RWO Institutional Ownership
State Street SPDR Dow Jones Global Real Estate ETF
1W: -1.7%
1M: -6.0%
3M: -7.8%
YTD: +2.3%
1Y: +1.0%
3Y: +32.1%
5Y: +2.5%
$46.33
+0.12 (+0.26%)
Weekly Expected Move ±1.4%
$45
$46
$46
$47
$48
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — RWO
230
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
975M
Total Invested
22
New Positions
78
Increased
83
Reduced
19
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (249 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | STATE STREET CORP | 6,029,648 | $279M | -108,865 | -1.8% | 46Q | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 1,593,539 | $74M | +47,028 | +3.0% | 60Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 1,569,638 | $73M | -371 | -0.0% | 15Q | SEC ↗ |
| 4 | GLENMEDE TRUST CO NA | 739,570 | $34M | -9,459 | -1.3% | 3Q | SEC ↗ |
| 5 | Quent Capital, LLC | 618,775 | $29M | +25,144 | +4.2% | 19Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 568,290 | $26M | +209,652 | +58.5% | 63Q | SEC ↗ |
| 7 | MORGAN STANLEY | 507,082 | $23M | +6,741 | +1.3% | 60Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 471,704 | $22M | -10,951 | -2.3% | 7Q | SEC ↗ |
| 9 | GOLDMAN SACHS GROUP INC | 396,342 | $18M | -29,103 | -6.8% | 15Q | SEC ↗ |
| 10 | Mariner, LLC | 305,084 | $14M | -3,433 | -1.1% | 45Q | SEC ↗ |
| 11 | BRIGHTON JONES LLC | 282,843 | $13M | +1,334 | +0.5% | 37Q | SEC ↗ |
| 12 | LPL Financial LLC | 268,246 | $12M | +40,205 | +17.6% | 53Q | SEC ↗ |
| 13 | Cerity Partners LLC | 237,463 | $11M | +11,439 | +5.1% | 23Q | SEC ↗ |
| 14 | JONES FINANCIAL COMPANIES LLLP | 218,126 | $10M | +4,798 | +2.2% | 26Q | SEC ↗ |
| 15 | HSBC HOLDINGS PLC | 212,429 | $10M | +565 | +0.3% | 38Q | SEC ↗ |
| 16 | Modera Wealth Management, LLC | 197,929 | $9M | -6,144 | -3.0% | 35Q | SEC ↗ |
| 17 | Avidian Wealth Enterprises, LLC | 153,219 | $7M | +1,526 | +1.0% | 15Q | SEC ↗ |
| 18 | Addis & Hill, Inc | 145,643 | $7M | -1,728 | -1.2% | 11Q | SEC ↗ |
| 19 | Odyssey Group, LLC NEW | 133,745 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 20 | White & Co Financial Planning Inc | 131,163 | $6M | +2,722 | +2.1% | 7Q | SEC ↗ |
| 21 | Orin Green Financial, LLC | 116,451 | $5M | -1,362 | -1.2% | 23Q | SEC ↗ |
| 22 | Valmark Advisers, Inc. | 105,432 | $5M | -223 | -0.2% | 35Q | SEC ↗ |
| 23 | Waldron Private Wealth LLC | 103,511 | $5M | -2,208 | -2.1% | 39Q | SEC ↗ |
| 24 | HighTower Advisors, LLC | 103,257 | $5M | -3,434 | -3.2% | 22Q | SEC ↗ |
| 25 | MML INVESTORS SERVICES, LLC | 102,355 | $5M | +6,138 | +6.4% | 37Q | SEC ↗ |
| 26 | OneAscent Financial Services LLC | 96,038 | $4M | +694 | +0.7% | 5Q | SEC ↗ |
| 27 | JFS WEALTH ADVISORS, LLC | 94,538 | $4M | +2,664 | +2.9% | 43Q | SEC ↗ |
| 28 | Brooklyn FI, LLC | 91,936 | $4M | -1,273 | -1.4% | 19Q | SEC ↗ |
| 29 | Hills Bank & Trust Co | 89,554 | $4M | +893 | +1.0% | 22Q | SEC ↗ |
| 30 | Cambridge Investment Research Advisors | 87,164 | $4M | +5,729 | +7.0% | 53Q | SEC ↗ |
| 31 | Foster Victor Wealth Advisors, LLC NEW | 83,132 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 32 | PARK AVENUE SECURITIES LLC | 80,259 | $4M | +2,538 | +3.3% | 2Q | SEC ↗ |
| 33 | Beacon Pointe Advisors, LLC | 72,840 | $3M | -1,723 | -2.3% | 31Q | SEC ↗ |
| 34 | NATIXIS ADVISORS, LLC | 70,138 | $3M | +416 | +0.6% | 45Q | SEC ↗ |
| 35 | Cetera Investment Advisers | 69,784 | $3M | +277 | +0.4% | 25Q | SEC ↗ |
| 36 | M&T Bank Corp | 67,316 | $3M | -170 | -0.3% | 17Q | SEC ↗ |
| 37 | Sanctuary Advisors, LLC | 65,997 | $3M | +1,696 | +2.6% | 5Q | SEC ↗ |
| 38 | Capstone Financial Advisors, Inc. | 63,134 | $3M | -3,078 | -4.6% | 26Q | SEC ↗ |
| 39 | Focus Partners Wealth | 59,277 | $3M | -2,741 | -4.4% | 8Q | SEC ↗ |
| 40 | EP Wealth Advisors, LLC | 55,826 | $3M | +8,182 | +17.2% | 3Q | SEC ↗ |
| 41 | Moss Adams Wealth Advisors LLC | 55,783 | $3M | -900 | -1.6% | 15Q | SEC ↗ |
| 42 | MERCER GLOBAL ADVISORS INC /ADV | 54,995 | $3M | -4,763 | -8.0% | 23Q | SEC ↗ |
| 43 | ROYAL BANK OF CANADA | 54,249 | $3M | -518 | -0.9% | 67Q | SEC ↗ |
| 44 | Banque Cantonale Vaudoise | 53,317 | $2M | +2,254 | +4.4% | 6Q | SEC ↗ |
| 45 | Capital Investment Management, Inc. | 47,107 | $2M | +612 | +1.3% | 3Q | SEC ↗ |
| 46 | FSM Wealth Advisors, LLC | 45,668 | $2M | -1,447 | -3.1% | 17Q | SEC ↗ |
| 47 | Simplicity Wealth,LLC | 42,319 | $2M | +3,702 | +9.6% | 5Q | SEC ↗ |
| 48 | ALTFEST L J & CO INC | 39,817 | $2M | +468 | +1.2% | 31Q | SEC ↗ |
| 49 | GREAT VALLEY ADVISOR GROUP, INC. | 39,652 | $2M | +837 | +2.2% | 17Q | SEC ↗ |
| 50 | Columbia River Financial Group, LLC | 38,733 | $2M | +3,471 | +9.8% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Odyssey Group, LLC | 133,745 | $6M |
| Foster Victor Wealth Advisors, LLC | 83,132 | $4M |
| IFG Advisory, LLC | 25,270 | $1M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 17,246 | $799K |
| Pathstone Holdings, LLC | 15,740 | $729K |
| BlueChip Wealth Advisors LLC | 8,414 | $390K |
| Evanson Financial, LLC | 6,467 | $300K |
| Integrated Wealth Concepts LLC | 5,614 | $260K |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, IN | 4,246 | $197K |
| Vertex Planning Partners, LLC | 4,086 | $189K |
| Ameritas Advisory Services, LLC | 1,255 | $58K |
| Global Retirement Partners, LLC | 940 | $44K |
| Coston, McIsaac & Partners | 397 | $18K |
| Buck Wealth Strategies, LLC | 361 | $17K |
| Crews Bank & Trust | 332 | $15K |
| IMA Advisory Services, Inc. | 180 | $8K |
| MCDONALD PARTNERS LLC | 139 | $6K |
| TRUST CO OF VERMONT | 88 | $4K |
| Russell Investments Group, Ltd. | 81 | $4K |
| VIMA LLC | 33 | $2K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Henson-Edgewater Management, LLC | 144,927 | $7M |
| FLOW TRADERS U.S. LLC | 63,118 | $3M |
| JANE STREET GROUP, LLC | 35,000 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 23,225 | $1M |
| Lunt Capital Management, Inc. | 10,209 | $473K |
| Clarity Retirement & Wealth, LLC | 6,886 | $319K |
| JIM SAULNIER & ASSOCIATES, LLC | 6,527 | $302K |
| BAILARD, INC. | 6,113 | $283K |
| Betterment LLC | 5,720 | $265K |
| Discipline Wealth Solutions, LLC | 5,494 | $255K |
| Kestra Advisory Services, LLC | 2,721 | $126K |
| Strategic Advocates LLC | 1,255 | $58K |
| IFC & Insurance Marketing, Inc. | 712 | $33K |
| Mowery & Schoenfeld Wealth Manageme | 696 | $32K |
| Parkside Financial Bank & Trust | 471 | $22K |
| FLAGSHIP HARBOR ADVISORS, LLC | 390 | $18K |
| Farmers & Merchants Trust Co of Cha | 298 | $14K |
| Financial Freedom, LLC | 292 | $14K |
| Western Wealth Management, LLC | 247 | $11K |
| MPWM ADVISORY SOLUTIONS, LLC | 195 | $9K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +209,652 | +58.5% | 568,290 |
| Bank of New York Mellon Corp | +47,028 | +3.0% | 1,593,539 |
| LPL Financial LLC | +40,205 | +17.6% | 268,246 |
| Quent Capital, LLC | +25,144 | +4.2% | 618,775 |
| Savant Capital, LLC | +18,843 | +98.1% | 38,044 |
| Cerity Partners LLC | +11,439 | +5.1% | 237,463 |
| OSAIC HOLDINGS, INC. | +9,093 | +34.0% | 35,871 |
| EP Wealth Advisors, LLC | +8,182 | +17.2% | 55,826 |
| ASSETMARK, INC | +7,981 | +25745.2% | 8,012 |
| MORGAN STANLEY | +6,741 | +1.3% | 507,082 |
| MML INVESTORS SERVICES, LLC | +6,138 | +6.4% | 102,355 |
| Cambridge Investment Research Advis | +5,729 | +7.0% | 87,164 |
| JONES FINANCIAL COMPANIES LLLP | +4,798 | +2.2% | 218,126 |
| TRUIST FINANCIAL CORP | +4,035 | +30.4% | 17,326 |
| ORBA Wealth Advisors, L.L.C. | +3,996 | +26.3% | 19,203 |
| NewEdge Advisors, LLC | +3,927 | +2283.1% | 4,099 |
| Simplicity Wealth,LLC | +3,702 | +9.6% | 42,319 |
| Columbia River Financial Group, LLC | +3,471 | +9.8% | 38,733 |
| US BANCORP \DE | +3,033 | +41.5% | 10,344 |
| White & Co Financial Planning Inc | +2,722 | +2.1% | 131,163 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| STATE STREET CORP | -108,865 | -1.8% | 6,029,648 |
| WLTH Capital Management, LLC | -70,907 | -74.4% | 24,417 |
| BANK OF MONTREAL /CAN | -34,666 | -97.9% | 732 |
| GOLDMAN SACHS GROUP INC | -29,103 | -6.8% | 396,342 |
| WELLS FARGO & COMPANY/MN | -16,751 | -36.8% | 28,747 |
| RAYMOND JAMES FINANCIAL INC | -10,951 | -2.3% | 471,704 |
| GLENMEDE TRUST CO NA | -9,459 | -1.3% | 739,570 |
| Modera Wealth Management, LLC | -6,144 | -3.0% | 197,929 |
| MERCER GLOBAL ADVISORS INC /ADV | -4,763 | -8.0% | 54,995 |
| HighTower Advisors, LLC | -3,434 | -3.2% | 103,257 |
| Mariner, LLC | -3,433 | -1.1% | 305,084 |
| Envision Financial LLC | -3,380 | -38.1% | 5,494 |
| Capstone Financial Advisors, Inc. | -3,078 | -4.6% | 63,134 |
| Rockefeller Capital Management L.P. | -3,007 | -97.8% | 68 |
| Focus Partners Wealth | -2,741 | -4.4% | 59,277 |
| BARCLAYS PLC | -2,431 | -7.2% | 31,371 |
| Waldron Private Wealth LLC | -2,208 | -2.1% | 103,511 |
| Abacus Planning Group, Inc. | -1,926 | -6.2% | 28,975 |
| Addis & Hill, Inc | -1,728 | -1.2% | 145,643 |
| Beacon Pointe Advisors, LLC | -1,723 | -2.3% | 72,840 |