EXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | <0.01% | <0.01% | #187 | $76.7M | 895,257 | $33.7M | 513,502 | +381,755+74.34% | Add | |
| UBS Group AG | 0.01% | 0.01% | #145 | $75.2M | 878,150 | $58.1M | 848,753 | +29,397+3.46% | Add | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.02% | 0.02% | #101 | $41.1M | 480,227 | $33.2M | 485,554 | -5,327-1.10% | Reduce | |
| Annex Advisory Services, LLC | 0.58% | 0.95% | #18 | $34.3M | 399,979 | $50.7M | 741,102 | -341,123-46.03% | Reduce | |
| LPL Financial LLC | 0.01% | 0.01% | #157 | $33.5M | 391,443 | $22.9M | 335,262 | +56,181+16.76% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.01% | 0.01% | #167 | $22.7M | 265,418 | $17.2M | 251,111 | +14,307+5.70% | Add | |
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #183 | $22.5M | 262,465 | $7.8M | 114,135 | +148,330+129.96% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #211 | $19.1M | 223,445 | $13.8M | 202,136 | +21,309+10.54% | Add | |
| ARMSTRONG ADVISORY GROUP, INC | 1.13% | 0.03% | #12 | $18.6M | 217,296 | $468,192 | 6,842 | +210,454+3,075.91% | Add | |
| Gray Foundation | 3.87% | 3.54% | #1 | $17.6M | 205,000 | $14.0M | 205,000 | 00.00% | Unchanged | |
| Biltmore Family Office, LLC | 2.28% | 1.94% | #5 | $17.3M | 202,125 | $13.9M | 202,951 | -826-0.41% | Reduce | |
| Corient Private Wealth LLC | 0.01% | 0.02% | #135 | $15.4M | 180,235 | $12.4M | 180,684 | -449-0.25% | Reduce | |
| MinichMacGregor Wealth Management, LLC | 2.28% | 2.21% | #4 | $15.0M | 175,324 | $12.5M | 182,845 | -7,521-4.11% | Reduce | |
| Carmel Capital Management L.L.C. | 1.89% | 1.94% | #6 | $8.6M | 100,490 | $6.8M | 98,940 | +1,550+1.57% | Add | |
| NTV ASSET MANAGEMENT LLC | 0.79% | 0.65% | #15 | $8.1M | 94,395 | $6.0M | 87,045 | +7,350+8.44% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 0.01% | #147 | $7.0M | 81,419 | $5.5M | 79,675 | +1,744+2.19% | Add | |
| Crestwood Advisors Group, LLC | 0.1% | 0.09% | #50 | $6.8M | 79,742 | $5.5M | 79,881 | -139-0.17% | Reduce | |
| NATIONAL BANK OF CANADA /FI/ | 0.01% | 0.01% | #171 | $6.6M | 76,964 | $5.2M | 75,502 | +1,462+1.94% | Add | |
| PRINCIPAL SECURITIES, INC. | 0.08% | 0.07% | #57 | $6.3M | 73,646 | $5.0M | 72,416 | +1,230+1.70% | Add | |
| OSAIC HOLDINGS, INC. | 0.01% | 0.01% | #158 | $6.3M | 72,965 | $4.3M | 63,347 | +9,618+15.18% | Add | |
| Black Swift Group, LLC | 0.88% | 0.77% | #13 | $6.1M | 71,460 | $4.4M | 64,540 | +6,920+10.72% | Add | |
| STIFEL FINANCIAL CORP | <0.01% | <0.01% | #181 | $5.9M | 68,412 | $3.9M | 57,497 | +10,915+18.98% | Add | |
| Cetera Investment Advisers | 0.01% | <0.01% | #179 | $5.5M | 64,536 | $4.1M | 59,952 | +4,584+7.65% | Add | |
| Stratos Wealth Partners, LTD. | 0.05% | 0.05% | #68 | $5.0M | 57,794 | $4.0M | 58,113 | -319-0.55% | Reduce | |
| MERCER GLOBAL ADVISORS INC /ADV | 0.01% | 0.01% | #173 | $4.5M | 52,295 | $3.7M | 54,590 | -2,295-4.20% | Reduce | |
| Federation des caisses Desjardins du Quebec | 0.01% | <0.01% | #128 | $4.4M | 51,464 | $151,477 | 2,215 | +49,249+2,223.43% | Add | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #281 | $4.4M | 50,800 | $9.0M | 131,719 | -80,919-61.43% | Reduce | |
| SG Americas Securities, LLC | <0.01% | <0.01% | #225 | $4.3M | 50,002 | $3.4M | 50,002 | 00.00% | Unchanged | |
| BIP Wealth, LLC | 0.12% | 0.13% | #45 | $4.2M | 49,257 | $3.3M | 48,172 | +1,085+2.25% | Add | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 0.01% | #144 | $4.2M | 48,465 | $3.6M | 53,274 | -4,809-9.03% | Reduce | |
| PINNACLE ASSOCIATES LTD | 0.04% | 0.04% | #74 | $4.1M | 47,623 | $3.1M | 45,748 | +1,875+4.10% | Add | |
| Quadcap Wealth Management, LLC | 0.36% | 0.42% | #24 | $3.7M | 42,826 | $3.7M | 53,506 | -10,680-19.96% | Reduce | |
| CITIGROUP INC | <0.01% | <0.01% | #246 | $3.7M | 42,654 | $2.9M | 42,362 | +292+0.69% | Add | |
| Rockefeller Capital Management L.P. | 0.01% | <0.01% | #175 | $3.6M | 41,456 | $2.5M | 36,972 | +4,484+12.13% | Add | |
| Eagle Strategies LLC | 0.35% | 0.33% | #25 | $3.5M | 41,306 | $2.7M | 39,949 | +1,357+3.40% | Add | |
| PACIFIC SUN FINANCIAL CORP | 1.32% | 1.25% | #10 | $3.2M | 37,436 | $2.6M | 37,699 | -263-0.70% | Reduce | |
| RAINIER FAMILY WEALTH INC | 1.81% | 1.52% | #7 | $3.2M | 37,150 | $2.3M | 33,137 | +4,013+12.11% | Add | |
| Invera Wealth Advisors, LLC | 1.67% | 1.07% | #8 | $3.1M | 36,306 | $1.7M | 24,372 | +11,934+48.97% | Add | |
| Focus Partners Wealth | <0.01% | <0.01% | #202 | $3.0M | 35,488 | $2.5M | 36,106 | -618-1.71% | Reduce | |
| Beacon Pointe Advisors, LLC | 0.01% | 0.01% | #130 | $2.7M | 32,069 | $2.2M | 32,796 | -727-2.22% | Reduce | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #269 | $2.7M | 31,324 | $2.1M | 30,191 | +1,133+3.75% | Add | |
| Hyposwiss Advisors SA | 2.52% | 2.35% | #2 | $2.7M | 31,006 | $2.4M | 34,666 | -3,660-10.56% | Reduce | |
| FLOW TRADERS U.S. LLC | 0.11% | 0.15% | #49 | $2.6M | 30,462 | $4.6M | 67,292 | -36,830-54.73% | Reduce | |
| OneDigital Investment Advisors LLC | 0.02% | 0.02% | #103 | $2.5M | 29,730 | $2.1M | 30,094 | -364-1.21% | Reduce | |
| Kestra Advisory Services, LLC | 0.01% | 0.01% | #151 | $2.5M | 29,661 | $2.0M | 28,831 | +830+2.88% | Add | |
| Summit Financial, LLC | 0.03% | 0.03% | #91 | $2.5M | 28,724 | $2.0M | 29,191 | -467-1.60% | Reduce | |
| Anson Capital, Inc. | 1.59% | 0.15% | #9 | $2.5M | 28,608 | $224,724 | 3,284 | +25,324+771.13% | Add | |
| MONECO ADVISORS, LLC | 0.15% | 0.15% | #41 | $2.4M | 28,106 | $1.9M | 27,798 | +308+1.11% | Add | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #295 | $2.3M | 27,321 | $630,446 | 9,213 | +18,108+196.55% | Add | |
| BLAIR WILLIAM & CO/IL | 0.01% | <0.01% | #169 | $2.2M | 26,007 | $852,002 | 12,451 | +13,556+108.87% | Add |