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Institutional Holders of RWO

There is a long list of 220 institutional holders of RWO 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 RWO by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-RWO table below, the initial column indicates the name of each top institutional holder of RWO, with a link to that fund's top holdings. The next columns indicate the amount of RWO stock held by each of the institutional holders of RWO, followed by the RWO 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
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

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

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