RWX

State Street SPDR Dow Jones
UnclassifiedUSCUSIP 78463X863◍ Confluence graph
Tracked 13F Holders
112
-40 QoQ
13F Value (tracked)
$174.4M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)18 adding · 10 trimming
Insider net (180d)$0

Who owns RWX?

112 tracked 13F filers

112 tracked 13F filers disclose a position in RWX as of the latest SEC 13F filings, a combined $174.4M 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.

#FundPosition valueSharesLast moveAs ofHistory
1OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
$31.8M
1.2M
+1.9%
Added · +22K sh
Q2 2026
2STATE STREET CORP
$28.1M
1.0M
+86%
Added · +481K sh
Q2 2026
3NORTHERN TRUST CORP
$19.7M
741K
+13%
Added · +87K sh
Q1 2026
4MORGAN STANLEY
$18.3M
687K
−17%
Reduced · −141K sh
Q1 2026
5Baker Avenue Asset Management, LP
$10.8M
399K
+0.1%
Added · +620 sh
Q2 2026
6SUSQUEHANNA INTERNATIONAL GROUP, LLP
$8.3M
313K
+421%
Added · +253K sh
Q1 2026
7WELLS FARGO & COMPANY/MN
$6.5M
246K
−13%
Reduced · −36K sh
Q1 2026
8RPg Family Wealth Advisory, LLC
$5.8M
215K
+119%
Added · +117K sh
Q2 2026
9Risk Paradigm Group, LLC
$5.7M
211K
+115%
Added · +113K sh
Q2 2026
10OLD MISSION CAPITAL LLC
$3.1M
115K
+727%
Added · +101K sh
Q1 2026
11SACHEM HILL LLC
$2.7M
99K
+1.3%
Added · +1K sh
Q2 2026
12Idaho Trust Co
$2.6M
97K
−10%
Reduced · −11K sh
Q2 2026
13AWM CAPITAL, LLC
$2.6M
95K
−26%
Reduced · −33K sh
Q2 2026
14UBS Group AG
$2.4M
90K
+0.4%
Added · +331 sh
Q1 2026
15ASSETMARK, INC
$2.4M
90K
−3.7%
Reduced · −3K sh
Q2 2026
16M&T BANK CORP
$1.8M
68K
−4.5%
Reduced · −3K sh
Q1 2026
17BANK OF AMERICA CORP /DE/
$1.7M
64K
−27%
Reduced · −24K sh
Q1 2026
18Kestra Advisory Services, LLC
$1.5M
57K
+3.0%
Added · +2K sh
Q2 2026
19Ballentine Partners, LLC
$1.4M
51K
−15%
Reduced · −9K sh
Q2 2026
20Upper Left Wealth Management, LLC
$1.2M
46K
+19%
Added · +7K sh
Q2 2026
21JANE STREET GROUP, LLC
$1.1M
43K
−77%
Reduced · −145K sh
Q1 2026
22AlTi Global, Inc.
$1.1M
40K
New
+40K sh
Q2 2026
23Savant Capital, LLC
$1.0M
39K
+91%
Added · +19K sh
Q2 2026
24BANK OF MONTREAL /CAN/
$956K
36K
+27%
Added · +8K sh
Q1 2026
25Mutual Advisors, LLC
$870K
33K
−0.6%
Reduced · −209 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.

Is RWX being bought or sold by institutions?

Last quarter, 9 funds opened a new position in RWX and 9 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
9
funds
Added
9
funds
Reduced
10
funds
Exited
0
funds

Funds that own RWX also own

CompanyCo-held byCombined value
APPLE INCAAPL48 funds$21.6B
SS SPDR S&P 500 ETF TRUST-USSPY48 funds$4.2B
NVIDIA CORPNVDA47 funds$26.6B
JPMORGAN CHASE & COJPM47 funds$7.8B
CATERPILLAR INCCAT47 funds$1.5B
MICROSOFT CORPMSFT46 funds$20.6B
AMAZON.COM INCAMZN46 funds$16.2B
ALPHABET INC-CL AGOOGL46 funds$15.5B
BROADCOM INCAVGO46 funds$13.6B
ALPHABET INC-CL CGOOG46 funds$9.1B
META PLATFORMS INC-CLASS AMETA46 funds$8.8B
TESLA INCTSLA46 funds$6.1B

Ranked by how many of RWX's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

64 funds-46 since Q3 2024
057114Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $103.7M

Recent filings

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

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Ask your agent what changed in RWX

This stock 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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/RWX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for RWX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for RWX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.