ROBT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.0% ·
share flow +5.1% ·
net new positions -3.1%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 6.65K | $393,715 | n/a | n/a |
| Q2 2026 | 32 | +1 | 4.38M | $246.36M | +3 | −2 |
| Q1 2026 | 32 | 0 | 4.68M | $215.88M | +4 | −4 |
| Q4 2025 | 32 | -1 | 4.59M | $237.92M | n/a | −1 |
| Q3 2025 | 4 | +1 | 558.59K | $29.54M | +1 | n/a |
| Q2 2025 | 2 | 0 | 5.59K | $269,810 | n/a | n/a |
| Q1 2025 | 1 | 0 | 5.48K | $223,034 | n/a | n/a |
| Q4 2024 | 1 | -1 | 5.48K | $246,999 | n/a | −1 |
| Q3 2024 | 2 | 0 | 69.86K | $3.06M | n/a | n/a |
| Q2 2024 | 2 | n/a | 68.43K | $2.90M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 956.67K | n/a | $49.62M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 700.70K | +30.2% | $36.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 431.15K | n/a | $22.36M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 378.46K | n/a | $19.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Baird Financial Group, Inc. | 246.39K | n/a | $12.78M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 238.93K | n/a | $12.39M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 217.29K | n/a | $11.27M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 208.02K | n/a | $10.79M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Envestnet Asset Management Inc | 198.19K | n/a | $10.28M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 174.14K | n/a | $9.03M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 11 | Truist Financial Corp | 173.43K | n/a | $9.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Raymond James Financial Inc | 170.16K | n/a | $8.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Stifel Financial Corp | 101.13K | n/a | $5.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Citadel Advisors ✦ | 78.02K | +430.8% | $4.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 75.88K | n/a | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 73.02K | n/a | $3.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Mml Investors Services, Llc | 50.33K | n/a | $2.61M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mariner, LLC | 38.76K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Commonwealth Equity Services, Llc | 34.18K | n/a | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 9.63K | n/a | $499,550 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 8.80K | n/a | $456,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Hrt Financial Lp | 4.98K | n/a | $258,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Jane Street Group, Llc | 4.83K | n/a | $250,360 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 4.24K | n/a | $233,245 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 4.25K | n/a | $220,339 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 1.39K | n/a | $71,991 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | Fidelity (FMR) ✦ | 1.22K | +2.7% | $63,304 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Citigroup Inc | 1.04K | n/a | $54,200 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 980 | n/a | $50,829 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Simplex Trading, Llc | 250 | n/a | $12,966 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Us Bancorp \De\ | 240 | n/a | $12,448 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | TD Waterhouse Canada Inc. | 200 | n/a | $10,364 | 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
| D. E. Shaw & Co. | $230,653 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 170 holders, 6.61M shares, $291.70M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.