Security record · archived quarter
ROBT
name pending profile ingest
33Tracked holders
+2Δ holders
4.38MShares held
$246.58MReported value
+4New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +6.5% ·
share flow -6.1% ·
net new positions +6.1%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 896.25K | +2.6% | $50.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 635.76K | -12.8% | $35.77M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 635.76K | -12.8% | $35.77M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 635.76K | -12.8% | $35.77M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 509.03K | +3.3% | $28.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 509.03K | +3.3% | $28.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 349.49K | -19.5% | $19.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 349.49K | -19.5% | $19.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 285.44K | +23.6% | $16.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 255.67K | +13.1% | $14.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 208.60K | -7.5% | $11.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 208.60K | -7.5% | $11.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 208.60K | -7.5% | $11.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 201.59K | +3.8% | $11.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 201.59K | +3.8% | $11.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Truist Financial Corp | 199.18K | +3.2% | $11.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 199.18K | +3.2% | $11.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 191.46K | +9.3% | $10.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 191.46K | +9.3% | $10.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 191.46K | +9.3% | $10.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 191.46K | +9.3% | $10.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 158.86K | -2.0% | $8.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 91.08K | +1.9% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Cetera Investment Advisers | 79.34K | +6.5% | $4.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | UBS Group AG | 77.71K | +16.2% | $4.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | UBS Group AG | 77.71K | +16.2% | $4.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 70.34K | -20.6% | $3.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 46.13K | +6.2% | $2.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 38.48K | -75.6% | $2.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 26.60K | -17.6% | $1.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Jane Street Group, Llc | 11.66K | -80.9% | $655,823 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Creative Planning | 9.94K | New | $558,973 | 0.0% | New | 1 | SEC ↗ |
| 33 | Creative Planning | 9.94K | New | $558,973 | 0.0% | New | 1 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 7.69K | -44.0% | $432,527 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 7.13K | -6.6% | $400,954 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Mariner, LLC | 7.06K | -61.5% | $397,392 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 6.20K | -46.7% | $348,531 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 4.14K | New | $232,444 | 0.0% | New | 1 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 3.83K | New | $215,323 | 0.0% | New | 1 | SEC ↗ |
| 40 | Us Bancorp \De\ | 1.28K | -8.9% | $72,237 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Us Bancorp \De\ | 1.28K | -8.9% | $72,237 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 1.06K | +3.2% | $59,797 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 1.00K | -27.9% | $56,260 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Fifth Third Bancorp | 495 | -3.7% | $27,849 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 200 | -81.1% | $11,252 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Jones Financial Companies Lllp | 89 | New | $4,821 | 0.0% | New | 1 | SEC ↗ |
| 47 | Simplex Trading, Llc | 19 | -60.4% | $1,068 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Creative Planning | $558,973 | 0.0% |
| Creative Planning | $558,973 | 0.0% |
| Wealth Enhancement Advisory… | $232,444 | 0.0% |
| HighTower Advisors, LLC | $215,323 | 0.0% |
| Jones Financial Companies Lllp | $4,821 | 0.0% |
Exited
| Citadel Advisors | $2.72M | was 0.0% |
| Citigroup Inc | $48,237 | 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: Q2 2026 ·
Methodology ·
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