RUSSELL INVEST GLB EQ-USD IN RGLO

US
$32.43
-0.0%
52w: $25.29 – $33.03

Latest 13F among current holders filed 1 month ago (May 15, 2026)

Price — last 12 months

research preview data
25.2929.1633.03
Jun 20, 2025 Jul 2, 2026
Institutional holders
31
+0 QoQ
13F value
$330.4M
+6.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026

Institutional value by quarter

$182.0M
Q2 2025
$280.4M
Q3 2025
$309.3M
Q4 2025
$330.4M
Q1 2026

Number of holders

25
Q2 2025
28
Q3 2025
31
Q4 2025
31
Q1 2026

Who owns RGLO?

Q1 2026 filings
FundTypeSharesValue% of fundChange
ENVESTNET ASSET MANAGEMENT INC Wealth advisor5.2M$151.6M0.0%+11.7%
LPL Financial LLC Bank broker2.7M$77.4M0.0%+13.6%
Cetera Investment Advisers Wealth advisor2.3M$66.5M0.1%+11.8%
Baird Financial Group, Inc. Diversified mechanical453.3K$13.1M0.0%+7.2%
TRUIST FINANCIAL CORP Diversified mechanical121.6K$3.5M0.0%+5.2%
BENJAMIN EDWARDS INC Diversified mechanical117.6K$3.4M0.0%+2.8%
JANE STREET GROUP, LLC Market maker64.3K$1.9M0.0%New
Bank of New York Mellon Corp Diversified mechanical61.5K$1.8M0.0%+14.2%
SigFig Wealth Management, LLC Wealth advisor47.0K$1.4M0.0%+3.0%
PRINCIPAL SECURITIES, INC. Wealth advisor46.4K$1.3M0.0%-34.7%
AlphaStar Capital Management, LLC Wealth advisor37.3K$1.1M0.1%+1.4%
VestGen Advisors, LLC Wealth advisor33.1K$1.1M0.0%New
Envestnet Portfolio Solutions, Inc. Wealth advisor34.9K$1.0M0.0%-83.1%
Sanctuary Advisors, LLC Wealth advisor32.2K$932K0.0%+38.5%
MML INVESTORS SERVICES, LLC Wealth advisor29.0K$841K0.0%-7.7%
VestGen Investment Management Wealth advisor27.5K$796K0.4%+5.1%
NewEdge Wealth, LLC Other18.4K$532K0.0%-6.9%
COMMONWEALTH EQUITY SERVICES, LLC Wealth advisor14.9K$431K0.0%-1.9%
GOLDMAN SACHS GROUP INC Bank broker13.1K$379K0.0%Held
CITADEL ADVISORS LLC Multistrat pod11.7K$338K0.0%New
Ausdal Financial Partners, Inc. Wealth advisor9.0K$260K0.0%-10.4%
World Investment Advisors Wealth advisor7.6K$220K0.0%New
LOCKERMAN FINANCIAL GROUP, INC. Wealth advisor7.1K$207K0.4%Held
US BANCORP \DE\ Wealth advisor5.6K$162K0.0%+599.4%
HARBOUR INVESTMENTS, INC. Wealth advisor4.8K$140K0.0%+350.3%
Rossby Financial, LCC Wealth advisor2.5K$72K0.0%-35.2%
IFP Advisors, Inc Wealth advisor924$27K0.0%Held
OSAIC HOLDINGS, INC. Wealth advisor701$20K0.0%New
WELLS FARGO & COMPANY/MN Bank broker355$10K0.0%Held
Physician Wealth Advisors, Inc. Wealth advisor40$1K0.0%Held
Steward Partners Investment Advisory, LLC Diversified mechanical2$580.0%New

Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.