ROBT institutional holders

FIRST TR EXCHANGE TRADED FD · 13F, 2026Q2

Managers holding181
Shares held6,428,213
Reported value$361.7m
Quarter flows25 new, 51 added, 58 trimmed, 16 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC896,246$50.4m0.0%
MORGAN STANLEY635,762$35.8m0.0%
BANK OF AMERICA CORP /DE/509,032$28.6m0.0%
WELLS FARGO & COMPANY/MN349,492$19.7m0.0%
Cambridge Investment Research Advisors, Inc.292,556$16.5m0.0%
ENVESTNET ASSET MANAGEMENT INC285,440$16.1m0.0%
AMERIPRISE FINANCIAL INC255,673$14.4m0.0%
ROYAL BANK OF CANADA208,600$11.7m0.0%
RAYMOND JAMES FINANCIAL INC201,585$11.3m0.0%
Biltmore Family Office, LLC200,992$11.3m1.5%
TRUIST FINANCIAL CORP199,181$11.2m0.0%
OSAIC HOLDINGS, INC.191,463$10.8m0.0%
Baird Financial Group, Inc.158,860$8.9m0.0%
Rockport Wealth LLC157,442$8.9m1.5%
STIFEL FINANCIAL CORP91,075$5.1m0.0%
Janney Montgomery Scott LLC88,790$5.0m0.0%
Cetera Investment Advisers79,338$4.5m0.0%
UBS Group AG77,708$4.4m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP70,341$4.0m0.0%
Granite Bay Wealth Management, LLC63,541$3.6m0.3%
IronBridge Private Wealth, LLC63,208$3.6m1.2%
BENJAMIN EDWARDS INC60,222$3.4m0.0%
Atlas Private Wealth Advisors58,496$3.3m0.7%
Banco Santander, S.A.55,896$3.1m0.0%
ABLE Financial Group, LLC55,097$3.1m0.5%

Every holder, line by line, and the full history since 2013: yf.Client().holders("ROBT"). ROBT price history · All 13F data

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