Go Pro
→ Your book attached (From Profits Run) (Ad)tc pixel Free ROBO Stock Alerts

ROBO Global Robotics & Automation ETF (ROBO) Institutional Ownership

ROBO Global Robotics & Automation ETF logo
$82.19 +1.01 (+1.24%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for ROBO Global Robotics & Automation ETF (NYSEARCA:ROBO)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$10.82M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$1.85M
Get ROBO Insider Trade Alerts

Want to know when executives and insiders are buying or selling ROBO Global Robotics & Automation ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

ROBO Institutional Buying and Selling by Quarter

ROBO Global Robotics & Automation ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2026 Compass Financial Management LLC314$27K0.0%N/A0.001%
8/13/2026 Capital Square LLC3,325$276K0.1%N/A0.013%
8/12/2026 Compass Financial Management LLC314$27K0.0%N/A0.001%
7/9/2026 Allied Private Wealth LLC1,005$81K0.1%N/A0.004%
7/1/2026 Noble Wealth Management PBC4,688$402K0.2%+105.6%0.019%
5/5/2026 Bank of New York Mellon Corp13,001$890K0.0%-1.4%0.059%
4/22/2026 Janney Montgomery Scott LLC6,100$417K0.0%+5.1%0.028%
4/17/2026 AdvisorNet Financial Inc367$25K0.0%-51.2%0.002%
2/18/2026 Strive Financial Group LLC3,805$264K0.1%N/A0.018%
2/17/2026 Advisory Services Network LLC11,831$820K0.0%+1,820.6%0.057%
2/17/2026 Captrust Financial Advisors18,231$1.26M0.0%-8.9%0.088%
2/16/2026 Atlas Capital Advisors Inc.556$39K0.0%N/A0.003%
2/13/2026 Beck Capital Management LLC10,544$731K0.2%+4.1%0.051%
2/12/2026 Burke & Herbert Bank & Trust Co.3,871$268K0.1%-78.2%0.019%
2/11/2026 Janney Montgomery Scott LLC5,805$402K0.0%+14.3%0.028%
2/5/2026 Wilson & Boucher Capital Management LLC3,375$234K0.2%-5.6%0.016%
2/3/2026 Winch Advisory Services LLC1,926$134K0.0%-44.0%0.009%
2/3/2026 Crestwood Advisors Group LLC58,674$4.07M0.1%-0.5%0.285%
1/30/2026 Archer Investment Corp435$30K0.0%N/A0.002%
1/30/2026 SOL Capital Management CO6,555$454K0.0%-19.7%0.032%
1/23/2026 Farther Finance Advisors LLC5,200$360K0.0%+15.5%0.026%
1/23/2026 Curbstone Financial Management Corp24,480$1.70M0.3%+4.0%0.124%
1/1/2026 JPMorgan Chase & Co.9,802$643K0.0%+63.2%0.055%
11/17/2025 NewEdge Advisors LLC7,814$512K0.0%+424.1%0.044%
11/17/2025 Ameriprise Financial Inc.124,092$8.14M0.0%-4.0%0.693%
11/7/2025 Fortis Group Advisors LLC18,719$1.30M0.2%+3,628.9%0.105%
11/7/2025 JPMorgan Chase & Co.9,802$643K0.0%+63.2%0.055%
11/5/2025 SBI Securities Co. Ltd.598$39K0.0%-22.9%0.003%
11/3/2025 Cahill Financial Advisors Inc.4,690$308K0.0%-7.6%0.026%
11/3/2025 Cloud Capital Management LLC585$38K0.0%N/A0.003%
11/3/2025GPS Wealth Strategies Group LLC2,263$148K0.0%+2,118.6%0.013%
10/29/2025 SOL Capital Management CO8,160$535K0.0%-15.1%0.046%
10/23/2025 SG Americas Securities LLC50,000$3.28M0.0%N/A0.280%
10/23/2025 Strategic Blueprint LLC43,311$2.84M0.1%N/A0.243%
10/22/2025 Crews Bank & Trust454$30K0.0%+354.0%0.003%
10/22/2025 Wilson & Boucher Capital Management LLC3,575$234K0.2%-5.3%0.020%
10/15/2025 Curbstone Financial Management Corp23,540$1.54M0.3%+13.3%0.134%
10/14/2025 Farther Finance Advisors LLC4,501$295K0.0%+16.1%0.026%
10/8/2025 Fiduciary Alliance LLC3,271$214K0.0%N/A0.019%
8/15/2025 Captrust Financial Advisors22,778$1.36M0.0%+6.4%0.132%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

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%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
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%


ROBO Institutional Ownership - Frequently Asked Questions

During the previous two years, 48 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. ($8.14M), Crestwood Advisors Group LLC ($4.07M), SG Americas Securities LLC ($3.28M), Strategic Blueprint LLC ($2.84M), Valley Wealth Managers Inc. ($2.17M), and Flow Traders U.S. LLC ($2.07M).Learn more on ROBO Global Robotics & Automation ETF's institutional investors.

Of the 35 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), SG Americas Securities LLC ($50K), Strategic Blueprint LLC ($43.31K), OLD Mission Capital LLC ($36.63K), Fortis Group Advisors LLC ($18.22K), and JPMorgan Chase & Co. ($12.43K).

Institutional investors have bought a total of 161,653 shares in the last 24 months. This purchase volume represents approximately $10.82M in transactions.

Of the 11 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: Burke & Herbert Bank & Trust Co. ($13.89K), Ameriprise Financial Inc. ($5.11K), SOL Capital Management CO ($3.06K), Captrust Financial Advisors ($1.78K), Winch Advisory Services LLC ($1.51K), Wilson & Boucher Capital Management LLC ($400.00), and Cahill Financial Advisors Inc. ($388.00).

Institutional investors have sold a total of 27,141 shares in the last 24 months. This volume of shares sold represents approximately $1.85M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:ROBO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel