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Funds Holding ROKT

On this page, we present all of the funds holding ROKT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding ROKT, with a link to that fund's top holdings. The next columns indicate the amount of ROKT stock held by each of the funds holding ROKT, followed by the ROKT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 12 funds holding ROKT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Susquehanna International Group LLP. For more details on the positions held by Susquehanna International Group LLP (or by any of the other funds holding ROKT), click the fund name in the "Holder" column of the funds-holding-ROKT table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Susquehanna International Group LLP7,047$315 12/31/2023
     ROKT7,047$315 12/31/2023
Bank of America Corp DE3,944$176 12/31/2023
     ROKT3,944$176 12/31/2023
Optimum Investment Advisors1,500$67 03/31/2024
     ROKT1,500$67 03/31/2024
SYM FINANCIAL Corp1,000$45 12/31/2023
     ROKT1,000$45 12/31/2023
UBS Group AG670$30 12/31/2023
     ROKT670$30 12/31/2023
Morgan Stanley470$21 12/31/2023
     ROKT470$21 12/31/2023
North Star Investment Management Corp.355$16 12/31/2023
     ROKT355$16 12/31/2023
Aptus Capital Advisors LLC200$9 12/31/2023
     ROKT200$9 12/31/2023
Guardian Wealth Advisors LLC NC200$9 12/31/2023
     ROKT200$9 12/31/2023
Harbour Investments Inc.174$8 12/31/2023
     ROKT174$8 12/31/2023
Global Wealth Management Investment Advisory Inc.60$3 12/31/2023
     ROKT60$3 12/31/2023
Wells Fargo & Company MN1$0 12/31/2023
     ROKT1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     ROKT0$0 12/31/2023

See Summary: Institutional Holders of ROKT
See Details: Top 10 Hedge Funds Holding ROKT

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