RWL · Insider trading · 13F holders · Congress trades
Oppenheimer Large C ap Revenue ETF (RWL)
Who is buying and selling RWL: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 79
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 4
RWL at a glance
- No open-market insider purchases or sales of RWL were filed in the last 90 days.
- 79 13F filers hold RWL among their 50 largest positions, worth $1.6B combined. The biggest bets by portfolio weight are Fusion Family Wealth, LLC (14.1%), Tanglewood Legacy Advisors, LLC (12.0%) and Investment Planning Advisors, Inc. (9.8%). In their latest 13Fs, 0 managers opened a new position and 18 added to one.
- Members of Congress have disclosed 4 RWL trades since 2015, 1 purchase and 3 sales in the past year; the latest was Lou Barletta (R-PA), buying $1K–15K on Jun 3, 2015.
- RWL last closed at $134.92 on Oct 30, 2026.
RWL insider trading
No open-market insider purchases or sales of RWL were filed in the last 90 days.
Who owns RWL? Hedge funds and superinvestors
79 13F filers hold RWL among their 50 largest positions, worth $1.6B combined. The biggest bets by portfolio weight are Fusion Family Wealth, LLC (14.1%), Tanglewood Legacy Advisors, LLC (12.0%) and Investment Planning Advisors, Inc. (9.8%). In their latest 13Fs, 0 managers opened a new position and 18 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Vantagepoint Investment Advisers LLCHedge fund | 2.1% | $284.7M | 2,212,489 | +2.7% shares | Q3 2026 |
| Fusion Family Wealth, LLCWealth manager | 14.1% | $212.9M | 1,666,476 | -0.6% shares | Q2 2026 |
| Allworth Financial LPInvestment manager | 0.5% | $122.3M | 957,224 | -23.4% shares | Q2 2026 |
| Capital Analysts, LLCWealth manager | 2.0% | $88.0M | 688,862 | -1.0% shares | Q2 2026 |
| Equitable Holdings, Inc.Insurance company | 0.5% | $82.4M | 644,734 | — | Q2 2026 |
| Klingman & Associates, LLCWealth manager | 2.0% | $47.3M | 367,583 | +4.0% shares | Q3 2026 |
| Investment Planning Advisors, Inc.Wealth manager | 9.8% | $43.2M | 335,973 | +4.2% shares | Q3 2026 |
| Kozak & Associates, Inc.Investment manager | 7.7% | $42.4M | 315,162 | -5.6% shares | Q3 2026 |
| Tanglewood Legacy Advisors, LLCWealth manager | 12.0% | $37.2M | 291,325 | +2.3% shares | Q2 2026 |
| Global Retirement Partners, LLCInstitutional asset manager | 0.5% | $34.8M | 272,048 | -8.0% shares | Q2 2026 |
| Prairie Advisory, LLCAsset manager | 3.9% | $33.1M | 257,396 | +157.2% shares | Q3 2026 |
| Everest Financial Group LLCWealth manager | 4.4% | $32.2M | 252,019 | +0.9% shares | Q2 2026 |
| Asset Allocation Strategies LLCWealth manager | 4.7% | $31.2M | 242,677 | +6.8% shares | Q3 2026 |
| Stewardship Advisors, LLCWealth manager | 6.3% | $30.1M | 233,574 | -0.0% shares | Q3 2026 |
| Thoroughbred Financial Services, LLCWealth manager | 1.4% | $28.2M | 220,752 | +5.3% shares | Q2 2026 |
| Atlas Legacy Advisors, LLCWealth manager | 3.8% | $25.7M | 201,381 | +1.6% shares | Q2 2026 |
| CX InstitutionalWealth manager | 0.7% | $24.4M | 189,765 | — | Q3 2026 |
| Denver Wealth Management, Inc.Wealth manager | 6.4% | $22.4M | 175,559 | +4.3% shares | Q2 2026 |
| Verdence Capital Advisors LLCWealth manager | 0.9% | $21.9M | 170,313 | — | Q3 2026 |
| EverSource Wealth Advisors, LLCWealth manager | 0.7% | $20.0M | 156,391 | -1.0% shares | Q2 2026 |
| Commonwealth Financial Services, LLCWealth manager | 3.5% | $19.5M | 151,648 | -17.3% shares | Q3 2026 |
| Aspire Capital Advisors LLCWealth manager | 3.7% | $19.1M | 149,668 | +3.2% shares | Q2 2026 |
| Blue Water Asset ManagementWealth manager | 5.9% | $18.2M | 142,509 | +1.2% shares | Q2 2026 |
| Cadent Capital Advisors, LLCWealth manager | 3.8% | $17.5M | 136,309 | -21.4% shares | Q3 2026 |
| Petix & Botte CoWealth manager | 2.8% | $14.0M | 109,836 | +113.3% shares | Q2 2026 |
| Ashton Thomas Securities, LLCWealth manager | 1.5% | $14.0M | 109,118 | +12.0% shares | Q3 2026 |
| Kraft, Davis & Associates, LLCWealth manager | 2.6% | $12.4M | 92,726 | +3.6% shares | Q3 2026 |
| Moneco Advisors, LLCWealth manager | 0.8% | $12.3M | 96,645 | +3.7% shares | Q2 2026 |
| Axxcess Wealth Management, LLCWealth manager | 0.5% | $11.6M | 90,450 | -63.6% shares | Q3 2026 |
| TFR Capital, LLC.Wealth manager | 3.3% | $11.6M | 90,925 | +0.6% shares | Q2 2026 |
The 30 largest of 79 positions, by value. Each manager counts with its latest 13F (Q3 2026: 40, Q2 2026: 37, Q1 2026: 2). Screen RWL in the grand portfolio →
RWL stock trades by members of Congress
Members of Congress have disclosed 4 RWL trades since 2015, 1 purchase and 3 sales in the past year; the latest was Lou Barletta (R-PA), buying $1K–15K on Jun 3, 2015.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Apr 15, 2016 | Lou BarlettaR-PA · House | Buy | $1K–15K | Jun 3, 2015 | +221.9% |
| Feb 1, 2016 | Lou BarlettaR-PA · House | Sale | $15K–50K | Jan 29, 2016 | +262.1% |
| Feb 1, 2016 | Lou BarlettaR-PA · House | Sale | $1K–15K | Jan 29, 2016 | +262.1% |
| Dec 28, 2015 | Lou BarlettaR-PA · House | Sale | $1K–15K | Dec 28, 2015 | +238.4% |
RWL questions and answers
Are insiders buying RWL stock?
No open-market insider purchases or sales of RWL were filed in the last 90 days.
Which hedge funds own RWL?
79 13F filers hold RWL among their 50 largest positions, worth $1.6B combined. The biggest bets by portfolio weight are Fusion Family Wealth, LLC (14.1%), Tanglewood Legacy Advisors, LLC (12.0%) and Investment Planning Advisors, Inc. (9.8%). In their latest 13Fs, 0 managers opened a new position and 18 added to one.
Has Congress traded RWL?
Members of Congress have disclosed 4 RWL trades since 2015, 1 purchase and 3 sales in the past year; the latest was Lou Barletta (R-PA), buying $1K–15K on Jun 3, 2015.
Who is the largest holder of RWL?
Among 13F filers, Vantagepoint Investment Advisers LLC reports the largest RWL position, $284.7M (2,212,489 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Fusion Family Wealth, LLC's: 14.1% of its portfolio.
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