% of shares outstanding is not shown for RWO: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for RWO in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | STATE STREET CORP | 6,138,5136.1M | $281M | — | TRIM -3% |
| 2 | BANK OF AMERICA CORP /DE/ | 1,570,0091.6M | $72M | — | ADD 4% |
| 3 | Bank of New York Mellon Corp | 1,546,5111.5M | $71M | — | ADD 6% |
| 4 | GLENMEDE TRUST CO NA | 749,029749,029 | $34M | — | — |
| 5 | Quent Capital, LLC | 593,631593,631 | $27M | — | ADD 15% |
| 6 | MORGAN STANLEY | 500,341500,341 | $23M | — | ADD 10% |
| 7 | RAYMOND JAMES FINANCIAL INC | 482,655482,655 | $22M | — | ADD 15% |
| 8 | GOLDMAN SACHS GROUP INC | 425,445425,445 | $19M | — | TRIM -22% |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 358,638358,638 | $16M | — | ADD 9% |
| 10 | Mariner, LLC | 308,517308,517 | $14M | — | — |
| 11 | LPL Financial LLC | 228,041228,041 | $10M | — | ADD 8% |
| 12 | Cerity Partners LLC | 226,024226,024 | $10M | — | ADD 85% |
| 13 | HSBC HOLDINGS PLC | 211,864211,864 | $10M | — | TRIM -69% |
| 14 | JONES FINANCIAL COMPANIES LLLP | 213,328213,328 | $10M | — | ADD 48% |
| 15 | Modera Wealth Management, LLC | 204,073204,073 | $9M | — | — |
| 16 | Avidian Wealth Enterprises, LLC | 151,693151,693 | $7M | — | — |
| 17 | Addis & Hill, Inc | 147,371147,371 | $7M | — | — |
| 18 | White & Co Financial Planning Inc | 128,441128,441 | $6M | — | ADD 6% |
| 19 | Orin Green Financial, LLC | 117,813117,813 | $5M | — | — |
| 20 | HighTower Advisors, LLC | 106,691106,691 | $5M | — | — |
| 21 | Waldron Private Wealth LLC | 105,719105,719 | $5M | — | TRIM -8% |
| 22 | Valmark Advisers, Inc. | 105,655105,655 | $5M | — | ADD 7% |
| 23 | MML INVESTORS SERVICES, LLC | 96,21796,217 | $4M | — | — |
| 24 | OneAscent Financial Services LLC | 95,34495,344 | $4M | — | — |
| 25 | WLTH Capital Management, LLC | 95,32495,324 | $4M | — | ADD 4% |
| 26 | Brooklyn FI, LLC | 93,20993,209 | $4M | — | ADD 21% |
| 27 | JFS WEALTH ADVISORS, LLC | 91,87491,874 | $4M | — | — |
| 28 | Hills Bank & Trust Co | 88,66188,661 | $4M | — | TRIM -21% |
| 29 | Cambridge Investment Research Advisors, Inc. | 81,43581,435 | $4M | — | ADD 12% |
| 30 | PARK AVENUE SECURITIES LLC | 77,72177,721 | $4M | — | NEW |
| 31 | Beacon Pointe Advisors, LLC | 74,56374,563 | $3M | — | ADD 145% |
| 32 | NATIXIS ADVISORS, LLC | 69,72269,722 | $3M | — | — |
| 33 | Cetera Investment Advisers | 69,50769,507 | $3M | — | — |
| 34 | Capstone Financial Advisors, Inc. | 66,21266,212 | $3M | — | — |
| 35 | Sanctuary Advisors, LLC | 64,30164,301 | $3M | — | ADD 48% |
| 36 | Focus Partners Wealth | 62,01862,018 | $3M | — | — |
| 37 | MERCER GLOBAL ADVISORS INC /ADV | 59,75859,758 | $3M | — | TRIM -6% |
| 38 | Moss Adams Wealth Advisors LLC | 56,68356,683 | $3M | — | TRIM -10% |
| 39 | ROYAL BANK OF CANADA | 54,76754,767 | $3M | — | — |
| 40 | Banque Cantonale Vaudoise | 51,06351,063 | $2M | — | — |
| 41 | EP Wealth Advisors, LLC | 47,64447,644 | $2M | — | TRIM -18% |
| 42 | FSM Wealth Advisors, LLC | 47,11547,115 | $2M | — | — |
| 43 | Capital Investment Management, Inc. | 46,49546,495 | $2M | — | ADD 3% |
| 44 | WELLS FARGO & COMPANY/MN | 45,49845,498 | $2M | — | ADD 162% |
| 45 | M&T Bank Corp | 42,51242,512 | $2M | — | TRIM -38% |
| 46 | ALTFEST L J & CO INC | 39,34939,349 | $2M | — | — |
| 47 | GREAT VALLEY ADVISOR GROUP, INC. | 38,81538,815 | $2M | — | ADD 3% |
| 48 | Simplicity Wealth,LLC | 38,61738,617 | $2M | — | ADD 27% |
| 49 | BLAIR WILLIAM & CO/IL | 38,23138,231 | $2M | — | ADD 18% |
| 50 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 35,87835,878 | $2M | — | — |
| 51 | BANK OF MONTREAL /CAN/ | 35,39835,398 | $2M | — | ADD 4736% |
| 52 | Columbia River Financial Group, LLC | 35,26235,262 | $2M | — | ADD 4% |
| 53 | JANE STREET GROUP, LLC | 35,00035,000 | $2M | — | ADD 45% |
| 54 | BARCLAYS PLC | 33,80233,802 | $2M | — | — |
| 55 | Abacus Planning Group, Inc. | 30,90130,901 | $1M | — | TRIM -3% |
| 56 | Boltwood Capital Management | 28,42028,420 | $1M | — | ADD 8% |
| 57 | OSAIC HOLDINGS, INC. | 26,77826,778 | $1M | — | TRIM -17% |
| 58 | New England Private Wealth Advisors LLC | 26,14126,141 | $1M | — | — |
| 59 | Brand Asset Management Group, Inc. | 25,99425,994 | $1M | — | TRIM -3% |
| 60 | CWM, LLC | 25,27325,273 | $1M | — | — |
| 61 | UBS Group AG | 24,04724,047 | $1M | — | TRIM -18% |
| 62 | Orion Porfolio Solutions, LLC | 23,38723,387 | $1M | — | ADD 8% |
| 63 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,22523,225 | $1M | — | NEW |
| 64 | Lester Murray Antman dba SimplyRich | 23,23723,237 | $1M | — | — |
| 65 | HHM Wealth Advisors, LLC | 23,20523,205 | $1M | — | — |
| 66 | NBC SECURITIES, INC. | 22,50522,505 | $1M | — | ADD 12% |
| 67 | Independent Advisor Alliance | 22,11222,112 | $1M | — | ADD 18% |
| 68 | Creative Planning | 21,44221,442 | $981,422 | — | ADD 6% |
| 69 | BIP Wealth, LLC | 20,88720,887 | $955,993 | — | TRIM -17% |
| 70 | RFG Advisory, LLC | 20,83520,835 | $953,608 | — | — |
| 71 | MATRIX PRIVATE CAPITAL GROUP LLC | 20,02920,029 | $916,741 | — | ADD 8% |
| 72 | Aspire Private Capital, LLC | 19,72619,726 | $902,872 | — | ADD 2% |
| 73 | Savant Capital, LLC | 19,20119,201 | $878,819 | — | TRIM -7% |
| 74 | Concurrent Investment Advisors, LLC | 18,46418,464 | $845,115 | — | ADD 6% |
| 75 | One Capital Management, LLC | 18,33018,330 | $838,964 | — | TRIM -62% |
| 76 | FIFTH THIRD BANCORP | 16,73716,737 | $766,052 | — | — |
| 77 | XML Financial, LLC | 15,73215,732 | $720,064 | — | ADD 4% |
| 78 | Apella Capital, LLC | 14,39414,394 | $716,274 | — | TRIM -7% |
| 79 | ORBA Wealth Advisors, L.L.C. | 15,20715,207 | $696,034 | — | TRIM -18% |
| 80 | Arkos Global Advisors | 14,92214,922 | $683,000 | — | — |
| 81 | FIDUCIARY FINANCIAL GROUP, LLC | 14,48414,484 | $662,933 | — | TRIM -39% |
| 82 | FSB PREMIER WEALTH MANAGEMENT, INC. | 14,46314,463 | $661,978 | — | — |
| 83 | Family Office Research LLC | 13,61713,617 | $623,238 | — | — |
| 84 | OLD NATIONAL BANCORP /IN/ | 13,30313,303 | $608,878 | — | NEW |
| 85 | TRUIST FINANCIAL CORP | 13,29113,291 | $608,332 | — | TRIM -3% |
| 86 | Private Advisor Group, LLC | 13,28413,284 | $607,989 | — | — |
| 87 | MPS Loria Financial Planners, LLC | 11,78511,785 | $539,401 | — | ADD 2% |
| 88 | FDx Advisors, Inc. | 10,94710,947 | $501,000 | — | NEW |
| 89 | Belpointe Asset Management LLC | 10,78710,787 | $493,721 | — | ADD 6% |
| 90 | Lunt Capital Management, Inc. | 10,20910,209 | $467,266 | — | NEW |
| 91 | COURIER CAPITAL LLC | 10,12510,125 | $463,439 | — | — |
| 92 | HARBOUR INVESTMENTS, INC. | 9,9199,919 | $453,996 | — | ADD 14% |
| 93 | INNEALTA CAPITAL, LLC | 9,0649,064 | $414,859 | — | ADD 3% |
| 94 | Envision Financial LLC | 8,8748,874 | $406,166 | — | TRIM -5% |
| 95 | Baird Financial Group, Inc. | 8,8258,825 | $403,920 | — | — |
| 96 | J.W. COLE ADVISORS, INC. | 8,5858,585 | $392,954 | — | ADD 13% |
| 97 | Efficient Advisors, LLC | 8,4608,460 | $387,212 | — | TRIM -14% |
| 98 | Aquire Wealth Advisors, LLC | 8,1748,174 | $374,124 | — | TRIM -13% |
| 99 | US BANCORP \DE\ | 7,3117,311 | $334,633 | — | ADD 74% |
| 100 | FC Advisory LLC | 7,1227,122 | $325,960 | — | — |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| STATE STREET CORP | 5.9M | 5.9M | 6.2M | 6.2M | 6.4M | 6.1M | $281M |
| BANK OF AMERICA CORP /DE/ | 1.4M | 1.4M | 1.4M | 1.5M | 1.5M | 1.6M | $72M |
| Bank of New York Mellon Corp | 1.4M | 1.4M | 1.4M | 1.4M | 1.5M | 1.5M | $71M |
| GLENMEDE TRUST CO NA | 921K | 899K | — | — | 762K | 749K | $34M |
| Quent Capital, LLC | 367K | 400K | 435K | 469K | 518K | 594K | $27M |
| MORGAN STANLEY | 504K | 428K | 421K | 445K | 455K | 500K | $23M |
| RAYMOND JAMES FINANCIAL INC | 330K | 340K | 351K | 381K | 420K | 483K | $22M |
| GOLDMAN SACHS GROUP INC | 656K | 559K | 568K | 579K | 543K | 425K | $19M |
| ENVESTNET ASSET MANAGEMENT INC | 548K | 625K | 332K | 401K | 328K | 359K | $16M |
| Mariner, LLC | 298K | 293K | 307K | 307K | 310K | 309K | $14M |
| LPL Financial LLC | 240K | 184K | 184K | 208K | 211K | 228K | $10M |
| Cerity Partners LLC | 272K | 131K | 131K | 129K | 122K | 226K | $10M |
| HSBC HOLDINGS PLC | 481K | 458K | 446K | 444K | 690K | 212K | $10M |
| JONES FINANCIAL COMPANIES LLLP | 133K | 136K | 139K | 140K | 144K | 213K | $10M |
| Modera Wealth Management, LLC | 212K | 209K | 209K | 210K | 208K | 204K | $9M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Cerity Partners LLC | +103,868 | $5M | ADD |
| Bank of New York Mellon Corp | +88,826 | $4M | ADD |
| PARK AVENUE SECURITIES LLC | +77,721 | $4M | OPEN |
| Quent Capital, LLC | +75,637 | $3M | ADD |
| JONES FINANCIAL COMPANIES LLLP | +69,324 | $3M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| HSBC HOLDINGS PLC | −477,984 | $22M | TRIM |
| BRIGHTON JONES LLC | −279,630 | $13M | CLOSE |
| STATE STREET CORP | −217,882 | $10M | TRIM |
| GOLDMAN SACHS GROUP INC | −117,700 | $5M | TRIM |
| Austin Private Wealth, LLC | −75,900 | $3M | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 207 | 17,498,871 | — | $801M |
| 2025-Q4 | 216 | 18,068,410 | — | $814M |
| 2025-Q3 | 206 | 17,495,924 | — | $801M |
| 2025-Q2 | 217 | 17,887,659 | — | $790M |
| 2025-Q1 | 209 | 17,585,392 | — | $767M |
| 2024-Q4 | 210 | 18,052,919 | — | $774M |
| 2024-Q3 | 210 | 18,911,085 | — | $894M |
| 2024-Q2 | 213 | 19,144,853 | — | $791M |
| 2024-Q1 | 216 | 20,233,282 | — | $866M |
| 2023-Q4 | 223 | 19,961,725 | — | $872M |
| 2023-Q3 | 212 | 19,838,612 | — | $758M |
| 2023-Q2 | 217 | 21,199,334 | — | $871M |
| 2023-Q1 | 218 | 20,903,985 | — | $861M |
| 2022-Q4 | 218 | 21,298,974 | — | $870M |
| 2022-Q3 | 218 | 18,089,121 | — | $705M |
| 2022-Q2 | 237 | 17,547,834 | — | $766M |
| 2022-Q1 | 243 | 19,651,224 | — | $1.0B |
| 2021-Q4 | 257 | 23,358,121 | — | $1.3B |
| 2021-Q3 | 235 | 20,848,079 | — | $1.1B |
| 2021-Q2 | 236 | 20,244,304 | — | $1.0B |
| 2021-Q1 | 225 | 21,425,564 | — | $1.0B |
| 2020-Q4 | 216 | 21,395,696 | — | $951M |
| 2020-Q3 | 204 | 22,068,540 | — | $869M |
| 2020-Q2 | 213 | 23,773,604 | — | $926M |
| 2020-Q1 | 224 | 25,801,349 | — | $940M |
| 2019-Q4 | 262 | 24,546,761 | — | $1.3B |
| 2019-Q3 | 236 | 23,750,620 | — | $1.2B |
| 2019-Q2 | 249 | 27,376,996 | — | $1.4B |
| 2019-Q1 | 250 | 26,236,284 | — | $1.3B |
| 2018-Q4 | 243 | 27,296,243 | — | $1.2B |
| 2018-Q3 | 238 | 26,981,828 | — | $1.3B |
| 2018-Q2 | 234 | 26,938,158 | — | $1.3B |
| 2018-Q1 | 233 | 34,819,451 | — | $1.6B |
| 2017-Q4 | 237 | 33,612,396 | — | $1.6B |
| 2017-Q3 | 199 | 34,287,906 | — | $1.6B |
| 2017-Q2 | 192 | 32,885,337 | — | $1.6B |
| 2017-Q1 | 186 | 31,006,521 | — | $1.5B |
| 2016-Q4 | 191 | 25,889,362 | — | $1.2B |
| 2016-Q3 | 179 | 23,922,747 | — | $1.2B |
| 2016-Q2 | 171 | 23,603,457 | — | $1.2B |
| 2016-Q1 | 158 | 23,526,550 | — | $1.2B |
| 2015-Q4 | 171 | 23,406,385 | — | $1.1B |
| 2015-Q3 | 156 | 21,321,219 | — | $964M |
| 2015-Q2 | 144 | 20,563,443 | — | $943M |
| 2015-Q1 | 148 | 23,436,276 | — | $1.2B |
| 2014-Q4 | 133 | 17,900,087 | — | $855M |
| 2014-Q3 | 122 | 16,710,298 | — | $741M |
| 2014-Q2 | 120 | 16,051,044 | — | $749M |
| 2014-Q1 | 114 | 12,346,588 | — | $539M |
| 2013-Q4 | 105 | 11,914,788 | — | $495M |
| 2013-Q3 | 89 | 12,303,515 | — | $521M |
| 2013-Q2 | 89 | 10,271,851 | — | $432M |
| 2013-Q1 | 4 | 291,731 | — | $13M |
