IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

RSL Inv-US SML CP EQT ETF-$i (RUSC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares425,448 from 409,200
Change+16,248 (+4%)
Value$15.4M (-$561.9K)
Filed 2026-11-06
Anchor Capital Advisors LLC
DECREASED
Shares101,569 from 104,934
Change-3,365 (-3%)
Value$3.7M (-$417.0K)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares16,940 from 17,907
Change-967 (-5%)
Value$613.8K (-$85.4K)
Filed 2026-10-30
Bank of New York Mellon Corp
INCREASED
Shares12,819 from 10,789
Change+2,030 (+19%)
Value$464.5K (+$43.2K)
Filed 2026-11-05
SigFig Wealth Management, LLC
INCREASED
Shares6,552 from 6,443
Change+109 (+2%)
Value$237.4K (-$12.9K)
Filed 2026-10-07
US Bancorp \de\
DECREASED
Shares296 from 1,363
Change-1,067 (-78%)
Value$10.7K (-$42.5K)
Filed 2026-11-05
Rossby Financial, LCC
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$8.9K (-$689)
Filed 2026-11-05
IFP Advisors, Inc
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$5.5K (-$428)
Filed 2026-10-16
Signature Equity Partners, LLC
NEW
Shares20
Change+20
Value$725
Filed 2026-10-29
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 5,459
Change-5,459 (-100%)
Value$0 (-$213.1K)
Filed 2026-10-16
Envestnet Asset Management Inc
N/A
Shares— from 803,473
Change-803,473 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 401,700
Change-401,700 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 301,058
Change-301,058 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 84,950
Change-84,950 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 23,796
Change-23,796 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 15,558
Change-15,558 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,078
Change-11,078 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,810
Change-6,810 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 6,145
Change-6,145 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 5,605
Change-5,605 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 684
Change-684 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 430
Change-430 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 16
Change-16 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 16
Change-16 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Status
LPL Financial LLC
INCREASED425,448409,200+16,248+4%$16.0M$15.4M-$561.9K2026-11-06
Anchor Capital Advisors LLC
DECREASED101,569104,934-3,365-3%$4.1M$3.7M-$417.0K2026-11-05
Truist Financial Corp
DECREASED16,94017,907-967-5%$699.2K$613.8K-$85.4K2026-10-30
Bank of New York Mellon Corp
INCREASED12,81910,789+2,030+19%$421.2K$464.5K+$43.2K2026-11-05
SigFig Wealth Management, LLC
INCREASED6,5526,443+109+2%$250.3K$237.4K-$12.9K2026-10-07
US Bancorp \de\
DECREASED2961,363-1,067-78%$53.2K$10.7K-$42.5K2026-11-05
Rossby Financial, LCC
UNCHANGED24524500%$9.6K$8.9K-$6892026-11-05
IFP Advisors, Inc
UNCHANGED15215200%$5.9K$5.5K-$4282026-10-16
Signature Equity Partners, LLC
NEW20—+20——$725—2026-10-29
AlphaStar Capital Management, LLC
CLOSED05,459-5,459-100%$213.1K$0-$213.1K2026-10-16
Envestnet Asset Management Inc
N/A—803,473-803,473-100%$31.4M———
Arkadios Wealth Advisors
N/A—401,700-401,700-100%$15.7M———
Cetera Investment Advisers
N/A—301,058-301,058-100%$11.8M———
Baird Financial Group, Inc.
N/A—84,950-84,950-100%$3.3M———
Ankerstar Wealth, LLC
N/A—23,796-23,796-100%$929.1K———
Benjamin Edwards Inc
N/A—15,558-15,558-100%$607.4K———
Susquehanna International Group, LLP
N/A—11,078-11,078-100%$432.5K———
Sanctuary Advisors, LLC
N/A—6,810-6,810-100%$265.9K———
Principal Securities, Inc.
N/A—6,145-6,145-100%$239.9K———
Envestnet Portfolio Solutions, Inc.
N/A—5,605-5,605-100%$218.8K———
Harbour Investments, Inc.
N/A—684-684-100%$26.7K———
Osaic Holdings, Inc.
N/A—430-430-100%$16.8K———
UBS Asset Management Americas LLC
N/A—24-24-100%$937———
Berthel, Fisher & Company Financial Services, Inc.
N/A—16-16-100%$627———
BFC Planning, Inc.
N/A—16-16-100%$627———
Steward Partners Investment Advisory, LLC
N/A—14-14-100%$547———
Showing 26 of 26 institutions