ROBO: Exchange Traded Concepts Tru insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
322 institutions reported holding $661.10M of Exchange Traded Concepts Tru on Form 13F (267 the quarter before). 68 opened a new position and 16 sold out. Shares held by institutions: +9%.
| Largest holders | Shares | Value |
|---|---|---|
| MORGAN STANLEY | 895,257 | $76.69M |
| UBS Group AG | 878,150 | $75.22M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 480,227 | $41.14M |
| Annex Advisory Services, LLC | 399,979 | $34.26M |
| LPL Financial LLC | 391,443 | $33.53M |
| RAYMOND JAMES FINANCIAL INC | 265,418 | $22.74M |
| AMERIPRISE FINANCIAL INC | 262,465 | $22.47M |
| ROYAL BANK OF CANADA | 223,445 | $19.14M |
| ARMSTRONG ADVISORY GROUP, INC | 217,296 | $18.61M |
| Gray Foundation | 205,000 | $17.56M |
Get new insider and activist filings the morning after: daily alerts. Not investment advice.