Global X Russell 2000 Cov ClassRYLDETF

13F holders, Q1 2026 (March 31)
170holders +5
23new positions
17sold out
1famous investor
$14.95avg. 13F price*

At the end of Q1 2026, 170 institutions reported holding Global X Russell 2000 Cov Class (RYLD) in their 13F filings, up 5 from Q4 2025. 23 opened new positions and 17 sold out. The largest holders were LPL Financial LLC ($54.7M), Bank of America Corp. ($49.0M) and Morgan Stanley ($38.9M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions23$5.7M
Exits17$2.7M

All 13F filers, Q4 2025 → Q1 2026: 3,344,916 shares bought and 898,179 shares sold, net +2,446,737 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 170 holders

LPL Financial LLC 0.01% Add +15.5% 3,661,623 $54.7M
Bank of America Corp. 0.00% Add +47.1% 3,278,665 $49.0M
Morgan Stanley 0.00% Add +1.2% 2,604,300 $38.9M
Ameriprise Financial Inc. 0.00% Add +16.1% 1,296,139 $19.4M
Wells Fargo & Company 0.00% Reduce -0.6% 1,006,700 $15.1M
HUB Investment Partners, LLC 0.33% Add +8.3% 901,152 $13.5M
UBS Group AG 0.00% Reduce -14.9% 676,737 $10.1M
AlphaStar Capital Management, LLC 0.71% Add +2.1% 647,041 $9.7M
Cetera Investment Advisers 0.01% Reduce -20.4% 608,105 $9.1M
Brookstone Capital Management 0.10% Add +6.4% 587,762 $8.8M
Royal Bank of Canada 0.00% Add +20.9% 556,202 $8.3M
Raymond James Financial Inc. 0.00% Add +1.8% 543,674 $8.1M
Thrive Capital Management, LLC 1.54% Add +46.8% 470,543 $7.0M
Principal Securities, Inc. 0.10% Add +56.0% 438,181 $6.6M
Osaic Holdings, Inc. 0.01% Reduce -0.9% 371,210 $5.5M
Venture Visionary Partners LLC 0.17% Add +18.0% 331,436 $5.0M
Envestnet Asset Management Inc. 0.00% Add +20.3% 302,872 $4.5M
Baird Financial Group, Inc. 0.01% Add +2.1% 244,014 $3.6M
AE Wealth Management LLC 0.02% Add +101.2% 208,983 $3.1M
NewEdge Advisors, LLC 0.01% Add +5.7% 185,603 $2.8M
International Assets Investment Management, LLC 0.18% Reduce -21.3% 174,800 $2.6M
Palacios Wealth Management, LLC 1.56% Add +24.4% 161,689 $2.5M
Mesirow Financial Investment Management, Inc. 0.04% Add +274.1% 153,813 $2.3M
Kestra Advisory Services, LLC 0.01% Reduce -37.9% 148,719 $2.2M
Institute for Wealth Management, LLC. 0.23% Reduce -0.2% 145,068 $2.2M
RFG Advisory, LLC 0.04% Add +0.6% 142,359 $2.1M
CreativeOne Wealth, LLC 0.05% Add +49.7% 138,954 $2.1M
Foresight Capital Management Advisors, Inc. 1.14% Add +4.9% 137,592 $2.1M
NFSG Corp 0.34% Reduce -0.9% 137,381 $2.1M
Apella Capital, LLC 0.03% New 127,206 $2.0M
J.W. Cole Advisors, Inc. 0.06% Reduce -1.4% 127,448 $1.9M
Janney Montgomery Scott LLC 0.00% Reduce -2.0% 125,998 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -35.0% 115,680 $1.7M
Formidable Asset Management, LLC 0.27% Reduce -0.5% 112,611 $1.7M
Private Advisor Group, LLC 0.01% Add +0.8% 102,511 $1.5M
Rockefeller Capital Management L.P. 0.00% Add +94.2% 98,975 $1.5M
Stifel Financial Corp. 0.00% Reduce -2.9% 89,888 $1.3M
Stratos Wealth Partners, LTD. 0.01% Reduce -43.0% 79,665 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -14.0% 78,264 $1.2M
Triumph Capital Management 0.24% Add +3.7% 77,243 $1.2M
High Net Worth Advisory Group LLC 0.25% Reduce -10.1% 70,589 $1.1M
Garner Asset Management Corp 0.41% Add +39.8% 70,078 $1.0M
SageGuard Financial Group, LLC 0.14% Reduce -19.6% 62,157 $929K
OneAscent Family Office, LLC 0.65% Add +9.5% 61,951 $926K
Solutions 4 Wealth, Ltd 1.39% Add +2.9% 61,660 $922K
NWF Advisory Services Inc. 0.10% Add +4.7% 60,880 $910K
RiverFront Investment Group, LLC 0.01% Add +23.0% 59,904 $896K
Trilogy Capital Inc. 0.04% Add +24.1% 52,909 $791K
Fiduciary Alliance LLC 0.05% Add +4.8% 51,044 $781K
Resurgent Financial Advisors LLC 0.28% Add +3.8% 51,654 $772K
Independent Advisor Alliance 0.01% Reduce -43.5% 51,475 $770K
Equitable Holdings, Inc. 0.00% Add +143.0% 48,829 $747K
Jane Street Group, LLC 0.00% Add +183.3% 49,867 $746K
Oakmont Advisory Group, LLC 0.75% Add +55.8% 49,459 $739K
Abel Hall, LLC 0.16% No change 49,000 $733K
Dynamic Advisor Solutions LLC 0.02% Add +1.1% 45,487 $680K
MML Investors Services, LLC 0.00% Add +20.4% 44,124 $660K
Susquehanna International Group, LLP 0.00% Reduce -14.6% 43,594 $652K
PFG Investments, LLC 0.03% Reduce -9.4% 42,449 $635K
PMG Family Office LLC 0.70% Add +1.7% 41,681 $623K
Commonwealth Equity Services, LLC 0.00% Add +8.9% 41,643 $623K
IMC-Chicago, LLC 0.01% New 38,934 $582K
Comprehensive Money Management Services LLC 0.38% Reduce -4.5% 38,624 $577K
SBI Securities Co., Ltd. 0.02% Reduce -3.6% 37,719 $564K
Kovack Advisors, Inc. 0.03% Add +6.1% 37,391 $561K
Koshinski Asset Management, Inc. 0.03% Reduce -32.4% 37,116 $555K
Focus Partners Advisor Solutions, LLC 0.01% New 33,014 $494K
Wealthfront Advisers LLC 0.00% Add +1.8% 32,530 $486K
Concurrent Investment Advisors, LLC 0.01% Reduce -12.4% 31,513 $471K
QP Wealth Management, LLC 0.79% Reduce -5.7% 30,749 $460K
Sigma Planning Corp 0.01% Add +15.7% 30,344 $454K
Regal Investment Advisors LLC 0.03% New 29,475 $441K
Certior Financial Group, LLC 0.25% Reduce -3.9% 25,992 $389K
Ameritas Advisory Services, LLC 0.01% Add +0.4% 25,576 $382K
XML Financial, LLC 0.03% Add +27.0% 25,150 $376K
Foundations Investment Advisors, LLC 0.00% Reduce -4.5% 25,108 $375K
Wedbush Securities Inc. 0.01% Reduce -3.5% 25,020 $374K
Valeo Financial Advisors, LLC 0.01% No change 24,152 $361K
Bank of Montreal 0.00% No change 23,997 $359K
Nottingham Advisors, Inc. 0.05% New 23,901 $357K
Focused Alpha, LLC 0.11% Add +59.5% 23,464 $351K
Sandbox Financial Partners, LLC 0.10% No change 22,873 $342K
First Heartland Consultants, Inc. 0.02% Add +0.7% 21,718 $325K
Mutual Advisors, LLC 0.01% Add +22.8% 21,175 $317K
Atlantic Private Wealth, LLC 0.20% No change 20,947 $313K
Clearstead Advisors, LLC 0.00% No change 20,282 $303K
Level Four Advisory Services, LLC 0.01% Add +63.0% 19,544 $292K
Citadel Advisors 0.00% New 19,527 $292K
Capital CS Group, LLC 0.60% Reduce -31.9% 19,419 $290K
Founders Financial Alliance, LLC 0.05% Add +98.9% 19,349 $289K
Perennial Investment Advisors, LLC 0.02% Reduce -9.3% 19,342 $289K
Great Valley Advisor Group, Inc. 0.01% Reduce -1.0% 19,125 $286K
Independent Financial Group, LLC 0.01% Reduce -3.6% 18,849 $282K
Arax Advisory Partners 0.01% Reduce -0.9% 18,572 $278K
Jaffetilchin Investment Partners, LLC 0.02% Add +51.0% 18,152 $271K
Copley Financial Group, Inc. 0.16% Add +53.9% 17,994 $269K
Mercer Global Advisors Inc. 0.00% No change 16,424 $246K
Ferguson Wellman Capital Management, Inc. 0.00% New 16,200 $242K
Atlas Private Wealth Advisors 0.06% Reduce -35.8% 16,185 $242K
D.A. Davidson & Co. 0.00% Reduce -24.8% 15,952 $238K

"% 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 170 holders