Global X Russell 2000 Cov ClassRYLDETF

13F holders, Q4 2024 (December 31)
143holders +8
20new positions
19sold out
2famous investors
$16.22avg. 13F price*

At the end of Q4 2024, 143 institutions reported holding Global X Russell 2000 Cov Class (RYLD) in their 13F filings, up 8 from Q3 2024. 20 opened new positions and 19 sold out. The largest holders were LPL Financial LLC ($52.8M), Morgan Stanley ($40.7M) and Bank of America Corp. ($37.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions20$10.0M
Exits19$9.9M

All 13F filers, Q3 2024 → Q4 2024: 2,590,461 shares bought and 2,258,170 shares sold, net +332,291 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 143 holders

LPL Financial LLC 0.02% Add +10.4% 3,230,420 $52.8M
Morgan Stanley 0.00% Reduce -11.2% 2,488,581 $40.7M
Bank of America Corp. 0.00% Add +10.3% 2,297,211 $37.5M
Wells Fargo & Company 0.00% Add +18.2% 1,000,453 $16.3M
UBS Group AG 0.00% Add +23.6% 951,327 $15.5M
HUB Investment Partners, LLC 0.65% Add +47.7% 942,986 $15.4M
Raymond James Financial Inc. 0.01% — 841,876 $13.8M
Royal Bank of Canada 0.00% Add +2.6% 796,293 $13.0M
Osaic Holdings, Inc. 0.02% Add +17.0% 484,228 $7.9M
Brookstone Capital Management 0.11% Add +2.0% 457,302 $7.5M
Prevail Innovative Wealth Advisors, LLC 1.79% Reduce -1.4% 377,416 $6.2M
AlphaStar Capital Management, LLC 0.62% Add +17.8% 363,833 $5.9M
Envestnet Asset Management Inc. 0.00% Add +17.9% 336,056 $5.5M
Cetera Investment Advisers 0.01% Add +8.6% 334,089 $5.5M
Baird Financial Group, Inc. 0.01% Add +22.4% 308,350 $5.0M
Janney Montgomery Scott LLC 0.01% Reduce -8.0% 266,471 $4.4M
Atlas Private Wealth Advisors 0.61% Reduce -1.3% 264,755 $4.3M
Kestra Advisory Services, LLC 0.02% Add +33.6% 262,859 $4.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.4% 256,564 $4.2M
Ameriprise Financial Inc. 0.00% Reduce -77.9% 242,711 $4.0M
Wealth Enhancement Advisory Services, LLC 0.01% New 236,210 $3.9M
Palacios Wealth Management, LLC 4.09% — 227,257 $3.8M
Venture Visionary Partners LLC 0.16% Add +28.1% 230,154 $3.8M
International Assets Investment Management, LLC 0.29% Reduce -38.4% 212,958 $3.5M
Mesirow Financial Investment Management, Inc. 0.06% Add +2.7% 197,069 $3.2M
Independent Advisor Alliance 0.04% New 179,574 $2.9M
NFSG Corp 0.71% Add +32.7% 169,278 $2.8M
NewEdge Advisors, LLC 0.02% Add +2.9% 169,049 $2.8M
Institute for Wealth Management, LLC. 0.32% Reduce -0.5% 157,128 $2.6M
Thrive Capital Management, LLC 1.02% Add +82.8% 135,597 $2.2M
Formidable Asset Management, LLC 0.34% Add +20.9% 125,469 $2.1M
Private Advisor Group, LLC 0.01% Add +10.2% 101,048 $1.7M
Avantax Advisory Services, Inc. 0.01% Add +3.1% 99,834 $1.6M
High Net Worth Advisory Group LLC 0.43% Reduce -1.5% 93,444 $1.5M
RiverFront Investment Group, LLC 0.03% Add +32.6% 93,054 $1.5M
Winnacle Wealth LLC 1.41% — 86,735 $1.4M
J.W. Cole Advisors, Inc. 0.05% Add +40.0% 82,014 $1.3M
Susquehanna International Group, LLP 0.00% Add +137.6% 81,658 $1.3M
Atria Wealth Solutions, Inc. 0.01% Reduce -0.9% 75,318 $1.2M
PFG Investments, LLC 0.07% Reduce -6.3% 72,818 $1.2M
Independent Financial Group, LLC 0.03% Reduce -40.8% 64,100 $1.0M
CreativeOne Wealth, LLC 0.03% Add +10.0% 63,666 $1.0M
Solutions 4 Wealth, Ltd 1.85% Add +5.5% 62,541 $1.0M
Stifel Financial Corp. 0.00% Add +0.9% 57,918 $946K
Chicago Partners Investment Group LLC 0.03% Add +51.4% 57,303 $943K
IHT Wealth Management, LLC 0.03% Reduce -37.1% 56,496 $923K
Kingsview Wealth Management, LLC 0.02% Reduce -24.3% 56,252 $919K
Rockefeller Capital Management L.P. 0.00% Add +1.7% 53,324 $871K
Comprehensive Money Management Services LLC 0.72% — 53,104 $868K
Koshinski Asset Management, Inc. 0.07% Add +4.7% 51,617 $843K
Garner Asset Management Corp 0.38% Reduce -0.1% 51,591 $843K
Commonwealth Equity Services, LLC 0.00% Add +18.1% 50,517 $825K
Investment Partners Asset Management, Inc. 0.64% Reduce -28.3% 49,887 $815K
RFG Advisory, LLC 0.02% Add +221.7% 41,095 $671K
Dynamic Advisor Solutions LLC 0.03% Add +66.3% 40,899 $668K
SBI Securities Co., Ltd. 0.02% — 40,794 $667K
Sandbox Financial Partners, LLC 0.21% Reduce -24.1% 38,985 $637K
Kovack Advisors, Inc. 0.06% Reduce -29.0% 38,629 $631K
Ameritas Advisory Services, LLC 0.02% Reduce -6.5% 34,053 $556K
Citadel Advisors 0.00% Add +91.2% 33,351 $545K
MAS Advisors LLC 0.89% Reduce -31.5% 32,355 $529K
Renaissance Technologies 0.00% New 31,900 $521K
SFI Advisors, LLC 0.34% New 29,996 $490K
Sigma Planning Corp 0.02% Reduce -13.6% 29,593 $484K
TrueMark Investments, LLC 0.15% Add +92.3% 29,347 $480K
Trilogy Capital Inc. 0.02% Reduce -44.5% 29,156 $476K
Abel Hall, LLC 0.30% No change 29,000 $474K
Foundations Investment Advisors, LLC 0.01% Add +1.3% 28,024 $458K
HRT Financial LP 0.00% New 25,991 $424K
Wedbush Securities Inc. 0.01% Reduce -9.2% 23,840 $390K
Accel Wealth Management 0.14% Reduce -10.0% 22,612 $369K
Kestra Private Wealth Services, LLC 0.01% Add +33.0% 20,256 $331K
Retirement Planning Co of New England, Inc. 0.16% Add +9.4% 19,955 $326K
Wealthfront Advisers LLC 0.00% Add +46.9% 19,636 $321K
First Heartland Consultants, Inc. 0.03% Add +31.6% 18,932 $309K
Perennial Investment Advisors, LLC 0.04% New 18,679 $305K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -0.6% 17,723 $290K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -40.6% 17,666 $289K
Flagship Harbor Advisors, LLC 0.01% Add +23.2% 17,518 $286K
Mariner, LLC 0.00% Add +0.5% 16,975 $277K
Castle Rock Wealth Management, LLC 0.06% Reduce -5.6% 16,060 $269K
MML Investors Services, LLC 0.00% New 16,405 $268K
Valeo Financial Advisors, LLC 0.01% New 16,013 $262K
Arax Advisory Partners 0.02% Add +2.0% 15,827 $259K
Triumph Capital Management 0.09% Add +2.3% 15,551 $254K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +29.4% 14,939 $244K
Kingswood Wealth Advisors, LLC 0.02% Add +9.2% 14,695 $240K
Beacon Pointe Advisors, LLC 0.00% No change 14,490 $237K
D.A. Davidson & Co. 0.00% New 14,232 $233K
ADG Wealth Management Group, LLC 0.20% — 13,663 $223K
Harbour Investments, Inc. 0.01% No change 12,736 $208K
Good Life Advisors, LLC 0.01% Reduce -45.0% 12,248 $200K
Private Client Services, LLC 0.10% New 11,185 $183K
Stratos Wealth Partners, LTD. 0.00% New 11,159 $182K
Oppenheimer & Co. Inc. 0.00% Add +7.9% 11,076 $181K
Western Wealth Management, LLC 0.01% Reduce -0.9% 10,892 $178K
World Equity Group, Inc. 0.04% New 10,498 $172K
IFP Advisors, Inc 0.01% Reduce -22.9% 10,270 $168K
Colonial River Investments, LLC 0.08% Reduce -3.1% 10,017 $164K
Axxcess Wealth Management, LLC 0.00% Reduce -3.1% 10,017 $164K

"% 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 143 holders