Rocket Lab USARKLB

13F holders, Q4 2024 (December 31)
396holders +111
124new positions
37sold out
8famous investors
$25.48avg. 13F price*

At the end of Q4 2024, 396 institutions reported holding Rocket Lab USA Inc. (RKLB) in their 13F filings, up 111 from Q3 2024. 124 opened new positions and 37 sold out. The largest holders were Vanguard Group Inc. ($921.9M), VK Services, LLC ($836.0M) and BlackRock, Inc. ($803.0M). 8 famous investors held it, including Cathie Wood (0.7% of ARK Investment Management's portfolio), David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).

Company
Rocket Lab USA Inc.
CUSIP
773122106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 239Q1 2024Q2 2024: 240Q2 2024Q3 2024: 285Q3 2024Q4 2024: 396Q4 2024Q1 2025: 412Q1 2025Q2 2025: 15Q2 2025Q3 2025: 10Q3 2025Q4 2025: 8Q4 2025Q1 2026: 8Q1 2026Q2 2026: 10Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions124$541.4M
Exits37$62.0M

All 13F filers, Q3 2024 → Q4 2024: 49,788,316 shares bought and 64,559,831 shares sold, net −14,771,515 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 396 holders

Vanguard Group Inc. 0.02% Add +1.9% 36,195,577 $921.9M
VK Services, LLC 98.50% Reduce -13.2% 32,823,617 $836.0M
BlackRock, Inc. 0.02% Add +5.7% 31,527,601 $803.0M
State Street Corp. 0.01% Reduce -15.9% 13,882,887 $353.6M
D. E. Shaw & Co. 0.25% Add +69.1% 8,389,495 $213.7M
Geode Capital Management, LLC 0.02% Add +0.4% 8,285,693 $211.1M
Deer Management Co. LLC 16.25% Reduce -77.7% 8,168,616 $208.1M
UBS Group AG 0.03% Add +66.4% 4,708,843 $119.9M
Morgan Stanley 0.01% Add +70.5% 4,325,929 $110.2M
Bank of America Corp. 0.01% Add +0.3% 3,797,011 $96.7M
FMR LLC 0.01% Add +30853.3% 3,696,136 $94.1M
ARK Investment Management 0.75% Reduce -36.9% 3,535,369 $90.0M
DCVC Opportunity Fund II GP, LLC 76.36% Reduce -53.0% 3,388,249 $86.3M
JPMorgan Chase & Co. 0.01% Add +1002.7% 3,316,307 $84.5M
Northern Trust Corp. 0.01% Add +9.6% 3,227,617 $82.2M
Charles Schwab Investment Management Inc. 0.01% Add +0.8% 2,902,212 $73.9M
Two Sigma Advisers, LP 0.17% New 2,851,300 $72.6M
Goldman Sachs Group Inc. 0.01% Reduce -13.8% 2,548,418 $64.9M
Westfield Capital Management Co. LP 0.28% New 2,521,277 $64.2M
Invesco Ltd. 0.01% Add +41.1% 2,394,732 $61.0M
BNP Paribas Financial Markets 0.04% New 2,237,026 $57.0M
American Century Companies Inc. 0.03% Reduce -26.6% 2,154,846 $54.9M
Royal Bank of Canada 0.01% Reduce -10.1% 1,999,629 $50.9M
Nuveen Asset Management, LLC 0.01% Add +30.2% 1,999,363 $50.9M
Jane Street Group, LLC 0.08% Add +46.9% 1,863,828 $47.5M
Two Sigma Investments, LP 0.11% New 1,848,210 $47.1M
Renaissance Technologies 0.07% Add +1765.4% 1,818,800 $46.3M
HSBC Holdings PLC 0.02% Add +3591.9% 1,534,265 $39.5M
Tocqueville Asset Management L.P. 0.59% Reduce -3.9% 1,483,845 $37.8M
Millennium Management 0.03% Reduce -24.5% 1,472,394 $37.5M
Bank of Montreal 0.02% Add +2879.1% 1,471,695 $37.5M
Driehaus Capital Management LLC 0.30% New 1,412,931 $36.0M
Data Collective IV GP, LLC 15.51% Reduce -53.0% 1,377,943 $35.1M
Dimensional Fund Advisors LP 0.01% Reduce -63.3% 1,316,655 $33.5M
Ameriprise Financial Inc. 0.01% New 1,240,381 $31.6M
Barclays PLC 0.02% Reduce -44.2% 1,218,356 $31.0M
Bank of New York Mellon Corp 0.01% Add +2.6% 1,121,024 $28.6M
Amova Asset Management Americas, Inc. 0.29% Reduce -48.8% 1,042,227 $26.5M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -48.9% 1,039,991 $26.5M
Voloridge Investment Management, LLC 0.08% New 876,745 $22.3M
Connor, Clark & Lunn Investment Management Ltd. 0.10% New 859,683 $21.9M
Wells Fargo & Company 0.01% Add +55.4% 811,706 $20.7M
Prudential Financial Inc. 0.03% Add +94.8% 808,900 $20.6M
T. Rowe Price Associates Inc. 0.00% Add +315.9% 807,521 $20.6M
First Trust Advisors LP 0.02% Add +90.2% 789,266 $20.1M
Squarepoint Ops LLC 0.05% New 786,364 $20.0M
Citigroup Inc. 0.02% Add +3.5% 715,577 $18.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +30.5% 682,790 $17.4M
Wellington Management Group LLP 0.00% New 677,687 $17.3M
Susquehanna Fundamental Investments, LLC 0.28% — 651,766 $16.6M
Swiss National Bank 0.01% Add +10.0% 634,900 $16.2M
Neuberger Berman Group LLC 0.01% Add +139.3% 632,246 $16.1M
Arrowstreet Capital, Limited Partnership 0.01% New 629,910 $16.0M
Citadel Advisors 0.01% Reduce -84.3% 496,305 $12.6M
Voya Investment Management LLC 0.01% Reduce -47.0% 488,534 $12.4M
Rhumbline Advisers 0.01% Add +2.2% 479,129 $12.2M
Engineers Gate Manager LP 0.20% New 447,616 $11.4M
Legal & General Group Plc 0.00% Add +3.2% 443,092 $11.3M
Alliancebernstein L.P. 0.00% Add +15.2% 413,860 $10.5M
Man Group plc 0.03% New 398,772 $10.2M
Comerica Bank 0.04% Add +469.2% 361,364 $9.2M
Ieq Capital, LLC 0.08% New 344,510 $8.8M
Capital Fund Management S.A. 0.09% Add +381.1% 340,817 $8.7M
Headlands Technologies LLC 0.85% Add +4.0% 332,320 $8.5M
Franklin Resources Inc. 0.00% Add +2808.0% 316,075 $8.1M
Tudor Investment Corporation 0.08% Add +102.1% 309,086 $7.9M
Mizuho Markets Americas LLC 0.15% Reduce -66.5% 307,138 $7.8M
Deutsche Bank AG 0.00% Add +58.0% 306,483 $7.8M
California State Teachers Retirement System 0.01% Add +7.1% 303,732 $7.7M
Verition Fund Management LLC 0.04% Add +757.1% 286,421 $7.3M
Gotham Asset Management 0.07% Add +84.2% 281,718 $7.2M
LBP Am SA 0.09% Reduce -66.5% 263,105 $6.7M
LPL Financial LLC 0.00% Add +89.7% 249,873 $6.4M
Global IMC LLC 1.14% New 248,730 $6.3M
HighTower Advisors, LLC 0.01% Add +4.7% 239,570 $6.1M
Informed Momentum Co LLC 0.83% New 229,862 $5.9M
FORA Capital, LLC 0.66% Add +392.5% 227,258 $5.8M
Raymond James Financial Inc. 0.00% — 225,666 $5.7M
Hudson Bay Capital Management LP 0.04% New 216,486 $5.5M
ExodusPoint Capital Management, LP 0.06% New 213,301 $5.4M
HRT Financial LP 0.03% New 210,488 $5.4M
MetLife Investment Management, LLC 0.03% Add +3.9% 209,883 $5.3M
Wealth Enhancement Advisory Services, LLC 0.01% New 209,407 $5.3M
Once Capital Management, LLC 2.42% Add +28.2% 209,000 $5.3M
Vident Advisory, LLC 0.09% Add +8.8% 203,125 $5.2M
Penserra Capital Management LLC 0.09% Reduce -11.3% 202,396 $5.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -55.8% 177,679 $5.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +4.0% 197,995 $5.0M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.0% 195,703 $5.0M
Intech Investment Management LLC 0.05% Add +99.7% 189,017 $4.8M
Baird Financial Group, Inc. 0.01% Reduce -53.3% 187,729 $4.8M
Blair William & Co. 0.01% Reduce -1.2% 187,703 $4.8M
Zweig-DiMenna Associates LLC 0.40% New 185,500 $4.7M
Twin Tree Management, LP 0.11% Add +57658.7% 179,052 $4.6M
SBI Securities Co., Ltd. 0.14% — 176,960 $4.5M
Corebridge Financial, Inc. 0.02% Reduce -7.0% 172,979 $4.4M
Rockefeller Capital Management L.P. 0.01% Reduce -28.5% 172,746 $4.4M
Van Eck Associates Corp. 0.01% Add +26.9% 166,369 $4.2M
Susquehanna International Group, LLP 0.01% Add +1452.8% 162,644 $4.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% — 162,294 $4.1M
Walleye Capital LLC 0.04% Reduce -15.7% 157,974 $4.0M
Mariner, LLC 0.01% Reduce -5.3% 156,085 $4.0M
Main Management ETF Advisors, LLC 0.17% Reduce -8.3% 148,096 $3.8M
Janus Henderson Group PLC 0.00% Add +23.7% 147,641 $3.8M
Creative Planning 0.00% Add +75.6% 146,721 $3.7M
Mission Wealth Management, LP 0.09% New 141,562 $3.6M
Nomura Asset Management Co. Ltd. 0.01% Reduce -38.3% 140,267 $3.6M
Daiwa Securities Group Inc. 0.02% Reduce -8.9% 138,314 $3.5M
Walleye Trading LLC 0.07% Add +42.4% 136,475 $3.5M
Waverly Advisors, LLC 0.05% Reduce -21.8% 134,676 $3.4M
QRG Capital Management, Inc. 0.03% New 131,562 $3.4M
1832 Asset Management L.P. 0.01% New 128,900 $3.3M
State of New Jersey Common Pension Fund D 0.01% New 126,591 $3.2M
United American Securities Inc. (d/b/a UAS Asset Management) 0.75% New 122,640 $3.1M
Avitas Wealth Management LLC 0.42% Reduce -1.3% 119,262 $3.0M
HAP Trading, LLC 1.01% Reduce -47.5% 118,950 $3.0M
Huntleigh Advisors, Inc. 0.60% — 109,103 $2.8M
New York State Common Retirement Fund 0.00% Add +7.7% 107,888 $2.7M
Wealthfront Advisers LLC 0.01% Add +48.8% 102,471 $2.6M
ProShare Advisors LLC 0.01% Add +49.0% 97,985 $2.5M
Balyasny Asset Management L.P. 0.01% Reduce -67.5% 97,176 $2.5M
Bessemer Group Inc. 0.00% Reduce -33.6% 97,093 $2.5M
Commonwealth Equity Services, LLC 0.00% Add +4.1% 97,109 $2.5M
Harbor Capital Advisors, Inc. 0.10% New 94,024 $2.4M
BI Asset Management Fondsmaeglerselskab A/S 0.03% New 93,791 $2.4M
Arizona State Retirement System 0.01% Add +10.1% 93,724 $2.4M
Hennion & Walsh Asset Management, Inc. 0.11% Add +3.9% 91,872 $2.3M
Rafferty Asset Management, LLC 0.01% Add +5.4% 89,586 $2.3M
Trexquant Investment LP 0.03% Reduce -87.1% 87,776 $2.2M
Sharpepoint LLC 2.00% — 87,330 $2.2M
Chicago Partners Investment Group LLC 0.07% Add +0.4% 79,943 $2.2M
Jain Global LLC 0.06% — 84,161 $2.1M
Virtu Financial LLC 0.11% New 83,114 $2.1M
AQR Capital Management 0.00% New 81,459 $2.1M
Ensign Peak Advisors, Inc 0.00% Add +12.3% 81,450 $2.1M
Handelsbanken Fonder AB 0.01% Add +12.7% 80,800 $2.1M
Intellectus Partners, LLC 0.45% Add +4.0% 79,875 $2.0M
State Board of Administration of Florida Retirement System 0.00% No change 79,590 $2.0M
K.J. Harrison & Partners Inc 0.31% Add +100.0% 80,000 $2.0M
Stifel Financial Corp. 0.00% Add +18.5% 77,087 $2.0M
Woodley Farra Manion Portfolio Management Inc. 0.10% Add +15.0% 76,600 $2.0M
Wellington Shields & Co., LLC 0.58% Add +0.5% 74,522 $1.9M
Police & Firemen's Retirement System of New Jersey 0.02% — 74,152 $1.9M
Cantor Fitzgerald, L. P. 0.07% New 73,850 $1.9M
Ariose Capital Management Ltd 1.55% New 73,475 $1.9M
Sanctuary Advisors, LLC 0.01% Add +200.0% 63,679 $1.8M
CHURCHILL MANAGEMENT Corp 0.02% New 69,004 $1.8M
Centiva Capital, LP 0.07% Add +469.9% 68,219 $1.7M
Mercer Global Advisors Inc. 0.00% Add +142.4% 67,801 $1.7M
XTX Topco Ltd 0.14% New 67,492 $1.7M
Brown Advisory Inc. 0.00% Add +510.5% 67,237 $1.7M
KLP Kapitalforvaltning As 0.01% — 67,100 $1.7M
Focus Partners Wealth 0.00% New 66,803 $1.7M
Moneco Advisors, LLC 0.17% New 65,000 $1.7M
STRS Ohio 0.01% New 64,300 $1.6M
Pier 88 Investment Partners LLC 1.99% Reduce -60.4% 63,910 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +2.6% 60,199 $1.5M
Venture Visionary Partners LLC 0.06% Reduce -34.8% 59,355 $1.5M
Algert Global LLC 0.04% New 58,700 $1.5M
Osaic Holdings, Inc. 0.00% Add +48.1% 56,151 $1.4M
Sei Investments Co. 0.00% Add +167.2% 53,584 $1.4M
Capstone Financial Advisors, Inc. 0.08% New 53,213 $1.4M
Udine Wealth Management, Inc. 0.86% New 52,705 $1.3M
Nomura Holdings Inc. 0.01% New 52,578 $1.3M
Stratos Wealth Partners, LTD. 0.02% New 50,275 $1.3M
CSS LLC 0.24% Add +114.1% 50,143 $1.3M
Darden Wealth Group Inc 0.86% New 49,750 $1.3M
Graham Capital Management, L.P. 0.06% Add +9.3% 48,104 $1.2M
Oppenheimer & Co. Inc. 0.02% New 45,860 $1.2M
Victory Capital Management Inc. 0.00% Add +11.9% 45,403 $1.2M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.13% Add +51.8% 44,551 $1.1M
Wolverine Trading, LLC 0.03% Reduce -32.2% 43,048 $1.1M
Qsemble Capital Management, LP 0.15% New 44,126 $1.1M
Jennison Associates LLC 0.00% New 43,280 $1.1M
Pictet Asset Management Holding SA 0.00% Add +26.5% 42,834 $1.1M
Gilbert & Cook, Inc. 0.15% Reduce -0.4% 42,492 $1.1M
Entropy Technologies, LP 0.11% New 41,000 $1.0M
Guggenheim Capital LLC 0.01% Reduce -34.8% 39,520 $1.0M
Janney Montgomery Scott LLC 0.00% Reduce -19.5% 39,307 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Add +19.9% 38,576 $983K
Voleon Capital Management LP 0.07% — 38,463 $980K
Harel Insurance Investments & Financial Services Ltd. 0.02% Add +52.8% 37,728 $961K
Natixis 0.01% Reduce -50.7% 37,055 $944K
180 Wealth Advisors, LLC 0.15% Reduce -2.2% 36,803 $937K
Ameritas Investment Partners, Inc. 0.03% Add +5.4% 35,936 $915K
State of Wisconsin Investment Board 0.00% Add +48.2% 35,842 $913K
Harvest Investment Services, LLC 0.22% New 35,642 $908K
Verus Capital Partners, LLC 0.09% Reduce -24.8% 35,581 $906K
Promus Capital, LLC 0.68% — 34,763 $885K
Atria Wealth Solutions, Inc. 0.01% Reduce -9.9% 34,585 $881K
MML Investors Services, LLC 0.00% New 34,357 $875K
MorganRosel Wealth Management, LLC 0.28% No change 33,008 $841K
Cibc World Markets Corp. 0.00% New 32,561 $829K
Ethic Inc. 0.02% Add +7.3% 32,051 $816K
Cetera Investment Advisers 0.00% Reduce -31.3% 31,119 $793K
Aries Wealth Management 0.22% Reduce -38.5% 31,038 $791K
Sanders Morris Harris LLC 0.12% Reduce -19.8% 28,300 $770K
Soviero Asset Management, LP 0.53% New 30,000 $764K
Principal Financial Group Inc. 0.00% Reduce -8.0% 29,760 $758K
Wealth Architects, LLC 0.09% Add +25.5% 29,731 $757K
SeaCrest Wealth Management, LLC 0.08% New 29,597 $754K
Tower Research Capital LLC (TRC) 0.01% Add +1646.4% 29,165 $743K
Scientech Research LLC 0.21% Reduce -90.1% 28,846 $735K
Quantessence Capital LLC 0.30% — 28,491 $726K
Northwestern Mutual Wealth Management Co. 0.00% Add +5.3% 28,358 $722K
Kestra Advisory Services, LLC 0.00% Reduce -1.4% 27,055 $689K
Jasper Ridge Partners, L.P. 0.02% Reduce -52.6% 27,014 $688K
Public Employees Retirement Association of Colorado 0.00% No change 26,583 $677K
Straight Path Wealth Management 0.26% Reduce -5.4% 26,200 $667K
Teachers Retirement System of the State of Kentucky 0.01% New 26,187 $667K
Xponance LLC 0.01% Add +8.9% 25,229 $643K
Campbell & CO Investment Adviser LLC 0.05% Add +74.9% 25,192 $642K
AlphaCentric Advisors LLC 0.64% Add +66.7% 25,000 $637K
Brighton Jones LLC 0.02% Reduce -34.6% 23,950 $610K
Connective Portfolio Management, LLC 0.87% New 23,000 $586K
Tidal Investments LLC 0.00% New 22,314 $568K
Envestnet Asset Management Inc. 0.00% Add +3.3% 21,747 $554K
International Assets Investment Management, LLC 0.05% Add +116.5% 21,850 $545K
Meridian Wealth Management, LLC 0.03% New 21,161 $539K
Cerity Partners LLC 0.00% Add +8.3% 22,696 $532K
Ashton Thomas Private Wealth, LLC 0.02% New 20,245 $516K
Catalyst Funds Management Pty Ltd 0.12% New 19,700 $502K
Advisory Services Network, LLC 0.01% Add +46.2% 18,969 $483K
NWF Advisory Services Inc. 0.07% New 17,625 $449K
Mackenzie Financial Corp. 0.00% Reduce -23.3% 17,212 $438K
PNC Financial Services Group, Inc. 0.00% Add +1602.2% 16,971 $432K
Rwa Wealth Partners, LLC 0.00% New 15,686 $400K
Concurrent Investment Advisors, LLC 0.01% Add +14.4% 15,557 $396K
Ancora Advisors LLC 0.01% Reduce -48.3% 15,500 $395K
SG Americas Securities, LLC 0.00% Reduce -87.4% 15,460 $394K
Vontobel Holding Ltd. 0.00% Reduce -36.1% 15,164 $386K
CIBC Asset Management Inc 0.00% Add +5.2% 15,078 $384K
Jaffetilchin Investment Partners, LLC 0.03% Add +45.7% 15,059 $384K
Fox Run Management, L.L.C. 0.07% New 15,052 $383K
Advisors Asset Management, Inc. 0.01% Add +3.7% 14,977 $381K
Legacy Capital Wealth Partners, LLC 0.09% Reduce -49.6% 14,643 $373K
O'shaughnessy Asset Management, LLC 0.00% New 14,383 $366K
KBC Group NV 0.00% Add +36.1% 14,258 $363K
Financial Management Network Inc. 0.07% Reduce -30.5% 12,500 $359K
Cresset Asset Management, LLC 0.00% Reduce -45.5% 13,900 $354K
Truist Financial Corp. 0.00% New 13,819 $352K
Rathbones Group PLC 0.00% New 13,583 $346K
D.A. Davidson & Co. 0.00% Add +13.4% 13,477 $343K
Allworth Financial LP 0.00% Add +20.5% 11,430 $339K
Simplex Trading, LLC 0.01% Reduce -68.7% 13,108 $333K
Numerai GP LLC 0.09% New 13,072 $333K
Lakeridge Wealth Management LLC 0.17% No change 13,000 $331K
Schonfeld Strategic Advisors LLC 0.00% New 12,818 $326K
Marshall Wace, LLP 0.00% New 12,630 $322K
DNB Asset Management AS 0.00% Reduce -92.3% 12,214 $311K
McGuire Investment Group, LLC 0.04% New 12,188 $310K
Badgley Phelps Wealth Managers, LLC 0.01% New 12,000 $306K
Amalgamated Bank 0.00% Reduce -1.4% 11,864 $302K
Hilltop Holdings Inc. 0.02% New 11,767 $300K
Smith Anglin Financial, LLC 0.03% Add +10.3% 11,746 $299K
Natixis Advisors, LLC 0.00% New 11,436 $291K
Spire Wealth Management 0.01% Add +14.0% 11,400 $290K
Empowered Funds, LLC 0.00% New 11,305 $288K
Tamar Securities, LLC 0.04% Add +1.9% 11,300 $288K
GTS Securities LLC 0.01% Reduce -97.8% 11,246 $286K
Praxis Investment Management Inc. 0.02% New 11,230 $286K
Arete Wealth Advisors, LLC 0.02% Add +0.5% 11,063 $284K
Avantax Advisory Services, Inc. 0.00% New 11,117 $283K
Schneider Downs Wealth Management Advisors, LP 0.05% No change 11,000 $280K
Weiss Asset Management LP 0.01% New 10,932 $278K
Gallagher Fiduciary Advisors, LLC 0.05% New 10,672 $272K
NorthCoast Asset Management LLC 0.00% Add +3.0% 10,370 $264K
PFG Investments, LLC 0.02% Reduce -7.1% 10,359 $264K
IPG Investment Advisors LLC 0.06% Reduce -52.9% 10,240 $261K
Jones Financial Companies LLLP 0.00% Add +450.4% 10,238 $261K
Vanguard Personalized Indexing Management, LLC 0.00% New 10,110 $258K
Quantinno Capital Management LP 0.00% New 10,071 $257K
Capital Investment Counsel, Inc 0.04% No change 10,000 $255K
Baxter Bros Inc. 0.03% No change 10,000 $255K
Evercore Wealth Management, LLC 0.00% New 9,495 $242K
Nisa Investment Advisors, LLC 0.00% Add +134.3% 9,290 $237K
WJ Wealth Management, LLC 0.08% New 9,240 $235K
Valeo Financial Advisors, LLC 0.01% New 9,163 $233K
Torray Investment Partners LLC 0.03% New 9,000 $229K
Corient Private Wealth LP 0.00% Reduce -19.5% 8,845 $225K
Thompson Davis & Co., Inc. 0.14% Reduce -34.1% 8,700 $222K
Roman Butler Fullerton & Co. 0.07% New 7,500 $221K
Tempus Wealth Planning, LLC 0.07% New 8,413 $214K
Wellington Shields Capital Management, LLC 0.04% No change 8,400 $214K
Capital Investment Advisory Services, LLC 0.02% New 8,120 $207K
Science & Technology Partners, L.P. 0.06% — 8,000 $204K
Commerce Bank 0.00% Reduce -20.0% 8,000 $204K
US Bancorp \de 0.00% Add +1937.6% 7,315 $186K
Federation des caisses Desjardins du Quebec 0.00% Add +101.6% 7,168 $183K
Avior Wealth Management, LLC 0.01% Add +478.6% 6,966 $177K
IFP Advisors, Inc 0.01% Add +12.3% 6,885 $175K
Signaturefd, LLC 0.00% Add +12.2% 6,014 $153K
Sunbelt Securities, Inc. 0.01% Add +911.9% 5,717 $150K
Principal Securities, Inc. 0.00% Add +137.3% 5,356 $136K
Cwm, LLC 0.00% Add +46.8% 5,257 $134K
CIBC Private Wealth Group LLC 0.00% Add +3019.3% 4,679 $128K
Parvin Asset Management, LLC 0.13% — 4,858 $124K
Accordant Advisory Group Inc 0.12% Reduce -17.2% 4,800 $122K
Harvest Fund Management Co., Ltd 0.01% New 4,800 $122K
Harbour Investments, Inc. 0.00% Add +64.3% 4,041 $103K
University of Texas/Texas Am Investment Management Co. 0.01% New 3,300 $84K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Reduce -81.3% 3,000 $76K
NFSG Corp 0.02% New 3,000 $76K
Parallel Advisors, LLC 0.00% Reduce -4.0% 2,536 $65K
Gould Capital, LLC 0.04% Add +7.3% 2,500 $64K
Global Retirement Partners, LLC 0.00% New 2,272 $58K
Larson Financial Group LLC 0.00% Add +682.8% 2,270 $58K
National Bank of Canada 0.00% Reduce -95.6% 2,231 $57K
Elequin Capital, LP 0.01% Reduce -54.5% 2,208 $56K
Tsfg, LLC 0.01% No change 2,175 $55K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,100 $53K
Smartleaf Asset Management LLC 0.01% Add +1565.3% 2,015 $53K
New Millennium Group LLC 0.03% Add +105.0% 2,050 $52K
AlphaQuest LLC 0.01% New 2,033 $52K
NewEdge Advisors, LLC 0.00% Add +1000.0% 1,925 $49K
Quarry LP 0.01% New 1,875 $48K
Optiver Holding B.V. 0.00% Reduce -20.6% 1,596 $41K
Wingate Wealth Advisors, Inc. 0.04% — 1,570 $40K
Steward Partners Investment Advisory, LLC 0.00% Reduce -9.3% 1,389 $35K
FNY Investment Advisers, LLC 0.02% Reduce -49.9% 1,150 $29K
Accent Capital Management, LLC 0.02% No change 1,049 $27K
Sandy Spring Bank 0.00% New 1,002 $26K
Oarsman Capital, Inc. 0.00% No change 1,000 $25K
Spectrum Wealth Counsel, LLC 0.00% New 1,000 $25K
TD Private Client Wealth LLC 0.00% New 955 $24K
Truvestments Capital LLC 0.01% Add +27.9% 918 $23K
Your Advocates Ltd., LLP 0.01% Add +5.9% 900 $23K
Hantz Financial Services, Inc. 0.00% Reduce -9.9% 881 $22K
Lindbrook Capital, LLC 0.00% Add +11.5% 817 $21K
Crews Bank & Trust 0.00% — 800 $20K
SJS Investment Consulting Inc. 0.00% New 775 $20K
Compagnie Lombard Odier SCmA 0.00% Add +670.0% 770 $20K
CI Investments Inc. 0.00% New 739 $19K
Versant Capital Management, Inc 0.00% New 728 $19K
Cullen/Frost Bankers, Inc. 0.00% No change 691 $18K
Farther Finance Advisors, LLC 0.00% Add +70.5% 677 $17K
Marshall & Sterling Wealth Advisors Inc. 0.01% — 667 $17K
GAMMA Investing LLC 0.00% Add +809.4% 582 $15K
AllSquare Wealth Management LLC 0.01% No change 575 $15K
Aster Capital Management (DIFC) Ltd 0.01% Reduce -80.3% 567 $14K
Dogwood Wealth Management LLC 0.01% New 550 $14K
Wilmington Savings Fund Society, FSB 0.00% New 500 $13K
GPS Wealth Strategies Group, LLC 0.00% No change 470 $12K
LRI Investments, LLC 0.00% New 435 $11K
Carolinas Wealth Consulting LLC 0.00% Add +104.4% 419 $11K
Russell Investments Group, Ltd. 0.00% Add +42.4% 393 $10K
Quantbot Technologies LP 0.00% New 374 $10K
Rothschild Investment LLC 0.00% Add +46.9% 360 $9K
Sterling Capital Management LLC 0.00% Add +1.1% 357 $9K
CKW Financial Group 0.00% New 331 $8K
Clearstead Advisors, LLC 0.00% No change 300 $8K
Avion Wealth 0.00% Add +4.3% 313 $7K
Prestige Wealth Management Group LLC 0.00% New 250 $6K
DecisionPoint Financial, LLC 0.00% No change 247 $6K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 213 $5K
Meeder Asset Management Inc. 0.00% New 208 $5K
Sittner & Nelson, LLC 0.00% New 200 $5K
Roxbury Financial LLC 0.00% — 182 $5K
Hollencrest Capital Management 0.00% Add +111.1% 190 $5K
Cedar Mountain Advisors, LLC 0.00% New 175 $4K
AlphaMark Advisors, LLC 0.00% Add +50.0% 150 $4K
Copia Wealth Management 0.00% — 141 $4K
Amundi 0.00% New 122 $3K
Tucker Asset Management LLC 0.00% New 123 $3K
Wood Tarver Financial Group, LLC 0.00% — 144 $3K
Concord Wealth Partners 0.00% New 116 $3K
Stonebridge Financial Group, LLC 0.00% — 100 $3K
Atticus Wealth Management, LLC 0.00% No change 89 $2K
CoreCap Advisors, LLC 0.00% New 79 $2K
Pacific Capital Wealth Advisors, Inc. 0.00% New 77 $2K
Brooklyn Investment Group 0.00% New 72 $2K
American Capital Advisory, LLC 0.00% Reduce -30.0% 70 $2K
Quadrant Capital Group LLC 0.00% Add +76.9% 69 $2K
WR Wealth Planners, LLC 0.00% Reduce -95.3% 67 $2K
Caitong International Asset Management Co., Ltd 0.00% — 62 $2K
EverSource Wealth Advisors, LLC 0.00% New 57 $1K
Bradley & Co. Private Wealth Management, LLC 0.00% — 45 $1K
Caldwell Sutter Capital, Inc. 0.00% New 43 $1K
Tradewinds Capital Management, LLC 0.00% Reduce -71.4% 40 $1K
Golden State Wealth Management, LLC 0.00% — 40 $1K
Covestor Ltd 0.00% Reduce -29.4% 24 $1K
Centerpoint Advisors, LLC 0.00% New 50 $1K
PSI Advisors, LLC 0.00% New 38 $968
GeoWealth Management, LLC 0.00% No change 37 $942
First Horizon Advisors, Inc. 0.00% New 30 $764
Pineridge Advisors LLC 0.00% New 21 $546
PMV Capital Advisers, LLC 0.00% — 20 $509
Physician Wealth Advisors, Inc. 0.00% New 17 $433
Crewe Advisors LLC 0.00% New 13 $332
Elevation Wealth Partners, LLC 0.00% New 12 $306
Atlas Capital Advisors Inc. 0.00% New 10 $254
Medallion Wealth Advisors, LLC 0.00% — 7 $178
WealthTrak Capital Management LLC 0.00% — 5 $128
Bellwether Advisors, LLC 0.00% New 4 $102
Rialto Wealth Management, LLC 0.00% — 4 $102
Huntington National Bank 0.00% No change 1 $25

"% of holder's portfolio" is RKLB's weight in each manager's 13F, not the share of Rocket Lab USA Inc. the manager owns.