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Security record

ROCQ

name pending profile ingest

Q2 2026 Q1 2026
7Tracked holders
+5Δ holders
2.14MShares held
$121.69MReported value
+6New positions
−1Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +5.4% · net new positions +20.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 7 +5 2.14M $121.69M +6 −1
Q1 2026 2 +2 2.03M $96.15M +2
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 JPMorgan Chase 2.01M +0.6% $114.43M 0.0% ▲ Add 2 SEC ↗
2 JPMorgan Chase 2.01M +0.6% $114.43M 0.0% ▲ Add 2 SEC ↗
3 HighTower Advisors, LLC 89.10K New $5.14M 0.0% New 1 SEC ↗
4 Susquehanna International Group, Llp 21.11K New $1.22M 0.0% New 1 SEC ↗
5 Mml Investors Services, Llc 10.15K New $585,249 0.0% New 1 SEC ↗
6 Cetera Investment Advisers 5.18K New $298,482 0.0% New 1 SEC ↗
7 Jones Financial Companies Lllp 364 New $20,345 0.0% New 1 SEC ↗
8 Wells Fargo & Company/Mn 0 New $14 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2 holders, 56.13K shares, $2.74M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API