Among active 13F managers last quarter, 6 opened and 17 added, while 13 reduced; the largest holder to move was Millennium Management LLC (−12%).
271 tracked 13F filers disclose a position in RWR as of the latest SEC 13F filings, a combined $1.3B 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 | Northern Trust Corp | 2.3M | $235.4M | ▼−7.5% Reduced · −190K sh | Q1 2026 | |
| 2 | Charles Schwab Investment Management Inc | 2.3M | $232.6M | ▲+4.6% Added · +100K sh | Q1 2026 | |
| 3 | Mason Street Advisors, LLC | 453K | $51.2M | ▲+30% Added · +105K sh | Q2 2026 | |
| 4 | LPL Financial LLC | 444K | $44.8M | ▲+0.9% Added · +4K sh | Q1 2026 | |
| 5 | Wells Fargo & Company | 443K | $44.7M | ▲~0% Added · +116 sh | Q1 2026 | |
| 6 | Millennium Management LLC | 381K | $38.4M | ▼−12% Reduced · −52K sh | Q1 2026 | |
| 7 | Morgan Stanley | 374K | $37.7M | ▲+8.2% Added · +28K sh | Q1 2026 | |
| 8 | Two Sigma Investments, LP | 336K | $33.9M | ▲+33% Added · +82K sh | Q1 2026 | |
| 9 | Envestnet Asset Management Inc | 329K | $33.2M | ▼−1.3% Reduced · −4K sh | Q1 2026 | |
| 10 | UBS Group AG | 311K | $31.4M | ▲+43% Added · +94K sh | Q1 2026 | |
| 11 | McMill Wealth Management | 307K | $27.0M | ▲+0.2% Added · +596 sh | Q2 2026 | |
| 12 | JPMorgan Chase & Co | 298K | $29.7M | ▲+609% Added · +256K sh | Q1 2026 | |
| 13 | Bank Of America Corp | 280K | $28.2M | ▼−6.1% Reduced · −18K sh | Q1 2026 | |
| 14 | Ameriprise Financial Inc | 237K | $23.8M | ▲+7.7% Added · +17K sh | Q1 2026 | |
| 15 | Truist Financial Corp | 218K | $22.0M | ▼−2.6% Reduced · −6K sh | Q1 2026 | |
| 16 | BlackRock, Inc. | 218K | $24.6M | ▲+22% Added · +39K sh | Q2 2026 | |
| 17 | Northwestern Mutual Wealth Management Co | 145K | $14.6M | ▼−0.9% Reduced · −1K sh | Q1 2026 | |
| 18 | Private Advisor Group, LLC | 142K | $16.0M | ▲+1.7% Added · +2K sh | Q2 2026 | |
| 19 | Evergreen Capital Management LLC | 119K | $13.4M | ▲+11% Added · +11K sh | Q2 2026 | |
| 20 | Frederick Financial Consultants, LLC | 110K | $12.4M | ▲+2.6% Added · +3K sh | Q2 2026 | |
| 21 | Patton Fund Management, Inc. | 107K | $12.1M | ▼−6.1% Reduced · −7K sh | Q2 2026 | |
| 22 | Creative Planning | 95K | $9.6M | ▼−4.9% Reduced · −5K sh | Q1 2026 | |
| 23 | Capital Advisors Inc | 94K | $10.6M | ▲Added Added · +94K sh | Q2 2026 | |
| 24 | Piedmont Capital Management, LLC | 93K | $10.5M | ▼−30% Reduced · −39K sh | Q2 2026 | |
| 25 | St. Clair Advisors, LLC | 86K | $9.8M | ▼−2.3% 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, 6 funds opened a new position in RWR and 17 added to an existing one, while 13 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 | 140 funds | $34.5B |
| Apple IncAAPL | 140 funds | $30.5B |
| Microsoft CorpMSFT | 138 funds | $29.2B |
| Amazon.com IncAMZN | 137 funds | $22.5B |
| Alphabet Inc-CL AGOOGL | 136 funds | $19.9B |
| JPMorgan Chase & CoJPM | 135 funds | $11.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 135 funds | $7.7B |
| Ishares Core S&P 500 ETFIVV | 133 funds | $22.1B |
| Broadcom IncAVGO | 133 funds | $17.4B |
| Eli Lilly & CoLLY | 132 funds | $8.2B |
| Johnson & JohnsonJNJ | 132 funds | $5.0B |
| Meta Platforms Inc-Class AMETA | 131 funds | $11.5B |
Ranked by how many of RWR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RWR.
No filings captured for this ticker in the live stream yet.
Connected entities for RWR
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/RWR/capital-change-brief"
Use Arkolith's capital_change_brief for RWR. 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 RWR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.