Invesco S&p Smallcap 600
$60.71+1.3%
+$77.4M
Net Activity
+7.16% total shares
Institutions Holding
207
Popularity Rank
#2924
Avg Weight
0.24%
Total Value
$1.2B
207 institutions currently hold RWJ, with 100 net buyers and 90 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
90
Net Buying Institutions
100
Top 5 by Value
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Across its top 20 institutional holders, RWJ's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 24/100).
RWJ ranks #2924 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
RWJ is a top-conviction position for Wellington Grp LLC — at 8.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in RWJ belongs to LPL Financial LLC, but the position matters far more to Wellington Grp LLC, who has 8.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Morgan Stanley has added to its RWJ position for two straight quarters, increasing it by $57.9M to reach $165.8M today.
EP Wealth Advisors, LLC has trimmed its RWJ position for two straight quarters, cutting it by $166.4K while still holding $255.0K.
RWJ is up 1.3% today, and institutions have been net buyers of $77.4M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$99.6M
Total Buy Value
$24.5M
Total Sell Value
100
Net Buyers
90
Net Sellers
RWJ
Q2 2026
Top 5 Institutional Movers
+$49.9M
+$22.9M
+$20.7M
+$11.9M
+$10.8M
RWJ does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
46138G664
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,637
Total reported value
$985.7B
Held by 4637 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,583
Total reported value
$528.9B
Held by 4583 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,419
Total reported value
$354.5B
Held by 4419 institutions — one of the most-tracked stocks on AlphaSMO
Access RWJ's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/RWJCLI
npx alphasmo stocks get RWJ