DaveManuel.com · Institutional Ownership · Who Owns It
RUSSELL INVTS EXCHANGE TRADE (RUSC)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
24
Reporting holders
$90.7M
Reported value
0.0%
Calls
0.0%
Puts
+5
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 | $31.4M | 803,473 | 0.01% | 5q | +4.5%+$1.4M |
| LPL Financial LLC | $16.0M | 409,200 | 0.00% | 5q | +2.8%+$442.2K |
| Arkadios Wealth Advisors | $15.7M | 401,700 | 0.24% | new | NEW |
| Cetera Investment Advisers | $11.8M | 301,058 | 0.01% | 5q | +5.5%+$610.0K |
| ANCHOR CAPITAL ADVISORS LLC | $8.2M | 209,868 | 0.12% | 4q | +97.5%+$4.0M |
| Baird Financial Group, Inc. | $3.3M | 84,950 | 0.00% | 5q | +25.8%+$681.1K |
| Ankerstar Wealth, LLC | $929.1K | 23,796 | 0.78% | 3q | -0.6%-$5.6K |
| TRUIST FINANCIAL CORP | $699.2K | 17,907 | 0.00% | 5q | -0.9%-$6.2K |
| BENJAMIN EDWARDS INC | $607.4K | 15,558 | 0.01% | 5q | -3.3%-$20.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $432.5K | 11,078 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $421.2K | 10,789 | 0.00% | 3q | +20.8%+$72.7K |
| Sanctuary Advisors, LLC | $265.9K | 6,810 | 0.00% | new | NEW |
| SigFig Wealth Management, LLC | $250.3K | 6,443 | 0.01% | 3q | -3.4%-$8.8K |
| PRINCIPAL SECURITIES, INC. | $239.9K | 6,145 | 0.00% | 5q | -10.7%-$28.6K |
| Envestnet Portfolio Solutions, Inc. | $218.8K | 5,605 | 0.00% | new | NEW |
| AlphaStar Capital Management, LLC | $213.1K | 5,459 | 0.01% | new | NEW |
| US BANCORP \DE\ | $53.2K | 1,363 | 0.00% | 3q | +27.4%+$11.4K |
| HARBOUR INVESTMENTS, INC. | $26.7K | 684 | 0.00% | 5q | -0.9% |
| OSAIC HOLDINGS, INC. | $16.8K | 430 | 0.00% | new | NEW |
| Rossby Financial, LCC | $9.6K | 245 | 0.00% | 3q | -35.9%-$5.3K |
| IFP Advisors, Inc | $5.9K | 152 | 0.00% | 5q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $937 | 24 | 0.00% | 2q | HELD |
| BFC Planning, Inc. | $627 | 16 | 0.00% | 5q | HELD |
| Steward Partners Investment Advisory, LLC | $547 | 14 | 0.00% | new | NEW |
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 | 3 | $243.6K | 6,724 | 1 | 1 | 0 | 0.0% |
| Q2 2026 | 24 | $90.7M | 2,322,767 | 7 | 7 | 7 | 0.0% |
| Q1 2026 | 19 | $54.7M | 1,708,863 | 2 | 11 | 1 | 0.0% |
| Q4 2025 | 19 | $49.2M | 1,581,200 | 7 | 4 | 2 | 0.0% |
| Q3 2025 | 14 | $45.8M | 1,505,050 | 2 | 5 | 4 | 0.0% |
| Q2 2025 | 13 | $27.7M | 1,003,232 | 13 | 0 | 0 | 0.0% |
