DaveManuel.com · Institutional Ownership · Who Owns It
nan (RWL)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
349
Reporting holders
$6.9B
Reported value
0.0%
Calls
0.0%
Puts
+24
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Invesco Ltd. | $1.3B | 10,557,671 | 0.11% | 7q | +0.7%+$9.4M |
| LPL Financial LLC | $848.1M | 6,638,080 | 0.19% | 29q | +0.6%+$5.1M |
| AMERIPRISE FINANCIAL INC | $475.8M | 3,724,055 | 0.10% | 29q | -5.8%-$29.0M |
| MORGAN STANLEY | $426.8M | 3,340,730 | 0.02% | 29q | +1.6%+$6.6M |
| BANK OF AMERICA CORP /DE/ | $288.9M | 2,261,592 | 0.02% | 29q | +3.0%+$8.5M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $275.3M | 2,154,797 | 2.06% | 4q | HELD |
| Bank of New York Mellon Corp | $222.4M | 1,740,482 | 0.04% | 6q | +2.9%+$6.4M |
| Fusion Family Wealth, LLC | $212.9M | 1,666,476 | 14.15% | 29q | -0.6%-$1.4M |
| JONES FINANCIAL COMPANIES LLLP | $157.5M | 1,231,922 | 0.06% | 10q | +24.6%+$31.1M |
| Cetera Investment Advisers | $152.7M | 1,195,593 | 0.14% | 12q | +9.6%+$13.3M |
| OSAIC HOLDINGS, INC. | $146.7M | 1,147,741 | 0.17% | 26q | -4.6%-$7.0M |
| Allworth Financial LP | $122.3M | 957,224 | 0.52% | 17q | -23.4%-$37.3M |
| RAYMOND JAMES FINANCIAL INC | $120.4M | 942,746 | 0.03% | 7q | -6.6%-$8.5M |
| WELLS FARGO & COMPANY/MN | $111.4M | 872,105 | 0.02% | 29q | +11.0%+$11.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $106.4M | 832,552 | 0.13% | 29q | +3.2%+$3.3M |
| Capital Analysts, LLC | $88.0M | 688,862 | 2.03% | 6q | -1.0%-$905.6K |
| Equitable Holdings, Inc. | $82.4M | 644,734 | 0.49% | 27q | +21.1%+$14.3M |
| UBS Group AG | $68.6M | 537,165 | 0.01% | 29q | +1.9%+$1.3M |
| Private Advisor Group, LLC | $58.4M | 456,748 | 0.27% | 29q | +55.6%+$20.8M |
| ENVESTNET ASSET MANAGEMENT INC | $54.1M | 423,720 | 0.01% | 29q | +42.4%+$16.1M |
| Cerity Partners LLC | $48.7M | 381,264 | 0.06% | 5q | -1.1%-$558.8K |
| Cambridge Investment Research Advisors, Inc. | $47.0M | 367,794 | 0.05% | 28q | +132.3%+$26.8M |
| Klingman & Associates, LLC | $45.2M | 353,559 | 1.92% | 29q | +7.5%+$3.1M |
| Kozak & Associates, Inc. | $42.9M | 333,763 | 7.44% | 19q | -43.1%-$32.5M |
| Kestra Advisory Services, LLC | $42.0M | 328,887 | 0.14% | 24q | -29.8%-$17.8M |
| Investment Planning Advisors, Inc. | $41.2M | 322,460 | 9.54% | 9q | +32.3%+$10.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $37.9M | 296,838 | 0.02% | 29q | +3.3%+$1.2M |
| Tanglewood Legacy Advisors, LLC | $37.2M | 291,325 | 12.01% | 15q | +2.3%+$854.2K |
| Global Retirement Partners, LLC | $34.8M | 272,048 | 0.53% | 16q | -8.0%-$3.0M |
| Everest Financial Group LLC | $32.2M | 252,019 | 4.36% | 3q | +0.9%+$278.3K |
| AXXCESS WEALTH MANAGEMENT, LLC | $31.7M | 248,149 | 0.50% | 6q | +5.7%+$1.7M |
| Stewardship Advisors, LLC | $29.8M | 233,598 | 6.20% | 8q | -26.7%-$10.9M |
| GOLDMAN SACHS GROUP INC | $29.7M | 232,211 | 0.00% | 14q | +8.7%+$2.4M |
| MML INVESTORS SERVICES, LLC | $29.2M | 228,455 | 0.06% | 25q | +23.7%+$5.6M |
| Asset Allocation Strategies LLC | $29.0M | 227,158 | 4.47% | 5q | -11.3%-$3.7M |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $28.2M | 220,752 | 1.35% | 29q | +5.3%+$1.4M |
| Scarborough Advisors, LLC | $28.1M | 218,171 | 3.23% | 4q | -17.6%-$6.0M |
| Sanctuary Advisors, LLC | $26.2M | 205,291 | 0.12% | 9q | +6.2%+$1.5M |
| Atlas Legacy Advisors, LLC | $25.7M | 201,381 | 3.80% | 6q | +1.6%+$405.6K |
| Merit Financial Group, LLC | $24.7M | 193,496 | 0.15% | 16q | +2.5%+$607.6K |
| Commonwealth Financial Services, LLC | $23.4M | 183,408 | 3.15% | new | NEW |
| DENVER WEALTH MANAGEMENT, INC. | $22.4M | 175,559 | 6.42% | 17q | +4.3%+$928.3K |
| Cadent Capital Advisors, LLC | $22.1M | 173,316 | 4.56% | 10q | +2.4%+$529.3K |
| Stratos Wealth Partners, LTD. | $20.8M | 162,868 | 0.21% | 22q | +3.3%+$659.2K |
| HARBOUR INVESTMENTS, INC. | $20.4M | 159,636 | 0.27% | 21q | +4.5%+$869.1K |
| JPMORGAN CHASE & CO | $20.1M | 156,667 | 0.00% | 22q | -3.6%-$752.4K |
| EverSource Wealth Advisors, LLC | $20.0M | 156,391 | 0.67% | 15q | -1.0%-$209.8K |
| Aspire Capital Advisors LLC | $19.1M | 149,668 | 3.72% | 14q | +3.2%+$586.4K |
| Blue Water Asset Management | $18.2M | 142,509 | 5.88% | 3q | +1.2%+$219.5K |
| ROYAL BANK OF CANADA | $18.2M | 142,225 | 0.00% | 29q | -6.5%-$1.3M |
| NewEdge Advisors, LLC | $18.2M | 142,067 | 0.05% | 25q | +10.9%+$1.8M |
| Ancora Advisors LLC | $16.9M | 132,040 | 0.32% | 29q | +9.4%+$1.4M |
| Concurrent Investment Advisors, LLC | $16.1M | 125,695 | 0.14% | 11q | +3.6%+$555.9K |
| Petix & Botte Co | $14.0M | 109,836 | 2.82% | 7q | +6.7%+$876.4K |
| PRAIRIE ADVISORY, LLC | $12.8M | 100,084 | 3.00% | new | FIRST |
| ASHTON THOMAS SECURITIES, LLC | $12.4M | 97,432 | 1.84% | new | NEW |
| MONECO ADVISORS, LLC | $12.3M | 96,645 | 0.75% | 29q | +3.7%+$444.1K |
| CX Institutional | $11.7M | 91,198 | 0.34% | new | NEW |
| TFR Capital, LLC. | $11.6M | 90,925 | 3.27% | 7q | +0.6%+$70.5K |
| Kraft, Davis & Associates, LLC | $11.6M | 89,476 | 2.42% | 10q | +5.1%+$559.5K |
| RETIREMENT PLANNING GROUP, LLC / NY | $11.0M | 86,318 | 6.01% | 7q | +9.2%+$930.3K |
| Fourth Dimension Wealth, LLC | $10.6M | 83,090 | 3.36% | new | NEW |
| STIFEL FINANCIAL CORP | $10.4M | 81,131 | 0.01% | 29q | +3.0%+$306.0K |
| Geneos Wealth Management Inc. | $9.6M | 75,076 | 0.20% | 29q | HELD |
| Legacy Capital Wealth Partners, LLC | $9.3M | 79,115 | 1.79% | 9q | +0.5%+$48.2K |
| Resonant Capital Advisors, LLC | $9.3M | 72,877 | 0.44% | 27q | HELD |
| Prime Capital Investment Advisors, LLC | $9.2M | 71,980 | 0.09% | 13q | -2.2%-$206.5K |
| Rockefeller Capital Management L.P. | $8.9M | 69,322 | 0.01% | 27q | +7.0%+$578.9K |
| &PARTNERS | $8.7M | 68,211 | 0.04% | 8q | +299.2%+$6.5M |
| Qube Research & Technologies Ltd | $8.7M | 67,980 | 0.01% | 17q | +68.4%+$3.5M |
| Steward Partners Investment Advisory, LLC | $8.4M | 65,611 | 0.04% | 29q | +1.3%+$109.7K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $8.1M | 63,756 | 0.01% | 3q | HELD |
| TWO SIGMA INVESTMENTS, LP | $7.9M | 62,100 | 0.01% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $7.8M | 60,845 | 0.09% | 23q | -6.8%-$565.5K |
| Avestar Capital, LLC | $7.2M | 56,289 | 0.40% | 7q | +6.1%+$414.5K |
| KINGSWOOD WEALTH ADVISORS, LLC | $7.0M | 55,062 | 0.28% | 9q | HELD |
| LOOMIS SAYLES & CO L P | $7.0M | 54,571 | 0.01% | 2q | +400.7%+$5.6M |
| Oxford Wealth Group, LLC | $6.9M | 54,367 | 3.11% | 3q | +17.3%+$1.0M |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | $6.9M | 54,283 | 1.70% | 6q | +6.9%+$446.6K |
| IFG Advisory, LLC | $6.8M | 53,259 | 0.24% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.8M | 52,210 | 0.01% | 12q | +5.4%+$346.8K |
| Intrua Financial, LLC | $6.7M | 52,268 | 0.61% | 7q | +5.5%+$351.0K |
| NWAM LLC | $6.6M | 51,874 | 0.33% | 8q | HELD |
| Colonial River Investments, LLC | $6.5M | 50,720 | 1.84% | 6q | -52.1%-$7.0M |
| AE Wealth Management LLC | $6.4M | 49,888 | 0.03% | 16q | +2.4%+$151.7K |
| TRUIST FINANCIAL CORP | $6.1M | 47,400 | 0.01% | 27q | +2.4%+$139.8K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | $6.1M | 47,385 | 1.51% | 15q | +1.5%+$89.2K |
| WJ Wealth Management, LLC | $5.9M | 46,073 | 2.32% | 2q | +6.7%+$371.1K |
| OPTIMA CAPITAL LLC | $5.9M | 45,959 | 2.32% | 5q | +12.9%+$671.3K |
| Total Clarity Wealth Management, Inc. | $5.8M | 45,523 | 1.13% | 7q | -42.1%-$4.2M |
| Wealth Management Partners, LLC | $5.7M | 44,763 | 1.35% | 23q | -1.3%-$75.6K |
| Garden State Investment Advisory Services LLC | $5.6M | 43,942 | 1.02% | 5q | -22.9%-$1.7M |
| Essex Financial Services, Inc. | $5.6M | 43,507 | 0.28% | 10q | +5.6%+$295.9K |
| AdvisorNet Financial, Inc | $5.5M | 43,273 | 0.25% | 15q | +2.5%+$133.0K |
| RVW Wealth, LLC | $5.5M | 42,754 | 0.36% | 25q | HELD |
| Perennial Investment Advisors, LLC | $5.4M | 42,335 | 0.36% | 14q | HELD |
| Arkadios Wealth Advisors | $5.3M | 41,790 | 0.08% | 6q | +200.9%+$3.6M |
| Mission Hills Financial Advisory, LLC | $5.3M | 41,107 | 2.31% | 8q | -39.0%-$3.4M |
| Janney Montgomery Scott LLC | $5.2M | 40,987 | 0.01% | 22q | +5.2%+$256.9K |
| Autumn Glory Partners, LLC | $5.0M | 39,037 | 1.41% | 2q | +4.8%+$230.4K |
Showing the largest 100 of 349 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 130 | $853.9M | 6,621,302 | 11 | 50 | 26 | 0.0% |
| Q2 2026 | 349 | $6.9B | 54,320,956 | 40 | 137 | 76 | 0.0% |
| Q1 2026 | 325 | $6.2B | 53,523,225 | 42 | 143 | 55 | 0.0% |
| Q4 2025 | 304 | $5.5B | 47,716,602 | 29 | 127 | 63 | 0.0% |
| Q3 2025 | 291 | $5.0B | 45,640,115 | 38 | 106 | 71 | 0.0% |
| Q2 2025 | 266 | $4.2B | 40,391,513 | 26 | 97 | 62 | 0.0% |
| Q1 2025 | 254 | $3.8B | 37,943,578 | 30 | 94 | 60 | 0.0% |
| Q4 2024 | 243 | $2.8B | 28,187,001 | 29 | 88 | 49 | 0.0% |
| Q3 2024 | 205 | $2.5B | 25,103,780 | 21 | 80 | 43 | 0.0% |
| Q2 2024 | 194 | $2.1B | 23,183,226 | 16 | 75 | 44 | 0.0% |
| Q1 2024 | 189 | $2.4B | 25,415,998 | 29 | 75 | 34 | 0.0% |
| Q4 2023 | 174 | $1.8B | 21,022,830 | 13 | 67 | 33 | 0.0% |
| Q3 2023 | 170 | $1.3B | 16,406,164 | 21 | 58 | 31 | 0.0% |
| Q2 2023 | 161 | $1.2B | 15,624,248 | 18 | 43 | 47 | 0.0% |
| Q1 2023 | 147 | $1.1B | 13,981,637 | 12 | 48 | 40 | 0.0% |
| Q4 2022 | 148 | $976.3M | 13,245,285 | 17 | 48 | 42 | 0.0% |
| Q3 2022 | 142 | $2.1B | 30,817,032 | 10 | 55 | 30 | 0.0% |
| Q2 2022 | 142 | $2.3B | 33,656,280 | 17 | 41 | 42 | 0.0% |
| Q1 2022 | 132 | $2.7B | 33,068,303 | 16 | 42 | 28 | 0.0% |
| Q4 2021 | 127 | $2.6B | 32,325,465 | 11 | 33 | 26 | 0.0% |
| Q3 2021 | 110 | $3.2B | 43,736,315 | 5 | 37 | 20 | 0.0% |
| Q2 2021 | 108 | $3.4B | 45,980,378 | 9 | 22 | 27 | 0.0% |
| Q1 2021 | 104 | $5.6B | 80,989,724 | 13 | 26 | 26 | 0.0% |
| Q4 2020 | 96 | $2.0B | 32,368,286 | 7 | 22 | 27 | 0.0% |
| Q3 2020 | 89 | $2.8B | 51,237,163 | 11 | 13 | 29 | 0.0% |
| Q2 2020 | 87 | $2.7B | 53,068,544 | 13 | 9 | 38 | 0.0% |
| Q1 2020 | 86 | $3.5B | 79,917,969 | 7 | 16 | 38 | 0.0% |
| Q4 2019 | 101 | $21.0B | 360,658,994 | 7 | 26 | 28 | 0.0% |
| Q3 2019 | 88 | $16.6B | 308,024,038 | 8 | 19 | 34 | 0.0% |
| Q2 2019 | 83 | $18.3B | 342,447,650 | 81 | 0 | 1 | 0.0% |
| Q1 2019 | 78 | $1.7B | 33,680,023 | 10 | 25 | 18 | 0.0% |
| Q4 2018 | 74 | $1.5B | 32,543,333 | 1 | 3 | 1 | 0.0% |