RIFR — Russell Invts Exchange Trade Institutional Holders · Q2 2026
Who owns Russell Invts Exchange Trade (RIFR)? 21 institutions reported holding $47.47M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Envestnet Asset Management Inc ($16.3M), Arkadios Wealth Advisors ($12.2M), LPL Financial LLC ($8.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $16.3M | 573,006 | Added |
| 2 | Arkadios Wealth Advisors | $12.2M | 426,512 | Added |
| 3 | LPL Financial LLC | $8.1M | 284,228 | Added |
| 4 | Cetera Investment Advisers | $6.1M | 215,792 | Added |
| 5 | Baird Financial Group, Inc. | $1.7M | 60,491 | Added |
| 6 | JANE STREET GROUP, LLC | $714,976 | 25,097 | Added |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $655,008 | 22,992 | Added |
| 8 | ROTHSCHILD INVESTMENT LLC | $579,314 | 20,335 | Trimmed |
| 9 | TRUIST FINANCIAL CORP | $353,434 | 12,406 | Added |
| 10 | BENJAMIN EDWARDS INC | $338,397 | 11,880 | Trimmed |
| 11 | Bank of New York Mellon Corp | $208,336 | 7,313 | New |
| 12 | MORGAN STANLEY | $133,896 | 4,700 | New |
| 13 | US BANCORP \DE\ | $14,786 | 519 | Added |
| 14 | HARBOUR INVESTMENTS, INC. | $14,387 | 505 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $9,627 | 338 | New |
| 16 | Rossby Financial, LCC | $4,131 | 145 | Trimmed |
| 17 | IFP Advisors, Inc | $2,365 | 83 | Hold |
| 18 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $370 | 13 | Hold |
| 19 | Steward Partners Investment Advisory, LLC | $228 | 8 | New |
| 20 | Virtu Financial LLC | $0 | 0 | Exited |
| 21 | WELLS FARGO & COMPANY/MN | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30