Who owns ROUS (ROUS)
Which tracked institutional funds hold ROUS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ROUS 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
13 tracked funds added or opened ROUS while 9 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
ROUS’s largest tracked holder by dollar value, NorthRock Partners, LLC, sizes it at 1.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ROUS 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 64 tracked filers holding ROUS, 31 increased or opened the position and 29 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 ROUS 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 2
- &PARTNERS$2M
- Arkadios Wealth Advisors$776K
Full exits 1
- Main Street Financial Solutions, LLC$2M
Largest adds
- Kingsview Wealth Management, LLC$10M
- RAYMOND JAMES FINANCIAL INC$6M
- ROYAL BANK OF CANADA$5M
- LPL Financial LLC$4M
- JONES FINANCIAL COMPANIES LLLP$3M
- HARBOUR INVESTMENTS, INC.$2M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8M
- Mariner, LLC$6M
- NewEdge Advisors, LLC$3M
- NorthRock Partners, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- CITADEL ADVISORS LLC$984K
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 |
|---|---|---|---|---|
| NorthRock Partners, LLC trimmed | 1,274,569 | $75M | 19.9% | 2026-Q1 |
| Hartford Funds Management Co LLC trimmed | 866,177 | $51M | 13.6% | 2026-Q1 |
| LPL Financial LLC added | 724,779 | $43M | 11.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 449,820 | $27M | 7.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 341,012 | $20M | 5.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 301,870 | $18M | 4.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 197,415 | $12M | 3.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 181,332 | $11M | 2.8% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 177,876 | $11M | 2.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 164,457 | $10M | 2.5% | 2026-Q1 |
| Western Wealth Management, LLC added | 150,426 | $9M | 2.4% | 2026-Q1 |
| Fermata Advisors, LLC added | 124,610 | $7M | 1.9% | 2026-Q1 |
| Cetera Investment Advisers added | 99,961 | $6M | 1.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 87,438 | $5M | 1.4% | 2026-Q1 |
| Marshall Financial Group, LLC trimmed | 84,511 | $5M | 1.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 78,495 | $5M | 1.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 71,055 | $4M | 1.1% | 2026-Q1 |
| Vista Cima Wealth Management LLC trimmed | 62,051 | $4M | 1.0% | 2026-Q1 |
| UBS Group AG trimmed | 55,507 | $3M | 0.9% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 52,127 | $3M | 0.8% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 51,331 | $3M | 0.8% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 51,061 | $3M | 0.8% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 38,420 | $2M | 0.6% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 37,784 | $2M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 37,650 | $2M | 0.6% | 2026-Q1 |
| WCG Wealth Advisors LLC | 30,831 | $2M | 0.5% | 2026-Q1 |
| Golden Bell Financial Planning LLC trimmed | 29,299 | $2M | 0.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 28,385 | $2M | 0.4% | 2026-Q1 |
| Mariner, LLC trimmed | 26,296 | $2M | 0.4% | 2026-Q1 |
| &PARTNERS new | 26,104 | $2M | 0.4% | 2026-Q1 |
| First PREMIER Bank | 21,400 | $1M | 0.3% | 2026-Q1 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added | 20,603 | $1M | 0.3% | 2026-Q1 |
| Wagner Wealth Management, LLC added | 19,560 | $1M | 0.3% | 2026-Q1 |
| Van Hulzen Asset Management, LLC added | 17,848 | $1M | 0.3% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 16,029 | $946K | 0.3% | 2026-Q1 |
| Arkadios Wealth Advisors new | 13,146 | $776K | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 10,413 | $615K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,854 | $582K | 0.2% | 2026-Q1 |
| IEQ CAPITAL, LLC | 9,447 | $558K | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. added | 9,158 | $541K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance added | 7,510 | $443K | 0.1% | 2026-Q1 |
| RAM Investment Partners, LLC | 6,681 | $394K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 6,265 | $370K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 6,198 | $366K | 0.1% | 2026-Q1 |
| Henderson Brothers Financial Partners, LLC trimmed | 6,160 | $364K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 5,356 | $316K | 0.1% | 2026-Q1 |
| Summit Financial, LLC added | 4,710 | $278K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 4,294 | $254K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 4,262 | $252K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 3,586 | $212K | 0.1% | 2026-Q1 |
| UMB Bank, n.a. | 2,650 | $156K | 0.0% | 2026-Q1 |
| FMR LLC trimmed | 2,604 | $154K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 2,146 | $127K | 0.0% | 2026-Q1 |
| Allworth Financial LP added | 2,020 | $119K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 1,572 | $94K | 0.0% | 2026-Q1 |
| Medallion Wealth Advisors, LLC | 1,393 | $82K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 69,954 | $70K | 0.0% | 2026-Q1 |
| ASSETMARK, INC | 1,000 | $59K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO new | 658 | $38K | 0.0% | 2026-Q1 |
| VANGUARD ADVISERS INC new | 622 | $37K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 388 | $23K | 0.0% | 2026-Q1 |
| Quest 10 Wealth Builders, Inc. | 350 | $21K | 0.0% | 2026-Q1 |
| CWM, LLC | 315 | $19K | 0.0% | 2026-Q1 |
| Sound Income Strategies, LLC | 83 | $5K | 0.0% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 85,364 | $5M | 1.2% | 2025-Q2 stale |
| BRASS TAX WEALTH MANAGEMENT, INC trimmed | 54,254 | $3M | 0.8% | 2025-Q3 stale |
| Good Life Advisors, LLC trimmed | 36,816 | $2M | 0.5% | 2025-Q2 stale |
| Main Street Financial Solutions, LLC added | 29,436 | $2M | 0.5% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 16,544 | $888K | 0.2% | 2025-Q2 stale |
| Envestnet Portfolio Solutions, Inc. new | 12,135 | $652K | 0.2% | 2025-Q2 stale |
| J.W. COLE ADVISORS, INC. added | 6,684 | $386K | 0.1% | 2025-Q4 stale |
| Kathleen S. Wright Associates Inc. | 6,200 | $356K | 0.1% | 2025-Q3 stale |
| Harborfront Financial Group LLC new | 5,659 | $327K | 0.1% | 2025-Q4 stale |
| Integrated Wealth Concepts LLC new | 5,870 | $298K | 0.1% | 2025-Q1 stale |
| JANE STREET GROUP, LLC added | 5,795 | $294K | 0.1% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC trimmed | 4,722 | $271K | 0.1% | 2025-Q3 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 3,824 | $227K | 0.1% | 2025-Q4 stale |
| Sovran Advisors, LLC trimmed | 4,702 | $226K | 0.1% | 2025-Q1 stale |
| Mission Financial Group, LLC trimmed | 3,819 | $225K | 0.1% | 2025-Q1 stale |
| Lido Advisors, LLC new | 3,537 | $204K | 0.1% | 2025-Q4 stale |
| Global Retirement Partners, LLC trimmed | 1,915 | $110K | 0.0% | 2025-Q4 stale |
| OPTIMA CAPITAL LLC new | 1,741 | $100K | 0.0% | 2025-Q4 stale |
| Keystone Financial Group new | 1,618 | $93K | 0.0% | 2025-Q3 stale |
| Advisory Services Network, LLC trimmed | 115 | $7K | 0.0% | 2025-Q3 stale |
| Fourth Dimension Wealth, LLC | 100 | $5K | 0.0% | 2025-Q1 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.