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IBOT Institutional Ownership

VanEck Robotics ETF
1W: +2.7% 1M: +3.8% 3M: -1.4% YTD: +24.3% 1Y: +32.1% 3Y: +100.1%
$66.56
+1.32 (+2.02%)
 
Weekly Expected Move ±2.7%
$63 $65 $67 $68 $70
ETF NASDAQ · AUM $99.8M

Institutional Ownership — IBOT

34
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
19M
Total Invested
15
New Positions
8
Increased
4
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (34 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Thrivent Financial for Lutherans 121,345 8M +14,910 +14.0% 2Q SEC ↗
2 SBE LLC DBA CEDAR COVE WEALTH PARTNERS 54,972 4M -509 -0.9% 2Q SEC ↗
3 Avestar Capital, LLC 39,700 3M — +0.0% 4Q SEC ↗
4 Savvy Advisors, Inc. NEW 36,818 2M — +0.0% 1Q SEC ↗
5 CITADEL ADVISORS LLC 21,352 1M -72,061 -77.1% 7Q SEC ↗
6 GOLDMAN SACHS GROUP INC NEW 15,060 1M — +0.0% 1Q SEC ↗
7 Accel Wealth Management 14,667 976K +3,420 +30.4% 4Q SEC ↗
8 Nova Wealth Management, Inc. NEW 9,334 621K — +0.0% 1Q SEC ↗
9 LPL Financial LLC NEW 8,681 578K — +0.0% 1Q SEC ↗
10 Tidal Investments LLC 8,631 574K +1,191 +16.0% 3Q SEC ↗
11 J.W. COLE ADVISORS, INC. 8,508 566K +900 +11.8% 2Q SEC ↗
12 CARY STREET PARTNERS FINANCIAL LLC NEW 7,560 503K — +0.0% 1Q SEC ↗
13 Investment Insight Wealth Management, NEW 6,694 446K — +0.0% 1Q SEC ↗
14 First Heartland Consultants, Inc. NEW 6,107 406K — +0.0% 1Q SEC ↗
15 OSAIC HOLDINGS, INC. 5,344 356K +1,070 +25.0% 12Q SEC ↗
16 COMMONWEALTH EQUITY SERVICES, LLC NEW 5,232 348K — +0.0% 1Q SEC ↗
17 WEALTH ENHANCEMENT ADVISORY SERVICES, NEW 5,136 342K — +0.0% 1Q SEC ↗
18 KINGSWOOD WEALTH ADVISORS, LLC NEW 4,770 317K — +0.0% 1Q SEC ↗
19 Cetera Investment Advisers NEW 4,488 299K — +0.0% 1Q SEC ↗
20 Strategic Family Wealth Counselors, L. NEW 4,179 278K — +0.0% 1Q SEC ↗
21 Focus Partners Wealth NEW 3,732 248K — +0.0% 1Q SEC ↗
22 Steward Partners Investment Advisory, 1,604 107K +1,415 +748.7% 3Q SEC ↗
23 Glassman Wealth Services 1,587 106K — +0.0% 4Q SEC ↗
24 TD Waterhouse Canada Inc. 592 39K +75 +14.5% 2Q SEC ↗
25 VALLEY NATIONAL ADVISERS INC 203 14K — +0.0% 2Q SEC ↗
26 Atlantic Union Bankshares Corp 200 13K — +0.0% 5Q SEC ↗
27 MORGAN STANLEY NEW 192 13K — +0.0% 1Q SEC ↗
28 HARBOUR INVESTMENTS, INC. 175 12K — +0.0% 2Q SEC ↗
29 FMR LLC NEW 165 11K — +0.0% 1Q SEC ↗
30 JPMORGAN CHASE & CO 127 8K +87 +217.5% 2Q SEC ↗
31 Roxbury Financial LLC 50 3K — +0.0% 3Q SEC ↗
32 IFP Advisors, Inc 22 1K — +0.0% 4Q SEC ↗
33 TWIN PEAKS WEALTH ADVISORS, LLC 0 0K -28 -100.0% 1Q SEC ↗
34 JANE STREET GROUP, LLC 0 0K -7,073 -100.0% 1Q SEC ↗
Biggest Increases (8)
HolderAddedChange %Total Shares
Thrivent Financial for Lutherans +14,910 +14.0% 121,345
Accel Wealth Management +3,420 +30.4% 14,667
Steward Partners Investment Advisor +1,415 +748.7% 1,604
Tidal Investments LLC +1,191 +16.0% 8,631
OSAIC HOLDINGS, INC. +1,070 +25.0% 5,344
J.W. COLE ADVISORS, INC. +900 +11.8% 8,508
JPMORGAN CHASE & CO +87 +217.5% 127
TD Waterhouse Canada Inc. +75 +14.5% 592
Biggest Decreases (2)
HolderReducedChange %Total Shares
CITADEL ADVISORS LLC -72,061 -77.1% 21,352
SBE LLC DBA CEDAR COVE WEALTH PARTN -509 -0.9% 54,972

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms