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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
   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
   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
   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
   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
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 55 - 2024-03-31 185,929 $3,140,000 50,359
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 59 - 2024-03-31 151,650 $2,564,000 19,286
   CI Private Wealth LLC 948 - 2024-03-31 139,894 $2,366,000 63,287
   H D Vest Advisory Services 526 - 2024-03-31 126,281 $2,135,000 10,597
   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
   PFG Investments LLC 259 - 2024-03-31 84,445 $1,428,000 72,992
   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
   Rockefeller Capital Management L.P. 1253 - 2024-03-31 59,279 $1,002,000 32,920
   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
   MULTIFINANCIAL SECURITIES CORP 1274 - 2024-03-31 47,308 $800,000 19,567
   Change Path LLC 496 - 2024-03-31 37,368 $632,000 14,407
   Eudaimonia Partners LLC 138 - 2024-03-31 36,833 $623,000 36,833
   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
   WEDBUSH MORGAN SECURITIES INC 738 - 2024-03-31 23,390 $396,000 1,000
   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
   Patriot Financial Group Insurance Agency LLC 384 - 2024-03-31 16,455 $278,000 900
   COMERICA BANK 2157 - 2024-03-31 16,113 $272,000 4,546
   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
   FLAGSHIP HARBOR ADVISORS LLC 584 - 2024-03-31 14,296 $242,000 1,406
   Castle Rock Wealth Management LLC 213 - 2024-03-31 14,534 $238,000 442
   CREATIVE PLANNING 2459 - 2024-03-31 13,556 $229,000 113
   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
   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
   Founders Financial Alliance LLC 336 - 2024-03-31 5,198 $88,000 460
   CWM LLC 1957 - 2024-03-31 5,019 $85,000 190
   BANK OF MONTREAL /CAN/ 3009 - 2024-03-31 3,050 $52,000 1,000
   ATTICUS WEALTH MANAGEMENT LLC 254 - 2024-03-31 2,592 $44,000 101
   Aspect Partners LLC 322 - 2024-03-31 363 $6,000 62
   DHJJ Financial Advisors Ltd. 613 - 2024-03-31 79 $1,000 26
   FMR LLC 4671 - 2024-03-31 15 $0 12
   J P MORGAN CHASE & CO 6413 - 2024-03-31 3,758 $0 3,757
   AdvisorNet Financial Inc 2536 - 2024-03-31 29 $0 2
  61 Records found
  1    
  Page 1 of 1
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