HoldingsChannel.com
Funds Holding RWO
HolderAmountPosition Size
($ in 1000's)
 As of
Jones Financial Companies Lllp3,742,884$143,808 06/30/2020
     RWO3,742,884$143,808 06/30/2020
Goldman Sachs Group Inc.2,751,947$107,409 06/30/2020
     RWO2,751,947$107,409 06/30/2020
State Street Corp2,637,083$102,925 06/30/2020
     RWO2,637,083$102,925 06/30/2020
Hsbc Holdings PLC1,702,022$66,430 06/30/2020
     RWO1,702,022$66,430 06/30/2020
Sequoia Financial Advisors LLC1,701,434$66,407 06/30/2020
     RWO1,701,434$66,407 06/30/2020
People s United Financial Inc.863,204$33,691 06/30/2020
     RWO863,204$33,691 06/30/2020
Morgan Stanley656,919$25,640 06/30/2020
     RWO656,919$25,640 06/30/2020
Waldron Private Wealth LLC631,128$24,632 06/30/2020
     RWO631,128$24,632 06/30/2020
Bank of New York Mellon Corp611,297$23,859 06/30/2020
     RWO611,297$23,859 06/30/2020
Glenmede Trust Co. NA581,392$22,691 06/30/2020
     RWO581,392$22,691 06/30/2020
Canada Pension Plan Investment Board475,000$18,539 06/30/2020
     RWO475,000$18,539 06/30/2020
Envestnet Asset Management Inc.429,892$16,779 06/30/2020
     RWO429,892$16,779 06/30/2020
The Manufacturers Life Insurance Company 303,908$11,801 06/30/2020
     RWO303,908$11,801 06/30/2020
Boston Private Wealth LLC281,596$10,991 06/30/2020
     RWO281,596$10,991 06/30/2020
Modera Wealth Management LLC274,022$10,695 06/30/2020
     RWO274,022$10,695 06/30/2020
JFS Wealth Advisors LLC263,280$10,276 06/30/2020
     RWO263,280$10,276 06/30/2020
Huntington National Bank252,750$9,865 06/30/2020
     RWO252,750$9,865 06/30/2020
LPL Financial LLC251,974$9,835 06/30/2020
     RWO251,974$9,835 06/30/2020
Sarasin & Partners LLP247,263$9,651 06/30/2020
     RWO247,263$9,651 06/30/2020
St. Louis Trust Co223,904$8,738 06/30/2020
     RWO223,904$8,738 06/30/2020
Emerson Wealth Management LLC218,207$8,517 06/30/2020
     RWO218,207$8,517 06/30/2020
HHM Wealth Advisors LLC214,579$8,375 06/30/2020
     RWO214,579$8,375 06/30/2020
Raymond James & Associates202,185$7,891 06/30/2020
     RWO202,185$7,891 06/30/2020
Bank of America Corp DE167,348$6,531 06/30/2020
     RWO167,348$6,531 06/30/2020
Blair William & Co. IL161,067$6,286 06/30/2020
     RWO161,067$6,286 06/30/2020
FC Advisory LLC149,515$5,836 06/30/2020
     RWO149,515$5,836 06/30/2020
Brighton Jones LLC147,611$5,761 06/30/2020
     RWO147,611$5,761 06/30/2020
Intelligence Driven Advisers LLC133,961$5,228 06/30/2020
     RWO133,961$5,228 06/30/2020
Oppenheimer Asset Management Inc.133,504$5,211 06/30/2020
     RWO133,504$5,211 06/30/2020
Raymond James Financial Services Advisors Inc.116,703$4,555 06/30/2020
     RWO116,703$4,555 06/30/2020
Fifth Third Bancorp115,360$4,503 06/30/2020
     RWO115,360$4,503 06/30/2020
Susquehanna International Group LLP109,386$4,267 06/30/2020
     RWO109,386$4,267 06/30/2020
XML Financial LLC104,380$4,074 06/30/2020
     RWO104,380$4,074 06/30/2020
Banque Cantonale Vaudoise103,900$4,055 06/30/2020
     RWO103,900$4,055 06/30/2020
Wells Fargo & Company MN101,497$3,962 06/30/2020
     RWO101,497$3,962 06/30/2020
Cahaba Wealth Management Inc.92,758$3,746 06/30/2020
     RWO92,758$3,746 06/30/2020
Royal Bank of Canada94,695$3,697 06/30/2020
     RWO94,695$3,697 06/30/2020
Valmark Advisers Inc.94,068$3,671 06/30/2020
     RWO94,068$3,671 06/30/2020
Dakota Wealth Management90,908$3,548 06/30/2020
     RWO90,908$3,548 06/30/2020
Natixis Advisors L.P.89,482$3,492 06/30/2020
     RWO89,482$3,492 06/30/2020
Advisor Group Holdings Inc.83,121$3,258 06/30/2020
     RWO83,121$3,258 06/30/2020
Commonwealth Equity Services LLC83,246$3,249 06/30/2020
     RWO83,246$3,249 06/30/2020
Efficient Advisors LLC81,704$3,189 06/30/2020
     RWO81,704$3,189 06/30/2020
Maxim Capital Management LLC76,141$2,977 06/30/2020
     RWO76,141$2,977 06/30/2020
Jane Street Group LLC75,343$2,941 06/30/2020
     RWO75,343$2,941 06/30/2020
Beacon Pointe Advisors LLC73,850$2,882 06/30/2020
     RWO73,850$2,882 06/30/2020
MML Investors Services LLC68,947$2,691 06/30/2020
     RWO68,947$2,691 06/30/2020
Capstone Financial Advisors Inc.57,497$2,244 06/30/2020
     RWO57,497$2,244 06/30/2020
Ameriprise Financial Inc.55,871$2,189 06/30/2020
     RWO55,871$2,189 06/30/2020
Nicolet Advisory Services LLC55,527$2,167 06/30/2020
     RWO55,527$2,167 06/30/2020
UBS Group AG54,307$2,120 06/30/2020
     RWO54,307$2,120 06/30/2020
Mariner LLC51,045$1,992 06/30/2020
     RWO51,045$1,992 06/30/2020
Voya Financial Advisors Inc.50,746$1,970 06/30/2020
     RWO50,746$1,970 06/30/2020
US Bancorp DE50,278$1,963 06/30/2020
     RWO50,278$1,963 06/30/2020
Abacus Planning Group Inc.46,976$1,833 06/30/2020
     RWO46,976$1,833 06/30/2020
Flow Traders U.S. LLC44,810$1,749 06/30/2020
     RWO44,810$1,749 06/30/2020
Savant Capital LLC43,043$1,680 06/30/2020
     RWO43,043$1,680 06/30/2020
SOL Capital Management CO42,038$1,641 06/30/2020
     RWO42,038$1,641 06/30/2020
AdvisorNet Financial Inc37,998$1,483 06/30/2020
     RWO37,998$1,483 06/30/2020
Baird Financial Group Inc.24,421$1,258 06/30/2020
     RWO24,421$1,258 06/30/2020
Prudential Financial Inc.31,960$1,247 06/30/2020
     RWO31,960$1,247 06/30/2020
Private Advisor Group LLC31,505$1,230 06/30/2020
     RWO31,505$1,230 06/30/2020
Barclays PLC30,166$1,177 06/30/2020
     RWO30,166$1,177 06/30/2020
New England Private Wealth Advisors LLC29,653$1,157 06/30/2020
     RWO29,653$1,157 06/30/2020
Mutual Advisors LLC29,601$1,155 06/30/2020
     RWO29,601$1,155 06/30/2020
ProVise Management Group LLC29,236$1,141 06/30/2020
     RWO29,236$1,141 06/30/2020
Altfest L J & Co. Inc.28,629$1,117 06/30/2020
     RWO28,629$1,117 06/30/2020
Avantax Advisory Services Inc.27,801$1,085 06/30/2020
     RWO27,801$1,085 06/30/2020
Strategic Family Wealth Counselors L.L.C.26,334$1,028 06/30/2020
     RWO26,334$1,028 06/30/2020
Archetype Wealth Partners LLC25,170$982 06/30/2020
     RWO25,170$982 06/30/2020
Huber Financial Advisors LLC27,177$978 03/31/2020
     RWO27,177$978 03/31/2020
Oarsman Capital Inc.24,942$973 06/30/2020
     RWO24,942$973 06/30/2020
Truewealth LLC23,962$935 06/30/2020
     RWO23,962$935 06/30/2020
Gradient Capital Advisors LLC23,853$931 06/30/2020
     RWO23,853$931 06/30/2020
N.E.W. Advisory Services LLC23,745$927 06/30/2020
     RWO23,745$927 06/30/2020
Old Port Advisors23,262$908 06/30/2020
     RWO23,262$908 06/30/2020
Lester Murray Antman dba SimplyRich23,237$902 06/30/2020
     RWO23,237$902 06/30/2020
Larson Financial Group LLC22,777$889 06/30/2020
     RWO22,777$889 06/30/2020
Pictet Asset Management Ltd.17,800$695 06/30/2020
     RWO17,800$695 06/30/2020
IFP Advisors Inc17,723$685 06/30/2020
     RWO17,723$685 06/30/2020
PAX Financial Group LLC16,856$658 06/30/2020
     RWO16,856$658 06/30/2020
First Allied Advisory Services Inc.16,839$657 06/30/2020
     RWO16,839$657 06/30/2020
Cambridge Investment Research Advisors Inc.16,658$650 06/30/2020
     RWO16,658$650 06/30/2020
MPS Loria Financial Planners LLC16,526$645 06/30/2020
     RWO16,526$645 06/30/2020
Sowell Financial Services LLC16,414$641 06/30/2020
     RWO16,414$641 06/30/2020
Boltwood Capital Management15,495$605 06/30/2020
     RWO15,495$605 06/30/2020
Integrated Advisors Network LLC15,125$590 06/30/2020
     RWO15,125$590 06/30/2020
Greytown Advisors Inc.14,620$571 06/30/2020
     RWO14,620$571 06/30/2020
Simmons Bank14,457$565 06/30/2020
     RWO14,457$565 06/30/2020
Northwestern Mutual Wealth Management Co.14,404$562 06/30/2020
     RWO14,404$562 06/30/2020
ARGI Investment Services LLC14,353$560 06/30/2020
     RWO14,353$560 06/30/2020
Change Path LLC13,456$525 06/30/2020
     RWO13,456$525 06/30/2020
PDS Planning Inc13,325$520 06/30/2020
     RWO13,325$520 06/30/2020
Private Capital Management LLC12,869$502 06/30/2020
     RWO12,869$502 06/30/2020
RFG Advisory LLC12,029$469 06/30/2020
     RWO12,029$469 06/30/2020
AlphaStar Capital Management LLC11,880$466 06/30/2020
     RWO11,880$466 06/30/2020
Proequities Inc.11,729$458 06/30/2020
     RWO11,729$458 06/30/2020
Sawtooth Solutions LLC11,721$457 06/30/2020
     RWO11,721$457 06/30/2020
Ancora Advisors LLC11,689$456 06/30/2020
     RWO11,689$456 06/30/2020
Cetera Advisor Networks LLC11,605$453 06/30/2020
     RWO11,605$453 06/30/2020
Capital Advisors Ltd. LLC11,209$449 06/30/2020
     RWO11,209$449 06/30/2020
EP Wealth Advisors LLC10,957$428 06/30/2020
     RWO10,957$428 06/30/2020
Israel Discount Bank of New York10,884$425 06/30/2020
     RWO10,884$425 06/30/2020
GWM Advisors LLC10,691$417 06/30/2020
     RWO10,691$417 06/30/2020
Virtu Financial LLC10,429$407 06/30/2020
     RWO10,429$407 06/30/2020
Edge Capital Group LLC10,340$404 06/30/2020
     RWO10,340$404 06/30/2020
AE Wealth Management LLC10,313$403 06/30/2020
     RWO10,313$403 06/30/2020
Invesco Ltd.10,051$392 06/30/2020
     RWO10,051$392 06/30/2020
Steward Partners Investment Advisory LLC9,973$389 06/30/2020
     RWO9,973$389 06/30/2020
UMA Financial Services Inc.9,396$385 06/30/2020
     RWO9,396$385 06/30/2020
Bailard Inc.9,811$383 06/30/2020
     RWO9,811$383 06/30/2020
Brand Asset Management Group Inc.9,757$381 06/30/2020
     RWO9,757$381 06/30/2020
361 Capital LLC9,352$365 06/30/2020
     RWO9,352$365 06/30/2020
Fund Evaluation Group LLC9,211$360 06/30/2020
     RWO9,211$360 06/30/2020
Buckingham Asset Management LLC8,835$345 06/30/2020
     RWO8,835$345 06/30/2020
CBIZ Investment Advisory Services LLC8,811$344 06/30/2020
     RWO8,811$344 06/30/2020
Colony Group LLC8,638$337 06/30/2020
     RWO8,638$337 06/30/2020
Wealthspire Advisors L.P.8,481$331 06/30/2020
     RWO8,481$331 06/30/2020
Northern Trust Corp7,840$306 06/30/2020
     RWO7,840$306 06/30/2020
American Financial Advisors LLC7,787$302 06/30/2020
     RWO7,787$302 06/30/2020
Pacific Capital Wealth Advisors Inc.7,721$301 06/30/2020
     RWO7,721$301 06/30/2020
Empirical Financial Services LLC d.b.a. Empirical Wealth Management7,496$293 06/30/2020
     RWO7,496$293 06/30/2020
Alexandria Capital LLC7,122$278 06/30/2020
     RWO7,122$278 06/30/2020
Nomura Asset Management Co. Ltd.7,100$277 06/30/2020
     RWO7,100$277 06/30/2020
Bank of Montreal Can6,801$262 06/30/2020
     RWO6,801$262 06/30/2020
Mid Atlantic Financial Management Inc. ADV6,457$252 06/30/2020
     RWO6,457$252 06/30/2020
Dfpg Investments LLC6,364$248 06/30/2020
     RWO6,364$248 06/30/2020
Regent Peak Wealth Advisors LLC6,342$248 06/30/2020
     RWO6,342$248 06/30/2020
Koshinski Asset Management Inc.6,254$244 06/30/2020
     RWO6,254$244 06/30/2020
Shakespeare Wealth Management Inc.6,037$236 06/30/2020
     RWO6,037$236 06/30/2020
Creative Planning5,935$232 06/30/2020
     RWO5,935$232 06/30/2020
FDx Advisors Inc.5,883$230 06/30/2020
     RWO5,883$230 06/30/2020
Clarus Wealth Advisors5,906$230 06/30/2020
     RWO5,906$230 06/30/2020
Two Sigma Securities LLC5,736$224 06/30/2020
     RWO5,736$224 06/30/2020
Private Ocean LLC5,687$222 06/30/2020
     RWO5,687$222 06/30/2020
TIAA Endowment & Philanthropic Services LLC5,542$216 06/30/2020
     RWO5,542$216 06/30/2020
Client 1ST Advisory Group LLC5,531$216 06/30/2020
     RWO5,531$216 06/30/2020
Putnam FL Investment Management Co.5,510$215 06/30/2020
     RWO5,510$215 06/30/2020
First Heartland Consultants Inc.5,345$209 06/30/2020
     RWO5,345$209 06/30/2020
Equitable Holdings Inc.5,309$207 06/30/2020
     RWO5,309$207 06/30/2020
NEXT Financial Group Inc5,315$207 06/30/2020
     RWO5,315$207 06/30/2020
Cetera Investment Advisers5,285$206 06/30/2020
     RWO5,285$206 06/30/2020
Livingston Group Asset Management CO operating as Southport Capital Management 5,265$205 06/30/2020
     RWO5,265$205 06/30/2020
Hudock Inc.4,681$182 06/30/2020
     RWO4,681$182 06/30/2020
Cordasco Financial Network4,308$168 06/30/2020
     RWO4,308$168 06/30/2020
Citigroup Inc.3,202$125 06/30/2020
     RWO3,202$125 06/30/2020
Clearstead Advisors LLC3,199$125 06/30/2020
     RWO3,199$125 06/30/2020
Westside Investment Management Inc.3,129$122 06/30/2020
     RWO3,129$122 06/30/2020
Quadrant Capital Group LLC2,802$109 06/30/2020
     RWO2,802$109 06/30/2020
Berman Capital Advisors LLC2,510$97 06/30/2020
     RWO2,510$97 06/30/2020
BlackRock Inc.2,282$89 06/30/2020
     RWO2,282$89 06/30/2020
Capital Analysts LLC2,111$82 06/30/2020
     RWO2,111$82 06/30/2020
Patriot Financial Group Insurance Agency LLC2,086$81 06/30/2020
     RWO2,086$81 06/30/2020
Quantum Capital Management1,981$77 06/30/2020
     RWO1,981$77 06/30/2020
Interactive Financial Advisors1,977$77 06/30/2020
     RWO1,977$77 06/30/2020
Cedar Wealth Management LLC1,974$77 06/30/2020
     RWO1,974$77 06/30/2020
BNP Paribas Arbitrage SA1,947$76 06/30/2020
     RWO1,947$76 06/30/2020
CWM LLC1,945$76 06/30/2020
     RWO1,945$76 06/30/2020
Deutsche Bank AG1,875$73 06/30/2020
     RWO1,875$73 06/30/2020
PNC Financial Services Group Inc.1,513$59 06/30/2020
     RWO1,513$59 06/30/2020
First Command Bank1,471$58 06/30/2020
     RWO1,471$58 06/30/2020
First Command Financial Services Inc.1,471$58 06/30/2020
     RWO1,471$58 06/30/2020
JPMorgan Chase & Co.1,460$57 06/30/2020
     RWO1,460$57 06/30/2020
Parallel Advisors LLC1,377$53 06/30/2020
     RWO1,377$53 06/30/2020
Pacitti Group Inc.1,161$47 06/30/2020
     RWO1,161$47 06/30/2020
Alpha Windward LLC1,150$45 06/30/2020
     RWO1,150$45 06/30/2020
Rockefeller Capital Management L.P.1,047$41 06/30/2020
     RWO1,047$41 06/30/2020
Ambassador Advisors LLC991$39 06/30/2020
     RWO991$39 06/30/2020
Private Capital Group LLC886$35 06/30/2020
     RWO886$35 06/30/2020
Ballast Advisors LLC787$31 06/30/2020
     RWO787$31 06/30/2020
Verus Capital Partners LLC869$31 03/31/2020
     RWO869$31 03/31/2020
First Manhattan Co.751$29 06/30/2020
     RWO751$29 06/30/2020
Pathstone Family Office LLC739$29 06/30/2020
     RWO739$29 06/30/2020
HC Financial Advisors Inc.615$24 06/30/2020
     RWO615$24 06/30/2020
Sterling Investment Advisors Ltd.582$22 06/30/2020
     RWO582$22 06/30/2020
Franklin Resources Inc.493$19 06/30/2020
     RWO493$19 06/30/2020
Roble Belko & Company Inc471$18 06/30/2020
     RWO471$18 06/30/2020
Tsfg LLC296$12 06/30/2020
     RWO296$12 06/30/2020
Carmichael Hill & Associates Inc.285$11 06/30/2020
     RWO285$11 06/30/2020
WASHINGTON TRUST Co268$10 06/30/2020
     RWO268$10 06/30/2020
Carroll Financial Associates Inc.274$10 06/30/2020
     RWO274$10 06/30/2020
Stonebridge Capital Advisors LLC222$9 06/30/2020
     RWO222$9 06/30/2020
Aptus Capital Advisors LLC239$9 06/30/2020
     RWO239$9 06/30/2020
Ironwood Wealth Management LLC.241$9 06/30/2020
     RWO241$9 06/30/2020
Global Trust Asset Management LLC227$9 06/30/2020
     RWO227$9 06/30/2020
Gradient Investments LLC210$8 06/30/2020
     RWO210$8 06/30/2020
TCI Wealth Advisors Inc.168$7 06/30/2020
     RWO168$7 06/30/2020
Rosenberg Matthew Hamilton185$7 06/30/2020
     RWO185$7 06/30/2020
LifePlan Financial Group Inc165$6 06/30/2020
     RWO165$6 06/30/2020
Disciplined Investments LLC145$6 06/30/2020
     RWO145$6 06/30/2020
JNBA Financial Advisors125$5 06/30/2020
     RWO125$5 06/30/2020
Jacobi Capital Management LLC120$5 06/30/2020
     RWO120$5 06/30/2020
Flagship Harbor Advisors LLC129$5 06/30/2020
     RWO129$5 06/30/2020
Global Retirement Partners LLC128$5 06/30/2020
     RWO128$5 06/30/2020
Front Row Advisors LLC103$4 06/30/2020
     RWO103$4 06/30/2020
Efficient Wealth Management LLC110$4 06/30/2020
     RWO110$4 06/30/2020
Lenox Wealth Advisors LLC83$3 06/30/2020
     RWO83$3 06/30/2020
Capital Investment Advisory Services LLC66$3 06/30/2020
     RWO66$3 06/30/2020
Signaturefd LLC40$2 06/30/2020
     RWO40$2 06/30/2020
Asset Dedication LLC43$2 06/30/2020
     RWO43$2 06/30/2020
Captrust Financial Advisors59$2 06/30/2020
     RWO59$2 06/30/2020
Winslow Evans & Crocker Inc.50$2 06/30/2020
     RWO50$2 06/30/2020
AllSquare Wealth Management LLC49$2 06/30/2020
     RWO49$2 06/30/2020
Sugarloaf Wealth Management LLC42$2 06/30/2020
     RWO42$2 06/30/2020
Independence Bank of Kentucky40$2 06/30/2020
     RWO40$2 06/30/2020
Heritage Wealth Advisors21$1 06/30/2020
     RWO21$1 06/30/2020
Stratford Consulting LLC30$1 03/31/2020
     RWO30$1 03/31/2020
FMR LLC1$0 06/30/2020
     RWO1$0 06/30/2020
Manchester Financial Inc.6$0 06/30/2020
     RWO6$0 06/30/2020
Fortis Advisors LLC0$0 06/30/2020
     RWO0$0 06/30/2020
McIlrath & Eck LLC1$0 06/30/2020
     RWO1$0 06/30/2020
Orion Portfolio Solutions LLC11$0 06/30/2020
     RWO11$0 06/30/2020

See Summary: Institutional Holders of RWO
See Details: Top 10 Hedge Funds Holding RWO
Also See: RWO Holdings Changes

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