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Rydex ETF Trust
Q4 2025 vs Q1 2026
Comparing institutional holders between quarters
Quarters
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
All
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Detailed
Historical
Funds
Options
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
1
New
0
Closed
0
Increased
0
Decreased
0
Unchanged
1
No Data
Sort by
Q1 2026 shares — high to low
Q1 2026 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q1 2026 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Shakespeare Wealth Management, LLC
NEW
Shares
63,628
Change
+63,628
Value
$3.0M
Filed 2026-04-30
Meritage Portfolio Management
N/A
Shares
—
from 6,000
Change
-6,000
(-100%)
Value
—
Institution
Status
Q1 2026 ↓
Q4 2025
Change
% Change
Q4 2025 Value
Q1 2026 Value
Value Change
Filed
Shakespeare Wealth Management, LLC
NEW
63,628
—
+63,628
—
—
$3.0M
—
2026-04-30
Meritage Portfolio Management
N/A
—
6,000
-6,000
-100%
$280.1K
—
—
—
Showing 2 of 2 institutions