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Funds Holding ROAM

On this page, we present all of the funds holding ROAM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding ROAM, with a link to that fund's top holdings. The next columns indicate the amount of ROAM stock held by each of the funds holding ROAM, followed by the ROAM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 23 funds holding ROAM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wells Fargo & Company MN. For more details on the positions held by Wells Fargo & Company MN (or by any of the other funds holding ROAM), click the fund name in the "Holder" column of the funds-holding-ROAM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Wells Fargo & Company MN98,027$2,192 12/31/2023
     ROAM98,027$2,192 12/31/2023
Jane Street Group LLC78,384$1,752 12/31/2023
     ROAM78,384$1,752 12/31/2023
Susquehanna International Group LLP66,533$1,488 12/31/2023
     ROAM66,533$1,488 12/31/2023
Scarborough Advisors LLC60,030$1,342 12/31/2023
     ROAM60,030$1,342 12/31/2023
Envestnet Asset Management Inc.53,669$1,200 12/31/2023
     ROAM53,669$1,200 12/31/2023
Mercer Global Advisors Inc. ADV53,315$1,192 12/31/2023
     ROAM53,315$1,192 12/31/2023
Resource Planning Group53,315$1,192 12/31/2023
     ROAM53,315$1,192 12/31/2023
GTS Securities LLC50,228$1,123 12/31/2023
     ROAM50,228$1,123 12/31/2023
OLD Mission Capital LLC49,246$1,101 12/31/2023
     ROAM49,246$1,101 12/31/2023
Citadel Advisors LLC15,038$336 12/31/2023
     ROAM15,038$336 12/31/2023
Flow Traders U.S. LLC14,894$333 12/31/2023
     ROAM14,894$333 12/31/2023
Raymond James Financial Services Advisors Inc.13,819$322 03/31/2024
     ROAM13,819$322 03/31/2024
LPL Financial LLC13,914$311 12/31/2023
     ROAM13,914$311 12/31/2023
Coldstream Capital Management Inc.13,846$310 12/31/2023
     ROAM13,846$310 12/31/2023
Dynamic Advisor Solutions LLC12,495$291 03/31/2024
     ROAM12,495$291 03/31/2024
Royal Bank of Canada13,000$291 12/31/2023
     ROAM13,000$291 12/31/2023
Cambridge Investment Research Advisors Inc.11,112$259 03/31/2024
     ROAM11,112$259 03/31/2024
Financial Advocates Investment Management9,297$208 12/31/2023
     ROAM9,297$208 12/31/2023
Advisor Group Holdings Inc.1,599$36 12/31/2023
     ROAM1,599$36 12/31/2023
Wagner Wealth Management LLC1,442$34 03/31/2024
     ROAM1,442$34 03/31/2024
UBS Group AG1,537$34 12/31/2023
     ROAM1,537$34 12/31/2023
Householder Group Estate & Retirement Specialist LLC1,080$24 12/31/2023
     ROAM1,080$24 12/31/2023
Comerica Bank224$5 12/31/2023
     ROAM224$5 12/31/2023
Proequities Inc.0$0 12/31/2023
     ROAM0$0 12/31/2023

See Summary: Institutional Holders of ROAM
See Details: Top 10 Hedge Funds Holding ROAM
Also See: ROAM Holdings Changes

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