Stock ownership · SEC 13F · Q3 2025

ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF

A breakdown of ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF's institutional base (CUSIP 301505731): the holders, the concentration among them, and what changed last quarter.

$1.9M
Reported value
2
Institutions
100%
Top-5 share

The verdict

$1.9M of ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF is reported by 2 institutions as of Q3 2025; ownership is held overwhelmingly by a small core of institutions.

2
institutions hold it
$1.9M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 301505731 · Q3 2025 $2M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-SHORT

  • VALUE-TRACE $1.9M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-SHORT 3Q history

Read with: Ownership concentration guide - ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Top Institutional Holders

# Institution Shares Value Share of reported
1 Strategic Advocates LLC 30,059 $1.9M 99.9%
2 CIBC Private Wealth Group LLC 43 $3K 0.1%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q3 2025

New positions (2)

Strategic Advocates LLC $1.9M
CIBC Private Wealth Group LLC $3K

Complete exits (1)

BLVD Private Wealth, LLC exited

Frequently Asked Questions

How many institutions hold ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF?▼
ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF is held by 2 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF?▼
Institutions report $1.9M of ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF as of Q3 2025.
How concentrated is ownership of ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF?▼
The top five institutional holders account for 100% of the reported institutional value in ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF?▼
Strategic Advocates LLC is the largest reported holder of ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF with $1.9M across 30,059 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.