RYLD Institutional Ownership & Shareholders
GLOBAL X RUSSELL 2000 COV CL (RYLD) is currently held by 159 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $402.64M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of RYLD tracked by InsiderSet, reporting ownership valued at approximately $64.84M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $62.13M, representing an estimated loss of -4.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed RYLD value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Bank Of America Corp, Morgan Stanley, and several other long-term asset managers with concentrated positions in GLOBAL X RUSSELL 2000 COV CL (RYLD).
This page ranks the largest institutional RYLD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
159
Total Reported Value
$402.64M
Largest Holder
Lpl Financial Llc
Largest Position
$64.84M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 4,055,219 | $64,842,950 | $62,125,955 | -$2,716,995 | -4.19% | |
| Bank Of America Corp | 0.00% | 3,406,123 | $54,463,914 | $52,181,804 | -$2,282,110 | -4.19% | |
| Morgan Stanley | 0.00% | 2,792,826 | $44,657,296 | $42,786,094 | -$1,871,202 | -4.19% | |
| Ameriprise Financial Inc | 0.00% | 1,522,007 | $24,290,349 | $23,317,147 | -$973,202 | -4.01% | |
| Wells Fargo & Company/Mn | 0.00% | 1,047,441 | $16,748,577 | $16,046,796 | -$701,781 | -4.19% | |
| Cetera Investment Advisers | 0.01% | 959,054 | $15,335,277 | $14,692,707 | -$642,570 | -4.19% | |
| Hub Investment Partners, Llc | 0.28% | 942,833 | $15,075,901 | $14,444,202 | -$631,699 | -4.19% | |
| Ubs Group Ag | 0.00% | 648,016 | $10,361,776 | $9,927,605 | -$434,171 | -4.19% | |
| Alphastar Capital Management, Llc | 0.61% | 660,102 | $10,211,779 | $10,112,763 | -$99,016 | -0.97% | |
| Royal Bank Of Canada | 0.00% | 576,239 | $9,213,000 | $8,827,981 | -$385,019 | -4.18% | |
| Raymond James Financial Inc | 0.00% | 575,147 | $9,196,595 | $8,811,252 | -$385,343 | -4.19% | |
| Brookstone Capital Management | 0.09% | 576,002 | $8,910,755 | $8,824,351 | -$86,404 | -0.97% | |
| Thrive Capital Management, Llc | 1.45% | 520,887 | $8,058,122 | $7,979,989 | -$78,133 | -0.97% | |
| Proficio Capital Partners Llc | 0.27% | 462,895 | $7,401,691 | $7,091,551 | -$310,140 | -4.19% | |
| Venture Visionary Partners Llc | 0.15% | 367,187 | $5,680,388 | $5,625,305 | -$55,083 | -0.97% | |
| Baird Financial Group, Inc. | 0.01% | 317,117 | $5,070,701 | $4,858,232 | -$212,469 | -4.19% | |
| Osaic Holdings, Inc. | 0.01% | 315,581 | $5,046,508 | $4,834,701 | -$211,807 | -4.20% | |
| Envestnet Asset Management Inc | 0.00% | 284,702 | $4,552,378 | $4,361,635 | -$190,743 | -4.19% | |
| Principal Securities, Inc. | 0.04% | 231,075 | $3,694,889 | $3,540,069 | -$154,820 | -4.19% | |
| International Assets Investment Management, Llc | 0.19% | 209,018 | $3,239,330 | $3,202,156 | -$37,174 | -1.15% | |
| Foresight Capital Management Advisors, Inc. | 1.46% | 190,577 | $2,948,226 | $2,919,640 | -$28,586 | -0.97% | |
| Newedge Advisors, Llc | 0.01% | 171,262 | $2,738,472 | $2,623,734 | -$114,738 | -4.19% | |
| Creativeone Wealth, Llc | 0.06% | 161,465 | $2,581,823 | $2,473,644 | -$108,179 | -4.19% | |
| Mesirow Financial Investment Management, Inc. | 0.04% | 158,466 | $2,533,856 | $2,427,699 | -$106,157 | -4.19% | |
| Rfg Advisory, Llc | 0.04% | 144,012 | $2,302,752 | $2,206,264 | -$96,488 | -4.19% | |
| Institute For Wealth Management, Llc. | 0.20% | 143,819 | $2,299,669 | $2,203,307 | -$96,362 | -4.19% | |
| Palacios Wealth Management, Llc | 1.30% | 137,782 | $2,203,134 | $2,110,820 | -$92,314 | -4.19% | |
| Nfsg Corp | 0.25% | 141,563 | $2,189,972 | $2,168,745 | -$21,227 | -0.97% | |
| J.W. Cole Advisors, Inc. | 0.04% | 128,847 | $2,060,263 | $1,973,936 | -$86,327 | -4.19% | |
| Janney Montgomery Scott Llc | 0.00% | 125,795 | $2,011,000 | $1,927,179 | -$83,821 | -4.17% | |
| Kestra Advisory Services, Llc | 0.01% | 128,239 | $1,983,859 | $1,964,621 | -$19,238 | -0.97% | |
| Rockefeller Capital Management L.P. | 0.00% | 120,681 | $1,929,697 | $1,848,833 | -$80,864 | -4.19% | |
| Apella Capital, Llc | 0.02% | 122,462 | $1,896,933 | $1,876,118 | -$20,815 | -1.10% | |
| Formidable Asset Management, Llc | 0.25% | 105,494 | $1,577,141 | $1,616,168 | +$39,027 | +2.47% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 99,950 | $1,549,228 | $1,531,234 | -$17,994 | -1.16% | |
| Oneascent Family Office, Llc | 0.70% | 86,866 | $1,388,987 | $1,330,787 | -$58,200 | -4.19% | |
| Stifel Financial Corp | 0.00% | 82,485 | $1,318,938 | $1,263,670 | -$55,268 | -4.19% | |
| Triumph Capital Management | 0.22% | 79,038 | $1,222,719 | $1,210,862 | -$11,857 | -0.97% | |
| Garner Asset Management Corp | 0.39% | 77,978 | $1,189,167 | $1,194,623 | +$5,456 | +0.46% | |
| High Net Worth Advisory Group Llc | 0.24% | 73,179 | $1,132,092 | $1,121,102 | -$10,990 | -0.97% | |
| Riverfront Investment Group, Llc | 0.01% | 67,845 | $1,084,842 | $1,039,385 | -$45,457 | -4.19% | |
| Jaffetilchin Investment Partners, Llc | 0.06% | 65,238 | $1,043,162 | $999,446 | -$43,716 | -4.19% | |
| Solutions 4 Wealth, Ltd | 1.31% | 63,461 | $1,014,748 | $972,223 | -$42,525 | -4.19% | |
| Simplicity Wealth,Llc | 0.03% | 63,823 | $987,346 | $977,768 | -$9,578 | -0.97% | |
| Citadel Advisors Llc | 0.00% | 61,258 | $979,515 | $938,473 | -$41,042 | -4.19% | |
| Dynamic Advisor Solutions Llc | 0.03% | 62,212 | $962,426 | $953,088 | -$9,338 | -0.97% | |
| Nwf Advisory Services Inc. | 0.08% | 58,330 | $902,366 | $893,616 | -$8,750 | -0.97% | |
| Resurgent Financial Advisors Llc | 0.25% | 55,176 | $882,264 | $845,296 | -$36,968 | -4.19% | |
| Oakmont Advisory Group, Llc | 0.72% | 53,634 | $857,607 | $821,673 | -$35,934 | -4.19% | |
| Focused Alpha, Llc | 0.21% | 54,104 | $836,992 | $828,873 | -$8,119 | -0.97% |
Frequently asked questions about RYLD
Who are the largest institutional holders of RYLD?
The largest institutional holders of RYLD reported in the latest SEC Form 13F filings include Lpl Financial Llc, Bank Of America Corp, Morgan Stanley, Ameriprise Financial Inc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported RYLD position.
What is RYLD institutional ownership?
This page tracks RYLD positions reported by institutional investment managers through SEC Form 13F. GLOBAL X RUSSELL 2000 COV CL (RYLD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RYLD?
InsiderSet currently tracks 159 institutional managers reporting RYLD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RYLD shareholders.
How much RYLD stock do institutions own?
Institutional investment managers disclosed approximately $402.64M in RYLD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RYLD institutional ownership last updated?
The latest RYLD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RYLD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RYLD position after the reporting date.
Are institutions buying or selling RYLD?
Institutional buying and selling can be analyzed by comparing RYLD positions across consecutive 13F reporting periods. InsiderSet's RYLD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RYLD ownership changes.
How has RYLD institutional ownership changed over time?
InsiderSet tracks RYLD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.