ROBO Institutional Ownership
ROBO Global Robotics and Automation Index ETF
1W: +2.2%
1M: +5.0%
3M: -3.9%
YTD: +17.1%
1Y: +24.9%
3Y: +68.3%
5Y: +22.4%
$82.82
+1.81 (+2.23%)
Weekly Expected Move ±2.8%
$78
$80
$83
$85
$88
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — ROBO
339
Institutional Holders
+49 vs prior quarter
0.0%
Ownership
+0.00pp
670M
Total Invested
74
New Positions
89
Increased
74
Reduced
16
Closed
0.75
Put/Call Ratio
Ownership Trends
Top Institutional Holders (361 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895,257 | $74M | +138,515 | +18.3% | 48Q | SEC ↗ |
| 2 | UBS Group AG | 878,150 | $73M | +29,397 | +3.5% | 47Q | SEC ↗ |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 480,227 | $40M | -5,327 | -1.1% | 30Q | SEC ↗ |
| 4 | Annex Advisory Services, LLC | 399,979 | $33M | -341,123 | -46.0% | 2Q | SEC ↗ |
| 5 | LPL Financial LLC | 391,443 | $32M | +56,181 | +16.8% | 50Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 265,418 | $22M | +14,307 | +5.7% | 7Q | SEC ↗ |
| 7 | AMERIPRISE FINANCIAL INC | 262,465 | $22M | +148,330 | +130.0% | 16Q | SEC ↗ |
| 8 | ROYAL BANK OF CANADA | 223,445 | $19M | +21,309 | +10.5% | 50Q | SEC ↗ |
| 9 | ARMSTRONG ADVISORY GROUP, INC | 217,296 | $18M | +210,454 | +3075.9% | 4Q | SEC ↗ |
| 10 | Gray Foundation | 205,000 | $17M | — | +0.0% | 11Q | SEC ↗ |
| 11 | Biltmore Family Office, LLC | 202,125 | $17M | -826 | -0.4% | 34Q | SEC ↗ |
| 12 | MinichMacGregor Wealth Management, LLC | 175,324 | $15M | -7,521 | -4.1% | 2Q | SEC ↗ |
| 13 | Corient Private Wealth LP | 173,193 | $14M | -7,491 | -4.1% | 15Q | SEC ↗ |
| 14 | Carmel Capital Management L.L.C. | 100,490 | $8M | +1,550 | +1.6% | 19Q | SEC ↗ |
| 15 | NTV Asset Management LLC | 94,395 | $8M | +7,350 | +8.4% | 45Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 81,419 | $7M | +1,744 | +2.2% | 35Q | SEC ↗ |
| 17 | Crestwood Advisors Group, LLC | 79,742 | $7M | -139 | -0.2% | 12Q | SEC ↗ |
| 18 | GFS Advisors, LLC NEW | 79,718 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 19 | NATIONAL BANK OF CANADA /FI | 76,964 | $6M | +1,462 | +1.9% | 19Q | SEC ↗ |
| 20 | PRINCIPAL SECURITIES, INC. | 73,646 | $6M | +1,230 | +1.7% | 11Q | SEC ↗ |
| 21 | OSAIC HOLDINGS, INC. | 72,965 | $6M | +9,618 | +15.2% | 26Q | SEC ↗ |
| 22 | Black Swift Group, LLC | 71,460 | $6M | +6,920 | +10.7% | 2Q | SEC ↗ |
| 23 | STIFEL FINANCIAL CORP | 68,412 | $6M | +10,915 | +19.0% | 38Q | SEC ↗ |
| 24 | Cetera Investment Advisers | 64,536 | $5M | +4,584 | +7.6% | 22Q | SEC ↗ |
| 25 | Allianz Asset Management GmbH NEW | 61,382 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Stratos Wealth Partners, LTD. | 57,794 | $5M | -319 | -0.5% | 25Q | SEC ↗ |
| 27 | MERCER GLOBAL ADVISORS INC /ADV | 52,295 | $4M | -2,295 | -4.2% | 20Q | SEC ↗ |
| 28 | Federation des caisses Desjardins du Q | 51,464 | $4M | +49,249 | +2223.4% | 35Q | SEC ↗ |
| 29 | SG Americas Securities, LLC | 50,002 | $4M | — | +0.0% | 4Q | SEC ↗ |
| 30 | BIP Wealth, LLC | 49,257 | $4M | +1,085 | +2.3% | 3Q | SEC ↗ |
| 31 | Cambridge Investment Research Advisors | 48,465 | $4M | -4,809 | -9.0% | 44Q | SEC ↗ |
| 32 | PINNACLE ASSOCIATES LTD | 47,623 | $4M | +1,875 | +4.1% | 15Q | SEC ↗ |
| 33 | Quadcap Wealth Management, LLC | 42,826 | $4M | -10,680 | -20.0% | 2Q | SEC ↗ |
| 34 | CITIGROUP INC | 42,654 | $4M | +292 | +0.7% | 37Q | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 41,456 | $3M | +4,484 | +12.1% | 6Q | SEC ↗ |
| 36 | Eagle Strategies LLC | 41,306 | $3M | +1,357 | +3.4% | 4Q | SEC ↗ |
| 37 | Pacific Sun Financial Corp | 37,436 | $3M | -263 | -0.7% | 13Q | SEC ↗ |
| 38 | RAINIER FAMILY WEALTH INC | 37,150 | $3M | +4,013 | +12.1% | 5Q | SEC ↗ |
| 39 | Invera Wealth Advisors, LLC | 36,306 | $3M | +11,934 | +49.0% | 2Q | SEC ↗ |
| 40 | Focus Partners Wealth | 35,488 | $3M | -618 | -1.7% | 11Q | SEC ↗ |
| 41 | Beacon Pointe Advisors, LLC | 32,069 | $3M | -727 | -2.2% | 2Q | SEC ↗ |
| 42 | ENVESTNET ASSET MANAGEMENT INC | 31,324 | $3M | +1,133 | +3.8% | 31Q | SEC ↗ |
| 43 | Hyposwiss Advisors SA | 31,006 | $3M | -3,660 | -10.6% | 3Q | SEC ↗ |
| 44 | FLOW TRADERS U.S. LLC | 30,462 | $3M | -36,830 | -54.7% | 2Q | SEC ↗ |
| 45 | OneDigital Investment Advisors LLC | 29,730 | $2M | -364 | -1.2% | 15Q | SEC ↗ |
| 46 | Kestra Advisory Services, LLC | 29,661 | $2M | +830 | +2.9% | 24Q | SEC ↗ |
| 47 | Summit Financial, LLC | 28,724 | $2M | -467 | -1.6% | 5Q | SEC ↗ |
| 48 | Anson Capital, Inc. | 28,608 | $2M | +25,324 | +771.1% | 2Q | SEC ↗ |
| 49 | MONECO ADVISORS, LLC | 28,106 | $2M | +308 | +1.1% | 2Q | SEC ↗ |
| 50 | BANK OF AMERICA CORP /DE | 27,321 | $2M | +18,108 | +196.5% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| GFS Advisors, LLC | 79,718 | $7M |
| Allianz Asset Management GmbH | 61,382 | $5M |
| MONETA GROUP INVESTMENT ADVISORS LL | 23,360 | $2M |
| Stegent Equity Advisors, Inc. | 18,923 | $2M |
| Generation Capital Management LLC | 15,900 | $1M |
| SUMITOMO MITSUI FINANCIAL GROUP, IN | 13,689 | $1M |
| PRUDENTIAL PLC | 13,453 | $1M |
| Tidal Investments LLC | 8,696 | $720K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 7,255 | $601K |
| BROWN ADVISORY INC | 6,780 | $562K |
| VIMA LLC | 6,394 | $530K |
| Avestar Capital, LLC | 6,280 | $520K |
| MEITAV INVESTMENT HOUSE LTD | 5,900 | $489K |
| Kovack Advisors, Inc. | 5,692 | $471K |
| Bluespring Wealth Management, LLC | 4,247 | $352K |
| Focus Financial Network, Inc. | 4,112 | $341K |
| Stonebridge Financial Group, LLC/CA | 4,099 | $339K |
| McKinley Carter Wealth Services, In | 4,051 | $336K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 4,026 | $333K |
| Nova Wealth Management, Inc. | 3,504 | $290K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| M & L Capital Management Ltd | 185,810 | $15M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 64,119 | $5M |
| JANE STREET GROUP, LLC | 48,518 | $4M |
| Humankind Investments LLC | 41,500 | $3M |
| Mirae Asset Global Investments Co., | 33,000 | $3M |
| Purpose Unlimited Inc. | 22,583 | $2M |
| Independent Advisor Alliance | 17,318 | $1M |
| Hilltop Holdings Inc. | 14,274 | $1M |
| HRT FINANCIAL LP | 13,354 | $1M |
| OLD MISSION CAPITAL LLC | 7,945 | $658K |
| Milestones Private Investment Advis | 7,312 | $606K |
| SOL Capital Management CO | 6,555 | $543K |
| OBSIDIAN CIO, LLC | 5,083 | $421K |
| Snowden Capital Advisors LLC | 4,620 | $383K |
| Strive Financial Group ,LLC | 4,189 | $347K |
| GTS SECURITIES LLC | 4,032 | $334K |
| BARCLAYS PLC | 3,500 | $290K |
| Strategic Family Wealth Counselors, | 3,057 | $253K |
| ALTFEST L J & CO INC | 2,980 | $247K |
| MAI Capital Management | 1,490 | $123K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ARMSTRONG ADVISORY GROUP, INC | +210,454 | +3075.9% | 217,296 |
| AMERIPRISE FINANCIAL INC | +148,330 | +130.0% | 262,465 |
| MORGAN STANLEY | +138,515 | +18.3% | 895,257 |
| LPL Financial LLC | +56,181 | +16.8% | 391,443 |
| Federation des caisses Desjardins d | +49,249 | +2223.4% | 51,464 |
| UBS Group AG | +29,397 | +3.5% | 878,150 |
| Anson Capital, Inc. | +25,324 | +771.1% | 28,608 |
| ROYAL BANK OF CANADA | +21,309 | +10.5% | 223,445 |
| Steward Partners Investment Advisor | +20,340 | +397.4% | 25,458 |
| BANK OF AMERICA CORP /DE | +18,108 | +196.5% | 27,321 |
| RAYMOND JAMES FINANCIAL INC | +14,307 | +5.7% | 265,418 |
| BLAIR WILLIAM & CO/IL | +13,556 | +108.9% | 26,007 |
| Invera Wealth Advisors, LLC | +11,934 | +49.0% | 36,306 |
| STIFEL FINANCIAL CORP | +10,915 | +19.0% | 68,412 |
| OSAIC HOLDINGS, INC. | +9,618 | +15.2% | 72,965 |
| Private Advisor Group, LLC | +9,107 | +86.6% | 19,629 |
| NTV Asset Management LLC | +7,350 | +8.4% | 94,395 |
| Black Swift Group, LLC | +6,920 | +10.7% | 71,460 |
| VVR Holdings LLC | +6,687 | +65.8% | 16,857 |
| Equitable Holdings, Inc. | +5,496 | +40.6% | 19,038 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Annex Advisory Services, LLC | -341,123 | -46.0% | 399,979 |
| FLOW TRADERS U.S. LLC | -36,830 | -54.7% | 30,462 |
| Qube Research & Technologies Ltd | -24,983 | -97.3% | 697 |
| Lido Advisors, LLC | -14,468 | -71.6% | 5,737 |
| Quadcap Wealth Management, LLC | -10,680 | -20.0% | 42,826 |
| MinichMacGregor Wealth Management, | -7,521 | -4.1% | 175,324 |
| Corient Private Wealth LP | -7,491 | -4.1% | 173,193 |
| CITADEL ADVISORS LLC | -7,007 | -42.1% | 9,633 |
| MILLENNIUM MANAGEMENT LLC | -5,563 | -32.5% | 11,530 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -5,327 | -1.1% | 480,227 |
| Cambridge Investment Research Advis | -4,809 | -9.0% | 48,465 |
| Hyposwiss Advisors SA | -3,660 | -10.6% | 31,006 |
| Mariner, LLC | -2,874 | -28.3% | 7,282 |
| IHT Wealth Management, LLC | -2,849 | -22.6% | 9,779 |
| D. E. Shaw & Co., Inc. | -2,508 | -39.4% | 3,850 |
| MERCER GLOBAL ADVISORS INC /ADV | -2,295 | -4.2% | 52,295 |
| TRUIST FINANCIAL CORP | -1,772 | -28.1% | 4,535 |
| RPG Investment Advisory, LLC | -1,440 | -7.5% | 17,739 |
| Cerity Partners LLC | -1,326 | -10.5% | 11,349 |
| Meridian Wealth Management, LLC | -1,138 | -31.9% | 2,431 |