ROBO GLOBAL ROBOTICS AND AUT ROBO

US
$83.39
-2.3%
52w: $56.02 – $90.34

Latest 13F among current holders filed 3 days ago (Jul 2, 2026)

Price — last 12 months

research preview data
56.0273.1890.34
Jun 20, 2025 Jul 2, 2026
Institutional holders
265
+18 QoQ
13F value
$504.7M
+29.0% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
2.5×
$4.2M calls / $1.7M puts

Institutional value by quarter

$534.6M
Q1 2024
$377.1M
Q2 2024
$356.6M
Q3 2024
$327.5M
Q4 2024
$292.1M
Q1 2025
$321.3M
Q2 2025
$345.1M
Q3 2025
$391.4M
Q4 2025
$504.7M
Q1 2026

Number of holders

228
Q1 2024
220
Q2 2024
218
Q3 2024
220
Q4 2024
211
Q1 2025
210
Q2 2025
223
Q3 2025
247
Q4 2025
265
Q1 2026

Who owns ROBO?

Q1 2026 filings
FundTypeSharesValue% of fundChange
UBS Group AG Bank broker848.8K$58.1M0.0%+27.4%
MORGAN STANLEY Bank broker756.7K$51.8M0.0%+34.8%
Annex Advisory Services, LLC Wealth advisor741.1K$50.7M1.0%New
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Insurance485.6K$33.2M0.0%+470.0%
LPL Financial LLC Bank broker335.3K$22.9M0.0%-0.6%
RAYMOND JAMES FINANCIAL INC Bank broker251.1K$17.2M0.0%+15.3%
Gray Foundation Other205.0K$14.0M3.5%Held
Biltmore Family Office, LLC Other203.0K$13.9M1.9%+0.6%
ROYAL BANK OF CANADA Bank broker202.1K$13.8M0.0%+2.7%
MinichMacGregor Wealth Management, LLC Wealth advisor182.8K$12.5M2.2%New
Corient Private Wealth LLC Diversified mechanical180.7K$12.4M0.0%-57.9%
AMERIPRISE FINANCIAL INC Bank broker114.1K$7.8M0.0%-21.1%
Carmel Capital Management L.L.C. ★3Fundamental concentrated98.9K$6.8M1.9%Held
NTV Asset Management LLC Wealth advisor87.0K$6.0M0.7%-1.7%
Crestwood Advisors Group, LLC Other79.9K$5.5M0.1%+36.1%
COMMONWEALTH EQUITY SERVICES, LLC Wealth advisor79.7K$5.5M0.0%-12.0%
NATIONAL BANK OF CANADA /FI/ Diversified mechanical75.5K$5.2M0.0%+0.5%
PRINCIPAL SECURITIES, INC. Wealth advisor72.4K$5.0M0.1%+8.8%
FLOW TRADERS U.S. LLC Market maker67.3K$4.6M0.1%New
Black Swift Group, LLC Wealth advisor64.5K$4.4M0.8%New
SUSQUEHANNA INTERNATIONAL GROUP, LLP Market maker64.1K$4.4M0.0%+124.5%
OSAIC HOLDINGS, INC. Wealth advisor63.3K$4.3M0.0%+13.7%
Cetera Investment Advisers Wealth advisor60.0K$4.1M0.0%+6.8%
Stratos Wealth Partners, LTD. Wealth advisor58.1K$4.0M0.0%+0.2%
STIFEL FINANCIAL CORP Diversified mechanical57.5K$3.9M0.0%+53.9%
MERCER GLOBAL ADVISORS INC /ADV Wealth advisor54.6K$3.7M0.0%-16.6%
Quadcap Wealth Management, LLC Wealth advisor53.5K$3.7M0.4%New
Cambridge Investment Research Advisors, Inc. Wealth advisor53.3K$3.6M0.0%+8.8%
SG Americas Securities, LLC Diversified mechanical50.0K$3.4M0.0%-0.2%
JANE STREET GROUP, LLC Market maker48.5K$3.3M0.0%New
BIP Wealth, LLC Wealth advisor48.2K$3.3M0.1%+6.3%
PINNACLE ASSOCIATES LTD Other45.7K$3.1M0.0%+3.6%
CITIGROUP INC Bank broker42.4K$2.9M0.0%+8.1%
Eagle Strategies LLC Wealth advisor39.9K$2.7M0.3%+48.7%
Pacific Sun Financial Corp Wealth advisor37.7K$2.6M1.2%-0.3%
Rockefeller Capital Management L.P. Diversified mechanical37.0K$2.5M0.0%+76.2%
Focus Partners Wealth Wealth advisor36.1K$2.5M0.0%-2.8%
Hyposwiss Advisors SA Wealth advisor34.7K$2.4M2.3%-2.0%
RAINIER FAMILY WEALTH INC Wealth advisor33.1K$2.3M1.5%+9.7%
Beacon Pointe Advisors, LLC Wealth advisor32.8K$2.2M0.0%New
ENVESTNET ASSET MANAGEMENT INC Wealth advisor30.2K$2.1M0.0%+45.0%
OneDigital Investment Advisors LLC Wealth advisor30.1K$2.1M0.0%-3.4%
Summit Financial, LLC Wealth advisor29.2K$2.0M0.0%-2.0%
Kestra Advisory Services, LLC Wealth advisor28.8K$2.0M0.0%+96.2%
MONECO ADVISORS, LLC Wealth advisor27.8K$1.9M0.1%New
TRUE Private Wealth Advisors Wealth advisor26.5K$1.8M0.2%New
Qube Research & Technologies Ltd Quant stat arb25.7K$1.8M0.0%+797.0%
Curbstone Financial Management Corp Wealth advisor25.2K$1.7M0.3%+2.8%
Invera Wealth Advisors, LLC Other24.4K$1.7M1.1%New
BANK OZK Other23.8K$1.6M0.6%-0.8%

Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.