Who owns RWR (RWR)
Which tracked institutional funds hold RWR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RWR 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
28 tracked funds added or opened RWR while 24 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
RWR’s largest tracked holder by dollar value, NORTHERN TRUST 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in RWR 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 259 tracked filers holding RWR, 98 increased or opened the position and 107 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 RWR 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 7
- McMill Wealth Management$23M
- Piedmont Capital Management, LLC$14M
- Tower Research Capital LLC (TRC)$7M
- CITADEL ADVISORS LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- HRT FINANCIAL LP$1M
Full exits 2
- CAPITAL ADVISORS INC/OK$12M
- TRANSATLANTIQUE PRIVATE WEALTH LLC$1M
Largest adds
- JPMORGAN CHASE & CO$26M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$16M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$15M
- UBS Group AG$10M
- TWO SIGMA INVESTMENTS, LP$9M
- MORGAN STANLEY$4M
Largest trims
- CITIGROUP INC$83M
- NORTHERN TRUST CORP$12M
- Wealthcare Advisory Partners LLC$5M
- BNP PARIBAS FINANCIAL MARKETS$4M
- MILLENNIUM MANAGEMENT LLC$4M
- St. Clair Advisors, LLC$4M
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 |
|---|---|---|---|---|
| NORTHERN TRUST CORP trimmed | 2,331,397 | $235M | 19.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,303,755 | $233M | 19.3% | 2026-Q1 |
| LPL Financial LLC added | 444,186 | $45M | 3.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 442,908 | $45M | 3.7% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 380,738 | $38M | 3.2% | 2026-Q1 |
| MORGAN STANLEY added | 373,808 | $38M | 3.1% | 2026-Q1 |
| MASON STREET ADVISORS, LLC trimmed | 348,675 | $35M | 2.9% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 335,900 | $34M | 2.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 328,608 | $33M | 2.7% | 2026-Q1 |
| UBS Group AG added | 310,624 | $31M | 2.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 297,832 | $30M | 2.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 279,686 | $28M | 2.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 237,069 | $24M | 2.0% | 2026-Q1 |
| McMill Wealth Management new | 306,668 | $23M | 1.9% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 217,976 | $22M | 1.8% | 2026-Q1 |
| BlackRock, Inc. trimmed | 178,635 | $18M | 1.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 144,561 | $15M | 1.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 139,614 | $14M | 1.2% | 2026-Q1 |
| Piedmont Capital Management, LLC added | 132,183 | $14M | 1.1% | 2026-Q1 |
| PATTON FUND MANAGEMENT, INC. trimmed | 114,475 | $12M | 1.0% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 107,389 | $11M | 0.9% | 2026-Q1 |
| Frederick Financial Consultants, LLC added | 107,295 | $11M | 0.9% | 2026-Q1 |
| Creative Planning trimmed | 95,345 | $10M | 0.8% | 2026-Q1 |
| St. Clair Advisors, LLC trimmed | 88,450 | $9M | 0.7% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 73,045 | $7M | 0.6% | 2026-Q1 |
| DT Investment Partners, LLC added | 71,086 | $7M | 0.6% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 62,311 | $6M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 58,325 | $6M | 0.5% | 2026-Q1 |
| CITIGROUP INC trimmed | 46,134 | $5M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 44,709 | $5M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 43,761 | $4M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 43,547 | $4M | 0.4% | 2026-Q1 |
| Wealthspire Retirement, LLC added | 41,762 | $4M | 0.3% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI added | 41,737 | $4M | 0.3% | 2026-Q1 |
| Clearstead Advisors, LLC | 37,616 | $4M | 0.3% | 2026-Q1 |
| CacheTech Inc. added | 37,490 | $4M | 0.3% | 2026-Q1 |
| Adams Wealth Management added | 37,490 | $4M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 36,511 | $4M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 36,039 | $4M | 0.3% | 2026-Q1 |
| SMITH, MOORE & CO. added | 29,516 | $3M | 0.2% | 2026-Q1 |
| Falcon Wealth Planning trimmed | 28,280 | $3M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 27,604 | $3M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 25,013 | $3M | 0.2% | 2026-Q1 |
| REBALANCE, LLC added | 23,656 | $2M | 0.2% | 2026-Q1 |
| ASSETMARK, INC trimmed | 23,498 | $2M | 0.2% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 23,177 | $2M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 22,012 | $2M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 21,856 | $2M | 0.2% | 2026-Q1 |
| CITY HOLDING CO added | 21,755 | $2M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 21,684 | $2M | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 20,827 | $2M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 20,603 | $2M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 19,244 | $2M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 17,824 | $2M | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 17,820 | $2M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 17,487 | $2M | 0.1% | 2026-Q1 |
| Smallwood Wealth Investment Management, LLC trimmed | 17,053 | $2M | 0.1% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 17,029 | $2M | 0.1% | 2026-Q1 |
| SBI Securities Co., Ltd. trimmed | 15,967 | $2M | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 15,423 | $2M | 0.1% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 15,349 | $2M | 0.1% | 2026-Q1 |
| CAMBIENT FAMILY OFFICE, LLC added | 15,314 | $2M | 0.1% | 2026-Q1 |
| American Financial Advisors, LLC trimmed | 14,336 | $1M | 0.1% | 2026-Q1 |
| M&T Bank Corp trimmed | 13,550 | $1M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 13,183 | $1M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 13,170 | $1M | 0.1% | 2026-Q1 |
| MOLLER WEALTH PARTNERS added | 13,105 | $1M | 0.1% | 2026-Q1 |
| Omega Financial Group, LLC trimmed | 12,862 | $1M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 12,740 | $1M | 0.1% | 2026-Q1 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 12,249 | $1M | 0.1% | 2026-Q1 |
| Atlas Brown,Inc. trimmed | 12,063 | $1M | 0.1% | 2026-Q1 |
| DAVIDSON TRUST CO | 11,999 | $1M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 11,633 | $1M | 0.1% | 2026-Q1 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC trimmed | 10,814 | $1M | 0.1% | 2026-Q1 |
| Savant Capital, LLC added | 10,427 | $1M | 0.1% | 2026-Q1 |
| Lee Financial Co added | 9,707 | $980K | 0.1% | 2026-Q1 |
| US BANCORP \DE\ added | 9,145 | $923K | 0.1% | 2026-Q1 |
| Gibson Capital, LLC | 8,995 | $908K | 0.1% | 2026-Q1 |
| GLENMEDE TRUST CO NA | 8,757 | $884K | 0.1% | 2026-Q1 |
| Summit Financial, LLC new | 8,756 | $884K | 0.1% | 2026-Q1 |
| BROWN ADVISORY INC | 8,724 | $881K | 0.1% | 2026-Q1 |
| Destiny Capital Corp/CO trimmed | 7,410 | $748K | 0.1% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 7,287 | $736K | 0.1% | 2026-Q1 |
| Christian Investment Advisors, Inc. added | 123,353 | $13M | 1.1% | 2025-Q1 stale |
| CAPITAL ADVISORS INC/OK trimmed | 117,096 | $12M | 1.0% | 2025-Q4 stale |
| Quadrature Capital Ltd added | 102,018 | $10M | 0.8% | 2025-Q1 stale |
| STATE STREET CORP trimmed | 36,700 | $4M | 0.3% | 2025-Q3 stale |
| Aspire Private Capital, LLC added | 32,467 | $3M | 0.3% | 2025-Q2 stale |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 30,445 | $3M | 0.2% | 2025-Q1 stale |
| LANDMARK WEALTH MANAGEMENT, INC. new | 29,170 | $3M | 0.2% | 2025-Q2 stale |
| Signal Advisors Wealth, LLC new | 20,471 | $2M | 0.2% | 2025-Q2 stale |
| Envestnet Portfolio Solutions, Inc. trimmed | 14,723 | $1M | 0.1% | 2025-Q3 stale |
| TRANSATLANTIQUE PRIVATE WEALTH LLC added | 28,309 | $1M | 0.1% | 2025-Q4 stale |
| CreativeOne Wealth, LLC added | 11,408 | $1M | 0.1% | 2025-Q2 stale |
| Valmark Advisers, Inc. added | 9,663 | $969K | 0.1% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC added | 9,455 | $912K | 0.1% | 2025-Q2 stale |
| Glenmede Investment Management, LP added | 8,757 | $878K | 0.1% | 2025-Q3 stale |
| SYNOVUS FINANCIAL CORP added | 8,590 | $862K | 0.1% | 2025-Q3 stale |
| Sanctuary Advisors, LLC new | 8,795 | $848K | 0.1% | 2025-Q2 stale |
| AXXCESS WEALTH MANAGEMENT, LLC new | 7,794 | $752K | 0.1% | 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.