13F Insight
DOSSIER · 13F Holders · Q1 2026
ROBO

EXCHANGE TRADED CONCEPTS TRU

311 institutions still hold EXCHANGE TRADED CONCEPTS TRU as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 301505707·311 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$378M
visible holders
Holders
311
filers reporting
Concentration
15.36%
UBS Group AG #1
top holder share
AI Holders Summary · Q1 2026

311 institutions reported ROBO in Q1 2026. UBS Group AG leads at 15.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
UBS Group AG
CIK 0001610520
$58M849K0.01%Q1 202602
MORGAN STANLEY
CIK 0000895421
$52M757K0.00%Q1 202603
Annex Advisory Services, LLC
CIK 0001542287
$34M400K0.58%Q2 202604
LPL Financial LLC
CIK 0001403438
$34M391K0.01%Q2 202605
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$33M486K0.02%Q1 202606
ARMSTRONG ADVISORY GROUP, INC
CIK 0001932952
$19M217K1.13%Q2 202607
Gray Foundation
CIK 0002011602
$18M205K3.87%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$17M251K0.01%Q1 202609
MinichMacGregor Wealth Management, LLC
CIK 0001744318
$15M175K2.28%Q2 202610
Biltmore Family Office, LLC
CIK 0001731123
$14M203K1.94%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$14M202K0.00%Q1 202612
Corient Private Wealth LLC
CIK 0001948780
$12M181K0.02%Q1 202613
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$9M132K0.00%Q1 202614
Carmel Capital Management L.L.C.
CIK 0001878547
$9M100K1.89%Q2 202615
NTV ASSET MANAGEMENT LLC
CIK 0001284208
$8M94K0.79%Q2 202616
AMERIPRISE FINANCIAL INC
CIK 0000820027
$8M114K0.00%Q1 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M81K0.01%Q2 202618
Crestwood Advisors Group, LLC
CIK 0001426853
$7M80K0.10%Q2 202619
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$6M74K0.08%Q2 202620
NATIONAL BANK OF CANADA /FI/
CIK 0000926171
$5M76K0.00%Q1 2026
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