ROBT Institutional Ownership & Shareholders
FIRST TRUST NASDAQ ARTIFICIA (ROBT) is currently held by 179 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $342.43M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of ROBT tracked by InsiderSet, reporting ownership valued at approximately $50.42M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $49.75M, representing an estimated loss of -1.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed ROBT value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in FIRST TRUST NASDAQ ARTIFICIA (ROBT).
This page ranks the largest institutional ROBT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
179
Total Reported Value
$342.43M
Largest Holder
Lpl Financial Llc
Largest Position
$50.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
Funds Exiting Positions
2
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 896,246 | $50,422,782 | $49,753,663 | -$669,119 | -1.33% | |
| Morgan Stanley | 0.00% | 635,762 | $35,767,984 | $35,293,310 | -$474,674 | -1.33% | |
| Bank Of America Corp | 0.00% | 509,032 | $28,638,163 | $28,258,097 | -$380,066 | -1.33% | |
| Wells Fargo & Company/Mn | 0.00% | 349,492 | $19,662,433 | $19,401,489 | -$260,944 | -1.33% | |
| Envestnet Asset Management Inc | 0.00% | 285,440 | $16,058,877 | $15,845,745 | -$213,132 | -1.33% | |
| Ameriprise Financial Inc | 0.00% | 255,673 | $14,387,792 | $14,193,278 | -$194,514 | -1.35% | |
| Biltmore Family Office, Llc | 1.58% | 200,349 | $11,867,240 | $11,122,054 | -$745,186 | -6.28% | |
| Royal Bank Of Canada | 0.00% | 208,600 | $11,736,000 | $11,580,095 | -$155,905 | -1.33% | |
| Truist Financial Corp | 0.01% | 194,803 | $11,538,699 | $10,814,177 | -$724,522 | -6.28% | |
| Raymond James Financial Inc | 0.00% | 201,585 | $11,341,179 | $11,190,669 | -$150,510 | -1.33% | |
| Osaic Holdings, Inc. | 0.01% | 191,463 | $10,772,711 | $10,628,762 | -$143,949 | -1.34% | |
| Baird Financial Group, Inc. | 0.01% | 158,860 | $8,937,464 | $8,818,859 | -$118,605 | -1.33% | |
| Rockport Wealth Llc | 1.31% | 126,059 | $7,466,829 | $6,997,964 | -$468,865 | -6.28% | |
| Stifel Financial Corp | 0.00% | 91,075 | $5,123,869 | $5,055,883 | -$67,986 | -1.33% | |
| Janney Montgomery Scott Llc | 0.01% | 88,790 | $4,995,000 | $4,929,035 | -$65,965 | -1.32% | |
| Cetera Investment Advisers | 0.00% | 79,338 | $4,463,569 | $4,404,322 | -$59,247 | -1.33% | |
| Ironbridge Private Wealth, Llc | 1.31% | 74,616 | $4,419,715 | $4,142,188 | -$277,527 | -6.28% | |
| Ubs Group Ag | 0.00% | 77,708 | $4,371,852 | $4,313,835 | -$58,017 | -1.33% | |
| Susquehanna International Group, Llp | 0.00% | 70,341 | $3,957,385 | $3,904,868 | -$52,517 | -1.33% | |
| Granite Bay Wealth Management, Llc | 0.42% | 63,541 | $3,575,000 | $3,527,377 | -$47,623 | -1.33% | |
| Able Financial Group, Llc | 0.56% | 60,048 | $3,556,811 | $3,333,469 | -$223,342 | -6.28% | |
| Jaffetilchin Investment Partners, Llc | 0.19% | 63,186 | $3,554,830 | $3,507,670 | -$47,160 | -1.33% | |
| Benjamin Edwards Inc | 0.03% | 60,222 | $3,388,765 | $3,343,128 | -$45,637 | -1.35% | |
| Banco Santander, S.A. | 0.02% | 55,896 | $3,144,709 | $3,102,977 | -$41,732 | -1.33% | |
| Kestra Advisory Services, Llc | 0.01% | 48,342 | $2,863,438 | $2,683,629 | -$179,809 | -6.28% | |
| &Partners | 0.01% | 46,908 | $2,639,046 | $2,604,023 | -$35,023 | -1.33% | |
| Mml Investors Services, Llc | 0.01% | 46,128 | $2,595,153 | $2,560,722 | -$34,431 | -1.33% | |
| Atlas Private Wealth Advisors | 0.50% | 38,672 | $2,290,657 | $2,146,814 | -$143,843 | -6.28% | |
| Capital Investment Advisory Services, Llc | 0.11% | 30,976 | $1,834,767 | $1,719,583 | -$115,184 | -6.28% | |
| Belpointe Asset Management Llc | 0.06% | 31,541 | $1,774,499 | $1,750,948 | -$23,551 | -1.33% | |
| Gateway Wealth Partners, Llc | 0.10% | 28,529 | $1,605,063 | $1,583,742 | -$21,321 | -1.33% | |
| Hancock Prospecting Pty Ltd | 0.03% | 27,460 | $1,544,900 | $1,524,398 | -$20,502 | -1.33% | |
| Sargent Investment Group, Llc | 0.17% | 25,495 | $1,434,349 | $1,415,314 | -$19,035 | -1.33% | |
| Commonwealth Equity Services, Llc | 0.00% | 23,757 | $1,407,209 | $1,318,832 | -$88,377 | -6.28% | |
| Newedge Advisors, Llc | 0.00% | 24,575 | $1,382,627 | $1,364,242 | -$18,385 | -1.33% | |
| Arkadios Wealth Advisors | 0.02% | 24,208 | $1,361,923 | $1,343,868 | -$18,055 | -1.33% | |
| Rfg Advisory, Llc | 0.02% | 20,755 | $1,229,390 | $1,152,181 | -$77,209 | -6.28% | |
| Concurrent Investment Advisors, Llc | 0.01% | 20,315 | $1,203,301 | $1,127,755 | -$75,546 | -6.28% | |
| Integrated Wealth Concepts Llc | 0.01% | 20,654 | $1,161,983 | $1,146,574 | -$15,409 | -1.33% | |
| Harbour Investments, Inc. | 0.01% | 18,860 | $1,061,084 | $1,046,983 | -$14,101 | -1.33% | |
| D.A. Davidson & Co. | 0.01% | 17,498 | $1,036,455 | $971,373 | -$65,082 | -6.28% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 18,243 | $1,026,407 | $1,012,731 | -$13,676 | -1.33% | |
| Wealthcare Investment Partners, Llc | 0.21% | 14,935 | $884,620 | $829,093 | -$55,527 | -6.28% | |
| Kfg Wealth Management, Llc | 0.09% | 14,157 | $838,533 | $785,903 | -$52,630 | -6.28% | |
| International Assets Investment Management, Llc | 0.05% | 13,968 | $833,470 | $775,411 | -$58,059 | -6.97% | |
| Certuity, Llc | 0.04% | 13,914 | $824,139 | $772,413 | -$51,726 | -6.28% | |
| Private Advisor Group, Llc | 0.00% | 14,255 | $801,982 | $791,344 | -$10,638 | -1.33% | |
| Apollon Financial, Llc | 0.09% | 13,417 | $794,719 | $744,823 | -$49,896 | -6.28% | |
| Cottage Street Advisors Llc | 0.30% | 13,077 | $774,571 | $725,949 | -$48,622 | -6.28% | |
| Kovack Advisors, Inc. | 0.04% | 13,616 | $772,350 | $755,870 | -$16,480 | -2.13% |
Frequently asked questions about ROBT
Who are the largest institutional holders of ROBT?
The largest institutional holders of ROBT reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Bank Of America Corp, Wells Fargo & Company/Mn, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported ROBT position.
What is ROBT institutional ownership?
This page tracks ROBT positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST NASDAQ ARTIFICIA (ROBT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ROBT?
InsiderSet currently tracks 179 institutional managers reporting ROBT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ROBT shareholders.
How much ROBT stock do institutions own?
Institutional investment managers disclosed approximately $342.43M in ROBT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ROBT institutional ownership last updated?
The latest ROBT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ROBT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ROBT position after the reporting date.
Are institutions buying or selling ROBT?
Institutional buying and selling can be analyzed by comparing ROBT positions across consecutive 13F reporting periods. InsiderSet's ROBT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ROBT ownership changes.
How has ROBT institutional ownership changed over time?
InsiderSet tracks ROBT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.