% of shares outstanding is not shown for RWR: 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 RWR 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 | NORTHERN TRUST CORP | 2,331,3972.3M | $235M | — | TRIM -8% |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,303,7552.3M | $233M | — | ADD 5% |
| 3 | LPL Financial LLC | 444,186444,186 | $45M | — | — |
| 4 | WELLS FARGO & COMPANY/MN | 442,908442,908 | $45M | — | — |
| 5 | MILLENNIUM MANAGEMENT LLC | 380,738380,738 | $38M | — | TRIM -12% |
| 6 | MORGAN STANLEY | 373,808373,808 | $38M | — | ADD 8% |
| 7 | MASON STREET ADVISORS, LLC | 348,675348,675 | $35M | — | TRIM -5% |
| 8 | TWO SIGMA INVESTMENTS, LP | 335,900335,900 | $34M | — | ADD 33% |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 328,608328,608 | $33M | — | — |
| 10 | UBS Group AG | 310,624310,624 | $31M | — | ADD 43% |
| 11 | JPMORGAN CHASE & CO | 297,832297,832 | $30M | — | ADD 609% |
| 12 | BANK OF AMERICA CORP /DE/ | 279,686279,686 | $28M | — | TRIM -6% |
| 13 | AMERIPRISE FINANCIAL INC | 237,069237,069 | $24M | — | ADD 8% |
| 14 | McMill Wealth Management | 306,668306,668 | $23M | — | NEW |
| 15 | TRUIST FINANCIAL CORP | 217,976217,976 | $22M | — | TRIM -3% |
| 16 | BlackRock, Inc. | 178,635178,635 | $18M | — | TRIM -18% |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 144,561144,561 | $15M | — | — |
| 18 | Private Advisor Group, LLC | 139,614139,614 | $14M | — | — |
| 19 | Piedmont Capital Management, LLC | 132,183132,183 | $14M | — | NEW |
| 20 | PATTON FUND MANAGEMENT, INC. | 114,475114,475 | $12M | — | TRIM -3% |
| 21 | EVERGREEN CAPITAL MANAGEMENT LLC | 107,389107,389 | $11M | — | ADD 7% |
| 22 | Frederick Financial Consultants, LLC | 107,295107,295 | $11M | — | — |
| 23 | Creative Planning | 95,34595,345 | $10M | — | TRIM -5% |
| 24 | St. Clair Advisors, LLC | 88,45088,450 | $9M | — | TRIM -32% |
| 25 | Tower Research Capital LLC (TRC) | 73,04573,045 | $7M | — | NEW |
| 26 | DT Investment Partners, LLC | 71,08671,086 | $7M | — | — |
| 27 | Geneos Wealth Management Inc. | 62,31162,311 | $6M | — | ADD 4% |
| 28 | ROYAL BANK OF CANADA | 58,32558,325 | $6M | — | ADD 18% |
| 29 | CITIGROUP INC | 46,13446,134 | $5M | — | TRIM -95% |
| 30 | MML INVESTORS SERVICES, LLC | 44,70944,709 | $5M | — | TRIM -5% |
| 31 | GOLDMAN SACHS GROUP INC | 43,76143,761 | $4M | — | TRIM -24% |
| 32 | Kestra Advisory Services, LLC | 43,54743,547 | $4M | — | — |
| 33 | Wealthspire Retirement, LLC | 41,76241,762 | $4M | — | ADD 10% |
| 34 | CITIZENS FINANCIAL GROUP INC/RI | 41,73741,737 | $4M | — | — |
| 35 | Clearstead Advisors, LLC | 37,61637,616 | $4M | — | — |
| 36 | Adams Wealth Management | 37,49037,490 | $4M | — | ADD 2% |
| 37 | CacheTech Inc. | 37,49037,490 | $4M | — | ADD 2% |
| 38 | RAYMOND JAMES FINANCIAL INC | 36,51136,511 | $4M | — | TRIM -37% |
| 39 | COMMONWEALTH EQUITY SERVICES, LLC | 36,03936,039 | $4M | — | TRIM -3% |
| 40 | SMITH, MOORE & CO. | 29,51629,516 | $3M | — | — |
| 41 | Falcon Wealth Planning | 28,28028,280 | $3M | — | TRIM -6% |
| 42 | MERCER GLOBAL ADVISORS INC /ADV | 27,60427,604 | $3M | — | — |
| 43 | BNP PARIBAS FINANCIAL MARKETS | 25,01325,013 | $3M | — | TRIM -64% |
| 44 | REBALANCE, LLC | 23,65623,656 | $2M | — | — |
| 45 | ASSETMARK, INC | 23,49823,498 | $2M | — | TRIM -22% |
| 46 | Pathstone Holdings, LLC | 23,17723,177 | $2M | — | TRIM -2% |
| 47 | Cerity Partners LLC | 22,01222,012 | $2M | — | ADD 31% |
| 48 | CITADEL ADVISORS LLC | 21,85621,856 | $2M | — | NEW |
| 49 | CITY HOLDING CO | 21,75521,755 | $2M | — | ADD 17% |
| 50 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,68421,684 | $2M | — | NEW |
| 51 | PNC FINANCIAL SERVICES GROUP, INC. | 20,82720,827 | $2M | — | TRIM -3% |
| 52 | OSAIC HOLDINGS, INC. | 20,60320,603 | $2M | — | TRIM -10% |
| 53 | HighTower Advisors, LLC | 19,24419,244 | $2M | — | TRIM -44% |
| 54 | BANK OF MONTREAL /CAN/ | 17,82417,824 | $2M | — | TRIM -3% |
| 55 | Beacon Pointe Advisors, LLC | 17,82017,820 | $2M | — | — |
| 56 | Cetera Investment Advisers | 17,48717,487 | $2M | — | TRIM -8% |
| 57 | Smallwood Wealth Investment Management, LLC | 17,05317,053 | $2M | — | TRIM -6% |
| 58 | Vestmark Advisory Solutions, Inc. | 17,02917,029 | $2M | — | TRIM -58% |
| 59 | SBI Securities Co., Ltd. | 15,96715,967 | $2M | — | TRIM -4% |
| 60 | Bank of New York Mellon Corp | 15,42315,423 | $2M | — | — |
| 61 | Snowden Capital Advisors LLC | 15,34915,349 | $2M | — | ADD 8% |
| 62 | CAMBIENT FAMILY OFFICE, LLC | 15,31415,314 | $2M | — | ADD 199% |
| 63 | American Financial Advisors, LLC | 14,33614,336 | $1M | — | TRIM -6% |
| 64 | M&T Bank Corp | 13,55013,550 | $1M | — | TRIM -8% |
| 65 | JANE STREET GROUP, LLC | 13,18313,183 | $1M | — | ADD 350% |
| 66 | Cambridge Investment Research Advisors, Inc. | 13,17013,170 | $1M | — | ADD 87% |
| 67 | MOLLER WEALTH PARTNERS | 13,10513,105 | $1M | — | — |
| 68 | Omega Financial Group, LLC | 12,86212,862 | $1M | — | TRIM -12% |
| 69 | HRT FINANCIAL LP | 12,74012,740 | $1M | — | NEW |
| 70 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 12,24912,249 | $1M | — | TRIM -41% |
| 71 | Atlas Brown,Inc. | 12,06312,063 | $1M | — | — |
| 72 | DAVIDSON TRUST CO | 11,99911,999 | $1M | — | — |
| 73 | Mariner, LLC | 11,63311,633 | $1M | — | ADD 3% |
| 74 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 10,81410,814 | $1M | — | — |
| 75 | Savant Capital, LLC | 10,42710,427 | $1M | — | ADD 4% |
| 76 | Lee Financial Co | 9,7079,707 | $980,132 | — | ADD 29% |
| 77 | US BANCORP \DE\ | 9,1459,145 | $923,371 | — | ADD 4% |
| 78 | Gibson Capital, LLC | 8,9958,995 | $908,225 | — | — |
| 79 | GLENMEDE TRUST CO NA | 8,7578,757 | $884,193 | — | — |
| 80 | Summit Financial, LLC | 8,7568,756 | $884,093 | — | NEW |
| 81 | BROWN ADVISORY INC | 8,7248,724 | $880,816 | — | — |
| 82 | Destiny Capital Corp/CO | 7,4107,410 | $748,237 | — | TRIM -32% |
| 83 | Pinnacle Financial Partners, Inc. | 7,2877,287 | $736,440 | — | ADD 3% |
| 84 | SIMON QUICK ADVISORS, LLC | 7,2587,258 | $732,840 | — | — |
| 85 | CAMELOT TECHNOLOGY ADVISORS, INC. | 6,7766,776 | $684,175 | — | — |
| 86 | PARK AVENUE SECURITIES LLC | 6,5096,509 | $657,000 | — | TRIM -6% |
| 87 | Lido Advisors, LLC | 6,4806,480 | $654,337 | — | TRIM -16% |
| 88 | Clientfirst Wealth Management, LLC | 6,2526,252 | $631,264 | — | — |
| 89 | Onyx Bridge Wealth Group LLC | 6,2336,233 | $629,346 | — | TRIM -61% |
| 90 | D. E. Shaw & Co., Inc. | 6,1956,195 | $625,509 | — | ADD 26% |
| 91 | Key Financial Inc | 5,7305,730 | $578,558 | — | — |
| 92 | Kohmann Bosshard Financial Services, LLC | 5,6925,692 | $574,721 | — | — |
| 93 | AWM CAPITAL, LLC | 5,3865,386 | $543,883 | — | — |
| 94 | Strategic Financial Partners, Ltd. | 5,3275,327 | $537,905 | — | TRIM -8% |
| 95 | Wealthcare Advisory Partners LLC | 5,0705,070 | $511,943 | — | TRIM -91% |
| 96 | Corient Private Wealth LLC | 4,9354,935 | $498,287 | — | TRIM -83% |
| 97 | Focus Partners Wealth | 4,8904,890 | $493,835 | — | ADD 5% |
| 98 | Farther Finance Advisors, LLC | 4,7644,764 | $483,894 | — | — |
| 99 | GTS SECURITIES LLC | 4,7544,754 | $480,011 | — | NEW |
| 100 | Baird Financial Group, Inc. | 4,7374,737 | $478,295 | — | ADD 6% |
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 |
|---|---|---|---|---|---|---|---|
| NORTHERN TRUST CORP | 3.2M | 3.2M | 2.9M | 2.6M | 2.5M | 2.3M | $235M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.5M | 1.9M | 2.0M | 2.1M | 2.2M | 2.3M | $233M |
| LPL Financial LLC | 202K | 204K | 488K | 319K | 440K | 444K | $45M |
| WELLS FARGO & COMPANY/MN | 505K | 509K | 467K | 447K | 443K | 443K | $45M |
| MILLENNIUM MANAGEMENT LLC | — | — | 230K | 388K | 433K | 381K | $38M |
| MORGAN STANLEY | 349K | 311K | 347K | 341K | 345K | 374K | $38M |
| MASON STREET ADVISORS, LLC | 321K | 321K | 321K | 356K | 367K | 349K | $35M |
| TWO SIGMA INVESTMENTS, LP | — | — | — | — | 254K | 336K | $34M |
| ENVESTNET ASSET MANAGEMENT INC | 297K | 277K | 424K | 283K | 333K | 329K | $33M |
| UBS Group AG | 202K | 205K | 227K | 222K | 217K | 311K | $31M |
| JPMORGAN CHASE & CO | 37K | 563K | 680K | 1.3M | 42K | 298K | $30M |
| BANK OF AMERICA CORP /DE/ | 298K | 286K | 279K | 273K | 298K | 280K | $28M |
| AMERIPRISE FINANCIAL INC | 278K | 56K | 49K | 48K | 220K | 237K | $24M |
| McMill Wealth Management | — | — | — | — | — | 307K | $23M |
| TRUIST FINANCIAL CORP | 236K | 236K | 225K | 228K | 224K | 218K | $22M |
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 | |
|---|---|---|---|
| McMill Wealth Management | +306,668 | $31M | OPEN |
| JPMORGAN CHASE & CO | +255,805 | $26M | ADD |
| Piedmont Capital Management, LLC | +132,183 | $13M | OPEN |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | +100,470 | $10M | ADD |
| UBS Group AG | +93,761 | $9M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| CITIGROUP INC | −849,335 | $86M | TRIM |
| NORTHERN TRUST CORP | −190,243 | $19M | TRIM |
| CAPITAL ADVISORS INC/OK | −117,096 | $12M | CLOSE |
| MILLENNIUM MANAGEMENT LLC | −52,341 | $5M | TRIM |
| Wealthcare Advisory Partners LLC | −50,818 | $5M | TRIM |
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 | 259 | 11,784,473 | — | $1.2B |
| 2025-Q4 | 250 | 12,223,350 | — | $1.2B |
| 2025-Q3 | 246 | 11,924,222 | — | $1.2B |
| 2025-Q2 | 254 | 12,429,019 | — | $1.2B |
| 2025-Q1 | 251 | 11,342,514 | — | $1.1B |
| 2024-Q4 | 261 | 12,466,428 | — | $1.2B |
| 2024-Q3 | 256 | 12,020,666 | — | $1.3B |
| 2024-Q2 | 252 | 10,603,494 | — | $985M |
| 2024-Q1 | 246 | 11,338,395 | — | $1.1B |
| 2023-Q4 | 268 | 11,174,764 | — | $1.1B |
| 2023-Q3 | 238 | 10,061,862 | — | $841M |
| 2023-Q2 | 236 | 9,831,458 | — | $889M |
| 2023-Q1 | 245 | 11,678,930 | — | $1.0B |
| 2022-Q4 | 256 | 12,971,163 | — | $1.1B |
| 2022-Q3 | 245 | 13,056,537 | — | $1.1B |
| 2022-Q2 | 268 | 13,263,997 | — | $1.3B |
| 2022-Q1 | 279 | 13,209,176 | — | $1.5B |
| 2021-Q4 | 278 | 12,874,074 | — | $1.6B |
| 2021-Q3 | 257 | 13,217,776 | — | $1.4B |
| 2021-Q2 | 235 | 11,172,428 | — | $1.2B |
| 2021-Q1 | 226 | 10,930,145 | — | $1.0B |
| 2020-Q4 | 223 | 11,221,350 | — | $964M |
| 2020-Q3 | 202 | 10,479,089 | — | $817M |
| 2020-Q2 | 214 | 11,954,063 | — | $931M |
| 2020-Q1 | 219 | 14,832,698 | — | $1.1B |
| 2019-Q4 | 279 | 19,350,512 | — | $2.0B |
| 2019-Q3 | 254 | 19,974,813 | — | $2.1B |
| 2019-Q2 | 247 | 19,946,509 | — | $2.0B |
| 2019-Q1 | 246 | 23,252,656 | — | $2.3B |
| 2018-Q4 | 246 | 23,185,145 | — | $2.0B |
| 2018-Q3 | 214 | 19,354,309 | — | $1.8B |
| 2018-Q2 | 214 | 19,665,383 | — | $1.8B |
| 2018-Q1 | 208 | 19,278,969 | — | $1.7B |
| 2017-Q4 | 214 | 22,008,346 | — | $2.1B |
| 2017-Q3 | 197 | 22,337,952 | — | $2.1B |
| 2017-Q2 | 213 | 23,800,568 | — | $2.2B |
| 2017-Q1 | 219 | 25,414,768 | — | $2.3B |
| 2016-Q4 | 223 | 26,673,739 | — | $2.5B |
| 2016-Q3 | 220 | 28,974,341 | — | $2.8B |
| 2016-Q2 | 219 | 28,270,796 | — | $2.8B |
| 2016-Q1 | 206 | 27,480,766 | — | $2.6B |
| 2015-Q4 | 203 | 26,319,778 | — | $2.4B |
| 2015-Q3 | 184 | 25,957,066 | — | $2.2B |
| 2015-Q2 | 175 | 25,308,706 | — | $2.1B |
| 2015-Q1 | 187 | 25,608,435 | — | $2.4B |
| 2014-Q4 | 180 | 23,866,952 | — | $2.2B |
| 2014-Q3 | 174 | 23,525,574 | — | $1.9B |
| 2014-Q2 | 171 | 21,638,448 | — | $1.8B |
| 2014-Q1 | 165 | 21,279,783 | — | $1.7B |
| 2013-Q4 | 157 | 19,619,699 | — | $1.4B |
| 2013-Q3 | 144 | 19,641,217 | — | $1.4B |
| 2013-Q2 | 146 | 18,841,710 | — | $1.4B |
| 2013-Q1 | 14 | 782,439 | — | $61M |
