Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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 ROUS is one-sided between 2026-Q1 and 2026-Q2: 34 added or opened and 7 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
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 2026-Q1 and 2026-Q2, across 67 tracked filers holding ROUS, 45 increased or opened the position and 24 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 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 3
- TWO SIGMA INVESTMENTS, LP$2M
- GOLDMAN SACHS GROUP INC$1M
- AQR CAPITAL MANAGEMENT LLC$538K
Full exits 5
- Janney Montgomery Scott LLC$2M
- First PREMIER Bank$1M
- Van Hulzen Asset Management, LLC$1M
- Arkadios Wealth Advisors$776K
- Baird Financial Group, Inc.$541K
Largest adds
- RAYMOND JAMES FINANCIAL INC$10M
- LPL Financial LLC$10M
- MORGAN STANLEY$9M
- JONES FINANCIAL COMPANIES LLLP$8M
- NorthRock Partners, LLC$7M
- WELLS FARGO & COMPANY/MN$6M
Largest trims
- Kingsview Wealth Management, LLC$7M
- Mariner, LLC$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 |
|---|---|---|---|---|
| NorthRock Partners, LLC trimmed | 1,213,197 | $82M | 17.8% | 2026-Q2 |
| Hartford Funds Management Co LLC trimmed | 801,483 | $54M | 11.8% | 2026-Q2 |
| LPL Financial LLC added | 775,856 | $52M | 11.4% | 2026-Q2 |
| MORGAN STANLEY added | 524,259 | $35M | 7.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 453,416 | $31M | 6.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 287,292 | $19M | 4.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 263,718 | $18M | 3.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 204,467 | $14M | 3.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 182,951 | $12M | 2.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 161,990 | $11M | 2.4% | 2026-Q2 |
| Western Wealth Management, LLC added | 152,422 | $10M | 2.2% | 2026-Q2 |
| Fermata Advisors, LLC trimmed | 122,530 | $8M | 1.8% | 2026-Q2 |
| UBS Group AG added | 111,703 | $8M | 1.6% | 2026-Q2 |
| Cetera Investment Advisers added | 105,346 | $7M | 1.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 101,057 | $7M | 1.5% | 2026-Q2 |
| Marshall Financial Group, LLC added | 85,786 | $6M | 1.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 79,934 | $5M | 1.2% | 2026-Q2 |
| &PARTNERS added | 68,129 | $5M | 1.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 64,399 | $4M | 0.9% | 2026-Q2 |
| Vista Cima Wealth Management LLC added | 62,780 | $4M | 0.9% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 56,433 | $4M | 0.8% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 53,482 | $4M | 0.8% | 2026-Q2 |
| Waverly Advisors, LLC | 51,331 | $3M | 0.8% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 50,985 | $3M | 0.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 48,525 | $3M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 46,803 | $3M | 0.7% | 2026-Q2 |
| Main Street Financial Solutions, LLC added | 43,382 | $3M | 0.6% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 39,440 | $3M | 0.6% | 2026-Q2 |
| WCG Wealth Advisors LLC | 30,831 | $2M | 0.5% | 2026-Q2 |
| Golden Bell Financial Planning LLC trimmed | 28,922 | $2M | 0.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 27,600 | $2M | 0.4% | 2026-Q2 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added | 24,967 | $2M | 0.4% | 2026-Q2 |
| Wagner Wealth Management, LLC added | 19,726 | $1M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 16,967 | $1M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 16,733 | $1M | 0.2% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 13,656 | $920K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 12,127 | $817K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 10,422 | $702K | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC | 9,447 | $637K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 7,976 | $538K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 6,977 | $470K | 0.1% | 2026-Q2 |
| RAM Investment Partners, LLC | 6,681 | $450K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 6,458 | $435K | 0.1% | 2026-Q2 |
| Harborfront Financial Group LLC added | 6,289 | $424K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 6,244 | $421K | 0.1% | 2026-Q2 |
| Perennial Investment Advisors, LLC new | 6,141 | $414K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 5,487 | $370K | 0.1% | 2026-Q2 |
| CITIGROUP INC new | 5,379 | $363K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 4,956 | $334K | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 4,724 | $318K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 4,134 | $277K | 0.1% | 2026-Q2 |
| Total Clarity Wealth Management, Inc. new | 4,053 | $273K | 0.1% | 2026-Q2 |
| Mission Financial Group, LLC added | 3,830 | $258K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 3,471 | $233K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 3,310 | $223K | 0.0% | 2026-Q2 |
| Henderson Brothers Financial Partners, LLC trimmed | 3,097 | $209K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 2,665 | $180K | 0.0% | 2026-Q2 |
| UMB Bank, n.a. | 2,650 | $179K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 2,551 | $172K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 2,152 | $145K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 1,715 | $116K | 0.0% | 2026-Q2 |
| Medallion Wealth Advisors, LLC | 1,393 | $94K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 1,000 | $67K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC trimmed | 577 | $39K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 570 | $38K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 388 | $26K | 0.0% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. added | 351 | $24K | 0.0% | 2026-Q2 |
| Janney Montgomery Scott LLC added | 38,420 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| First PREMIER Bank | 21,400 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Van Hulzen Asset Management, LLC added | 17,848 | $1M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Arkadios Wealth Advisors new | 13,146 | $776K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Baird Financial Group, Inc. added | 9,158 | $541K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance added | 7,510 | $443K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 4,262 | $252K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 3,586 | $212K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 315 | $19K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC | 83 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| OPTIMA CAPITAL LLC new | 1,741 | $100K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BRASS TAX WEALTH MANAGEMENT, INC trimmed | 54,254 | $3M | 0.7% | 2025-Q3 stale (3 quarters behind) |
| Kathleen S. Wright Associates Inc. | 6,200 | $356K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Keystone Financial Group new | 1,618 | $93K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Advisory Services Network, LLC new | 115 | $7K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 85,364 | $5M | 1.0% | 2025-Q2 stale (4 quarters behind) |
| Good Life Advisors, LLC trimmed | 36,816 | $2M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. added | 16,544 | $888K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Envestnet Portfolio Solutions, Inc. new | 12,135 | $652K | 0.1% | 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.