Global X Russell 2000 Cov ClassRYLDETF
13F holders, Q1 2025 (March 31)155holders +12
25new positions
13sold out
2famous investors
$15.09avg. 13F price*
At the end of Q1 2025, 155 institutions reported holding Global X Russell 2000 Cov Class (RYLD) in their 13F filings, up 12 from Q4 2024. 25 opened new positions and 13 sold out. The largest holders were LPL Financial LLC ($45.3M), Morgan Stanley ($41.5M) and Bank of America Corp. ($30.6M). 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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $9.2M |
| Exits | 13 | $5.0M |
All 13F filers, Q4 2024 → Q1 2025: 2,700,672 shares bought and 1,957,037 shares sold, net +743,635 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 155 holders
| LPL Financial LLC | 0.02% | Reduce -7.2% | 2,998,534 | $45.3M |
| Morgan Stanley | 0.00% | Add +10.4% | 2,748,225 | $41.5M |
| Bank of America Corp. | 0.00% | Reduce -11.7% | 2,027,651 | $30.6M |
| HUB Investment Partners, LLC | 0.72% | Add +25.6% | 1,184,631 | $17.9M |
| UBS Group AG | 0.00% | Reduce -2.5% | 927,224 | $14.0M |
| Ameriprise Financial Inc. | 0.00% | Add +239.1% | 823,092 | $12.4M |
| Royal Bank of Canada | 0.00% | Reduce -3.4% | 769,406 | $11.6M |
| Wells Fargo & Company | 0.00% | Reduce -23.4% | 766,307 | $11.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -13.4% | 728,795 | $11.0M |
| Brookstone Capital Management | 0.11% | Add +11.6% | 510,183 | $7.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -1.3% | 477,979 | $7.2M |
| AlphaStar Capital Management, LLC | 0.66% | Add +19.0% | 432,957 | $6.5M |
| Prevail Innovative Wealth Advisors, LLC | 1.58% | Add +4.2% | 393,361 | $5.9M |
| Cetera Investment Advisers | 0.01% | Add +5.8% | 353,572 | $5.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.3% | 347,208 | $5.2M |
| Susquehanna International Group, LLP | 0.01% | Add +293.3% | 321,197 | $4.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +11.3% | 292,697 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.9% | 264,110 | $4.0M |
| Atlas Private Wealth Advisors | 0.54% | Reduce -3.0% | 256,948 | $3.9M |
| Venture Visionary Partners LLC | 0.16% | Add +10.2% | 253,644 | $3.8M |
| Palacios Wealth Management, LLC | 2.80% | Add +10.0% | 249,889 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -8.1% | 244,809 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.3% | 235,566 | $3.6M |
| Renaissance Technologies | 0.01% | Add +637.0% | 235,100 | $3.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -26.9% | 225,361 | $3.4M |
| NFSG Corp | 0.72% | Add +16.6% | 197,463 | $3.0M |
| International Assets Investment Management, LLC | 0.26% | Reduce -9.2% | 193,362 | $2.9M |
| NewEdge Advisors, LLC | 0.02% | Add +0.3% | 169,466 | $2.6M |
| Mesirow Financial Investment Management, Inc. | 0.05% | Reduce -18.1% | 161,466 | $2.4M |
| Institute for Wealth Management, LLC. | 0.31% | Add +0.8% | 158,405 | $2.4M |
| Jane Street Group, LLC | 0.00% | New | 148,122 | $2.2M |
| Formidable Asset Management, LLC | 0.32% | Add +2.4% | 128,506 | $1.9M |
| RiverFront Investment Group, LLC | 0.04% | Add +15.7% | 107,634 | $1.6M |
| RFG Advisory, LLC | 0.04% | Add +155.9% | 105,161 | $1.6M |
| NWF Advisory Services Inc. | 0.22% | New | 102,536 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.5% | 100,550 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +16.7% | 95,732 | $1.4M |
| High Net Worth Advisory Group LLC | 0.40% | Reduce -0.6% | 92,931 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +67.5% | 89,315 | $1.3M |
| Group One Trading LLC | 0.05% | New | 72,495 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -8.7% | 68,767 | $1.0M |
| PFG Investments, LLC | 0.07% | Reduce -6.5% | 68,060 | $1.0M |
| Investment Partners Asset Management, Inc. | 0.80% | Add +35.4% | 67,559 | $1.0M |
| Solutions 4 Wealth, Ltd | 1.73% | Add +3.9% | 64,990 | $981K |
| Stifel Financial Corp. | 0.00% | Add +9.0% | 63,106 | $953K |
| Koshinski Asset Management, Inc. | 0.07% | Add +8.8% | 56,138 | $848K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -15.0% | 54,101 | $817K |
| IHT Wealth Management, LLC | 0.03% | Reduce -4.3% | 54,096 | $817K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.2% | 53,119 | $802K |
| SBI Securities Co., Ltd. | 0.02% | Add +19.4% | 48,723 | $736K |
| Garner Asset Management Corp | 0.32% | Reduce -6.3% | 48,314 | $730K |
| Comprehensive Money Management Services LLC | 0.58% | Reduce -10.2% | 47,704 | $720K |
| Independent Financial Group, LLC | 0.02% | Reduce -25.8% | 47,592 | $719K |
| HRT Financial LP | 0.00% | Add +65.4% | 42,994 | $649K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -24.6% | 43,229 | $630K |
| Independent Advisor Alliance | 0.02% | Reduce -77.3% | 40,802 | $616K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 37,600 | $568K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -8.9% | 37,240 | $562K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -0.3% | 33,965 | $553K |
| Kovack Advisors, Inc. | 0.06% | Reduce -10.1% | 34,739 | $525K |
| Sandbox Financial Partners, LLC | 0.18% | Reduce -14.2% | 33,467 | $505K |
| Triumph Capital Management | 0.16% | Add +110.3% | 32,697 | $494K |
| Sigma Planning Corp | 0.01% | Add +4.6% | 30,946 | $467K |
| Wedbush Securities Inc. | 0.02% | Add +28.5% | 30,645 | $463K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -70.3% | 29,658 | $448K |
| Trilogy Capital Inc. | 0.02% | Add +0.9% | 29,430 | $444K |
| Abel Hall, LLC | 0.26% | No change | 29,000 | $438K |
| Valeo Financial Advisors, LLC | 0.01% | Add +75.9% | 28,174 | $425K |
| Winnacle Wealth LLC | 0.39% | Reduce -67.9% | 27,867 | $421K |
| MAS Advisors LLC | 0.62% | Reduce -17.1% | 26,820 | $405K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -4.9% | 26,640 | $402K |
| Regal Investment Advisors LLC | 0.03% | New | 24,725 | $373K |
| Retirement Planning Co of New England, Inc. | 0.18% | Add +21.4% | 24,228 | $366K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +52.9% | 22,468 | $339K |
| Accel Wealth Management | 0.12% | Reduce -3.3% | 21,876 | $330K |
| Citadel Advisors | 0.00% | Reduce -36.8% | 21,091 | $318K |
| Simplex Trading, LLC | 0.01% | New | 20,951 | $316K |
| Pasadena Private Wealth, LLC | 0.06% | New | 19,800 | $299K |
| First Heartland Consultants, Inc. | 0.03% | Add +4.1% | 19,710 | $298K |
| Perennial Investment Advisors, LLC | 0.03% | Add +4.1% | 19,449 | $294K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +33.2% | 19,300 | $291K |
| Two Sigma Securities, LLC | 0.04% | New | 19,279 | $291K |
| Mariner, LLC | 0.00% | Add +1.1% | 17,158 | $259K |
| Oppenheimer & Co. Inc. | 0.00% | Add +52.7% | 16,909 | $255K |
| Arax Advisory Partners | 0.02% | Add +4.1% | 16,481 | $249K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -8.1% | 16,293 | $246K |
| MML Investors Services, LLC | 0.00% | Reduce -3.0% | 15,904 | $240K |
| &partners | 0.00% | New | 15,756 | $239K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +5.8% | 15,804 | $239K |
| Castle Rock Wealth Management, LLC | 0.06% | Reduce -4.0% | 15,424 | $233K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -23.0% | 13,490 | $204K |
| Ground Swell Capital, LLC | 0.48% | New | 13,438 | $203K |
| GTS Securities LLC | 0.01% | New | 13,169 | $199K |
| XML Financial, LLC | 0.02% | New | 13,000 | $196K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -37.9% | 12,576 | $190K |
| Wealthfront Advisers LLC | 0.00% | Reduce -36.1% | 12,545 | $189K |
| Private Client Services, LLC | 0.09% | Add +11.7% | 12,492 | $189K |
| Clearstead Advisors, LLC | 0.00% | New | 12,377 | $187K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +9.7% | 12,239 | $185K |
| Harbour Investments, Inc. | 0.01% | Reduce -4.0% | 12,229 | $185K |
"% 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.