HoldingsChannel.com
Funds Holding RWX

On this page, we present all of the funds holding RWX from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding RWX, with a link to that fund's top holdings. The next columns indicate the amount of RWX stock held by each of the funds holding RWX, followed by the RWX position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 147 funds holding RWX within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Paladin Advisory Group LLC. For more details on the positions held by Paladin Advisory Group LLC (or by any of the other funds holding RWX), click the fund name in the "Holder" column of the funds-holding-RWX table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Paladin Advisory Group LLC $88,930 12/31/2022
     Call3,322$88,930 12/31/2022
State Street Corp2,520,086$60,759 09/30/2022
     RWX2,520,086$60,759 09/30/2022
Wells Fargo & Company MN1,947,387$46,952 09/30/2022
     RWX1,947,387$46,952 09/30/2022
Goldman Sachs Group Inc.1,262,290$30,434 09/30/2022
     RWX1,262,290$30,434 09/30/2022
Northern Trust Corp1,148,655$27,694 09/30/2022
     RWX1,148,655$27,694 09/30/2022
Osborne Partners Capital Management LLC902,177$24,151 12/31/2022
     RWX902,177$24,151 12/31/2022
Morgan Stanley999,231$24,092 09/30/2022
     RWX999,231$24,092 09/30/2022
Bank of America Corp DE432,684$10,432 09/30/2022
     RWX432,684$10,432 09/30/2022
M&T Bank Corp361,774$8,721 09/30/2022
     RWX361,774$8,721 09/30/2022
SG Americas Securities LLC213,310$5,143 09/30/2022
     RWX213,310$5,143 09/30/2022
ING Groep NV210,000$5,063 09/30/2022
     RWX210,000$5,063 09/30/2022
Assetmark Inc.204,684$4,935 09/30/2022
     RWX204,684$4,935 09/30/2022
FMR LLC201,575$4,860 09/30/2022
     RWX201,575$4,860 09/30/2022
Money Design Co. Ltd.201,035$4,847 09/30/2022
     RWX201,035$4,847 09/30/2022
LPL Financial LLC163,225$3,935 09/30/2022
     RWX163,225$3,935 09/30/2022
UBS Group AG161,185$3,886 09/30/2022
     RWX161,185$3,886 09/30/2022
Congress Wealth Management LLC DE 136,001$3,279 09/30/2022
     RWX136,001$3,279 09/30/2022
AWM Capital LLC92,080$2,438 09/30/2022
     RWX92,080$2,438 09/30/2022
Rockefeller Capital Management L.P.95,616$2,304 09/30/2022
     RWX95,616$2,304 09/30/2022
Jane Street Group LLC92,494$2,230 09/30/2022
     RWX92,494$2,230 09/30/2022
Mirae Asset Global Investments Co. Ltd.91,643$2,210 09/30/2022
     RWX91,643$2,210 09/30/2022
Fairview Capital Investment Management LLC64,324$1,550 09/30/2022
     RWX64,324$1,550 09/30/2022
Envestnet Asset Management Inc.63,287$1,526 09/30/2022
     RWX63,287$1,526 09/30/2022
AMG National Trust Bank59,293$1,430 09/30/2022
     RWX59,293$1,430 09/30/2022
Savant Capital LLC57,315$1,382 09/30/2022
     RWX57,315$1,382 09/30/2022
Raymond James Financial Services Advisors Inc.56,475$1,362 09/30/2022
     RWX56,475$1,362 09/30/2022
BOK Financial Private Wealth Inc.33,206$1,312 09/30/2022
     RWX33,206$1,312 09/30/2022
RPg Family Wealth Advisory LLC46,460$1,292 09/30/2022
     RWX46,460$1,292 09/30/2022
Innova Wealth Partners45,277$1,212 12/31/2022
     RWX45,277$1,212 12/31/2022
Valmark Advisers Inc.45,506$1,097 09/30/2022
     RWX45,506$1,097 09/30/2022
First Republic Investment Management Inc.43,108$1,039 09/30/2022
     RWX43,108$1,039 09/30/2022
US Bancorp DE42,476$1,024 09/30/2022
     RWX42,476$1,024 09/30/2022
Kohmann Bosshard Financial Services LLC35,651$954 12/31/2022
     RWX35,651$954 12/31/2022
Mission Wealth Management LP39,052$942 09/30/2022
     RWX39,052$942 09/30/2022
Fifth Third Bancorp34,008$910 12/31/2022
     RWX34,008$910 12/31/2022
Maryland Capital Advisors Inc.32,248$863 12/31/2022
     RWX32,248$863 12/31/2022
Baker Avenue Asset Management LP31,201$752 09/30/2022
     RWX31,201$752 09/30/2022
Bank of Montreal Can27,293$741 09/30/2022
     RWX27,293$741 09/30/2022
IFP Advisors Inc18,005$722 09/30/2022
     RWX18,005$722 09/30/2022
Surevest LLC29,313$707 09/30/2022
     RWX29,313$707 09/30/2022
United Capital Financial Advisers LLC28,257$681 09/30/2022
     RWX28,257$681 09/30/2022
Advisor Group Holdings Inc.27,232$657 09/30/2022
     RWX27,232$657 09/30/2022
Investors Research Corp25,917$625 09/30/2022
     RWX25,917$625 09/30/2022
Buckingham Strategic Wealth LLC25,668$619 09/30/2022
     RWX25,668$619 09/30/2022
Dowling & Yahnke LLC24,504$591 09/30/2022
     RWX24,504$591 09/30/2022
Oarsman Capital Inc.23,385$564 09/30/2022
     RWX23,385$564 09/30/2022
Ballentine Partners LLC20,965$561 12/31/2022
     RWX20,965$561 12/31/2022
Royal Bank of Canada22,745$548 09/30/2022
     RWX22,745$548 09/30/2022
Northwestern Mutual Wealth Management Co.22,673$546 09/30/2022
     RWX22,673$546 09/30/2022
New England Private Wealth Advisors LLC22,075$532 09/30/2022
     RWX22,075$532 09/30/2022
Alhambra Investment Partners LLC19,656$526 12/31/2022
     RWX19,656$526 12/31/2022
Kestra Advisory Services LLC19,364$467 09/30/2022
     RWX19,364$467 09/30/2022
HBK Sorce Advisory LLC18,984$458 09/30/2022
     RWX18,984$458 09/30/2022
Blair William & Co. IL18,609$449 09/30/2022
     RWX18,609$449 09/30/2022
Colorado Capital Management Inc.15,515$416 12/31/2022
     RWX15,515$416 12/31/2022
Upper Left Wealth Management LLC15,292$409 12/31/2022
     RWX15,292$409 12/31/2022
Aletheian Wealth Advisors LLC14,587$390 12/31/2022
     RWX14,587$390 12/31/2022
Csenge Advisory Group16,003$386 09/30/2022
     RWX16,003$386 09/30/2022
Truist Financial Corp15,661$378 09/30/2022
     RWX15,661$378 09/30/2022
Empirical Financial Services LLC d.b.a. Empirical Wealth Management15,375$371 09/30/2022
     RWX15,375$371 09/30/2022
Tudor Investment Corp Et Al15,076$363 09/30/2022
     RWX15,076$363 09/30/2022
Fifth Third Securities Inc.14,280$344 09/30/2022
     RWX14,280$344 09/30/2022
Beacon Pointe Advisors LLC14,226$343 09/30/2022
     RWX14,226$343 09/30/2022
Mercer Global Advisors Inc. ADV13,771$332 09/30/2022
     RWX13,771$332 09/30/2022
Park Avenue Securities LLC11,834$317 12/31/2022
     RWX11,834$317 12/31/2022
Jaffetilchin Investment Partners LLC11,559$279 09/30/2022
     RWX11,559$279 09/30/2022
Old Port Advisors10,378$278 12/31/2022
     RWX10,378$278 12/31/2022
Cerity Partners LLC11,441$276 09/30/2022
     RWX11,441$276 09/30/2022
AE Wealth Management LLC11,413$275 09/30/2022
     RWX11,413$275 09/30/2022
Ameriprise Financial Inc.11,283$272 09/30/2022
     RWX11,283$272 09/30/2022
Bank of Nova Scotia11,130$268 09/30/2022
     RWX11,130$268 09/30/2022
Cullen Frost Bankers Inc.10,520$254 09/30/2022
     RWX10,520$254 09/30/2022
SOL Capital Management CO9,295$249 12/31/2022
     RWX9,295$249 12/31/2022
Raymond James Trust N.A.10,078$243 09/30/2022
     RWX10,078$243 09/30/2022
Spire Wealth Management9,881$238 09/30/2022
     RWX9,881$238 09/30/2022
One Capital Management LLC9,850$237 09/30/2022
     RWX9,850$237 09/30/2022
Personal Capital Advisors Corp9,723$234 09/30/2022
     RWX9,723$234 09/30/2022
Marble Harbor Investment Counsel LLC9,500$229 09/30/2022
     RWX9,500$229 09/30/2022
Commonwealth Equity Services LLC9,497$228 09/30/2022
     RWX9,497$228 09/30/2022
GeoWealth Management LLC9,109$218 09/30/2022
     RWX9,109$218 09/30/2022
Wade G W & Inc.8,915$215 09/30/2022
     RWX8,915$215 09/30/2022
Creative Planning8,679$209 09/30/2022
     RWX8,679$209 09/30/2022
Alesco Advisors LLC7,600$203 12/31/2022
     RWX7,600$203 12/31/2022
Parallel Advisors LLC6,000$145 09/30/2022
     RWX6,000$145 09/30/2022
Covington Capital Management5,727$138 09/30/2022
     RWX5,727$138 09/30/2022
First Horizon Advisors Inc.5,430$131 09/30/2022
     RWX5,430$131 09/30/2022
Global Retirement Partners LLC4,000$98 09/30/2022
     RWX4,000$98 09/30/2022
Citigroup Inc.3,653$88 09/30/2022
     RWX3,653$88 09/30/2022
Aspire Private Capital LLC3,632$88 09/30/2022
     RWX3,632$88 09/30/2022
The PNC Financial Services Group Inc.3,073$74 09/30/2022
     RWX3,073$74 09/30/2022
Pinnacle Bank2,671$72 12/31/2022
     RWX2,671$72 12/31/2022
JPMorgan Chase & Co.2,918$70 09/30/2022
     RWX2,918$70 09/30/2022
Huntington National Bank2,803$68 09/30/2022
     RWX2,803$68 09/30/2022
Farmers & Merchants Investments Inc.2,770$67 09/30/2022
     RWX2,770$67 09/30/2022
Private Trust Co. NA2,387$64 12/31/2022
     RWX2,387$64 12/31/2022
Private Ocean LLC2,636$63 09/30/2022
     RWX2,636$63 09/30/2022
Capital Directions Investment Advisors LLC0$48 09/30/2022
     RWX0$48 09/30/2022
Sandy Spring Bank1,914$46 09/30/2022
     RWX1,914$46 09/30/2022
Strategic Asset Management LLC1,558$38 09/30/2022
     RWX1,558$38 09/30/2022
Raleigh Capital Management Inc.1,492$36 09/30/2022
     RWX1,492$36 09/30/2022
Aptus Capital Advisors LLC1,325$32 09/30/2022
     RWX1,325$32 09/30/2022
Disciplined Investments LLC1,323$32 09/30/2022
     RWX1,323$32 09/30/2022
Parkside Financial Bank & Trust955$23 09/30/2022
     RWX955$23 09/30/2022
Beacon Capital Management Inc.745$20 12/31/2022
     RWX745$20 12/31/2022
Moisand Fitzgerald Tamayo LLC734$20 12/31/2022
     RWX734$20 12/31/2022
Bank of New Hampshire745$20 12/31/2022
     RWX745$20 12/31/2022
Qube Research & Technologies Ltd755$18 09/30/2022
     RWX755$18 09/30/2022
CoreFirst Bank & Trust713$17 09/30/2022
     RWX713$17 09/30/2022
Geneos Wealth Management Inc.684$16 09/30/2022
     RWX684$16 09/30/2022
Gould Capital LLC651$16 09/30/2022
     RWX651$16 09/30/2022
Benjamin F. Edwards & Company Inc.618$15 09/30/2022
     RWX618$15 09/30/2022
Capital Asset Advisory Services LLC614$15 09/30/2022
     RWX614$15 09/30/2022
Absolute Capital Management LLC597$14 09/30/2022
     RWX597$14 09/30/2022
City Holding Co.500$13 12/31/2022
     RWX500$13 12/31/2022
Eagle Bay Advisors LLC500$13 12/31/2022
     RWX500$13 12/31/2022
Harbour Investments Inc.465$13 09/30/2022
     RWX465$13 09/30/2022
Franklin Resources Inc.508$12 09/30/2022
     RWX508$12 09/30/2022
IMA Wealth Inc.500$12 09/30/2022
     RWX500$12 09/30/2022
Phillips Financial Management LLC395$11 12/31/2022
     RWX395$11 12/31/2022
Lindbrook Capital LLC400$11 12/31/2022
     RWX400$11 12/31/2022
Accel Wealth Management398$11 12/31/2022
     RWX398$11 12/31/2022
Signaturefd LLC383$10 12/31/2022
     RWX383$10 12/31/2022
Front Row Advisors LLC417$10 09/30/2022
     RWX417$10 09/30/2022
Tradition Wealth Management LLC367$9 09/30/2022
     RWX367$9 09/30/2022
Atlantic Trust LLC350$8 09/30/2022
     RWX350$8 09/30/2022
Arcus Capital Partners LLC208$6 12/31/2022
     RWX208$6 12/31/2022
Motco242$6 09/30/2022
     RWX242$6 09/30/2022
AGF Investments LLC194$5 09/30/2022
     RWX194$5 09/30/2022
CWM LLC159$4 09/30/2022
     RWX159$4 09/30/2022
Nelson Van Denburg & Campbell Wealth Management Group LLC180$4 09/30/2022
     RWX180$4 09/30/2022
Jackson Hole Capital Partners LLC176$4 09/30/2022
     RWX176$4 09/30/2022
Clear Perspectives Financial Planning LLC157$4 09/30/2022
     RWX157$4 09/30/2022
NewSquare Capital LLC124$3 09/30/2022
     RWX124$3 09/30/2022
113$3 09/30/2022
     RWX113$3 09/30/2022
Bellwether Advisors LLC129$3 09/30/2022
     RWX129$3 09/30/2022
Proequities Inc.62$2 12/31/2022
     RWX62$2 12/31/2022
Allworth Financial LP59$2 12/31/2022
     RWX59$2 12/31/2022
BDO Wealth Advisors LLC90$2 12/31/2022
     RWX90$2 12/31/2022
Capital Investment Advisory Services LLC88$2 09/30/2022
     RWX88$2 09/30/2022
Larson Financial Group LLC63$2 09/30/2022
     RWX63$2 09/30/2022
Pin Oak Investment Advisors Inc.47$1 09/30/2022
     RWX47$1 09/30/2022
Transamerica Financial Advisors Inc.2$1 09/30/2022
     RWX2$1 09/30/2022
Pacific Center for Financial Services47$1 09/30/2022
     RWX47$1 09/30/2022
EverSource Wealth Advisors LLC40$1 09/30/2022
     RWX40$1 09/30/2022
Steward Partners Investment Advisory LLC29$1 09/30/2022
     RWX29$1 09/30/2022
Tower Research Capital LLC TRC 1$0 09/30/2022
     RWX1$0 09/30/2022
Westside Investment Management Inc.12$0 09/30/2022
     RWX12$0 09/30/2022
Covestor Ltd20$0 09/30/2022
     RWX20$0 09/30/2022

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

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