Who owns RODM (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-Q1 13F filings. 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
The tracked-fund tape on RODM is one-sided between 2025-Q4 and 2026-Q1: 30 added or opened and 9 trimmed or exited — on balance accumulating.
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 0.2% 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 2025-Q4 and 2026-Q1, across 129 tracked filers holding RODM, 53 increased or opened the position and 64 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 2025-Q4 and 2026-Q1 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 3
- Clearstead Advisors, LLC$14M
- WEST MICHIGAN ADVISORS, LLC$1M
- Clearview Wealth Management LLC$592K
Full exits 4
- Clarius Group, LLC$7M
- FLOW TRADERS U.S. LLC$6M
- NewEdge Advisors, LLC$3M
- HRT FINANCIAL LP$655K
Largest adds
- Cerity Partners LLC$11M
- CITADEL ADVISORS LLC$9M
- UBS Group AG$9M
- AMERIPRISE FINANCIAL INC$8M
- BANK OF AMERICA CORP /DE/$7M
- BEARING POINT CAPITAL, LLC$6M
Largest trims
- FOSTER & MOTLEY INC$7M
- LPL Financial LLC$2M
- Hartford Funds Management Co LLC$2M
- Private Advisor Group, LLC$1M
- OSAIC HOLDINGS, INC.$297K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Cerity Partners LLC added | 4,073,067 | $161M | 13.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 3,178,454 | $125M | 10.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,624,425 | $103M | 8.9% | 2026-Q1 |
| Hartford Funds Management Co LLC trimmed | 2,530,109 | $100M | 8.6% | 2026-Q1 |
| Mill Creek Capital Advisors, LLC trimmed | 1,769,836 | $70M | 6.0% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 1,733,916 | $68M | 5.9% | 2026-Q1 |
| FOSTER & MOTLEY INC trimmed | 1,071,182 | $42M | 3.6% | 2026-Q1 |
| Intellus Advisors LLC added | 1,048,081 | $41M | 3.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 968,915 | $38M | 3.3% | 2026-Q1 |
| Mariner, LLC trimmed | 953,263 | $38M | 3.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 923,832 | $36M | 3.1% | 2026-Q1 |
| UBS Group AG added | 658,303 | $26M | 2.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 549,466 | $22M | 1.9% | 2026-Q1 |
| Goldstein Advisors, LLC added | 447,787 | $18M | 1.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 430,630 | $17M | 1.5% | 2026-Q1 |
| BEARING POINT CAPITAL, LLC added | 422,746 | $17M | 1.4% | 2026-Q1 |
| Cetera Investment Advisers added | 388,444 | $15M | 1.3% | 2026-Q1 |
| Clearstead Advisors, LLC new | 356,344 | $14M | 1.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 332,293 | $13M | 1.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 298,208 | $12M | 1.0% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 264,683 | $10M | 0.9% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 241,614 | $10M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 226,226 | $9M | 0.8% | 2026-Q1 |
| &PARTNERS added | 187,582 | $7M | 0.6% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 162,315 | $6M | 0.6% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 138,134 | $5M | 0.5% | 2026-Q1 |
| IAG Wealth Partners, LLC trimmed | 118,803 | $5M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 110,657 | $4M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 102,939 | $4M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 100,132 | $4M | 0.3% | 2026-Q1 |
| WESCAP Management Group, Inc. trimmed | 97,907 | $4M | 0.3% | 2026-Q1 |
| Vawter Financial, Ltd. trimmed | 94,386 | $4M | 0.3% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 88,726 | $4M | 0.3% | 2026-Q1 |
| HOWARD FINANCIAL SERVICES, LTD. trimmed | 88,204 | $3M | 0.3% | 2026-Q1 |
| World Investment Advisors trimmed | 75,502 | $3M | 0.3% | 2026-Q1 |
| Trilogy Capital Inc. trimmed | 74,857 | $3M | 0.3% | 2026-Q1 |
| First PREMIER Bank | 71,020 | $3M | 0.2% | 2026-Q1 |
| Randall & Associates Wealth Management trimmed | 64,516 | $3M | 0.2% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 62,149 | $2M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 53,364 | $2M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 52,367 | $2M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 50,952 | $2M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 50,508 | $2M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 50,258 | $2M | 0.2% | 2026-Q1 |
| FLAGSTAR ADVISORS INC | 49,772 | $2M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 45,163 | $2M | 0.1% | 2026-Q1 |
| CRUX WEALTH ADVISORS trimmed | 39,518 | $2M | 0.1% | 2026-Q1 |
| Apollon Financial, LLC added | 38,922 | $2M | 0.1% | 2026-Q1 |
| Empirical Asset Management, LLC trimmed | 38,443 | $2M | 0.1% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 35,781 | $1M | 0.1% | 2026-Q1 |
| MAI Capital Management added | 35,257 | $1M | 0.1% | 2026-Q1 |
| WEST MICHIGAN ADVISORS, LLC added | 32,653 | $1M | 0.1% | 2026-Q1 |
| Fermata Advisors, LLC trimmed | 27,965 | $1M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 20,670 | $815K | 0.1% | 2026-Q1 |
| CLG LLC trimmed | 20,430 | $805K | 0.1% | 2026-Q1 |
| Allworth Financial LP trimmed | 20,296 | $800K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 19,387 | $772K | 0.1% | 2026-Q1 |
| White Pine Investment CO | 18,081 | $713K | 0.1% | 2026-Q1 |
| CLIENT 1ST ADVISORY GROUP, LLC | 18,014 | $710K | 0.1% | 2026-Q1 |
| Sowa Financial Group, Inc. trimmed | 17,371 | $685K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 16,853 | $664K | 0.1% | 2026-Q1 |
| Aptus Capital Advisors, LLC | 16,637 | $656K | 0.1% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 16,637 | $656K | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 16,636 | $656K | 0.1% | 2026-Q1 |
| Eagle Strategies LLC added | 16,227 | $640K | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 15,092 | $595K | 0.1% | 2026-Q1 |
| Clearview Wealth Management LLC new | 15,015 | $592K | 0.1% | 2026-Q1 |
| Cranbrook Wealth Management, LLC trimmed | 14,991 | $591K | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 14,356 | $566K | 0.0% | 2026-Q1 |
| Sovran Advisors, LLC trimmed | 13,598 | $558K | 0.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 13,707 | $540K | 0.0% | 2026-Q1 |
| Larson Financial Group LLC trimmed | 13,328 | $525K | 0.0% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 12,565 | $495K | 0.0% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 12,461 | $491K | 0.0% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 10,818 | $426K | 0.0% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 10,747 | $424K | 0.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 9,977 | $393K | 0.0% | 2026-Q1 |
| Gotham Asset Management, LLC trimmed | 9,176 | $362K | 0.0% | 2026-Q1 |
| BlackRock, Inc. trimmed | 9,049 | $357K | 0.0% | 2026-Q1 |
| GTS SECURITIES LLC added | 8,974 | $354K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 9,019 | $347K | 0.0% | 2026-Q1 |
| Golden State Wealth Management, LLC | 8,364 | $330K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 7,871 | $310K | 0.0% | 2026-Q1 |
| Waverly Advisors, LLC new | 7,763 | $306K | 0.0% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 7,686 | $303K | 0.0% | 2026-Q1 |
| BKM Wealth Management, LLC added | 7,556 | $298K | 0.0% | 2026-Q1 |
| FMR LLC added | 7,114 | $280K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 6,998 | $276K | 0.0% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 6,710 | $265K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 314,168 | $11M | 1.0% | 2025-Q3 stale |
| Cornerstone Wealth Management, LLC added | 309,148 | $11M | 0.9% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 310,540 | $11M | 0.9% | 2025-Q2 stale |
| Clarius Group, LLC trimmed | 178,572 | $7M | 0.6% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 160,431 | $6M | 0.5% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 79,920 | $3M | 0.3% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 17,739 | $655K | 0.1% | 2025-Q4 stale |
| KMG FIDUCIARY PARTNERS, LLC | 11,093 | $344K | 0.0% | 2025-Q1 stale |
| Financial Advocates Investment Management added | 8,759 | $299K | 0.0% | 2025-Q2 stale |
| Kathleen S. Wright Associates Inc. | 7,992 | $284K | 0.0% | 2025-Q3 stale |
| Advisor Resource Council trimmed | 8,284 | $257K | 0.0% | 2025-Q1 stale |
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.