Russell Invest GLB Eq-UsdRGLOETF

13F holders, Q1 2026 (March 31)
31holders
6new positions
6sold out
1famous investor
$28.98avg. 13F price*

At the end of Q1 2026, 31 institutions reported holding Russell Invest GLB Eq-Usd Inc. (RGLO) in their 13F filings, unchanged from Q4 2025. 6 opened new positions and 6 sold out. The largest holders were Envestnet Asset Management Inc. ($151.6M), LPL Financial LLC ($77.4M) and Cetera Investment Advisers ($66.5M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions6$3.5M
Exits6$3.3M

All 13F filers, Q4 2025 → Q1 2026: 1,294,182 shares bought and 312,791 shares sold, net +981,391 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 31 holders

Envestnet Asset Management Inc. 0.04% Add +11.7% 5,232,369 $151.6M
LPL Financial LLC 0.02% Add +13.6% 2,671,247 $77.4M
Cetera Investment Advisers 0.07% Add +11.8% 2,294,500 $66.5M
Baird Financial Group, Inc. 0.02% Add +7.2% 453,327 $13.1M
Truist Financial Corp. 0.00% Add +5.2% 121,648 $3.5M
Benjamin Edwards Inc. 0.03% Add +2.8% 117,571 $3.4M
Jane Street Group, LLC 0.00% New 64,333 $1.9M
Bank of New York Mellon Corp 0.00% Add +14.2% 61,479 $1.8M
SigFig Wealth Management, LLC 0.04% Add +3.0% 47,050 $1.4M
Principal Securities, Inc. 0.02% Reduce -34.7% 46,421 $1.3M
AlphaStar Capital Management, LLC 0.08% Add +1.4% 37,312 $1.1M
VestGen Advisors, LLC 0.03% New 33,088 $1.1M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -83.1% 34,921 $1.0M
Sanctuary Advisors, LLC 0.01% Add +38.5% 32,156 $932K
MML Investors Services, LLC 0.00% Reduce -7.7% 29,031 $841K
VestGen Investment Management 0.44% Add +5.1% 27,479 $796K
NewEdge Wealth, LLC 0.01% Reduce -6.9% 18,364 $532K
Commonwealth Equity Services, LLC 0.00% Reduce -1.9% 14,881 $431K
Goldman Sachs Group Inc. 0.00% No change 13,085 $379K
Citadel Advisors 0.00% New 11,654 $338K
Ausdal Financial Partners, Inc. 0.01% Reduce -10.4% 8,986 $260K
World Investment Advisors 0.00% New 7,607 $220K
Lockerman Financial Group, Inc. 0.37% No change 7,135 $207K
US Bancorp \de 0.00% Add +599.4% 5,595 $162K
Harbour Investments, Inc. 0.00% Add +350.3% 4,850 $140K
Rossby Financial, LCC 0.01% Reduce -35.2% 2,464 $72K
IFP Advisors, Inc 0.00% No change 924 $27K
Osaic Holdings, Inc. 0.00% New 701 $20K
Wells Fargo & Company 0.00% No change 355 $10K
Physician Wealth Advisors, Inc. 0.00% No change 40 $1K
Steward Partners Investment Advisory, LLC 0.00% New 2 $58

"% 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.