RWLC ADVISORS INNER CIRCLE FD III
FollowRAYLIANT NXTGEN (fund)
8 managers (8 13F filers) reported a position in RWLC shares at 2025-09-30, 879,499 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 1
- Added
- 5
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 879,499
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 | 686,977 | $26M | 1% | +44,233 | 13F-HRTimeline |
| Coppell Advisory Solutions LLC | 81,746 | $3.09M | 0.33% | +13,382 | 13F-HRTimeline |
| GeoWealth Management, LLC | 71,410 | $2.7M | 0.1% | -1,459 | 13F-HRTimeline |
| FLOW TRADERS U.S. LLC | 18,557 | $701K | 0.03% | +2,320 | 13F-HRTimeline |
| Cambridge Investment Research Advisors,… | 9,858 | $373K | <0.01% | new | 13F-HRTimeline |
| Cetera Investment Advisers | 8,658 | $327K | <0.01% | +108 | 13F-HRTimeline |
| GPS Wealth Strategies Group, LLC | 2,100 | $79.4K | 0.01% | 0 | 13F-HRTimeline |
| JNBA Financial Advisors | 193 | $7.3K | <0.01% | +150 | 13F-HRTimeline |