Among active 13F managers last quarter, 14 opened and 4 added, while 8 reduced; the largest holder to move was Runnymede Capital Advisors, Inc. (−0.6%).
76 tracked 13F filers disclose a position in ROM as of the latest SEC 13F filings, a combined $91.4M 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 | Runnymede Capital Advisors, Inc. | 152K | $23.6M | ▼−0.6% Reduced · −858 sh | Q2 2026 | |
| 2 | Gotham Asset Management, LLC | 127K | $19.7M | —Held | Q2 2026 | |
| 3 | Tyche Wealth Partners LLC | 77K | $12.0M | ▼−0.3% Reduced · −277 sh | Q2 2026 | |
| 4 | Harbour Investments, Inc. | 31K | $2.4M | ▲+1.1% Added · +349 sh | Q1 2026 | |
| 5 | Commonwealth Equity Services, LLC | 21K | $1.6M | ▲+2.0% Added · +409 sh | Q1 2026 | |
| 6 | Creative Planning | 20K | $1.6M | ▲+166% Added · +12K sh | Q1 2026 | |
| 7 | Kestra Advisory Services, LLC | 18K | $2.8M | —Held | Q2 2026 | |
| 8 | Dale Q Rice Investment Management Ltd | 15K | $2.3M | —Held | Q2 2026 | |
| 9 | Susquehanna International Group, LLP | 13K | $1.0M | ▲+120% Added · +7K sh | Q1 2026 | |
| 10 | Retirement Planning Co of New England, Inc. | 13K | $2.0M | ▼−11% Reduced · −2K sh | Q2 2026 | |
| 11 | Envestnet Asset Management Inc | 12K | $977K | ▼−73% Reduced · −34K sh | Q1 2026 | |
| 12 | Mariner, LLC | 9K | $739K | —Held | Q1 2026 | |
| 13 | HighTower Advisors, LLC | 9K | $676K | —Held | Q1 2026 | |
| 14 | Waverly Advisors, LLC | 8K | $1.3M | —Held | Q2 2026 | |
| 15 | Vise Technologies, Inc. | 7K | $1.2M | ▲New +7K sh | Q2 2026 | |
| 16 | Bank Of America Corp | 7K | $568K | ▲+9.8% Added · +650 sh | Q1 2026 | |
| 17 | Jane Street Group, LLC | 7K | $568K | ▲New +7K sh | Q1 2026 | |
| 18 | Sequoia Financial Advisors, LLC | 6K | $993K | —Held | Q2 2026 | |
| 19 | River Wealth Advisors LLC | 6K | $908K | —Held | Q2 2026 | |
| 20 | Quantinno Capital Management LP | 5K | $415K | ▼−11% Reduced · −673 sh | Q1 2026 | |
| 21 | McGuire Investment Group, LLC | 5K | $714K | —Held | Q2 2026 | |
| 22 | Northwestern Mutual Wealth Management Co | 5K | $359K | —Held | Q1 2026 | |
| 23 | Discipline Wealth Solutions, LLC | 4K | $670K | —Held | Q2 2026 | |
| 24 | Chicago Partners Investment Group LLC | 4K | $571K | —Held | Q2 2026 | |
| 25 | Citadel Advisors LLC | 4K | $653K | ▲Added Added · +4K 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, 14 funds opened a new position in ROM and 4 added to an existing one, while 8 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
No filings captured for this ticker in the live stream yet.
Connected entities for ROM
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/ROM/capital-change-brief"
Use Arkolith's capital_change_brief for ROM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for ROM. Filings are public domain, sourced to SEC EDGAR.