This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ROBO/capital-change-brief"
Use Arkolith's capital_change_brief for ROBO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | $58.1M | 849K | ▲+27% Added · +182K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $51.8M | 757K | ▲+35% Added · +195K sh | Q1 2026 | |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $33.2M | 486K | ▲+470% Added · +400K sh | Q1 2026 | |
| 4 | Annex Advisory Services, LLC | $34.3M | 400K | ▼−46% Reduced · −341K sh | Q2 2026 | |
| 5 | LPL Financial LLC | $22.9M | 335K | ▼−0.6% Reduced · −2K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $17.2M | 251K | ▲+15% Added · +33K sh | Q1 2026 | |
| 7 | ARMSTRONG ADVISORY GROUP, INC | $18.6M | 217K | ▲32× Added · +210K sh | Q2 2026 | |
| 8 | ROYAL BANK OF CANADA | $13.8M | 202K | ▲+2.7% Added · +5K sh | Q1 2026 | |
| 9 | Corient Private Wealth LLC | $12.4M | 181K | ▼−1.9% Reduced · −3K sh | Q1 2026 | |
| 10 | MinichMacGregor Wealth Management, LLC | $15.0M | 175K | ▼−4.1% Reduced · −8K sh | Q2 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $7.8M | 114K | ▼−21% Reduced · −31K sh | Q1 2026 | |
| 12 | Crestwood Advisors Group, LLC | $5.5M | 80K | ▲+36% Added · +21K sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $5.5M | 80K | ▼−12% Reduced · −11K sh | Q1 2026 | |
| 14 | NATIONAL BANK OF CANADA /FI/ | $5.2M | 76K | ▲+0.5% Added · +341 sh | Q1 2026 | |
| 15 | PRINCIPAL SECURITIES, INC. | $5.0M | 72K | ▲+8.8% Added · +6K sh | Q1 2026 | |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.4M | 64K | ▲+124% Added · +36K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $4.3M | 63K | ▲+14% Added · +8K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $4.1M | 60K | ▲+6.8% Added · +4K sh | Q1 2026 | |
| 19 | Stratos Wealth Partners, LTD. | $4.0M | 58K | ▲+0.2% Added · +110 sh | Q1 2026 | |
| 20 | STIFEL FINANCIAL CORP | $3.9M | 57K | ▲+54% Added · +20K sh | Q1 2026 | |
| 21 | MERCER GLOBAL ADVISORS INC /ADV | $3.7M | 55K | ▼−17% Reduced · −11K sh | Q1 2026 | |
| 22 | Quadcap Wealth Management, LLC | $3.7M | 54K | ▲New +54K sh | Q1 2026 | |
| 23 | JANE STREET GROUP, LLC | $3.3M | 49K | ▲New +49K sh | Q1 2026 | |
| 24 | BIP Wealth, LLC | $3.3M | 48K | ▲+6.3% Added · +3K sh | Q1 2026 | |
| 25 | PINNACLE ASSOCIATES LTD | $3.1M | 46K | ▲+3.6% Added · +2K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 71 funds | $22.9B |
| MICROSOFT CORPMSFT | 71 funds | $20.2B |
| AMAZON.COM INCAMZN | 71 funds | $15.9B |
| BROADCOM INCAVGO | 71 funds | $8.8B |
| META PLATFORMS INC-CLASS AMETA | 71 funds | $8.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 71 funds | $6.8B |
| TESLA INCTSLA | 71 funds | $4.4B |
| NETFLIX INCNFLX | 71 funds | $2.7B |
| LOCKHEED MARTIN CORPLMT | 71 funds | $1.5B |
| APPLE INCAAPL | 70 funds | $24.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 70 funds | $17.4B |
| ALPHABET INC-CL AGOOGL | 70 funds | $13.4B |
Ranked by how many of ROBO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ROBO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.