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Security record · archived quarter

RWX

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
32Tracked holders
0Δ holders
3.26MShares held
$91.34MReported value
+0New positions
−0Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.3% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 9.39K $234,869 n/a n/a
Q2 2026 33 -1 3.25M $87.74M +1 −2
Q1 2026 34 +2 3.08M $82.10M +3 −1
Q4 2025 32 0 3.26M $91.34M n/a n/a
Q3 2025 5 0 1.62M $45.11M +1 −1
Q2 2025 3 +2 2.29M $62.74M +2 n/a
Q1 2025 1 0 717.75K $17.57M +1 −1
Q4 2024 1 0 13.68K $315,279 n/a n/a
Q3 2024 1 +1 8.31K $229,107 +1 n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 827.65K -0.7% $23.17M 0.0% ▼ Trim 2 SEC ↗ ×3
2 State Street Global Advisors ✦ (passive) 774.01K 0.0% $21.67M 0.0% Held 4 SEC ↗
3 Northern Trust Corp 653.70K n/a $18.30M 0.0% n/c 1 SEC ↗ ×2
4 Wells Fargo & Company/Mn 281.58K n/a $7.88M 0.0% n/c 1 SEC ↗ ×4
5 Jane Street Group, Llc 188.46K n/a $5.28M 0.0% n/c 1 SEC ↗
6 Assetmark, Inc 90.37K n/a $2.53M 0.0% n/c 1 SEC ↗
7 UBS Group AG 90.01K n/a $2.52M 0.0% n/c 1 SEC ↗ ×2
8 Bank Of America Corp /De/ 88.36K n/a $2.47M 0.0% n/c 1 SEC ↗ ×3
9 Susquehanna International Group, Llp 60.14K n/a $1.68M 0.0% n/c 1 SEC ↗
10 Rockefeller Capital Management L.P. 28.23K n/a $790,496 0.0% n/c 1 SEC ↗
11 Bank Of Montreal /Can/ 28.22K n/a $790,244 0.0% n/c 1 SEC ↗ ×2
12 Wealth Enhancement Advisory… 23.50K n/a $663,556 0.0% n/c 1 SEC ↗
13 LPL Financial LLC 23.68K n/a $662,932 0.0% n/c 1 SEC ↗
14 Royal Bank Of Canada 19.34K n/a $542,000 0.0% n/c 1 SEC ↗ ×5
15 Mercer Global Advisors Inc /Adv 16.12K n/a $451,248 0.0% n/c 1 SEC ↗
16 Focus Partners Wealth 14.37K n/a $402,353 0.0% n/c 1 SEC ↗
17 Ameriprise Financial Inc 10.18K n/a $285,147 0.0% n/c 1 SEC ↗ ×2
18 D. E. Shaw & Co. ✦ 7.89K 0.0% $221,004 0.0% Held 3 SEC ↗
19 Bank Of Nova Scotia 7.16K n/a $201,127 0.0% n/c 1 SEC ↗
20 Northwestern Mutual Wealth… 6.96K n/a $194,925 0.0% n/c 1 SEC ↗
21 Us Bancorp \De\ 6.83K n/a $191,352 0.0% n/c 1 SEC ↗ ×2
22 JPMorgan Chase ✦ 3.23K -54.4% $90,356 0.0% ▼ Trim 2 SEC ↗
23 Osaic Holdings, Inc. 3.17K n/a $88,875 0.0% n/c 1 SEC ↗ ×2
24 Citigroup Inc 2.39K n/a $66,948 0.0% n/c 1 SEC ↗
25 Fifth Third Bancorp 2.12K n/a $59,332 0.0% n/c 1 SEC ↗
26 Pnc Financial Services Group, Inc. 1.99K n/a $55,720 0.0% n/c 1 SEC ↗ ×2
27 Barclays Plc 600 n/a $16,800 0.0% n/c 1 SEC ↗
28 Blair William & Co/Il 434 n/a $12,152 0.0% n/c 1 SEC ↗
29 Qube Research & Technologies Ltd 427 n/a $11,956 0.0% n/c 1 SEC ↗
30 Jones Financial Companies Lllp 396 n/a $11,097 0.0% n/c 1 SEC ↗
31 Franklin Resources Inc 184 n/a $5,152 0.0% n/c 1 SEC ↗
32 Fidelity (FMR) ✦ 4 0.0% $112 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 115 holders, 6.35M shares, $167.01M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API