Who owns RWO
Which tracked institutional funds hold RWO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RWO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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
41 tracked funds added or opened RWO while 15 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
RWO’s largest tracked holder by dollar value, STATE STREET CORP, 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 RWO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in RWO 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 193 tracked filers holding RWO, 92 increased or opened the position and 101 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 RWO 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 6
- BRIGHTON JONES LLC$14M
- Odyssey Group, LLC$7M
- Foster Victor Wealth Advisors, LLC$4M
- IFG Advisory, LLC$1M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$866K
- Pathstone Holdings, LLC$782K
Full exits 12
- HighTower Advisors, LLC$5M
- Cambridge Investment Research Advisors, Inc.$4M
- PARK AVENUE SECURITIES LLC$4M
- NATIXIS ADVISORS, LLC$3M
- Banque Cantonale Vaudoise$2M
- Columbia River Financial Group, LLC$2M
Largest adds
- STATE STREET CORP$19M
- ENVESTNET ASSET MANAGEMENT INC$12M
- Bank of New York Mellon Corp$8M
- BANK OF AMERICA CORP /DE/$6M
- Quent Capital, LLC$4M
- LPL Financial LLC$3M
Largest trims
- WLTH Capital Management, LLC$3M
- BANK OF MONTREAL /CAN/$2M
- WELLS FARGO & COMPANY/MN$653K
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 |
|---|---|---|---|---|
| STATE STREET CORP trimmed | 6,029,648 | $300M | 34.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,593,539 | $79M | 9.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,569,638 | $78M | 9.0% | 2026-Q2 |
| GLENMEDE TRUST CO NA trimmed | 739,570 | $37M | 4.2% | 2026-Q2 |
| Quent Capital, LLC added | 618,775 | $31M | 3.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 568,290 | $28M | 3.3% | 2026-Q2 |
| MORGAN STANLEY added | 507,082 | $25M | 2.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 471,704 | $23M | 2.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 396,342 | $20M | 2.3% | 2026-Q2 |
| Mariner, LLC trimmed | 305,084 | $15M | 1.7% | 2026-Q2 |
| BRIGHTON JONES LLC added | 282,843 | $14M | 1.6% | 2026-Q2 |
| LPL Financial LLC added | 268,246 | $13M | 1.5% | 2026-Q2 |
| Cerity Partners LLC added | 237,463 | $12M | 1.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 218,126 | $11M | 1.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 212,429 | $11M | 1.2% | 2026-Q2 |
| Modera Wealth Management, LLC trimmed | 197,929 | $10M | 1.1% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC added | 153,219 | $8M | 0.9% | 2026-Q2 |
| Addis & Hill, Inc trimmed | 145,643 | $7M | 0.8% | 2026-Q2 |
| Odyssey Group, LLC new | 133,745 | $7M | 0.8% | 2026-Q2 |
| White & Co Financial Planning Inc added | 131,163 | $7M | 0.8% | 2026-Q2 |
| Orin Green Financial, LLC trimmed | 116,451 | $6M | 0.7% | 2026-Q2 |
| Valmark Advisers, Inc. trimmed | 105,432 | $5M | 0.6% | 2026-Q2 |
| Waldron Private Wealth LLC trimmed | 103,511 | $5M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 102,355 | $5M | 0.6% | 2026-Q2 |
| OneAscent Financial Services LLC added | 96,038 | $5M | 0.5% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC added | 94,538 | $5M | 0.5% | 2026-Q2 |
| Brooklyn FI, LLC trimmed | 91,936 | $5M | 0.5% | 2026-Q2 |
| Hills Bank & Trust Co added | 89,554 | $4M | 0.5% | 2026-Q2 |
| Foster Victor Wealth Advisors, LLC trimmed | 83,132 | $4M | 0.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 72,840 | $4M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 69,784 | $3M | 0.4% | 2026-Q2 |
| M&T Bank Corp added | 67,316 | $3M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 65,997 | $3M | 0.4% | 2026-Q2 |
| Capstone Financial Advisors, Inc. trimmed | 63,134 | $3M | 0.4% | 2026-Q2 |
| Focus Partners Wealth trimmed | 59,277 | $3M | 0.3% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 55,826 | $3M | 0.3% | 2026-Q2 |
| Moss Adams Wealth Advisors LLC trimmed | 55,783 | $3M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 54,995 | $3M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 54,249 | $3M | 0.3% | 2026-Q2 |
| Capital Investment Management, Inc. added | 47,107 | $2M | 0.3% | 2026-Q2 |
| FSM Wealth Advisors, LLC trimmed | 45,668 | $2M | 0.3% | 2026-Q2 |
| Simplicity Wealth,LLC added | 42,319 | $2M | 0.2% | 2026-Q2 |
| ALTFEST L J & CO INC added | 39,817 | $2M | 0.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 39,652 | $2M | 0.2% | 2026-Q2 |
| Savant Capital, LLC added | 38,044 | $2M | 0.2% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 36,881 | $2M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 35,871 | $2M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 35,291 | $2M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 31,371 | $2M | 0.2% | 2026-Q2 |
| Boltwood Capital Management added | 30,925 | $2M | 0.2% | 2026-Q2 |
| Abacus Planning Group, Inc. trimmed | 28,975 | $1M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 28,747 | $1M | 0.2% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 26,372 | $1M | 0.2% | 2026-Q2 |
| Brand Asset Management Group, Inc. added | 26,089 | $1M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 25,858 | $1M | 0.1% | 2026-Q2 |
| IFG Advisory, LLC added | 25,270 | $1M | 0.1% | 2026-Q2 |
| UBS Group AG added | 24,418 | $1M | 0.1% | 2026-Q2 |
| WLTH Capital Management, LLC trimmed | 24,417 | $1M | 0.1% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 23,449 | $1M | 0.1% | 2026-Q2 |
| HHM Wealth Advisors, LLC trimmed | 22,494 | $1M | 0.1% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 22,007 | $1M | 0.1% | 2026-Q2 |
| BIP Wealth, LLC added | 21,701 | $1M | 0.1% | 2026-Q2 |
| RFG Advisory, LLC added | 20,882 | $1M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 20,802 | $1M | 0.1% | 2026-Q2 |
| Aspire Private Capital, LLC added | 20,454 | $1M | 0.1% | 2026-Q2 |
| MATRIX PRIVATE CAPITAL GROUP LLC added | 20,050 | $997K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 19,425 | $966K | 0.1% | 2026-Q2 |
| ORBA Wealth Advisors, L.L.C. added | 19,203 | $955K | 0.1% | 2026-Q2 |
| One Capital Management, LLC | 18,330 | $839K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 17,326 | $861K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 17,246 | $866K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 16,202 | $805K | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC new | 15,740 | $782K | 0.1% | 2026-Q2 |
| XML Financial, LLC trimmed | 15,076 | $749K | 0.1% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 14,191 | $705K | 0.1% | 2026-Q2 |
| Apella Capital, LLC trimmed | 13,794 | $700K | 0.1% | 2026-Q2 |
| Family Office Research LLC added | 13,678 | $680K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC trimmed | 13,635 | $678K | 0.1% | 2026-Q2 |
| OLD NATIONAL BANCORP /IN/ | 13,303 | $661K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 12,650 | $629K | 0.1% | 2026-Q2 |
| MPS Loria Financial Planners, LLC added | 12,493 | $621K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 11,528 | $573K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 10,344 | $514K | 0.1% | 2026-Q2 |
| COURIER CAPITAL LLC | 10,125 | $503K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 10,060 | $500K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 10,053 | $500K | 0.1% | 2026-Q2 |
| SageView Advisory Group, LLC added | 9,255 | $460K | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 9,169 | $456K | 0.1% | 2026-Q2 |
| INNEALTA CAPITAL, LLC added | 9,157 | $455K | 0.1% | 2026-Q2 |
| Sincerus Advisory, LLC added | 8,561 | $426K | 0.0% | 2026-Q2 |
| BlueChip Wealth Advisors LLC new | 8,414 | $418K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 8,012 | $398K | 0.0% | 2026-Q2 |
| FC Advisory LLC added | 7,493 | $372K | 0.0% | 2026-Q2 |
| Aquire Wealth Advisors, LLC trimmed | 7,378 | $367K | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 7,132 | $355K | 0.0% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD | 7,000 | $348K | 0.0% | 2026-Q2 |
| Tilson Financial Group, Inc. trimmed | 6,467 | $321K | 0.0% | 2026-Q2 |
| Evanson Financial, LLC new | 6,467 | $321K | 0.0% | 2026-Q2 |
| NICOLET BANKSHARES INC trimmed | 6,131 | $308K | 0.0% | 2026-Q2 |
| PCB Capital LLC added | 6,115 | $304K | 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.