LPL Financial
RGLO

LPL Financial’s Russell Investments Global Equity ETF RGLO Stock Holding History

LPL Financial’s Portfolio RGLO Stock Details RGLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$90.3M Buy
2,774,446
+103,199
+4% +$3.27M 0.02% 721
2026
Q1 		$77.4M Buy
2,671,247
+319,415
+14% +$9.6M 0.02% 713
2025
Q4 		$69.8M Buy
2,351,832
+132,284
+6% +$3.84M 0.02% 712
2025
Q3 		$63.1M Buy
2,219,548
+261,456
+13% +$7.17M 0.02% 735
2025
Q2 		$51.9M Buy
+1,958,092
New +$50.6M 0.02% 748

Other funds holding RGLO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

LPL Financial's RGLO Position: Q2 2026 in Review

LPL Financial increased its Russell Investments Global Equity ETF (RGLO) stake by 3.9% in Q2 2026, buying an estimated $3.27M and bringing the position to 2,774,446 shares worth $90.3M. The position accounts for 0.02% of the portfolio, ranked #721.

LPL Financial first reported a position in RGLO in Q2 2025 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold RGLO as of Q2 2026.

  • LPL Financial held 2,774,446 shares of Russell Investments Global Equity ETF worth $90.3M as of Q2 2026.
  • LPL Financial bought 103,199 Russell Investments Global Equity ETF shares in Q2 2026, an estimated $3.27M.
  • Russell Investments Global Equity ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #721 holding.
  • LPL Financial first reported a position in Russell Investments Global Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 16 funds tracked by Wall St. Rank held Russell Investments Global Equity ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.