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Russell Invest GLB Eq-Usd in (RGLO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,894,331 from 2,774,446
Change+119,885 (+4%)
Value$96.1M (+$5.8M)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares117,700 from 121,894
Change-4,194 (-3%)
Value$3.9M (-$59.2K)
Filed 2026-10-30
Bank of New York Mellon Corp
INCREASED
Shares91,163 from 74,582
Change+16,581 (+22%)
Value$3.0M (+$599.5K)
Filed 2026-11-05
SigFig Wealth Management, LLC
INCREASED
Shares46,257 from 45,583
Change+674 (+1%)
Value$1.5M (+$62.5K)
Filed 2026-10-07
AlphaStar Capital Management, LLC
INCREASED
Shares37,176 from 37,026
Change+150 (+0%)
Value$1.2M (+$29.3K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
INCREASED
Shares15,257 from 14,657
Change+600 (+4%)
Value$506.5K (+$29.6K)
Filed 2026-11-02
Lockerman Financial Group, Inc.
DECREASED
Shares6,907 from 7,135
Change-228 (-3%)
Value$229.3K (-$2.9K)
Filed 2026-10-19
Harbour Investments, Inc.
DECREASED
Shares4,753 from 4,833
Change-80 (-2%)
Value$157.8K (+$517)
Filed 2026-11-09
US Bancorp \de\
DECREASED
Shares2,639 from 7,745
Change-5,106 (-66%)
Value$87.6K (-$164.4K)
Filed 2026-11-05
Rossby Financial, LCC
UNCHANGED
Shares1,619 from 1,619
Change0 (0%)
Value$53.8K (+$1.1K)
Filed 2026-11-05
IFP Advisors, Inc
UNCHANGED
Shares924 from 924
Change0 (0%)
Value$30.7K (+$607)
Filed 2026-10-16
UBS Group AG
INCREASED
Shares579 from 183
Change+396 (+216%)
Value$19.2K (+$13.3K)
Filed 2026-11-10
Signature Equity Partners, LLC
NEW
Shares156
Change+156
Value$5.2K
Filed 2026-10-29
Physician Wealth Advisors, Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.3K (+$26)
Filed 2026-10-20
VestGen Advisors, LLC
CLOSED
Shares0 from 32,630
Change-32,630 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-27
Envestnet Asset Management Inc
N/A
Shares— from 5,569,114
Change-5,569,114 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,433,988
Change-2,433,988 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 585,358
Change-585,358 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 117,518
Change-117,518 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 113,758
Change-113,758 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 49,081
Change-49,081 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 45,508
Change-45,508 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 41,831
Change-41,831 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 37,575
Change-37,575 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 27,061
Change-27,061 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 21,051
Change-21,051 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 13,085
Change-13,085 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 12,386
Change-12,386 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 11,161
Change-11,161 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 9,390
Change-9,390 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 7,608
Change-7,608 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 6,525
Change-6,525 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,832
Change-3,832 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 327
Change-327 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 101
Change-101 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 101
Change-101 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
Status
LPL Financial LLC
INCREASED2,894,3312,774,446+119,885+4%$90.3M$96.1M+$5.8M2026-11-06
Truist Financial Corp
DECREASED117,700121,894-4,194-3%$4.0M$3.9M-$59.2K2026-10-30
Bank of New York Mellon Corp
INCREASED91,16374,582+16,581+22%$2.4M$3.0M+$599.5K2026-11-05
SigFig Wealth Management, LLC
INCREASED46,25745,583+674+1%$1.5M$1.5M+$62.5K2026-10-07
AlphaStar Capital Management, LLC
INCREASED37,17637,026+150+0%$1.2M$1.2M+$29.3K2026-10-16
Commonwealth Equity Services, LLC
INCREASED15,25714,657+600+4%$477.0K$506.5K+$29.6K2026-11-02
Lockerman Financial Group, Inc.
DECREASED6,9077,135-228-3%$232.2K$229.3K-$2.9K2026-10-19
Harbour Investments, Inc.
DECREASED4,7534,833-80-2%$157.3K$157.8K+$5172026-11-09
US Bancorp \de\
DECREASED2,6397,745-5,106-66%$252.0K$87.6K-$164.4K2026-11-05
Rossby Financial, LCC
UNCHANGED1,6191,61900%$52.7K$53.8K+$1.1K2026-11-05
IFP Advisors, Inc
UNCHANGED92492400%$30.1K$30.7K+$6072026-10-16
UBS Group AG
INCREASED579183+396+216%$6.0K$19.2K+$13.3K2026-11-10
Signature Equity Partners, LLC
NEW156—+156——$5.2K—2026-10-29
Physician Wealth Advisors, Inc.
UNCHANGED404000%$1.3K$1.3K+$262026-10-20
VestGen Advisors, LLC
CLOSED032,630-32,630-100%$1.1M$0-$1.1M2026-10-27
Envestnet Asset Management Inc
N/A—5,569,114-5,569,114-100%$181.2M———
Cetera Investment Advisers
N/A—2,433,988-2,433,988-100%$79.2M———
Baird Financial Group, Inc.
N/A—585,358-585,358-100%$19.0M———
Jane Street Group, LLC
N/A—117,518-117,518-100%$3.8M———
Benjamin Edwards Inc
N/A—113,758-113,758-100%$3.7M———
Citadel Advisors LLC
N/A—49,081-49,081-100%$1.6M———
Sanctuary Advisors, LLC
N/A—45,508-45,508-100%$1.5M———
Principal Securities, Inc.
N/A—41,831-41,831-100%$1.4M———
Envestnet Portfolio Solutions, Inc.
N/A—37,575-37,575-100%$1.2M———
VestGen Investment Management
N/A—27,061-27,061-100%$880.7K———
MML Investors Services, LLC
N/A—21,051-21,051-100%$685.1K———
Goldman Sachs Group Inc
N/A—13,085-13,085-100%$425.8K———
NewEdge Wealth, LLC
N/A—12,386-12,386-100%$403.1K———
Concorde Asset Management, LLC
N/A—11,161-11,161-100%$363.2K———
World Investment Advisors
N/A—9,390-9,390-100%$304.6K———
Ausdal Financial Partners, Inc.
N/A—7,608-7,608-100%$247.6K———
Garden State Investment Advisory Services LLC
N/A—6,525-6,525-100%$212.3K———
Osaic Holdings, Inc.
N/A—3,832-3,832-100%$124.7K———
Arax Advisory Partners
N/A—327-327-100%$10.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—101-101-100%$3.3K———
BFC Planning, Inc.
N/A—101-101-100%$3.3K———
Steward Partners Investment Advisory, LLC
N/A—88-88-100%$2.9K———
Showing 37 of 37 institutions