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Institutional Holders of ROBO

There is a long list of 229 institutional holders of ROBO within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of ROBO by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-ROBO table below, the initial column indicates the name of each top institutional holder of ROBO, with a link to that fund's top holdings. The next columns indicate the amount of ROBO stock held by each of the institutional holders of ROBO, followed by the ROBO position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley1,004,742$57,572 12/31/2023
     ROBO1,004,742$57,572 12/31/2023
UBS Group AG922,777$52,875 12/31/2023
     ROBO922,777$52,875 12/31/2023
Granite Bay Wealth Management LLC757,626$43,412 12/31/2023
     ROBO757,626$43,412 12/31/2023
LPL Financial LLC370,351$21,221 12/31/2023
     ROBO370,351$21,221 12/31/2023
Fountainhead AM LLC245,441$14,064 12/31/2023
     ROBO245,441$14,064 12/31/2023
Royal Bank of Canada241,149$13,818 12/31/2023
     ROBO241,149$13,818 12/31/2023
CI Private Wealth LLC207,170$11,871 12/31/2023
     ROBO207,170$11,871 12/31/2023
Gray Foundation205,000$11,746 12/31/2023
     ROBO205,000$11,746 12/31/2023
Biltmore Family Office LLC195,609$11,208 12/31/2023
     ROBO195,609$11,208 12/31/2023
Raymond James & Associates176,054$10,324 03/31/2024
     ROBO176,054$10,324 03/31/2024
Commonwealth Equity Services LLC179,059$10,260 12/31/2023
     ROBO179,059$10,260 12/31/2023
Ameriprise Financial Inc.176,754$10,015 12/31/2023
     ROBO176,754$10,015 12/31/2023
Envestnet Asset Management Inc.157,581$9,029 12/31/2023
     ROBO157,581$9,029 12/31/2023
Susquehanna International Group LLP $8,234 12/31/2023
     ROBO118,090$6,767 12/31/2023
     Call25,600$1,467 12/31/2023
Captrust Financial Advisors117,444$6,730 12/31/2023
     ROBO117,444$6,730 12/31/2023
Principal Securities Inc.106,879$6,124 12/31/2023
     ROBO106,879$6,124 12/31/2023
Mercer Global Advisors Inc. ADV101,313$5,805 12/31/2023
     ROBO101,313$5,805 12/31/2023
Carmel Capital Management L.L.C.98,860$5,797 03/31/2024
     ROBO98,860$5,797 03/31/2024
Advisor Group Holdings Inc.95,939$5,498 12/31/2023
     ROBO95,939$5,498 12/31/2023
NTV Asset Management LLC90,011$5,158 12/31/2023
     ROBO90,011$5,158 12/31/2023
Cambridge Investment Research Advisors Inc.87,386$5,124 03/31/2024
     ROBO87,386$5,124 03/31/2024
Northwestern Mutual Wealth Management Co.88,655$5,080 12/31/2023
     ROBO88,655$5,080 12/31/2023
Cetera Advisor Networks LLC80,915$4,636 12/31/2023
     ROBO80,915$4,636 12/31/2023
Citigroup Inc.75,386$4,320 12/31/2023
     ROBO75,386$4,320 12/31/2023
Stratos Wealth Partners LTD.65,360$3,833 03/31/2024
     ROBO65,360$3,833 03/31/2024
Stifel Financial Corp64,705$3,708 12/31/2023
     ROBO64,705$3,708 12/31/2023
Great Valley Advisor Group Inc.57,306$3,284 12/31/2023
     ROBO57,306$3,284 12/31/2023
Pinnacle Associates Ltd.55,711$3,192 12/31/2023
     ROBO55,711$3,192 12/31/2023
National Bank of Canada FI56,154$3,144 12/31/2023
     ROBO56,154$3,144 12/31/2023
Crestwood Advisors Group LLC52,058$2,983 12/31/2023
     ROBO52,058$2,983 12/31/2023
Beacon Pointe Advisors LLC51,146$2,931 12/31/2023
     ROBO51,146$2,931 12/31/2023
Hallmark Capital Management Inc.50,732$2,907 12/31/2023
     ROBO50,732$2,907 12/31/2023
Raymond James Financial Services Advisors Inc.48,568$2,848 03/31/2024
     ROBO48,568$2,848 03/31/2024
Pacific Sun Financial Corp44,164$2,531 12/31/2023
     ROBO44,164$2,531 12/31/2023
Humankind Investments LLC41,500$2,378 12/31/2023
     ROBO41,500$2,378 12/31/2023
MML Investors Services LLC34,424$1,972 12/31/2023
     ROBO34,424$1,972 12/31/2023
Resources Investment Advisors LLC.30,782$1,764 12/31/2023
     ROBO30,782$1,764 12/31/2023
Spire Wealth Management28,905$1,695 03/31/2024
     ROBO28,905$1,695 03/31/2024
Wade G W & Inc.29,236$1,675 12/31/2023
     ROBO29,236$1,675 12/31/2023
Atria Wealth Solutions Inc.28,295$1,621 12/31/2023
     ROBO28,295$1,621 12/31/2023
Cetera Investment Advisers27,058$1,550 12/31/2023
     ROBO27,058$1,550 12/31/2023
Ellis Investment Partners LLC26,007$1,525 03/31/2024
     ROBO26,007$1,525 03/31/2024
Bank OZK24,688$1,415 12/31/2023
     ROBO24,688$1,415 12/31/2023
SOL Capital Management CO23,894$1,401 03/31/2024
     ROBO23,894$1,401 03/31/2024
ETF Store Inc.23,063$1,322 12/31/2023
     ROBO23,063$1,322 12/31/2023
Citadel Advisors LLC $1,294 12/31/2023
     ROBO21,172$1,213 12/31/2023
     Call2,700$155 12/31/2023
     Put1,300$74 12/31/2023
Main Street Financial Solutions LLC21,789$1,278 03/31/2024
     ROBO21,789$1,278 03/31/2024
HighTower Advisors LLC22,350$1,278 12/31/2023
     ROBO22,350$1,278 12/31/2023
RPG Investment Advisory LLC21,560$1,235 12/31/2023
     ROBO21,560$1,235 12/31/2023
Curbstone Financial Management Corp20,630$1,210 03/31/2024
     ROBO20,630$1,210 03/31/2024

See All: Funds Holding ROBO
See Details: Top 10 Hedge Funds Holding ROBO
Also See: ROBO Holdings Changes

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