Funds · ROBO

Who owns ROBO?

Institutional ownership of Exchange Traded Concepts Trust ROBO Global Robotics and Automa from Form 13F, Q2 2026

318 institutional managers reported holding Exchange Traded Concepts Trust ROBO Global Robotics and Automa (ROBO) in Form 13F filings for Q2 2026, with 7,973,749 shares worth $705M. The largest reported holder was Morgan Stanley. Managers that filed both quarters added a net 578,181 shares (+7.9%). 67 opened new positions and 16 sold out.

Funds holding
318
Value held
$705M
New / sold out
67 / 16
Net shares, same filers
+7.9%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of ROBO

FundValueShare of 13F holdingsSharesMove
Morgan Stanley$76.7M11.2%895,257Added
UBS Group AG$75.2M11.0%878,150Added
Northwestern Mutual Wealth Management Co$41.1M6.0%480,227Trimmed
Annex Advisory Services, LLC$34.3M5.0%399,979Trimmed
LPL Financial LLC$33.5M4.9%391,443Added
GFS Advisors, LLC$29.1M1.0%79,718New
Raymond James Financial Inc$22.7M3.3%265,418Added
Ameriprise Financial Inc$22.5M3.3%262,465Added
Royal Bank of Canada$19.1M2.8%223,445Added
Armstrong Advisory Group, Inc$18.6M2.7%217,296Added
Gray Foundation$17.6M2.6%205,000Unchanged
Biltmore Family Office, LLC$17.3M2.5%202,125Trimmed
MinichMacGregor Wealth Management, LLC$15.0M2.2%175,324Trimmed
Corient Private Wealth LP$14.8M2.2%173,193Trimmed
Carmel Capital Management L.L.C.$8.6M1.3%100,490Added
Cambridge Investment Research Advisors, Inc.$8.3M1.2%96,930Added
NTV Asset Management LLC$8.1M1.2%94,395Added
Commonwealth Equity Services, LLC$7.0M1.0%81,419Added
Crestwood Advisors Group, LLC$6.8M1.0%79,742Trimmed
National Bank of Canada$6.6M1.0%76,964Added
Principal Securities, Inc.$6.3M0.9%73,646Added
Osaic Holdings, Inc.$6.3M0.9%72,965Added
Black Swift Group, LLC$6.1M0.9%71,460Added
Stifel Financial Corp$5.9M0.9%68,412Added
Cetera Investment Advisers$5.5M0.8%64,536Added

Share of 13F holdings is each fund's shares as a share of the 7,973,749 ROBO shares all 13F filers reported, not of shares outstanding.

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $130M and sold $54.9M; 89 added and 56 trimmed.

Questions about ROBO ownership

Who owns ROBO stock?
318 institutional investment managers reported ROBO positions in their Form 13F filings for Q2 2026, holding 7,973,749 shares worth $705M in total. Morgan Stanley reported the largest position.
Are funds buying or selling ROBO?
In Q2 2026, 67 managers opened new ROBO positions, 89 added, 56 trimmed and 16 sold out. Managers that filed in both quarters added a net 578,181 shares.
How current is this ROBO institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to ROBO by CUSIP. Options are left out. ROBO news and filings · ROBO insider trades · Top funds