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-Q1 13F filings (latest filed 2026-05-22). 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
30 tracked funds added or opened RWJ while 19 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2025-Q4 and 2026-Q1, across 191 tracked filers holding RWJ, 102 increased or opened the position and 75 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 2025-Q4 and 2026-Q1 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.
Full exits 9
- PLANWISER FINANCIAL, LLC$2M
- LIBERTY ONE INVESTMENT MANAGEMENT, LLC$2M
- Vantage Financial Partners, LLC$1M
- Edge Financial Advisors LLC$1M
- Bowman & Co S.C.$1M
- Global Retirement Partners, LLC$1M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$16M
- LPL Financial LLC$12M
- MORGAN STANLEY$8M
- BANK OF AMERICA CORP /DE/$7M
- Fusion Family Wealth, LLC$4M
- Oxford Wealth Group, LLC$3M
Largest trims
- Sunrise Financial Services, LLC$6M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4M
- NewEdge Advisors, LLC$2M
- INDEPENDENT FINANCIAL GROUP, LLC$2M
- CPC Advisors, LLC$2M
- RAYMOND JAMES FINANCIAL INC$683K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 2,987,354 | $151M | 15.9% | 2026-Q1 |
| MORGAN STANLEY added | 2,295,217 | $116M | 12.2% | 2026-Q1 |
| Fusion Family Wealth, LLC added | 1,498,972 | $76M | 8.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,339,599 | $68M | 7.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 805,952 | $41M | 4.3% | 2026-Q1 |
| UBS Group AG added | 784,822 | $40M | 4.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 761,645 | $38M | 4.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 557,227 | $28M | 3.0% | 2026-Q1 |
| Focus Partners Wealth added | 555,972 | $28M | 3.0% | 2026-Q1 |
| Wellington Grp LLC added | 485,446 | $25M | 2.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 435,885 | $22M | 2.3% | 2026-Q1 |
| MAI Capital Management added | 423,510 | $21M | 2.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 397,512 | $20M | 2.1% | 2026-Q1 |
| CPC Advisors, LLC trimmed | 319,178 | $16M | 1.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 249,589 | $13M | 1.3% | 2026-Q1 |
| Ancora Advisors LLC added | 219,170 | $11M | 1.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 204,089 | $10M | 1.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 161,033 | $8M | 0.9% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 158,038 | $8M | 0.8% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 138,545 | $7M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 138,354 | $7M | 0.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 133,650 | $7M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 133,119 | $7M | 0.7% | 2026-Q1 |
| &PARTNERS added | 132,887 | $7M | 0.7% | 2026-Q1 |
| Cyr Financial Inc. added | 131,655 | $7M | 0.7% | 2026-Q1 |
| IFP Advisors, Inc added | 130,793 | $7M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 127,136 | $6M | 0.7% | 2026-Q1 |
| Oxford Wealth Group, LLC added | 120,815 | $6M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 115,033 | $6M | 0.6% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 75,170 | $4M | 0.4% | 2026-Q1 |
| Mariner, LLC trimmed | 73,351 | $4M | 0.4% | 2026-Q1 |
| CoreCap Advisors, LLC added | 60,572 | $3M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC | 60,000 | $3M | 0.3% | 2026-Q1 |
| GUIDANCE CAPITAL, INC added | 53,794 | $3M | 0.3% | 2026-Q1 |
| Valued Retirements, Inc. trimmed | 58,155 | $3M | 0.3% | 2026-Q1 |
| POTENTIA WEALTH added | 57,364 | $3M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 55,110 | $3M | 0.3% | 2026-Q1 |
| Fortis Capital Management LLC added | 54,208 | $3M | 0.3% | 2026-Q1 |
| Belpointe Asset Management LLC added | 53,311 | $3M | 0.3% | 2026-Q1 |
| MONECO ADVISORS, LLC trimmed | 50,966 | $3M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 49,968 | $3M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 48,317 | $2M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 45,024 | $2M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 43,994 | $2M | 0.2% | 2026-Q1 |
| Pacific Sun Financial Corp added | 41,628 | $2M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 41,195 | $2M | 0.2% | 2026-Q1 |
| JAMES INVESTMENT RESEARCH, INC. trimmed | 40,984 | $2M | 0.2% | 2026-Q1 |
| PERSPECTIVE WEALTH ADVISORS LLC added | 40,534 | $2M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 39,944 | $2M | 0.2% | 2026-Q1 |
| Main Street Group, LTD trimmed | 38,887 | $2M | 0.2% | 2026-Q1 |
| Strive Financial Group ,LLC added | 38,462 | $2M | 0.2% | 2026-Q1 |
| OPINICUS CAPITAL, INC. added | 37,602 | $2M | 0.2% | 2026-Q1 |
| Legacy Financial Advisors, Inc. added | 35,767 | $2M | 0.2% | 2026-Q1 |
| Sonoma Allocations LLC trimmed | 35,311 | $2M | 0.2% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 35,644 | $2M | 0.2% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 35,193 | $2M | 0.2% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 31,780 | $2M | 0.2% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 31,326 | $2M | 0.2% | 2026-Q1 |
| First Bank & Trust added | 31,078 | $2M | 0.2% | 2026-Q1 |
| Creative Planning added | 30,740 | $2M | 0.2% | 2026-Q1 |
| Klingman & Associates, LLC | 28,269 | $1M | 0.2% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC trimmed | 27,684 | $1M | 0.1% | 2026-Q1 |
| Sigma Planning Corp trimmed | 27,535 | $1M | 0.1% | 2026-Q1 |
| NOTTINGHAM ADVISORS, INC. | 26,680 | $1M | 0.1% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 25,512 | $1M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 24,466 | $1M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 22,584 | $1M | 0.1% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI added | 21,071 | $1M | 0.1% | 2026-Q1 |
| Ameritas Investment Partners, Inc. added | 20,671 | $1M | 0.1% | 2026-Q1 |
| CATHY PARETO & ASSOCIATES, INC trimmed | 20,358 | $1M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 20,294 | $1M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 19,247 | $972K | 0.1% | 2026-Q1 |
| ADAPT WEALTH ADVISORS, LLC trimmed | 18,943 | $956K | 0.1% | 2026-Q1 |
| Hilltop Holdings Inc. trimmed | 18,752 | $947K | 0.1% | 2026-Q1 |
| Atria Investments, Inc trimmed | 18,371 | $927K | 0.1% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 17,606 | $889K | 0.1% | 2026-Q1 |
| Obermeyer Wealth Partners added | 17,284 | $872K | 0.1% | 2026-Q1 |
| SK Wealth Management, LLC trimmed | 16,171 | $826K | 0.1% | 2026-Q1 |
| Claro Advisors Inc. added | 15,691 | $792K | 0.1% | 2026-Q1 |
| WFA Asset Management Corp trimmed | 226,568 | $10M | 1.1% | 2025-Q3 stale |
| Foundations Investment Advisors, LLC added | 168,224 | $7M | 0.8% | 2025-Q2 stale |
| TWO SIGMA INVESTMENTS, LP added | 118,825 | $5M | 0.5% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 75,213 | $3M | 0.3% | 2025-Q2 stale |
| Arete Wealth Advisors, LLC trimmed | 76,685 | $3M | 0.3% | 2025-Q1 stale |
| Sovran Advisors, LLC trimmed | 44,815 | $2M | 0.2% | 2025-Q2 stale |
| PLANWISER FINANCIAL, LLC new | 38,011 | $2M | 0.2% | 2025-Q4 stale |
| Financial Advocates Investment Management trimmed | 39,392 | $2M | 0.2% | 2025-Q2 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 37,900 | $2M | 0.2% | 2025-Q1 stale |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC trimmed | 30,969 | $2M | 0.2% | 2025-Q4 stale |
| Vantage Financial Partners, LLC trimmed | 30,532 | $1M | 0.2% | 2025-Q4 stale |
| Edge Financial Advisors LLC added | 28,770 | $1M | 0.1% | 2025-Q4 stale |
| Bowman & Co S.C. added | 23,197 | $1M | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 24,567 | $1M | 0.1% | 2025-Q2 stale |
| Global Retirement Partners, LLC added | 21,500 | $1M | 0.1% | 2025-Q4 stale |
| Onyx Bridge Wealth Group LLC trimmed | 24,150 | $1M | 0.1% | 2025-Q2 stale |
| CHB Investment Group, LLC trimmed | 23,982 | $1M | 0.1% | 2025-Q2 stale |
| Kendall Capital Management new | 23,650 | $963K | 0.1% | 2025-Q1 stale |
| Lionsbridge Wealth Management LLC trimmed | 22,404 | $912K | 0.1% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 18,144 | $876K | 0.1% | 2025-Q3 stale |
| Orion Porfolio Solutions, LLC added | 16,377 | $798K | 0.1% | 2025-Q4 stale |
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.