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-Q1 13F filings (latest filed 2026-05-26). 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
26 tracked funds added or opened RWO while 17 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
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 2025-Q4 and 2026-Q1, across 208 tracked filers holding RWO, 98 increased or opened the position and 91 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 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 4
- PARK AVENUE SECURITIES LLC$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- OLD NATIONAL BANCORP /IN/$609K
- FDx Advisors, Inc.$501K
Full exits 7
- Quent Long Short Global Small Cap Fund, LP$23M
- BRIGHTON JONES LLC$13M
- Henson-Edgewater Management, LLC$7M
- Austin Private Wealth, LLC$3M
- FLOW TRADERS U.S. LLC$3M
- IFG Advisory, LLC$1M
Largest adds
- Bank of New York Mellon Corp$5M
- Cerity Partners LLC$5M
- Quent Capital, LLC$4M
- BANK OF AMERICA CORP /DE/$4M
- RAYMOND JAMES FINANCIAL INC$3M
- JONES FINANCIAL COMPANIES LLLP$3M
Largest trims
- New England Private Wealth Advisors LLC$23M
- HSBC HOLDINGS PLC$6M
- STATE STREET CORP$5M
- GOLDMAN SACHS GROUP INC$5M
- One Capital Management, LLC$1M
- Hills Bank & Trust Co$971K
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 |
|---|---|---|---|---|
| STATE STREET CORP trimmed | 6,138,513 | $281M | 31.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,570,009 | $72M | 8.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,546,511 | $71M | 8.0% | 2026-Q1 |
| GLENMEDE TRUST CO NA trimmed | 749,029 | $34M | 3.9% | 2026-Q1 |
| Quent Capital, LLC added | 593,631 | $27M | 3.1% | 2026-Q1 |
| MORGAN STANLEY added | 500,341 | $23M | 2.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 482,655 | $22M | 2.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 425,445 | $19M | 2.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 358,638 | $16M | 1.9% | 2026-Q1 |
| Mariner, LLC trimmed | 308,517 | $14M | 1.6% | 2026-Q1 |
| LPL Financial LLC added | 228,041 | $10M | 1.2% | 2026-Q1 |
| Cerity Partners LLC added | 226,024 | $10M | 1.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 211,864 | $10M | 1.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 213,328 | $10M | 1.1% | 2026-Q1 |
| Modera Wealth Management, LLC trimmed | 204,073 | $9M | 1.1% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC added | 151,693 | $7M | 0.8% | 2026-Q1 |
| Addis & Hill, Inc added | 147,371 | $7M | 0.8% | 2026-Q1 |
| White & Co Financial Planning Inc added | 128,441 | $6M | 0.7% | 2026-Q1 |
| Orin Green Financial, LLC trimmed | 117,813 | $5M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 106,691 | $5M | 0.6% | 2026-Q1 |
| Waldron Private Wealth LLC trimmed | 105,719 | $5M | 0.5% | 2026-Q1 |
| Valmark Advisers, Inc. added | 105,655 | $5M | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 96,217 | $4M | 0.5% | 2026-Q1 |
| OneAscent Financial Services LLC added | 95,344 | $4M | 0.5% | 2026-Q1 |
| Brooklyn FI, LLC added | 93,209 | $4M | 0.5% | 2026-Q1 |
| WLTH Capital Management, LLC trimmed | 90,414 | $4M | 0.5% | 2026-Q1 |
| JFS WEALTH ADVISORS, LLC trimmed | 91,874 | $4M | 0.5% | 2026-Q1 |
| Hills Bank & Trust Co trimmed | 88,661 | $4M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 81,435 | $4M | 0.4% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 77,721 | $4M | 0.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 74,563 | $3M | 0.4% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 69,722 | $3M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 69,507 | $3M | 0.4% | 2026-Q1 |
| Capstone Financial Advisors, Inc. | 66,212 | $3M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 64,301 | $3M | 0.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 62,018 | $3M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 59,758 | $3M | 0.3% | 2026-Q1 |
| Moss Adams Wealth Advisors LLC trimmed | 56,683 | $3M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 54,767 | $3M | 0.3% | 2026-Q1 |
| Banque Cantonale Vaudoise | 51,063 | $2M | 0.3% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 47,644 | $2M | 0.2% | 2026-Q1 |
| FSM Wealth Advisors, LLC added | 47,115 | $2M | 0.2% | 2026-Q1 |
| Capital Investment Management, Inc. added | 46,495 | $2M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 45,498 | $2M | 0.2% | 2026-Q1 |
| M&T Bank Corp added | 42,512 | $2M | 0.2% | 2026-Q1 |
| ALTFEST L J & CO INC trimmed | 39,349 | $2M | 0.2% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 38,815 | $2M | 0.2% | 2026-Q1 |
| Simplicity Wealth,LLC added | 38,617 | $2M | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 38,231 | $2M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 35,878 | $2M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 35,398 | $2M | 0.2% | 2026-Q1 |
| Columbia River Financial Group, LLC added | 35,262 | $2M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 35,000 | $2M | 0.2% | 2026-Q1 |
| BARCLAYS PLC | 33,802 | $2M | 0.2% | 2026-Q1 |
| Abacus Planning Group, Inc. trimmed | 30,901 | $1M | 0.2% | 2026-Q1 |
| Boltwood Capital Management added | 28,420 | $1M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 26,778 | $1M | 0.1% | 2026-Q1 |
| New England Private Wealth Advisors LLC trimmed | 26,141 | $1M | 0.1% | 2026-Q1 |
| Brand Asset Management Group, Inc. trimmed | 25,994 | $1M | 0.1% | 2026-Q1 |
| CWM, LLC trimmed | 25,273 | $1M | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 24,047 | $1M | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 23,387 | $1M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 23,225 | $1M | 0.1% | 2026-Q1 |
| Lester Murray Antman dba SimplyRich | 23,237 | $1M | 0.1% | 2026-Q1 |
| HHM Wealth Advisors, LLC added | 23,205 | $1M | 0.1% | 2026-Q1 |
| NBC SECURITIES, INC. added | 22,505 | $1M | 0.1% | 2026-Q1 |
| Independent Advisor Alliance added | 22,112 | $1M | 0.1% | 2026-Q1 |
| Creative Planning added | 21,442 | $981K | 0.1% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 20,887 | $956K | 0.1% | 2026-Q1 |
| RFG Advisory, LLC added | 20,835 | $954K | 0.1% | 2026-Q1 |
| MATRIX PRIVATE CAPITAL GROUP LLC added | 20,029 | $917K | 0.1% | 2026-Q1 |
| Aspire Private Capital, LLC added | 19,726 | $903K | 0.1% | 2026-Q1 |
| Savant Capital, LLC trimmed | 19,201 | $879K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 18,464 | $845K | 0.1% | 2026-Q1 |
| One Capital Management, LLC trimmed | 18,330 | $839K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 16,737 | $766K | 0.1% | 2026-Q1 |
| XML Financial, LLC added | 15,732 | $720K | 0.1% | 2026-Q1 |
| Apella Capital, LLC trimmed | 14,394 | $716K | 0.1% | 2026-Q1 |
| ORBA Wealth Advisors, L.L.C. trimmed | 15,207 | $696K | 0.1% | 2026-Q1 |
| Arkos Global Advisors trimmed | 14,922 | $683K | 0.1% | 2026-Q1 |
| FIDUCIARY FINANCIAL GROUP, LLC trimmed | 14,484 | $663K | 0.1% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 14,463 | $662K | 0.1% | 2026-Q1 |
| Family Office Research LLC trimmed | 13,617 | $623K | 0.1% | 2026-Q1 |
| OLD NATIONAL BANCORP /IN/ new | 13,303 | $609K | 0.1% | 2026-Q1 |
| Glenmede Investment Management, LP trimmed | 765,586 | $35M | 4.0% | 2025-Q3 stale |
| Quent Long Short Global Small Cap Fund, LP new | 517,994 | $23M | 2.6% | 2025-Q4 stale |
| BRIGHTON JONES LLC trimmed | 279,630 | $13M | 1.4% | 2025-Q4 stale |
| Henson-Edgewater Management, LLC new | 144,927 | $7M | 0.7% | 2025-Q4 stale |
| Austin Private Wealth, LLC added | 75,900 | $3M | 0.4% | 2025-Q4 stale |
| Rappaport Reiches Capital Management, LLC added | 76,602 | $3M | 0.4% | 2025-Q1 stale |
| FLOW TRADERS U.S. LLC trimmed | 63,118 | $3M | 0.3% | 2025-Q4 stale |
| Virtue Capital Management, LLC new | 47,490 | $2M | 0.2% | 2025-Q1 stale |
| Total Wealth Planning, LLC trimmed | 26,088 | $1M | 0.1% | 2025-Q3 stale |
| DHK Financial Advisors, Inc. added | 25,481 | $1M | 0.1% | 2025-Q2 stale |
| GWN SECURITIES INC. new | 25,887 | $1M | 0.1% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 24,956 | $1M | 0.1% | 2025-Q2 stale |
| IFG Advisory, LLC added | 24,335 | $1M | 0.1% | 2025-Q4 stale |
| Mutual Advisors, LLC trimmed | 23,963 | $1M | 0.1% | 2025-Q1 stale |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 14,612 | $669K | 0.1% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC added | 14,118 | $616K | 0.1% | 2025-Q1 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.