Who owns RWK
Which tracked institutional funds hold RWK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RWK company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 RWK is one-sided between 2026-Q1 and 2026-Q2: 40 added or opened and 12 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
RWK’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes RWK more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in RWK 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 132 tracked filers holding RWK, 62 increased or opened the position and 67 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 RWK 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 1
- Collaborative Capital Advisors LLC$544K
Full exits 8
- CWM, LLC$5M
- BNP PARIBAS FINANCIAL MARKETS$3M
- Cambridge Investment Research Advisors, Inc.$2M
- THOROUGHBRED FINANCIAL SERVICES, LLC$2M
- Integrated Wealth Concepts LLC$1M
- HighTower Advisors, LLC$825K
Largest adds
- MORGAN STANLEY$27M
- LPL Financial LLC$14M
- VANTAGEPOINT INVESTMENT ADVISERS LLC$10M
- Fusion Family Wealth, LLC$9M
- AMERIPRISE FINANCIAL INC$9M
- EverSource Wealth Advisors, LLC$7M
Largest trims
- Patriot Financial Group Insurance Agency, LLC$1M
- GTS SECURITIES LLC$627K
- Investors Research Corp$413K
- Seros Financial, LLC$251K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,025,573 | $150M | 17.3% | 2026-Q2 |
| LPL Financial LLC added | 642,574 | $94M | 10.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 575,480 | $84M | 9.7% | 2026-Q2 |
| Fusion Family Wealth, LLC trimmed | 545,385 | $80M | 9.2% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC added | 537,216 | $79M | 9.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 322,875 | $47M | 5.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 255,166 | $37M | 4.3% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 213,037 | $31M | 3.6% | 2026-Q2 |
| Resonant Capital Advisors, LLC added | 172,713 | $25M | 2.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 145,721 | $21M | 2.5% | 2026-Q2 |
| RVW Wealth, LLC added | 128,463 | $19M | 2.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 127,415 | $19M | 2.1% | 2026-Q2 |
| UBS Group AG trimmed | 119,152 | $17M | 2.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 95,551 | $14M | 1.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 82,709 | $12M | 1.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 76,802 | $11M | 1.3% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 47,603 | $7M | 0.8% | 2026-Q2 |
| Ipsen Advisor Group LLC trimmed | 45,186 | $7M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 41,746 | $6M | 0.7% | 2026-Q2 |
| NWAM LLC trimmed | 39,343 | $6M | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 39,065 | $6M | 0.7% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 35,265 | $5M | 0.6% | 2026-Q2 |
| Marshall & Sterling Wealth Advisors Inc. added | 34,972 | $5M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 32,777 | $5M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 30,677 | $4M | 0.5% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 27,964 | $4M | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 27,472 | $4M | 0.5% | 2026-Q2 |
| GHP Investment Advisors, Inc. trimmed | 24,075 | $4M | 0.4% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 23,387 | $3M | 0.4% | 2026-Q2 |
| PERSPECTIVE WEALTH ADVISORS LLC trimmed | 20,755 | $3M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 19,286 | $3M | 0.3% | 2026-Q2 |
| Western Wealth Management, LLC added | 17,445 | $3M | 0.3% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 16,631 | $2M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 16,241 | $2M | 0.3% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 15,175 | $2M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 14,478 | $2M | 0.2% | 2026-Q2 |
| Sigma Planning Corp trimmed | 14,259 | $2M | 0.2% | 2026-Q2 |
| Klingman & Associates, LLC trimmed | 12,934 | $2M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 12,201 | $2M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 12,062 | $2M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 11,726 | $2M | 0.2% | 2026-Q2 |
| J. Derek Lewis & Associates Inc. added | 10,968 | $2M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 10,616 | $2M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 10,014 | $1M | 0.2% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 9,097 | $1M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 8,967 | $1M | 0.2% | 2026-Q2 |
| Ancora Advisors LLC trimmed | 8,737 | $1M | 0.1% | 2026-Q2 |
| Prism Advisors, Inc. trimmed | 7,263 | $1M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC | 7,104 | $1M | 0.1% | 2026-Q2 |
| Marshall Financial Group, LLC added | 7,034 | $1M | 0.1% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 6,357 | $930K | 0.1% | 2026-Q2 |
| Keystone Financial Services, LLC added | 6,223 | $910K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 5,823 | $852K | 0.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 5,682 | $831K | 0.1% | 2026-Q2 |
| Claro Advisors Inc. trimmed | 5,605 | $820K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 5,463 | $799K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 5,399 | $790K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 5,110 | $747K | 0.1% | 2026-Q2 |
| SMITH, MOORE & CO. added | 5,069 | $741K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 4,878 | $713K | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 4,407 | $645K | 0.1% | 2026-Q2 |
| Anson Capital, Inc. trimmed | 4,177 | $611K | 0.1% | 2026-Q2 |
| Investors Research Corp trimmed | 4,099 | $599K | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 3,896 | $570K | 0.1% | 2026-Q2 |
| WILLNER & HELLER, LLC added | 3,765 | $551K | 0.1% | 2026-Q2 |
| Independent Wealth Network Inc. trimmed | 3,748 | $548K | 0.1% | 2026-Q2 |
| Collaborative Capital Advisors LLC new | 3,717 | $544K | 0.1% | 2026-Q2 |
| Fiera Capital Corp | 3,384 | $495K | 0.1% | 2026-Q2 |
| BAM Wealth Management, LLC added | 3,371 | $493K | 0.1% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 3,360 | $491K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 3,304 | $483K | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 3,080 | $450K | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 3,078 | $450K | 0.1% | 2026-Q2 |
| Avestar Capital, LLC | 3,022 | $442K | 0.1% | 2026-Q2 |
| Advisor OS, LLC | 3,000 | $439K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 2,960 | $433K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 2,849 | $417K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 2,584 | $378K | 0.0% | 2026-Q2 |
| HUB Investment Partners, LLC new | 2,537 | $371K | 0.0% | 2026-Q2 |
| Colonial River Investments, LLC trimmed | 2,532 | $370K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 2,418 | $354K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 2,261 | $331K | 0.0% | 2026-Q2 |
| New Insight Wealth Advisors trimmed | 2,255 | $330K | 0.0% | 2026-Q2 |
| Integrated Advisors Network LLC trimmed | 2,219 | $325K | 0.0% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 2,175 | $318K | 0.0% | 2026-Q2 |
| GUIDANCE CAPITAL, INC new | 2,174 | $324K | 0.0% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 2,151 | $315K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 2,086 | $305K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 2,009 | $294K | 0.0% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 1,985 | $290K | 0.0% | 2026-Q2 |
| United Advisor Group, LLC | 1,974 | $289K | 0.0% | 2026-Q2 |
| BURKE & HERBERT BANK & TRUST CO | 1,885 | $276K | 0.0% | 2026-Q2 |
| FIRST FINANCIAL CORP /IN/ | 1,881 | $275K | 0.0% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. | 1,856 | $271K | 0.0% | 2026-Q2 |
| IHT Wealth Management, LLC added | 1,782 | $261K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 1,743 | $255K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 1,714 | $251K | 0.0% | 2026-Q2 |
| Mascagni Wealth Management, Inc. trimmed | 1,623 | $237K | 0.0% | 2026-Q2 |
| Essex Financial Services, Inc. | 1,572 | $230K | 0.0% | 2026-Q2 |
| Balboa Wealth Partners new | 1,541 | $225K | 0.0% | 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.