Security record · archived quarter
ROBT
name pending profile ingest
32Tracked holders
-1Δ holders
4.59MShares held
$237.92MReported value
+0New positions
−1Exits
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
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +2 | 4.38M | $246.58M | +4 | −2 |
| Q1 2026 | 32 | 0 | 4.68M | $215.88M | +4 | −4 |
| Q4 2025 | 32 | -1 | 4.59M | $237.92M | — | −1 |
| Q3 2025 | 4 | +1 | 558.59K | $29.54M | +1 | — |
| Q2 2025 | 2 | 0 | 5.59K | $269,810 | — | — |
| Q1 2025 | 1 | 0 | 5.48K | $223,034 | — | — |
| Q4 2024 | 1 | -1 | 5.48K | $246,999 | — | −1 |
| Q3 2024 | 2 | 0 | 69.86K | $3.06M | — | — |
| Q2 2024 | 2 | — | 68.43K | $2.90M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 956.67K | — | $49.62M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 700.70K | +30.2% | $36.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 700.70K | +30.2% | $36.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 431.15K | — | $22.36M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 431.15K | — | $22.36M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 431.15K | — | $22.36M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 378.46K | — | $19.63M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 378.46K | — | $19.63M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 246.39K | — | $12.78M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 238.93K | — | $12.39M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 217.29K | — | $11.27M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 208.02K | — | $10.79M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 208.02K | — | $10.79M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 208.02K | — | $10.79M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 198.19K | — | $10.28M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 174.14K | — | $9.03M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 174.14K | — | $9.03M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 174.14K | — | $9.03M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 174.14K | — | $9.03M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 173.43K | — | $9.00M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Truist Financial Corp | 173.43K | — | $9.00M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 170.16K | — | $8.83M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Raymond James Financial Inc | 170.16K | — | $8.83M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 101.13K | — | $5.25M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Stifel Financial Corp | 101.13K | — | $5.25M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 78.02K | +430.8% | $4.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Cetera Investment Advisers | 75.88K | — | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | UBS Group AG | 73.02K | — | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | UBS Group AG | 73.02K | — | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 50.33K | — | $2.61M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mariner, LLC | 38.76K | — | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Mariner, LLC | 38.76K | — | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 34.18K | — | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 9.63K | — | $499,550 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cwm, Llc | 8.80K | — | $456,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Hrt Financial Lp | 4.98K | — | $258,000 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Jane Street Group, Llc | 4.83K | — | $250,360 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 4.24K | — | $233,245 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 4.25K | — | $220,339 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 1.39K | — | $71,991 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 1.39K | — | $71,991 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 1.39K | — | $71,991 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 1.22K | +2.7% | $63,304 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Citigroup Inc | 1.04K | — | $54,200 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 980 | — | $50,829 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 980 | — | $50,829 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Simplex Trading, Llc | 250 | — | $12,966 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Us Bancorp \De\ | 240 | — | $12,448 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | TD Waterhouse Canada Inc. | 200 | — | $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.
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 ·
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