Who owns RWK (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-Q1 13F filings. 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
24 tracked funds added or opened RWK while 16 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
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 2025-Q4 and 2026-Q1, across 138 tracked filers holding RWK, 76 increased or opened the position and 50 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 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.
New buyers 5
- BNP PARIBAS FINANCIAL MARKETS$3M
- CITADEL ADVISORS LLC$810K
- RFG Advisory, LLC$678K
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$608K
- Independent Wealth Network Inc.$523K
Full exits 4
- PLANWISER FINANCIAL, LLC$2M
- Vantage Financial Partners, LLC$2M
- TWO SIGMA INVESTMENTS, LP$1M
- Global Retirement Partners, LLC$524K
Largest adds
- Bleakley Financial Group, LLC$24M
- BANK OF AMERICA CORP /DE/$7M
- UBS Group AG$6M
- MORGAN STANLEY$5M
- LPL Financial LLC$4M
- Fusion Family Wealth, LLC$3M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$18M
- AMERIPRISE FINANCIAL INC$6M
- EverSource Wealth Advisors, LLC$6M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4M
- MML INVESTORS SERVICES, LLC$3M
- ENVESTNET ASSET MANAGEMENT INC$2M
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 961,423 | $123M | 15.9% | 2026-Q1 |
| LPL Financial LLC added | 625,490 | $80M | 10.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 589,766 | $76M | 9.8% | 2026-Q1 |
| Fusion Family Wealth, LLC added | 551,484 | $71M | 9.1% | 2026-Q1 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 535,439 | $69M | 8.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 326,143 | $42M | 5.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 264,549 | $34M | 4.4% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 205,423 | $26M | 3.4% | 2026-Q1 |
| Resonant Capital Advisors, LLC added | 170,930 | $22M | 2.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 141,406 | $18M | 2.3% | 2026-Q1 |
| UBS Group AG added | 126,627 | $16M | 2.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 122,428 | $16M | 2.0% | 2026-Q1 |
| RVW Wealth, LLC trimmed | 117,587 | $15M | 2.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 87,942 | $11M | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 74,949 | $10M | 1.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 67,627 | $8M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 47,381 | $6M | 0.8% | 2026-Q1 |
| Ipsen Advisor Group LLC added | 46,159 | $6M | 0.8% | 2026-Q1 |
| NWAM LLC trimmed | 39,790 | $5M | 0.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 37,600 | $5M | 0.6% | 2026-Q1 |
| CWM, LLC added | 36,724 | $5M | 0.6% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 36,135 | $5M | 0.6% | 2026-Q1 |
| Marshall & Sterling Wealth Advisors Inc. trimmed | 33,967 | $4M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 30,137 | $4M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 29,993 | $4M | 0.5% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 27,750 | $4M | 0.5% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 27,644 | $4M | 0.5% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 27,149 | $3M | 0.5% | 2026-Q1 |
| GHP Investment Advisors, Inc. trimmed | 24,783 | $3M | 0.4% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 24,690 | $3M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 23,060 | $3M | 0.4% | 2026-Q1 |
| PERSPECTIVE WEALTH ADVISORS LLC added | 20,950 | $3M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 20,000 | $3M | 0.3% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 18,011 | $2M | 0.3% | 2026-Q1 |
| Western Wealth Management, LLC added | 17,389 | $2M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 16,703 | $2M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 16,046 | $2M | 0.3% | 2026-Q1 |
| Sigma Planning Corp trimmed | 15,192 | $2M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 14,437 | $2M | 0.2% | 2026-Q1 |
| Klingman & Associates, LLC | 12,954 | $2M | 0.2% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 12,658 | $2M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC added | 12,327 | $2M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 11,513 | $1M | 0.2% | 2026-Q1 |
| J. Derek Lewis & Associates Inc. | 10,529 | $1M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 10,276 | $1M | 0.2% | 2026-Q1 |
| Ancora Advisors LLC trimmed | 9,966 | $1M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 9,367 | $1M | 0.2% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 9,109 | $1M | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC added | 8,717 | $1M | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 8,630 | $1M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 8,512 | $1M | 0.1% | 2026-Q1 |
| Investors Research Corp added | 25,154 | $1M | 0.1% | 2026-Q1 |
| Prism Advisors, Inc. trimmed | 7,324 | $939K | 0.1% | 2026-Q1 |
| Claro Advisors Inc. added | 7,157 | $918K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 7,104 | $911K | 0.1% | 2026-Q1 |
| Marshall Financial Group, LLC added | 7,033 | $902K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC | 6,435 | $825K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 6,317 | $810K | 0.1% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 5,687 | $729K | 0.1% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 5,671 | $727K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 5,538 | $710K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 5,437 | $697K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 5,302 | $680K | 0.1% | 2026-Q1 |
| RFG Advisory, LLC new | 5,289 | $678K | 0.1% | 2026-Q1 |
| SMITH, MOORE & CO. added | 5,058 | $649K | 0.1% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 4,992 | $640K | 0.1% | 2026-Q1 |
| Anson Capital, Inc. trimmed | 4,987 | $640K | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 4,744 | $608K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 4,699 | $603K | 0.1% | 2026-Q1 |
| Independent Wealth Network Inc. new | 4,079 | $523K | 0.1% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 3,887 | $499K | 0.1% | 2026-Q1 |
| WILLNER & HELLER, LLC trimmed | 3,757 | $482K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 3,724 | $471K | 0.1% | 2026-Q1 |
| Seros Financial, LLC trimmed | 3,543 | $454K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 3,406 | $437K | 0.1% | 2026-Q1 |
| Fiera Capital Corp | 3,384 | $434K | 0.1% | 2026-Q1 |
| BAM Wealth Management, LLC new | 3,339 | $428K | 0.1% | 2026-Q1 |
| Avestar Capital, LLC | 3,022 | $388K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 3,014 | $387K | 0.0% | 2026-Q1 |
| Advisor OS, LLC | 3,000 | $385K | 0.0% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 2,949 | $378K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 2,942 | $377K | 0.0% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 2,913 | $374K | 0.0% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 2,835 | $364K | 0.0% | 2026-Q1 |
| Colonial River Investments, LLC new | 2,764 | $354K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 2,584 | $331K | 0.0% | 2026-Q1 |
| FMR LLC added | 2,554 | $328K | 0.0% | 2026-Q1 |
| Dynamic Advisor Solutions LLC trimmed | 2,506 | $321K | 0.0% | 2026-Q1 |
| Eagle Strategies LLC added | 46,682 | $5M | 0.7% | 2025-Q2 stale |
| Aveo Capital Partners, LLC added | 29,185 | $3M | 0.4% | 2025-Q1 stale |
| PLANWISER FINANCIAL, LLC new | 19,581 | $2M | 0.3% | 2025-Q4 stale |
| Vantage Financial Partners, LLC trimmed | 15,188 | $2M | 0.2% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP added | 10,800 | $1M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 6,941 | $811K | 0.1% | 2025-Q2 stale |
| LEIGH BALDWIN & CO., LLC added | 4,869 | $609K | 0.1% | 2025-Q3 stale |
| Global Retirement Partners, LLC added | 4,142 | $524K | 0.1% | 2025-Q4 stale |
| Capital Square, LLC added | 3,277 | $414K | 0.1% | 2025-Q4 stale |
| DHK Financial Advisors, Inc. added | 3,536 | $413K | 0.1% | 2025-Q2 stale |
| COMERICA BANK added | 2,889 | $365K | 0.0% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 2,694 | $315K | 0.0% | 2025-Q2 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.