Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Exchange Traded Concepts Trust - ROBO Global Artificial Intelligence ETF include Element Wealth, LLC, BLVD Private Wealth, LLC, CIBC World Markets Inc., Arkadios Wealth Advisors, Tableaux Llc, Duncker Streett & Co Inc, Skopos Labs, Inc., and Crewe Advisors LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Scotia Capital Inc. | 8,104 | 15.89 | 446 | 44.01 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 200 | 11 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 12,305 | 2.52 | 677 | 27.31 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2,796 | 319.82 | 154 | 427.59 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 | 0 | ||||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 28,834 | 5.80 | 1,586 | 31.43 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 7 | 16.67 | 0 | |||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 490 | 27 | ||||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 140,553 | 6.68 | 7,730 | 32.59 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 5,772 | 14.12 | 317 | 42.15 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 60,541 | 16.69 | 3,329 | 45.05 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 287 | 16 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 5 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 32,105 | 26.60 | 1,766 | 57.31 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 27 | 28.57 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,841 | 3.66 | 101 | 29.49 | ||||
| 2025-07-07 | 13F | Fox Hill Wealth Management | 4,057 | 223 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 4,758 | 262 | ||||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 11,676 | 642 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 110,834 | 67.71 | 6,096 | 108.45 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,486 | 21.94 | 247 | 51.85 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 16,794 | 924 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3,878 | 213 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 679 | 241 |
