DaveManuel.com · Institutional Ownership · Who Owns It
RUSSELL INVTS EXCHANGE TRADE (RGLO)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
34
Reporting holders
$397.7M
Reported value
0.0%
Calls
0.0%
Puts
+2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $181.2M | 5,569,114 | 0.04% | 5q | +6.4%+$11.0M |
| LPL Financial LLC | $90.3M | 2,774,446 | 0.02% | 5q | +3.9%+$3.4M |
| Cetera Investment Advisers | $79.2M | 2,433,988 | 0.07% | 5q | +6.1%+$4.5M |
| Baird Financial Group, Inc. | $19.0M | 585,358 | 0.03% | 5q | +29.1%+$4.3M |
| TRUIST FINANCIAL CORP | $4.0M | 121,894 | 0.00% | 5q | HELD |
| JANE STREET GROUP, LLC | $3.8M | 117,518 | 0.00% | 2q | +82.7%+$1.7M |
| BENJAMIN EDWARDS INC | $3.7M | 113,758 | 0.03% | 5q | -3.2%-$124.1K |
| Bank of New York Mellon Corp | $2.4M | 74,582 | 0.00% | 5q | +21.3%+$426.4K |
| CITADEL ADVISORS LLC | $1.6M | 49,081 | 0.00% | 2q | +321.2%+$1.2M |
| Sanctuary Advisors, LLC | $1.5M | 45,508 | 0.01% | 5q | +41.5%+$434.5K |
| SigFig Wealth Management, LLC | $1.5M | 45,583 | 0.04% | 3q | -3.1%-$47.4K |
| PRINCIPAL SECURITIES, INC. | $1.4M | 41,831 | 0.02% | 5q | -9.9%-$149.4K |
| Envestnet Portfolio Solutions, Inc. | $1.2M | 37,575 | 0.01% | 5q | +7.6%+$86.4K |
| AlphaStar Capital Management, LLC | $1.2M | 37,026 | 0.08% | 5q | -0.8%-$9.3K |
| VestGen Advisors, LLC | $1.1M | 32,630 | 0.03% | 2q | -1.4%-$14.9K |
| VestGen Investment Management | $880.7K | 27,061 | 0.47% | 5q | -1.5%-$13.6K |
| MML INVESTORS SERVICES, LLC | $685.1K | 21,051 | 0.00% | 5q | -27.5%-$259.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $477.0K | 14,657 | 0.00% | 3q | -1.5%-$7.3K |
| GOLDMAN SACHS GROUP INC | $425.8K | 13,085 | 0.00% | 3q | HELD |
| NewEdge Wealth, LLC | $403.1K | 12,386 | 0.00% | 5q | -32.6%-$194.5K |
| Concorde Asset Management, LLC | $363.2K | 11,161 | 0.21% | new | NEW |
| World Investment Advisors | $304.6K | 9,390 | 0.01% | 2q | +23.4%+$57.8K |
| US BANCORP \DE\ | $252.0K | 7,745 | 0.00% | 3q | +38.4%+$70.0K |
| Ausdal Financial Partners, Inc. | $247.6K | 7,608 | 0.01% | 3q | -15.3%-$44.8K |
| Garden State Investment Advisory Services LLC | $212.3K | 6,525 | 0.04% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $157.3K | 4,833 | 0.00% | 5q | HELD |
| OSAIC HOLDINGS, INC. | $124.7K | 3,832 | 0.00% | 2q | +446.6%+$101.9K |
| Rossby Financial, LCC | $52.7K | 1,619 | 0.01% | 4q | -34.3%-$27.5K |
| IFP Advisors, Inc | $30.1K | 924 | 0.00% | 5q | HELD |
| Arax Advisory Partners | $10.6K | 327 | 0.00% | new | NEW |
| UBS Group AG | $6.0K | 183 | 0.00% | new | NEW |
| BFC Planning, Inc. | $3.3K | 101 | 0.00% | 5q | HELD |
| Steward Partners Investment Advisory, LLC | $2.9K | 88 | 0.00% | 2q | +4300.0%+$2.8K |
| Physician Wealth Advisors, Inc. | $1.3K | 40 | 0.00% | 5q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 6 | $3.0M | 91,460 | 1 | 1 | 1 | 0.0% |
| Q2 2026 | 34 | $397.7M | 12,222,508 | 4 | 13 | 11 | 0.0% |
| Q1 2026 | 32 | $330.4M | 11,400,676 | 6 | 13 | 7 | 0.0% |
| Q4 2025 | 32 | $309.3M | 10,419,285 | 8 | 13 | 3 | 0.0% |
| Q3 2025 | 29 | $280.4M | 9,856,398 | 5 | 8 | 11 | 0.0% |
| Q2 2025 | 25 | $182.0M | 6,863,982 | 25 | 0 | 0 | 0.0% |