Security key
77106T107
- Security type / class
- Equity / COM SHS
- Total 13F shares
- 1,376,496
- Total 13F value
- $45,636,813
- Share change
- +1,376,496
- Put/Call ratio
- 132%
- SEC-reported price per share
- $39.75
- Number of holders
- 26
- Value change
- +$45,636,813
- Number of buys
- 26
Report period
Q2 2026
Institutions
26
Top holders
10
Broader feeds
Ownership snapshot
Top reported holders of BOT - RoboStrategy, Inc. - COM SHS (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Jason Zhao
Disclosed value leader
Jason Zhao
Comparable rows
0/3
Latest evidence
26 Mar 2026
3/4/5
Highest disclosed value: $4,000,000
3 rows are not safely comparable across share classes.
Quick read
Jason Zhao has the largest disclosed position value at $4M.
0 of 3 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Jason Zhao's linked filing trail.
Disclosed position value
Top 2
Jason Zhao
$4M
James Michael Fields
$100K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-3 of 3 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Jason Zhao |
3/4/5
Director
|
—
class O/S missing
|
$4,000,000
400,000 shares
|
+$4,000,000 | 01 Nov 2025 |
| James Michael Fields |
3/4/5
Director
|
—
class O/S missing
|
$100,000
10,000 shares
|
+$100,000 | 01 Nov 2025 |
| Nicolas Elliott Carter |
3/4/5
Director
|
—
class O/S missing
|
—
10,000 shares
|
— | 26 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
26
Shares
1,376,496
Rows available
26
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2026 vs Q1 2026 Across Filers
Q1 2026 holders
0
Q2 2026 holders
26
Holder diff
26
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|