Institutional Ownership Robo Global Robotics And Autom (ROBO)
This table provides information about the institutional ownership of Robo Global Robotics And Autom (ROBO). We have compiled data on the 254 institutions that hold shares in the stock, with a total of 5.9 Million shares, which have been reported (via 13F filing form) to have a value of $394 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
4,540
shares
|
$302,863
0.06% of portfolio
|
Q1 2025
Reduced 10.37%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,501
shares
|
$300,261
0.0% of portfolio
|
Q3 2025
Added 16.06%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
4,350
shares
|
$290,188
0.02% of portfolio
|
Q2 2023
Added 2.35%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,333
shares
|
$289,054
0.0% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
4,237
shares
|
$282,650
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Matauro, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
4,110
shares
|
$274,178
0.04% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 16, 2026 Q4 2025 |
3,918
shares
|
$261,369
0.17% of portfolio
|
Q4 2025
Added 5.18%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
3,873
shares
|
$258,367
0.09% of portfolio
|
Q3 2025
Reduced 14.05%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
3,818
shares
|
$254,698
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,764
shares
|
$251,096
0.0% of portfolio
|
Q3 2025
Added 43.23%
|
|
|
Vigilare Wealth Management
|
Jan 07, 2026 Q4 2025 |
3,668
shares
|
$244,692
0.1% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
3,575
shares
|
$238,488
0.15% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
3,500
shares
|
$233,484
0.0% of portfolio
|
Q2 2025
Reduced 24.11%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
3,491
shares
|
$232,884
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
3,443
shares
|
$229,682
0.01% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
3,438
shares
|
$229,348
0.05% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,322
shares
|
$221,610
0.0% of portfolio
|
Q3 2025
Reduced 7.05%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
3,271
shares
|
$218,208
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,250
shares
|
$216,807
0.0% of portfolio
|
Q3 2025
Reduced 9.95%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
3,100
shares
|
$206,800
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
3,077
shares
|
$205,266
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
3,075
shares
|
$205,133
0.21% of portfolio
|
Q3 2025
Reduced 16.44%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
3,063
shares
|
$204,332
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
3,024
shares
|
$201,731
0.0% of portfolio
|
Q4 2025
Added 1.2%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,944
shares
|
$196,394
0.0% of portfolio
|
Q3 2025
Reduced 0.03%
|
|