Who Owns RWO (RWO)? -- Institutional Holders (2026-06-30)

227 institutions reported holding $978.2M of RWO (RWO) in SEC 13F filings for 2026-06-30. Largest institutional holders: STATE STREET CORP ($299.7M), HUNTINGTON NATIONAL BANK ($79.7M), Bank of New York Mellon Corp ($79.2M), BANK OF AMERICA CORP /DE/ ($78.0M), GLENMEDE TRUST CO NA ($36.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1STATE STREET CORP$299.7M6.0MTrimmed
2HUNTINGTON NATIONAL BANK$79.7M0Added
3Bank of New York Mellon Corp$79.2M1.6MAdded
4BANK OF AMERICA CORP /DE/$78.0M1.6MTrimmed
5GLENMEDE TRUST CO NA$36.8M739,570Trimmed
6Quent Capital, LLC$30.8M618,775Added
7ENVESTNET ASSET MANAGEMENT INC$28.2M568,290Added
8MORGAN STANLEY$25.2M507,082Added
9RAYMOND JAMES FINANCIAL INC$23.4M471,704Trimmed
10GOLDMAN SACHS GROUP INC$19.7M396,342Trimmed
11Mariner, LLC$15.2M305,084Trimmed
12BRIGHTON JONES LLC$14.1M282,843Added
13LPL Financial LLC$13.3M268,246Added
14Cerity Partners LLC$11.8M237,463Added
15JONES FINANCIAL COMPANIES LLLP$11.0M218,126Added
16HSBC HOLDINGS PLC$10.6M212,429Added
17Modera Wealth Management, LLC$9.8M197,929Trimmed
18Avidian Wealth Enterprises, LLC$7.6M153,219Added
19Addis & Hill, Inc$7.2M145,643Trimmed
20Odyssey Group, LLC$6.6M133,745New
21White & Co Financial Planning Inc$6.5M131,163Added
22Orin Green Financial, LLC$5.8M116,451Trimmed
23Valmark Advisers, Inc.$5.2M105,432Trimmed
24Waldron Private Wealth LLC$5.1M103,511Trimmed
25HighTower Advisors, LLC$5.1M103,257Trimmed

Source: SEC Form 13F filings · as of 2026-06-30