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Russell Invest GLB Eq-Usd in (RGLO)

CUSIP: 78249U308 | NYSE | 46 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GRobert W. Baird & Co. Inc585,3585.6%New 5%+ stakeJun 30, 2026No 13F filer matched
13GRobert W. Baird & Co. Inc585,358
5.6% of class · Jun 30, 2026

Institutional Holders — Q3 2026

LPL Financial LLC2,894,331
0.0% of portfolio›$96.1M
Truist Financial Corp117,700
0.0% of portfolio›$3.9M
Bank of New York Mellon Corp91,163
0.0% of portfolio›$3.0M
SigFig Wealth Management, LLC46,257
0.0% of portfolio›$1.5M
AlphaStar Capital Management, LLC37,176
0.1% of portfolio›$1.2M
Commonwealth Equity Services, LLC15,257
0.0% of portfolio›$506.5K
Lockerman Financial Group, Inc.6,907
0.3% of portfolio›$229.3K
Harbour Investments, Inc.4,753
0.0% of portfolio›$157.8K
US Bancorp \de\2,639
0.0% of portfolio›$87.6K
Rossby Financial, LCC1,619
0.0% of portfolio›$53.8K
IFP Advisors, Inc924
0.0% of portfolio›$30.7K
UBS Group AG579
0.0% of portfolio›$19.2K
Signature Equity Partners, LLC156
0.0% of portfolio›$5.2K
Physician Wealth Advisors, Inc.40
0.0% of portfolio›$1.3K
StyleTurnoverLocationFiled
LPL Financial LLC
2,894,331$96.1M0.0%IndexVery LowFort Mill, SC2026-11-06
Truist Financial Corp
117,700$3.9M0.0%CoreLowCharlotte, NC2026-10-30
Bank of New York Mellon Corp
91,163$3.0M0.0%CoreLowNew York, NY2026-11-05
SigFig Wealth Management, LLC
46,257$1.5M0.0%ETFLowSan Francisco, CA2026-10-07
AlphaStar Capital Management, LLC
37,176$1.2M0.1%ETFMediumCornelius, NC2026-10-16
Commonwealth Equity Services, LLC
15,257$506.5K0.0%ETFLowWaltham, MA2026-11-02
Lockerman Financial Group, Inc.
6,907$229.3K0.3%ETFMediumNewport Beach, CA2026-10-19
Harbour Investments, Inc.
4,753$157.8K0.0%ETFLowMadison, WI2026-11-09
US Bancorp \de\
2,639$87.6K0.0%CoreLowMinneapolis, MN2026-11-05
Rossby Financial, LCC
1,619$53.8K0.0%ETFMediumMelbourne, FL2026-11-05
IFP Advisors, Inc
924$30.7K0.0%CoreLowTampa, FL2026-10-16
UBS Group AG
579$19.2K0.0%CoreMediumZurich, Switzerland2026-11-10
Signature Equity Partners, LLC
156$5.2K0.0%GrowthMediumColumbus, OH2026-10-29
Physician Wealth Advisors, Inc.
40$1.3K0.0%ETFMediumMidvale, UT2026-10-20
New 5%+ stake
No 13F filer matched