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

EXCHANGE TRADED CONCEPTS TRU

273 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 301505707·273 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.4%
vs prior quarter
13F value held
$356M
63.0% inst. owned
of float
Holders
273
+86 QoQ
filers reporting
Activity
+51 / −48
+908 added · −838 reduced
this quarter
Concentration
16.33%
UBS Group AG #1
top holder share
AI Holders Summary · Q1 2026

273 institutions reported ROBO in Q1 2026. UBS Group AG leads at 16.3% of the visible book. +86 net new institutions vs prior quarter — accumulation reading.

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
$51M741K0.95%Q1 202604
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$33M486K0.02%Q1 202605
LPL Financial LLC
CIK 0001403438
$23M335K0.01%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$17M251K0.01%Q1 202607
Gray Foundation
CIK 0002011602
$14M205K3.54%Q1 202608
Biltmore Family Office, LLC
CIK 0001731123
$14M203K1.94%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$14M202K0.00%Q1 202610
MinichMacGregor Wealth Management, LLC
CIK 0001744318
$13M183K2.21%Q1 202611
Corient Private Wealth LLC
CIK 0001948780
$12M181K0.02%Q1 202612
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$9M132K0.00%Q1 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$8M114K0.00%Q1 202614
Carmel Capital Management L.L.C.
CIK 0001878547
$7M99K1.94%Q1 202615
NTV ASSET MANAGEMENT LLC
CIK 0001284208
$6M87K0.65%Q1 202616
Crestwood Advisors Group, LLC
CIK 0001426853
$5M80K0.09%Q1 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M80K0.01%Q1 202618
NATIONAL BANK OF CANADA /FI/
CIK 0000926171
$5M76K0.00%Q1 202619
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$5M72K0.07%Q1 202620
Black Swift Group, LLC
CIK 0001704212
$4M65K0.77%Q1 2026
Page 1 of 14
253 more holders available. Log in →