Among active 13F managers last quarter, 10 opened and 5 added, while none reduced or exited; the largest holder to move was URS Advisory LLC (new position).
33 tracked 13F filers disclose a position in ROKT as of the latest SEC 13F filings, a combined $15.3M 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 | URS Advisory LLC | 20K | $2.4M | ▲New +20K sh | Q2 2026 | |
| 2 | Liberty One Investment Management, LLC | 18K | $2.1M | ▲+46% Added · +6K sh | Q2 2026 | |
| 3 | WealthBridge Capital Management, LLC | 15K | $1.8M | ▲+8.1% Added · +1K sh | Q2 2026 | |
| 4 | Johnson Investment Counsel Inc | 12K | $1.4M | ▲New +12K sh | Q2 2026 | |
| 5 | LPL Financial LLC | 9K | $893K | ▲New +9K sh | Q1 2026 | |
| 6 | Raymond James Financial Inc | 8K | $825K | ▲New +8K sh | Q1 2026 | |
| 7 | Two Sigma Investments, LP | 8K | $816K | ▲New +8K sh | Q1 2026 | |
| 8 | Susquehanna International Group, LLP | 8K | $776K | ▲+61% Added · +3K sh | Q1 2026 | |
| 9 | Endowment Wealth Management, Inc. | 6K | $775K | ▲New +6K sh | Q2 2026 | |
| 10 | Flagship Private Wealth, LLC | 4K | $525K | ▲New +4K sh | Q2 2026 | |
| 11 | Virtus Family Office LLC | 4K | $454K | —Held | Q2 2026 | |
| 12 | Compass Capital Corp /Ma | 3K | $415K | ▲+3.6% Added · +118 sh | Q2 2026 | |
| 13 | Fulcrum Equity Management | 3K | $361K | ▲+3.2% Added · +95 sh | Q2 2026 | |
| 14 | Wealthfront Advisers LLC | 3K | $354K | ▲+11% Added · +299 sh | Q2 2026 | |
| 15 | Kingswood Wealth Advisors, LLC | 3K | $312K | ▲New +3K sh | Q2 2026 | |
| 16 | D.A. Davidson & Co. | 2K | $281K | —Held | Q2 2026 | |
| 17 | Arax Advisory Partners | 2K | $219K | ▲New +2K sh | Q2 2026 | |
| 18 | Ankerstar Wealth, LLC | 1K | $149K | ▲New +1K sh | Q2 2026 | |
| 19 | Innovative Asset Advisors Group, LLC | 950 | $114K | ▲+217% Added · +650 sh | Q2 2026 | |
| 20 | Fifth Third Bancorp | 900 | $90K | ▲New +900 sh | Q1 2026 | |
| 21 | Steward Partners Investment Advisory, LLC | 519 | $62K | ▲New +519 sh | Q2 2026 | |
| 22 | Osaic Holdings, Inc. | 425 | $42K | ▼−84% Reduced · −2K sh | Q1 2026 | |
| 23 | NewEdge Advisors, LLC | 393 | $47K | ▲+628% Added · +339 sh | Q2 2026 | |
| 24 | Morgan Stanley | 211 | $21K | ▼−0.5% Reduced · −1 sh | Q1 2026 | |
| 25 | Global Retirement Partners, LLC | 135 | $16K | ▲New +135 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, 10 funds opened a new position in ROKT and 5 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 |
|---|---|---|
| Microsoft CorpMSFT | 16 funds | $1.8B |
| JPMorgan Chase & CoJPM | 16 funds | $1.5B |
| Taiwan Semiconductor-SP ADRTSM | 16 funds | $515.6M |
| Apple IncAAPL | 15 funds | $3.6B |
| Nvidia CorpNVDA | 15 funds | $3.4B |
| Amazon.com IncAMZN | 15 funds | $2.3B |
| Alphabet Inc-CL AGOOGL | 15 funds | $2.2B |
| Broadcom IncAVGO | 15 funds | $1.4B |
| Costco Wholesale CorpCOST | 15 funds | $1.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 15 funds | $1.3B |
| Meta Platforms Inc-Class AMETA | 15 funds | $756.8M |
| RTX CorpRTX | 15 funds | $663.2M |
Ranked by how many of ROKT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ROKT.
No filings captured for this ticker in the live stream yet.
Connected entities for ROKT
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.