RWO

State Street SPDR Dow Jones$48.89 0.10%
UnclassifiedUSCUSIP 78463X749· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
51
+2 QoQ
13F Value (tracked)
$453.6M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)14 adding · 4 trimming
Insider net (180d)$0

Price & smart-money activity

$48.89 0.10%5Y -6.6%
$34.57$40.42$46.27$52.11$57.962021202220232024202520261813111615131617112214142011191217171517171519161422181614171618102217171816238
Hover for who · click for detailEnd-of-day closing prices52w $43.53 – $49.91
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The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns RWO

This stock page is the Follow view. The Build view lets your agent query RWO owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/RWO"
Ask your agent
Use Arkolith to show who owns RWO,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

51 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1STATE STREET CORP
$281.0M
6.1M
−3.4%
Reduced · −218K sh
Q1 2026
2HUNTINGTON NATIONAL BANK
$73.1M
1.6M
+2.0%
Added · +31K sh
Q1 2026
3GLENMEDE TRUST CO NA
$34.3M
749K
−1.7%
Reduced · −13K sh
Q1 2026
4Modera Wealth Management, LLC
$9.3M
204K
−1.8%
Reduced · −4K sh
Q1 2026
5Avidian Wealth Enterprises, LLC
$6.9M
152K
+1.4%
Added · +2K sh
Q1 2026
6Waldron Private Wealth LLC
$4.8M
106K
−8.1%
Reduced · −9K sh
Q1 2026
7Valmark Advisers, Inc.
$4.8M
106K
+6.9%
Added · +7K sh
Q1 2026
8MML INVESTORS SERVICES, LLC
$4.4M
96K
+1.4%
Added · +1K sh
Q1 2026
9OneAscent Financial Services LLC
$4.4M
95K
~0%
Added · +19 sh
Q1 2026
10Hills Bank & Trust Co
$4.1M
89K
−21%
Reduced · −23K sh
Q1 2026
11Beacon Pointe Advisors, LLC
$3.4M
75K
+145%
Added · +44K sh
Q1 2026
12Capstone Financial Advisors, Inc.
$3.0M
66K
Held
Q1 2026
13Sanctuary Advisors, LLC
$2.9M
64K
+48%
Added · +21K sh
Q1 2026
14EP Wealth Advisors, LLC
$2.2M
48K
−18%
Reduced · −11K sh
Q1 2026
15GREAT VALLEY ADVISOR GROUP, INC.
$1.8M
39K
+3.2%
Added · +1K sh
Q1 2026
16BLAIR WILLIAM & CO/IL
$1.7M
38K
+18%
Added · +6K sh
Q1 2026
17CWM, LLC
$1.2M
25K
−0.3%
Reduced · −82 sh
Q1 2026
18Orion Porfolio Solutions, LLC
$1.1M
23K
+7.5%
Added · +2K sh
Q1 2026
19BIP Wealth, LLC
$956K
21K
−17%
Reduced · −4K sh
Q1 2026
20RFG Advisory, LLC
$954K
21K
+0.1%
Added · +19 sh
Q1 2026
21Savant Capital, LLC
$879K
19K
−7.0%
Reduced · −1K sh
Q1 2026
22Concurrent Investment Advisors, LLC
$845K
18K
+5.7%
Added · +1K sh
Q1 2026
23One Capital Management, LLC
$839K
18K
−62%
Reduced · −30K sh
Q1 2026
24Apella Capital, LLC
$716K
14K
−7.5%
Reduced · −1K sh
Q1 2026
25Private Advisor Group, LLC
$608K
13K
+0.7%
Added · +88 sh
Q1 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.

Fund activity: latest quarter

Opened (NEW)
2
funds
Added
12
funds
Reduced
4
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

110 funds+4 since Q2 2022
056112Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $774.4M

Funds that own RWO also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA57 funds$14.4B
MICROSOFT CORPMSFT57 funds$13.6B
ALPHABET INC-CL AGOOGL57 funds$9.1B
VANGUARD FTSE DEVELOPED ETFVEA57 funds$5.9B
ALPHABET INC-CL CGOOG57 funds$5.8B
VANGUARD TOTAL STOCK MKT ETFVTI57 funds$5.4B
EXXON MOBIL CORPXOM57 funds$3.8B
WALMART INCWMT57 funds$3.5B
PFIZER INCPFE57 funds$786.4M
VANGUARD S&P 500 ETFVOO56 funds$11.0B
SS SPDR S&P 500 ETF TRUST-USSPY56 funds$9.1B
JPMORGAN CHASE & COJPM56 funds$6.4B

Ranked by how many of RWO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for RWO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.