Who owns RWJ
Which tracked institutional funds hold RWJ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RWJ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-24). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on RWJ is one-sided between 2026-Q1 and 2026-Q2: 70 added or opened and 11 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
RWJ’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes RWJ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in RWJ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 196 tracked filers holding RWJ, 96 increased or opened the position and 97 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in RWJ between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 12
- FSA WEALTH PARTNERS, INC.$11M
- Koshinski Asset Management, Inc.$8M
- Bellars Harris Wealth Management, LLC$4M
- Carolina Wealth Management Inc$3M
- CITADEL ADVISORS LLC$2M
- TWO SIGMA INVESTMENTS, LP$1M
Full exits 8
- Cambridge Investment Research Advisors, Inc.$6M
- Sonoma Allocations LLC$2M
- THOROUGHBRED FINANCIAL SERVICES, LLC$1M
- Janney Montgomery Scott LLC$1M
- Ameritas Investment Partners, Inc.$1M
- NATIXIS ADVISORS, LLC$972K
Largest adds
- MORGAN STANLEY$50M
- LPL Financial LLC$23M
- BANK OF AMERICA CORP /DE/$21M
- Fusion Family Wealth, LLC$12M
- UBS Group AG$10M
- OSAIC HOLDINGS, INC.$8M
Largest trims
- Mariner, LLC$3M
- Patriot Financial Group Insurance Agency, LLC$1M
- CARLSON FINANCIAL, INC.$619K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 2,919,275 | $174M | 15.3% | 2026-Q2 |
| MORGAN STANLEY added | 2,786,387 | $166M | 14.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,484,573 | $88M | 7.8% | 2026-Q2 |
| Fusion Family Wealth, LLC trimmed | 1,471,806 | $88M | 7.7% | 2026-Q2 |
| UBS Group AG added | 830,176 | $49M | 4.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 803,936 | $48M | 4.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 777,580 | $46M | 4.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 608,257 | $36M | 3.2% | 2026-Q2 |
| Focus Partners Wealth added | 572,104 | $34M | 3.0% | 2026-Q2 |
| Wellington Grp LLC | 485,446 | $25M | 2.2% | 2026-Q2 |
| MAI Capital Management added | 438,051 | $26M | 2.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 423,305 | $25M | 2.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 415,422 | $25M | 2.2% | 2026-Q2 |
| CPC Advisors, LLC added | 322,099 | $19M | 1.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 244,270 | $15M | 1.3% | 2026-Q2 |
| Ancora Advisors LLC added | 234,519 | $14M | 1.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 221,981 | $13M | 1.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 204,873 | $12M | 1.1% | 2026-Q2 |
| FSA WEALTH PARTNERS, INC. new | 182,083 | $11M | 1.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 176,877 | $11M | 0.9% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 149,274 | $9M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 145,182 | $9M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 138,125 | $8M | 0.7% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 136,371 | $8M | 0.7% | 2026-Q2 |
| Cyr Financial Inc. added | 136,063 | $8M | 0.7% | 2026-Q2 |
| &PARTNERS added | 135,350 | $8M | 0.7% | 2026-Q2 |
| Koshinski Asset Management, Inc. new | 133,669 | $8M | 0.7% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 130,190 | $8M | 0.7% | 2026-Q2 |
| Oxford Wealth Group, LLC added | 125,860 | $7M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 124,882 | $7M | 0.7% | 2026-Q2 |
| Advisor OS, LLC added | 91,826 | $5M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 68,317 | $4M | 0.4% | 2026-Q2 |
| CoreCap Advisors, LLC added | 61,854 | $4M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC | 60,000 | $4M | 0.3% | 2026-Q2 |
| Fortis Capital Management LLC added | 59,207 | $4M | 0.3% | 2026-Q2 |
| Bellars Harris Wealth Management, LLC new | 58,914 | $4M | 0.3% | 2026-Q2 |
| Valued Retirements, Inc. added | 58,175 | $3M | 0.3% | 2026-Q2 |
| GUIDANCE CAPITAL, INC added | 56,940 | $3M | 0.3% | 2026-Q2 |
| POTENTIA WEALTH trimmed | 56,915 | $3M | 0.3% | 2026-Q2 |
| Belpointe Asset Management LLC added | 54,935 | $3M | 0.3% | 2026-Q2 |
| MONECO ADVISORS, LLC trimmed | 50,145 | $3M | 0.3% | 2026-Q2 |
| Carolina Wealth Management Inc new | 48,365 | $3M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 47,471 | $3M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 46,711 | $3M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 45,571 | $3M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 44,583 | $3M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 43,919 | $3M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 42,006 | $3M | 0.2% | 2026-Q2 |
| Main Street Group, LTD added | 41,284 | $2M | 0.2% | 2026-Q2 |
| JAMES INVESTMENT RESEARCH, INC. added | 41,039 | $2M | 0.2% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 40,218 | $2M | 0.2% | 2026-Q2 |
| PERSPECTIVE WEALTH ADVISORS LLC trimmed | 39,349 | $2M | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 38,982 | $2M | 0.2% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 37,543 | $2M | 0.2% | 2026-Q2 |
| Pacific Sun Financial Corp trimmed | 37,331 | $2M | 0.2% | 2026-Q2 |
| OPINICUS CAPITAL, INC. trimmed | 37,075 | $2M | 0.2% | 2026-Q2 |
| Legacy Financial Advisors, Inc. added | 36,937 | $2M | 0.2% | 2026-Q2 |
| First Bank & Trust added | 36,569 | $2M | 0.2% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 34,437 | $2M | 0.2% | 2026-Q2 |
| Strive Financial Group ,LLC trimmed | 34,209 | $2M | 0.2% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 33,935 | $2M | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC added | 31,987 | $2M | 0.2% | 2026-Q2 |
| Creative Planning added | 31,357 | $2M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 29,509 | $2M | 0.2% | 2026-Q2 |
| Klingman & Associates, LLC | 28,269 | $2M | 0.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 26,897 | $2M | 0.1% | 2026-Q2 |
| NOTTINGHAM ADVISORS, INC. | 26,680 | $2M | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 25,553 | $2M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 23,305 | $1M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 23,000 | $1M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 22,723 | $1M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 21,935 | $1M | 0.1% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI added | 21,077 | $1M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 20,278 | $1M | 0.1% | 2026-Q2 |
| CATHY PARETO & ASSOCIATES, INC trimmed | 19,749 | $1M | 0.1% | 2026-Q2 |
| CARLSON FINANCIAL, INC. trimmed | 18,700 | $1M | 0.1% | 2026-Q2 |
| Hilltop Holdings Inc. trimmed | 18,342 | $1M | 0.1% | 2026-Q2 |
| Atria Investments, Inc trimmed | 18,028 | $1M | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 17,651 | $1M | 0.1% | 2026-Q2 |
| Obermeyer Wealth Partners trimmed | 17,094 | $1M | 0.1% | 2026-Q2 |
| GTS SECURITIES LLC added | 16,937 | $1M | 0.1% | 2026-Q2 |
| SK Wealth Management, LLC trimmed | 14,690 | $903K | 0.1% | 2026-Q2 |
| Sowell Financial Services LLC added | 14,635 | $871K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 14,621 | $870K | 0.1% | 2026-Q2 |
| Avior Wealth Management, LLC | 13,878 | $826K | 0.1% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 13,838 | $823K | 0.1% | 2026-Q2 |
| Sensible Money, LLC new | 13,487 | $802K | 0.1% | 2026-Q2 |
| Asset Dedication, LLC new | 13,487 | $802K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 13,454 | $801K | 0.1% | 2026-Q2 |
| Key Financial Inc trimmed | 13,182 | $784K | 0.1% | 2026-Q2 |
| Copia Wealth Management trimmed | 12,886 | $767K | 0.1% | 2026-Q2 |
| Proactive Wealth Strategies LLC trimmed | 12,202 | $726K | 0.1% | 2026-Q2 |
| Marshall Financial Group, LLC trimmed | 12,015 | $715K | 0.1% | 2026-Q2 |
| Sunrise Financial Services, LLC trimmed | 11,691 | $696K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 11,543 | $687K | 0.1% | 2026-Q2 |
| FMR LLC added | 11,537 | $686K | 0.1% | 2026-Q2 |
| RETIREMENT PLANNING GROUP, LLC / NY trimmed | 11,530 | $686K | 0.1% | 2026-Q2 |
| Claro Advisors Inc. trimmed | 11,085 | $660K | 0.1% | 2026-Q2 |
| NICOLET BANKSHARES INC new | 11,083 | $661K | 0.1% | 2026-Q2 |
| S.A. Mason LLC added | 10,825 | $644K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.