Who owns ROSC
Which tracked institutional funds hold ROSC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ROSC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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 ROSC is one-sided between 2026-Q1 and 2026-Q2: 4 added or opened and 1 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
ROSC’s largest tracked holder by dollar value, Blueprint Investment Partners LLC, sizes it at 1.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ROSC 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 27 tracked filers holding ROSC, 16 increased or opened the position and 10 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 ROSC 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 1
- JANE STREET GROUP, LLC$871K
Largest adds
- Blueprint Investment Partners LLC$3M
- Blueprint Financial Advisors LLC$3M
- LPL Financial LLC$3M
Largest trims
- Gateway Wealth Partners, LLC$542K
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 |
|---|---|---|---|---|
| Blueprint Investment Partners LLC added | 295,550 | $17M | 30.1% | 2026-Q2 |
| Blueprint Financial Advisors LLC added | 295,550 | $17M | 30.1% | 2026-Q2 |
| LPL Financial LLC added | 200,905 | $11M | 20.5% | 2026-Q2 |
| Solano Wealth Investment Advisors LLC trimmed | 27,031 | $2M | 2.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 17,943 | $1M | 1.8% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 15,574 | $871K | 1.6% | 2026-Q2 |
| Strategic Blueprint, LLC added | 13,053 | $730K | 1.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 12,761 | $714K | 1.3% | 2026-Q2 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added | 10,574 | $592K | 1.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,589 | $536K | 1.0% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 8,023 | $449K | 0.8% | 2026-Q2 |
| ATLas Financial Planning LLC trimmed | 7,701 | $431K | 0.8% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 7,561 | $423K | 0.8% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 6,255 | $350K | 0.6% | 2026-Q2 |
| NORTHWEST WEALTH MANAGEMENT, LLC added | 5,746 | $321K | 0.6% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 5,745 | $321K | 0.6% | 2026-Q2 |
| Mariner, LLC | 4,842 | $271K | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 4,568 | $256K | 0.5% | 2026-Q2 |
| Golden Bell Financial Planning LLC trimmed | 4,340 | $243K | 0.4% | 2026-Q2 |
| Advisors Preferred, LLC new | 4,072 | $227K | 0.4% | 2026-Q2 |
| Wagner Wealth Management, LLC added | 1,770 | $99K | 0.2% | 2026-Q2 |
| Capital Investment Advisory Services, LLC new | 1,561 | $87K | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 1,268 | $71K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 902 | $50K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 80 | $4K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1 | $71 | 0.0% | 2026-Q2 |
| FMR LLC | 1 | $56 | 0.0% | 2026-Q2 |
| Van Hulzen Asset Management, LLC added | 4,201 | $203K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 133 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MORGAN STANLEY | 1 | $62 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Stratos Wealth Partners, LTD. trimmed | 12,289 | $559K | 1.0% | 2025-Q3 stale (3 quarters behind) |
| Kathleen S. Wright Associates Inc. added | 4,842 | $220K | 0.4% | 2025-Q3 stale (3 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.