FIRST TRUST NASDAQ ARTIFICIA (ROBT) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $343.70M 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 $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 $52.37M, representing an estimated gain of +3.86% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% 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
$343.70M
Largest Holder
Lpl Financial Llc
Largest Position
$50.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
91
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 | $52,370,074 | +$1,947,292 | +3.86% | |
| Morgan Stanley | 0.00% | 635,762 | $35,767,984 | $37,149,290 | +$1,381,306 | +3.86% | |
| Bank Of America Corp | 0.00% | 509,032 | $28,638,163 | $29,744,114 | +$1,105,951 | +3.86% | |
| Wells Fargo & Company/Mn | 0.00% | 349,492 | $19,662,433 | $20,421,761 | +$759,328 | +3.86% | |
| Envestnet Asset Management Inc | 0.00% | 285,440 | $16,058,877 | $16,679,030 | +$620,153 | +3.86% | |
| Ameriprise Financial Inc | 0.00% | 255,673 | $14,387,792 | $14,939,664 | +$551,872 | +3.84% | |
| Royal Bank Of Canada | 0.00% | 208,600 | $11,736,000 | $12,189,061 | +$453,061 | +3.86% | |
| Raymond James Financial Inc | 0.00% | 201,585 | $11,341,179 | $11,779,156 | +$437,977 | +3.86% | |
| Biltmore Family Office, Llc | 1.49% | 200,992 | $11,307,817 | $11,744,505 | +$436,688 | +3.86% | |
| Truist Financial Corp | 0.01% | 199,181 | $11,205,901 | $11,638,684 | +$432,783 | +3.86% | |
| Osaic Holdings, Inc. | 0.01% | 191,463 | $10,772,711 | $11,187,700 | +$414,989 | +3.85% | |
| Baird Financial Group, Inc. | 0.01% | 158,860 | $8,937,464 | $9,282,619 | +$345,155 | +3.86% | |
| Rockport Wealth Llc | 1.49% | 157,442 | $8,857,688 | $9,199,761 | +$342,073 | +3.86% | |
| Stifel Financial Corp | 0.00% | 91,075 | $5,123,869 | $5,321,758 | +$197,889 | +3.86% | |
| Janney Montgomery Scott Llc | 0.01% | 88,790 | $4,995,000 | $5,188,239 | +$193,239 | +3.87% | |
| Cetera Investment Advisers | 0.00% | 79,338 | $4,463,569 | $4,635,934 | +$172,365 | +3.86% | |
| Ubs Group Ag | 0.00% | 77,708 | $4,371,852 | $4,540,688 | +$168,836 | +3.86% | |
| Susquehanna International Group, Llp | 0.00% | 70,341 | $3,957,385 | $4,110,215 | +$152,830 | +3.86% | |
| Granite Bay Wealth Management, Llc | 0.42% | 63,541 | $3,575,000 | $3,712,872 | +$137,872 | +3.86% | |
| Ironbridge Private Wealth, Llc | 1.17% | 63,208 | $3,556,083 | $3,693,414 | +$137,331 | +3.86% | |
| Benjamin Edwards Inc | 0.03% | 60,222 | $3,388,765 | $3,518,934 | +$130,169 | +3.84% | |
| Banco Santander, S.A. | 0.02% | 55,896 | $3,144,709 | $3,266,154 | +$121,445 | +3.86% | |
| Able Financial Group, Llc | 0.52% | 55,097 | $3,099,757 | $3,219,466 | +$119,709 | +3.86% | |
| Jaffetilchin Investment Partners, Llc | 0.17% | 62,029 | $2,863,271 | $3,624,522 | +$761,251 | +26.59% | |
| Kestra Advisory Services, Llc | 0.01% | 47,731 | $2,685,357 | $2,789,051 | +$103,694 | +3.86% | |
| &Partners | 0.01% | 46,908 | $2,639,046 | $2,740,961 | +$101,915 | +3.86% | |
| Mml Investors Services, Llc | 0.01% | 46,128 | $2,595,153 | $2,695,384 | +$100,231 | +3.86% | |
| D.A. Davidson & Co. | 0.01% | 45,787 | $2,575,977 | $2,675,458 | +$99,481 | +3.86% | |
| Atlas Private Wealth Advisors | 0.54% | 49,362 | $2,278,558 | $2,884,355 | +$605,797 | +26.59% | |
| Avestar Capital, Llc | 0.12% | 37,400 | $2,104,124 | $2,185,383 | +$81,259 | +3.86% | |
| Belpointe Asset Management Llc | 0.06% | 31,541 | $1,774,499 | $1,843,026 | +$68,527 | +3.86% | |
| Capital Investment Advisory Services, Llc | 0.11% | 31,519 | $1,773,241 | $1,841,740 | +$68,499 | +3.86% | |
| Gateway Wealth Partners, Llc | 0.10% | 28,529 | $1,605,063 | $1,667,026 | +$61,963 | +3.86% | |
| Hancock Prospecting Pty Ltd | 0.03% | 27,460 | $1,544,900 | $1,604,562 | +$59,662 | +3.86% | |
| Commonwealth Equity Services, Llc | 0.00% | 26,600 | $1,496,531 | $1,554,310 | +$57,779 | +3.86% | |
| Sargent Investment Group, Llc | 0.17% | 25,495 | $1,434,349 | $1,489,742 | +$55,393 | +3.86% | |
| Newedge Advisors, Llc | 0.00% | 24,575 | $1,382,627 | $1,435,984 | +$53,357 | +3.86% | |
| Arkadios Wealth Advisors | 0.02% | 24,208 | $1,361,923 | $1,414,539 | +$52,616 | +3.86% | |
| Concurrent Investment Advisors, Llc | 0.01% | 22,862 | $1,286,202 | $1,335,888 | +$49,686 | +3.86% | |
| Integrated Wealth Concepts Llc | 0.01% | 20,654 | $1,161,983 | $1,206,869 | +$44,886 | +3.86% | |
| Rfg Advisory, Llc | 0.02% | 19,227 | $1,081,724 | $1,123,486 | +$41,762 | +3.86% | |
| Harbour Investments, Inc. | 0.01% | 18,860 | $1,061,084 | $1,102,041 | +$40,957 | +3.86% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 18,243 | $1,026,407 | $1,065,988 | +$39,581 | +3.86% | |
| Cpr Investments Inc. | 0.68% | 15,693 | $882,862 | $916,984 | +$34,122 | +3.86% | |
| Private Advisor Group, Llc | 0.00% | 14,255 | $801,982 | $832,958 | +$30,976 | +3.86% | |
| International Assets Investment Management, Llc | 0.05% | 13,768 | $780,971 | $804,501 | +$23,530 | +3.01% | |
| Kovack Advisors, Inc. | 0.04% | 13,616 | $772,350 | $795,620 | +$23,270 | +3.01% | |
| Wealthcare Investment Partners, Llc | 0.18% | 13,502 | $759,633 | $788,958 | +$29,325 | +3.86% | |
| Kfg Wealth Management, Llc | 0.08% | 13,370 | $752,174 | $781,245 | +$29,071 | +3.86% | |
| Twin Peaks Wealth Advisors, Llc | 0.17% | 13,269 | $746,534 | $775,343 | +$28,809 | +3.86% |
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.