Who owns RGLO?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of RGLO from SEC Form 13F filings across 34 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 34 institutions disclosed 12.2M shares of RGLO worth $397.8M; the largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
34
13F holders
$397.8M
value, 2026 filers
12.2M
shares disclosed
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of RGLO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 5.6M | $181.2M | 0.0% | — | +6.4% |
| 2 | LPL Financial LLC | 2.8M | $90.3M | 0.0% | — | +3.9% |
| 3 | Cetera Investment Advisers | 2.4M | $79.2M | 0.1% | — | +6.1% |
| 4 | Baird Financial Group, Inc. | 585,358 | $19.0M | 0.0% | — | +29.1% |
| 5 | TRUIST FINANCIAL CORP | 121,894 | $4.0M | 0.0% | — | +0.2% |
| 6 | JANE STREET GROUP, LLC | 117,518 | $3.8M | 0.0% | — | +82.7% |
| 7 | BENJAMIN EDWARDS INC | 113,758 | $3.7M | 0.0% | — | -3.2% |
| 8 | Bank of New York Mellon Corp | 74,582 | $2.4M | 0.0% | — | +21.3% |
| 9 | CITADEL ADVISORS LLC | 49,081 | $1.6M | 0.0% | — | +321.2% |
| 10 | SigFig Wealth Management, LLC | 45,583 | $1.5M | 0.0% | — | -3.1% |
| 11 | Sanctuary Advisors, LLC | 45,508 | $1.5M | 0.0% | — | +41.5% |
| 12 | PRINCIPAL SECURITIES, INC. | 41,831 | $1.4M | 0.0% | — | -9.9% |
| 13 | Envestnet Portfolio Solutions, Inc. | 37,575 | $1.2M | 0.0% | — | +7.6% |
| 14 | AlphaStar Capital Management, LLC | 37,026 | $1.2M | 0.1% | — | -0.8% |
| 15 | VestGen Advisors, LLC | 32,630 | $1.1M | 0.0% | — | -1.4% |
| 16 | VestGen Investment Management | 27,061 | $880,654 | 0.5% | — | -1.5% |
| 17 | MML INVESTORS SERVICES, LLC | 21,051 | $685,083 | 0.0% | — | -27.5% |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 14,657 | $476,980 | 0.0% | — | -1.5% |
| 19 | GOLDMAN SACHS GROUP INC | 13,085 | $425,829 | 0.0% | — | 0.0% |
| 20 | NewEdge Wealth, LLC | 12,386 | $403,081 | 0.0% | — | -32.6% |
| 21 | Concorde Asset Management, LLCNEW | 11,161 | $363,216 | 0.2% | — | new |
| 22 | World Investment Advisors | 9,390 | $304,649 | 0.0% | — | +23.4% |
| 23 | US BANCORP \DE\ | 7,745 | $252,048 | 0.0% | — | +38.4% |
| 24 | Ausdal Financial Partners, Inc. | 7,608 | $247,590 | 0.0% | — | -15.3% |
| 25 | Garden State Investment Advisory Services LLCNEW | 6,525 | $212,345 | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.