Russell Invest GLB Eq-UsdRGLOETF

13F holders, Q3 2025 (September 30)
28holders +4
5new positions
0sold out
1famous investor
$28.45avg. 13F price*

At the end of Q3 2025, 28 institutions reported holding Russell Invest GLB Eq-Usd Inc. (RGLO) in their 13F filings, up 4 from Q2 2025. 5 opened new positions and 0 sold out. The largest holders were Envestnet Asset Management Inc. ($132.3M), LPL Financial LLC ($63.1M) and Cetera Investment Advisers ($54.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Russell Invest GLB Eq-Usd Inc.
CUSIP
78249U308
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q2 2025: 24Q2 2025Q3 2025: 28Q3 2025Q4 2025: 31Q4 2025Q1 2026: 31Q1 2026Q2 2026: 34Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions5$1.2M
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 3,144,185 shares bought and 128,996 shares sold, net +3,015,189 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 28 holders

Envestnet Asset Management Inc. 0.04% Add +58.5% 4,650,202 $132.3M
LPL Financial LLC 0.02% Add +13.3% 2,219,548 $63.1M
Cetera Investment Advisers 0.06% Add +119.3% 1,931,446 $54.9M
Baird Financial Group, Inc. 0.02% Reduce -3.5% 423,289 $12.0M
Benjamin Edwards Inc. 0.04% Add +5.6% 114,055 $3.2M
Truist Financial Corp. 0.00% Reduce -1.9% 105,886 $3.0M
Principal Securities, Inc. 0.05% Add +188.7% 97,242 $2.8M
Bank of New York Mellon Corp 0.00% Reduce -0.8% 43,712 $1.2M
Jane Street Group, LLC 0.00% Reduce -31.3% 42,341 $1.2M
AlphaStar Capital Management, LLC 0.09% Add +0.9% 36,603 $1.0M
MML Investors Services, LLC 0.00% Reduce -17.2% 28,916 $823K
VestGen Investment Management 0.45% Add +8.1% 26,274 $747K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -38.7% 25,533 $726K
NewEdge Wealth, LLC 0.01% Reduce -3.3% 20,114 $582K
Flow Traders U.S. LLC 0.02% New 19,538 $556K
Sanctuary Advisors, LLC 0.00% Reduce -0.2% 12,185 $347K
Garden State Investment Advisory Services LLC 0.08% Add +0.6% 11,544 $328K
Susquehanna International Group, LLP 0.00% Reduce -85.8% 10,775 $307K
J.W. Cole Advisors, Inc. 0.01% Reduce -0.2% 9,522 $271K
GTS Securities LLC 0.01% New 7,551 $215K
Citadel Advisors 0.00% New 7,499 $213K
Lockerman Financial Group, Inc. 0.26% New 7,134 $203K
UBS Group AG 0.00% Reduce -16.6% 1,568 $45K
Rossby Financial, LCC 0.01% New 1,339 $38K
Harbour Investments, Inc. 0.00% No change 1,077 $31K
IFP Advisors, Inc 0.00% No change 924 $26K
Osaic Holdings, Inc. 0.00% Reduce -88.1% 340 $9K
Physician Wealth Advisors, Inc. 0.00% Reduce -89.1% 141 $4K

"% of holder's portfolio" is RGLO's weight in each manager's 13F, not the share of Russell Invest GLB Eq-Usd Inc. the manager owns.