RWLC ADVISORS INNER CIRCLE FD III
FollowRAYLIANT NXTGEN (fund)
10 managers (10 13F filers) reported a position in RWLC shares at 2025-12-31, 958,625 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 4
- Added
- 3
- Reduced
- 3
- Sold out
- 2
- Shares held by filers
- 958,625
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 | 757,637 | $25.2M | 0.92% | +70,660 | 13F-HRTimeline |
| Coppell Advisory Solutions LLC | 81,342 | $2.76M | 0.27% | -404 | 13F-HRTimeline |
| GeoWealth Management, LLC | 69,347 | $2.3M | 0.08% | -2,063 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 24,897 | $827K | <0.01% | new | 13F-HRTimelineGroup |
| Cambridge Investment Research Advisors,… | 9,952 | $330K | <0.01% | +94 | 13F-HRTimeline |
| FLOW TRADERS U.S. LLC | 8,009 | $266K | 0.01% | -10,548 | 13F-HRTimeline |
| LaSalle St. Investment Advisors, LLC | 6,258 | $207K | 0.03% | new | 13F-HRTimeline |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 882 | $29.3K | <0.01% | new | 13F-HRTimelineGroup |
| JNBA Financial Advisors | 271 | $9K | <0.01% | +78 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 30 | $996 | <0.01% | new | 13F-HRTimelineGroup |