Who owns ROBT
Which tracked institutional funds hold ROBT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ROBT 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
34 tracked funds added or opened ROBT while 13 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
ROBT’s largest tracked holder by dollar value, LPL Financial LLC, 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 ROBT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ROBT 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 169 tracked filers holding ROBT, 72 increased or opened the position and 83 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 ROBT 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 3
- ABLE Financial Group, LLC$3M
- &PARTNERS$3M
- Creative Planning$559K
Full exits 8
- Cambridge Investment Research Advisors, Inc.$6M
- Janney Montgomery Scott LLC$5M
- Integrated Wealth Concepts LLC$4M
- Jaffetilchin Investment Partners, LLC$3M
- Granite Bay Wealth Management, LLC$3M
- CITADEL ADVISORS LLC$3M
Largest adds
- LPL Financial LLC$10M
- BANK OF AMERICA CORP /DE/$6M
- ENVESTNET ASSET MANAGEMENT INC$5M
- AMERIPRISE FINANCIAL INC$4M
- OSAIC HOLDINGS, INC.$3M
- RAYMOND JAMES FINANCIAL INC$2M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5M
- Gateway Wealth Partners, LLC$3M
- JANE STREET GROUP, LLC$2M
- Mariner, LLC$450K
- WELLS FARGO & COMPANY/MN$379K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 896,246 | $50M | 15.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 635,762 | $36M | 10.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 509,032 | $29M | 8.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 349,492 | $20M | 5.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 285,440 | $16M | 4.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 255,673 | $14M | 4.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 208,600 | $12M | 3.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 201,585 | $11M | 3.4% | 2026-Q2 |
| Biltmore Family Office, LLC trimmed | 200,992 | $11M | 3.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 199,181 | $11M | 3.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 191,463 | $11M | 3.2% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 158,860 | $9M | 2.7% | 2026-Q2 |
| Rockport Wealth LLC trimmed | 157,442 | $9M | 2.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 91,075 | $5M | 1.5% | 2026-Q2 |
| Cetera Investment Advisers added | 79,338 | $4M | 1.3% | 2026-Q2 |
| UBS Group AG added | 77,708 | $4M | 1.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 70,341 | $4M | 1.2% | 2026-Q2 |
| IronBridge Private Wealth, LLC added | 63,208 | $4M | 1.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 60,222 | $3M | 1.0% | 2026-Q2 |
| Atlas Private Wealth Advisors added | 58,496 | $3M | 1.0% | 2026-Q2 |
| Banco Santander, S.A. | 55,896 | $3M | 0.9% | 2026-Q2 |
| ABLE Financial Group, LLC new | 55,097 | $3M | 0.9% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 47,731 | $3M | 0.8% | 2026-Q2 |
| &PARTNERS new | 46,908 | $3M | 0.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 46,128 | $3M | 0.8% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 45,787 | $3M | 0.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 38,478 | $2M | 0.7% | 2026-Q2 |
| Avestar Capital, LLC | 37,400 | $2M | 0.6% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 31,541 | $2M | 0.5% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 31,519 | $2M | 0.5% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 28,529 | $2M | 0.5% | 2026-Q2 |
| Hancock Prospecting Pty Ltd | 27,460 | $2M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 26,600 | $1M | 0.5% | 2026-Q2 |
| Sargent Investment Group, LLC trimmed | 25,495 | $1M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 24,575 | $1M | 0.4% | 2026-Q2 |
| Arkadios Wealth Advisors added | 24,208 | $1M | 0.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 22,862 | $1M | 0.4% | 2026-Q2 |
| RFG Advisory, LLC added | 19,227 | $1M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 18,860 | $1M | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 18,243 | $1M | 0.3% | 2026-Q2 |
| CPR Investments Inc. added | 15,693 | $883K | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 14,255 | $802K | 0.2% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 13,768 | $781K | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 13,616 | $772K | 0.2% | 2026-Q2 |
| WealthCare Investment Partners, LLC trimmed | 13,502 | $760K | 0.2% | 2026-Q2 |
| KFG WEALTH MANAGEMENT, LLC added | 13,370 | $752K | 0.2% | 2026-Q2 |
| TWIN PEAKS WEALTH ADVISORS, LLC trimmed | 13,269 | $747K | 0.2% | 2026-Q2 |
| CERTUITY, LLC added | 12,966 | $729K | 0.2% | 2026-Q2 |
| Main Street Financial Solutions, LLC | 12,323 | $693K | 0.2% | 2026-Q2 |
| EPG Wealth Management LLC added | 12,112 | $681K | 0.2% | 2026-Q2 |
| Apollon Financial, LLC trimmed | 11,994 | $675K | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 11,755 | $661K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 11,657 | $656K | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 10,141 | $571K | 0.2% | 2026-Q2 |
| Creative Planning new | 9,936 | $559K | 0.2% | 2026-Q2 |
| Proactive Wealth Strategies LLC trimmed | 9,866 | $555K | 0.2% | 2026-Q2 |
| Retirement Planning Group, LLC trimmed | 9,661 | $544K | 0.2% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 9,598 | $540K | 0.2% | 2026-Q2 |
| Morey & Quinn Wealth Partners, LLC trimmed | 9,010 | $507K | 0.2% | 2026-Q2 |
| Plotkin Financial Advisors, LLC trimmed | 8,918 | $502K | 0.2% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 8,531 | $480K | 0.1% | 2026-Q2 |
| CHOREO, LLC added | 8,416 | $473K | 0.1% | 2026-Q2 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV added | 8,173 | $460K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 7,688 | $433K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 7,637 | $430K | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 7,481 | $420K | 0.1% | 2026-Q2 |
| Cottage Street Advisors LLC added | 7,424 | $418K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 7,126 | $401K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 7,063 | $397K | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 6,880 | $387K | 0.1% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC new | 6,445 | $363K | 0.1% | 2026-Q2 |
| LANARK FINANCIAL, INC. trimmed | 6,397 | $360K | 0.1% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 6,370 | $358K | 0.1% | 2026-Q2 |
| Authentikos Wealth Advisory, LLC added | 6,326 | $356K | 0.1% | 2026-Q2 |
| Gerald Baker Financial Group LLC added | 6,267 | $353K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 6,195 | $349K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 6,184 | $348K | 0.1% | 2026-Q2 |
| Kraft, Davis & Associates, LLC | 6,061 | $333K | 0.1% | 2026-Q2 |
| PURSUE WEALTH PARTNERS LLC | 6,000 | $338K | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 5,861 | $330K | 0.1% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 5,733 | $323K | 0.1% | 2026-Q2 |
| Atria Investments, Inc trimmed | 5,644 | $318K | 0.1% | 2026-Q2 |
| Virtus Family Office LLC | 5,449 | $307K | 0.1% | 2026-Q2 |
| Accel Wealth Management added | 5,314 | $299K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 5,266 | $296K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 4,871 | $274K | 0.1% | 2026-Q2 |
| Peterson Wealth Advisors, LLC trimmed | 4,866 | $274K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 4,787 | $269K | 0.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 4,695 | $264K | 0.1% | 2026-Q2 |
| PFG Investments, LLC new | 4,605 | $259K | 0.1% | 2026-Q2 |
| JBR Co Financial Management Inc added | 4,598 | $259K | 0.1% | 2026-Q2 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,550 | $256K | 0.1% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD | 4,550 | $256K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 4,215 | $237K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 4,138 | $232K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 4,129 | $232K | 0.1% | 2026-Q2 |
| MAI Capital Management trimmed | 4,035 | $227K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC new | 4,000 | $225K | 0.1% | 2026-Q2 |
| Magnus Financial Group LLC new | 3,956 | $223K | 0.1% | 2026-Q2 |
| Brookstone Capital Management trimmed | 3,907 | $220K | 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.