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Security record · archived quarter

ROBO

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
52Tracked holders
0Δ holders
3.43MShares held
$233.23MReported value
+0New positions
−0Exits
Stable 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.6% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 54 -1 4.45M $380.87M +3 −4
Q1 2026 56 +4 4.13M $282.71M +6 −2
Q4 2025 52 0 3.43M $233.23M
Q3 2025 5 -1 556.84K $36.51M −1
Q2 2025 4 0 61.96K $3.70M
Q1 2025 3 +1 59.92K $3.09M +1
Q4 2024 2 0 28.59K $1.61M
Q3 2024 2 -1 27.74K $1.58M −1
Q2 2024 3 56.16K $3.09M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 UBS Group AG 666.35K $46.18M 0.0% n/c 1 SEC ↗
2 UBS Group AG 666.35K $46.18M 0.0% n/c 1 SEC ↗
3 UBS Group AG 666.35K $46.18M 0.0% n/c 1 SEC ↗
4 Morgan Stanley 561.57K +9.4% $38.92M 0.0% ▲ Add 2 SEC ↗
5 Morgan Stanley 561.57K +9.4% $38.92M 0.0% ▲ Add 2 SEC ↗
6 Morgan Stanley 561.57K +9.4% $38.92M 0.0% ▲ Add 2 SEC ↗
7 Corient Private Wealth LP 428.92K $25.52M 0.0% n/c 1 SEC ↗
8 Corient Private Wealth LP 428.92K $25.52M 0.0% n/c 1 SEC ↗
9 LPL Financial LLC 337.12K $23.37M 0.0% n/c 1 SEC ↗
10 Raymond James Financial Inc 217.76K $15.09M 0.0% n/c 1 SEC ↗
11 Raymond James Financial Inc 217.76K $15.09M 0.0% n/c 1 SEC ↗
12 Royal Bank Of Canada 196.88K $13.65M 0.0% n/c 1 SEC ↗
13 Royal Bank Of Canada 196.88K $13.65M 0.0% n/c 1 SEC ↗
14 Royal Bank Of Canada 196.88K $13.65M 0.0% n/c 1 SEC ↗
15 Royal Bank Of Canada 196.88K $13.65M 0.0% n/c 1 SEC ↗
16 Royal Bank Of Canada 196.88K $13.65M 0.0% n/c 1 SEC ↗
17 Royal Bank Of Canada 196.88K $13.65M 0.0% n/c 1 SEC ↗
18 Ameriprise Financial Inc 144.72K $10.03M 0.0% n/c 1 SEC ↗
19 Ameriprise Financial Inc 144.72K $10.03M 0.0% n/c 1 SEC ↗
20 Commonwealth Equity Services, Llc 90.57K $6.28M 0.0% n/c 1 SEC ↗
21 Northwestern Mutual Wealth… 85.19K $5.90M 0.0% n/c 1 SEC ↗
22 National Bank Of Canada /Fi/ 75.16K $5.20M 0.0% n/c 1 SEC ↗
23 Mercer Global Advisors Inc /Adv 65.45K $4.54M 0.0% n/c 1 SEC ↗
24 Cetera Investment Advisers 56.12K $3.89M 0.0% n/c 1 SEC ↗
25 Osaic Holdings, Inc. 55.73K $3.86M 0.0% n/c 1 SEC ↗
26 Osaic Holdings, Inc. 55.73K $3.86M 0.0% n/c 1 SEC ↗
27 Osaic Holdings, Inc. 55.73K $3.86M 0.0% n/c 1 SEC ↗
28 Citigroup Inc 39.20K $2.72M 0.0% n/c 1 SEC ↗
29 Stifel Financial Corp 37.37K $2.59M 0.0% n/c 1 SEC ↗
30 Stifel Financial Corp 37.37K $2.59M 0.0% n/c 1 SEC ↗
31 Focus Partners Wealth 37.15K $2.50M 0.0% n/c 1 SEC ↗
32 Mirae Asset Global Investments Co.… 33.00K $2.29M 0.0% n/c 1 SEC ↗
33 Susquehanna International Group, Llp 28.56K $1.98M 0.0% n/c 1 SEC ↗
34 Lido Advisors, LLC 22.70K $1.57M 0.0% n/c 1 SEC ↗
35 Rockefeller Capital Management L.P. 20.98K $1.45M 0.0% n/c 1 SEC ↗
36 Rockefeller Capital Management L.P. 20.98K $1.45M 0.0% n/c 1 SEC ↗
37 Millennium Management 20.91K +208.4% $1.45M 0.0% ▲ Add 4 SEC ↗
38 HighTower Advisors, LLC 20.88K $1.45M 0.0% n/c 1 SEC ↗
39 Envestnet Asset Management Inc 20.82K $1.44M 0.0% n/c 1 SEC ↗
40 Captrust Financial Advisors 18.23K $1.26M 0.0% n/c 1 SEC ↗
41 Bank of New York Mellon Corp 13.19K $913,829 0.0% n/c 1 SEC ↗
42 Bank of New York Mellon Corp 13.19K $913,829 0.0% n/c 1 SEC ↗
43 Mml Investors Services, Llc 12.22K $846,794 0.0% n/c 1 SEC ↗
44 Creative Planning 11.84K $820,633 0.0% n/c 1 SEC ↗
45 Fidelity (FMR) 11.15K +15.0% $772,498 0.0% ▲ Add 3 SEC ↗
46 JPMorgan Chase 10.08K -48.6% $698,931 0.0% ▼ Trim 2 SEC ↗
47 JPMorgan Chase 10.08K -48.6% $698,931 0.0% ▼ Trim 2 SEC ↗
48 JPMorgan Chase 10.08K -48.6% $698,931 0.0% ▼ Trim 2 SEC ↗
49 Mariner, LLC 8.71K $603,541 0.0% n/c 1 SEC ↗
50 Cibc World Market Inc. 8.65K $599,601 0.0% n/c 1 SEC ↗
51 Bank Of America Corp /De/ 7.74K $536,528 0.0% n/c 1 SEC ↗
52 Bank Of America Corp /De/ 7.74K $536,528 0.0% n/c 1 SEC ↗
53 D. E. Shaw & Co. 6.76K -6.9% $468,397 0.0% ▼ Trim 7 SEC ↗
54 Wealth Enhancement Advisory… 6.26K $458,138 0.0% n/c 1 SEC ↗
55 Truist Financial Corp 5.45K $377,463 0.0% n/c 1 SEC ↗
56 Truist Financial Corp 5.45K $377,463 0.0% n/c 1 SEC ↗
57 Pnc Financial Services Group, Inc. 5.43K $376,076 0.0% n/c 1 SEC ↗
58 Pnc Financial Services Group, Inc. 5.43K $376,076 0.0% n/c 1 SEC ↗
59 Pnc Financial Services Group, Inc. 5.43K $376,076 0.0% n/c 1 SEC ↗
60 Cerity Partners LLC 5.26K $364,872 0.0% n/c 1 SEC ↗
61 Cerity Partners LLC 5.26K $364,872 0.0% n/c 1 SEC ↗
62 Baird Financial Group, Inc. 4.20K $291,102 0.0% n/c 1 SEC ↗
63 Financial Engines Advisors L.L.C. 3.92K $271,487 0.0% n/c 1 SEC ↗
64 TD Waterhouse Canada Inc. 3.69K $255,140 0.0% n/c 1 SEC ↗
65 Blair William & Co/Il 3.60K $249,658 0.0% n/c 1 SEC ↗
66 Barclays Plc 3.50K $242,585 0.0% n/c 1 SEC ↗
67 Cwm, Llc 3.02K $209,000 0.0% n/c 1 SEC ↗
68 Qube Research & Technologies Ltd 2.86K $198,435 0.0% n/c 1 SEC ↗
69 Wells Fargo & Company/Mn 2.85K $197,591 0.0% n/c 1 SEC ↗
70 Wells Fargo & Company/Mn 2.85K $197,591 0.0% n/c 1 SEC ↗
71 Bank Of Montreal /Can/ 1.48K $102,233 0.0% n/c 1 SEC ↗
72 Bank Of Montreal /Can/ 1.48K $102,233 0.0% n/c 1 SEC ↗
73 Us Bancorp \De\ 1.46K $101,470 0.0% n/c 1 SEC ↗
74 Bnp Paribas Financial Markets 1.11K $77,211 0.0% n/c 1 SEC ↗
75 Russell Investments Group, Ltd. 706 $48,933 0.0% n/c 1 SEC ↗
76 Fifth Third Bancorp 101 $7,000 0.0% n/c 1 SEC ↗
77 UBS AM, a distinct business unit of… 82 $5,683 0.0% n/c 1 SEC ↗
78 Assetmark, Inc 75 $5,198 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 262 holders, 7.35M shares, $487.85M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API