RWLC ADVISORS INNER CIRCLE FD III
FollowRAYLIANT NXTGEN (fund)
8 managers (8 13F filers) reported a position in RWLC shares at 2026-06-30, 1,109,600 shares in all. 1 filer opened a position and 3 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 1
- Added
- 4
- Reduced
- 2
- Sold out
- 3
- Shares held by filers
- 1,109,600
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 909,879 | $34.1M | 1.11% | +101,807 | 13F-HRTimeline |
| GeoWealth Management, LLC | 74,722 | $2.8M | 0.09% | +1,485 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 14,087 | $528K | <0.01% | -2 | 13F-HRTimelineGroup |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 8,554 | $321K | <0.01% | -8,140 | 13F-HRTimelineGroup |
| LaSalle St. Investment Advisors, LLC | 5,870 | $220K | 0.03% | new | 13F-HRTimeline |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 897 | $33.8K | <0.01% | +15 | 13F-HRTimelineGroup |
| Coppell Advisory Solutions LLC | 95,281 | $26.9K | <0.01% | +1,223 | 13F-HRTimeline |
| JNBA Financial Advisors | 310 | $11.6K | <0.01% | 0 | 13F-HRTimeline |