Boucher Capital Management LLC3,775$212K0.2%-10.7%0.017%
2/17/2025 Captrust Financial Advisors21,409$1.20M0.0%-77.2%0.094%
2/17/2025 Baird Financial Group Inc.7,891$444K0.0%-18.7%0.035%
2/17/2025 BNP Paribas Financial Markets1,575$89K0.0%-25.2%0.007%
2/17/2025 Ameriprise Financial Inc.142,295$8.01M0.0%-2.2%0.625%
2/13/2025 Oarsman Capital Inc.780$44K0.0%+34.5%0.003%
2/12/2025 OLD Mission Capital LLC36,633$2.06M0.0%N/A0.161%
2/12/2025 JPMorgan Chase & Co.2,479$139K0.0%-31.4%0.011%
2/10/2025 Farther Finance Advisors LLC4,744$267K0.0%-40.5%0.021%
2/6/2025 SBI 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%
2/4/2025 Crestwood Advisors Group LLC55,607$3.13M0.1%-0.7%0.244%
1/31/2025 Pinnacle 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%
12/26/2024 JPMorgan Chase & Co.3,616$206K0.0%+12.8%0.016%
11/14/2024 Flow Traders U.S. LLC83,393$4.76M0.2%N/A0.367%
11/14/2024 Captrust Financial Advisors93,968$5.36M0.0%-23.7%0.413%
11/13/2024 BNP Paribas Financial Markets2,107$120K0.0%-60.0%0.009%
11/12/2024 Cahill Financial Advisors Inc.5,077$290K0.0%-18.3%0.022%
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11/8/2024 Avior Wealth Management LLC9,503$542K0.0%-21.8%0.042%
11/6/2024 Valley 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%
8/14/2024 Marshall Wace LLP7,629$420K0.0%N/A0.034%
8/8/2024 Valley Wealth Managers Inc.37,780$2.08M0.2%-25.5%0.166%
8/7/2024 Ashton Thomas Private Wealth LLC1,147$63K0.0%N/A0.005%
8/7/2024 Cahill Financial Advisors Inc.6,212$342K0.0%-17.5%0.027%
8/1/2024 Crestwood 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%
7/29/2024 Migdal Insurance & Financial Holdings Ltd.448$25K0.0%-97.5%0.002%
7/25/2024 Pinnacle 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%
5/17/2024 Comerica Bank11,910$698K0.0%-26.3%0.052%
5/1/2024 BNP 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%
4/15/2024 Atlas Capital Advisors LLC556$33K0.0%N/A0.002%
4/10/2024 Bank of New Hampshire18,076$1.06M0.3%-2.4%0.070%
2/12/2024 Wilson & Boucher Capital Management LLC4,225$242K0.2%-6.1%0.016%
2/7/2024 Valley Wealth Managers Inc.50,732$2.91M0.2%-10.7%0.195%
2/7/2024 Pinnacle 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%
1/31/2024 Migdal 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%
1/29/2024 Crestwood 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%
11/15/2023 Crestwood Advisors Group LLC48,863$2.46M0.1%N/A0.188%
11/9/2023 Valley Wealth Managers Inc.56,807$2.86M0.2%N/A0.218%
10/25/2023 Pinnacle 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%
8/15/2023 Cahill Financial Advisors Inc.8,714$510K0.1%-17.2%0.034%
8/2/2023Baystate Wealth Management LLC15,930$933K0.1%N/A0.063%
Trump wipes out trillions overnight… (Ad)

Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.

Whether you take some of that wealth for yourself depends on if you watch this controversial exposé
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%
7/25/2023 Mathes Company Inc.14,175$830K0.4%N/A0.056%
7/24/2023 Migdal 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%
5/12/2023 Cahill Financial Advisors Inc.10,521$576K0.1%-10.0%0.042%
5/9/2023 US Bancorp DE4,024$220K0.0%-75.0%0.016%
(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. ($8.01M), Flow Traders U.S. LLC ($5.33M), Crestwood Advisors Group LLC ($3.18M), Valley Wealth Managers Inc. ($2.17M), Captrust Financial Advisors ($1.20M), and Curbstone Financial Management Corp ($1.15M).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 ($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), 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 2,540,880 shares in the last 24 months. This purchase volume represents approximately $131.98M 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), OLD Mission Capital LLC ($28.60K), Migdal Insurance & Financial Holdings Ltd. ($24.04K), Bank of New Hampshire ($21.71K), Valley Wealth Managers Inc. ($19.03K), 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 310,723 shares in the last 24 months. This volume of shares sold represents approximately $17.00M in transactions.



This page (NYSEARCA:ROBO) was last updated on 5/23/2025 by MarketBeat.com Staff
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