GLOBAL X FDS (RYLD)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
162
Reporting holders
$409.0M
Reported value
1.0%
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $64.8M | 4,055,219 | 0.01% | 22q | +10.7%+$6.3M |
| BANK OF AMERICA CORP /DE/ | $54.5M | 3,406,123 | 0.00% | 20q | +3.9%+$2.0M |
| MORGAN STANLEY | $44.7M | 2,792,826 | 0.00% | 19q | +7.2%+$3.0M |
| AMERIPRISE FINANCIAL INC | $24.3M | 1,522,007 | 0.00% | 13q | -41.3%-$17.1M |
| WELLS FARGO & COMPANY/MN | $16.7M | 1,047,441 | 0.00% | 17q | -48.0%-$15.4M |
| Cetera Investment Advisers | $15.3M | 959,054 | 0.01% | 18q | +57.7%+$5.6M |
| HUB Investment Partners, LLC | $15.1M | 942,833 | 0.27% | 13q | +4.6%+$666.5K |
| AlphaStar Capital Management, LLC | $10.7M | 666,942 | 0.68% | 13q | +3.1%+$318.2K |
| UBS Group AG | $10.4M | 648,016 | 0.00% | 18q | -4.2%-$459.2K |
| Brookstone Capital Management | $9.7M | 605,928 | 0.10% | 19q | +3.1%+$290.5K |
| ROYAL BANK OF CANADA | $9.2M | 576,239 | 0.00% | 20q | +3.6%+$320.4K |
| RAYMOND JAMES FINANCIAL INC | $9.2M | 575,147 | 0.00% | 7q | +5.8%+$503.3K |
| Thrive Capital Management, LLC | $8.1M | 505,492 | 1.52% | 5q | +7.4%+$558.8K |
| Proficio Capital Partners LLC | $7.4M | 462,895 | 0.27% | new | NEW |
| Venture Visionary Partners LLC | $5.5M | 343,597 | 0.15% | 9q | +3.7%+$194.5K |
| Baird Financial Group, Inc. | $5.1M | 317,117 | 0.01% | 20q | +30.0%+$1.2M |
| OSAIC HOLDINGS, INC. | $5.0M | 315,581 | 0.01% | 26q | -15.0%-$889.6K |
| ENVESTNET ASSET MANAGEMENT INC | $4.6M | 284,702 | 0.00% | 24q | -6.0%-$290.5K |
| PRINCIPAL SECURITIES, INC. | $3.7M | 231,075 | 0.04% | 3q | -47.3%-$3.3M |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3.5M | 220,997 | 0.21% | 11q | +26.4%+$738.0K |
| AE Wealth Management LLC | $3.3M | 203,550 | 0.02% | 7q | -2.6%-$86.9K |
| CITADEL ADVISORS LLC | $2.9M | 61,258 | 0.00% | 8q | +213.7%+$1.9M |
| NewEdge Advisors, LLC | $2.7M | 171,262 | 0.01% | 15q | -7.7%-$229.3K |
| CreativeOne Wealth, LLC | $2.6M | 161,465 | 0.06% | 12q | +16.2%+$360.0K |
| Mesirow Financial Investment Management, Inc. | $2.5M | 158,466 | 0.04% | 11q | +3.0%+$74.4K |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $2.4M | 148,124 | 1.15% | 5q | +7.7%+$168.4K |
| RFG Advisory, LLC | $2.3M | 144,012 | 0.04% | 8q | +1.2%+$26.4K |
| Institute for Wealth Management, LLC. | $2.3M | 143,819 | 0.20% | 14q | -0.9%-$20.0K |
| Palacios Wealth Management, LLC | $2.2M | 137,782 | 1.30% | 7q | -14.8%-$382.3K |
| NFSG Corp | $2.2M | 135,883 | 0.27% | 18q | -1.1%-$24.0K |
| Kestra Advisory Services, LLC | $2.1M | 129,163 | 0.01% | 22q | -13.1%-$312.7K |
| J.W. COLE ADVISORS, INC. | $2.1M | 128,847 | 0.04% | 18q | +1.1%+$22.4K |
| Apella Capital, LLC | $2.0M | 123,263 | 0.03% | 2q | -3.1%-$63.1K |
| Rockefeller Capital Management L.P. | $1.9M | 120,681 | 0.00% | 19q | +21.9%+$347.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 112,543 | 0.00% | 7q | -2.7%-$50.4K |
| Formidable Asset Management, LLC | $1.6M | 105,494 | 0.25% | 8q | -6.3%-$106.4K |
| OneAscent Family Office, LLC | $1.4M | 86,866 | 0.70% | 4q | +40.2%+$398.4K |
| Astra Wealth Partners LLC | $1.3M | options only | 0.72% | 6q | OPTIONS |
| STIFEL FINANCIAL CORP | $1.3M | 82,485 | 0.00% | 15q | -8.2%-$118.4K |
| Garner Asset Management Corp | $1.3M | 80,619 | 0.42% | 10q | +15.0%+$168.6K |
| Triumph Capital Management | $1.3M | 79,978 | 0.23% | 12q | +3.5%+$43.7K |
| High Net Worth Advisory Group LLC | $1.1M | 71,726 | 0.24% | 19q | +1.6%+$18.2K |
| RiverFront Investment Group, LLC | $1.1M | 67,845 | 0.01% | 10q | +13.3%+$127.0K |
| Solutions 4 Wealth, Ltd | $1.0M | 63,461 | 1.31% | 11q | +2.9%+$28.8K |
| NWF Advisory Services Inc. | $923.9K | 57,780 | 0.09% | 6q | -5.1%-$49.6K |
| Resurgent Financial Advisors LLC | $882.3K | 55,176 | 0.25% | 4q | +6.8%+$56.3K |
| Dynamic Advisor Solutions LLC | $880.8K | 55,087 | 0.02% | 9q | +21.1%+$153.5K |
| Fiduciary Alliance LLC | $865.4K | 54,123 | 0.06% | 4q | +6.0%+$49.2K |
| JANE STREET GROUP, LLC | $865.1K | options only | 0.00% | 6q | OPTIONS |
| Oakmont Advisory Group, LLC | $857.6K | 53,634 | 0.72% | 3q | +8.4%+$66.8K |
| Stratos Wealth Partners, LTD. | $830.5K | 51,938 | 0.01% | 7q | -34.8%-$443.4K |
| MML INVESTORS SERVICES, LLC | $803.0K | 50,221 | 0.00% | 7q | +13.8%+$97.5K |
| Abel Hall, LLC | $783.5K | 49,000 | 0.14% | 8q | HELD |
| Corient Private Wealth LP | $770.2K | 48,169 | 0.00% | 5q | +98.8%+$382.9K |
| SageGuard Financial Group, LLC | $762.7K | 47,698 | 0.11% | 3q | -23.3%-$231.2K |
| Trilogy Capital Inc. | $759.5K | 47,501 | 0.03% | 9q | -10.2%-$86.5K |
| PMG Family Office LLC | $686.2K | 42,914 | 0.63% | 4q | +3.0%+$19.7K |
| PFG Investments, LLC | $678.7K | 42,442 | 0.03% | 14q | HELD |
| Arete Wealth Advisors, LLC | $655.7K | 41,005 | 0.01% | new | NEW |
| FOCUSED ALPHA, LLC | $627.0K | 39,214 | 0.16% | 3q | +67.1%+$251.8K |
| Kovack Advisors, Inc. | $620.4K | 38,839 | 0.03% | 9q | +3.9%+$23.1K |
| MILESTONE ASSET MANAGEMENT, LLC | $613.3K | 38,353 | 0.10% | new | NEW |
| Equitable Holdings, Inc. | $605.5K | 37,867 | 0.00% | 5q | -22.4%-$175.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $603.5K | 37,740 | 0.00% | 23q | -9.4%-$62.4K |
| Wealthfront Advisers LLC | $586.0K | 36,645 | 0.00% | 10q | +12.6%+$65.8K |
| Comprehensive Money Management Services LLC | $574.4K | 35,924 | 0.36% | 7q | -7.0%-$43.2K |
| Koshinski Asset Management, Inc. | $574.1K | 35,905 | 0.03% | 10q | -3.3%-$19.4K |
| SBI Securities Co., Ltd. | $561.1K | 35,093 | 0.01% | 7q | -7.0%-$42.0K |
| Concurrent Investment Advisors, LLC | $551.9K | 34,513 | 0.00% | 6q | +9.5%+$48.0K |
| Focus Partners Advisor Solutions, LLC | $527.9K | 33,016 | 0.00% | 2q | HELD |
| Independent Advisor Alliance | $525.7K | 32,877 | 0.01% | 7q | -36.1%-$297.4K |
| Ameritas Advisory Services, LLC | $490.4K | 30,669 | 0.01% | 10q | +19.9%+$81.4K |
| QP WEALTH MANAGEMENT, LLC | $484.2K | 30,279 | 0.69% | 10q | -1.5%-$7.5K |
| Regal Investment Advisors LLC | $480.5K | 30,053 | 0.02% | 2q | +2.0%+$9.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | $464.2K | 29,024 | 0.01% | 6q | +51.8%+$158.3K |
| BANK OF MONTREAL /CAN/ | $439.7K | 27,497 | 0.00% | 15q | +14.6%+$56.0K |
| Sigma Planning Corp | $437.2K | 27,345 | 0.01% | 19q | -9.9%-$48.0K |
| Copley Financial Group, Inc. | $406.0K | 25,389 | 0.25% | 4q | +41.1%+$118.2K |
| Mutual Advisors, LLC | $405.7K | 25,375 | 0.01% | 4q | +19.8%+$67.2K |
| SALEM INVESTMENT COUNSELORS INC | $403.7K | 25,250 | 0.01% | 2q | +480.5%+$334.2K |
| Valeo Financial Advisors, LLC | $386.2K | 24,152 | 0.01% | 7q | HELD |
| NOTTINGHAM ADVISORS, INC. | $381.7K | 23,901 | 0.05% | 2q | HELD |
| CERTIOR FINANCIAL GROUP, LLC | $368.2K | 23,029 | 0.20% | 4q | -11.4%-$47.4K |
| Foundations Investment Advisors, LLC | $362.0K | 22,641 | 0.00% | 15q | -9.8%-$39.4K |
| XML Financial, LLC | $354.2K | 22,150 | 0.03% | 6q | -11.9%-$48.0K |
| First Heartland Consultants, Inc. | $349.7K | 21,872 | 0.02% | 10q | +0.7%+$2.5K |
| Atlantic Private Wealth, LLC | $334.9K | 20,947 | 0.21% | 4q | HELD |
| Mariner, LLC | $331.2K | 20,712 | 0.00% | new | NEW |
| Founders Financial Alliance, LLC | $330.6K | 20,677 | 0.04% | 20q | +6.9%+$21.2K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $323.5K | 20,234 | 0.01% | 6q | +3.5%+$11.0K |
| Perennial Investment Advisors, LLC | $318.8K | 19,935 | 0.02% | 7q | +3.1%+$9.5K |
| Capital CS Group, LLC | $312.7K | 19,556 | 0.25% | 5q | +0.7%+$2.2K |
| Arax Advisory Partners | $306.1K | 19,145 | 0.00% | 3q | +3.1%+$9.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | $285.4K | 17,849 | 0.01% | 6q | -5.3%-$16.0K |
| B. Riley Wealth Advisors, Inc. | $266.2K | 16,711 | 0.01% | 5q | +10.2%+$24.5K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $259.0K | 16,200 | 0.00% | 2q | HELD |
| D.A. DAVIDSON & CO. | $255.1K | 15,952 | 0.00% | 7q | HELD |
| KINGSWOOD WEALTH ADVISORS, LLC | $249.0K | 15,573 | 0.01% | 8q | +23.4%+$47.2K |
| Stablepoint Partners, LLC | $248.1K | 15,518 | 0.03% | 5q | +2.7%+$6.5K |
| Y-Intercept (Hong Kong) Ltd | $246.9K | 15,442 | 0.00% | new | NEW |
Showing the largest 100 of 168 reported holders.
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 | 162 | $409.0M | 25,330,607 | 18 | 71 | 45 | 1.0% |
| Q1 2026 | 165 | $387.2M | 25,711,144 | 22 | 67 | 41 | 0.7% |
| Q4 2025 | 160 | $324.2M | 21,147,904 | 13 | 55 | 58 | 0.3% |
| Q3 2025 | 161 | $324.5M | 21,489,621 | 21 | 57 | 56 | 0.5% |
| Q2 2025 | 148 | $322.7M | 21,399,637 | 18 | 64 | 47 | 1.1% |
| Q1 2025 | 146 | $325.2M | 21,382,320 | 24 | 57 | 43 | 0.7% |
| Q4 2024 | 133 | $334.1M | 20,423,471 | 19 | 53 | 38 | 0.1% |
| Q3 2024 | 122 | $319.5M | 19,718,641 | 16 | 59 | 29 | 0.3% |
| Q2 2024 | 120 | $278.3M | 17,346,778 | 14 | 45 | 39 | 0.0% |
| Q1 2024 | 124 | $342.9M | 20,237,829 | 16 | 55 | 33 | 0.2% |
| Q4 2023 | 123 | $333.1M | 19,667,162 | 12 | 45 | 35 | 0.3% |
| Q3 2023 | 120 | $320.4M | 18,648,899 | 15 | 57 | 26 | 0.8% |
| Q2 2023 | 122 | $321.5M | 17,702,234 | 21 | 48 | 35 | 0.3% |
| Q1 2023 | 111 | $245.0M | 13,507,355 | 14 | 58 | 23 | 0.5% |
| Q4 2022 | 98 | $236.1M | 12,413,946 | 23 | 36 | 22 | 1.1% |
| Q3 2022 | 104 | $207.3M | 11,026,102 | 16 | 52 | 19 | 1.4% |
| Q2 2022 | 105 | $203.5M | 9,699,316 | 22 | 55 | 16 | 1.7% |
| Q1 2022 | 93 | $199.8M | 8,268,912 | 40 | 39 | 6 | 1.4% |
| Q4 2021 | 62 | $95.9M | 3,932,884 | 21 | 27 | 6 | 0.0% |
| Q3 2021 | 46 | $48.4M | 1,944,163 | 16 | 26 | 0 | 0.0% |
| Q2 2021 | 33 | $26.3M | 1,029,718 | 12 | 12 | 5 | 0.0% |
| Q1 2021 | 20 | $15.2M | 626,053 | 7 | 8 | 3 | 0.0% |
| Q4 2020 | 17 | $9.9M | 437,968 | 6 | 7 | 0 | 0.0% |
| Q3 2020 | 9 | $5.8M | 280,885 | 2 | 5 | 2 | 0.0% |
| Q2 2020 | 9 | $5.2M | 266,391 | 3 | 5 | 1 | 0.0% |
| Q1 2020 | 9 | $3.8M | 225,528 | 4 | 4 | 0 | 0.0% |
| Q4 2019 | 7 | $3.3M | 128,761 | 3 | 3 | 0 | 0.0% |
| Q3 2019 | 5 | $1.9M | 77,014 | 4 | 0 | 0 | 0.0% |
| Q2 2019 | 2 | $1.5M | 58,553 | 2 | 0 | 0 | 0.0% |