19 tracked 13F filers disclose a position in ROKT as of the latest SEC 13F filings, a combined $10.1M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | URS Advisory LLC | $2.4M | 20K | ▲New +20K sh | Q2 2026 | |
| 2 | WealthBridge Capital Management, LLC | $1.8M | 15K | ▲+8.1% Added · +1K sh | Q2 2026 | |
| 3 | JOHNSON INVESTMENT COUNSEL INC | $1.4M | 12K | ▲New +12K sh | Q2 2026 | |
| 4 | LPL Financial LLC | $893K | 9K | ▲New +9K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $825K | 8K | ▲New +8K sh | Q1 2026 | |
| 6 | TWO SIGMA INVESTMENTS, LP | $816K | 8K | ▲New +8K sh | Q1 2026 | |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $776K | 8K | ▲+61% Added · +3K sh | Q1 2026 | |
| 8 | Fulcrum Equity Management | $361K | 3K | ▲+3.2% Added · +95 sh | Q2 2026 | |
| 9 | Wealthfront Advisers LLC | $265K | 3K | ▲+2.6% Added · +69 sh | Q1 2026 | |
| 10 | D.A. DAVIDSON & CO. | $281K | 2K | —Held | Q2 2026 | |
| 11 | FIFTH THIRD BANCORP | $90K | 900 | ▲New +900 sh | Q1 2026 | |
| 12 | FMR LLC | $60K | 600 | ▲New +600 sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $42K | 425 | ▼−84% Reduced · −2K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $21K | 211 | ▼−0.5% Reduced · −1 sh | Q1 2026 | |
| 15 | NewEdge Advisors, LLC | $5K | 54 | ▲+20% Added · +9 sh | Q1 2026 | |
| 16 | BANK OF MONTREAL /CAN/ | $5K | 50 | ▲New +50 sh | Q1 2026 | |
| 17 | IFP Advisors, Inc | $5K | 45 | ▲New +45 sh | Q2 2026 | |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3K | 27 | ▲New +27 sh | Q1 2026 | |
| 19 | WELLS FARGO & COMPANY/MN | $51 | 1 | —Held | Q1 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, 4 funds opened a new position in ROKT and 2 added to an existing one, while 0 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| VANGUARD TOTAL STOCK MKT ETFVTI | 4 funds | $6.1B |
| VANGUARD FTSE DEVELOPED ETFVEA | 4 funds | $4.1B |
| ISHARES CORE MSCI EMERGINGIEMG | 4 funds | $3.0B |
| SCHWAB INTL EQUITY ETFSCHF | 4 funds | $3.0B |
| VANGUARD FTSE EMERGING MARKEVWO | 4 funds | $2.7B |
| ISHARES CORE S&P TOTAL U.S.ITOT | 4 funds | $2.1B |
| VANGUARD DIVIDEND APPREC ETFVIG | 4 funds | $2.1B |
| APPLE INCAAPL | 4 funds | $1.7B |
| NVIDIA CORPNVDA | 4 funds | $1.6B |
| SCHWAB US BROAD MARKET ETFSCHB | 4 funds | $1.5B |
| VANGUARD VALUE ETFVTV | 4 funds | $1.4B |
| VANGUARD TAX-EXEMPT BOND ETFVTEB | 4 funds | $1.3B |
Ranked by how many of ROKT's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/ROKT/capital-change-brief"
Use Arkolith's capital_change_brief for ROKT. 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 ROKT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.