Who owns RODM
Which tracked institutional funds hold RODM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RODM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-24). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
25 tracked funds added or opened RODM while 16 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
RODM’s largest tracked holder by dollar value, Cerity Partners LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in RODM 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
Between 2026-Q1 and 2026-Q2, across 121 tracked filers holding RODM, 61 increased or opened the position and 68 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in RODM between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- Pathstone Holdings, LLC$72M
- NewEdge Advisors, LLC$3M
- Ethos Financial Group, LLC$873K
- Vise Technologies, Inc.$552K
Full exits 9
- Mill Creek Capital Advisors, LLC$70M
- FOSTER & MOTLEY INC$42M
- CITADEL ADVISORS LLC$10M
- First PREMIER Bank$3M
- Randall & Associates Wealth Management$3M
- Cambridge Investment Research Advisors, Inc.$2M
Largest adds
- Cerity Partners LLC$48M
- AMERIPRISE FINANCIAL INC$8M
- LPL Financial LLC$5M
- MORGAN STANLEY$5M
- UBS Group AG$5M
- Hartford Funds Management Co LLC$4M
Largest trims
- Clearstead Advisors, LLC$7M
- Private Advisor Group, LLC$4M
- Steward Partners Investment Advisory, LLC$2M
- CITIGROUP INC$545K
- JANE STREET GROUP, LLC$411K
- Lido Advisors, LLC$336K
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Cerity Partners LLC added | 5,164,485 | $209M | 18.3% | 2026-Q2 |
| MORGAN STANLEY added | 3,235,045 | $131M | 11.4% | 2026-Q2 |
| Hartford Funds Management Co LLC added | 2,571,292 | $104M | 9.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,559,938 | $103M | 9.1% | 2026-Q2 |
| Pathstone Holdings, LLC new | 1,776,976 | $72M | 6.3% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 1,773,405 | $72M | 6.3% | 2026-Q2 |
| LPL Financial LLC added | 1,080,964 | $44M | 3.8% | 2026-Q2 |
| Intellus Advisors LLC added | 1,052,032 | $43M | 3.7% | 2026-Q2 |
| Mariner, LLC trimmed | 944,022 | $38M | 3.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 925,808 | $37M | 3.3% | 2026-Q2 |
| UBS Group AG added | 771,110 | $31M | 2.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 485,554 | $20M | 1.7% | 2026-Q2 |
| Goldstein Advisors, LLC added | 471,735 | $19M | 1.7% | 2026-Q2 |
| BEARING POINT CAPITAL, LLC added | 457,926 | $19M | 1.6% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 439,216 | $18M | 1.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 424,032 | $17M | 1.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 417,097 | $17M | 1.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 379,827 | $15M | 1.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 234,496 | $9M | 0.8% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 227,379 | $9M | 0.8% | 2026-Q2 |
| &PARTNERS trimmed | 180,696 | $7M | 0.6% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 178,203 | $7M | 0.6% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 156,845 | $6M | 0.6% | 2026-Q2 |
| IAG Wealth Partners, LLC trimmed | 115,710 | $5M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 115,207 | $5M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 103,657 | $4M | 0.4% | 2026-Q2 |
| WESCAP Management Group, Inc. added | 98,787 | $4M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 97,775 | $4M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 97,610 | $4M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 94,461 | $4M | 0.3% | 2026-Q2 |
| HOWARD FINANCIAL SERVICES, LTD. added | 88,991 | $4M | 0.3% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 86,176 | $3M | 0.3% | 2026-Q2 |
| Vawter Financial, Ltd. trimmed | 83,846 | $3M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 80,000 | $3M | 0.3% | 2026-Q2 |
| World Investment Advisors | 75,502 | $3M | 0.3% | 2026-Q2 |
| Trilogy Capital Inc. trimmed | 74,625 | $3M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 61,174 | $2M | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 60,219 | $2M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 51,539 | $2M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 51,262 | $2M | 0.2% | 2026-Q2 |
| FLAGSTAR SECURITIES, INC trimmed | 46,867 | $2M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 43,708 | $2M | 0.2% | 2026-Q2 |
| Empirical Asset Management, LLC added | 41,112 | $2M | 0.1% | 2026-Q2 |
| CRUX WEALTH ADVISORS added | 39,663 | $2M | 0.1% | 2026-Q2 |
| Apollon Financial, LLC trimmed | 38,596 | $2M | 0.1% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 35,355 | $1M | 0.1% | 2026-Q2 |
| MAI Capital Management | 35,257 | $1M | 0.1% | 2026-Q2 |
| WEST MICHIGAN ADVISORS, LLC added | 34,054 | $1M | 0.1% | 2026-Q2 |
| Fermata Advisors, LLC trimmed | 25,988 | $1M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 25,121 | $1M | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 23,161 | $936K | 0.1% | 2026-Q2 |
| Ethos Financial Group, LLC new | 21,166 | $873K | 0.1% | 2026-Q2 |
| Allworth Financial LP added | 20,557 | $831K | 0.1% | 2026-Q2 |
| CLG LLC trimmed | 20,092 | $812K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 19,363 | $793K | 0.1% | 2026-Q2 |
| Eagle Strategies LLC added | 19,344 | $782K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 18,727 | $757K | 0.1% | 2026-Q2 |
| CLIENT 1ST ADVISORY GROUP, LLC | 18,014 | $728K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 17,309 | $700K | 0.1% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC trimmed | 16,235 | $656K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 16,235 | $656K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 15,803 | $639K | 0.1% | 2026-Q2 |
| Clearview Wealth Management LLC | 15,015 | $607K | 0.1% | 2026-Q2 |
| BlackRock, Inc. added | 14,995 | $606K | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 14,945 | $604K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 13,986 | $565K | 0.0% | 2026-Q2 |
| Cranbrook Wealth Management, LLC trimmed | 13,893 | $561K | 0.0% | 2026-Q2 |
| Vise Technologies, Inc. new | 13,651 | $552K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC added | 13,364 | $540K | 0.0% | 2026-Q2 |
| Sovran Advisors, LLC trimmed | 11,804 | $487K | 0.0% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 11,677 | $472K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 11,458 | $463K | 0.0% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 10,777 | $436K | 0.0% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO new | 10,227 | $413K | 0.0% | 2026-Q2 |
| CARLSON FINANCIAL, INC. added | 9,796 | $396K | 0.0% | 2026-Q2 |
| Cerity Partners Retirement Plan Advisors LLC new | 9,732 | $393K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 9,662 | $391K | 0.0% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 8,799 | $356K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 8,670 | $350K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 8,597 | $347K | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC added | 8,469 | $342K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 6,538 | $264K | 0.0% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC | 6,497 | $263K | 0.0% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 6,455 | $261K | 0.0% | 2026-Q2 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. trimmed | 6,391 | $258K | 0.0% | 2026-Q2 |
| YARGER WEALTH STRATEGIES, LLC added | 6,303 | $258K | 0.0% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 6,276 | $254K | 0.0% | 2026-Q2 |
| Creative Planning added | 6,166 | $249K | 0.0% | 2026-Q2 |
| Western Wealth Management, LLC added | 6,079 | $246K | 0.0% | 2026-Q2 |
| Bank of New York Mellon Corp added | 5,928 | $240K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 5,710 | $231K | 0.0% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 5,672 | $229K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 5,669 | $229K | 0.0% | 2026-Q2 |
| ENCOMPASS WEALTH ADVISORS, LLC trimmed | 5,551 | $224K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC | 5,243 | $212K | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 5,235 | $212K | 0.0% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 5,108 | $206K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new | 5,097 | $204K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 3,964 | $160K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 3,386 | $137K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
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.