Among active 13F managers last quarter, 1 opened and 22 added, while 9 reduced; the largest holder to move was Quent Capital, LLC (+4.2%).
197 tracked 13F filers disclose a position in RWO as of the latest SEC 13F filings, a combined $922.2M 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 | State Street Corp | 6.0M | $299.7M | ▼−1.8% Reduced · −109K sh | Q2 2026 | |
| 2 | Huntington National Bank | 1.6M | $79.7M | ▲+0.5% Added · +8K sh | Q2 2026 | |
| 3 | Bank Of America Corp | 1.6M | $71.9M | ▲+3.8% Added · +58K sh | Q1 2026 | |
| 4 | Bank of New York Mellon Corp | 1.5M | $70.8M | ▲+6.1% Added · +89K sh | Q1 2026 | |
| 5 | Glenmede Trust Co Na | 740K | $36.8M | ▼−1.3% Reduced · −9K sh | Q2 2026 | |
| 6 | Quent Capital, LLC | 619K | $30.8M | ▲+4.2% Added · +25K sh | Q2 2026 | |
| 7 | Morgan Stanley | 500K | $22.9M | ▲+10% Added · +46K sh | Q1 2026 | |
| 8 | Raymond James Financial Inc | 483K | $22.1M | ▲+15% Added · +62K sh | Q1 2026 | |
| 9 | Goldman Sachs Group Inc | 425K | $19.5M | ▼−22% Reduced · −118K sh | Q1 2026 | |
| 10 | Envestnet Asset Management Inc | 359K | $16.4M | ▲+9.4% Added · +31K sh | Q1 2026 | |
| 11 | Mariner, LLC | 309K | $14.1M | ▼−0.4% Reduced · −1K sh | Q1 2026 | |
| 12 | Brighton Jones LLC | 283K | $14.1M | ▲+0.5% Added · +1K sh | Q2 2026 | |
| 13 | LPL Financial LLC | 228K | $10.4M | ▲+7.9% Added · +17K sh | Q1 2026 | |
| 14 | Cerity Partners LLC | 226K | $10.3M | ▲+85% Added · +104K sh | Q1 2026 | |
| 15 | Jones Financial Companies LLLP | 213K | $9.6M | ▲+48% Added · +69K sh | Q1 2026 | |
| 16 | HSBC Holdings PLC | 212K | $9.7M | ▼−39% Reduced · −133K sh | Q1 2026 | |
| 17 | Modera Wealth Management, LLC | 198K | $9.8M | ▼−3.0% Reduced · −6K sh | Q2 2026 | |
| 18 | Avidian Wealth Enterprises, LLC | 153K | $7.6M | ▲+1.0% Added · +2K sh | Q2 2026 | |
| 19 | Addis & Hill, Inc | 146K | $7.2M | ▼−1.2% Reduced · −2K sh | Q2 2026 | |
| 20 | Odyssey Group, LLC | 134K | $6.6M | ▲New +134K sh | Q2 2026 | |
| 21 | White & Co Financial Planning Inc | 131K | $6.5M | ▲+2.1% Added · +3K sh | Q2 2026 | |
| 22 | Orin Green Financial, LLC | 116K | $5.8M | ▼−1.1% Reduced · −1K sh | Q2 2026 | |
| 23 | HighTower Advisors, LLC | 107K | $4.9M | ▲+0.8% Added · +809 sh | Q1 2026 | |
| 24 | Valmark Advisers, Inc. | 105K | $5.2M | ▼−0.2% Reduced · −223 sh | Q2 2026 | |
| 25 | Waldron Private Wealth LLC | 104K | $5.1M | ▼−2.1% Reduced · −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, 1 fund opened a new position in RWO and 22 added to an existing one, while 9 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 |
|---|---|---|
| Nvidia CorpNVDA | 91 funds | $43.9B |
| Apple IncAAPL | 91 funds | $37.2B |
| Alphabet Inc-CL AGOOGL | 91 funds | $17.0B |
| Microsoft CorpMSFT | 89 funds | $29.4B |
| Alphabet Inc-CL CGOOG | 89 funds | $12.2B |
| Amazon.com IncAMZN | 88 funds | $19.9B |
| Meta Platforms Inc-Class AMETA | 87 funds | $9.6B |
| Vanguard S&P 500 ETFVOO | 86 funds | $4.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 86 funds | $3.2B |
| Broadcom IncAVGO | 85 funds | $16.3B |
| Tesla IncTSLA | 85 funds | $9.0B |
| JPMorgan Chase & CoJPM | 85 funds | $8.2B |
Ranked by how many of RWO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RWO.
No filings captured for this ticker in the live stream yet.
Connected entities for RWO
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/RWO/capital-change-brief"
Use Arkolith's capital_change_brief for RWO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + 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.