Security record · archived quarter
ROBO
name pending profile ingest
56Tracked holders
+4Δ holders
4.13MShares held
$282.71MReported value
+6New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +7.7% ·
share flow +20.6% ·
net new positions +7.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 54 | 0 | 4.49M | $384.14M | +4 | −5 |
| Q1 2026 | 56 | +4 | 4.13M | $282.71M | +6 | −2 |
| Q4 2025 | 52 | 0 | 3.43M | $233.23M | n/a | n/a |
| Q3 2025 | 5 | -1 | 556.84K | $36.51M | n/a | −1 |
| Q2 2025 | 4 | 0 | 61.96K | $3.70M | n/a | n/a |
| Q1 2025 | 3 | +1 | 59.92K | $3.09M | +1 | n/a |
| Q4 2024 | 2 | 0 | 28.59K | $1.61M | n/a | n/a |
| Q3 2024 | 2 | -1 | 27.74K | $1.58M | n/a | −1 |
| Q2 2024 | 3 | n/a | 56.16K | $3.09M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 848.75K | +27.4% | $58.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 756.74K | +34.8% | $51.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Northwestern Mutual Wealth… | 485.55K | +470.0% | $33.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 335.26K | -0.6% | $22.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 251.11K | +15.3% | $17.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 202.14K | +2.7% | $13.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 7 | Corient Private Wealth LP | 180.68K | -57.9% | $12.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 114.14K | -21.1% | $7.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Commonwealth Equity Services, Llc | 79.67K | -12.0% | $5.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | National Bank Of Canada /Fi/ | 75.50K | +0.5% | $5.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 64.12K | +124.5% | $4.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 63.35K | +13.7% | $4.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 13 | Cetera Investment Advisers | 59.95K | +6.8% | $4.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 57.50K | +53.9% | $3.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Mercer Global Advisors Inc /Adv | 54.59K | -16.6% | $3.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 48.52K | New | $3.32M | 0.0% | New | 1 | SEC ↗ |
| 17 | Citigroup Inc | 42.36K | +8.1% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Rockefeller Capital Management L.P. | 36.97K | +76.2% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 19 | Focus Partners Wealth | 36.11K | -2.8% | $2.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 30.19K | +45.0% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 25.68K | +797.0% | $1.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 22.02K | +5.5% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Lido Advisors, LLC | 20.20K | -11.0% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Captrust Financial Advisors | 17.65K | -3.2% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Millennium Management ✦ | 17.09K | -18.3% | $1.17M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 16.64K | New | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 27 | Creative Planning | 14.38K | +21.4% | $983,934 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Hrt Financial Lp | 13.35K | New | $913,000 | 0.0% | New | 1 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 13.00K | -1.4% | $889,681 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Cerity Partners LLC | 12.68K | +140.7% | $867,223 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Blair William & Co/Il | 12.45K | +245.7% | $852,002 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | TD Waterhouse Canada Inc. | 12.13K | +229.1% | $848,726 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 11.05K | -0.9% | $756,108 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Mariner, LLC | 10.16K | +16.6% | $694,954 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | Mml Investors Services, Llc | 9.64K | -21.1% | $659,823 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Bank Of America Corp /De/ | 9.21K | +19.0% | $630,446 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Cibc World Market Inc. | 7.91K | -8.5% | $541,555 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 7.40K | +36.4% | $506,382 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 39 | Wealth Enhancement Advisory… | 6.91K | +10.3% | $478,516 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 7.04K | -30.2% | $462,964 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 41 | D. E. Shaw & Co. ✦ | 6.36K | -5.9% | $435,078 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 42 | Truist Financial Corp | 6.31K | +15.8% | $431,588 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | Fifth Third Bancorp | 4.69K | +4540.6% | $320,731 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Baird Financial Group, Inc. | 4.63K | +10.3% | $316,968 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Financial Engines Advisors L.L.C. | 3.53K | -10.0% | $241,353 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Bnp Paribas Financial Markets | 3.18K | +185.6% | $217,676 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Cwm, Llc | 3.02K | 0.0% | $206,583 | 0.0% | Held | 2 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 2.29K | +2690.2% | $156,568 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 1.55K | +5.1% | $106,067 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 50 | Us Bancorp \De\ | 1.46K | 0.0% | $100,182 | 0.0% | Held | 2 | SEC ↗ |
| 51 | BlackRock ✦ (passive) | 1.22K | New | $83,553 | 0.0% | New | 1 | SEC ↗ |
| 52 | Simplex Trading, Llc | 999 | New | $68,361 | 0.0% | New | 1 | SEC ↗ |
| 53 | Wells Fargo & Company/Mn | 946 | -66.8% | $64,768 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 54 | Russell Investments Group, Ltd. | 609 | -13.7% | $41,674 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Optiver Holding B.V. | 603 | New | $41,269 | 0.0% | New | 1 | SEC ↗ |
| 56 | Assetmark, Inc | 75 | 0.0% | $5,132 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $3.32M | 0.0% |
| Citadel Advisors | $1.14M | 0.0% |
| Hrt Financial Lp | $913,000 | 0.0% |
| BlackRock | $83,553 | 0.0% |
| Simplex Trading, Llc | $68,361 | 0.0% |
| Optiver Holding B.V. | $41,269 | 0.0% |
Exited
| Mirae Asset Global… | $2.29M | was 0.0% |
| Barclays Plc | $242,585 | was 0.0% |
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: Q1 2026 ·
Methodology ·
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