Global X Russell 2000 Cov ClassRYLDETF

13F holders, Q1 2024 (March 31)
136holders
1famous investor
$16.90avg. 13F price*

At the end of Q1 2024, 136 institutions reported holding Global X Russell 2000 Cov Class (RYLD) in their 13F filings. The largest holders were Morgan Stanley ($39.6M), LPL Financial LLC ($33.9M) and Bank of America Corp. ($30.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Global X Russell 2000 Cov Class
CUSIP
37954Y459
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 136Q1 2024Q2 2024: 135Q2 2024Q3 2024: 135Q3 2024Q4 2024: 143Q4 2024Q1 2025: 155Q1 2025Q2 2025: 156Q2 2025Q3 2025: 167Q3 2025Q4 2025: 165Q4 2025Q1 2026: 170Q1 2026Q2 2026: 162Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions17$5.1M
Exits19$36.6M

Ownership 136 holders

Morgan Stanley 0.00% Add +5.9% 2,340,424 $39.6M
LPL Financial LLC 0.02% Reduce -27.1% 2,002,583 $33.9M
Bank of America Corp. 0.00% Reduce -1.4% 1,779,693 $30.1M
Ameriprise Financial Inc. 0.00% Add +20.5% 909,130 $15.3M
Wells Fargo & Company 0.00% Add +4.1% 648,553 $11.0M
Royal Bank of Canada 0.00% Reduce -32.6% 618,537 $10.5M
Osaic Holdings, Inc. 0.02% Add +15.8% 489,960 $8.3M
UBS Group AG 0.00% Add +17.4% 462,475 $7.8M
Raymond James Financial Services Advisors, Inc. 0.01% Add +3.5% 439,770 $7.4M
Brookstone Capital Management 0.13% Add +1.7% 420,808 $7.1M
HUB Investment Partners, LLC 0.38% Add +27.8% 402,721 $6.8M
Centaurus Financial, Inc. 0.47% Reduce -5.3% 400,274 $6.8M
Janney Montgomery Scott LLC 0.02% Add +14.0% 350,838 $5.9M
Prevail Innovative Wealth Advisors, LLC 2.09% Add +15.7% 333,012 $5.6M
Cetera Investment Advisers 0.01% Add +1045.4% 274,729 $4.6M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -0.4% 274,415 $4.6M
Raymond James & Associates 0.00% Reduce -1.6% 238,721 $4.0M
AlphaStar Capital Management, LLC 0.39% Add +29.4% 226,253 $3.8M
Baird Financial Group, Inc. 0.01% Add +7.6% 223,852 $3.8M
FinTrust Capital Advisors, LLC 0.62% Reduce -1.8% 191,210 $3.2M
International Assets Investment Management, LLC 0.33% Add +37.1% 185,929 $3.1M
Mesirow Financial Investment Management, Inc. 0.07% Add +72.6% 177,245 $3.0M
Envestnet Asset Management Inc. 0.00% Reduce -42.5% 156,196 $2.6M
Institute for Wealth Management, LLC. 0.33% Add +14.6% 151,650 $2.6M
Atlas Private Wealth Advisors 0.80% Reduce -51.8% 140,842 $2.4M
Corient Private Wealth LP 0.00% Add +82.6% 139,894 $2.4M
Independent Financial Group, LLC 0.11% Add +8.6% 139,524 $2.4M
Sowell Financial Services LLC 0.10% Reduce -19.5% 127,060 $2.1M
Avantax Advisory Services, Inc. 0.02% Add +9.2% 126,281 $2.1M
Atria Wealth Solutions, Inc. 0.02% Reduce -12.6% 121,019 $2.0M
High Net Worth Advisory Group LLC 0.60% Add +107.5% 112,842 $1.9M
NewEdge Advisors, LLC 0.02% Add +51.6% 110,598 $1.9M
Private Advisor Group, LLC 0.01% Reduce -4.0% 87,960 $1.5M
PFG Investments, LLC 0.09% Add +637.3% 84,445 $1.4M
Kingsview Wealth Management, LLC 0.03% Reduce -5.6% 79,500 $1.3M
Investment Partners Asset Management, Inc. 1.21% Add +1.3% 79,434 $1.3M
Kestra Advisory Services, LLC 0.01% Add +6.2% 74,208 $1.3M
NWF Advisory Services Inc. 0.20% Add +10.3% 69,356 $1.2M
Commonwealth Equity Services, LLC 0.00% Reduce -28.2% 69,128 $1.2M
J.W. Cole Advisors, Inc. 0.06% Reduce -2.5% 68,416 $1.2M
IHT Wealth Management, LLC 0.05% Reduce -2.5% 66,961 $1.1M
Rockefeller Capital Management L.P. 0.00% Add +124.9% 59,279 $1.0M
CoreFirst Bank & Trust 0.58% Reduce -0.5% 55,203 $933K
Solutions 4 Wealth, Ltd 2.60% Add +27.1% 54,689 $925K
Qube Research & Technologies Ltd 0.00% Add +56.8% 54,315 $918K
Stifel Financial Corp. 0.00% Add +17.4% 53,467 $904K
Garner Asset Management Corp 0.31% New 48,524 $821K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -7.4% 47,487 $810K
Equitable Holdings, Inc. 0.01% Reduce -2.3% 47,511 $803K
MAS Advisors LLC 0.92% No change 47,208 $798K
Koshinski Asset Management, Inc. 0.07% New 38,543 $652K
CreativeOne Wealth, LLC 0.03% Add +62.8% 37,368 $632K
Cibc World Market Inc. 0.00% Reduce -16.2% 37,300 $631K
Eudaimonia Partners, LLC 0.15% New 36,833 $623K
Sandbox Financial Partners, LLC 0.25% New 34,913 $590K
Ameritas Advisory Services, LLC 0.02% New 35,326 $582K
Sigma Planning Corp 0.02% Add +158.6% 34,360 $581K
Chicago Partners Investment Group LLC 0.02% Add +71.0% 30,479 $498K
IFP Advisors, Inc 0.02% Reduce -23.6% 29,175 $493K
Smartleaf Asset Management LLC 0.10% Add +23.8% 29,175 $493K
Nations Financial Group Inc, /Ia/ 0.04% Add +34.5% 27,701 $468K
NFSG Corp 0.20% Add +37.1% 27,375 $463K
Accel Wealth Management 0.19% Add +1.6% 26,233 $444K
Eudaimonia Advisors LLC 0.23% New 25,506 $431K
Pension & Wealth Management Advisors, Inc. 0.27% Add +87.2% 24,108 $408K
Foundations Investment Advisors, LLC 0.01% Reduce -26.4% 23,518 $398K
Wedbush Securities Inc. 0.01% Add +4.5% 23,390 $396K
Mariner, LLC 0.00% Reduce -8.5% 21,705 $367K
Wealthspire Retirement, LLC 0.03% Reduce -3.2% 21,164 $358K
Bank of New York Mellon Corp 0.00% Reduce -0.0% 20,101 $340K
City Center Advisors, LLC 0.39% — 19,672 $333K
WealthShield Partners, LLC 0.05% Add +2.5% 19,433 $329K
Baker Avenue Asset Management, LP 0.01% Add +1.4% 19,408 $328K
Triumph Capital Management 0.13% Add +32.1% 18,301 $309K
Wealthfront Advisers LLC 0.00% New 17,745 $300K
Patriot Financial Group Insurance Agency, LLC 0.04% Add +5.8% 16,455 $278K
Susquehanna International Group, LLP 0.00% Reduce -19.8% 16,405 $277K
Atlantic Union Bankshares Corp 0.02% No change 16,156 $273K
Comerica Bank 0.00% Add +39.3% 16,113 $272K
Western Wealth Management, LLC 0.02% Reduce -4.8% 15,989 $270K
RiverFront Investment Group, LLC 0.01% New 15,706 $266K
D.A. Davidson & Co. 0.00% Add +17.2% 15,510 $262K
Harbour Investments, Inc. 0.01% Add +4.9% 14,963 $253K
Arax Advisory Partners 0.03% Add +3.2% 14,613 $247K
Beacon Pointe Advisors, LLC 0.00% No change 14,490 $245K
Flagship Harbor Advisors, LLC 0.02% Add +10.9% 14,296 $242K
Castle Rock Wealth Management, LLC 0.06% Add +3.1% 14,534 $238K
Weaver Consulting Group 0.09% Reduce -11.9% 13,701 $232K
Creative Planning 0.00% Add +0.8% 13,556 $229K
First Heartland Consultants, Inc. 0.02% New 13,549 $229K
Sequent Planning LLC 0.08% — 13,428 $227K
Apollon Wealth Management, LLC 0.01% Add +0.1% 13,348 $226K
Northwestern Mutual Wealth Management Co. 0.00% Add +2.1% 13,041 $221K
Colonial River Investments, LLC 0.12% Reduce -83.3% 12,763 $216K
Cornerstone Advisory, LLC 0.03% Reduce -35.1% 12,759 $216K
Retirement Planning Co of New England, Inc. 0.11% New 12,341 $209K
Kestra Private Wealth Services, LLC 0.00% Add +5.2% 11,797 $199K
Cresset Asset Management, LLC 0.00% Add +3.3% 11,734 $198K
Good Life Advisors, LLC 0.02% New 10,491 $177K
Lifeworks Advisors, LLC 0.05% Reduce -40.4% 10,221 $173K

"% of holder's portfolio" is RYLD's weight in each manager's 13F, not the share of Global X Russell 2000 Cov Class the manager owns.

Show all 136 holders