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Institutional Ownership · SEC Form 13F

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.

138
Institutional holders
5,962,324
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added961,423$123M15.9%2026-Q1
LPL Financial LLC added625,490$80M10.4%2026-Q1
AMERIPRISE FINANCIAL INC trimmed589,766$76M9.8%2026-Q1
Fusion Family Wealth, LLC added551,484$71M9.1%2026-Q1
VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed535,439$69M8.9%2026-Q1
BANK OF AMERICA CORP /DE/ added326,143$42M5.4%2026-Q1
WELLS FARGO & COMPANY/MN trimmed264,549$34M4.4%2026-Q1
Bleakley Financial Group, LLC added205,423$26M3.4%2026-Q1
Resonant Capital Advisors, LLC added170,930$22M2.8%2026-Q1
RAYMOND JAMES FINANCIAL INC added141,406$18M2.3%2026-Q1
UBS Group AG added126,627$16M2.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed122,428$16M2.0%2026-Q1
RVW Wealth, LLC trimmed117,587$15M2.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added87,942$11M1.5%2026-Q1
OSAIC HOLDINGS, INC. added74,949$10M1.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added67,627$8M1.1%2026-Q1
ROYAL BANK OF CANADA trimmed47,381$6M0.8%2026-Q1
Ipsen Advisor Group LLC added46,159$6M0.8%2026-Q1
NWAM LLC trimmed39,790$5M0.7%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed37,600$5M0.6%2026-Q1
CWM, LLC added36,724$5M0.6%2026-Q1
Private Advisor Group, LLC trimmed36,135$5M0.6%2026-Q1
Marshall & Sterling Wealth Advisors Inc. trimmed33,967$4M0.6%2026-Q1
Cetera Investment Advisers added30,137$4M0.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed29,993$4M0.5%2026-Q1
Patriot Financial Group Insurance Agency, LLC added27,750$4M0.5%2026-Q1
Sanctuary Advisors, LLC added27,644$4M0.5%2026-Q1
Ausdal Financial Partners, Inc. added27,149$3M0.5%2026-Q1
GHP Investment Advisors, Inc. trimmed24,783$3M0.4%2026-Q1
Perigon Wealth Management, LLC added24,690$3M0.4%2026-Q1
Kestra Advisory Services, LLC added23,060$3M0.4%2026-Q1
PERSPECTIVE WEALTH ADVISORS LLC added20,950$3M0.3%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed20,000$3M0.3%2026-Q1
Geneos Wealth Management Inc. trimmed18,011$2M0.3%2026-Q1
Western Wealth Management, LLC added17,389$2M0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. added16,703$2M0.3%2026-Q1
TRUIST FINANCIAL CORP trimmed16,046$2M0.3%2026-Q1
Sigma Planning Corp trimmed15,192$2M0.3%2026-Q1
Rockefeller Capital Management L.P. added14,437$2M0.2%2026-Q1
Klingman & Associates, LLC12,954$2M0.2%2026-Q1
THOROUGHBRED FINANCIAL SERVICES, LLC added12,658$2M0.2%2026-Q1
Waverly Advisors, LLC added12,327$2M0.2%2026-Q1
JPMORGAN CHASE & CO added11,513$1M0.2%2026-Q1
J. Derek Lewis & Associates Inc.10,529$1M0.2%2026-Q1
Integrated Wealth Concepts LLC added10,276$1M0.2%2026-Q1
Ancora Advisors LLC trimmed9,966$1M0.2%2026-Q1
STIFEL FINANCIAL CORP added9,367$1M0.2%2026-Q1
Snowden Capital Advisors LLC added9,109$1M0.2%2026-Q1
GTS SECURITIES LLC added8,717$1M0.1%2026-Q1
Steward Partners Investment Advisory, LLC added8,630$1M0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed8,512$1M0.1%2026-Q1
Investors Research Corp added25,154$1M0.1%2026-Q1
Prism Advisors, Inc. trimmed7,324$939K0.1%2026-Q1
Claro Advisors Inc. added7,157$918K0.1%2026-Q1
GOLDMAN SACHS GROUP INC trimmed7,104$911K0.1%2026-Q1
Marshall Financial Group, LLC added7,033$902K0.1%2026-Q1
HighTower Advisors, LLC6,435$825K0.1%2026-Q1
CITADEL ADVISORS LLC added6,317$810K0.1%2026-Q1
SILVER OAK SECURITIES, INCORPORATED added5,687$729K0.1%2026-Q1
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added5,671$727K0.1%2026-Q1
Janney Montgomery Scott LLC added5,538$710K0.1%2026-Q1
HARBOUR INVESTMENTS, INC. added5,437$697K0.1%2026-Q1
Advisory Services Network, LLC trimmed5,302$680K0.1%2026-Q1
RFG Advisory, LLC new5,289$678K0.1%2026-Q1
SMITH, MOORE & CO. added5,058$649K0.1%2026-Q1
J.W. COLE ADVISORS, INC. added4,992$640K0.1%2026-Q1
Anson Capital, Inc. trimmed4,987$640K0.1%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new4,744$608K0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC added4,699$603K0.1%2026-Q1
Independent Wealth Network Inc. new4,079$523K0.1%2026-Q1
Wealthspire Advisors, LLC added3,887$499K0.1%2026-Q1
WILLNER & HELLER, LLC trimmed3,757$482K0.1%2026-Q1
Equitable Holdings, Inc. trimmed3,724$471K0.1%2026-Q1
Seros Financial, LLC trimmed3,543$454K0.1%2026-Q1
Independent Advisor Alliance trimmed3,406$437K0.1%2026-Q1
Fiera Capital Corp3,384$434K0.1%2026-Q1
BAM Wealth Management, LLC new3,339$428K0.1%2026-Q1
Avestar Capital, LLC3,022$388K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed3,014$387K0.0%2026-Q1
Advisor OS, LLC3,000$385K0.0%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added2,949$378K0.0%2026-Q1
FIFTH THIRD BANCORP added2,942$377K0.0%2026-Q1
CreativeOne Wealth, LLC trimmed2,913$374K0.0%2026-Q1
Kingsview Wealth Management, LLC added2,835$364K0.0%2026-Q1
Colonial River Investments, LLC new2,764$354K0.0%2026-Q1
IFP Advisors, Inc2,584$331K0.0%2026-Q1
FMR LLC added2,554$328K0.0%2026-Q1
Dynamic Advisor Solutions LLC trimmed2,506$321K0.0%2026-Q1
Eagle Strategies LLC added46,682$5M0.7%2025-Q2 stale
Aveo Capital Partners, LLC added29,185$3M0.4%2025-Q1 stale
PLANWISER FINANCIAL, LLC new19,581$2M0.3%2025-Q4 stale
Vantage Financial Partners, LLC trimmed15,188$2M0.2%2025-Q4 stale
TWO SIGMA INVESTMENTS, LP added10,800$1M0.2%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added6,941$811K0.1%2025-Q2 stale
LEIGH BALDWIN & CO., LLC added4,869$609K0.1%2025-Q3 stale
Global Retirement Partners, LLC added4,142$524K0.1%2025-Q4 stale
Capital Square, LLC added3,277$414K0.1%2025-Q4 stale
DHK Financial Advisors, Inc. added3,536$413K0.1%2025-Q2 stale
COMERICA BANK added2,889$365K0.0%2025-Q4 stale
JANE STREET GROUP, LLC trimmed2,694$315K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership