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Funds Holding RWL

On this page, we present all of the funds holding RWL from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding RWL, with a link to that fund's top holdings. The next columns indicate the amount of RWL stock held by each of the funds holding RWL, followed by the RWL position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 179 funds holding RWL within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Allworth Financial LP. For more details on the positions held by Allworth Financial LP (or by any of the other funds holding RWL), click the fund name in the "Holder" column of the funds-holding-RWL table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Allworth Financial LP2,325,189$217,940 03/31/2024
     RWL2,325,189$217,940 03/31/2024
LPL Financial LLC2,462,684$210,165 12/31/2023
     RWL2,462,684$210,165 12/31/2023
Morgan Stanley2,327,402$198,621 12/31/2023
     RWL2,327,402$198,621 12/31/2023
Ameriprise Financial Inc.1,607,206$137,138 12/31/2023
     RWL1,607,206$137,138 12/31/2023
Bank of America Corp DE1,467,596$125,245 12/31/2023
     RWL1,467,596$125,245 12/31/2023
Fusion Family Wealth LLC1,329,564$113,465 12/31/2023
     RWL1,329,564$113,465 12/31/2023
Raymond James Financial Services Advisors Inc.559,357$52,429 03/31/2024
     RWL559,357$52,429 03/31/2024
UBS Group AG528,129$45,071 12/31/2023
     RWL528,129$45,071 12/31/2023
Advisor Group Holdings Inc.495,678$42,305 12/31/2023
     RWL495,678$42,305 12/31/2023
Wells Fargo & Company MN463,847$39,585 12/31/2023
     RWL463,847$39,585 12/31/2023
ERn Financial LLC372,764$34,939 03/31/2024
     RWL372,764$34,939 03/31/2024
Kozak & Associates Inc.341,701$28,915 12/31/2023
     RWL341,701$28,915 12/31/2023
Commonwealth Equity Services LLC286,165$24,421 12/31/2023
     RWL286,165$24,421 12/31/2023
Envestnet Asset Management Inc.269,228$22,976 12/31/2023
     RWL269,228$22,976 12/31/2023
Klingman & Associates LLC234,515$20,014 12/31/2023
     RWL234,515$20,014 12/31/2023
Stratos Wealth Partners LTD.159,281$14,929 03/31/2024
     RWL159,281$14,929 03/31/2024
Denver Wealth Management Inc.137,856$12,921 03/31/2024
     RWL137,856$12,921 03/31/2024
Stifel Financial Corp150,425$12,837 12/31/2023
     RWL150,425$12,837 12/31/2023
Cadent Capital Advisors LLC119,002$11,154 03/31/2024
     RWL119,002$11,154 03/31/2024
Northwestern Mutual Wealth Management Co.130,513$11,138 12/31/2023
     RWL130,513$11,138 12/31/2023
Avantax Advisory Services Inc.120,188$10,257 12/31/2023
     RWL120,188$10,257 12/31/2023
Private Advisor Group LLC119,181$10,171 12/31/2023
     RWL119,181$10,171 12/31/2023
Thoroughbred Financial Services LLC115,454$9,852 12/31/2023
     RWL115,454$9,852 12/31/2023
Absolute Capital Management LLC109,998$9,387 12/31/2023
     RWL109,998$9,387 12/31/2023
Legacy Capital Wealth Partners LLC108,768$9,282 12/31/2023
     RWL108,768$9,282 12/31/2023
Mariner LLC107,267$9,154 12/31/2023
     RWL107,267$9,154 12/31/2023
Equitable Holdings Inc.103,401$8,824 12/31/2023
     RWL103,401$8,824 12/31/2023
Global Retirement Partners LLC81,746$7,662 03/31/2024
     RWL81,746$7,662 03/31/2024
Atria Wealth Solutions Inc.89,569$7,644 12/31/2023
     RWL89,569$7,644 12/31/2023
MML Investors Services LLC89,563$7,643 12/31/2023
     RWL89,563$7,643 12/31/2023
Raymond James & Associates78,793$7,385 03/31/2024
     RWL78,793$7,385 03/31/2024
Harbour Investments Inc.84,542$7,215 12/31/2023
     RWL84,542$7,215 12/31/2023
Aspire Capital Advisors LLC78,772$6,722 12/31/2023
     RWL78,772$6,722 12/31/2023
Royal Bank of Canada75,382$6,433 12/31/2023
     RWL75,382$6,433 12/31/2023
Resonant Capital Advisors LLC74,227$6,335 12/31/2023
     RWL74,227$6,335 12/31/2023
EverSource Wealth Advisors LLC71,731$6,122 12/31/2023
     RWL71,731$6,122 12/31/2023
RVW Wealth LLC64,442$6,040 03/31/2024
     RWL64,442$6,040 03/31/2024
Wealth Management Partners LLC63,962$5,995 03/31/2024
     RWL63,962$5,995 03/31/2024
MONECO Advisors LLC61,898$5,802 03/31/2024
     RWL61,898$5,802 03/31/2024
JPMorgan Chase & Co.64,182$5,477 12/31/2023
     RWL64,182$5,477 12/31/2023
Cetera Advisor Networks LLC63,242$5,397 12/31/2023
     RWL63,242$5,397 12/31/2023
Prime Capital Investment Advisors LLC60,456$5,159 12/31/2023
     RWL60,456$5,159 12/31/2023
Western Wealth Management LLC60,033$5,123 12/31/2023
     RWL60,033$5,123 12/31/2023
Ancora Advisors LLC59,485$5,076 12/31/2023
     RWL59,485$5,076 12/31/2023
Arbor Capital Management Inc. ADV58,078$4,956 12/31/2023
     RWL58,078$4,956 12/31/2023
AE Wealth Management LLC54,887$4,733 12/31/2023
     RWL54,887$4,733 12/31/2023
Kestra Advisory Services LLC50,941$4,347 12/31/2023
     RWL50,941$4,347 12/31/2023
Tompkins Financial Corp42,898$4,021 03/31/2024
     RWL42,898$4,021 03/31/2024
Private Advisory Group LLC44,545$3,801 12/31/2023
     RWL44,545$3,801 12/31/2023
Cambridge Investment Research Advisors Inc.38,241$3,584 03/31/2024
     RWL38,241$3,584 03/31/2024
Amplius Wealth Advisors LLC37,642$3,528 03/31/2024
     RWL37,642$3,528 03/31/2024
Global Assets Advisory LLC37,372$3,503 03/31/2024
     RWL37,372$3,503 03/31/2024
Wealthcare Advisory Partners LLC36,312$3,404 03/31/2024
     RWL36,312$3,404 03/31/2024
Merit Financial Group LLC39,141$3,340 12/31/2023
     RWL39,141$3,340 12/31/2023
Kelman Lazarov Inc.34,554$2,949 12/31/2023
     RWL34,554$2,949 12/31/2023
Brookstone Capital Management31,405$2,944 03/31/2024
     RWL31,405$2,944 03/31/2024
AdvisorNet Financial Inc28,591$2,680 03/31/2024
     RWL28,591$2,680 03/31/2024
Buckingham Strategic Wealth LLC31,369$2,677 12/31/2023
     RWL31,369$2,677 12/31/2023
Perennial Investment Advisors LLC29,776$2,541 12/31/2023
     RWL29,776$2,541 12/31/2023
PFG Investments LLC26,921$2,523 03/31/2024
     RWL26,921$2,523 03/31/2024
Geneos Wealth Management Inc.28,086$2,397 12/31/2023
     RWL28,086$2,397 12/31/2023
Consolidated Portfolio Review Corp26,674$2,276 12/31/2023
     RWL26,674$2,276 12/31/2023
Solano Wealth Management Inc.26,451$2,257 12/31/2023
     RWL26,451$2,257 12/31/2023
Truist Financial Corp26,238$2,239 12/31/2023
     RWL26,238$2,239 12/31/2023
Nations Financial Group Inc. IA ADV23,721$2,223 03/31/2024
     RWL23,721$2,223 03/31/2024
Goldman Sachs Group Inc.25,000$2,134 12/31/2023
     RWL25,000$2,134 12/31/2023
Rodgers & Associates LTD24,254$2,070 12/31/2023
     RWL24,254$2,070 12/31/2023
Integrated Wealth Concepts LLC23,334$1,991 12/31/2023
     RWL23,334$1,991 12/31/2023
Lincoln National Corp22,115$1,887 12/31/2023
     RWL22,115$1,887 12/31/2023
Thrivent Financial for Lutherans21,019$1,794 12/31/2023
     RWL21,019$1,794 12/31/2023
Level Four Advisory Services LLC20,649$1,762 12/31/2023
     RWL20,649$1,762 12/31/2023
Financial Advocates Investment Management19,567$1,670 12/31/2023
     RWL19,567$1,670 12/31/2023
Kovack Advisors Inc.17,261$1,618 03/31/2024
     RWL17,261$1,618 03/31/2024
IHT Wealth Management LLC17,262$1,473 12/31/2023
     RWL17,262$1,473 12/31/2023
GWM Advisors LLC15,986$1,366 12/31/2023
     RWL15,986$1,366 12/31/2023
Prudential Financial Inc.15,850$1,353 12/31/2023
     RWL15,850$1,353 12/31/2023
Prospera Financial Services Inc15,578$1,329 12/31/2023
     RWL15,578$1,329 12/31/2023
Steward Partners Investment Advisory LLC15,177$1,295 12/31/2023
     RWL15,177$1,295 12/31/2023
Janney Montgomery Scott LLC14,578$1,244 12/31/2023
     RWL14,578$1,244 12/31/2023
Dynamic Advisor Solutions LLC12,706$1,191 03/31/2024
     RWL12,706$1,191 03/31/2024
Key Client Fiduciary Advisors LLC11,964$1,121 03/31/2024
     RWL11,964$1,121 03/31/2024
Renaissance Technologies LLC12,600$1,075 12/31/2023
     RWL12,600$1,075 12/31/2023
Nwam LLC12,210$1,042 12/31/2023
     RWL12,210$1,042 12/31/2023
Rockefeller Capital Management L.P.11,829$1,010 12/31/2023
     RWL11,829$1,010 12/31/2023
Comerica Bank11,549$986 12/31/2023
     RWL11,549$986 12/31/2023
Great Valley Advisor Group Inc.10,896$930 12/31/2023
     RWL10,896$930 12/31/2023
Concurrent Investment Advisors LLC10,326$881 12/31/2023
     RWL10,326$881 12/31/2023
Cora Capital Advisors LLC9,389$880 03/31/2024
     RWL9,389$880 03/31/2024
Fiera Capital Corp10,158$867 12/31/2023
     RWL10,158$867 12/31/2023
Cetera Investment Advisers9,745$832 12/31/2023
     RWL9,745$832 12/31/2023
Acorn Wealth Advisors LLC8,504$797 03/31/2024
     RWL8,504$797 03/31/2024
Cetera Advisors LLC8,283$707 12/31/2023
     RWL8,283$707 12/31/2023
Money Concepts Capital Corp8,269$706 12/31/2023
     RWL8,269$706 12/31/2023
Susquehanna International Group LLP7,714$658 12/31/2023
     RWL7,714$658 12/31/2023
Baldwin Brothers Inc. MA7,012$657 03/31/2024
     RWL7,012$657 03/31/2024
Marshall Financial Group LLC6,937$650 03/31/2024
     RWL6,937$650 03/31/2024
Retireful LLC6,851$642 03/31/2024
     RWL6,851$642 03/31/2024
Cozad Asset Management Inc.7,300$623 12/31/2023
     RWL7,300$623 12/31/2023
Wealth Enhancement Advisory Services LLC6,370$597 03/31/2024
     RWL6,370$597 03/31/2024
Snowden Capital Advisors LLC6,959$594 12/31/2023
     RWL6,959$594 12/31/2023
Flaharty Asset Management LLC6,879$587 12/31/2023
     RWL6,879$587 12/31/2023
HighTower Advisors LLC6,164$526 12/31/2023
     RWL6,164$526 12/31/2023
Creative Planning5,732$489 12/31/2023
     RWL5,732$489 12/31/2023
Principal Securities Inc.5,718$488 12/31/2023
     RWL5,718$488 12/31/2023
Accurate Wealth Management LLC5,245$472 03/31/2024
     RWL5,245$472 03/31/2024
Bessemer Group Inc.5,520$471 12/31/2023
     RWL5,520$471 12/31/2023
Main Street Group LTD5,182$442 12/31/2023
     RWL5,182$442 12/31/2023
GSA Capital Partners LLP5,162$441 12/31/2023
     RWL5,162$441 12/31/2023
Sigma Planning Corp5,101$435 12/31/2023
     RWL5,101$435 12/31/2023
Armstrong Advisory Group Inc.4,959$423 03/31/2024
     RWL4,959$423 03/31/2024
Patriot Financial Group Insurance Agency LLC4,802$410 12/31/2023
     RWL4,802$410 12/31/2023
Mercer Global Advisors Inc. ADV4,717$403 12/31/2023
     RWL4,717$403 12/31/2023
Simplicity Wealth LLC4,240$397 03/31/2024
     RWL4,240$397 03/31/2024
Raymond James Trust N.A.4,125$387 03/31/2024
     RWL4,125$387 03/31/2024
Redwood Financial Network Corp4,195$358 12/31/2023
     RWL4,195$358 12/31/2023
Savant Capital LLC4,164$355 12/31/2023
     RWL4,164$355 12/31/2023
Ameritas Investment Partners Inc.4,031$344 12/31/2023
     RWL4,031$344 12/31/2023
E&G Advisors LP3,650$342 03/31/2024
     RWL3,650$342 03/31/2024
Envestnet Portfolio Solutions Inc.3,861$329 12/31/2023
     RWL3,861$329 12/31/2023
Kestra Private Wealth Services LLC3,813$325 12/31/2023
     RWL3,813$325 12/31/2023
Fifth Third Securities Inc.3,338$313 03/31/2024
     RWL3,338$313 03/31/2024
Diligent Investors LLC3,246$277 12/31/2023
     RWL3,246$277 12/31/2023
Edge Capital Group LLC3,236$276 12/31/2023
     RWL3,236$276 12/31/2023
Pacific Sun Financial Corp3,219$275 12/31/2023
     RWL3,219$275 12/31/2023
Landaas & Co. WI ADV3,088$264 12/31/2023
     RWL3,088$264 12/31/2023
Private Trust Co. NA2,785$261 03/31/2024
     RWL2,785$261 03/31/2024
Parsons Capital Management Inc. RI2,760$259 03/31/2024
     RWL2,760$259 03/31/2024
Jacobi Capital Management LLC3,006$257 12/31/2023
     RWL3,006$257 12/31/2023
Millennium Management LLC2,946$251 12/31/2023
     RWL2,946$251 12/31/2023
Scientech Research LLC2,946$251 12/31/2023
     RWL2,946$251 12/31/2023
Advisory Services Network LLC2,883$246 12/31/2023
     RWL2,883$246 12/31/2023
Montag A & Associates Inc.2,876$245 12/31/2023
     RWL2,876$245 12/31/2023
Cedar Brook Financial Partners LLC2,573$241 03/31/2024
     RWL2,573$241 03/31/2024
Hilltop Partners LLC2,799$239 12/31/2023
     RWL2,799$239 12/31/2023
FMR LLC2,754$235 12/31/2023
     RWL2,754$235 12/31/2023
Essex Financial Services Inc.2,418$227 03/31/2024
     RWL2,418$227 03/31/2024
Holistic Planning LLC2,577$220 12/31/2023
     RWL2,577$220 12/31/2023
Balboa Wealth Partners2,562$219 12/31/2023
     RWL2,562$219 12/31/2023
Kingsview Wealth Management LLC2,558$218 12/31/2023
     RWL2,558$218 12/31/2023
Wealth Alliance2,500$213 12/31/2023
     RWL2,500$213 12/31/2023
Fisher Asset Management LLC2,471$211 12/31/2023
     RWL2,471$211 12/31/2023
Signature Securities Group Corporation2,212$207 03/31/2024
     RWL2,212$207 03/31/2024
Brown Brothers Harriman & Co.2,176$186 12/31/2023
     RWL2,176$186 12/31/2023
CWM LLC1,770$166 03/31/2024
     RWL1,770$166 03/31/2024
O Shaughnessy Asset Management LLC1,910$163 12/31/2023
     RWL1,910$163 12/31/2023
Pflug Koory LLC1,550$145 03/31/2024
     RWL1,550$145 03/31/2024
NBC Securities Inc.1,154$118 03/31/2024
     RWL1,154$118 03/31/2024
Lindbrook Capital LLC1,250$117 03/31/2024
     RWL1,250$117 03/31/2024
Huntington National Bank1,269$108 12/31/2023
     RWL1,269$108 12/31/2023
IFP Advisors Inc1,199$102 12/31/2023
     RWL1,199$102 12/31/2023
Harbor Investment Advisory LLC844$79 03/31/2024
     RWL844$79 03/31/2024
Raleigh Capital Management Inc.890$76 12/31/2023
     RWL890$76 12/31/2023
Qube Research & Technologies Ltd864$74 12/31/2023
     RWL864$74 12/31/2023
Glass Jacobson Investment Advisors llc697$65 03/31/2024
     RWL697$65 03/31/2024
Pinnacle Bank678$64 03/31/2024
     RWL678$64 03/31/2024
The PNC Financial Services Group Inc.645$55 12/31/2023
     RWL645$55 12/31/2023
HM Payson & Co.640$55 12/31/2023
     RWL640$55 12/31/2023
Tanglewood Legacy Advisors LLC511$48 03/31/2024
     RWL511$48 03/31/2024
Lowe Wealth Advisors LLC500$47 03/31/2024
     RWL500$47 03/31/2024
US Bancorp DE500$43 12/31/2023
     RWL500$43 12/31/2023
Operose Advisors LLC475$41 12/31/2023
     RWL475$41 12/31/2023
Tyler Stone Wealth Management473$40 12/31/2023
     RWL473$40 12/31/2023
Rise Advisors LLC355$33 03/31/2024
     RWL355$33 03/31/2024
Transamerica Financial Advisors Inc.343$30 12/31/2023
     RWL343$30 12/31/2023
Cherry Tree Wealth Management LLC340$29 12/31/2023
     RWL340$29 12/31/2023
Provence Wealth Management Group265$23 12/31/2023
     RWL265$23 12/31/2023
Archer Investment Corp255$22 12/31/2023
     RWL255$22 12/31/2023
Newbridge Financial Services Group Inc.220$21 03/31/2024
     RWL220$21 03/31/2024
Bogart Wealth LLC200$19 03/31/2024
     RWL200$19 03/31/2024
Franklin Resources Inc.162$14 12/31/2023
     RWL162$14 12/31/2023
Wolff Wiese Magana LLC130$12 03/31/2024
     RWL130$12 03/31/2024
ORG Partners LLC127$11 12/31/2023
     RWL127$11 12/31/2023
Sound Income Strategies LLC97$9 03/31/2024
     RWL97$9 03/31/2024
GPS Wealth Strategies Group LLC100$9 12/31/2023
     RWL100$9 12/31/2023
Laurel Wealth Advisors LLC100$9 12/31/2023
     RWL100$9 12/31/2023
Future Financial Wealth Managment LLC83$8 03/31/2024
     RWL83$8 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC69$6 12/31/2023
     RWL69$6 12/31/2023
Tower Research Capital LLC TRC 18$2 12/31/2023
     RWL18$2 12/31/2023
Founders Capital Management5$0 03/31/2024
     RWL5$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     Put0$0 12/31/2023
     RWL0$0 12/31/2023
     Call0$0 12/31/2023

See Summary: Institutional Holders of RWL
See Details: Top 10 Hedge Funds Holding RWL
Also See: RWL Holdings Changes

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