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Institutional Holders of ROBT

There is a long list of 128 institutional holders of ROBT 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 ROBT by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-ROBT table below, the initial column indicates the name of each top institutional holder of ROBT, with a link to that fund's top holdings. The next columns indicate the amount of ROBT stock held by each of the institutional holders of ROBT, followed by the ROBT 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
LPL Financial LLC696,930$31,731 12/31/2023
     ROBT696,930$31,731 12/31/2023
Bank of America Corp DE393,050$17,896 12/31/2023
     ROBT393,050$17,896 12/31/2023
Raymond James & Associates342,966$15,516 03/31/2024
     ROBT342,966$15,516 03/31/2024
Wells Fargo & Company MN336,479$15,320 12/31/2023
     ROBT336,479$15,320 12/31/2023
Main Management ETF Advisors LLC272,285$12,397 12/31/2023
     ROBT272,285$12,397 12/31/2023
Ameriprise Financial Inc.256,365$11,673 12/31/2023
     ROBT256,365$11,673 12/31/2023
Baird Financial Group Inc.242,137$11,024 12/31/2023
     ROBT242,137$11,024 12/31/2023
Good Life Advisors LLC202,262$9,150 03/31/2024
     ROBT202,262$9,150 03/31/2024
Morgan Stanley182,345$8,302 12/31/2023
     ROBT182,345$8,302 12/31/2023
Advisor Group Holdings Inc.150,669$6,860 12/31/2023
     ROBT150,669$6,860 12/31/2023
Royal Bank of Canada149,375$6,801 12/31/2023
     ROBT149,375$6,801 12/31/2023
Truist Financial Corp143,152$6,518 12/31/2023
     ROBT143,152$6,518 12/31/2023
Raymond James Financial Services Advisors Inc.137,615$6,226 03/31/2024
     ROBT137,615$6,226 03/31/2024
Envestnet Asset Management Inc.130,754$5,953 12/31/2023
     ROBT130,754$5,953 12/31/2023
Mariner LLC112,340$5,115 12/31/2023
     ROBT112,340$5,115 12/31/2023
Cambridge Investment Research Advisors Inc.103,753$4,694 03/31/2024
     ROBT103,753$4,694 03/31/2024
Spectrum Wealth Advisory Group LLC97,628$4,417 03/31/2024
     ROBT97,628$4,417 03/31/2024
SFI Advisors LLC91,431$4,163 12/31/2023
     ROBT91,431$4,163 12/31/2023
Silverleafe Capital Partners LLC84,611$3,828 03/31/2024
     ROBT84,611$3,828 03/31/2024
Stifel Financial Corp82,212$3,743 12/31/2023
     ROBT82,212$3,743 12/31/2023
Biltmore Family Office LLC81,030$3,689 12/31/2023
     ROBT81,030$3,689 12/31/2023
Janney Montgomery Scott LLC76,513$3,461 03/31/2024
     ROBT76,513$3,461 03/31/2024
Benjamin F. Edwards & Company Inc.72,059$3,260 03/31/2024
     ROBT72,059$3,260 03/31/2024
AE Wealth Management LLC60,629$2,692 12/31/2023
     ROBT60,629$2,692 12/31/2023
EPG Wealth Management LLC56,766$2,489 12/31/2023
     ROBT56,766$2,489 12/31/2023
Sargent Investment Group LLC51,665$2,352 12/31/2023
     ROBT51,665$2,352 12/31/2023
UBS Group AG42,175$1,920 12/31/2023
     ROBT42,175$1,920 12/31/2023
TAP Consulting LLC42,372$1,917 03/31/2024
     ROBT42,372$1,917 03/31/2024
Jane Street Group LLC41,255$1,878 12/31/2023
     ROBT41,255$1,878 12/31/2023
Commonwealth Equity Services LLC40,057$1,812 03/31/2024
     ROBT40,057$1,812 03/31/2024
Cetera Advisor Networks LLC39,560$1,801 12/31/2023
     ROBT39,560$1,801 12/31/2023
Gradient Investments LLC38,843$1,757 03/31/2024
     ROBT38,843$1,757 03/31/2024
Atria Investments LLC33,442$1,523 12/31/2023
     ROBT33,442$1,523 12/31/2023
Private Advisor Group LLC31,039$1,404 03/31/2024
     ROBT31,039$1,404 03/31/2024
Baker Tilly Financial LLC28,381$1,292 12/31/2023
     ROBT28,381$1,292 12/31/2023
Prospera Financial Services Inc27,557$1,255 12/31/2023
     ROBT27,557$1,255 12/31/2023
Assetmark Inc.25,502$1,154 03/31/2024
     ROBT25,502$1,154 03/31/2024
Flaharty Asset Management LLC24,880$1,133 12/31/2023
     ROBT24,880$1,133 12/31/2023
GWM Advisors LLC23,831$1,069 12/31/2023
     ROBT23,831$1,069 12/31/2023
Oppenheimer & Co. Inc.22,697$1,027 03/31/2024
     ROBT22,697$1,027 03/31/2024
Goldman Sachs Group Inc.22,191$1,010 12/31/2023
     ROBT22,191$1,010 12/31/2023
Northwestern Mutual Wealth Management Co.19,725$898 12/31/2023
     ROBT19,725$898 12/31/2023
Steward Partners Investment Advisory LLC17,852$813 12/31/2023
     ROBT17,852$813 12/31/2023
Kestra Advisory Services LLC17,353$790 12/31/2023
     ROBT17,353$790 12/31/2023
Camden Capital LLC17,302$788 12/31/2023
     ROBT17,302$788 12/31/2023
Prosperity Financial Group Inc.16,913$770 12/31/2023
     ROBT16,913$770 12/31/2023
Atria Wealth Solutions Inc.15,659$713 12/31/2023
     ROBT15,659$713 12/31/2023
Belpointe Asset Management LLC15,353$699 12/31/2023
     ROBT15,353$699 12/31/2023
Equitable Holdings Inc.14,476$659 12/31/2023
     ROBT14,476$659 12/31/2023
International Assets Investment Management LLC14,252$639 03/31/2024
     ROBT14,252$639 03/31/2024

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

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