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ROBO Global Robotics & Automation Index ETF
ROBO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Charles Schwab Investment Advisory
1
Charles Schwab Investment Advisory
California
USD 172 M -USD 7.07 M -170,663 -4%
UBS Group
2
UBS Group
Switzerland
USD 55.6 M +USD 158 k +3,814 +0.3%
Morgan Stanley
3
Morgan Stanley
New York
USD 54.2 M +USD 20.6 M +497,232 +58%
Sand Hill Global Advisors
4
Sand Hill Global Advisors
California
USD 35.9 M +USD 34.2 M +826,888 +1,181%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
USD 24.5 M +USD 1.45 M +34,930 +6%
Raymond James Financial Services Advisors
6
Raymond James Financial Services Advisors
Florida
USD 19.4 M +USD 723 k +17,465 +4%
Wells Fargo
7
Wells Fargo
California
USD 14.5 M -USD 3.65 M -88,184 -20%
LPL Financial
8
LPL Financial
California
USD 11.9 M +USD 863 k +20,831 +8%
L.J. Altfest & Co
9
L.J. Altfest & Co
New York
USD 11.4 M -USD 58.3 k -1,408 -0.5%
Ameriprise
10
Ameriprise
Minnesota
USD 11.2 M +USD 750 k +18,125 +7%
RTS
11
Round Table Services
New Jersey
USD 10.8 M +USD 1.83 M +44,256 +20%
Raymond James & Associates
12
Raymond James & Associates
Florida
USD 8.78 M +USD 1.88 M +45,475 +26%
Citadel Advisors
13
Citadel Advisors
Florida
USD 5.89 M +USD 1.98 M +47,872 +48%
Stifel Financial
14
Stifel Financial
Missouri
USD 5.87 M +USD 349 k +8,423 +6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
USD 5.38 M +USD 866 k +20,916 +18%
Jackson Financial Management
16
Jackson Financial Management
California
USD 5.38 M -USD 143 k -3,442 -2%
Atlantic Union Bankshares
17
Atlantic Union Bankshares
Virginia
USD 5.09 M +USD 154 k +3,726 +3%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
USD 5.01 M +USD 2.38 M +57,530 +85%
Oppenheimer & Co
19
Oppenheimer & Co
New York
USD 4.56 M -USD 148 k -3,586 -3%
JP Morgan Private Wealth Advisors
20
JP Morgan Private Wealth Advisors
California
USD 4.21 M +USD 121 k +2,918 +3%
Biltmore Family Office
21
Biltmore Family Office
North Carolina
USD 4.16 M +USD 1.51 M +36,531 +54%
JP Morgan Chase
22
JP Morgan Chase
New York
USD 3.98 M +USD 149 k +3,609 +4%
Migdal Insurance & Financial Holdings
23
Migdal Insurance & Financial Holdings
Israel
USD 3.72 M -USD 74.5 k -1,800 -2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
USD 3.46 M -USD 58.8 k -1,421 -2%
Ladenburg Thalmann Financial Services
25
Ladenburg Thalmann Financial Services
Florida
USD 3.31 M – – –
1
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