Who owns ROIV (ROIV)
Which tracked institutional funds hold ROIV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ROIV 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
193 tracked funds added or opened ROIV while 69 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
ROIV’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ROIV 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 438 tracked filers holding ROIV, 259 increased or opened the position and 177 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 ROIV 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 39
- VANGUARD CAPITAL MANAGEMENT LLC$573M
- VANGUARD PORTFOLIO MANAGEMENT LLC$550M
- Darwin Global Management, Ltd.$180M
- VANGUARD FIDUCIARY TRUST CO$78M
- MAVERICK CAPITAL LTD$45M
- WELLINGTON MANAGEMENT GROUP LLP$26M
Full exits 28
- VANGUARD GROUP INC$899M
- ORBIMED ADVISORS LLC$48M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$36M
- Verition Fund Management LLC$16M
- TORONTO DOMINION BANK$14M
- Squarepoint Ops LLC$11M
Largest adds
- FMR LLC$727M
- FARALLON CAPITAL MANAGEMENT LLC$267M
- UBS Group AG$227M
- BlackRock, Inc.$212M
- MORGAN STANLEY$169M
- AQR CAPITAL MANAGEMENT LLC$142M
Largest trims
- SB INVESTMENT ADVISERS (UK) LTD$282M
- Jefferies Financial Group Inc.$76M
- NORGES BANK$67M
- Rubric Capital Management LP$57M
- M&T Bank Corp$42M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$22M
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 |
|---|---|---|---|---|
| FMR LLC added | 77,791,126 | $2.2B | 14.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 51,828,325 | $1.4B | 9.4% | 2026-Q1 |
| BlackRock, Inc. trimmed | 39,899,451 | $1.1B | 7.2% | 2026-Q1 |
| QVT Financial LP trimmed | 25,161,237 | $697M | 4.6% | 2026-Q1 |
| UBS Group AG added | 22,619,472 | $627M | 4.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 20,680,572 | $573M | 3.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 19,838,698 | $550M | 3.6% | 2026-Q1 |
| STATE STREET CORP trimmed | 16,186,613 | $448M | 2.9% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 12,794,097 | $354M | 2.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 11,111,591 | $308M | 2.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 10,182,477 | $282M | 1.8% | 2026-Q1 |
| FARALLON CAPITAL MANAGEMENT LLC added | 9,675,000 | $268M | 1.8% | 2026-Q1 |
| Two Seas Capital LP trimmed | 9,328,291 | $258M | 1.7% | 2026-Q1 |
| PERCEPTIVE ADVISORS LLC added | 8,285,461 | $230M | 1.5% | 2026-Q1 |
| Patient Square Capital LP | 8,166,047 | $226M | 1.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 7,475,866 | $207M | 1.4% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 7,076,488 | $196M | 1.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 6,992,136 | $194M | 1.3% | 2026-Q1 |
| VIKING GLOBAL INVESTORS LP added | 6,652,448 | $184M | 1.2% | 2026-Q1 |
| Darwin Global Management, Ltd. new | 6,797,300 | $180M | 1.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 6,298,000 | $174M | 1.1% | 2026-Q1 |
| Invesco Ltd. added | 6,251,702 | $173M | 1.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 5,934,200 | $161M | 1.1% | 2026-Q1 |
| Rubric Capital Management LP trimmed | 5,000,000 | $138M | 0.9% | 2026-Q1 |
| BAKER BROS. ADVISORS LP trimmed | 4,867,723 | $135M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 3,520,452 | $98M | 0.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,457,448 | $96M | 0.6% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 3,450,904 | $96M | 0.6% | 2026-Q1 |
| ADAR1 Capital Management, LLC trimmed | 3,285,906 | $91M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 3,163,821 | $88M | 0.6% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 3,095,448 | $86M | 0.6% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 2,982,799 | $83M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 2,811,121 | $78M | 0.5% | 2026-Q1 |
| Affinity Asset Advisors, LLC added | 2,800,000 | $78M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 2,735,824 | $76M | 0.5% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 2,673,233 | $74M | 0.5% | 2026-Q1 |
| SB INVESTMENT ADVISERS (UK) LTD trimmed | 2,671,732 | $74M | 0.5% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 2,516,353 | $70M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 2,515,998 | $70M | 0.5% | 2026-Q1 |
| BlackBarn Capital Partners LP trimmed | 2,285,117 | $63M | 0.4% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 2,246,943 | $62M | 0.4% | 2026-Q1 |
| DME Capital Management, LP added | 2,152,669 | $60M | 0.4% | 2026-Q1 |
| Clearbridge Investments, LLC added | 2,005,565 | $56M | 0.4% | 2026-Q1 |
| Candriam S.C.A. trimmed | 2,001,976 | $55M | 0.4% | 2026-Q1 |
| Integral Health Asset Management, LLC added | 2,000,000 | $55M | 0.4% | 2026-Q1 |
| Nuveen, LLC trimmed | 1,955,046 | $54M | 0.4% | 2026-Q1 |
| Woodline Partners LP | 1,750,017 | $48M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,741,480 | $48M | 0.3% | 2026-Q1 |
| NORGES BANK trimmed | 4,581,820 | $46M | 0.3% | 2026-Q1 |
| MAVERICK CAPITAL LTD new | 1,626,940 | $45M | 0.3% | 2026-Q1 |
| PENN DAVIS MCFARLAND INC trimmed | 1,592,623 | $44M | 0.3% | 2026-Q1 |
| Polar Capital Holdings Plc trimmed | 1,578,308 | $44M | 0.3% | 2026-Q1 |
| CITIGROUP INC trimmed | 1,536,110 | $43M | 0.3% | 2026-Q1 |
| Amundi added | 1,480,970 | $41M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,537,519 | $41M | 0.3% | 2026-Q1 |
| Whitefort Capital Management, LP trimmed | 1,419,000 | $39M | 0.3% | 2026-Q1 |
| Gotham Asset Management, LLC added | 1,416,091 | $39M | 0.3% | 2026-Q1 |
| BARCLAYS PLC added | 1,415,848 | $39M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 1,392,748 | $39M | 0.3% | 2026-Q1 |
| Parkside Financial Bank & Trust added | 1,329,164 | $37M | 0.2% | 2026-Q1 |
| BANK OF NOVA SCOTIA trimmed | 1,310,387 | $36M | 0.2% | 2026-Q1 |
| First Turn Management, LLC added | 1,190,118 | $33M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 1,113,266 | $31M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 1,020,707 | $28M | 0.2% | 2026-Q1 |
| Ensign Peak Advisors, Inc added | 1,018,842 | $28M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 1,005,533 | $28M | 0.2% | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC added | 925,186 | $26M | 0.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 921,873 | $26M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 890,900 | $25M | 0.2% | 2026-Q1 |
| Davern Capital Partners, LP trimmed | 873,398 | $24M | 0.2% | 2026-Q1 |
| Man Group plc trimmed | 852,204 | $24M | 0.2% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 827,454 | $23M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 803,801 | $22M | 0.1% | 2026-Q1 |
| Cormorant Asset Management, LP new | 750,000 | $21M | 0.1% | 2026-Q1 |
| Swiss National Bank added | 743,446 | $21M | 0.1% | 2026-Q1 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC new | 725,000 | $20M | 0.1% | 2026-Q1 |
| TD Asset Management Inc added | 715,282 | $20M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 707,171 | $20M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 699,137 | $19M | 0.1% | 2026-Q1 |
| California Public Employees Retirement System new | 691,463 | $19M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 678,518 | $19M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 640,923 | $18M | 0.1% | 2026-Q1 |
| Dorsey Wright & Associates added | 577,147 | $16M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 561,307 | $16M | 0.1% | 2026-Q1 |
| Retirement Systems of Alabama added | 552,771 | $15M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 676,344 | $15M | 0.1% | 2026-Q1 |
| Sofinnova Investments, Inc. trimmed | 477,995 | $13M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 41,445,404 | $899M | 5.9% | 2025-Q4 stale |
| Anchorage Capital Group, L.L.C. | 4,832,642 | $54M | 0.4% | 2025-Q2 stale |
| ORBIMED ADVISORS LLC trimmed | 2,190,907 | $48M | 0.3% | 2025-Q4 stale |
| TOMS Capital Investment Management LP trimmed | 4,095,000 | $41M | 0.3% | 2025-Q1 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 1,672,720 | $36M | 0.2% | 2025-Q4 stale |
| Pertento Partners LLP trimmed | 3,104,361 | $35M | 0.2% | 2025-Q2 stale |
| PointState Capital LP trimmed | 1,791,440 | $27M | 0.2% | 2025-Q3 stale |
| Tyro Capital Management LLC added | 2,465,377 | $25M | 0.2% | 2025-Q1 stale |
| LOOMIS SAYLES & CO L P trimmed | 2,105,409 | $24M | 0.2% | 2025-Q2 stale |
| Verition Fund Management LLC added | 728,997 | $16M | 0.1% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 943,163 | $14M | 0.1% | 2025-Q3 stale |
| FOURSIXTHREE CAPITAL LP added | 938,175 | $14M | 0.1% | 2025-Q3 stale |
| TORONTO DOMINION BANK new | 631,004 | $14M | 0.1% | 2025-Q4 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.