Vault-13

RUSSELL INVTS EXCHANGE TRADE RGLO

GLOBAL EQUITY ET · ETP · CUSIP 78249U308

35 institutional holders +4 vs Q1 2026
12,230,72312.2m shares reported held*
$398.0mreported value*
5 new 14 added 12 reduced 1 sold out net bought ≈ $27.0m (+830.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $32.54.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q2 25: 25Q3 25: 28Q4 25: 31Q1 26: 31Q2 26: 3535Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q2 202525
Q3 202528
Q4 202531
Q1 202631
Q2 202635

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 25: 13 bought or addedQ3 25: 13 cut or sold outQ3 25Q4 25: 23 bought or addedQ4 25: 10 cut or sold outQ4 25Q1 26: 19 bought or addedQ1 26: 13 cut or sold outQ1 26Q2 26: 19 bought or addedQ2 26: 13 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20251313
Q4 20252310
Q1 20261913
Q2 20261913

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +336,745+336.7k
Cetera Investment Advisers Added +139,488+139.5k
Baird Financial Group, Inc. Added +132,031+132.0k
LPL Financial LLC Added +103,199+103.2k
JANE STREET GROUP, LLC Added +53,185+53.2k
CITADEL ADVISORS LLC Added +37,427+37.4k
Sanctuary Advisors, LLC Added +13,352+13.4k
Bank of New York Mellon Corp Added +13,103+13.1k
Concorde Asset Management, LLC New +11,161+11.2k
Garden State Investment Advisory Services LLC New +6,525+6.5k

Biggest sellers

MML INVESTORS SERVICES, LLC Reduced -7,980-8.0k
NewEdge Wealth, LLC Reduced -5,978-6.0k
PRINCIPAL SECURITIES, INC. Reduced -4,590-4.6k
BENJAMIN EDWARDS INC Reduced -3,813-3.8k
SigFig Wealth Management, LLC Reduced -1,467-1.5k
Ausdal Financial Partners, Inc. Reduced -1,378-1.4k
Rossby Financial, LCC Reduced -845-845
VestGen Advisors, LLC Reduced -458-458
VestGen Investment Management Reduced -418-418
WELLS FARGO & COMPANY/MN Sold out -355-355

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Robert W. Baird & Co. Inc 13G · institution +0.8 pts · filed 2026-08-13 5.6% +0.8 pts 585.4k≈ $19.0m 2026-08-13

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 5,569,1145.6m $181.2m $181.2m 0.04% Added +336.7k +336,745
2 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 2,774,4462.8m $90.3m $90.3m 0.02% Added +103.2k +103,199
3 Cetera Investment Advisers 0.07% of their portfolio SCHAUMBURG, IL 2,433,9882.4m $79.2m $79.2m 0.07% Added +139.5k +139,488
4 Baird Financial Group, Inc. 0.03% of their portfolio MILWAUKEE, WI 585,358585.4k $19.0m $19.0m 0.03% Added +132.0k +132,031
5 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 121,894121.9k $4.0m $4.0m 0.00% Added +246 +246
6 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 117,518117.5k $3.8m $3.8m 0.00% Added +53.2k +53,185
7 BENJAMIN EDWARDS INC 0.03% of their portfolio Clayton, MO 113,758113.8k $3.7m $3.7m 0.03% Reduced -3.8k -3,813
8 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 74,58274.6k $2.4m $2.4m 0.00% Added +13.1k +13,103
9 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 49,08149.1k $1.6m $1.6m 0.00% Added +37.4k +37,427
10 SigFig Wealth Management, LLC 0.04% of their portfolio SAN FRANCISCO, CA 45,58345.6k $1.5m $1.5m 0.04% Reduced -1.5k -1,467
11 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 45,50845.5k $1.5m $1.5m 0.01% Added +13.4k +13,352
12 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 41,83141.8k $1.4m $1.4m 0.02% Reduced -4.6k -4,590
13 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 37,57537.6k $1.2m $1.2m 0.01% Added +2.7k +2,654
14 AlphaStar Capital Management, LLC 0.08% of their portfolio CORNELIUS, NC 37,02637.0k $1.2m $1.2m 0.08% Reduced -286 -286
15 VestGen Advisors, LLC 0.03% of their portfolio CHICAGO, IL 32,63032.6k $1.1m $1.1m 0.03% Reduced -458 -458
16 VestGen Investment Management 0.47% of their portfolio EGG HARBOR TOWNSHIP, NJ 27,06127.1k $880.7k $880.7k 0.47% Reduced -418 -418
17 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 21,05121.1k $685.1k $685.1k 0.00% Reduced -8.0k -7,980
18 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 14,65714.7k $477.0k $477.0k 0.00% Reduced -224 -224
19 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 13,08513.1k $425.8k $425.8k 0.00% Unchanged
20 NewEdge Wealth, LLC 0.00% of their portfolio STAMFORD, CT 12,38612.4k $403.1k $403.1k 0.00% Reduced -6.0k -5,978
21 Concorde Asset Management, LLC 0.21% of their portfolio ANN ARBOR, MI 11,16111.2k $363.2k $363.2k 0.21% New
22 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 9,3909.4k $304.6k $304.6k 0.01% Added +1.8k +1,783
23 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 7,7457.7k $252.0k $252.0k 0.00% Added +2.1k +2,150
24 Ausdal Financial Partners, Inc. 0.01% of their portfolio Davenport, IA 7,6087.6k $247.6k $247.6k 0.01% Reduced -1.4k -1,378
25 LOCKERMAN FINANCIAL GROUP, INC. 0.35% of their portfolio NEWPORT BEACH, CA 7,1357.1k $232.2k $232.2k 0.35% Unchanged
26 Garden State Investment Advisory Services LLC 0.04% of their portfolio Red Bank, NJ 6,5256.5k $212.3k $212.3k 0.04% New
27 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 4,8334.8k $157.3k $157.3k 0.00% Reduced -17 -17
28 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 3,8323.8k $124.7k $124.7k 0.00% Added +3.1k +3,131
29 Rossby Financial, LCC 0.01% of their portfolio MELBOURNE, FL 1,6191.6k $52.7k $52.7k 0.01% Reduced -845 -845
30 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1,1811.2k $38.4k $38.4k 0.00% New
31 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 924924 $30.1k $30.1k 0.00% Unchanged
32 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 327327 $10.6k $10.6k 0.00% New
33 UBS Group AG 0.00% of their portfolio ZURICH, V8 183183 $6.0k $6.0k 0.00% New
34 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 8888 $2.9k $2.9k 0.00% Added +86 +86
35 Physician Wealth Advisors, Inc. 0.00% of their portfolio MIDVALE, UT 4040 $1.3k $1.3k 0.00% Unchanged