RYLD Institutional Ownership
Global X - Russell 2000 Covered Call ETF
1W: +0.3%
1M: -3.5%
3M: -1.8%
YTD: +3.0%
1Y: +5.4%
3Y: +19.3%
5Y: +2.5%
$15.60
+0.12 (+0.78%)
Weekly Expected Move ±1.2%
$15
$15
$16
$16
$16
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — RYLD
186
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
406M
Total Invested
18
New Positions
75
Increased
67
Reduced
20
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (202 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4,055,219 | $63M | +393,596 | +10.7% | 22Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 3,406,123 | $53M | +127,458 | +3.9% | 15Q | SEC ↗ |
| 3 | MORGAN STANLEY | 2,792,826 | $44M | +188,526 | +7.2% | 19Q | SEC ↗ |
| 4 | AMERIPRISE FINANCIAL INC | 1,522,007 | $24M | +225,868 | +17.4% | 13Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 1,047,441 | $16M | +40,741 | +4.0% | 17Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 959,054 | $15M | +350,949 | +57.7% | 18Q | SEC ↗ |
| 7 | HUB Investment Partners, LLC | 942,833 | $15M | +41,681 | +4.6% | 13Q | SEC ↗ |
| 8 | AlphaStar Capital Management, LLC | 666,942 | $10M | +19,901 | +3.1% | 13Q | SEC ↗ |
| 9 | UBS Group AG | 648,016 | $10M | -28,721 | -4.2% | 18Q | SEC ↗ |
| 10 | Brookstone Capital Management | 605,928 | $9M | +18,166 | +3.1% | 19Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 576,239 | $9M | +20,037 | +3.6% | 20Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 575,147 | $9M | +31,473 | +5.8% | 7Q | SEC ↗ |
| 13 | Thrive Capital Management, LLC | 505,492 | $8M | +34,949 | +7.4% | 5Q | SEC ↗ |
| 14 | Proficio Capital Partners LLC NEW | 462,895 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Venture Visionary Partners LLC | 343,597 | $5M | +12,161 | +3.7% | 9Q | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 317,117 | $5M | +73,103 | +30.0% | 20Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 315,581 | $5M | -55,629 | -15.0% | 26Q | SEC ↗ |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 284,702 | $4M | -18,170 | -6.0% | 24Q | SEC ↗ |
| 19 | PRINCIPAL SECURITIES, INC. | 231,075 | $4M | -207,106 | -47.3% | 3Q | SEC ↗ |
| 20 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 220,997 | $3M | +46,197 | +26.4% | 11Q | SEC ↗ |
| 21 | AE Wealth Management LLC | 203,550 | $3M | -5,433 | -2.6% | 7Q | SEC ↗ |
| 22 | NewEdge Advisors, LLC | 171,262 | $3M | -14,341 | -7.7% | 15Q | SEC ↗ |
| 23 | CreativeOne Wealth, LLC | 161,465 | $3M | +22,511 | +16.2% | 12Q | SEC ↗ |
| 24 | Mesirow Financial Investment Managemen | 158,466 | $2M | +4,653 | +3.0% | 11Q | SEC ↗ |
| 25 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, | 148,124 | $2M | +10,532 | +7.7% | 5Q | SEC ↗ |
| 26 | RFG Advisory, LLC | 144,012 | $2M | +1,653 | +1.2% | 8Q | SEC ↗ |
| 27 | Institute for Wealth Management, LLC. | 143,819 | $2M | -1,249 | -0.9% | 14Q | SEC ↗ |
| 28 | Palacios Wealth Management, LLC | 137,782 | $2M | -23,907 | -14.8% | 7Q | SEC ↗ |
| 29 | NFSG Corp | 135,883 | $2M | -1,498 | -1.1% | 18Q | SEC ↗ |
| 30 | Kestra Advisory Services, LLC | 129,163 | $2M | -19,556 | -13.1% | 22Q | SEC ↗ |
| 31 | J.W. COLE ADVISORS, INC. | 128,847 | $2M | +1,399 | +1.1% | 18Q | SEC ↗ |
| 32 | Janney Montgomery Scott LLC | 125,795 | $2M | -203 | -0.2% | 19Q | SEC ↗ |
| 33 | Apella Capital, LLC | 123,263 | $2M | -3,943 | -3.1% | 2Q | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 120,681 | $2M | +21,706 | +21.9% | 19Q | SEC ↗ |
| 35 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 112,543 | $2M | -3,137 | -2.7% | 7Q | SEC ↗ |
| 36 | Formidable Asset Management, LLC | 105,494 | $2M | -7,117 | -6.3% | 8Q | SEC ↗ |
| 37 | OneAscent Family Office, LLC | 86,866 | $1M | +24,915 | +40.2% | 4Q | SEC ↗ |
| 38 | STIFEL FINANCIAL CORP | 82,485 | $1M | -7,403 | -8.2% | 15Q | SEC ↗ |
| 39 | Garner Asset Management Corp | 80,619 | $1M | +10,541 | +15.0% | 10Q | SEC ↗ |
| 40 | Triumph Capital Management | 79,978 | $1M | +2,735 | +3.5% | 12Q | SEC ↗ |
| 41 | Cambridge Investment Research Advisors | 79,774 | $1M | +1,510 | +1.9% | 28Q | SEC ↗ |
| 42 | High Net Worth Advisory Group LLC | 71,726 | $1M | +1,137 | +1.6% | 19Q | SEC ↗ |
| 43 | RiverFront Investment Group, LLC | 67,845 | $1M | +7,941 | +13.3% | 10Q | SEC ↗ |
| 44 | Solutions 4 Wealth, Ltd | 63,461 | $990K | +1,801 | +2.9% | 11Q | SEC ↗ |
| 45 | CITADEL ADVISORS LLC | 61,258 | $956K | +41,731 | +213.7% | 2Q | SEC ↗ |
| 46 | NWF Advisory Services Inc. | 57,780 | $901K | -3,100 | -5.1% | 6Q | SEC ↗ |
| 47 | Resurgent Financial Advisors LLC | 55,176 | $861K | +3,522 | +6.8% | 4Q | SEC ↗ |
| 48 | Dynamic Advisor Solutions LLC | 55,087 | $859K | +9,600 | +21.1% | 9Q | SEC ↗ |
| 49 | Fiduciary Alliance LLC | 54,123 | $844K | +3,079 | +6.0% | 4Q | SEC ↗ |
| 50 | Oakmont Advisory Group, LLC | 53,634 | $837K | +4,175 | +8.4% | 3Q | SEC ↗ |
Recent Activity
New Positions (18)
| Holder | Shares | Value |
|---|---|---|
| Proficio Capital Partners LLC | 462,895 | $7M |
| Arete Wealth Advisors, LLC | 41,005 | $640K |
| MILESTONE ASSET MANAGEMENT, LLC | 38,353 | $598K |
| Mariner, LLC | 20,712 | $323K |
| Y-Intercept (Hong Kong) Ltd | 15,442 | $241K |
| Tactive Advisors, LLC | 13,803 | $215K |
| FLAGSHIP HARBOR ADVISORS, LLC | 12,991 | $203K |
| Chicago Partners Investment Group L | 11,912 | $186K |
| SILVER OAK SECURITIES, INCORPORATED | 10,081 | $157K |
| IFG Advisory, LLC | 6,050 | $94K |
| Quent Capital, LLC | 3,750 | $58K |
| Integrated Wealth Concepts LLC | 1,350 | $21K |
| Realta Investment Advisors | 1,066 | $17K |
| Avion Wealth | 1,000 | $16K |
| SHP Wealth Management | 450 | $7K |
| SIMS INVESTMENT MANAGEMENT, LLC | 383 | $6K |
| LifeSteps Financial, Inc. | 175 | $3K |
| JONES FINANCIAL COMPANIES LLLP | 42 | $1K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 49,867 | $778K |
| IMC-Chicago, LLC | 38,934 | $607K |
| HRT FINANCIAL LP | 34,610 | $540K |
| Clearstead Advisors, LLC | 20,282 | $316K |
| TrueMark Investments, LLC | 17,716 | $276K |
| WINNOW WEALTH LLC | 16,284 | $254K |
| Atlas Private Wealth Advisors | 16,185 | $252K |
| Patriot Financial Group Insurance A | 12,358 | $193K |
| Simplicity Wealth,LLC | 11,996 | $187K |
| Lifestyle Asset Management, Inc. | 11,787 | $184K |
| OPPENHEIMER & CO INC | 11,651 | $182K |
| TWO SIGMA SECURITIES, LLC | 11,169 | $174K |
| Perissos Private Wealth Management, | 10,476 | $163K |
| LEIGH BALDWIN & CO., LLC | 10,047 | $157K |
| Camelot Portfolios, LLC | 9,454 | $147K |
| WealthShield Partners, LLC | 9,313 | $145K |
| Western Wealth Management, LLC | 8,892 | $139K |
| Luminist Capital LLC | 4,778 | $75K |
| GROUP ONE TRADING LLC | 3,317 | $52K |
| SIMPLEX TRADING, LLC | 3,019 | $47K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +393,596 | +10.7% | 4,055,219 |
| Cetera Investment Advisers | +350,949 | +57.7% | 959,054 |
| AMERIPRISE FINANCIAL INC | +225,868 | +17.4% | 1,522,007 |
| MORGAN STANLEY | +188,526 | +7.2% | 2,792,826 |
| BANK OF AMERICA CORP /DE | +127,458 | +3.9% | 3,406,123 |
| Baird Financial Group, Inc. | +73,103 | +30.0% | 317,117 |
| INTERNATIONAL ASSETS INVESTMENT MAN | +46,197 | +26.4% | 220,997 |
| CITADEL ADVISORS LLC | +41,731 | +213.7% | 61,258 |
| HUB Investment Partners, LLC | +41,681 | +4.6% | 942,833 |
| WELLS FARGO & COMPANY/MN | +40,741 | +4.0% | 1,047,441 |
| Thrive Capital Management, LLC | +34,949 | +7.4% | 505,492 |
| RAYMOND JAMES FINANCIAL INC | +31,473 | +5.8% | 575,147 |
| OneAscent Family Office, LLC | +24,915 | +40.2% | 86,866 |
| CreativeOne Wealth, LLC | +22,511 | +16.2% | 161,465 |
| Rockefeller Capital Management L.P. | +21,706 | +21.9% | 120,681 |
| SALEM INVESTMENT COUNSELORS INC | +20,900 | +480.5% | 25,250 |
| ROYAL BANK OF CANADA | +20,037 | +3.6% | 576,239 |
| AlphaStar Capital Management, LLC | +19,901 | +3.1% | 666,942 |
| Brookstone Capital Management | +18,166 | +3.1% | 605,928 |
| FOCUSED ALPHA, LLC | +15,750 | +67.1% | 39,214 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | -207,106 | -47.3% | 231,075 |
| Private Advisor Group, LLC | -88,575 | -86.4% | 13,936 |
| OSAIC HOLDINGS, INC. | -55,629 | -15.0% | 315,581 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -29,730 | -68.2% | 13,864 |
| UBS Group AG | -28,721 | -4.2% | 648,016 |
| Stratos Wealth Partners, LTD. | -27,727 | -34.8% | 51,938 |
| Palacios Wealth Management, LLC | -23,907 | -14.8% | 137,782 |
| Kestra Advisory Services, LLC | -19,556 | -13.1% | 129,163 |
| Independent Advisor Alliance | -18,598 | -36.1% | 32,877 |
| ENVESTNET ASSET MANAGEMENT INC | -18,170 | -6.0% | 284,702 |
| MERCER GLOBAL ADVISORS INC /ADV | -15,560 | -94.7% | 864 |
| SageGuard Financial Group, LLC | -14,459 | -23.3% | 47,698 |
| NewEdge Advisors, LLC | -14,341 | -7.7% | 171,262 |
| Equitable Holdings, Inc. | -10,962 | -22.4% | 37,867 |
| STIFEL FINANCIAL CORP | -7,403 | -8.2% | 82,485 |
| Formidable Asset Management, LLC | -7,117 | -6.3% | 105,494 |
| AE Wealth Management LLC | -5,433 | -2.6% | 203,550 |
| Trilogy Capital Inc. | -5,408 | -10.2% | 47,501 |
| Apella Capital, LLC | -3,943 | -3.1% | 123,263 |
| StoneX Group Inc. | -3,943 | -26.2% | 11,110 |