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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
State Street Corp | 5,045,927 | $220,557 | 12/31/2023 |
RWO | 5,045,927 | $220,557 | 12/31/2023 |
Goldman Sachs Group Inc. | 3,318,412 | $145,048 | 12/31/2023 |
RWO | 3,318,412 | $145,048 | 12/31/2023 |
Bank of New York Mellon Corp | 1,509,270 | $65,970 | 12/31/2023 |
RWO | 1,509,270 | $65,970 | 12/31/2023 |
Huntington National Bank | 1,097,727 | $47,982 | 12/31/2023 |
RWO | 1,097,727 | $47,982 | 12/31/2023 |
Glenmede Trust Co. NA | 925,820 | $40,468 | 12/31/2023 |
RWO | 925,820 | $40,468 | 12/31/2023 |
Envestnet Asset Management Inc. | 493,042 | $21,551 | 12/31/2023 |
RWO | 493,042 | $21,551 | 12/31/2023 |
Morgan Stanley | 481,901 | $21,064 | 12/31/2023 |
RWO | 481,901 | $21,064 | 12/31/2023 |
Hsbc Holdings PLC | 387,473 | $16,936 | 12/31/2023 |
RWO | 387,473 | $16,936 | 12/31/2023 |
Mariner LLC | 336,056 | $14,689 | 12/31/2023 |
RWO | 336,056 | $14,689 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 329,410 | $14,399 | 12/31/2023 |
RWO | 329,410 | $14,399 | 12/31/2023 |
Brighton Jones LLC | 283,279 | $12,382 | 12/31/2023 |
RWO | 283,279 | $12,382 | 12/31/2023 |
Modera Wealth Management LLC | 257,630 | $11,261 | 12/31/2023 |
RWO | 257,630 | $11,261 | 12/31/2023 |
Cerity Partners LLC | 249,557 | $10,908 | 12/31/2023 |
RWO | 249,557 | $10,908 | 12/31/2023 |
Quent Capital LLC | 247,788 | $10,831 | 12/31/2023 |
RWO | 247,788 | $10,831 | 12/31/2023 |
One Capital Management LLC | 236,671 | $10,345 | 12/31/2023 |
RWO | 236,671 | $10,345 | 12/31/2023 |
Jane Street Group LLC | 232,754 | $10,174 | 12/31/2023 |
RWO | 232,754 | $10,174 | 12/31/2023 |
Waldron Private Wealth LLC | 221,758 | $9,693 | 12/31/2023 |
RWO | 221,758 | $9,693 | 12/31/2023 |
Raymond James & Associates | 219,930 | $9,613 | 12/31/2023 |
RWO | 219,930 | $9,613 | 12/31/2023 |
LPL Financial LLC | 209,925 | $9,176 | 12/31/2023 |
RWO | 209,925 | $9,176 | 12/31/2023 |
Hills Bank & Trust Co | 188,595 | $8,243 | 12/31/2023 |
RWO | 188,595 | $8,243 | 12/31/2023 |
M&T Bank Corp | 157,531 | $6,886 | 12/31/2023 |
RWO | 157,531 | $6,886 | 12/31/2023 |
Altfest L J & Co. Inc. | 148,949 | $6,511 | 12/31/2023 |
RWO | 148,949 | $6,511 | 12/31/2023 |
Jones Financial Companies Lllp | 142,262 | $6,218 | 12/31/2023 |
RWO | 142,262 | $6,218 | 12/31/2023 |
Bank of America Corp DE | 141,487 | $6,184 | 12/31/2023 |
RWO | 141,487 | $6,184 | 12/31/2023 |
STA Wealth Management LLC | 138,056 | $6,034 | 12/31/2023 |
RWO | 138,056 | $6,034 | 12/31/2023 |
Susquehanna International Group LLP | 135,586 | $5,926 | 12/31/2023 |
RWO | 135,586 | $5,926 | 12/31/2023 |
JFS Wealth Advisors LLC | 115,595 | $5,053 | 12/31/2023 |
RWO | 115,595 | $5,053 | 12/31/2023 |
HighTower Advisors LLC | 110,676 | $4,834 | 12/31/2023 |
RWO | 110,676 | $4,834 | 12/31/2023 |
XML Financial LLC | 105,729 | $4,621 | 12/31/2023 |
RWO | 105,729 | $4,621 | 12/31/2023 |
Orin Green Financial LLC | 100,059 | $4,352 | 12/31/2023 |
RWO | 100,059 | $4,352 | 12/31/2023 |
Advisor Group Holdings Inc. | 97,940 | $4,290 | 12/31/2023 |
RWO | 97,940 | $4,290 | 12/31/2023 |
Addis & Hill Inc | 102,076 | $4,264 | 12/31/2023 |
RWO | 102,076 | $4,264 | 12/31/2023 |
Valmark Advisers Inc. | 94,224 | $4,119 | 12/31/2023 |
RWO | 94,224 | $4,119 | 12/31/2023 |
Foster Victor Wealth Advisors LLC | 93,232 | $4,055 | 12/31/2023 |
RWO | 93,232 | $4,055 | 12/31/2023 |
MML Investors Services LLC | 92,566 | $4,046 | 12/31/2023 |
RWO | 92,566 | $4,046 | 12/31/2023 |
US Bancorp DE | 80,785 | $3,531 | 12/31/2023 |
RWO | 80,785 | $3,531 | 12/31/2023 |
Rappaport Reiches Capital Management LLC | 79,555 | $3,407 | 03/31/2024 |
RWO | 79,555 | $3,407 | 03/31/2024 |
Banque Cantonale Vaudoise | 78,986 | $3,382 | 03/31/2024 |
RWO | 78,986 | $3,382 | 03/31/2024 |
Moss Adams Wealth Advisors LLC | 69,459 | $3,036 | 12/31/2023 |
RWO | 69,459 | $3,036 | 12/31/2023 |
Natixis Advisors L.P. | 68,074 | $2,975 | 12/31/2023 |
RWO | 68,074 | $2,975 | 12/31/2023 |
Efficient Advisors LLC | 65,821 | $2,877 | 12/31/2023 |
RWO | 65,821 | $2,877 | 12/31/2023 |
Capstone Financial Advisors Inc. | 64,816 | $2,833 | 12/31/2023 |
RWO | 64,816 | $2,833 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 61,622 | $2,693 | 12/31/2023 |
RWO | 61,622 | $2,693 | 12/31/2023 |
Beacon Pointe Advisors LLC | 61,557 | $2,691 | 12/31/2023 |
RWO | 61,557 | $2,691 | 12/31/2023 |
Blair William & Co. IL | 60,073 | $2,626 | 12/31/2023 |
RWO | 60,073 | $2,626 | 12/31/2023 |
Royal Bank of Canada | 58,804 | $2,570 | 12/31/2023 |
RWO | 58,804 | $2,570 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 54,508 | $2,383 | 12/31/2023 |
RWO | 54,508 | $2,383 | 12/31/2023 |
Park Avenue Securities LLC | 53,587 | $2,295 | 03/31/2024 |
RWO | 53,587 | $2,295 | 03/31/2024 |
BIP Wealth LLC | 47,143 | $2,061 | 12/31/2023 |
RWO | 47,143 | $2,061 | 12/31/2023 |
OLD Mission Capital LLC | 45,000 | $1,967 | 12/31/2023 |
RWO | 45,000 | $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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