13F Insight
DOSSIER · 13F Holders · Q2 2026
ROBO

EXCHANGE TRADED CONCEPTS TRU

324 institutions still hold EXCHANGE TRADED CONCEPTS TRU as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 301505707·324 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$437M
visible holders
Holders
324
filers reporting
Concentration
17.53%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

324 institutions reported ROBO in Q2 2026. MORGAN STANLEY leads at 17.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$77M895K0.00%Q2 202602
UBS Group AG
CIK 0001610520
$75M878K0.01%Q2 202603
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$41M480K0.02%Q2 202604
Annex Advisory Services, LLC
CIK 0001542287
$35M429K0.57%Q3 202605
LPL Financial LLC
CIK 0001403438
$34M391K0.01%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$23M265K0.01%Q2 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$22M262K0.00%Q2 202608
ROYAL BANK OF CANADA
CIK 0001000275
$19M223K0.00%Q2 202609
Gray Foundation
CIK 0002011602
$18M205K3.87%Q2 202610
Biltmore Family Office, LLC
CIK 0001731123
$17M202K2.28%Q2 202611
Corient Private Wealth LLC
CIK 0001948780
$15M180K0.02%Q2 202612
Carmel Capital Management L.L.C.
CIK 0001878547
$9M100K1.89%Q2 202613
NTV ASSET MANAGEMENT LLC
CIK 0001284208
$8M94K0.79%Q2 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M81K0.01%Q2 202615
Crestwood Advisors Group, LLC
CIK 0001426853
$7M80K0.10%Q2 202616
NATIONAL BANK OF CANADA /FI/
CIK 0000926171
$7M77K0.00%Q2 202617
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$6M74K0.08%Q2 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M73K0.01%Q2 202619
Black Swift Group, LLC
CIK 0001704212
$6M71K0.88%Q2 202620
STIFEL FINANCIAL CORP
CIK 0000720672
$6M68K0.00%Q2 2026
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