Roth Ch Acquisition V Ownership | Who Owns Roth Ch Acquisition V?

Roth Ch Acquisition V Ownership Summary

Roth Ch Acquisition V is owned by 26.17% institutional investors, 66.23% insiders, and 7.60% retail investors. Polar asset management partners is the largest institutional shareholder, holding 9.89% of ROCL shares. Karpus Taxable Fixed Income is the top mutual fund, with 2.87% of its assets in Roth Ch Acquisition V shares.

ROCL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Roth Ch Acquisition V	26.17%	66.23%	7.60%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Shell Companies Stocks	35.35%	42.68%	21.97%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Polar asset management partners	486.44K	9.89%	$5.37M
Cowen and company	235.00K	4.78%	$2.57M
Karpus management	172.88K	3.51%	$1.90M
Skyview investment advisors	134.48K	2.73%	$1.48M
Meteora capital	65.95K	1.34%	$725.47K
Walleye capital	58.97K	1.20%	$645.11K
Warberg asset management	44.68K	0.91%	$493.03K
Walleye trading	35.98K	0.73%	$393.64K
Tuttle capital management	30.00K	0.61%	$329.40K
Robinson capital management	27.50K	0.56%	$300.81K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Tuttle capital management	30.00K	1.98%	$329.40K
Skyview investment advisors	134.48K	0.26%	$1.48M
Meteora capital	65.95K	0.13%	$725.47K
Polar asset management partners	486.44K	0.11%	$5.37M
Robinson capital management	27.50K	0.11%	$300.81K
Warberg asset management	44.68K	0.07%	$493.03K
Cowen and company	235.00K	0.07%	$2.57M
Karpus management	172.88K	0.05%	$1.90M
Walleye capital	58.97K	0.00%	$645.11K
Walleye trading	35.98K	0.00%	$393.64K

Top Buyers

Holder	Shares	% Assets	Change
Cowen and company	235.00K	0.07%	178.65K
Warberg asset management	44.68K	0.07%	44.68K
Meteora capital	65.95K	0.13%	1.74K
Ubs group	486.00	-	486.00
Tuttle capital management	30.00K	1.98%	-

Top Sellers

Holder	Shares	% Assets	Change
Fir tree capital management lp	-	-	-174.93K
Toroso investments	-	-	-16.38K
Robinson capital management	27.50K	0.11%	-12.68K
Clear street	7.45K	0.00%	-10.65K
Wolverine asset management	-	-	-130.00

New Positions

Holder	Shares	% Assets	Change	Value
Warberg asset management	44.68K	0.07%	44.68K	$493.03K

Sold Out

Holder	Change
Wolverine asset management	-130.00
Toroso investments	-16.38K
Fir tree capital management lp	-174.93K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	11	-21.43%	1,287,377	-2.20%	26	3.65%	1	-80.00%	5	66.67%
Jun 30, 2024	14	16.67%	1,316,322	1.13%	26	3.82%	5	-28.57%	3	50.00%
Mar 31, 2024	12	20.00%	1,301,581	1.78%	26	3.92%	7	75.00%	2	-50.00%
Dec 31, 2023	10	-37.50%	1,278,759	-47.74%	25	1.48%	4	-	4	-
Sep 30, 2023	16	14.29%	2,447,081	1.48%	41	10.15%	4	-60.00%	4	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Karpus Taxable Fixed Income	141.38K	2.87%	-1.55K
Karpus Growth Balanced	77.97K	1.59%	-
Karpus Conservative Balanced	32.15K	0.65%	-1.55K
SPAC and New Issue ETF	30.00K	0.61%	-
Fidelity Nasdaq Composite Index	9.52K	0.19%	-
Robinson Alternative Yld Pr-Mrgr SPACETF	1.73K	0.04%	-
Robinson Opportunistic Income Instl	1.06K	0.02%	-
Pender Alternative Arbitrage Plus Cl I	1.00	-	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 06, 2024	CHLM Sponsor-5 LLC	-	Sell	-
Dec 06, 2024	CR Financial Holdings, Inc.	-	Sell	-
Dec 06, 2024	Roth Byron	Co-CEO & Co-Chairman of Board	Sell	-
Dec 06, 2024	ROTH GORDON J	Chief Financial Officer	Sell	-
Dec 05, 2023	Polar Asset Management Partners Inc.	-	Sell	$320.10K

Insider Transactions Trends

Date	Buy	Sell
2023 Q4	-	1

ROCL Ownership FAQ

Who Owns Roth Ch Acquisition V?

Roth Ch Acquisition V shareholders are primarily institutional investors at 26.17%, followed by 66.23% insiders and 7.60% retail investors. The average institutional ownership in Roth Ch Acquisition V's industry, Shell Companies Stocks , is 35.35%, which Roth Ch Acquisition V falls below.

Who owns the most shares of Roth Ch Acquisition V?

Roth Ch Acquisition V’s largest shareholders are Polar asset management partners (486.44K shares, 9.89%), Cowen and company (235K shares, 4.78%), and Karpus management (172.88K shares, 3.51%). Together, they hold 18.18% of Roth Ch Acquisition V’s total shares outstanding.

Does Blackrock own Roth Ch Acquisition V?

BlackRock is not among the top 10 institutional shareholders of Roth Ch Acquisition V.

Who is Roth Ch Acquisition V’s biggest shareholder by percentage of total assets invested?

Tuttle capital management is Roth Ch Acquisition V’s biggest shareholder by percentage of total assets invested, with 1.98% of its assets in 30K Roth Ch Acquisition V shares, valued at 329.4K$.

Who is the top mutual fund holder of Roth Ch Acquisition V shares?

Karpus Taxable Fixed Income is the top mutual fund holder of Roth Ch Acquisition V shares, with 2.87% of its total shares outstanding invested in 141.38K Roth Ch Acquisition V shares.

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