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Get Institutions for : 
Global X Russell 2000 Covered Call Etf (RYLD)  
$16.49 0.06 (0.36%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 124    7
Total shares held : 
 16,809,767  
% of shares held : 
 18.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   13  
Amount of shares held : 
 -677,906  
% of shares held change : 
   -0.75%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $16.85  
Last Quarter's Ending Price : 
 $16.74  
Last Quarter's Average Price : 
 $16.59  
Change from last quarter's     
avg. price to the last closing  : 
0.10 (0.6%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 654,722
 3.89%
 
Increased Positions :
55
 1,792,937
 10.67%
 
Unchanged Positions :
22
 223,120
 1.33%
 
Decreased Positions :
35
-2,766,675
-16.46%
 
Closed Positions :
19
-358,890
-2.14%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1965 - 2024-03-31 2,340,424 $39,577,000 129,504
   LPL FINANCIAL CORP 697 - 2024-03-31 2,002,583 $33,864,000 -743,169
   BANK OF AMERICA CORP /DE/ 1632 - 2024-03-31 1,779,693 $30,095,000 -25,990
   AMERIPRISE FINANCIAL INC 1457 - 2024-03-31 909,130 $15,349,000 154,446
   WELLS FARGO & CO/MN 1472 - 2024-03-31 648,553 $10,967,000 25,345
   ROYAL BANK OF CANADA 1460 - 2024-03-31 618,537 $10,459,000 -298,834
   Advisor Group Holdings Inc. 770 - 2024-03-31 489,960 $8,285,000 66,837
   UBS Group AG 1787 - 2024-03-31 462,475 $7,820,000 68,633
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 930 - 2024-03-31 439,770 $7,437,000 14,773
   Brookstone Capital Management 175 - 2024-03-31 420,808 $7,116,000 7,102
   TCG Advisory Services LLC 63 - 2024-03-31 402,721 $6,810,000 87,672
   CENTAURUS FINANCIAL INC. 48 - 2024-03-31 400,274 $6,769,000 -22,383
   JANNEY MONTGOMERY SCOTT LLC 698 - 2024-03-31 350,838 $5,933,000 43,070
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 4 - 2024-03-31 333,012 $5,631,000 45,177
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 786 - 2024-03-31 274,415 $4,640,000 -1,205
   RAYMOND JAMES & ASSOCIATES 1727 - 2024-03-31 238,721 $4,037,000 -3,787
   AlphaStar Capital Management LLC 35 - 2024-03-31 226,253 $3,826,000 51,368
   FINANCIAL NETWORK 735 - 2024-03-31 226,044 $3,822,000 36,611
   Baird Financial Group Inc. 753 - 2024-03-31 223,852 $3,785,000 15,818
   FinTrust Capital Advisors LLC 29 - 2024-03-31 191,210 $3,233,000 -3,501
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 55 - 2024-03-31 185,929 $3,140,000 50,359
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 155 *New 2024-03-31 177,245 $2,997,000 177,245
   ENVESTNET ASSET MANAGEMENT INC 2388 - 2024-03-31 156,196 $2,641,000 -115,563
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 59 - 2024-03-31 151,650 $2,564,000 19,286
   Atlas Private Wealth Advisors 23 - 2024-03-31 140,842 $2,381,000 -151,326
   CI Private Wealth LLC 948 - 2024-03-31 139,894 $2,366,000 63,287
   Sowell Financial Services LLC 218 - 2024-03-31 127,060 $2,149,000 -30,699
   H D Vest Advisory Services 526 - 2024-03-31 126,281 $2,135,000 10,597
   Atria Wealth Solutions Inc. 626 - 2024-03-31 121,019 $2,046,000 -17,500
   High Net Worth Advisory Group LLC 41 - 2024-03-31 112,842 $1,908,000 58,463
   Goss Wealth Management LLC 711 - 2024-03-31 110,598 $1,870,000 37,640
   Private Advisor Group LLC 961 - 2024-03-31 87,960 $1,487,000 -3,698
   PFG Investments LLC 259 - 2024-03-31 84,445 $1,428,000 72,992
   Kingsview Wealth Management LLC 423 - 2024-03-31 79,500 $1,344,000 -4,740
   Investment Partners Asset Management Inc. 21 - 2024-03-31 79,434 $1,343,000 1,009
   Kestra Advisory Services LLC 1100 - 2024-03-31 74,208 $1,255,000 4,314
   COMMONWEALTH EQUITY SERVICES LLC. 2112 - 2024-03-31 69,128 $1,169,000 -27,091
   J.W. COLE ADVISORS INC. 314 - 2024-03-31 68,416 $1,157,000 -1,770
   IHT Wealth Management LLC 382 - 2024-03-31 66,961 $1,132,000 -1,689
   Rockefeller Capital Management L.P. 1253 - 2024-03-31 59,279 $1,002,000 32,920
   CoreFirst Bank & Trust 42 - 2024-03-31 55,203 $933,000 -262
   Solutions 4 Wealth Ltd 11 - 2024-03-31 54,689 $925,000 11,673
   Qube Research & Technologies Ltd 1860 - 2024-03-31 54,315 $918,000 19,685
   STIFEL FINANCIAL CORP 2236 - 2024-03-31 53,467 $904,000 7,944
   Garner Asset Management Corp 80 - 2024-03-31 48,524 $821,000 48,524
   NATIONAL ASSET MANAGEMENT, INC. 594 - 2024-03-31 47,487 $810,000 -3,787
   Equitable Holdings Inc. 669 - 2024-03-31 47,511 $803,000 -1,094
   MULTIFINANCIAL SECURITIES CORP 1274 - 2024-03-31 47,308 $800,000 19,567
   MAS Advisors LLC 28 - 2024-03-31 47,208 $798,000 0
   Koshinski Asset Management Inc. 281 *New 2024-03-31 38,543 $652,000 38,543
   IFP Advisors Inc 490 - 2023-12-31 38,179 $639,000 -127,409
   Change Path LLC 496 - 2024-03-31 37,368 $632,000 14,407
   CIBC WORLD MARKETS INC. 856 - 2024-03-31 37,300 $631,000 -7,200
   Eudaimonia Partners LLC 138 - 2024-03-31 36,833 $623,000 36,833
   Sandbox Financial Partners LLC 54 *New 2024-03-31 34,913 $590,000 34,913
   Ameritas Advisory Services LLC 513 *New 2024-03-31 35,326 $582,000 35,326
   Sigma Planning Corp 697 - 2024-03-31 34,360 $581,000 21,074
   Chicago Partners Investment Group LLC 446 - 2024-03-31 30,479 $498,000 12,652
   Smartleaf Asset Management LLC 186 - 2024-03-31 29,175 $490,000 5,607
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 425 - 2024-03-31 27,701 $468,000 7,101
   Newbridge Financial Services Group Inc. 103 - 2024-03-31 27,375 $463,000 7,413
   Accel Wealth Management 118 - 2024-03-31 26,233 $444,000 426
   EUDAIMONIA ADVISORS LLC 110 *New 2024-03-31 25,506 $431,000 25,506
   Foundations Investment Advisors LLC 511 - 2024-03-31 23,518 $398,000 -8,423
   WEDBUSH MORGAN SECURITIES INC 738 - 2024-03-31 23,390 $396,000 1,000
   MARINER WEALTH ADVISORS, LLC 2271 - 2024-03-31 21,705 $367,000 -2,020
   BANK OF NEW YORK MELLON CORP 3625 - 2024-03-31 20,101 $340,000 -3
   QP WEALTH MANAGEMENT LLC 45 - 2023-09-30 19,385 $331,000 220
   Emerald Investment Partners LLC 227 - 2024-03-31 19,433 $329,000 475
   BAKER AVENUE ASSET MANAGEMENT, LP 292 - 2024-03-31 19,408 $328,000 269
   Triumph Capital Management 165 - 2024-03-31 18,301 $309,000 4,445
   Wealthfront Advisers LLC 804 *New 2024-03-31 17,745 $300,000 17,745
   Patriot Financial Group Insurance Agency LLC 384 - 2024-03-31 16,455 $278,000 900
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4127 - 2024-03-31 16,405 $277,000 -4,049
   Union Bankshares Corp 252 - 2024-03-31 16,156 $273,000 0
   COMERICA BANK 2157 - 2024-03-31 16,113 $272,000 4,546
   Western Wealth Management LLC 534 - 2024-03-31 15,989 $270,000 -800
   RIVERFRONT INVESTMENT GROUP, LLC 106 *New 2024-03-31 15,706 $266,000 15,706
   DAVIDSON D A & CO 1216 - 2024-03-31 15,510 $262,000 2,276
   SRS Capital Advisors Inc. 270 - 2024-03-31 14,613 $247,000 449
   Beacon Pointe Advisors LLC 1154 - 2024-03-31 14,490 $245,000 0
   FLAGSHIP HARBOR ADVISORS LLC 584 - 2024-03-31 14,296 $242,000 1,406
   HARBOUR INVESTMENTS INC. 795 - 2023-12-31 14,269 $239,000 0
   Castle Rock Wealth Management LLC 213 - 2024-03-31 14,534 $238,000 442
   Weaver Consulting Group 178 - 2024-03-31 13,701 $232,000 -1,843
   CREATIVE PLANNING 2459 - 2024-03-31 13,556 $229,000 113
   FIRST HEARTLAND CONSULTANTS INC 381 *New 2024-03-31 13,549 $229,000 13,549
   Sequent Planning LLC 128 - 2024-03-31 13,428 $227,000 0
   Apollon Wealth Management LLC 984 - 2024-03-31 13,348 $226,000 16
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1501 - 2024-03-31 13,041 $221,000 274
   Cornerstone Advisory LLP 214 - 2024-03-31 12,759 $216,000 -6,895
   Colonial River Wealth Management LLC 155 - 2024-03-31 12,763 $216,000 -63,867
   Retirement Planning Co of New England Inc. 207 *New 2024-03-31 12,341 $209,000 12,341
   KESTRA PRIVATE WEALTH SERVICES LLC 1191 - 2024-03-31 11,797 $199,000 582
   Cresset Asset Management LLC 1759 - 2024-03-31 11,734 $198,000 375
   Good Life Advisors LLC 438 *New 2024-03-31 10,491 $177,000 10,491
   Lifeworks Advisors LLC 223 - 2024-03-31 10,221 $173,000 -6,918
   Cascade Financial Partners LLC 220 - 2024-03-31 10,050 $168,000 0
   NBC SECURITIES INC. 948 - 2024-03-31 6,592 $111,000 -7
   HOWE & RUSLING INC 266 - 2024-03-31 6,416 $108,000 0
  100 Records found
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