Who owns ROM
Which tracked institutional funds hold ROM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ROM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-27). 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 ROM is one-sided between 2026-Q1 and 2026-Q2: 25 added or opened and 3 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
ROM’s largest tracked holder by dollar value, Runnymede Capital Advisors, Inc., sizes it at 14.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 14.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ROM 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 73 tracked filers holding ROM, 28 increased or opened the position and 22 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 ROM 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
- Vise Technologies, Inc.$1M
- CITADEL ADVISORS LLC$653K
- Quadrature Capital Ltd$635K
- IMC-Chicago, LLC$546K
Full exits 3
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- HighTower Advisors, LLC$676K
- JANE STREET GROUP, LLC$568K
Largest adds
- Runnymede Capital Advisors, Inc.$12M
- Gotham Asset Management, LLC$10M
- Tyche Wealth Partners LLC$6M
- HARBOUR INVESTMENTS, INC.$2M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- Creative Planning$1M
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 |
|---|---|---|---|---|
| Runnymede Capital Advisors, Inc. trimmed | 151,874 | $24M | 22.1% | 2026-Q2 |
| Gotham Asset Management, LLC | 127,157 | $20M | 18.5% | 2026-Q2 |
| Tyche Wealth Partners LLC trimmed | 77,467 | $12M | 11.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 30,951 | $5M | 4.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC | 20,540 | $3M | 3.0% | 2026-Q2 |
| Creative Planning trimmed | 19,629 | $3M | 2.9% | 2026-Q2 |
| Kestra Advisory Services, LLC | 18,160 | $3M | 2.6% | 2026-Q2 |
| Dale Q Rice Investment Management Ltd | 14,500 | $2M | 2.1% | 2026-Q2 |
| Mariner, LLC added | 14,082 | $2M | 2.1% | 2026-Q2 |
| Retirement Planning Co of New England, Inc. trimmed | 12,570 | $2M | 1.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 10,588 | $2M | 1.5% | 2026-Q2 |
| Waverly Advisors, LLC | 8,272 | $1M | 1.2% | 2026-Q2 |
| Vise Technologies, Inc. new | 7,431 | $1M | 1.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 6,750 | $1M | 1.0% | 2026-Q2 |
| Sequoia Financial Advisors, LLC | 6,400 | $993K | 0.9% | 2026-Q2 |
| McGuire Investment Group, LLC | 4,600 | $714K | 0.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,580 | $711K | 0.7% | 2026-Q2 |
| Discipline Wealth Solutions, LLC | 4,320 | $670K | 0.6% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 4,233 | $657K | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 4,209 | $653K | 0.6% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 4,094 | $635K | 0.6% | 2026-Q2 |
| Clearwater Capital Advisors, LLC | 4,031 | $626K | 0.6% | 2026-Q2 |
| Shepherd Financial Partners LLC trimmed | 3,844 | $597K | 0.6% | 2026-Q2 |
| Parcion Private Wealth LLC | 3,750 | $582K | 0.5% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC trimmed | 3,743 | $581K | 0.5% | 2026-Q2 |
| Chicago Partners Investment Group LLC | 4,234 | $571K | 0.5% | 2026-Q2 |
| IMC-Chicago, LLC new | 3,520 | $546K | 0.5% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. | 3,358 | $521K | 0.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 3,341 | $519K | 0.5% | 2026-Q2 |
| BRAVE ASSET MANAGEMENT INC trimmed | 3,000 | $466K | 0.4% | 2026-Q2 |
| River Wealth Advisors LLC | 5,851 | $459K | 0.4% | 2026-Q2 |
| Lido Advisors, LLC | 2,949 | $458K | 0.4% | 2026-Q2 |
| OPPENHEIMER & CO INC | 2,800 | $435K | 0.4% | 2026-Q2 |
| APS Management Group, Inc. added | 2,469 | $383K | 0.4% | 2026-Q2 |
| Clarity Financial LLC trimmed | 2,416 | $375K | 0.4% | 2026-Q2 |
| Savant Capital, LLC new | 3,164 | $370K | 0.3% | 2026-Q2 |
| Independent Wealth Network Inc. trimmed | 2,203 | $342K | 0.3% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC new | 2,162 | $336K | 0.3% | 2026-Q2 |
| Integrated Advisors Network LLC trimmed | 2,101 | $326K | 0.3% | 2026-Q2 |
| KANAWHA CAPITAL MANAGEMENT LLC trimmed | 2,036 | $316K | 0.3% | 2026-Q2 |
| NWAM LLC trimmed | 2,000 | $310K | 0.3% | 2026-Q2 |
| Marshall & Sterling Wealth Advisors Inc. | 1,645 | $255K | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC new | 1,600 | $248K | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC new | 1,570 | $244K | 0.2% | 2026-Q2 |
| Valeo Financial Advisors, LLC new | 1,545 | $240K | 0.2% | 2026-Q2 |
| GRIFFIN ASSET MANAGEMENT, INC. new | 1,542 | $239K | 0.2% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD new | 1,500 | $233K | 0.2% | 2026-Q2 |
| Hilltop Partners LLC new | 1,458 | $226K | 0.2% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC | 1,407 | $218K | 0.2% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT new | 1,294 | $201K | 0.2% | 2026-Q2 |
| Bluespring Wealth Management, LLC new | 1,290 | $200K | 0.2% | 2026-Q2 |
| IFP Advisors, Inc | 1,000 | $155K | 0.1% | 2026-Q2 |
| Aventura Private Wealth, LLC | 800 | $124K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 680 | $106K | 0.1% | 2026-Q2 |
| Truvestments Capital LLC | 616 | $96K | 0.1% | 2026-Q2 |
| UBS Group AG added | 436 | $68K | 0.1% | 2026-Q2 |
| LRI Investments, LLC | 401 | $62K | 0.1% | 2026-Q2 |
| Private Wealth Asset Management, LLC | 400 | $62K | 0.1% | 2026-Q2 |
| Physician Wealth Advisors, Inc. | 400 | $62K | 0.1% | 2026-Q2 |
| TUCKER ASSET MANAGEMENT LLC added | 265 | $41K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 234 | $36K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO | 165 | $24K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 150 | $23K | 0.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC | 100 | $16K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC new | 72 | $11K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA | 64 | $10K | 0.0% | 2026-Q2 |
| Beacon Capital Management, Inc. trimmed | 29 | $5K | 0.0% | 2026-Q2 |
| Tradewinds Capital Management, LLC new | 25 | $4K | 0.0% | 2026-Q2 |
| Kilter Group LLC | 16 | $2K | 0.0% | 2026-Q2 |
| TOTH FINANCIAL ADVISORY CORP | 15 | $2K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1 | $173 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $119 | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 0 | $7 | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 13,020 | $1M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC | 8,623 | $676K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 7,243 | $568K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP trimmed | 5,588 | $438K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Tower Research Capital LLC (TRC) trimmed | 2,047 | $160K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| SIMPLEX TRADING, LLC trimmed | 194 | $15K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC | 73 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Qube Research & Technologies Ltd trimmed | 36 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Capital Investment Advisory Services, LLC trimmed | 20 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| WealthCare Asset Management, LLC new | 31,564 | $3M | 2.8% | 2025-Q4 stale (2 quarters behind) |
| Cerity Partners LLC | 6,400 | $604K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| Atria Investments, Inc new | 2,654 | $250K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 2,213 | $209K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| GROUP ONE TRADING LLC new | 272 | $26K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SIGNATUREFD, LLC | 200 | $19K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Wealth Watch Advisors, INC | 88 | $8K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,622 | $336K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| CIBC Private Wealth Group LLC | 160 | $15K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 31 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Freedom Investment Management, Inc. added | 11,503 | $876K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| Smith Anglin Financial, LLC added | 4,005 | $305K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Allworth Financial LP new | 200 | $15K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.