ROBO institutional holders

ROBO Global Robotics and Automation Index ETF · 326 reporting institutions · $656.6M reported value

Funds that can replace ROBO · ROBO return decomposition

Institutional holdings

Institutions reporting ROBO, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$76.7M23,1852026-06-30
UBS Group AG$75.2M02026-06-30
Northwestern Mutual Wealth Management Co$41.1M02026-06-30
Annex Advisory Services, LLC$34.3M982026-06-30
Lpl Financial LLC$33.5M23,4582026-06-30
Raymond James Financial Inc$22.7M02026-06-30
Ameriprise Financial Inc$22.5M02026-06-30
Royal Bank of Canada$19.1M02026-06-30
Armstrong Advisory Group, Inc$18.6M142026-06-30
Gray Foundation$17.6M02026-06-30
Biltmore Family Office, LLC$17.3M162026-06-30
Minichmacgregor Wealth Management, LLC$15M82026-06-30
Corient Private Wealth LP$14.8M6742026-06-30
Carmel Capital Management LLC$8.6M02026-06-30
Ntv Asset Management LLC$8.1M52026-06-30
Commonwealth Equity Services, LLC$7M2,8632026-06-30
Crestwood Advisors Group, LLC$6.8M402026-06-30
National Bank of Canada /fi$6.6M02026-06-30
Principal Securities, Inc.$6.3M1,4632026-06-30
Osaic Holdings, Inc.$6.3M02026-06-30
Black Swift Group, LLC$6.1M92026-06-30
Stifel Financial Corp$5.9M02026-06-30
Cetera Investment Advisers$5.5M10,3702026-06-30
Stratos Wealth Partners, Ltd.$5M3862026-06-30
Mercer Global Advisors Inc /adv$4.5M02026-06-30
Federation Des Caisses Desjardins Du Quebec$4.4M02026-06-30
Bip Wealth, LLC$4.2M622026-06-30
Pinnacle Associates, Ltd.$4.1M332026-06-30
Quadcap Wealth Management, LLC$3.7M132026-06-30
Citigroup Inc$3.7M02026-06-30
Rockefeller Capital Management LP$3.6M3462026-06-30
Eagle Strategies LLC$3.5M2,4962026-06-30
Pacific Sun Financial Corp$3.2M32026-06-30
Rainier Family Wealth, Inc.$3.2M32026-06-30
Invera Wealth Advisors, LLC$3.1M22026-06-30
Focus Partners Wealth$3M1,0482026-06-30
Beacon Pointe Advisors, LLC$2.7M4662026-06-30
Envestnet Pmc$2.7M602026-06-30
Hyposwiss Advisors SA$2.7M12026-06-30
Onedigital Investment Advisors LLC$2.5M3862026-06-30
Kestra Advisory Services, LLC$2.5M1,4792026-06-30
Summit Financial, LLC$2.5M2292026-06-30
Anson Capital, Inc.$2.5M32026-06-30
Moneco Advisors, LLC$2.4M502026-06-30
Bank of America Corp /de$2.3M02026-06-30
Blair William & Co/il$2.2M3292026-06-30
True Private Wealth Advisors$2.2M112026-06-30
Steward Partners Investment Advisory, LLC$2.2M4812026-06-30
Curbstone Financial Management Corp$2.2M62026-06-30
Bank Ozk$2M02026-06-30
Moneta Group Investment Advisors LLC$2M2562026-06-30
Hightower Advisors, LLC$2M1,0462026-06-30
Advisory Services Network$1.9M2532026-06-30
Captrust Financial Advisors$1.9M9622026-06-30
Hancock Prospecting Pty Ltd$1.9M02026-06-30
Geneos Wealth Management, Inc.$1.8M1932026-06-30
Solutions 4 Wealth, Ltd$1.8M42026-06-30
Main Street Financial Solutions, LLC$1.8M412026-06-30
Private Advisor Group, LLC$1.7M9272026-06-30
Equitable Holdings, Inc.$1.6M02026-06-30
Stegent Equity Advisors, Inc.$1.6M22026-06-30
Fortis Group Advisors, LLC$1.6M252026-06-30
Rpg Investment Advisory, LLC$1.5M22026-06-30
Oppenheimer & Co. Inc.$1.5M1,1662026-06-30
Vvr Holdings LLC$1.4M22026-06-30
Generation Capital Management LLC$1.4M22026-06-30
Creative Planning$1.3M1,1712026-06-30
Arax Advisory Partners$1.2M2322026-06-30
MML Investors Services, LLC$1.2M5,1202026-06-30
Sumitomo Mitsui Financial Group, Inc.$1.2M02026-06-30
Prudential PLC$1.2M02026-06-30
Wcg Wealth Advisors LLC$1.1M1302026-06-30
Bank of New York Mellon Corp$1.1M02026-06-30
Fmr LLC$1.1M02026-06-30
Clay Northam Wealth Management$1.1M22026-06-30
James J. Burns & Company, LLC$1.1M62026-06-30
Scotia Capital Inc.$1.1M02026-06-30
TD Waterhouse Canada Inc.$1M02026-06-30
Millennium Management LLC$987.7K02026-06-30
Cerity Partners LLC$972K7772026-06-30
Brookstone Capital Management$969.9K3372026-06-30
Pinnacle Wealth Management Advisory Group, LLC$888.2K102026-06-30
Spire Wealth Management$844.4K32026-06-30
Iht Wealth Management LLC$837.7K1592026-06-30
Objectivity Squared Wealth Management$832.2K42026-06-30
CIBC World Market Inc.$825.4K02026-06-30
Citadel Advisors LLC$825.2K02026-06-30
Wealth Enhancement Advisory Services, LLC$787.5K1,0262026-06-30
Tidal Investments LLC$744.9K02026-06-30
Prosperity - An Eisneramper Company$741.4K652026-06-30
World Investment Advisors$709K3592026-06-30
Newedge Advisors$685.1K6012026-06-30
Joel Isaacson & Co., LLC$679.2K152026-06-30
The Caprock Group, LLC$664K512026-06-30
Aspiring Ventures, LLC$642.5K22026-06-30
Liberty One Investment Management, LLC$641K152026-06-30
PNC Financial Services Group, Inc.$633.9K02026-06-30
Mariner, LLC$623.7K02026-06-30
Kestra Private Wealth Services, LLC$621.5K2062026-06-30
Financial Freedom$612.6K32026-06-30
Vontobel Holding Ltd.$612.6K02026-06-30
Fifth Third Bancorp$611.3K02026-06-30
Creekside Partners$609.4K22026-06-30
Certuity, LLC$597.7K242026-06-30
Jpmorgan Chase & Co$581.6K02026-06-30
Brown Advisory Inc$580.8K02026-06-30
Financial Management, Inc.$564.9K82026-06-30
Vima LLC$547.7K122026-06-30
Summit Asset Management, LLC$546.1K62026-06-30
Avestar Capital, LLC$537.9K132026-06-30
Wedmont Private Capital$532.6K122026-06-30
Bnp Paribas Financial Markets$522.2K02026-06-30
Mustico Financial Group, Inc.$506.4K42026-06-30
Meitav Investment House Ltd$505.4K02026-06-30
Highpoint Advisor Group LLC$503.5K1142026-06-30
Integrated Wealth Concepts LLC$497.4K4802026-06-30
Farther Finance Advisors, LLC$491.9K3342026-06-30
Lido Advisors, LLC$491.4K3202026-06-30
Kovack Advisors, Inc.$487.5K2582026-06-30
Alti Global, Inc.$485.3K02026-06-30
Summit Investment Advisory Services$482.8K82026-06-30
Brookwood Investment Group LLC$459.5K692026-06-30
Citizens Financial Group Inc/ri$458.6K02026-06-30
Mutual Advisors, LLC$455.4K1532026-06-30
Chicago Trust Co NA$454K02026-06-30
Fort Sheridan Advisors LLC$447K82026-06-30
First Foundation Advisors$446.4K292026-06-30
Pathstone Holdings, LLC$438.8K02026-06-30
Ep Wealth Advisors, LLC$425.5K3382026-06-30
Pfg Investments, LLC$424.8K02026-06-30
Baird Financial Group, Inc.$414.9K02026-06-30
Noble Wealth Management Pbc.$401.6K42026-06-30
Cahill Financial Advisors, Inc.$399K122026-06-30
Johnson Investment Counsel Inc$393.7K652026-06-30
Truist Financial Corp$388.5K02026-06-30
Insigneo Advisory Services, LLC$381.9K2252026-06-30
Ethos Financial Group, LLC$377.2K02026-06-30
North Star Investment Management Corporation$372.6K112026-06-30
Bluespring Wealth Management, LLC$363.8K502026-06-30
Matauro, LLC$353.6K102026-06-30
Focus Financial$352.2K1212026-06-30
M3 Advisory Group, LLC$351.3K42026-06-30
McKinley Carter Wealth Services, Inc.$347K252026-06-30
Level Four Advisory Services$344.9K1412026-06-30
Dakota Wealth Management$336.9K02026-06-30
D. E. Shaw & Co., LP$329.8K02026-06-30
Clearwater Capital Advisors, LLC$327.1K152026-06-30
Burke & Herbert Bank & Trust Co$324.7K02026-06-30
Harbour Investments, Inc.$323.7K2472026-06-30
Wealth Effects$315.2K72026-06-30
Commonwealth Financial Services, LLC$314.5K152026-06-30
Vigilare Wealth Management LLC$314.2K42026-06-30
Comprehensive Financial Consultants Institutional, Inc.$313.6K112026-06-30
Columbus MacRo, LLC$307.2K52026-06-30
Wells Fargo & Company/mn$297.5K02026-06-30
Berger Financial Group, Inc$291.7K512026-06-30
Barometer Capital Management$291.2K02026-06-30
Wilson & Boucher Capital Management, LLC$289.1K22026-06-30
Bauman Advisory Group, LLC$289K52026-06-30
Kingsview Wealth Management, LLC$287.2K1152026-06-30
Western Wealth Management, LLC$283.1K1122026-06-30
Capital Investment Counsel, LLC$280.9K52026-06-30
Kintra Wealth, LLC$277K472026-06-30
Capital Square, LLC$275.9K112026-06-30
Aim Capital$275.6K22026-06-30
Comerica Bank$273K02025-12-31
Beaird Harris Wealth Management, LLC$264.2K182026-06-30
Mission Financial Group, LLC$263.6K62026-06-30
Intesa Sanpaolo Wealth Management$260.9K02026-06-30
Blue Trust, Inc.$259K02026-06-30
Vise Technologies, Inc.$258.8K02026-06-30
Cresset Asset Management, LLC$256.7K2122026-06-30
Indivisible Partners$255K342026-06-30
W1m Asset Management Ltd$252.6K02026-06-30
Edelman Financial Engines$247.7K7222026-06-30
Prime Capital Financial$246.3K2652026-06-30
Beck Capital Management, LLC$245.8K102026-06-30
Roman Butler Fullerton & Co$244.9K122026-06-30
Whalen Wealth Management Inc.$241.7K42026-06-30
Cambridge Advisors Inc.$241.7K42026-06-30
Keystone Financial Group$239.7K342026-06-30
Silver Oak Securities, Incorporated$236.6K1172026-06-30
Detalus Advisors, LLC$235.1K132026-06-30
Sanctuary Advisors, LLC$233.6K4012026-06-30
Key Client Fiduciary Advisors, LLC$231.3K102026-06-30
Performance Wealth$231.3K112026-06-30
Independent Financial Group, LLC$230.3K4812026-06-30
Ellis Investment Partners, LLC$228.1K182026-06-30
Manchester Capital Management LLC$226.1K122026-06-30
Merit Financial Group, LLC$219.6K2952026-06-30
Gr Financial Group, LLC$219.5K72026-06-30
Dynamic$219.1K752026-06-30
Koshinski Asset Management, Inc.$218K692026-06-30
Perigon Wealth Management, LLC$215.8K922026-06-30
Savant Wealth Management$210.3K4052026-06-30
McGowan Group Asset Management, Inc.$209.7K72026-06-30
Smart Portfolios, LLC$208.7K42026-03-31
Meridian Wealth Management, LLC$208.2K582026-06-30
Cwm, LLC$206.6K6672026-03-31
McMill Wealth Management$205.3K182026-06-30
The Salvetti Group$203.5K62026-06-30
Novadius Wealth Management$203.1K62026-06-30
Brighton Jones LLC$201.4K1592026-06-30
Primoris Wealth Advisors, LLC$201.3K62026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$196K02026-06-30
Ifg Advisory, LLC$193.3K1102026-06-30
Blackrock, Inc.$180.2K02026-06-30
Winch Financial$161.8K72026-06-30
Ashton Thomas Private Wealth, LLC$136.5K962026-06-30
Bank of Montreal /can$135.9K02026-06-30
Valley National Advisers Inc$135.8K142026-06-30
US Bancorp$125.4K02026-06-30
Evermay Wealth Management LLC$118.2K232026-06-30
Sbi Securities Co., Ltd.$113.2K02026-06-30
Ifp Advisors, Inc$111.4K3182026-06-30
CIBC Private Wealth Group LLC$111K02025-12-31
Simplex Trading, LLC$107.3K02026-06-30
Physician Wealth Advisors, Inc.$107.1K92026-06-30
International Assets Investment Management, LLC$105.5K1222026-06-30
Banque Transatlantique SA$104.1K02026-06-30
Solstein Capital, LLC$100.7K22026-06-30
Central Trust Co$85.7K02026-06-30
Allied Private Wealth LLC$81.5K32026-06-30
Ancora Advisors LLC$80.9K102026-06-30
Wilmington Savings Fund Society, Fsb$77.6K02026-06-30
Pittenger & Anderson Inc$75K142026-06-30
Archer Investment Corp$74.6K782026-06-30
Bartlett & Co. Wealth Management LLC$68.5K322026-06-30
Allworth Financial, LP$60.3K3172026-06-30
Aberdeen Wealth Management LLC$60K22026-06-30
Qube Research & Technologies Ltd$59.7K02026-06-30
Strategic Wealth Partners, Ltd.$51.4K02026-06-30
Quintet Private Bank (europe) S.A.$51.4K02026-06-30
Pfs Partners, LLC$51.4K102026-06-30
Atlas Capital Advisors Inc.$47.6K82026-06-30
Lom Asset Management Ltd$47.1K02026-06-30
Global Retirement Partners LLC$46.9K4912026-06-30
Crews Bank & Trust$45.3K02026-06-30
Huntington National Bank$44.9K02026-06-30
Bellevue Asset Management, LLC$44.5K22026-06-30
Downshift Financial, LLC$41.6K32026-06-30
Assetmark, Inc$40.7K2202026-06-30
Signaturefd, LLC$40K492026-06-30
Ameriflex Group, Inc.$39K2122026-06-30
Jdm Financial Group LLC$33.9K02026-06-30
Concord Wealth Partners$32.3K112026-06-30
Fiduciary Financial Advisors$31.8K512026-06-30
Advisornet Wealth Partners$31.6K582026-06-30
Toth Financial Advisory Corp$30.8K102026-06-30
Duncker Streett & Co.$29.1K22026-06-30

The 250 largest of 326 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30