| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 7.6M | $309.7M | +1.5% | 4.340% | 0.01% |
| 5 | STATE STREET CORP | 7.5M | $306.3M | +4.0% | 4.293% | 0.00% |
| 6 | Invesco Ltd. | 7.2M | $293.2M | -10.1% | 4.110% | 0.02% |
| 7 | BANK OF AMERICA CORP /DE/ | 6.4M | $262.1M | -3.6% | 3.673% | 0.02% |
| 8 | AMERICAN CENTURY COMPANIES INC | 6.1M | $250.0M | +3.7% | 3.503% | 0.11% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 4.9M | $201.3M | +18.9% | 2.821% | 0.01% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 4.9M | $200.6M | -10.8% | 2.811% | 0.04% |
| 11 | SEI INVESTMENTS CO | 4.6M | $186.5M | +3.3% | 2.614% | 0.16% |
| 12 | Neuberger Berman Group LLC | 3.7M | $152.3M | +55.9% | 2.134% | 0.05% |
| 13 | FMR LLC | 3.6M | $146.7M | -13.1% | 2.056% | 0.01% |
| 14 | GOLDMAN SACHS GROUP INC | 2.7M | $109.6M | -15.9% | 1.536% | 0.01% |
| 15 | TWO SIGMA INVESTMENTS, LP | 2.7M | $109.2M | +69.1% | 1.530% | 0.08% |
| 16 | CONGRESS ASSET MANAGEMENT CO | 2.2M | $90.1M | — | 1.263% | 0.55% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.2M | $87.7M | -0.7% | 1.230% | 0.01% |
| 18 | MORGAN STANLEY | 2.2M | $87.6M | -1.6% | 1.228% | 0.00% |
| 19 | FRANKLIN RESOURCES INC | 2.1M | $87.3M | +4.5% | 1.224% | 0.02% |
| 20 | Bank of New York Mellon Corp | 2.1M | $84.5M | +0.4% | 1.184% | 0.01% |
| 21 | NORTHERN TRUST CORP | 2.0M | $83.0M | +6.5% | 1.163% | 0.01% |
| 22 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.8M | $75.2M | -3.5% | 1.054% | 0.09% |
| 23 | RAYMOND JAMES FINANCIAL INC | 1.7M | $68.7M | +36.8% | 0.963% | 0.02% |
| 24 | Energy Income Partners, LLC | 1.4M | $58.5M | +3.1% | 0.820% | 0.92% |
| 25 | JONES FINANCIAL COMPANIES LLLP | 1.4M | $57.4M | +7.6% | 0.781% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AROC — a direct measure of their conviction.
| 92.95% |
| 107.04 pp |
| $4.15B |
| 60% |
| Q4 2024 | 331 | +11% | 199.99% | +106.35 pp | $10.35B | +218% |
| Q3 2024 | 297 | — | 93.64% | — | $3.25B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
AROC institutional ownership rose by 3.50 percentage points quarter-over-quarter, with a net change of +24 holders.
The top 10 institutions account for 56.5% of all reported 13F value in AROC, and the top 25 account for 78.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.