Russell Invest GLB Eq-UsdRGLOETF
13F holders, Q4 2025 (December 31)31holders +3
8new positions
5sold out
$29.69avg. 13F price*
At the end of Q4 2025, 31 institutions reported holding Russell Invest GLB Eq-Usd Inc. (RGLO) in their 13F filings, up 3 from Q3 2025. 8 opened new positions and 5 sold out. The largest holders were Envestnet Asset Management Inc. ($139.1M), LPL Financial LLC ($69.8M) and Cetera Investment Advisers ($60.9M).
- Company
- Russell Invest GLB Eq-Usd Inc.
- CUSIP
- 78249U308
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.0M |
| Exits | 5 | $1.7M |
All 13F filers, Q3 2025 → Q4 2025: 649,241 shares bought and 86,355 shares sold, net +562,886 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Envestnet Asset Management Inc. | 0.04% | Add +0.8% | 4,685,569 | $139.1M |
| LPL Financial LLC | 0.02% | Add +6.0% | 2,351,832 | $69.8M |
| Cetera Investment Advisers | 0.07% | Add +6.2% | 2,051,857 | $60.9M |
| Baird Financial Group, Inc. | 0.02% | Reduce -0.1% | 422,983 | $12.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +710.3% | 206,895 | $6.1M |
| Truist Financial Corp. | 0.00% | Add +9.3% | 115,688 | $3.4M |
| Benjamin Edwards Inc. | 0.04% | Add +0.2% | 114,321 | $3.4M |
| Principal Securities, Inc. | 0.03% | Reduce -26.9% | 71,114 | $2.1M |
| Bank of New York Mellon Corp | 0.00% | Add +23.1% | 53,824 | $1.6M |
| Virtu Financial LLC | 0.06% | New | 48,075 | $1.4M |
| SigFig Wealth Management, LLC | 0.04% | New | 45,693 | $1.4M |
| AlphaStar Capital Management, LLC | 0.08% | Add +0.5% | 36,784 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +8.7% | 31,437 | $933K |
| VestGen Investment Management | 0.43% | Reduce -0.5% | 26,148 | $776K |
| Sanctuary Advisors, LLC | 0.00% | Add +90.5% | 23,210 | $689K |
| NewEdge Wealth, LLC | 0.01% | Reduce -2.0% | 19,719 | $585K |
| Flow Traders U.S. LLC | 0.02% | No change | 19,538 | $580K |
| Susquehanna International Group, LLP | 0.00% | Add +61.7% | 17,421 | $517K |
| Commonwealth Equity Services, LLC | 0.00% | New | 15,171 | $450K |
| Garden State Investment Advisory Services LLC | 0.10% | Add +28.6% | 14,841 | $441K |
| Goldman Sachs Group Inc. | 0.00% | New | 13,085 | $388K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 10,030 | $298K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.6% | 9,582 | $284K |
| Lockerman Financial Group, Inc. | 0.41% | Add +0.0% | 7,135 | $212K |
| Rossby Financial, LCC | 0.04% | Add +184.0% | 3,803 | $113K |
| Harbour Investments, Inc. | 0.00% | No change | 1,077 | $32K |
| IFP Advisors, Inc | 0.00% | No change | 924 | $27K |
| US Bancorp \de | 0.00% | New | 800 | $24K |
| Wells Fargo & Company | 0.00% | New | 355 | $11K |
| Royal Bank of Canada | 0.00% | New | 233 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -71.6% | 40 | $1K |
"% 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.