Who owns ROBO (ROBO)
Which tracked institutional funds hold ROBO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ROBO company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
39 tracked funds added or opened ROBO while 16 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ROBO’s largest tracked holder by dollar value, Wealthquest Corp, sizes it at 7.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ROBO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 263 tracked filers holding ROBO, 132 increased or opened the position and 79 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ROBO between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 16
- Annex Advisory Services, LLC$51M
- MinichMacGregor Wealth Management, LLC$13M
- FLOW TRADERS U.S. LLC$5M
- Black Swift Group, LLC$4M
- Quadcap Wealth Management, LLC$4M
- JANE STREET GROUP, LLC$3M
Full exits 7
- M & L Capital Management Ltd$13M
- Humankind Investments LLC$3M
- Mirae Asset Global Investments Co., Ltd.$2M
- Main Street Financial Solutions, LLC$1M
- Hilltop Holdings Inc.$989K
- BECK CAPITAL MANAGEMENT, LLC$731K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$21M
- MORGAN STANLEY$13M
- UBS Group AG$12M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- RAYMOND JAMES FINANCIAL INC$2M
- Qube Research & Technologies Ltd$2M
Largest trims
- ARMSTRONG ADVISORY GROUP, INC$11M
- AMERIPRISE FINANCIAL INC$2M
- COMMONWEALTH EQUITY SERVICES, LLC$826K
- MERCER GLOBAL ADVISORS INC /ADV$801K
- LPL Financial LLC$424K
- Corient Private Wealth LLC$395K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| UBS Group AG added | 848,753 | $58M | 9.7% | 2026-Q1 |
| MORGAN STANLEY added | 756,742 | $52M | 8.6% | 2026-Q1 |
| Annex Advisory Services, LLC new | 741,102 | $51M | 8.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 485,554 | $33M | 5.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 335,262 | $23M | 3.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 251,111 | $17M | 2.9% | 2026-Q1 |
| Gray Foundation | 205,000 | $14M | 2.3% | 2026-Q1 |
| Biltmore Family Office, LLC added | 202,951 | $14M | 2.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 202,136 | $14M | 2.3% | 2026-Q1 |
| MinichMacGregor Wealth Management, LLC new | 182,845 | $13M | 2.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 180,684 | $12M | 2.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 114,135 | $8M | 1.3% | 2026-Q1 |
| Carmel Capital Management L.L.C. | 98,940 | $7M | 1.1% | 2026-Q1 |
| NTV Asset Management LLC trimmed | 87,045 | $6M | 1.0% | 2026-Q1 |
| Crestwood Advisors Group, LLC added | 79,881 | $5M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 79,675 | $5M | 0.9% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 75,502 | $5M | 0.9% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 72,416 | $5M | 0.8% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 67,292 | $5M | 0.8% | 2026-Q1 |
| Black Swift Group, LLC added | 64,540 | $4M | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 64,119 | $4M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 63,347 | $4M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 59,952 | $4M | 0.7% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 58,113 | $4M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 57,497 | $4M | 0.7% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 54,590 | $4M | 0.6% | 2026-Q1 |
| Quadcap Wealth Management, LLC new | 53,506 | $4M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 53,274 | $4M | 0.6% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 50,002 | $3M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 48,518 | $3M | 0.6% | 2026-Q1 |
| BIP Wealth, LLC added | 48,172 | $3M | 0.6% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD added | 45,748 | $3M | 0.5% | 2026-Q1 |
| CITIGROUP INC added | 42,362 | $3M | 0.5% | 2026-Q1 |
| Eagle Strategies LLC added | 39,949 | $3M | 0.5% | 2026-Q1 |
| Pacific Sun Financial Corp trimmed | 37,699 | $3M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 36,972 | $3M | 0.4% | 2026-Q1 |
| Focus Partners Wealth trimmed | 36,106 | $2M | 0.4% | 2026-Q1 |
| Hyposwiss Advisors SA trimmed | 34,666 | $2M | 0.4% | 2026-Q1 |
| RAINIER FAMILY WEALTH INC added | 33,137 | $2M | 0.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 32,796 | $2M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 30,191 | $2M | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 30,094 | $2M | 0.3% | 2026-Q1 |
| Summit Financial, LLC trimmed | 29,191 | $2M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 28,831 | $2M | 0.3% | 2026-Q1 |
| MONECO ADVISORS, LLC new | 27,798 | $2M | 0.3% | 2026-Q1 |
| TRUE Private Wealth Advisors added | 26,478 | $2M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 25,680 | $2M | 0.3% | 2026-Q1 |
| Curbstone Financial Management Corp added | 25,166 | $2M | 0.3% | 2026-Q1 |
| Invera Wealth Advisors, LLC new | 24,372 | $2M | 0.3% | 2026-Q1 |
| BANK OZK trimmed | 23,757 | $2M | 0.3% | 2026-Q1 |
| Purpose Unlimited Inc. trimmed | 22,583 | $2M | 0.3% | 2026-Q1 |
| Fortis Group Advisors, LLC added | 18,711 | $2M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 22,017 | $2M | 0.3% | 2026-Q1 |
| Hancock Prospecting Pty Ltd | 21,793 | $1M | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. | 21,225 | $1M | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC added | 21,113 | $1M | 0.2% | 2026-Q1 |
| Solutions 4 Wealth, Ltd added | 21,028 | $1M | 0.2% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 20,205 | $1M | 0.2% | 2026-Q1 |
| RPG Investment Advisory, LLC trimmed | 19,179 | $1M | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 17,963 | $1M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 17,652 | $1M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 17,318 | $1M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 17,093 | $1M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 16,640 | $1M | 0.2% | 2026-Q1 |
| Arax Advisory Partners added | 14,551 | $996K | 0.2% | 2026-Q1 |
| Creative Planning added | 14,379 | $984K | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 13,542 | $939K | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 13,354 | $913K | 0.2% | 2026-Q1 |
| Clay Northam Wealth Management, LLC trimmed | 13,283 | $909K | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 13,001 | $890K | 0.1% | 2026-Q1 |
| BESSEMER GROUP INC | 12,940 | $885K | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 12,675 | $867K | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC added | 12,628 | $864K | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 12,451 | $852K | 0.1% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 12,132 | $849K | 0.1% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 12,185 | $834K | 0.1% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 12,152 | $832K | 0.1% | 2026-Q1 |
| James J. Burns & Company, LLC added | 12,031 | $823K | 0.1% | 2026-Q1 |
| FMR LLC trimmed | 11,049 | $756K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 10,522 | $720K | 0.1% | 2026-Q1 |
| World Investment Advisors added | 10,480 | $717K | 0.1% | 2026-Q1 |
| VVR Holdings LLC added | 10,170 | $696K | 0.1% | 2026-Q1 |
| Mariner, LLC added | 10,156 | $695K | 0.1% | 2026-Q1 |
| Pinnacle Wealth Management Advisory Group, LLC trimmed | 10,074 | $689K | 0.1% | 2026-Q1 |
| Objectivity Squared, LLC | 9,715 | $665K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 9,642 | $660K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 9,213 | $630K | 0.1% | 2026-Q1 |
| Wealthquest Corp new | 1,085,420 | $95M | 15.8% | 2025-Q1 stale |
| M & L Capital Management Ltd added | 185,810 | $13M | 2.2% | 2025-Q4 stale |
| Humankind Investments LLC | 41,500 | $3M | 0.5% | 2025-Q4 stale |
| Strategic Blueprint, LLC added | 43,311 | $3M | 0.5% | 2025-Q3 stale |
| PRIMORIS WEALTH ADVISORS, LLC new | 53,700 | $3M | 0.5% | 2025-Q1 stale |
| Mirae Asset Global Investments Co., Ltd. added | 33,000 | $2M | 0.4% | 2025-Q4 stale |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 43,500 | $2M | 0.4% | 2025-Q1 stale |
| Main Street Financial Solutions, LLC trimmed | 21,101 | $1M | 0.2% | 2025-Q4 stale |
| Hilltop Holdings Inc. added | 14,274 | $989K | 0.2% | 2025-Q4 stale |
| SPC Financial, Inc. trimmed | 15,274 | $913K | 0.2% | 2025-Q2 stale |
| Advisor Resource Council trimmed | 15,825 | $815K | 0.1% | 2025-Q1 stale |
| Prime Capital Investment Advisors, LLC new | 15,585 | $803K | 0.1% | 2025-Q1 stale |
| BECK CAPITAL MANAGEMENT, LLC added | 10,544 | $731K | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.