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Institutional Ownership · SEC Form 13F

Who owns EROC


Which tracked institutional funds hold EROC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EROC company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

85
Institutional holders
34M
Shares held (tracked funds)

Conviction spread

EROC’s largest tracked holder by dollar value, PRICE T ROWE ASSOCIATES INC /MD/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes EROC more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in EROC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Only one quarter (2026-Q2) of 13F history is available — a quarter-over-quarter accumulation delta needs two.

We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
PRICE T ROWE ASSOCIATES INC /MD/ new2,275,983$33M6.6%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. new2,099,619$30M6.1%2026-Q2
Cinctive Capital Management LP new1,947,261$28M5.7%2026-Q2
Encompass Capital Advisors LLC new1,900,000$28M5.5%2026-Q2
Zimmer Partners, LP new1,891,745$27M5.5%2026-Q2
AMERIPRISE FINANCIAL INC new1,825,179$26M5.3%2026-Q2
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ new1,776,265$26M5.2%2026-Q2
ALLIANCEBERNSTEIN L.P. new1,702,121$25M5.0%2026-Q2
CITADEL ADVISORS LLC new1,505,997$22M4.4%2026-Q2
Value Aligned Research Advisors, LLC new1,345,920$20M3.9%2026-Q2
Alyeska Investment Group, L.P. new1,276,391$19M3.7%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC new1,116,375$16M3.3%2026-Q2
Pictet Asset Management Holding SA new1,056,681$15M3.1%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC new1,030,728$15M3.0%2026-Q2
CIBC Bancorp USA Inc. new1,000,000$14M2.9%2026-Q2
SEVEN GRAND MANAGERS, LLC new500,000$7M1.5%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP new498,508$7M1.5%2026-Q2
REAVES W H & CO INC new435,000$6M1.3%2026-Q2
FRANKLIN RESOURCES INC new434,932$6M1.3%2026-Q2
JANE STREET GROUP, LLC new416,431$6M1.2%2026-Q2
UBS Group AG new404,566$6M1.2%2026-Q2
Ghisallo Capital Management LLC new400,000$6M1.2%2026-Q2
SOROS FUND MANAGEMENT LLC new376,206$5M1.1%2026-Q2
Burkehill Global Management, LP new375,000$5M1.1%2026-Q2
ADAGE CAPITAL PARTNERS GP, L.L.C. new369,484$5M1.1%2026-Q2
EAGLE GLOBAL ADVISORS LLC new365,000$5M1.1%2026-Q2
BOOTHBAY FUND MANAGEMENT, LLC new339,153$5M1.0%2026-Q2
Aventail Capital Group, LP new331,805$5M1.0%2026-Q2
TUDOR INVESTMENT CORP ET AL new305,002$4M0.9%2026-Q2
MILLENNIUM MANAGEMENT LLC new281,364$4M0.8%2026-Q2
EMERALD ADVISERS, LLC new280,734$4M0.8%2026-Q2
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND new265,000$4M0.8%2026-Q2
Freestone Grove Partners LP new264,072$4M0.8%2026-Q2
Yaupon Capital Management LP new250,000$4M0.7%2026-Q2
Lighthouse Investment Partners, LLC new247,437$4M0.7%2026-Q2
D. E. Shaw & Co., Inc. new225,000$3M0.7%2026-Q2
GOLDMAN SACHS GROUP INC new210,239$3M0.6%2026-Q2
BlueCrest Capital Management Ltd new200,000$3M0.6%2026-Q2
LMR Partners LLP new189,500$3M0.6%2026-Q2
EMERALD MUTUAL FUND ADVISERS TRUST new182,249$3M0.5%2026-Q2
Woodline Partners LP new176,721$3M0.5%2026-Q2
SIR Capital Management, L.P. new176,100$3M0.5%2026-Q2
Schonfeld Strategic Advisors LLC new175,832$3M0.5%2026-Q2
ELEMENT CAPITAL MANAGEMENT LLC new142,015$2M0.4%2026-Q2
Capricorn Fund Managers Ltd new140,000$2M0.4%2026-Q2
Weiss Asset Management LP new117,700$2M0.4%2026-Q2
Hill City Capital, LP new110,000$2M0.3%2026-Q2
Brooklands Fund Management Ltd new106,313$1M0.3%2026-Q2
XTX Topco Ltd new106,049$2M0.3%2026-Q2
RAYMOND JAMES FINANCIAL INC new102,539$1M0.3%2026-Q2
DEUTSCHE BANK AG\ new101,213$1M0.3%2026-Q2
STEADFAST CAPITAL MANAGEMENT LP new90,000$1M0.3%2026-Q2
Third Point LLC new83,030$1M0.2%2026-Q2
Shay Capital LLC new80,000$1M0.2%2026-Q2
MORGAN STANLEY new77,931$1M0.2%2026-Q2
VANGUARD FIDUCIARY TRUST CO new65,715$953K0.2%2026-Q2
Hudson Bay Capital Management LP new62,160$901K0.2%2026-Q2
Pentwater Capital Management LP new60,000$870K0.2%2026-Q2
SummitTX Capital, L.P. new55,000$798K0.2%2026-Q2
READYSTATE ASSET MANAGEMENT LP new50,000$725K0.1%2026-Q2
KAYNE ANDERSON CAPITAL ADVISORS LP new49,000$710K0.1%2026-Q2
FEDERATED HERMES, INC. new35,812$519K0.1%2026-Q2
Engineers Gate Manager LP new35,500$515K0.1%2026-Q2
Murchinson Ltd. new25,000$362K0.1%2026-Q2
Verition Fund Management LLC new25,000$362K0.1%2026-Q2
FMR LLC new24,849$360K0.1%2026-Q2
Jefferies Financial Group Inc. new15,000$218K0.0%2026-Q2
US BANCORP \DE\ new13,267$192K0.0%2026-Q2
LPL Financial LLC new12,915$187K0.0%2026-Q2
Harbor Advisors LLC new11,600$168K0.0%2026-Q2
Legal & General Group Plc new10,000$145K0.0%2026-Q2
Fulcrum Asset Management LLP new9,258$128K0.0%2026-Q2
Tower Research Capital LLC (TRC) new5,728$83K0.0%2026-Q2
ROYAL BANK OF CANADA new4,089$59K0.0%2026-Q2
Vanguard Global Advisers, LLC new2,734$40K0.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP new1,868$26K0.0%2026-Q2
OSAIC HOLDINGS, INC. new1,226$18K0.0%2026-Q2
WELLS FARGO & COMPANY/MN new972$14K0.0%2026-Q2
IFP Advisors, Inc new500$7K0.0%2026-Q2
Your Advocates Ltd., LLP new400$6K0.0%2026-Q2
CITIGROUP INC new160$2K0.0%2026-Q2
MRP Capital Investments, LLC new125$2K0.0%2026-Q2
Caitong International Asset Management Co., Ltd new107$2K0.0%2026-Q2
JPMORGAN CHASE & CO new99$1K0.0%2026-Q2
SBI Securities Co., Ltd. new50$7250.0%2026-Q2

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership