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Institutional Holders of RWJ

There is a long list of 169 institutional holders of RWJ within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of RWJ by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-RWJ table below, the initial column indicates the name of each top institutional holder of RWJ, with a link to that fund's top holdings. The next columns indicate the amount of RWJ stock held by each of the institutional holders of RWJ, followed by the RWJ position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC2,919,804$120,967 12/31/2023
     RWJ2,919,804$120,967 12/31/2023
Morgan Stanley2,133,967$88,410 12/31/2023
     RWJ2,133,967$88,410 12/31/2023
Ameriprise Financial Inc.1,474,986$61,147 12/31/2023
     RWJ1,474,986$61,147 12/31/2023
Raymond James Financial Services Advisors Inc.1,335,621$57,178 03/31/2024
     RWJ1,335,621$57,178 03/31/2024
Fusion Family Wealth LLC1,210,235$50,140 12/31/2023
     RWJ1,210,235$50,140 12/31/2023
Commonwealth Equity Services LLC1,187,975$49,218 12/31/2023
     RWJ1,187,975$49,218 12/31/2023
Bank of America Corp DE1,088,824$45,110 12/31/2023
     RWJ1,088,824$45,110 12/31/2023
Advisor Group Holdings Inc.942,146$39,035 12/31/2023
     RWJ942,146$39,035 12/31/2023
Wells Fargo & Company MN651,273$26,982 12/31/2023
     RWJ651,273$26,982 12/31/2023
UBS Group AG518,676$21,489 12/31/2023
     RWJ518,676$21,489 12/31/2023
Private Advisor Group LLC409,260$16,956 12/31/2023
     RWJ409,260$16,956 12/31/2023
WFA Asset Management Corp315,667$13,514 03/31/2024
     RWJ315,667$13,514 03/31/2024
Hyperion Partners LLC314,777$13,476 03/31/2024
     RWJ314,777$13,476 03/31/2024
Ancora Advisors LLC310,440$12,862 12/31/2023
     RWJ310,440$12,862 12/31/2023
Stifel Financial Corp306,358$12,693 12/31/2023
     RWJ306,358$12,693 12/31/2023
Wellington Wealth Strategies LLC.289,432$11,991 12/31/2023
     RWJ289,432$11,991 12/31/2023
Northwestern Mutual Wealth Management Co.274,126$11,357 12/31/2023
     RWJ274,126$11,357 12/31/2023
Onyx Bridge Wealth Group LLC261,719$10,843 12/31/2023
     RWJ261,719$10,843 12/31/2023
Raymond James & Associates243,011$10,403 03/31/2024
     RWJ243,011$10,403 03/31/2024
Mariner LLC224,483$9,300 12/31/2023
     RWJ224,483$9,300 12/31/2023
Wade G W & Inc.214,411$8,883 12/31/2023
     RWJ214,411$8,883 12/31/2023
Consolidated Planning Corp202,464$8,388 12/31/2023
     RWJ202,464$8,388 12/31/2023
Cetera Advisor Networks LLC198,835$8,238 12/31/2023
     RWJ198,835$8,238 12/31/2023
Cambridge Investment Research Advisors Inc.156,025$6,679 03/31/2024
     RWJ156,025$6,679 03/31/2024
Envestnet Asset Management Inc.145,810$6,041 12/31/2023
     RWJ145,810$6,041 12/31/2023
Steward Partners Investment Advisory LLC134,354$5,566 12/31/2023
     RWJ134,354$5,566 12/31/2023
Two Sigma Investments LP112,625$4,666 12/31/2023
     RWJ112,625$4,666 12/31/2023
Kestra Advisory Services LLC107,608$4,458 12/31/2023
     RWJ107,608$4,458 12/31/2023
Avantax Advisory Services Inc.101,154$4,191 12/31/2023
     RWJ101,154$4,191 12/31/2023
Swisher Financial Concepts Inc.97,454$3,963 03/31/2024
     RWJ97,454$3,963 03/31/2024
MML Investors Services LLC79,142$3,279 12/31/2023
     RWJ79,142$3,279 12/31/2023
GWM Advisors LLC77,770$3,180 12/31/2023
     RWJ77,770$3,180 12/31/2023
Fermata Advisors LLC70,102$3,001 03/31/2024
     RWJ70,102$3,001 03/31/2024
Gladstone Institutional Advisory LLC69,713$2,888 12/31/2023
     RWJ69,713$2,888 12/31/2023
IFP Advisors Inc66,088$2,738 12/31/2023
     RWJ66,088$2,738 12/31/2023
Harbour Investments Inc.64,720$2,681 12/31/2023
     RWJ64,720$2,681 12/31/2023
Titleist Asset Management LLC64,101$2,656 12/31/2023
     RWJ64,101$2,656 12/31/2023
Goldman Sachs Group Inc.60,000$2,486 12/31/2023
     RWJ60,000$2,486 12/31/2023
Thoroughbred Financial Services LLC59,620$2,470 12/31/2023
     RWJ59,620$2,470 12/31/2023
Arete Wealth Advisors LLC59,356$2,459 12/31/2023
     RWJ59,356$2,459 12/31/2023
USAdvisors Wealth Management LLC57,718$2,391 12/31/2023
     RWJ57,718$2,391 12/31/2023
IFG Advisory LLC56,799$2,353 12/31/2023
     RWJ56,799$2,353 12/31/2023
James Investment Research Inc.56,778$2,352 12/31/2023
     RWJ56,778$2,352 12/31/2023
Connectus Wealth LLC56,304$2,333 12/31/2023
     RWJ56,304$2,333 12/31/2023
Royal Bank of Canada50,882$2,108 12/31/2023
     RWJ50,882$2,108 12/31/2023
Susquehanna International Group LLP $2,096 12/31/2023
     RWJ58,287$2,415 12/31/2023
     Put7,700$319 12/31/2023
JPMorgan Chase & Co.50,153$2,078 12/31/2023
     RWJ50,153$2,078 12/31/2023
Wealth Enhancement Advisory Services LLC46,738$2,001 03/31/2024
     RWJ46,738$2,001 03/31/2024
Truist Financial Corp45,617$1,890 12/31/2023
     RWJ45,617$1,890 12/31/2023
Vicus Capital44,132$1,889 03/31/2024
     RWJ44,132$1,889 03/31/2024

See All: Funds Holding RWJ
See Details: Top 10 Hedge Funds Holding RWJ
Also See: RWJ Holdings Changes

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