Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Exchange Traded Concepts Tru (ROBO)

316 + Investors. Track Smart Money conviction in ROBO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +58
Streak
4Q ▲
Buyers last Q
69%

Smart Money Signals — ROBO

Based on 322 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added ROBO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
322 hedge funds hold ROBO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +56% more funds vs a year ago

fund count last 6Q
+115 new funds entered over the past year (+56% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 69% buying

167 buying76 selling
Last quarter: 167 funds were net buyers (76 opened a brand new position + 91 added to an existing one). Only 76 were sellers (58 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+28 vs last Q)

new funds entering per quarter
Funds opening a new ROBO position: 33 → 46 → 48 → 76. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 17% medium ■ 31% new
168 out of 322 hedge funds have held ROBO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +34% but shares only +10% — price-driven

Value
+34%
Shares
+10%
Last quarter: the total dollar value of institutional holdings rose +34%, but actual share count only changed +10%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

27 → 33 → 46 → 48 → 76 new funds/Q
New funds entering each quarter: 33 → 46 → 48 → 76. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 58% veterans vs 33% newcomers

■ 58% veterans ■ 9% 1-2yr ■ 33% new
Entry-cohort mix of 326 holders: 189 (58%) are 2+ year veterans, 30 entered 1–2 years ago, and 107 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
26 of 319 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in ROBO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ROBO

In 2026 Q2, 167 hedge funds were net buyers of ROBO (76 opened a new position, 91 added to an existing one), while 76 reduced or exited (58 trimmed, 18 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in ROBO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +58 funds (more new holders than closures). Total institutional holders: 322.

Hedge Fund Ownership: ROBO

How many hedge funds hold ROBO — quarterly history vs. share price
Quarterly hedge fund ownership of ROBO vs. share price

Market Analysis: ROBO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ROBO

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 4 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: ROBO
316 + Investors

Track Smart Money conviction in ROBO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 316 264 19.7%
13F Shares 8M 7M 10.27%
Total Value $664M $495M 34.25%
New Positions 76 48 +28
Increased Positions 89 87 +2
Closed Positions 21 27 -6
Reduced Positions 58 49 +9
Total Calls 4 2 100.0%
Total Puts 3 2 50.0%
PUT/CALL Ratio 0.75 1.0 Neutral

Statistics: ROBO

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Institutional Holders (2026 Q2)

316 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ROBO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ROBO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gray Foundation 3.87% 205,000 $17.6M
2 Hyposwiss Advisors SA 2.52% 31,006 $2.7M
3 Solutions 4 Wealth, Ltd 2.33% 21,030 $1.8M
4 MinichMacGregor Wealth Management, LLC 2.28% 175,324 $15.0M
5 Biltmore Family Office, LLC 2.28% 202,125 $17.3M
6 Carmel Capital Management L.L.C. 1.89% 100,490 $8.6M
7 Rainier Family Wealth Inc 1.81% 37,150 $3.2M
8 Invera Wealth Advisors, LLC 1.67% 36,306 $3.1M
9 Anson Capital, Inc. 1.59% 28,608 $2.5M
10 Pacific Sun Financial Corp 1.32% 37,436 $3.2M
11 Stegent Equity Advisors, Inc. 1.16% 18,923 $1.6M
12 Armstrong Advisory Group, Inc 1.13% 217,296 $18.6M
13 Black Swift Group, LLC 0.88% 71,460 $6.1M
14 Generation Capital Management LLC 0.84% 15,900 $1.4M
15 Ntv Asset Management LLC 0.79% 94,395 $8.1M
16 VVR Holdings LLC 0.62% 16,857 $1.4M
17 Bank OZK 0.60% 23,732 $2.0M
18 Annex Advisory Services, LLC 0.58% 399,979 $34.3M
19 Vima LLC 0.53% 6,394 $548K
20 Clay Northam Wealth Management, LLC 0.53% 12,483 $1.1M
21 Objectivity Squared, LLC 0.47% 9,715 $832K
22 Financial Management, Inc. 0.43% 6,595 $457K
23 Curbstone Financial Management Corp 0.37% 25,206 $2.2M
24 Quadcap Wealth Management, LLC 0.36% 42,826 $3.7M
25 Eagle Strategies LLC 0.35% 41,306 $3.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Exchange Traded Concepts Tru (ROBO)

What does the Smart Money Trend signal show for ROBO?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added ROBO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ROBO?

More buyers than sellers — 69% buying: Last quarter: 167 funds were net buyers (76 opened a brand new position + 91 added to an existing one). Only 76 were sellers (58 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ROBO holders?

Elite ownership — 44% AUM from top-100 funds: 26 of 319 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in ROBO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ROBO?

52% of holders stayed for 2+ years: 168 out of 322 hedge funds have held ROBO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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