FIRST TRUST NASDAQ ARTIFICIA (ROBT) Top Institutional Shareholders
FIRST TRUST NASDAQ ARTIFICIA (ROBT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $291.39M in ROBT holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of ROBT tracked by InsiderSet, reporting ownership valued at approximately $40.33M in its March 31, 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 $47.78M, representing an estimated gain of +18.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% 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
168
Total Reported Value
$291.39M
Largest Holder
Lpl Financial Llc
Largest Position
$40.33M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
194
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 873,589 | $40,325,029 | $47,775,097 | +$7,450,068 | +18.48% | |
| Morgan Stanley | 0.00% | 729,483 | $33,673,099 | $39,894,185 | +$6,221,086 | +18.47% | |
| Bank Of America Corp | 0.00% | 492,874 | $22,751,054 | $26,954,441 | +$4,203,387 | +18.48% | |
| Wells Fargo & Company/Mn | 0.00% | 434,161 | $20,040,942 | $23,743,527 | +$3,702,585 | +18.48% | |
| Envestnet Asset Management Inc | 0.00% | 231,024 | $10,664,102 | $12,634,310 | +$1,970,208 | +18.48% | |
| Ameriprise Financial Inc | 0.00% | 226,020 | $10,429,640 | $12,360,650 | +$1,931,010 | +18.51% | |
| Royal Bank Of Canada | 0.00% | 225,517 | $10,410,000 | $12,333,141 | +$1,923,141 | +18.47% | |
| Biltmore Family Office, Llc | 1.34% | 207,529 | $9,579,586 | $11,349,408 | +$1,769,822 | +18.47% | |
| Raymond James Financial Inc | 0.00% | 194,207 | $8,964,614 | $10,620,851 | +$1,656,237 | +18.48% | |
| Truist Financial Corp | 0.01% | 192,913 | $8,904,913 | $10,550,084 | +$1,645,171 | +18.47% | |
| Osaic Holdings, Inc. | 0.01% | 175,098 | $8,083,112 | $9,575,812 | +$1,492,700 | +18.47% | |
| Rockport Wealth Llc | 1.42% | 168,286 | $7,777,254 | $9,203,275 | +$1,426,021 | +18.34% | |
| Baird Financial Group, Inc. | 0.01% | 162,192 | $7,486,815 | $8,870,005 | +$1,383,190 | +18.48% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 157,738 | $7,281,208 | $8,626,423 | +$1,345,215 | +18.48% | |
| Gateway Wealth Partners, Llc | 0.16% | 89,946 | $4,151,938 | $4,918,994 | +$767,056 | +18.47% | |
| Stifel Financial Corp | 0.00% | 89,361 | $4,124,927 | $4,887,001 | +$762,074 | +18.47% | |
| Susquehanna International Group, Llp | 0.01% | 88,547 | $4,087,347 | $4,842,485 | +$755,138 | +18.48% | |
| Integrated Wealth Concepts Llc | 0.03% | 80,649 | $3,722,780 | $4,410,557 | +$687,777 | +18.47% | |
| Cetera Investment Advisers | 0.00% | 74,512 | $3,439,477 | $4,074,935 | +$635,458 | +18.48% | |
| Ubs Group Ag | 0.00% | 66,856 | $3,086,073 | $3,656,241 | +$570,168 | +18.48% | |
| Kestra Advisory Services, Llc | 0.01% | 62,763 | $2,897,165 | $3,432,402 | +$535,237 | +18.47% | |
| Jaffetilchin Investment Partners, Llc | 0.17% | 62,029 | $2,863,271 | $3,392,261 | +$528,990 | +18.48% | |
| Benjamin Edwards Inc | 0.03% | 61,774 | $2,852,086 | $3,378,315 | +$526,229 | +18.45% | |
| Granite Bay Wealth Management, Llc | 0.60% | 61,530 | $2,840,115 | $3,364,971 | +$524,856 | +18.48% | |
| Jane Street Group, Llc | 0.00% | 61,141 | $2,822,281 | $3,343,697 | +$521,416 | +18.47% | |
| Citadel Advisors Llc | 0.00% | 58,847 | $2,716,389 | $3,218,242 | +$501,853 | +18.48% | |
| Banco Santander, S.A. | 0.02% | 55,896 | $2,580,171 | $3,056,857 | +$476,686 | +18.47% | |
| Atlas Private Wealth Advisors | 0.54% | 49,362 | $2,278,558 | $2,699,524 | +$420,966 | +18.48% | |
| Mml Investors Services, Llc | 0.01% | 43,453 | $2,005,809 | $2,376,371 | +$370,562 | +18.47% | |
| Ironbridge Private Wealth, Llc | 0.57% | 37,963 | $1,752,380 | $2,076,132 | +$323,752 | +18.47% | |
| Avestar Capital, Llc | 0.12% | 37,400 | $1,726,391 | $2,045,342 | +$318,951 | +18.48% | |
| Belpointe Asset Management Llc | 0.06% | 32,882 | $1,517,883 | $1,798,261 | +$280,378 | +18.47% | |
| Commonwealth Equity Services, Llc | 0.00% | 32,277 | $1,489,926 | $1,765,174 | +$275,248 | +18.47% | |
| Capital Investment Advisory Services, Llc | 0.11% | 31,670 | $1,461,877 | $1,731,978 | +$270,101 | +18.48% | |
| Independent Advisor Alliance | 0.01% | 29,158 | $1,345,935 | $1,594,601 | +$248,666 | +18.48% | |
| Hancock Prospecting Pty Ltd | 0.04% | 27,460 | $1,267,559 | $1,501,741 | +$234,182 | +18.48% | |
| Sargent Investment Group, Llc | 0.16% | 26,935 | $1,243,325 | $1,473,029 | +$229,704 | +18.48% | |
| Arkadios Wealth Advisors | 0.02% | 22,082 | $1,019,305 | $1,207,627 | +$188,322 | +18.48% | |
| Concurrent Investment Advisors, Llc | 0.01% | 19,798 | $913,876 | $1,082,719 | +$168,843 | +18.48% | |
| Harbour Investments, Inc. | 0.01% | 18,890 | $871,983 | $1,033,062 | +$161,079 | +18.47% | |
| Mariner, Llc | 0.00% | 18,358 | $847,408 | $1,003,968 | +$156,560 | +18.48% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 18,234 | $841,685 | $997,186 | +$155,501 | +18.48% | |
| Rfg Advisory, Llc | 0.01% | 17,270 | $797,187 | $944,467 | +$147,280 | +18.47% | |
| Kovack Advisors, Inc. | 0.04% | 14,542 | $680,352 | $795,277 | +$114,925 | +16.89% | |
| Wealthcare Investment Partners, Llc | 0.18% | 13,601 | $642,511 | $743,816 | +$101,305 | +15.77% | |
| Mercer Global Advisors Inc | 0.00% | 13,718 | $633,226 | $750,214 | +$116,988 | +18.47% | |
| International Assets Investment Management, Llc | 0.04% | 13,224 | $618,682 | $723,198 | +$104,516 | +16.89% | |
| Twin Peaks Wealth Advisors, Llc | 0.16% | 13,400 | $618,531 | $732,823 | +$114,292 | +18.48% | |
| Vivaldi Capital Management Lp | 0.08% | 13,030 | $601,467 | $712,589 | +$111,122 | +18.48% | |
| Certuity, Llc | 0.04% | 12,964 | $598,421 | $708,979 | +$110,558 | +18.47% |
Frequently asked questions about ROBT
Who owns the most ROBT stock?
The largest holders of ROBT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST NASDAQ ARTIFICIA (ROBT).
Is ROBT widely held by superinvestors?
Many widely followed stocks like ROBT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ROBT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.