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/ROBT/capital-change-brief"
Use Arkolith's capital_change_brief for ROBT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $40.3M | 874K | ▼−8.7% Reduced · −83K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $33.7M | 729K | ▲+4.1% Added · +29K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $22.8M | 493K | ▲+14% Added · +62K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $20.0M | 434K | ▲+15% Added · +56K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $10.7M | 231K | ▲+17% Added · +33K sh | Q1 2026 | |
| 6 | AMERIPRISE FINANCIAL INC | $10.4M | 226K | ▼−5.4% Reduced · −13K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $10.4M | 226K | ▲+8.4% Added · +17K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $9.0M | 194K | ▲+14% Added · +24K sh | Q1 2026 | |
| 9 | TRUIST FINANCIAL CORP | $8.9M | 193K | ▲+11% Added · +19K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $8.1M | 175K | ▲+0.6% Added · +958 sh | Q1 2026 | |
| 11 | Baird Financial Group, Inc. | $7.5M | 162K | ▼−34% Reduced · −84K sh | Q1 2026 | |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.3M | 158K | ▼−27% Reduced · −60K sh | Q1 2026 | |
| 13 | Gateway Wealth Partners, LLC | $4.2M | 90K | ▲+107% Added · +47K sh | Q1 2026 | |
| 14 | STIFEL FINANCIAL CORP | $4.1M | 89K | ▼−12% Reduced · −12K sh | Q1 2026 | |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.1M | 89K | ▲New +89K sh | Q1 2026 | |
| 16 | Integrated Wealth Concepts LLC | $3.7M | 81K | ▲+30% Added · +19K sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | $3.4M | 75K | ▼−1.8% Reduced · −1K sh | Q1 2026 | |
| 18 | UBS Group AG | $3.1M | 67K | ▼−8.4% Reduced · −6K sh | Q1 2026 | |
| 19 | Kestra Advisory Services, LLC | $2.9M | 63K | ▲+7.9% Added · +5K sh | Q1 2026 | |
| 20 | Jaffetilchin Investment Partners, LLC | $2.9M | 62K | ▲New +62K sh | Q1 2026 | |
| 21 | BENJAMIN EDWARDS INC | $2.9M | 62K | ▼−7.9% Reduced · −5K sh | Q1 2026 | |
| 22 | JANE STREET GROUP, LLC | $2.8M | 61K | ▲13× Added · +56K sh | Q1 2026 | |
| 23 | CITADEL ADVISORS LLC | $2.7M | 59K | ▼−25% Reduced · −19K sh | Q1 2026 | |
| 24 | Banco Santander, S.A. | $2.6M | 56K | —Held | Q1 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $2.0M | 43K | ▼−14% Reduced · −7K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 61 funds | $14.4B |
| AMAZON.COM INCAMZN | 61 funds | $11.8B |
| BROADCOM INCAVGO | 61 funds | $7.3B |
| TESLA INCTSLA | 61 funds | $3.7B |
| NETFLIX INCNFLX | 61 funds | $2.1B |
| RTX CORPRTX | 61 funds | $2.0B |
| LOCKHEED MARTIN CORPLMT | 61 funds | $1.5B |
| CROWDSTRIKE HOLDINGS INC - ACRWD | 61 funds | $1.2B |
| APPLE INCAAPL | 60 funds | $19.0B |
| NVIDIA CORPNVDA | 60 funds | $18.5B |
| JPMORGAN CHASE & COJPM | 60 funds | $7.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 60 funds | $6.6B |
Ranked by how many of ROBT'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 ROBT. 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.