Institutional Ownership Spdr S&P Kensho Final Frontier (ROKT)
This table provides information about the institutional ownership of Spdr S&P Kensho Final Frontier (ROKT). We have compiled data on the 11 institutions that hold shares in the stock, with a total of 27,157 shares, which have been reported (via 13F filing form) to have a value of $2.07 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Jan 21, 2026 Q4 2025 |
16,787
shares
|
$1.28 Million
0.31% of portfolio
|
Q4 2025
Added 18.04%
|
|
|
Wealthfront Advisers LLC
|
Jan 30, 2026 Q4 2025 |
2,599
shares
|
$198,173
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 29, 2026 Q4 2025 |
2,354
shares
|
$179,492
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,889
shares
|
$144,036
0.0% of portfolio
|
Q3 2025
Added 30.46%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
1,500
shares
|
$114,375
0.05% of portfolio
|
Q4 2023
Reduced 25.93%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
800
shares
|
$61,000
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
661
shares
|
$50,401
0.0% of portfolio
|
Q2 2021
Reduced 0.61%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jan 30, 2026 Q4 2025 |
355
shares
|
$27,068
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
212
shares
|
$16,165
0.0% of portfolio
|
Q3 2025
Reduced 15.54%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|