Among active 13F managers last quarter, 5 opened and 1 added, while none reduced or exited; the largest holder to move was Sigma Planning Corp (new position).
14 tracked 13F filers disclose a position in ROCQ as of the latest SEC 13F filings, a combined $102.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase & Co | 2.0M | $94.8M | ▲New +2.0M sh | Q1 2026 | |
| 2 | Jane Street Group, LLC | 28K | $1.4M | ▲New +28K sh | Q1 2026 | |
| 3 | Old Mission Capital LLC | 28K | $1.4M | ▲+211% Added · +19K sh | Q1 2026 | |
| 4 | Sigma Planning Corp | 24K | $1.4M | ▲New +24K sh | Q2 2026 | |
| 5 | FAS Wealth Partners, Inc. | 12K | $713K | ▲New +12K sh | Q2 2026 | |
| 6 | MML Investors Services, LLC | 10K | $585K | ▲New +10K sh | Q2 2026 | |
| 7 | Dynamic Advisor Solutions LLC | 10K | $577K | ▲New +10K sh | Q2 2026 | |
| 8 | Daymark Wealth Partners, LLC | 10K | $573K | ▲New +10K sh | Q2 2026 | |
| 9 | Advisory Alpha, LLC | 9K | $535K | ▲New +9K sh | Q2 2026 | |
| 10 | Nicolet Bankshares Inc | 7K | $388K | ▲New +7K sh | Q2 2026 | |
| 11 | Larson Financial Group LLC | 4K | $218K | ▲New +4K sh | Q2 2026 | |
| 12 | EP Wealth Advisors, LLC | 2K | $125K | ▲New +2K sh | Q2 2026 | |
| 13 | Ameritas Investment Partners, Inc. | 217 | $13K | ▲New +217 sh | Q2 2026 | |
| 14 | High Note Wealth, LLC | 100 | $6K | ▲New +100 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in ROCQ and 1 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Ishares Core Msci EmergingIEMG | 6 funds | $633.9M |
| Nvidia CorpNVDA | 6 funds | $507.7M |
| SS SPDR S&P 500 ETF Trust-USSPY | 6 funds | $471.7M |
| Vanguard S&P 500 ETFVOO | 6 funds | $308.4M |
| Ishares Core S&P 500 ETFIVV | 6 funds | $291.1M |
| Vanguard Int-Term CorporateVCIT | 6 funds | $223.7M |
| Tesla IncTSLA | 6 funds | $163.1M |
| Vanguard Ftse Developed ETFVEA | 6 funds | $137.1M |
| State Street SP PTF Em ETFSPEM | 6 funds | $87.3M |
| Vanguard Total Bond MarketBND | 6 funds | $73.3M |
| Vanguard Total Stock MKT ETFVTI | 6 funds | $57.7M |
| Schwab U.S. Tips ETFSCHP | 6 funds | $45.6M |
Ranked by how many of ROCQ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ROCQ.
No filings captured for this ticker in the live stream yet.
Connected entities for ROCQ
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ROCQ/capital-change-brief"
Use Arkolith's capital_change_brief for ROCQ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ROCQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.