Ticker: RGLO CUSIP: 78249U308 Class: GLOBAL EQ ACTIVE
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| SigFig Wealth Management, LLC | 45,693 | $1,357 |
| Virtu Financial LLC | 48,075 | $1 |
| Ausdal Financial Partners, Inc. | 10,030 | $298 |
| COMMONWEALTH EQUITY SERVICES, LLC | 15,171 | $450 |
| GOLDMAN SACHS GROUP INC | 13,085 | $388 |
| US BANCORP \DE\ | 800 | $24 |
| WELLS FARGO & COMPANY/MN | 355 | $11 |
| ROYAL BANK OF CANADA | 233 | $7 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 25,533 | 206,895 | +181,362 (+710.3%) |
| Garden State Investment Advisory Services LLC | 11,544 | 14,841 | +3,297 (+28.6%) |
| Rossby Financial, LCC | 1,339 | 3,803 | +2,464 (+184.0%) |
| Cetera Investment Advisers | 1,931,446 | 2,051,857 | +120,411 (+6.2%) |
| LPL Financial LLC | 2,219,548 | 2,351,832 | +132,284 (+6.0%) |
| Sanctuary Advisors, LLC | 12,185 | 23,210 | +11,025 (+90.5%) |
| TRUIST FINANCIAL CORP | 105,886 | 115,688 | +9,802 (+9.3%) |
| Bank of New York Mellon Corp | 43,712 | 53,824 | +10,112 (+23.1%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,775 | 17,421 | +6,646 (+61.7%) |
| MML INVESTORS SERVICES, LLC | 28,916 | 31,437 | +2,521 (+8.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | 97,242 | 71,114 | -26,128 (-26.9%) |
| NewEdge Wealth, LLC | 20,114 | 19,719 | -395 (-2.0%) |
| Physician Wealth Advisors, Inc. | 141 | 40 | -101 (-71.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| GTS SECURITIES LLC | 7,551 | $215 |
| JANE STREET GROUP, LLC | 42,341 | $1,205 |
| CITADEL ADVISORS LLC | 7,499 | $213 |
| UBS Group AG | 1,568 | $45 |
| OSAIC HOLDINGS, INC. | 340 | $9 |