RUSSELL INVTS EXCHANGE TRADE (RGLO)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
34
Reporting holders
$397.8M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 |
| Integrated Wealth Concepts LLC | $38.4K | 1,181 | 0.00% | new | NEW |
| 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 |
| 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 |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-13 | 13G | Robert W. Baird & Co. Incwith 2 co-filers | 5.6% |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 34 | $397.8M | 12,223,588 | 5 | 13 | 11 | 0.0% |
| Q1 2026 | 31 | $330.4M | 11,400,930 | 6 | 14 | 7 | 0.0% |
| Q4 2025 | 29 | $307.3M | 10,351,571 | 7 | 12 | 3 | 0.0% |
| Q3 2025 | 27 | $279.9M | 9,836,760 | 4 | 8 | 11 | 0.0% |
| Q2 2025 | 23 | $181.0M | 6,828,966 | 23 | 0 | 0 | 0.0% |