Who Owns EXCH TRADE CONCEPTS ETF & AUTOMATION IDX (ROBO)? -- Institutional Holders (2026-06-30)

340 institutions reported holding $682.7M of EXCH TRADE CONCEPTS ETF & AUTOMATION IDX (ROBO) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($76.7M), UBS Group AG ($75.2M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($41.1M), Annex Advisory Services, LLC ($34.3M), LPL Financial LLC ($33.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$76.7M895,257Added
2UBS Group AG$75.2M878,150Added
3NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$41.1M480,227Trimmed
4Annex Advisory Services, LLC$34.3M399,979Trimmed
5LPL Financial LLC$33.5M391,443Added
6RAYMOND JAMES FINANCIAL INC$22.7M265,418Added
7AMERIPRISE FINANCIAL INC$22.5M262,465Added
8Royal Bank of Canada$19.1M223,445Added
9ARMSTRONG ADVISORY GROUP, INC$18.6M217,296Added
10Gray Foundation$17.6M205,000Hold
11Biltmore Family Office, LLC$17.3M202,125Trimmed
12MinichMacGregor Wealth Management, LLC$15.0M175,324Trimmed
13Corient Private Wealth LLC$14.8M173,193Trimmed
14Carmel Capital Management L.L.C.$8.6M100,490Added
15NTV Asset Management LLC$8.1M94,395Added
16COMMONWEALTH EQUITY SERVICES, LLC$7.0M81,419Added
17Crestwood Advisors Group, LLC$6.8M79,742Trimmed
18NATIONAL BANK OF CANADA /FI/$6.6M76,964Added
19PRINCIPAL SECURITIES, INC.$6.3M73,646Added
20OSAIC HOLDINGS, INC.$6.3M72,965Added
21Black Swift Group, LLC$6.1M71,460Added
22STIFEL FINANCIAL CORP$5.9M68,412Added
23Cetera Investment Advisers$5.5M64,536Added
24Allianz Asset Management GmbH$5.3M61,382New
25Stratos Wealth Partners, LTD.$5.0M57,794Trimmed

Source: SEC Form 13F filings · as of 2026-06-30