Security record · archived quarter
ROBT
name pending profile ingest
32Tracked holders
0Δ holders
4.68MShares held
$215.88MReported value
+4New positions
−4Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.0% · net new positions 0.0% · formula
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 |
|---|---|---|---|---|---|---|
| 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 |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 873.59K | -8.7% | $40.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 729.48K | +4.1% | $33.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 492.87K | +14.3% | $22.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 434.16K | +14.7% | $20.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Envestnet Asset Management Inc | 231.02K | +16.6% | $10.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 226.02K | -5.4% | $10.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 225.52K | +8.4% | $10.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Raymond James Financial Inc | 194.21K | +14.1% | $8.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Truist Financial Corp | 192.91K | +11.2% | $8.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 175.10K | +0.6% | $8.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Baird Financial Group, Inc. | 162.19K | -34.2% | $7.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 157.74K | -27.4% | $7.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 89.36K | -11.6% | $4.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Susquehanna International Group, Llp | 88.55K | New | $4.09M | 0.0% | New | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 74.51K | -1.8% | $3.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | UBS Group AG | 66.86K | -8.4% | $3.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Jane Street Group, Llc | 61.14K | +1166.7% | $2.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 58.85K | -24.6% | $2.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 43.45K | -13.7% | $2.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 32.28K | -5.6% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Mariner, LLC | 18.36K | -52.6% | $847,408 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Mercer Global Advisors Inc /Adv | 13.72K | New | $633,226 | 0.0% | New | 1 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 11.62K | New | $536,289 | 0.0% | New | 1 | SEC ↗ |
| 24 | Cwm, Llc | 9.30K | +5.7% | $429,165 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 7.63K | -20.8% | $352,269 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Us Bancorp \De\ | 1.41K | +487.5% | $65,086 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 1.39K | 0.0% | $64,070 | 0.0% | Held | 2 | SEC ↗ ×3 |
| 28 | Bank Of Montreal /Can/ | 1.06K | +8.1% | $48,884 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Citigroup Inc | 1.04K | 0.0% | $48,237 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 1.03K | -15.6% | $47,567 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Fifth Third Bancorp | 514 | New | $23,726 | 0.0% | New | 1 | SEC ↗ |
| 32 | Simplex Trading, Llc | 48 | -80.8% | $2,215 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $4.09M | 0.0% |
| Mercer Global Advisors Inc… | $633,226 | 0.0% |
| Goldman Sachs Group | $536,289 | 0.0% |
| Fifth Third Bancorp | $23,726 | 0.0% |
Exited
| Hrt Financial Lp | $258,000 | was 0.0% |
| Wealth Enhancement Advisory… | $233,245 | was 0.0% |
| HighTower Advisors, LLC | $220,339 | was 0.0% |
| TD Waterhouse Canada Inc. | $10,364 | 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: Q1 2026 ·
Methodology ·
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