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Who owns RYLDWhat RYLD owns — n/a

Who owns Global X - Russell 2000 Covered Call ETF?

Institutional ownership of RYLD from SEC Form 13F filings across 122 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.

122

13F holders

$365.1M

value, 2026 filers

27.3%

of shares outstanding (23.1M sh)

16

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 RYLD's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1LPL Financial LLC4.1M$64.8M0.0%4.8%+10.7%
2BANK OF AMERICA CORP /DE/3.4M$54.5M0.0%4%+3.9%
3MORGAN STANLEY2.8M$44.7M0.0%3.3%+7.2%
4AMERIPRISE FINANCIAL INC1.5M$24.3M0.0%1.8%+17.4%
5WELLS FARGO & COMPANY/MN1.0M$16.7M0.0%1.2%+4.0%
6Cetera Investment Advisers959,054$15.3M0.0%1.1%+57.7%
7HUB Investment Partners, LLC942,833$15.1M0.3%1.1%+4.6%
8AlphaStar Capital Management, LLC666,942$10.7M0.7%0.8%+3.1%
9UBS Group AG648,016$10.4M0.0%0.8%-4.2%
10Brookstone Capital Management605,928$9.7M0.1%0.7%+3.1%
11ROYAL BANK OF CANADA576,239$9.2M0.0%0.7%+3.6%
12RAYMOND JAMES FINANCIAL INC575,147$9.2M0.0%0.7%+5.8%
13Venture Visionary Partners LLC343,597$5.5M0.2%0.4%+3.7%
14Baird Financial Group, Inc.317,117$5.1M0.0%0.4%+30.0%
15OSAIC HOLDINGS, INC.315,581$5.0M0.0%0.4%-15.0%
16ENVESTNET ASSET MANAGEMENT INC284,702$4.6M0.0%0.3%-6.0%
17PRINCIPAL SECURITIES, INC.231,075$3.7M0.0%0.3%-47.3%
18INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC220,997$3.5M0.2%0.3%+26.4%
19AE Wealth Management LLC203,550$3.3M0.0%0.2%-2.6%
20NewEdge Advisors, LLC171,262$2.7M0.0%0.2%-7.7%
21Cambridge Investment Research Advisors, Inc.159,548$2,5520.0%0.2%+103.9%
22Mesirow Financial Investment Management, Inc.158,466$2.5M0.0%0.2%+3.0%
23RFG Advisory, LLC144,012$2.3M0.0%0.2%+1.2%
24Institute for Wealth Management, LLC.143,819$2.3M0.2%0.2%-0.9%
25NFSG Corp135,883$2.2M0.3%0.2%-1.1%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.