RWLC institutional holders
ADVISORS INNER CIRCLE FD III · 13F, 2026Q2
| Managers holding | 8 |
|---|---|
| Shares held | 1,109,600 |
| Reported value | $40.7m |
| Quarter flows | 1 new, 4 added, 2 trimmed, 3 exited |
Top 8 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Sowell Financial Services LLC | 909,879 | $34.1m | 1.1% |
| GeoWealth Management, LLC | 74,722 | $2.8m | 0.1% |
| Coppell Advisory Solutions LLC | 95,281 | $2.7m | 0.3% |
| CITADEL ADVISORS LLC | 14,087 | $528,051 | 0.0% |
| JANE STREET GROUP, LLC | 8,554 | $320,647 | 0.0% |
| LaSalle St. Investment Advisors, LLC | 5,870 | $220,037 | 0.0% |
| JPMORGAN CHASE & CO | 897 | $33,835 | 0.0% |
| JNBA Financial Advisors | 310 | $11,631 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("RWLC"). RWLC price history · All 13F data