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ROBO Global Robotics & Automation ETF (ROBO) Institutional Ownership

ROBO Global Robotics & Automation ETF logo
$61.39 -0.20 (-0.32%)
Closing price 07/18/2025 04:10 PM Eastern
Extended Trading
$61.37 -0.02 (-0.03%)
As of 07/18/2025 06:11 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for ROBO Global Robotics & Automation ETF (NYSEARCA:ROBO)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$121.92M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$14.30M
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ROBO Institutional Buying and Selling by Quarter

ROBO Global Robotics & Automation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025Vigilare Wealth Management3,667$219K0.1%N/A0.021%
7/14/2025 AdvisorNet Financial Inc780$47K0.0%-66.8%0.004%
7/7/2025 Wilson & Boucher Capital Management LLC3,775$226K0.2%N/A0.022%
5/16/2025NewEdge Advisors LLC6,441$332K0.0%+593.3%0.037%
5/15/2025Baird Financial Group Inc.7,503$386K0.0%-4.9%0.043%
5/15/2025OLD Mission Capital LLC8,030$414K0.0%-78.1%0.046%
5/14/2025Flow Traders U.S. LLC103,421$5.33M0.2%+30.3%0.591%
5/12/2025Atlas Capital Advisors Inc.556$29K0.0%N/A0.003%
5/8/2025Wealthquest Corp1,085,420$55.90M2.5%N/A6.088%
5/7/2025Pinnacle Wealth Management Advisory Group LLC14,314$737K0.1%+3.0%0.080%
5/5/2025Crestwood Advisors Group LLC61,751$3.18M0.1%+11.0%0.346%
4/29/2025Burke & Herbert Bank & Trust Co.18,076$931K0.2%-1.2%0.101%
4/29/2025Bank of New York Mellon Corp13,042$672K0.0%-1.8%0.073%
4/23/2025SOL Capital Management CO9,660$497K0.1%-28.8%0.054%
4/23/2025Wealthquest Corp1,085,420$55.90M5.4%N/A6.088%
4/21/2025 Silverleafe Capital Partners LLC8,131$419K0.1%-87.2%0.045%
4/18/2025Financial Freedom LLC6,997$360K0.2%-14.0%0.039%
4/15/2025Noble Wealth Management PBC680$35K0.0%+106.1%0.004%
4/14/2025 Farther Finance Advisors LLC3,789$195K0.0%-20.1%0.021%
4/7/2025 AdvisorNet Financial Inc2,351$121K0.0%-72.2%0.013%
2/19/2025 Wilson & Boucher Capital Management LLC3,775$212K0.2%-10.7%0.017%
2/17/2025Captrust Financial Advisors21,409$1.20M0.0%-77.2%0.094%
2/17/2025Baird Financial Group Inc.7,891$444K0.0%-18.7%0.035%
2/17/2025BNP Paribas Financial Markets1,575$89K0.0%-25.2%0.007%
2/17/2025Ameriprise Financial Inc.142,295$8.01M0.0%-2.2%0.625%
2/13/2025Oarsman Capital Inc.780$44K0.0%+34.5%0.003%
2/12/2025OLD Mission Capital LLC36,633$2.06M0.0%N/A0.161%
2/12/2025JPMorgan Chase & Co.2,479$139K0.0%-31.4%0.011%
2/10/2025 Farther Finance Advisors LLC4,744$267K0.0%-40.5%0.021%
2/6/2025SBI Securities Co. Ltd.681$38K0.0%N/A0.003%
2/4/2025Bank of New York Mellon Corp13,279$747K0.0%-3.1%0.058%
2/4/2025Crestwood Advisors Group LLC55,607$3.13M0.1%-0.7%0.244%
1/31/2025Pinnacle Wealth Management Advisory Group LLC13,898$782K0.1%-3.7%0.061%
1/23/2025SOL Capital Management CO13,564$763K0.1%-19.1%0.060%
1/21/2025AlphaMark Advisors LLC2,695$152K0.1%+56.7%0.012%
1/17/2025 Avior Wealth Management LLC8,100$456K0.0%-14.8%0.036%
1/13/2025 AdvisorNet Financial Inc8,443$475K0.0%-16.2%0.037%
1/6/2025 Silverleafe Capital Partners LLC63,289$3.56M1.1%+5.0%0.278%
12/26/2024JPMorgan Chase & Co.3,616$206K0.0%+12.8%0.016%
11/14/2024Flow Traders U.S. LLC83,393$4.76M0.2%N/A0.367%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

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11/14/2024Captrust Financial Advisors93,968$5.36M0.0%-23.7%0.413%
11/13/2024BNP Paribas Financial Markets2,107$120K0.0%-60.0%0.009%
11/12/2024Cahill Financial Advisors Inc.5,077$290K0.0%-18.3%0.022%
11/8/2024 Avior Wealth Management LLC9,503$542K0.0%-21.8%0.042%
11/6/2024Valley Wealth Managers Inc.38,074$2.17M0.2%+0.8%0.167%
10/30/2024Crescent Grove Advisors LLC4,208$240K0.0%-9.8%0.018%
10/23/2024Burke & Herbert Bank & Trust Co.18,301$1.04M0.2%-9.2%0.080%
10/17/2024AlphaMark Advisors LLC1,720$98K0.0%+286.5%0.008%
10/11/2024 Fiduciary Alliance LLC6,446$368K0.0%-26.1%0.028%
10/7/2024 Bank of New Hampshire1,078$62K0.0%-51.0%0.005%
8/14/2024Marshall Wace LLP7,629$420K0.0%N/A0.034%
8/8/2024Valley Wealth Managers Inc.37,780$2.08M0.2%-25.5%0.166%
8/7/2024Ashton Thomas Private Wealth LLC1,147$63K0.0%N/A0.005%
8/7/2024Cahill Financial Advisors Inc.6,212$342K0.0%-17.5%0.027%
8/1/2024Crestwood Advisors Group LLC55,887$3.08M0.1%+1.6%0.246%
7/31/2024 Farther Finance Advisors LLC8,109$443K0.0%+6.1%0.036%
7/29/2024Migdal Insurance & Financial Holdings Ltd.448$25K0.0%-97.5%0.002%
7/25/2024Pinnacle Wealth Management Advisory Group LLC14,432$795K0.1%-1.3%0.063%
7/16/2024Burke & Herbert Bank & Trust Co.20,166$1.11M0.3%N/A0.089%
7/15/2024Vigilare Wealth Management3,667$202K0.1%-7.1%0.016%
7/10/2024 Fiduciary Alliance LLC8,719$479K0.1%-4.4%0.038%
7/9/2024 Adirondack Trust Co.900$50K0.0%N/A0.004%
7/3/2024Curbstone Financial Management Corp20,830$1.15M0.2%+1.0%0.092%
7/1/2024 Bank of New Hampshire2,202$121K0.0%-87.8%0.010%
5/17/2024Comerica Bank11,910$698K0.0%-26.3%0.052%
5/1/2024BNP Paribas Financial Markets1,495$88K0.0%+361.4%0.006%
4/29/2024Crescent Grove Advisors LLC4,663$273K0.0%+32.6%0.020%
4/24/2024SOL Capital Management CO23,894$1.40M0.2%-1.3%0.104%
4/24/2024Financial Freedom LLC8,227$482K0.3%-5.0%0.036%
4/22/2024Accordant Advisory Group Inc4,676$274K0.2%N/A0.020%
4/17/2024 Fiduciary Alliance LLC9,116$530K0.1%-13.1%0.040%
4/15/2024Atlas Capital Advisors LLC556$33K0.0%N/A0.002%
4/10/2024 Bank of New Hampshire18,076$1.06M0.3%-2.4%0.070%
2/12/2024 Wilson & Boucher Capital Management LLC4,225$242K0.2%-6.1%0.016%
2/7/2024Valley Wealth Managers Inc.50,732$2.91M0.2%-10.7%0.195%
2/7/2024Pinnacle Wealth Management Advisory Group LLC14,882$853K0.1%+6.3%0.057%
2/2/2024 Bank of New Hampshire18,514$1.06M0.3%-9.8%0.071%
1/31/2024Migdal Insurance & Financial Holdings Ltd.17,988$1.03M0.0%-9.6%0.069%
1/30/2024Crescent Grove Advisors LLC3,516$201K0.0%N/A0.014%
1/29/2024Crestwood Advisors Group LLC52,058$2.98M0.1%+6.5%0.200%
1/25/2024SOL Capital Management CO24,219$1.39M0.2%+1.1%0.093%
1/19/2024 AdvisorNet Financial Inc8,883$509K0.0%-10.8%0.034%
11/15/2023Crestwood Advisors Group LLC48,863$2.46M0.1%N/A0.188%
11/9/2023Valley Wealth Managers Inc.56,807$2.86M0.2%N/A0.218%
10/25/2023Pinnacle Wealth Management Advisory Group LLC14,000$705K0.1%-12.1%0.054%
10/24/2023Bank of New York Mellon Corp15,715$791K0.0%+16.7%0.060%
10/19/2023SOL Capital Management CO23,944$1.21M0.2%-14.0%0.092%
10/18/2023 Fiduciary Alliance LLC10,598$534K0.1%+3.3%0.041%
10/10/2023 Bank of New Hampshire20,523$1.03M0.3%-8.2%0.079%
9/21/2023Baystate Wealth Management LLC15,930$933K0.1%N/A0.061%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

Click here to get the details on this virtual monopoly.
9/12/2023 Farther Finance Advisors LLC4,257$249K0.1%+28.6%0.016%
8/15/2023Cahill Financial Advisors Inc.8,714$510K0.1%-17.2%0.034%
8/2/2023Baystate Wealth Management LLC15,930$933K0.1%N/A0.063%
7/28/2023Financial Freedom LLC8,611$504K0.4%+48.5%0.034%
7/28/2023 Bank of New Hampshire22,361$1.31M0.4%-1.9%0.089%
7/25/2023Mathes Company Inc.14,175$830K0.4%N/A0.056%
7/24/2023Migdal Insurance & Financial Holdings Ltd.21,015$1.23M0.0%-19.0%0.084%
7/18/2023 Fiduciary Alliance LLC10,261$601K0.1%+9.8%0.041%
7/14/2023 AdvisorNet Financial Inc9,943$582K0.0%+3.5%0.040%
7/5/2023Curbstone Financial Management Corp20,860$1.22M0.3%-1.9%0.083%
(Data available from 1/1/2016 forward)

ROBO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ROBO shares?

During the previous two years, 41 institutional investors and hedge funds held shares of ROBO Global Robotics & Automation ETF. The most heavily invested institutionals were Wealthquest Corp ($55.90M), Ameriprise Financial Inc. ($8.01M), Flow Traders U.S. LLC ($5.33M), Crestwood Advisors Group LLC ($3.18M), Valley Wealth Managers Inc. ($2.17M), Captrust Financial Advisors ($1.20M), and Curbstone Financial Management Corp ($1.15M).Learn more on ROBO Global Robotics & Automation ETF's institutional investors.

Which institutional investors have been buying ROBO Global Robotics & Automation ETF's stock?

Of the 32 institutional investors that purchased ROBO Global Robotics & Automation ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealthquest Corp ($2.17M), Flow Traders U.S. LLC ($107.45K), Crestwood Advisors Group LLC ($59.08K), Valley Wealth Managers Inc. ($57.10K), OLD Mission Capital LLC ($36.63K), Baystate Wealth Management LLC ($31.86K), and Burke & Herbert Bank & Trust Co. ($20.17K).

How much institutional buying is happening at ROBO Global Robotics & Automation ETF?

Institutional investors have bought a total of 2,352,324 shares in the last 24 months. This purchase volume represents approximately $121.92M in transactions.

Which of ROBO Global Robotics & Automation ETF's major shareholders have been selling company stock?

Of the 23 institutional investors that sold ROBO Global Robotics & Automation ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Captrust Financial Advisors ($101.73K), Silverleafe Capital Partners LLC ($55.16K), OLD Mission Capital LLC ($28.60K), Migdal Insurance & Financial Holdings Ltd. ($17.19K), Valley Wealth Managers Inc. ($12.96K), AdvisorNet Financial Inc ($9.30K), and SOL Capital Management CO ($7.11K).

How much institutional selling is happening at ROBO Global Robotics & Automation ETF?

Institutional investors have sold a total of 262,339 shares in the last 24 months. This volume of shares sold represents approximately $14.30M in transactions.


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This page (NYSEARCA:ROBO) was last updated on 7/19/2025 by MarketBeat.com Staff
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