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Who owns RYLDWhat RYLD owns — n/a

Who owns Global X - Russell 2000 Covered Call ETF?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of RYLD from SEC Form 13F filings across 162 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, 162 institutions disclosed 25.5M shares of Global X - Russell 2000 Covered Call ETF worth $407.7M — about 30.1% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

162

13F holders

$407.7M

value, 2026 filers

30.1%

of shares outstanding (25.5M sh)

19

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%
13Thrive Capital Management, LLC505,492$8.1M1.5%0.6%+7.4%
14Proficio Capital Partners LLCNEW462,895$7.4M0.3%0.5%new
15Venture Visionary Partners LLC343,597$5.5M0.2%0.4%+3.7%
16Baird Financial Group, Inc.317,117$5.1M0.0%0.4%+30.0%
17OSAIC HOLDINGS, INC.315,581$5.0M0.0%0.4%-15.0%
18ENVESTNET ASSET MANAGEMENT INC284,702$4.6M0.0%0.3%-6.0%
19PRINCIPAL SECURITIES, INC.231,075$3.7M0.0%0.3%-47.3%
20INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC220,997$3.5M0.2%0.3%+26.4%
21AE Wealth Management LLC203,550$3.3M0.0%0.2%-2.6%
22NewEdge Advisors, LLC171,262$2.7M0.0%0.2%-7.7%
23CreativeOne Wealth, LLC161,465$2.6M0.1%0.2%+16.2%
24Mesirow Financial Investment Management, Inc.158,466$2.5M0.0%0.2%+3.0%
25FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.148,124$2.4M1.2%0.2%+7.7%

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.