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Institutional Ownership · SEC Form 13F

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.

64
Institutional holders
6,190,884
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
NorthRock Partners, LLC trimmed1,274,569$75M19.9%2026-Q1
Hartford Funds Management Co LLC trimmed866,177$51M13.6%2026-Q1
LPL Financial LLC added724,779$43M11.3%2026-Q1
MORGAN STANLEY trimmed449,820$27M7.0%2026-Q1
RAYMOND JAMES FINANCIAL INC added341,012$20M5.3%2026-Q1
AMERIPRISE FINANCIAL INC added301,870$18M4.7%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed197,415$12M3.1%2026-Q1
ROYAL BANK OF CANADA added181,332$11M2.8%2026-Q1
Kingsview Wealth Management, LLC added177,876$11M2.8%2026-Q1
JONES FINANCIAL COMPANIES LLLP added164,457$10M2.5%2026-Q1
Western Wealth Management, LLC added150,426$9M2.4%2026-Q1
Fermata Advisors, LLC added124,610$7M1.9%2026-Q1
Cetera Investment Advisers added99,961$6M1.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added87,438$5M1.4%2026-Q1
Marshall Financial Group, LLC trimmed84,511$5M1.3%2026-Q1
WELLS FARGO & COMPANY/MN added78,495$5M1.2%2026-Q1
Rockefeller Capital Management L.P. added71,055$4M1.1%2026-Q1
Vista Cima Wealth Management LLC trimmed62,051$4M1.0%2026-Q1
UBS Group AG trimmed55,507$3M0.9%2026-Q1
HARBOUR INVESTMENTS, INC. added52,127$3M0.8%2026-Q1
Waverly Advisors, LLC trimmed51,331$3M0.8%2026-Q1
COLDSTREAM CAPITAL MANAGEMENT INC trimmed51,061$3M0.8%2026-Q1
Janney Montgomery Scott LLC added38,420$2M0.6%2026-Q1
Stratos Wealth Partners, LTD. added37,784$2M0.6%2026-Q1
OSAIC HOLDINGS, INC. trimmed37,650$2M0.6%2026-Q1
WCG Wealth Advisors LLC30,831$2M0.5%2026-Q1
Golden Bell Financial Planning LLC trimmed29,299$2M0.5%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed28,385$2M0.4%2026-Q1
Mariner, LLC trimmed26,296$2M0.4%2026-Q1
&PARTNERS new26,104$2M0.4%2026-Q1
First PREMIER Bank21,400$1M0.3%2026-Q1
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added20,603$1M0.3%2026-Q1
Wagner Wealth Management, LLC added19,560$1M0.3%2026-Q1
Van Hulzen Asset Management, LLC added17,848$1M0.3%2026-Q1
Gladstone Institutional Advisory LLC trimmed16,029$946K0.3%2026-Q1
Arkadios Wealth Advisors new13,146$776K0.2%2026-Q1
Sanctuary Advisors, LLC trimmed10,413$615K0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed9,854$582K0.2%2026-Q1
IEQ CAPITAL, LLC9,447$558K0.1%2026-Q1
Baird Financial Group, Inc. added9,158$541K0.1%2026-Q1
Independent Advisor Alliance added7,510$443K0.1%2026-Q1
RAM Investment Partners, LLC6,681$394K0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed6,265$370K0.1%2026-Q1
Private Advisor Group, LLC trimmed6,198$366K0.1%2026-Q1
Henderson Brothers Financial Partners, LLC trimmed6,160$364K0.1%2026-Q1
STIFEL FINANCIAL CORP trimmed5,356$316K0.1%2026-Q1
Summit Financial, LLC added4,710$278K0.1%2026-Q1
Steward Partners Investment Advisory, LLC added4,294$254K0.1%2026-Q1
HighTower Advisors, LLC trimmed4,262$252K0.1%2026-Q1
CITADEL ADVISORS LLC trimmed3,586$212K0.1%2026-Q1
UMB Bank, n.a.2,650$156K0.0%2026-Q1
FMR LLC trimmed2,604$154K0.0%2026-Q1
Russell Investments Group, Ltd. added2,146$127K0.0%2026-Q1
Allworth Financial LP added2,020$119K0.0%2026-Q1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed1,572$94K0.0%2026-Q1
Medallion Wealth Advisors, LLC1,393$82K0.0%2026-Q1
NewEdge Advisors, LLC added69,954$70K0.0%2026-Q1
ASSETMARK, INC1,000$59K0.0%2026-Q1
JPMORGAN CHASE & CO new658$38K0.0%2026-Q1
VANGUARD ADVISERS INC new622$37K0.0%2026-Q1
Farther Finance Advisors, LLC388$23K0.0%2026-Q1
Quest 10 Wealth Builders, Inc.350$21K0.0%2026-Q1
CWM, LLC315$19K0.0%2026-Q1
Sound Income Strategies, LLC83$5K0.0%2026-Q1
AVANTAX ADVISORY SERVICES, INC. trimmed85,364$5M1.2%2025-Q2 stale
BRASS TAX WEALTH MANAGEMENT, INC trimmed54,254$3M0.8%2025-Q3 stale
Good Life Advisors, LLC trimmed36,816$2M0.5%2025-Q2 stale
Main Street Financial Solutions, LLC added29,436$2M0.5%2025-Q4 stale
Atria Wealth Solutions, Inc. added16,544$888K0.2%2025-Q2 stale
Envestnet Portfolio Solutions, Inc. new12,135$652K0.2%2025-Q2 stale
J.W. COLE ADVISORS, INC. added6,684$386K0.1%2025-Q4 stale
Kathleen S. Wright Associates Inc.6,200$356K0.1%2025-Q3 stale
Harborfront Financial Group LLC new5,659$327K0.1%2025-Q4 stale
Integrated Wealth Concepts LLC new5,870$298K0.1%2025-Q1 stale
JANE STREET GROUP, LLC added5,795$294K0.1%2025-Q1 stale
GOLDMAN SACHS GROUP INC trimmed4,722$271K0.1%2025-Q3 stale
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added3,824$227K0.1%2025-Q4 stale
Sovran Advisors, LLC trimmed4,702$226K0.1%2025-Q1 stale
Mission Financial Group, LLC trimmed3,819$225K0.1%2025-Q1 stale
Lido Advisors, LLC new3,537$204K0.1%2025-Q4 stale
Global Retirement Partners, LLC trimmed1,915$110K0.0%2025-Q4 stale
OPTIMA CAPITAL LLC new1,741$100K0.0%2025-Q4 stale
Keystone Financial Group new1,618$93K0.0%2025-Q3 stale
Advisory Services Network, LLC trimmed115$7K0.0%2025-Q3 stale
Fourth Dimension Wealth, LLC100$5K0.0%2025-Q1 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership