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-Q1 13F filings (latest filed 2026-05-15). 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 2025-Q4 and 2026-Q1: 6 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 Financial Advisors LLC, sizes it at 1.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.9pp 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 2025-Q4 and 2026-Q1, across 24 tracked filers holding ROSC, 15 increased or opened the position and 8 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 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 4
- Blueprint Investment Partners LLC$13M
- Blueprint Financial Advisors LLC$13M
- RAYMOND JAMES FINANCIAL INC$892K
- Strategic Blueprint, LLC$605K
Full exits 1
- CITADEL ADVISORS LLC$756K
Largest adds
- LPL Financial LLC$840K
- Gateway Wealth Partners, LLC$528K
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 Financial Advisors LLC new | 270,887 | $13M | 29.3% | 2026-Q1 |
| Blueprint Investment Partners LLC new | 270,887 | $13M | 29.3% | 2026-Q1 |
| LPL Financial LLC added | 178,665 | $9M | 19.3% | 2026-Q1 |
| Solano Wealth Investment Advisors LLC trimmed | 27,208 | $1M | 2.9% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 20,520 | $991K | 2.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 18,470 | $892K | 2.0% | 2026-Q1 |
| Private Advisor Group, LLC added | 12,955 | $626K | 1.4% | 2026-Q1 |
| Strategic Blueprint, LLC new | 12,526 | $605K | 1.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,041 | $533K | 1.2% | 2026-Q1 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. trimmed | 10,415 | $503K | 1.1% | 2026-Q1 |
| ATLas Financial Planning LLC | 8,739 | $422K | 0.9% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 7,149 | $345K | 0.8% | 2026-Q1 |
| NORTHWEST WEALTH MANAGEMENT, LLC added | 5,722 | $276K | 0.6% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 5,722 | $276K | 0.6% | 2026-Q1 |
| Mariner, LLC trimmed | 4,842 | $234K | 0.5% | 2026-Q1 |
| Golden Bell Financial Planning LLC | 4,635 | $224K | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 4,619 | $223K | 0.5% | 2026-Q1 |
| Van Hulzen Asset Management, LLC added | 4,201 | $203K | 0.5% | 2026-Q1 |
| Wagner Wealth Management, LLC added | 1,768 | $85K | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 1,268 | $61K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 902 | $44K | 0.1% | 2026-Q1 |
| UBS Group AG added | 133 | $6K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 79 | $4K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 0 | $15 | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 16,090 | $756K | 1.7% | 2025-Q4 stale |
| Stratos Wealth Partners, LTD. trimmed | 12,289 | $559K | 1.3% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 8,621 | $405K | 0.9% | 2025-Q4 stale |
| Kathleen S. Wright Associates Inc. added | 4,842 | $220K | 0.5% | 2025-Q3 stale |
| MORGAN STANLEY | 1 | $62 | 0.0% | 2025-Q4 stale |
| FMR LLC new | 1 | $45 | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.