Who owns ROBO Global Robotics and Automation Index ETF (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-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on ROBO is one-sided between 2026-Q1 and 2026-Q2: 79 added or opened and 17 trimmed or exited — on balance accumulating.
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, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ROBO more heavily than its largest holder by dollar value does.
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 2026-Q1 and 2026-Q2, across 300 tracked filers holding ROBO, 156 increased or opened the position and 92 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 2026-Q1 and 2026-Q2 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 11
- MONETA GROUP INVESTMENT ADVISORS LLC$2M
- Stegent Equity Advisors, Inc.$2M
- Generation Capital Management LLC$1M
- SUMITOMO MITSUI FINANCIAL GROUP, INC.$1M
- PRUDENTIAL PLC$1M
- Tidal Investments LLC$745K
Full exits 13
- FLOW TRADERS U.S. LLC$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- Cambridge Investment Research Advisors, Inc.$4M
- SG Americas Securities, LLC$3M
- JANE STREET GROUP, LLC$3M
- Purpose Unlimited Inc.$2M
Largest adds
- MORGAN STANLEY$25M
- ARMSTRONG ADVISORY GROUP, INC$18M
- UBS Group AG$17M
- AMERIPRISE FINANCIAL INC$15M
- LPL Financial LLC$11M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8M
Largest trims
- Annex Advisory Services, LLC$16M
- Qube Research & Technologies Ltd$2M
- Lido Advisors, LLC$891K
- CITADEL ADVISORS LLC$314K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 895,257 | $77M | 12.5% | 2026-Q2 |
| UBS Group AG added | 878,150 | $75M | 12.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 480,227 | $41M | 6.7% | 2026-Q2 |
| Annex Advisory Services, LLC trimmed | 399,979 | $34M | 5.6% | 2026-Q2 |
| LPL Financial LLC added | 391,443 | $34M | 5.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 265,418 | $23M | 3.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 262,465 | $22M | 3.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 223,445 | $19M | 3.1% | 2026-Q2 |
| ARMSTRONG ADVISORY GROUP, INC added | 217,296 | $19M | 3.0% | 2026-Q2 |
| Gray Foundation | 205,000 | $18M | 2.9% | 2026-Q2 |
| Biltmore Family Office, LLC trimmed | 202,125 | $17M | 2.8% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 180,235 | $15M | 2.5% | 2026-Q2 |
| MinichMacGregor Wealth Management, LLC trimmed | 175,324 | $15M | 2.4% | 2026-Q2 |
| Carmel Capital Management L.L.C. added | 100,490 | $9M | 1.4% | 2026-Q2 |
| NTV Asset Management LLC added | 94,395 | $8M | 1.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 81,419 | $7M | 1.1% | 2026-Q2 |
| Crestwood Advisors Group, LLC trimmed | 79,742 | $7M | 1.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 76,964 | $7M | 1.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 73,646 | $6M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 72,965 | $6M | 1.0% | 2026-Q2 |
| Black Swift Group, LLC added | 71,460 | $6M | 1.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 68,412 | $6M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers added | 64,536 | $6M | 0.9% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 57,794 | $5M | 0.8% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 52,295 | $4M | 0.7% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 51,464 | $4M | 0.7% | 2026-Q2 |
| BIP Wealth, LLC added | 49,257 | $4M | 0.7% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD added | 47,623 | $4M | 0.7% | 2026-Q2 |
| Quadcap Wealth Management, LLC trimmed | 42,826 | $4M | 0.6% | 2026-Q2 |
| CITIGROUP INC added | 42,654 | $4M | 0.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 41,456 | $4M | 0.6% | 2026-Q2 |
| Eagle Strategies LLC added | 41,306 | $4M | 0.6% | 2026-Q2 |
| Pacific Sun Financial Corp trimmed | 37,436 | $3M | 0.5% | 2026-Q2 |
| RAINIER FAMILY WEALTH INC added | 37,150 | $3M | 0.5% | 2026-Q2 |
| Invera Wealth Advisors, LLC added | 36,306 | $3M | 0.5% | 2026-Q2 |
| Focus Partners Wealth trimmed | 35,488 | $3M | 0.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 32,069 | $3M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 31,324 | $3M | 0.4% | 2026-Q2 |
| Hyposwiss Advisors SA trimmed | 31,006 | $3M | 0.4% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 29,730 | $3M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 29,661 | $3M | 0.4% | 2026-Q2 |
| Summit Financial, LLC trimmed | 28,724 | $2M | 0.4% | 2026-Q2 |
| Anson Capital, Inc. added | 28,608 | $2M | 0.4% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 28,106 | $2M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 27,321 | $2M | 0.4% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 26,007 | $2M | 0.4% | 2026-Q2 |
| TRUE Private Wealth Advisors trimmed | 25,976 | $2M | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 25,458 | $2M | 0.4% | 2026-Q2 |
| Curbstone Financial Management Corp added | 25,206 | $2M | 0.4% | 2026-Q2 |
| BANK OZK trimmed | 23,732 | $2M | 0.3% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC new | 23,360 | $2M | 0.3% | 2026-Q2 |
| Advisory Services Network, LLC added | 22,534 | $2M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 21,811 | $2M | 0.3% | 2026-Q2 |
| Hancock Prospecting Pty Ltd | 21,793 | $2M | 0.3% | 2026-Q2 |
| Geneos Wealth Management Inc. | 21,225 | $2M | 0.3% | 2026-Q2 |
| Solutions 4 Wealth, Ltd added | 21,030 | $2M | 0.3% | 2026-Q2 |
| Main Street Financial Solutions, LLC trimmed | 20,513 | $2M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 19,629 | $2M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 19,038 | $2M | 0.3% | 2026-Q2 |
| Stegent Equity Advisors, Inc. new | 18,923 | $2M | 0.3% | 2026-Q2 |
| Fortis Group Advisors, LLC trimmed | 18,691 | $2M | 0.3% | 2026-Q2 |
| RPG Investment Advisory, LLC trimmed | 17,739 | $2M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 17,705 | $2M | 0.2% | 2026-Q2 |
| VVR Holdings LLC added | 16,857 | $1M | 0.2% | 2026-Q2 |
| Generation Capital Management LLC new | 15,900 | $1M | 0.2% | 2026-Q2 |
| Creative Planning added | 15,072 | $1M | 0.2% | 2026-Q2 |
| Arax Advisory Partners trimmed | 14,345 | $1M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 13,800 | $1M | 0.2% | 2026-Q2 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. new | 13,689 | $1M | 0.2% | 2026-Q2 |
| PRUDENTIAL PLC added | 13,453 | $1M | 0.2% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 13,045 | $1M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 13,002 | $1M | 0.2% | 2026-Q2 |
| FMR LLC added | 13,001 | $1M | 0.2% | 2026-Q2 |
| Clay Northam Wealth Management, LLC trimmed | 12,483 | $1M | 0.2% | 2026-Q2 |
| James J. Burns & Company, LLC added | 12,395 | $1M | 0.2% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 12,296 | $1M | 0.2% | 2026-Q2 |
| TD Waterhouse Canada Inc. trimmed | 12,103 | $1M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 11,530 | $988K | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 11,349 | $972K | 0.2% | 2026-Q2 |
| Brookstone Capital Management added | 11,322 | $970K | 0.2% | 2026-Q2 |
| Pinnacle Wealth Management Advisory Group, LLC added | 10,369 | $888K | 0.1% | 2026-Q2 |
| World Investment Advisors trimmed | 10,362 | $709K | 0.1% | 2026-Q2 |
| Spire Wealth Management added | 9,858 | $844K | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 9,779 | $838K | 0.1% | 2026-Q2 |
| Objectivity Squared, LLC | 9,715 | $832K | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 9,636 | $825K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 9,633 | $825K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 9,493 | $788K | 0.1% | 2026-Q2 |
| Tidal Investments LLC new | 8,696 | $745K | 0.1% | 2026-Q2 |
| Prosperity Consulting Group, LLC trimmed | 8,655 | $741K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 7,998 | $685K | 0.1% | 2026-Q2 |
| Joel Isaacson & Co., LLC | 7,929 | $679K | 0.1% | 2026-Q2 |
| Caprock Group, LLC trimmed | 7,752 | $664K | 0.1% | 2026-Q2 |
| Aspiring Ventures, LLC | 7,500 | $642K | 0.1% | 2026-Q2 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC trimmed | 7,483 | $641K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 7,400 | $634K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 7,282 | $624K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 7,255 | $621K | 0.1% | 2026-Q2 |
| Financial Freedom, LLC | 7,151 | $613K | 0.1% | 2026-Q2 |
| Vontobel Holding Ltd. trimmed | 7,151 | $613K | 0.1% | 2026-Q2 |
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.