RUSSELL INVTS EXCHANGE TRADE (RIFR)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
20
Reporting holders
$63.8M
Reported value
0.0%
Calls
0.0%
Puts
+3
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 | $32.6M | 1,146,012 | 0.00% | 5q | +114.9%+$17.5M |
| Arkadios Wealth Advisors | $12.2M | 426,512 | 0.18% | 3q | +23.0%+$2.3M |
| LPL Financial LLC | $8.1M | 284,228 | 0.00% | 5q | +4.1%+$316.2K |
| Cetera Investment Advisers | $6.1M | 215,792 | 0.01% | 5q | +10.0%+$561.0K |
| Baird Financial Group, Inc. | $1.7M | 60,491 | 0.00% | 5q | +31.8%+$415.7K |
| JANE STREET GROUP, LLC | $715.0K | 25,097 | 0.00% | 3q | +31.6%+$171.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $655.0K | 22,992 | 0.00% | 5q | +50.7%+$220.3K |
| ROTHSCHILD INVESTMENT LLC | $579.3K | 20,335 | 0.02% | 3q | -7.5%-$47.0K |
| TRUIST FINANCIAL CORP | $353.4K | 12,406 | 0.00% | 5q | +3.0%+$10.2K |
| BENJAMIN EDWARDS INC | $338.4K | 11,880 | 0.00% | 5q | -3.2%-$11.3K |
| Bank of New York Mellon Corp | $208.3K | 7,313 | 0.00% | new | NEW |
| MORGAN STANLEY | $133.9K | 4,700 | 0.00% | new | NEW |
| US BANCORP \DE\ | $14.8K | 519 | 0.00% | 3q | +80.2%+$6.6K |
| HARBOUR INVESTMENTS, INC. | $14.4K | 505 | 0.00% | 5q | -2.9% |
| OSAIC HOLDINGS, INC. | $9.6K | 338 | 0.00% | new | NEW |
| Rossby Financial, LCC | $4.1K | 145 | 0.00% | 3q | -36.1%-$2.3K |
| Integrated Wealth Concepts LLC | $3.1K | 110 | 0.00% | new | NEW |
| IFP Advisors, Inc | $2.4K | 83 | 0.00% | 5q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $370 | 13 | 0.00% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $228 | 8 | 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 20 | $63.8M | 2,239,479 | 5 | 9 | 4 | 0.0% |
| Q1 2026 | 17 | $41.6M | 1,486,165 | 2 | 13 | 0 | 0.0% |
| Q4 2025 | 17 | $33.0M | 1,277,917 | 8 | 6 | 1 | 0.0% |
| Q3 2025 | 12 | $25.0M | 962,523 | 1 | 5 | 4 | 0.0% |
| Q2 2025 | 14 | $18.2M | 723,014 | 14 | 0 | 0 | 0.0% |