HoldingsChannel.com
There is a long list of 128 institutional holders of RWX 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 RWX by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-RWX table below, the initial column indicates the name of each top institutional holder of RWX, with a link to that fund's top holdings. The next columns indicate the amount of RWX stock held by each of the institutional holders of RWX, followed by the RWX 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 |
|---|---|---|---|
 Osborne Partners Capital Management LLC | 1,068,903 | $29,170 | 12/31/2023 |
| RWX | 1,068,903 | $29,170 | 12/31/2023 |
| Morgan Stanley | 892,093 | $24,345 | 12/31/2023 |
| RWX | 892,093 | $24,345 | 12/31/2023 |
| Northern Trust Corp | 820,178 | $22,383 | 12/31/2023 |
| RWX | 820,178 | $22,383 | 12/31/2023 |
| Wells Fargo & Company MN | 789,127 | $21,535 | 12/31/2023 |
| RWX | 789,127 | $21,535 | 12/31/2023 |
| Goldman Sachs Group Inc. | 448,859 | $12,249 | 12/31/2023 |
| RWX | 448,859 | $12,249 | 12/31/2023 |
| Jane Street Group LLC | 272,803 | $7,445 | 12/31/2023 |
| RWX | 272,803 | $7,445 | 12/31/2023 |
| AWM Capital LLC | 241,347 | $6,297 | 03/31/2024 |
| RWX | 241,347 | $6,297 | 03/31/2024 |
| Bank of America Corp DE | 214,458 | $5,853 | 12/31/2023 |
| RWX | 214,458 | $5,853 | 12/31/2023 |
| SG Americas Securities LLC | 213,300 | $5,821 | 12/31/2023 |
| RWX | 213,300 | $5,821 | 12/31/2023 |
| M&T Bank Corp | 202,876 | $5,537 | 12/31/2023 |
| RWX | 202,876 | $5,537 | 12/31/2023 |
| Money Design Co. Ltd. | 195,440 | $5,334 | 12/31/2023 |
| RWX | 195,440 | $5,334 | 12/31/2023 |
| State Street Corp | 157,399 | $4,295 | 12/31/2023 |
| RWX | 157,399 | $4,295 | 12/31/2023 |
| Assetmark Inc. | 127,163 | $3,470 | 12/31/2023 |
| RWX | 127,163 | $3,470 | 12/31/2023 |
| Congress Wealth Management LLC DE | 115,936 | $3,025 | 03/31/2024 |
| RWX | 115,936 | $3,025 | 03/31/2024 |
| Schoolcraft Capital LLC | 106,282 | $2,773 | 03/31/2024 |
| RWX | 106,282 | $2,773 | 03/31/2024 |
| Baker Avenue Asset Management LP | 98,101 | $2,677 | 12/31/2023 |
| RWX | 98,101 | $2,677 | 12/31/2023 |
| Idaho Trust Bank | 72,779 | $1,986 | 12/31/2023 |
| RWX | 72,779 | $1,986 | 12/31/2023 |
| RPg Family Wealth Advisory LLC | 71,133 | $1,941 | 12/31/2023 |
| RWX | 71,133 | $1,941 | 12/31/2023 |
| Bbjs Financial Advisors LLC | 66,285 | $1,809 | 12/31/2023 |
| RWX | 66,285 | $1,809 | 12/31/2023 |
| LPL Financial LLC | 54,996 | $1,501 | 12/31/2023 |
| RWX | 54,996 | $1,501 | 12/31/2023 |
| Envestnet Asset Management Inc. | 52,979 | $1,446 | 12/31/2023 |
| RWX | 52,979 | $1,446 | 12/31/2023 |
| Susquehanna International Group LLP | 52,304 | $1,427 | 12/31/2023 |
| RWX | 52,304 | $1,427 | 12/31/2023 |
| UBS Group AG | 49,802 | $1,359 | 12/31/2023 |
| RWX | 49,802 | $1,359 | 12/31/2023 |
| Kingsview Wealth Management LLC | 49,155 | $1,341 | 12/31/2023 |
| RWX | 49,155 | $1,341 | 12/31/2023 |
| Rockefeller Capital Management L.P. | 48,962 | $1,336 | 12/31/2023 |
| RWX | 48,962 | $1,336 | 12/31/2023 |
| OLD Mission Capital LLC | 48,236 | $1,316 | 12/31/2023 |
| RWX | 48,236 | $1,316 | 12/31/2023 |
| Private Advisor Group LLC | 42,274 | $1,154 | 12/31/2023 |
| RWX | 42,274 | $1,154 | 12/31/2023 |
| Savant Capital LLC | 41,328 | $1,128 | 12/31/2023 |
| RWX | 41,328 | $1,128 | 12/31/2023 |
| Upper Left Wealth Management LLC | 42,968 | $1,121 | 03/31/2024 |
| RWX | 42,968 | $1,121 | 03/31/2024 |
| Royal Bank of Canada | 41,098 | $1,121 | 12/31/2023 |
| RWX | 41,098 | $1,121 | 12/31/2023 |
| Ballentine Partners LLC | 42,134 | $1,099 | 03/31/2024 |
| RWX | 42,134 | $1,099 | 03/31/2024 |
| Aletheian Wealth Advisors LLC | 34,004 | $887 | 03/31/2024 |
| RWX | 34,004 | $887 | 03/31/2024 |
| CI Private Wealth LLC | 32,248 | $880 | 12/31/2023 |
| RWX | 32,248 | $880 | 12/31/2023 |
| Kestra Advisory Services LLC | 32,159 | $878 | 12/31/2023 |
| RWX | 32,159 | $878 | 12/31/2023 |
| Mission Wealth Management LP | 30,798 | $840 | 12/31/2023 |
| RWX | 30,798 | $840 | 12/31/2023 |
| Citadel Advisors LLC | 30,701 | $838 | 12/31/2023 |
| RWX | 30,701 | $838 | 12/31/2023 |
| Maryland Capital Advisors Inc. | 28,378 | $740 | 03/31/2024 |
| RWX | 28,378 | $740 | 03/31/2024 |
| Advisor Group Holdings Inc. | 26,965 | $736 | 12/31/2023 |
| RWX | 26,965 | $736 | 12/31/2023 |
| Fairview Capital Investment Management LLC | 23,970 | $654 | 12/31/2023 |
| RWX | 23,970 | $654 | 12/31/2023 |
| Farther Finance Advisors LLC | 23,715 | $647 | 12/31/2023 |
| RWX | 23,715 | $647 | 12/31/2023 |
| New England Private Wealth Advisors LLC | 23,257 | $635 | 12/31/2023 |
| RWX | 23,257 | $635 | 12/31/2023 |
| Humankind Investments LLC | 23,000 | $628 | 12/31/2023 |
| RWX | 23,000 | $628 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 23,423 | $611 | 03/31/2024 |
| RWX | 23,423 | $611 | 03/31/2024 |
| Colorado Capital Management Inc. | 23,134 | $603 | 03/31/2024 |
| RWX | 23,134 | $603 | 03/31/2024 |
| Investors Research Corp | 21,455 | $586 | 12/31/2023 |
| RWX | 21,455 | $586 | 12/31/2023 |
| Valmark Advisers Inc. | 21,016 | $574 | 12/31/2023 |
| RWX | 21,016 | $574 | 12/31/2023 |
| United Capital Financial Advisers LLC | 20,711 | $565 | 12/31/2023 |
| RWX | 20,711 | $565 | 12/31/2023 |
| Spire Wealth Management | 18,989 | $489 | 12/31/2023 |
| RWX | 18,989 | $489 | 12/31/2023 |
| Kohmann Bosshard Financial Services LLC | 18,711 | $488 | 03/31/2024 |
| RWX | 18,711 | $488 | 03/31/2024 |
| Lido Advisors LLC | 16,181 | $452 | 12/31/2023 |
| RWX | 16,181 | $452 | 12/31/2023 |
See All: Funds Holding RWX
See Details: Top 10 Hedge Funds Holding RWX
Also See: RWX Holdings Changes
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