| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $30.7M | 1.2M | ▲+0.5% Added · +6K sh | Q1 2026 | |
| 2 | NORTHERN TRUST CORP | $19.7M | 741K | ▲+13% Added · +87K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $18.3M | 687K | ▼−17% Reduced · −141K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $14.9M | 559K | ▼−28% Reduced · −215K sh | Q1 2026 | |
| 5 | Baker Avenue Asset Management, LP | $10.6M | 398K | ▲+4.9% Added · +19K sh | Q1 2026 | |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.3M | 313K | ▲+421% Added · +253K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $6.5M | 246K | ▼−13% Reduced · −36K sh | Q1 2026 | |
| 8 | OLD MISSION CAPITAL LLC | $3.1M | 115K | ▲+727% Added · +101K sh | Q1 2026 | |
| 9 | ASSETMARK, INC | $2.5M | 93K | ▲+2.8% Added · +3K sh | Q1 2026 | |
| 10 | UBS Group AG | $2.4M | 90K | ▲+0.4% Added · +331 sh | Q1 2026 | |
| 11 | M&T BANK CORP | $1.8M | 68K | ▼−4.5% Reduced · −3K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $1.7M | 64K | ▼−27% Reduced · −24K sh | Q1 2026 | |
| 13 | Kestra Advisory Services, LLC | $1.5M | 56K | ▲+2.1% Added · +1K sh | Q1 2026 | |
| 14 | Ballentine Partners, LLC | $1.4M | 51K | ▼−15% Reduced · −9K sh | Q2 2026 | |
| 15 | Upper Left Wealth Management, LLC | $1.2M | 46K | ▲+19% Added · +7K sh | Q2 2026 | |
| 16 | JANE STREET GROUP, LLC | $1.1M | 43K | ▼−77% Reduced · −145K sh | Q1 2026 | |
| 17 | BANK OF MONTREAL /CAN/ | $956K | 36K | ▲+27% Added · +8K sh | Q1 2026 | |
| 18 | Mutual Advisors, LLC | $870K | 33K | ▼−0.6% Reduced · −209 sh | Q1 2026 | |
| 19 | Rockefeller Capital Management L.P. | $752K | 28K | —Held | Q1 2026 | |
| 20 | Aletheian Wealth Advisors LLC | $690K | 26K | —Held | Q2 2026 | |
| 21 | Savant Capital, LLC | $544K | 20K | ▼−5.8% Reduced · −1K sh | Q1 2026 | |
| 22 | LPL Financial LLC | $541K | 20K | ▼−14% Reduced · −3K sh | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $521K | 20K | ▲+1.3% Added · +261 sh | Q1 2026 | |
| 24 | Focus Partners Wealth | $389K | 15K | ▲+1.7% Added · +240 sh | Q1 2026 | |
| 25 | Cetera Investment Advisers | $386K | 15K | ▲New +15K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 31 funds | $8.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 31 funds | $6.5B |
| BROADCOM INCAVGO | 31 funds | $6.3B |
| VANGUARD FTSE DEVELOPED ETFVEA | 31 funds | $3.7B |
| INTEL CORPINTC | 31 funds | $660.9M |
| NVIDIA CORPNVDA | 30 funds | $17.0B |
| APPLE INCAAPL | 30 funds | $15.1B |
| ISHARES CORE S&P 500 ETFIVV | 30 funds | $13.1B |
| MICROSOFT CORPMSFT | 30 funds | $12.3B |
| ALPHABET INC-CL CGOOG | 30 funds | $6.0B |
| JPMORGAN CHASE & COJPM | 30 funds | $5.7B |
| META PLATFORMS INC-CLASS AMETA | 30 funds | $5.2B |
Ranked by how many of RWX's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/RWX/capital-change-brief"
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.