RWLC Institutional Ownership & Shareholders
RAYLN NXTGN MU US EQ ETF-USD (RWLC) is currently held by 9 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $39.65M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Sowell Financial Services Llc is currently the largest disclosed institutional shareholder of RWLC tracked by InsiderSet, reporting ownership valued at approximately $35.71M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $35.43M, representing an estimated loss of -0.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed RWLC value among the investors covered in this analysis. Major shareholders include Sowell Financial Services Llc, Geowealth Management, Llc, Citadel Advisors Llc, and several other long-term asset managers with concentrated positions in RAYLN NXTGN MU US EQ ETF-USD (RWLC).
This page ranks the largest institutional RWLC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
9
Total Reported Value
$39.65M
Largest Holder
Sowell Financial Services Llc
Largest Position
$35.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
13
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sowell Financial Services Llc | 1.15% | 927,067 | $35,708,770 | $35,432,501 | -$276,269 | -0.77% | |
| Geowealth Management, Llc | 0.09% | 74,722 | $2,800,955 | $2,855,875 | +$54,920 | +1.96% | |
| Citadel Advisors Llc | 0.00% | 14,087 | $528,051 | $538,405 | +$10,354 | +1.96% | |
| Jane Street Group, Llc | 0.00% | 8,554 | $320,647 | $326,934 | +$6,287 | +1.96% | |
| Lasalle St. Investment Advisors, Llc | 0.03% | 5,870 | $220,037 | $224,351 | +$4,314 | +1.96% | |
| Jpmorgan Chase & Co | 0.00% | 897 | $33,835 | $34,283 | +$448 | +1.33% | |
| Coppell Advisory Solutions Llc | 0.00% | 95,281 | $26,866 | $3,641,640 | +$3,614,774 | +13454.83% | |
| Jnba Financial Advisors | 0.00% | 310 | $11,631 | $11,848 | +$217 | +1.87% | |
| Cx Institutional | 0.00% | 95 | $4 | $3,631 | +$3,627 | +90672.50% |
Frequently asked questions about RWLC
Who are the largest institutional holders of RWLC?
The largest institutional holders of RWLC reported in the latest SEC Form 13F filings include Sowell Financial Services Llc, Geowealth Management, Llc, Citadel Advisors Llc, Jane Street Group, Llc, and Lasalle St. Investment Advisors, Llc. InsiderSet ranks institutional holders by their latest reported RWLC position.
What is RWLC institutional ownership?
This page tracks RWLC positions reported by institutional investment managers through SEC Form 13F. RAYLN NXTGN MU US EQ ETF-USD (RWLC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RWLC?
InsiderSet currently tracks 9 institutional managers reporting RWLC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RWLC shareholders.
How much RWLC stock do institutions own?
Institutional investment managers disclosed approximately $39.65M in RWLC holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RWLC institutional ownership last updated?
The latest RWLC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RWLC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RWLC position after the reporting date.
Are institutions buying or selling RWLC?
Institutional buying and selling can be analyzed by comparing RWLC positions across consecutive 13F reporting periods. InsiderSet's RWLC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RWLC ownership changes.
How has RWLC institutional ownership changed over time?
InsiderSet tracks RWLC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.