Among active 13F managers last quarter, 4 opened and 23 added, while 17 reduced; the largest holder to move was Wellington Grp LLC (+4.7%).
186 tracked 13F filers disclose a position in RWJ as of the latest SEC 13F filings, a combined $989.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.0M | $150.8M | ▲+5.2% Added · +147K sh | Q1 2026 | |
| 2 | Morgan Stanley | 2.3M | $115.9M | ▲+3.6% Added · +81K sh | Q1 2026 | |
| 3 | Fusion Family Wealth, LLC | 1.5M | $87.6M | ▼−1.8% Reduced · −27K sh | Q2 2026 | |
| 4 | Bank Of America Corp | 1.3M | $67.6M | ▲+8.4% Added · +104K sh | Q1 2026 | |
| 5 | Ameriprise Financial Inc | 806K | $40.7M | ▲+1.8% Added · +14K sh | Q1 2026 | |
| 6 | UBS Group AG | 785K | $39.6M | ▲+1.1% Added · +9K sh | Q1 2026 | |
| 7 | Raymond James Financial Inc | 762K | $38.4M | ▼−5.2% Reduced · −42K sh | Q1 2026 | |
| 8 | Osaic Holdings, Inc. | 557K | $28.1M | ▼−0.4% Reduced · −2K sh | Q1 2026 | |
| 9 | Focus Partners Wealth | 556K | $28.1M | ▲+5.8% Added · +31K sh | Q1 2026 | |
| 10 | Wellington Grp LLC | 508K | $30.2M | ▲+4.7% Added · +23K sh | Q2 2026 | |
| 11 | MAI Capital Management | 438K | $26.1M | ▲+3.4% Added · +15K sh | Q2 2026 | |
| 12 | Wells Fargo & Company | 436K | $22.0M | ▲+2.6% Added · +11K sh | Q1 2026 | |
| 13 | Northwestern Mutual Wealth Management Co | 398K | $20.1M | ▲+21% Added · +70K sh | Q1 2026 | |
| 14 | CPC Advisors, LLC | 322K | $19.2M | ▲+0.9% Added · +3K sh | Q2 2026 | |
| 15 | Commonwealth Equity Services, LLC | 250K | $12.6M | ▼−8.3% Reduced · −23K sh | Q1 2026 | |
| 16 | Ancora Advisors LLC | 235K | $14.0M | ▲+7.0% Added · +15K sh | Q2 2026 | |
| 17 | Private Advisor Group, LLC | 222K | $13.2M | ▲+8.8% Added · +18K sh | Q2 2026 | |
| 18 | Independent Financial Group, LLC | 205K | $12.2M | ▲+0.7% Added · +1K sh | Q2 2026 | |
| 19 | Fsa Wealth Partners, Inc. | 182K | $10.8M | ▲New +182K sh | Q2 2026 | |
| 20 | Jones Financial Companies LLLP | 158K | $7.8M | ▲+29% Added · +36K sh | Q1 2026 | |
| 21 | Wealth Enhancement Advisory Services, LLC | 149K | $8.9M | ▲+12% Added · +16K sh | Q2 2026 | |
| 22 | Harbour Investments, Inc. | 139K | $7.0M | ▲+12% Added · +15K sh | Q1 2026 | |
| 23 | Royal Bank Of Canada | 138K | $7.0M | ▼−1.5% Reduced · −2K sh | Q1 2026 | |
| 24 | Cyr Financial Inc. | 136K | $8.1M | ▲+3.3% Added · +4K sh | Q2 2026 | |
| 25 | &Partners | 135K | $8.0M | ▲+1.9% Added · +2K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in RWJ and 23 added to an existing one, while 17 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 100 funds | $44.0B |
| Microsoft CorpMSFT | 100 funds | $39.9B |
| Nvidia CorpNVDA | 99 funds | $53.8B |
| Amazon.com IncAMZN | 98 funds | $25.7B |
| Alphabet Inc-CL AGOOGL | 98 funds | $22.1B |
| JPMorgan Chase & CoJPM | 97 funds | $9.1B |
| Invesco QQQ Trust Series 1QQQ | 97 funds | $4.2B |
| Walmart IncWMT | 96 funds | $6.2B |
| Broadcom IncAVGO | 95 funds | $19.2B |
| Meta Platforms Inc-Class AMETA | 95 funds | $12.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 95 funds | $4.8B |
| Tesla IncTSLA | 93 funds | $10.3B |
Ranked by how many of RWJ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RWJ.
| Class | 13F holders | Value held |
|---|---|---|
| QQQMmc | 1229 funds | $27.7B |
| BKLNmc | 456 funds | $4.9B |
| RWLmc | 310 funds | $5.0B |
| VRPmc | 250 funds | $1.3B |
| TANmc | 216 funds | $511.0M |
| RWJthis pagemc | 186 funds | $989.4M |
| QQQJmc | 182 funds | $328.7M |
| BABmc | 169 funds | $630.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for RWJ
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/RWJ/capital-change-brief"
Use Arkolith's capital_change_brief for RWJ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for RWJ. Filings are public domain, sourced to SEC EDGAR.