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ROBO Global Robotics & Automation ETF (ROBO) Institutional Ownership

ROBO Global Robotics & Automation ETF logo
$81.44 +1.15 (+1.43%)
Closing price 04:10 PM Eastern
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$81.66 +0.22 (+0.27%)
As of 05:50 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)
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
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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
8/22/2026 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%
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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%
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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.
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