HoldingsChannel.com



Funds Holding RWO

On this page, we present all of the funds holding RWO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding RWO, with a link to that fund's top holdings. The next columns indicate the amount of RWO stock held by each of the funds holding RWO, followed by the RWO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 222 funds holding RWO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by State Street Corp. For more details on the positions held by State Street Corp (or by any of the other funds holding RWO), click the fund name in the "Holder" column of the funds-holding-RWO table below.

HolderAmountPosition Size
($ in 1000's)
 As of
State Street Corp5,045,927$220,557 12/31/2023
     RWO5,045,927$220,557 12/31/2023
Goldman Sachs Group Inc.3,318,412$145,048 12/31/2023
     RWO3,318,412$145,048 12/31/2023
Bank of New York Mellon Corp1,509,270$65,970 12/31/2023
     RWO1,509,270$65,970 12/31/2023
Huntington National Bank1,097,727$47,982 12/31/2023
     RWO1,097,727$47,982 12/31/2023
Glenmede Trust Co. NA925,820$40,468 12/31/2023
     RWO925,820$40,468 12/31/2023
Envestnet Asset Management Inc.493,042$21,551 12/31/2023
     RWO493,042$21,551 12/31/2023
Morgan Stanley481,901$21,064 12/31/2023
     RWO481,901$21,064 12/31/2023
Hsbc Holdings PLC387,473$16,936 12/31/2023
     RWO387,473$16,936 12/31/2023
Mariner LLC336,056$14,689 12/31/2023
     RWO336,056$14,689 12/31/2023
Raymond James Financial Services Advisors Inc.329,410$14,399 12/31/2023
     RWO329,410$14,399 12/31/2023
Brighton Jones LLC283,279$12,382 12/31/2023
     RWO283,279$12,382 12/31/2023
Modera Wealth Management LLC257,630$11,261 12/31/2023
     RWO257,630$11,261 12/31/2023
Cerity Partners LLC249,557$10,908 12/31/2023
     RWO249,557$10,908 12/31/2023
Quent Capital LLC247,788$10,831 12/31/2023
     RWO247,788$10,831 12/31/2023
One Capital Management LLC236,671$10,345 12/31/2023
     RWO236,671$10,345 12/31/2023
Jane Street Group LLC232,754$10,174 12/31/2023
     RWO232,754$10,174 12/31/2023
Waldron Private Wealth LLC221,758$9,693 12/31/2023
     RWO221,758$9,693 12/31/2023
Raymond James & Associates219,930$9,613 12/31/2023
     RWO219,930$9,613 12/31/2023
LPL Financial LLC209,925$9,176 12/31/2023
     RWO209,925$9,176 12/31/2023
Hills Bank & Trust Co188,595$8,243 12/31/2023
     RWO188,595$8,243 12/31/2023
M&T Bank Corp157,531$6,886 12/31/2023
     RWO157,531$6,886 12/31/2023
Altfest L J & Co. Inc.148,949$6,511 12/31/2023
     RWO148,949$6,511 12/31/2023
Jones Financial Companies Lllp142,262$6,218 12/31/2023
     RWO142,262$6,218 12/31/2023
Bank of America Corp DE141,487$6,184 12/31/2023
     RWO141,487$6,184 12/31/2023
STA Wealth Management LLC138,056$6,034 12/31/2023
     RWO138,056$6,034 12/31/2023
Susquehanna International Group LLP135,586$5,926 12/31/2023
     RWO135,586$5,926 12/31/2023
JFS Wealth Advisors LLC115,595$5,053 12/31/2023
     RWO115,595$5,053 12/31/2023
HighTower Advisors LLC110,676$4,834 12/31/2023
     RWO110,676$4,834 12/31/2023
XML Financial LLC105,729$4,621 12/31/2023
     RWO105,729$4,621 12/31/2023
Orin Green Financial LLC100,059$4,352 12/31/2023
     RWO100,059$4,352 12/31/2023
Advisor Group Holdings Inc.97,940$4,290 12/31/2023
     RWO97,940$4,290 12/31/2023
Addis & Hill Inc102,076$4,264 12/31/2023
     RWO102,076$4,264 12/31/2023
Valmark Advisers Inc.94,224$4,119 12/31/2023
     RWO94,224$4,119 12/31/2023
Foster Victor Wealth Advisors LLC93,232$4,055 12/31/2023
     RWO93,232$4,055 12/31/2023
MML Investors Services LLC92,566$4,046 12/31/2023
     RWO92,566$4,046 12/31/2023
US Bancorp DE80,785$3,531 12/31/2023
     RWO80,785$3,531 12/31/2023
Rappaport Reiches Capital Management LLC79,555$3,407 03/31/2024
     RWO79,555$3,407 03/31/2024
Banque Cantonale Vaudoise78,986$3,382 03/31/2024
     RWO78,986$3,382 03/31/2024
Moss Adams Wealth Advisors LLC69,459$3,036 12/31/2023
     RWO69,459$3,036 12/31/2023
Natixis Advisors L.P.68,074$2,975 12/31/2023
     RWO68,074$2,975 12/31/2023
Efficient Advisors LLC65,821$2,877 12/31/2023
     RWO65,821$2,877 12/31/2023
Capstone Financial Advisors Inc.64,816$2,833 12/31/2023
     RWO64,816$2,833 12/31/2023
Buckingham Strategic Wealth LLC61,622$2,693 12/31/2023
     RWO61,622$2,693 12/31/2023
Beacon Pointe Advisors LLC61,557$2,691 12/31/2023
     RWO61,557$2,691 12/31/2023
Blair William & Co. IL60,073$2,626 12/31/2023
     RWO60,073$2,626 12/31/2023
Royal Bank of Canada58,804$2,570 12/31/2023
     RWO58,804$2,570 12/31/2023
Cambridge Investment Research Advisors Inc.54,508$2,383 12/31/2023
     RWO54,508$2,383 12/31/2023
Park Avenue Securities LLC53,587$2,295 03/31/2024
     RWO53,587$2,295 03/31/2024
BIP Wealth LLC47,143$2,061 12/31/2023
     RWO47,143$2,061 12/31/2023
OLD Mission Capital LLC45,000$1,967 12/31/2023
     RWO45,000$1,967 12/31/2023
Boston Private Wealth LLC44,449$1,943 12/31/2023
     RWO44,449$1,943 12/31/2023
DHK Financial Advisors Inc.39,537$1,728 12/31/2023
     RWO39,537$1,728 12/31/2023
HHM Wealth Advisors LLC39,315$1,718 12/31/2023
     RWO39,315$1,718 12/31/2023
Northwestern Mutual Wealth Management Co.38,804$1,696 12/31/2023
     RWO38,804$1,696 12/31/2023
Brooklyn FI LLC38,393$1,644 03/31/2024
     RWO38,393$1,644 03/31/2024
Total Wealth Planning LLC38,140$1,633 03/31/2024
     RWO38,140$1,633 03/31/2024
Wells Fargo & Company MN37,028$1,619 12/31/2023
     RWO37,028$1,619 12/31/2023
Kestra Advisory Services LLC36,147$1,580 12/31/2023
     RWO36,147$1,580 12/31/2023
Mercer Global Advisors Inc. ADV36,089$1,577 12/31/2023
     RWO36,089$1,577 12/31/2023
Abacus Planning Group Inc.34,227$1,466 03/31/2024
     RWO34,227$1,466 03/31/2024
Matrix Private Capital Group LLC33,236$1,453 12/31/2023
     RWO33,236$1,453 12/31/2023
Savant Capital LLC29,134$1,273 12/31/2023
     RWO29,134$1,273 12/31/2023
Israel Discount Bank of New York27,712$1,211 12/31/2023
     RWO27,712$1,211 12/31/2023
Private Advisor Group LLC27,073$1,183 12/31/2023
     RWO27,073$1,183 12/31/2023
Coastline Trust Co26,900$1,176 12/31/2023
     RWO26,900$1,176 12/31/2023
Cetera Investment Advisers26,533$1,160 12/31/2023
     RWO26,533$1,160 12/31/2023
Barclays PLC26,251$1,147 12/31/2023
     RWO26,251$1,147 12/31/2023
Wealth Enhancement Advisory Services LLC25,587$1,096 03/31/2024
     RWO25,587$1,096 03/31/2024
Citadel Advisors LLC23,769$1,039 12/31/2023
     RWO23,769$1,039 12/31/2023
Great Valley Advisor Group Inc.23,510$1,028 12/31/2023
     RWO23,510$1,028 12/31/2023
ORBA Wealth Advisors L.L.C.23,275$1,017 12/31/2023
     RWO23,275$1,017 12/31/2023
Lester Murray Antman dba SimplyRich23,237$1,016 12/31/2023
     RWO23,237$1,016 12/31/2023
Archetype Wealth Partners LLC22,773$995 12/31/2023
     RWO22,773$995 12/31/2023
IFG Advisory LLC21,037$920 12/31/2023
     RWO21,037$920 12/31/2023
RFG Advisory LLC20,428$875 03/31/2024
     RWO20,428$875 03/31/2024
Creative Planning19,152$837 12/31/2023
     RWO19,152$837 12/31/2023
Sequoia Financial Advisors LLC17,733$775 12/31/2023
     RWO17,733$775 12/31/2023
Brand Asset Management Group Inc.17,366$759 12/31/2023
     RWO17,366$759 12/31/2023
Avantax Advisory Services Inc.16,599$726 12/31/2023
     RWO16,599$726 12/31/2023
First Command Advisory Services Inc.16,264$711 12/31/2023
     RWO16,264$711 12/31/2023
SOL Capital Management CO16,206$708 12/31/2023
     RWO16,206$708 12/31/2023
FSB Premier Wealth Management Inc.16,101$704 12/31/2023
     RWO16,101$704 12/31/2023
Hoge Financial Services LLC15,683$686 12/31/2023
     RWO15,683$686 12/31/2023
Fifth Third Bancorp15,410$674 12/31/2023
     RWO15,410$674 12/31/2023
Orion Portfolio Solutions LLC14,753$642 12/31/2023
     RWO14,753$642 12/31/2023
Aquire Wealth Advisors LLC14,508$634 12/31/2023
     RWO14,508$634 12/31/2023
Integrated Advisors Network LLC12,304$538 12/31/2023
     RWO12,304$538 12/31/2023
Commonwealth Equity Services LLC11,949$522 12/31/2023
     RWO11,949$522 12/31/2023
UBS Group AG11,866$519 12/31/2023
     RWO11,866$519 12/31/2023
First Citizens Bank & Trust Co.11,639$498 03/31/2024
     RWO11,639$498 03/31/2024
Pacific Capital Wealth Advisors Inc.11,399$498 12/31/2023
     RWO11,399$498 12/31/2023
Aspire Private Capital LLC11,567$495 03/31/2024
     RWO11,567$495 03/31/2024
Ameriprise Financial Inc.11,134$487 12/31/2023
     RWO11,134$487 12/31/2023
Baird Financial Group Inc.10,916$477 12/31/2023
     RWO10,916$477 12/31/2023
Emerald Advisors LLC10,755$470 12/31/2023
     RWO10,755$470 12/31/2023
David Loasby10,643$457 12/31/2023
     RWO10,643$457 12/31/2023
GWM Advisors LLC10,654$450 12/31/2023
     RWO10,654$450 12/31/2023
MPS Loria Financial Planners LLC10,410$446 03/31/2024
     RWO10,410$446 03/31/2024
Sound Stewardship LLC10,085$441 12/31/2023
     RWO10,085$441 12/31/2023
Resources Investment Advisors LLC.9,487$415 12/31/2023
     RWO9,487$415 12/31/2023
Edmonds Duncan Registered Investment Advisors LLC9,476$406 03/31/2024
     RWO9,476$406 03/31/2024
USAdvisors Wealth Management LLC8,873$387 12/31/2023
     RWO8,873$387 12/31/2023
Truist Financial Corp8,644$378 12/31/2023
     RWO8,644$378 12/31/2023
Virtu Financial LLC8,608$376 12/31/2023
     RWO8,608$376 12/31/2023
CWM LLC8,604$368 03/31/2024
     RWO8,604$368 03/31/2024
Consolidated Portfolio Review Corp8,218$359 12/31/2023
     RWO8,218$359 12/31/2023
Sawtooth Solutions LLC8,147$356 12/31/2023
     RWO8,147$356 12/31/2023
AE Wealth Management LLC8,327$351 12/31/2023
     RWO8,327$351 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management7,961$348 12/31/2023
     RWO7,961$348 12/31/2023
Tilson Financial Group Inc.7,949$347 12/31/2023
     RWO7,949$347 12/31/2023
FC Advisory LLC7,745$339 12/31/2023
     RWO7,745$339 12/31/2023
Cetera Advisors LLC7,523$329 12/31/2023
     RWO7,523$329 12/31/2023
Bailard Inc.7,435$325 12/31/2023
     RWO7,435$325 12/31/2023
Envestnet Portfolio Solutions Inc.7,442$325 12/31/2023
     RWO7,442$325 12/31/2023
Cetera Advisor Networks LLC7,377$322 12/31/2023
     RWO7,377$322 12/31/2023
Boltwood Capital Management7,504$321 03/31/2024
     RWO7,504$321 03/31/2024
Lido Advisors LLC7,260$317 12/31/2023
     RWO7,260$317 12/31/2023
Strategic Family Wealth Counselors L.L.C.7,184$314 12/31/2023
     RWO7,184$314 12/31/2023
PDS Planning Inc6,991$306 12/31/2023
     RWO6,991$306 12/31/2023
Integrated Wealth Concepts LLC6,866$300 12/31/2023
     RWO6,866$300 12/31/2023
Fifth Third Wealth Advisors LLC6,985$299 03/31/2024
     RWO6,985$299 03/31/2024
J.W. Cole Advisors Inc.6,784$297 12/31/2023
     RWO6,784$297 12/31/2023
Bank of Montreal Can6,548$289 12/31/2023
     RWO6,548$289 12/31/2023
FDx Advisors Inc.6,457$282 12/31/2023
     RWO6,457$282 12/31/2023
Evanson Asset Management LLC6,545$280 03/31/2024
     RWO6,545$280 03/31/2024
Larson Financial Group LLC6,225$272 12/31/2023
     RWO6,225$272 12/31/2023
Almanack Investment Partners LLC.6,068$265 12/31/2023
     RWO6,068$265 12/31/2023
N.E.W. Advisory Services LLC5,575$244 12/31/2023
     RWO5,575$244 12/31/2023
Signature Securities Group Corporation5,650$242 03/31/2024
     RWO5,650$242 03/31/2024
Sontag Advisory LLC5,281$231 12/31/2023
     RWO5,281$231 12/31/2023
CFS Investment Advisory Services LLC5,254$230 12/31/2023
     RWO5,254$230 12/31/2023
Simplicity Wealth LLC5,141$225 12/31/2023
     RWO5,141$225 12/31/2023
Valeo Financial Advisors LLC5,207$223 03/31/2024
     RWO5,207$223 03/31/2024
Raymond James Trust N.A.5,074$222 12/31/2023
     RWO5,074$222 12/31/2023
Oarsman Capital Inc.5,054$221 12/31/2023
     RWO5,054$221 12/31/2023
Stifel Financial Corp4,853$212 12/31/2023
     RWO4,853$212 12/31/2023
CoreCap Advisors LLC4,751$208 12/31/2023
     RWO4,751$208 12/31/2023
Harbour Investments Inc.4,697$205 12/31/2023
     RWO4,697$205 12/31/2023
Phillips Financial Management LLC4,676$204 12/31/2023
     RWO4,676$204 12/31/2023
Steward Partners Investment Advisory LLC4,546$199 12/31/2023
     RWO4,546$199 12/31/2023
IFP Advisors Inc3,744$164 12/31/2023
     RWO3,744$164 12/31/2023
Capital Analysts LLC3,565$156 12/31/2023
     RWO3,565$156 12/31/2023
Comerica Bank3,492$153 12/31/2023
     RWO3,492$153 12/31/2023
Ancora Advisors LLC3,508$153 12/31/2023
     RWO3,508$153 12/31/2023
Tennessee Valley Asset Management Partners3,062$134 12/31/2023
     RWO3,062$134 12/31/2023
Financial Advisory Service Inc.2,946$129 12/31/2023
     RWO2,946$129 12/31/2023
The PNC Financial Services Group Inc.2,716$119 12/31/2023
     RWO2,716$119 12/31/2023
Private Ocean LLC2,671$114 03/31/2024
     RWO2,671$114 03/31/2024
Qube Research & Technologies Ltd2,540$111 12/31/2023
     RWO2,540$111 12/31/2023
Main Street Group LTD2,106$92 12/31/2023
     RWO2,106$92 12/31/2023
GW&K Investment Management LLC1,822$80 12/31/2023
     RWO1,822$80 12/31/2023
Joseph Group Capital Management1,643$72 12/31/2023
     RWO1,643$72 12/31/2023
Cardiff Park Advisors LLC1,591$70 12/31/2023
     RWO1,591$70 12/31/2023
EverSource Wealth Advisors LLC1,465$64 12/31/2023
     RWO1,465$64 12/31/2023
Parallel Advisors LLC1,439$63 12/31/2023
     RWO1,439$63 12/31/2023
RFP Financial Group LLC1,346$59 12/31/2023
     RWO1,346$59 12/31/2023
First Community Trust NA1,200$51 03/31/2024
     RWO1,200$51 03/31/2024
Nomura Asset Management Co. Ltd.1,100$48 12/31/2023
     RWO1,100$48 12/31/2023
Brown Brothers Harriman & Co.1,000$44 12/31/2023
     RWO1,000$44 12/31/2023
Global Retirement Partners LLC982$42 12/31/2023
     RWO982$42 12/31/2023
1832 Asset Management L.P.850$37 12/31/2023
     RWO850$37 12/31/2023
Geneos Wealth Management Inc.715$31 12/31/2023
     RWO715$31 12/31/2023
JPMorgan Chase & Co.664$29 12/31/2023
     RWO664$29 12/31/2023
NBC Securities Inc.607$26 03/31/2024
     RWO607$26 03/31/2024
Webster Bank N. A.601$26 03/31/2024
     RWO601$26 03/31/2024
Gradient Investments LLC587$26 12/31/2023
     RWO587$26 12/31/2023
Retirement Group LLC595$26 12/31/2023
     RWO595$26 12/31/2023
Koesten Hirschmann & Crabtree INC.530$23 12/31/2023
     RWO530$23 12/31/2023
The Manufacturers Life Insurance Company 502$22 12/31/2023
     RWO502$22 12/31/2023
FMR LLC476$21 12/31/2023
     RWO476$21 12/31/2023
Parkside Financial Bank & Trust471$21 12/31/2023
     RWO471$21 12/31/2023
Advisory Services Network LLC488$21 12/31/2023
     RWO488$21 12/31/2023
Allworth Financial LP357$16 12/31/2023
     RWO357$16 12/31/2023
Private Wealth Management Group LLC364$16 12/31/2023
     RWO364$16 12/31/2023
First Horizon Advisors Inc.331$15 12/31/2023
     RWO331$15 12/31/2023
AdvisorNet Financial Inc295$13 03/31/2024
     RWO295$13 03/31/2024
Scarborough Advisors LLC306$13 12/31/2023
     RWO306$13 12/31/2023
Ironwood Wealth Management LLC.291$12 03/31/2024
     RWO291$12 03/31/2024
Financial Freedom LLC270$12 12/31/2023
     RWO270$12 12/31/2023
Clearstead Advisors LLC250$11 12/31/2023
     RWO250$11 12/31/2023
Raleigh Capital Management Inc.200$9 12/31/2023
     RWO200$9 12/31/2023
Global Trust Asset Management LLC195$8 03/31/2024
     RWO195$8 03/31/2024
Tsfg LLC193$8 03/31/2024
     RWO193$8 03/31/2024
Aptus Capital Advisors LLC180$8 12/31/2023
     RWO180$8 12/31/2023
Rosenberg Matthew Hamilton185$8 12/31/2023
     RWO185$8 12/31/2023
Capital Advisors Ltd. LLC170$7 03/31/2024
     RWO170$7 03/31/2024
Laurel Wealth Advisors LLC151$7 12/31/2023
     RWO151$7 12/31/2023
Sage Mountain Advisors LLC159$7 12/31/2023
     RWO159$7 12/31/2023
Iron Horse Wealth Management LLC121$5 03/31/2024
     RWO121$5 03/31/2024
CENTRAL TRUST Co103$5 12/31/2023
     RWO103$5 12/31/2023
Front Row Advisors LLC103$5 12/31/2023
     RWO103$5 12/31/2023
Avion Wealth110$5 12/31/2023
     RWO110$5 12/31/2023
Cape Investment Advisory Inc.122$5 12/31/2023
     RWO122$5 12/31/2023
Cherry Tree Wealth Management LLC106$5 12/31/2023
     RWO106$5 12/31/2023
Coastal Investment Advisors Inc.83$4 03/31/2024
     RWO83$4 03/31/2024
Castleview Partners LLC98$4 12/31/2023
     RWO98$4 12/31/2023
ICA Group Wealth Management LLC94$4 12/31/2023
     RWO94$4 12/31/2023
Northwest Capital Management Inc71$3 03/31/2024
     RWO71$3 03/31/2024
Sound Income Strategies LLC63$3 03/31/2024
     RWO63$3 03/31/2024
Principal Securities Inc.78$3 12/31/2023
     RWO78$3 12/31/2023
VisionPoint Advisory Group LLC65$3 12/31/2023
     RWO65$3 12/31/2023
Householder Group Estate & Retirement Specialist LLC65$3 12/31/2023
     RWO65$3 12/31/2023
Signaturefd LLC46$2 12/31/2023
     RWO46$2 12/31/2023
Sugarloaf Wealth Management LLC47$2 12/31/2023
     RWO47$2 12/31/2023
Key Financial Inc41$2 12/31/2023
     RWO41$2 12/31/2023
Foster Dykema Cabot & Partners LLC53$2 12/31/2023
     RWO53$2 12/31/2023
Tradewinds Capital Management LLC23$1 03/31/2024
     RWO23$1 03/31/2024
Heritage Wealth Advisors21$1 12/31/2023
     RWO21$1 12/31/2023
AllSquare Wealth Management LLC22$1 12/31/2023
     RWO22$1 12/31/2023
Bogart Wealth LLC32$1 12/31/2023
     RWO32$1 12/31/2023
Princeton Global Asset Management LLC29$1 12/31/2023
     RWO29$1 12/31/2023
Glass Jacobson Investment Advisors llc30$1 12/31/2023
     RWO30$1 12/31/2023
Impact Partnership Wealth LLC30$1 12/31/2023
     RWO30$1 12/31/2023
Vima LLC33$1 12/31/2023
     RWO33$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     RWO0$0 12/31/2023
NBT Bank N A NY2$0 12/31/2023
     RWO2$0 12/31/2023
Tower Research Capital LLC TRC 6$0 12/31/2023
     RWO6$0 12/31/2023
NewSquare Capital LLC4$0 12/31/2023
     RWO4$0 12/31/2023
Silicon Valley Capital Partners1$0 12/31/2023
     RWO1$0 12/31/2023
Financial Gravity Asset Management Inc.5$0 12/31/2023
     RWO5$0 12/31/2023
Ballast Advisors LLC11$0 12/31/2023
     RWO11$0 12/31/2023
Gordian Capital Singapore Pte Ltd1$0 12/31/2023
     RWO1$0 12/31/2023
Smartleaf Asset Management LLC10$0 12/31/2023
     RWO10$0 12/31/2023

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

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