ROBO

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$77.50

-1.08 (-1.37%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding ROBO · 2026-Q1 methodology → sources →

263 holders

% of shares outstanding held

—

Shares held (13F)

7,359,199

Reporting holders

263

Top holders

largest 100 of 263 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	UBS Group AG	848,753848,753	$58M	—	ADD 27%
2	MORGAN STANLEY	756,742756,742	$52M	—	ADD 35%
3	Annex Advisory Services, LLC	741,102741,102	$51M	—	NEW
4	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	485,554485,554	$33M	—	ADD 470%
5	LPL Financial LLC	335,262335,262	$23M	—	—
6	RAYMOND JAMES FINANCIAL INC	251,111251,111	$17M	—	ADD 15%
7	Gray Foundation	205,000205,000	$14M	—	—
8	Biltmore Family Office, LLC	202,951202,951	$14M	—	—
9	ROYAL BANK OF CANADA	202,136202,136	$14M	—	ADD 3%
10	MinichMacGregor Wealth Management, LLC	182,845182,845	$13M	—	NEW
11	Corient Private Wealth LLC	180,684180,684	$12M	—	TRIM -58%
12	AMERIPRISE FINANCIAL INC	114,135114,135	$8M	—	TRIM -21%
13	Carmel Capital Management L.L.C.	98,94098,940	$7M	—	—
14	NTV Asset Management LLC	87,04587,045	$6M	—	—
15	Crestwood Advisors Group, LLC	79,88179,881	$5M	—	ADD 36%
16	COMMONWEALTH EQUITY SERVICES, LLC	79,67579,675	$5M	—	TRIM -12%
17	NATIONAL BANK OF CANADA /FI/	75,50275,502	$5M	—	—
18	PRINCIPAL SECURITIES, INC.	72,41672,416	$5M	—	ADD 9%
19	FLOW TRADERS U.S. LLC	67,29267,292	$5M	—	NEW
20	Black Swift Group, LLC	64,54064,540	$4M	—	NEW
21	SUSQUEHANNA INTERNATIONAL GROUP, LLP	64,11964,119	$4M	—	ADD 124%
22	OSAIC HOLDINGS, INC.	63,34763,347	$4M	—	ADD 14%
23	Cetera Investment Advisers	59,95259,952	$4M	—	ADD 7%
24	Stratos Wealth Partners, LTD.	58,11358,113	$4M	—	—
25	STIFEL FINANCIAL CORP	57,49757,497	$4M	—	ADD 54%
26	MERCER GLOBAL ADVISORS INC /ADV	54,59054,590	$4M	—	TRIM -17%
27	Quadcap Wealth Management, LLC	53,50653,506	$4M	—	NEW
28	Cambridge Investment Research Advisors, Inc.	53,27453,274	$4M	—	ADD 9%
29	SG Americas Securities, LLC	50,00250,002	$3M	—	—
30	JANE STREET GROUP, LLC	48,51848,518	$3M	—	NEW
31	BIP Wealth, LLC	48,17248,172	$3M	—	ADD 6%
32	PINNACLE ASSOCIATES LTD	45,74845,748	$3M	—	ADD 4%
33	CITIGROUP INC	42,36242,362	$3M	—	ADD 8%
34	Eagle Strategies LLC	39,94939,949	$3M	—	ADD 49%
35	Pacific Sun Financial Corp	37,69937,699	$3M	—	—
36	Rockefeller Capital Management L.P.	36,97236,972	$3M	—	ADD 76%
37	Focus Partners Wealth	36,10636,106	$2M	—	TRIM -3%
38	Hyposwiss Advisors SA	34,66634,666	$2M	—	—
39	RAINIER FAMILY WEALTH INC	33,13733,137	$2M	—	ADD 10%
40	Beacon Pointe Advisors, LLC	32,79632,796	$2M	—	NEW
41	ENVESTNET ASSET MANAGEMENT INC	30,19130,191	$2M	—	ADD 45%
42	OneDigital Investment Advisors LLC	30,09430,094	$2M	—	TRIM -3%
43	Summit Financial, LLC	29,19129,191	$2M	—	TRIM -2%
44	Kestra Advisory Services, LLC	28,83128,831	$2M	—	ADD 96%
45	MONECO ADVISORS, LLC	27,79827,798	$2M	—	NEW
46	TRUE Private Wealth Advisors	26,47826,478	$2M	—	NEW
47	Qube Research & Technologies Ltd	25,68025,680	$2M	—	ADD 797%
48	Curbstone Financial Management Corp	25,16625,166	$2M	—	ADD 3%
49	Invera Wealth Advisors, LLC	24,37224,372	$2M	—	NEW
50	BANK OZK	23,75723,757	$2M	—	—
51	Purpose Unlimited Inc.	22,58322,583	$2M	—	—
52	Fortis Group Advisors, LLC	18,71118,711	$2M	—	—
53	HighTower Advisors, LLC	22,01722,017	$2M	—	ADD 5%
54	Hancock Prospecting Pty Ltd	21,79321,793	$1M	—	—
55	Geneos Wealth Management Inc.	21,22521,225	$1M	—	—
56	Advisory Services Network, LLC	21,11321,113	$1M	—	ADD 78%
57	Solutions 4 Wealth, Ltd	21,02821,028	$1M	—	ADD 16%
58	Lido Advisors, LLC	20,20520,205	$1M	—	TRIM -11%
59	RPG Investment Advisory, LLC	19,17919,179	$1M	—	TRIM -17%
60	OPPENHEIMER & CO INC	17,96317,963	$1M	—	ADD 4%
61	CAPTRUST FINANCIAL ADVISORS	17,65217,652	$1M	—	TRIM -3%
62	Independent Advisor Alliance	17,31817,318	$1M	—	NEW
63	MILLENNIUM MANAGEMENT LLC	17,09317,093	$1M	—	TRIM -18%
64	CITADEL ADVISORS LLC	16,64016,640	$1M	—	NEW
65	Arax Advisory Partners	14,55114,551	$995,735	—	ADD 3719%
66	Creative Planning	14,37914,379	$983,934	—	ADD 21%
67	Equitable Holdings, Inc.	13,54213,542	$938,596	—	ADD 3%
68	HRT FINANCIAL LP	13,35413,354	$913,000	—	NEW
69	Clay Northam Wealth Management, LLC	13,28313,283	$908,956	—	—
70	Bank of New York Mellon Corp	13,00113,001	$889,681	—	—
71	BESSEMER GROUP INC	12,94012,940	$885,000	—	—
72	Cerity Partners LLC	12,67512,675	$867,223	—	ADD 141%
73	IHT Wealth Management, LLC	12,62812,628	$864,127	—	ADD 38%
74	BLAIR WILLIAM & CO/IL	12,45112,451	$852,002	—	ADD 246%
75	TD Waterhouse Canada Inc.	12,13212,132	$848,726	—	ADD 229%
76	WCG Wealth Advisors LLC	12,18512,185	$833,807	—	—
77	SCOTIA CAPITAL INC.	12,15212,152	$831,563	—	ADD 14%
78	James J. Burns & Company, LLC	12,03112,031	$823,339	—	ADD 10%
79	FMR LLC	11,04911,049	$756,108	—	—
80	Private Advisor Group, LLC	10,52210,522	$720,024	—	ADD 119%
81	World Investment Advisors	10,48010,480	$717,091	—	ADD 3%
82	VVR Holdings LLC	10,17010,170	$695,905	—	ADD 122%
83	Mariner, LLC	10,15610,156	$694,954	—	ADD 17%
84	Pinnacle Wealth Management Advisory Group, LLC	10,07410,074	$689,364	—	TRIM -3%
85	Objectivity Squared, LLC	9,7159,715	$664,769	—	—
86	MML INVESTORS SERVICES, LLC	9,6429,642	$659,823	—	TRIM -21%
87	BANK OF AMERICA CORP /DE/	9,2139,213	$630,446	—	ADD 19%
88	Spire Wealth Management	9,1709,170	$627,475	—	—
89	Prosperity Consulting Group, LLC	8,8068,806	$602,601	—	ADD 3%
90	Brookstone Capital Management	8,6748,674	$593,562	—	NEW
91	OLD MISSION CAPITAL LLC	7,9457,945	$543,676	—	NEW
92	Greenwich Wealth Management LLC	7,9397,939	$543,000	—	—
93	Joel Isaacson & Co., LLC	7,9297,929	$542,610	—	—
94	CIBC WORLD MARKET INC.	7,9147,914	$541,555	—	TRIM -9%
95	Caprock Group, LLC	7,9087,908	$541,144	—	—
96	PEAPACK GLADSTONE FINANCIAL CORP	7,7597,759	$531,000	—	ADD 13%
97	MUSTICO FINANCIAL GROUP, INC.	6,4786,478	$517,493	—	ADD 4%
98	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	7,5597,559	$517,262	—	NEW
99	Vontobel Holding Ltd.	7,5167,516	$514,320	—	—
100	Aspiring Ventures, LLC	7,5007,500	$513,225	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

UBS Group AG

899K

836K

728K

671K

666K

849K

$58M

MORGAN STANLEY

548K

520K

487K

514K

562K

757K

$52M

Annex Advisory Services, LLC

—

741K

$51M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

97K

96K

88K

86K

85K

486K

$33M

LPL Financial LLC

291K

289K

301K

328K

337K

335K

$23M

RAYMOND JAMES FINANCIAL INC

214K

210K

203K

206K

218K

251K

$17M

Gray Foundation

205K

$14M

Biltmore Family Office, LLC

206K

204K

201K

202K

203K

$14M

ROYAL BANK OF CANADA

158K

155K

311K

193K

197K

202K

$14M

MinichMacGregor Wealth Management, LLC

—

183K

$13M

Corient Private Wealth LLC

198K

194K

190K

185K

429K

181K

$12M

AMERIPRISE FINANCIAL INC

142K

129K

124K

145K

114K

$8M

Carmel Capital Management L.L.C.

98K

99K

$7M

NTV Asset Management LLC

71K

91K

89K

88K

89K

87K

$6M

Crestwood Advisors Group, LLC

56K

62K

59K

80K

$5M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	263	7,359,199	—	$504M
2025-Q4	246	5,700,236	—	$391M
2025-Q3	222	5,263,435	—	$345M
2025-Q2	209	5,373,495	—	$321M
2025-Q1	210	5,662,452	—	$292M
2024-Q4	218	5,821,834	—	$328M
2024-Q3

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding ROBO · 2026-Q1 methodology → sources →

263 holders

% of shares outstanding held

—

Shares held (13F)

7,359,199

Reporting holders

263

Top holders

largest 100 of 263 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	UBS Group AG	848,753848,753	$58M	—	ADD 27%
2	MORGAN STANLEY	756,742756,742	$52M	—	ADD 35%
3	Annex Advisory Services, LLC	741,102741,102	$51M	—	NEW
4	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	485,554485,554	$33M	—	ADD 470%
5	LPL Financial LLC	335,262335,262	$23M	—	—
6	RAYMOND JAMES FINANCIAL INC	251,111251,111	$17M	—	ADD 15%
7	Gray Foundation	205,000205,000	$14M	—	—
8	Biltmore Family Office, LLC	202,951202,951	$14M	—	—
9	ROYAL BANK OF CANADA	202,136202,136	$14M	—	ADD 3%
10	MinichMacGregor Wealth Management, LLC	182,845182,845	$13M	—	NEW
11	Corient Private Wealth LLC	180,684180,684	$12M	—	TRIM -58%
12	AMERIPRISE FINANCIAL INC	114,135114,135	$8M	—	TRIM -21%
13	Carmel Capital Management L.L.C.	98,94098,940	$7M	—	—
14	NTV Asset Management LLC	87,04587,045	$6M	—	—
15	Crestwood Advisors Group, LLC	79,88179,881	$5M	—	ADD 36%
16	COMMONWEALTH EQUITY SERVICES, LLC	79,67579,675	$5M	—	TRIM -12%
17	NATIONAL BANK OF CANADA /FI/	75,50275,502	$5M	—	—
18	PRINCIPAL SECURITIES, INC.	72,41672,416	$5M	—	ADD 9%
19	FLOW TRADERS U.S. LLC	67,29267,292	$5M	—	NEW
20	Black Swift Group, LLC	64,54064,540	$4M	—	NEW
21	SUSQUEHANNA INTERNATIONAL GROUP, LLP	64,11964,119	$4M	—	ADD 124%
22	OSAIC HOLDINGS, INC.	63,34763,347	$4M	—	ADD 14%
23	Cetera Investment Advisers	59,95259,952	$4M	—	ADD 7%
24	Stratos Wealth Partners, LTD.	58,11358,113	$4M	—	—
25	STIFEL FINANCIAL CORP	57,49757,497	$4M	—	ADD 54%
26	MERCER GLOBAL ADVISORS INC /ADV	54,59054,590	$4M	—	TRIM -17%
27	Quadcap Wealth Management, LLC	53,50653,506	$4M	—	NEW
28	Cambridge Investment Research Advisors, Inc.	53,27453,274	$4M	—	ADD 9%
29	SG Americas Securities, LLC	50,00250,002	$3M	—	—
30	JANE STREET GROUP, LLC	48,51848,518	$3M	—	NEW
31	BIP Wealth, LLC	48,17248,172	$3M	—	ADD 6%
32	PINNACLE ASSOCIATES LTD	45,74845,748	$3M	—	ADD 4%
33	CITIGROUP INC	42,36242,362	$3M	—	ADD 8%
34	Eagle Strategies LLC	39,94939,949	$3M	—	ADD 49%
35	Pacific Sun Financial Corp	37,69937,699	$3M	—	—
36	Rockefeller Capital Management L.P.	36,97236,972	$3M	—	ADD 76%
37	Focus Partners Wealth	36,10636,106	$2M	—	TRIM -3%
38	Hyposwiss Advisors SA	34,66634,666	$2M	—	—
39	RAINIER FAMILY WEALTH INC	33,13733,137	$2M	—	ADD 10%
40	Beacon Pointe Advisors, LLC	32,79632,796	$2M	—	NEW
41	ENVESTNET ASSET MANAGEMENT INC	30,19130,191	$2M	—	ADD 45%
42	OneDigital Investment Advisors LLC	30,09430,094	$2M	—	TRIM -3%
43	Summit Financial, LLC	29,19129,191	$2M	—	TRIM -2%
44	Kestra Advisory Services, LLC	28,83128,831	$2M	—	ADD 96%
45	MONECO ADVISORS, LLC	27,79827,798	$2M	—	NEW
46	TRUE Private Wealth Advisors	26,47826,478	$2M	—	NEW
47	Qube Research & Technologies Ltd	25,68025,680	$2M	—	ADD 797%
48	Curbstone Financial Management Corp	25,16625,166	$2M	—	ADD 3%
49	Invera Wealth Advisors, LLC	24,37224,372	$2M	—	NEW
50	BANK OZK	23,75723,757	$2M	—	—
51	Purpose Unlimited Inc.	22,58322,583	$2M	—	—
52	Fortis Group Advisors, LLC	18,71118,711	$2M	—	—
53	HighTower Advisors, LLC	22,01722,017	$2M	—	ADD 5%
54	Hancock Prospecting Pty Ltd	21,79321,793	$1M	—	—
55	Geneos Wealth Management Inc.	21,22521,225	$1M	—	—
56	Advisory Services Network, LLC	21,11321,113	$1M	—	ADD 78%
57	Solutions 4 Wealth, Ltd	21,02821,028	$1M	—	ADD 16%
58	Lido Advisors, LLC	20,20520,205	$1M	—	TRIM -11%
59	RPG Investment Advisory, LLC	19,17919,179	$1M	—	TRIM -17%
60	OPPENHEIMER & CO INC	17,96317,963	$1M	—	ADD 4%
61	CAPTRUST FINANCIAL ADVISORS	17,65217,652	$1M	—	TRIM -3%
62	Independent Advisor Alliance	17,31817,318	$1M	—	NEW
63	MILLENNIUM MANAGEMENT LLC	17,09317,093	$1M	—	TRIM -18%
64	CITADEL ADVISORS LLC	16,64016,640	$1M	—	NEW
65	Arax Advisory Partners	14,55114,551	$995,735	—	ADD 3719%
66	Creative Planning	14,37914,379	$983,934	—	ADD 21%
67	Equitable Holdings, Inc.	13,54213,542	$938,596	—	ADD 3%
68	HRT FINANCIAL LP	13,35413,354	$913,000	—	NEW
69	Clay Northam Wealth Management, LLC	13,28313,283	$908,956	—	—
70	Bank of New York Mellon Corp	13,00113,001	$889,681	—	—
71	BESSEMER GROUP INC	12,94012,940	$885,000	—	—
72	Cerity Partners LLC	12,67512,675	$867,223	—	ADD 141%
73	IHT Wealth Management, LLC	12,62812,628	$864,127	—	ADD 38%
74	BLAIR WILLIAM & CO/IL	12,45112,451	$852,002	—	ADD 246%
75	TD Waterhouse Canada Inc.	12,13212,132	$848,726	—	ADD 229%
76	WCG Wealth Advisors LLC	12,18512,185	$833,807	—	—
77	SCOTIA CAPITAL INC.	12,15212,152	$831,563	—	ADD 14%
78	James J. Burns & Company, LLC	12,03112,031	$823,339	—	ADD 10%
79	FMR LLC	11,04911,049	$756,108	—	—
80	Private Advisor Group, LLC	10,52210,522	$720,024	—	ADD 119%
81	World Investment Advisors	10,48010,480	$717,091	—	ADD 3%
82	VVR Holdings LLC	10,17010,170	$695,905	—	ADD 122%
83	Mariner, LLC	10,15610,156	$694,954	—	ADD 17%
84	Pinnacle Wealth Management Advisory Group, LLC	10,07410,074	$689,364	—	TRIM -3%
85	Objectivity Squared, LLC	9,7159,715	$664,769	—	—
86	MML INVESTORS SERVICES, LLC	9,6429,642	$659,823	—	TRIM -21%
87	BANK OF AMERICA CORP /DE/	9,2139,213	$630,446	—	ADD 19%
88	Spire Wealth Management	9,1709,170	$627,475	—	—
89	Prosperity Consulting Group, LLC	8,8068,806	$602,601	—	ADD 3%
90	Brookstone Capital Management	8,6748,674	$593,562	—	NEW
91	OLD MISSION CAPITAL LLC	7,9457,945	$543,676	—	NEW
92	Greenwich Wealth Management LLC	7,9397,939	$543,000	—	—
93	Joel Isaacson & Co., LLC	7,9297,929	$542,610	—	—
94	CIBC WORLD MARKET INC.	7,9147,914	$541,555	—	TRIM -9%
95	Caprock Group, LLC	7,9087,908	$541,144	—	—
96	PEAPACK GLADSTONE FINANCIAL CORP	7,7597,759	$531,000	—	ADD 13%
97	MUSTICO FINANCIAL GROUP, INC.	6,4786,478	$517,493	—	ADD 4%
98	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	7,5597,559	$517,262	—	NEW
99	Vontobel Holding Ltd.	7,5167,516	$514,320	—	—
100	Aspiring Ventures, LLC	7,5007,500	$513,225	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

UBS Group AG

899K

836K

728K

671K

666K

849K

$58M

MORGAN STANLEY

548K

520K

487K

514K

562K

757K

$52M

Annex Advisory Services, LLC

—

741K

$51M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

97K

96K

88K

86K

85K

486K

$33M

LPL Financial LLC

291K

289K

301K

328K

337K

335K

$23M

RAYMOND JAMES FINANCIAL INC

214K

210K

203K

206K

218K

251K

$17M

Gray Foundation

205K

$14M

Biltmore Family Office, LLC

206K

204K

201K

202K

203K

$14M

ROYAL BANK OF CANADA

158K

155K

311K

193K

197K

202K

$14M

MinichMacGregor Wealth Management, LLC

—

183K

$13M

Corient Private Wealth LLC

198K

194K

190K

185K

429K

181K

$12M

AMERIPRISE FINANCIAL INC

142K

129K

124K

145K

114K

$8M

Carmel Capital Management L.L.C.

98K

99K

$7M

NTV Asset Management LLC

71K

91K

89K

88K

89K

87K

$6M

Crestwood Advisors Group, LLC

56K

62K

59K

80K

$5M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	263	7,359,199	—	$504M
2025-Q4	246	5,700,236	—	$391M
2025-Q3	222	5,263,435	—	$345M
2025-Q2	209	5,373,495	—	$321M
2025-Q1	210	5,662,452	—	$292M
2024-Q4	218	5,821,834	—	$328M
2024-Q3

Short interest has its own tab now — open SI →

ROBO☆

Institutional ownership· 13F filers holding ROBO · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding ROBO · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

ROBO