FIRST TRUST NASDAQ ARTIFICIA ROBT
$56.26
-0.8% 52w: $44.31 – $60.27
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data44.3152.2960.27
Jun 20, 2025 Jul 2, 2026
Institutional holders
171
-9 QoQ
13F value
$306.0M
-8.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$285K calls / — puts
Institutional value by quarter
Number of holders
Who owns ROBT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 873.6K | $40.3M | 0.0% | -8.7% |
| MORGAN STANLEY | Bank broker | 729.5K | $33.7M | 0.0% | +4.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 492.9K | $22.8M | 0.0% | +14.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 434.2K | $20.0M | 0.0% | +14.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 231.0K | $10.7M | 0.0% | +16.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 226.0K | $10.4M | 0.0% | -5.4% |
| ROYAL BANK OF CANADA | Bank broker | 225.5K | $10.4M | 0.0% | +8.4% |
| Biltmore Family Office, LLC | Other | 207.5K | $9.6M | 1.3% | +19.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 194.2K | $9.0M | 0.0% | +14.1% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 192.9K | $8.9M | 0.0% | +11.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 175.1K | $8.1M | 0.0% | +0.6% |
| Rockport Wealth LLC | Wealth advisor | 168.3K | $7.8M | 1.4% | -3.6% |
| Baird Financial Group, Inc. | Diversified mechanical | 162.2K | $7.5M | 0.0% | -34.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 157.7K | $7.3M | 0.0% | -27.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 135.0K | $6.2M | 0.0% | +18.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 113.9K | $5.3M | 0.0% | +2.8% |
| Gateway Wealth Partners, LLC | Wealth advisor | 89.9K | $4.2M | 0.2% | +107.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 89.4K | $4.1M | 0.0% | -11.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 88.5K | $4.1M | 0.0% | New |
| Integrated Wealth Concepts LLC | Wealth advisor | 80.6K | $3.7M | 0.0% | +30.0% |
| Cetera Investment Advisers | Wealth advisor | 74.5K | $3.4M | 0.0% | -1.8% |
| UBS Group AG | Bank broker | 66.9K | $3.1M | 0.0% | -8.4% |
| Kestra Advisory Services, LLC | Wealth advisor | 62.8K | $2.9M | 0.0% | +7.9% |
| Jaffetilchin Investment Partners, LLC | Wealth advisor | 62.0K | $2.9M | 0.2% | New |
| BENJAMIN EDWARDS INC | Diversified mechanical | 61.8K | $2.9M | 0.0% | -7.9% |
| Granite Bay Wealth Management, LLC | Wealth advisor | 61.5K | $2.8M | 0.6% | +5.8% |
| JANE STREET GROUP, LLC | Market maker | 61.1K | $2.8M | 0.0% | +1166.6% |
| CITADEL ADVISORS LLC | Multistrat pod | 58.8K | $2.7M | 0.0% | -24.6% |
| Banco Santander, S.A. | Other | 55.9K | $2.6M | 0.0% | Held |
| Atlas Private Wealth Advisors | Wealth advisor | 49.4K | $2.3M | 0.5% | +9.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 43.5K | $2.0M | 0.0% | -13.7% |
| IronBridge Private Wealth, LLC | Other | 38.0K | $1.8M | 0.6% | New |
| Avestar Capital, LLC | Other | 37.4K | $1.7M | 0.1% | Held |
| Belpointe Asset Management LLC | Wealth advisor | 32.9K | $1.5M | 0.1% | -1.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 32.3K | $1.5M | 0.0% | -5.6% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 31.7K | $1.5M | 0.1% | +7.4% |
| Independent Advisor Alliance | Wealth advisor | 29.2K | $1.3M | 0.0% | New |
| Hancock Prospecting Pty Ltd | Other | 27.5K | $1.3M | 0.0% | Held |
| Sargent Investment Group, LLC | Other | 26.9K | $1.2M | 0.2% | -16.5% |
| NewEdge Advisors, LLC | Diversified mechanical | 26.5K | $1.2M | 0.0% | +0.9% |
| Arkadios Wealth Advisors | Wealth advisor | 22.1K | $1.0M | 0.0% | +32.4% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 19.8K | $914K | 0.0% | +13.7% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 18.9K | $872K | 0.0% | -34.2% |
| Mariner, LLC | Diversified mechanical | 18.4K | $847K | 0.0% | -52.6% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 18.2K | $842K | 0.0% | +4.0% |
| RFG Advisory, LLC | Wealth advisor | 17.3K | $797K | 0.0% | +16.5% |
| Kovack Advisors, Inc. | Other | 14.5K | $680K | 0.0% | +11.5% |
| WealthCare Investment Partners, LLC | Wealth advisor | 13.6K | $643K | 0.2% | -0.3% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 13.7K | $633K | 0.0% | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 13.2K | $619K | 0.0% | -3.1% |
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.