Mega
CITADEL ADVISORS LLC
RGLO
1
$1,597,242
100.00%
49,081
—
+37,427
+321.2%
Shares
2026-09-02
This filing is a combination report: the position is filed across the managers below.
Mega
ENVESTNET ASSET MANAGEMENT INC
RGLO
$151,576,497
9489.89%
5,232,369
—
Sold Out
Shares
2026-05-04
Mega
LPL Financial LLC
RGLO
$77,383,354
4844.81%
2,671,247
—
Sold Out
Shares
2026-05-06
Large
Cetera Investment Advisers
RGLO
$66,469,370
4161.51%
2,294,500
—
Sold Out
Shares
2026-05-13
Large
Baird Financial Group, Inc.
RGLO
1
$13,132,429
822.19%
453,327
—
Sold Out
Shares
2026-05-14
This filing is a combination report: the position is filed across the managers below.
Large
TRUIST FINANCIAL CORP
RGLO
1
$3,524,020
220.63%
121,648
—
Sold Out
Shares
2026-04-27
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Truist Advisory Services, Inc.
121,648
$3,524,020
100.0%
Defined
Mid
BENJAMIN EDWARDS INC
RGLO
1
$3,405,914
213.24%
117,571
—
Sold Out
Shares
2026-05-12
This filing is a combination report: the position is filed across the managers below.
Mega
JANE STREET GROUP, LLC
RGLO
1
$1,863,662
116.68%
64,333
—
Sold Out
Shares
2026-05-12
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Jane Street Capital, LLC
64,333
$1,863,662
100.0%
Defined
Mega
Bank of New York Mellon Corp
Bank
RGLO
2
$1,780,984
111.50%
61,479
—
Sold Out
Shares
2026-05-05
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
BNY Mellon Advisors, Inc.
61,478
$1,780,956
100.0%
Defined
Held directly
1
$28
0.0%
Defined
Micro
SigFig Wealth Management, LLC
RGLO
$1,362,991
85.33%
47,050
—
Sold Out
Shares
2026-04-14
Mid
PRINCIPAL SECURITIES, INC.
Broker-Dealer
RGLO
$1,344,769
84.19%
46,421
—
Sold Out
Shares
2026-05-13
Small
AlphaStar Capital Management, LLC
RGLO
$1,080,891
67.67%
37,312
—
Sold Out
Shares
2026-04-15
Mid
Envestnet Portfolio Solutions, Inc.
RGLO
$1,011,626
63.34%
34,921
—
Sold Out
Shares
2026-04-29
Mid
VestGen Advisors, LLC
RGLO
$958,526
60.01%
33,088
—
Sold Out
Shares
2026-05-14
Large
Sanctuary Advisors, LLC
RGLO
$931,527
58.32%
32,156
—
Sold Out
Shares
2026-05-05
Large
MML INVESTORS SERVICES, LLC
RGLO
$840,999
52.65%
29,031
—
Sold Out
Shares
2026-05-04
Micro
VestGen Investment Management
RGLO
$796,039
49.84%
27,479
—
Sold Out
Shares
2026-05-12
Mid
NewEdge Wealth, LLC
RGLO
$531,986
33.31%
18,364
—
Sold Out
Shares
2026-05-13
Large
COMMONWEALTH EQUITY SERVICES, LLC
RGLO
$431,087
26.99%
14,881
—
Sold Out
Shares
2026-04-27
Mega
GOLDMAN SACHS GROUP INC
RGLO
1
$379,059
23.73%
13,085
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
GOLDMAN SACHS & CO. LLC
13,085
$379,059
100.0%
Defined
Mid
Ausdal Financial Partners, Inc.
RGLO
$260,315
16.30%
8,986
—
Sold Out
Shares
2026-05-12
Mid
World Investment Advisors
RGLO
$220,367
13.80%
7,607
—
Sold Out
Shares
2026-04-27
Micro
LOCKERMAN FINANCIAL GROUP, INC.
RGLO
$206,693
12.94%
7,135
—
Sold Out
Shares
2026-04-14
Large
US BANCORP \DE\
Bank
RGLO
1
$162,081
10.15%
5,595
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
U.S. BANCORP ADVISORS, LLC
5,595
$162,081
100.0%
Defined
Mid
HARBOUR INVESTMENTS, INC.
RGLO
$140,499
8.80%
4,850
—
Sold Out
Shares
2026-05-15
Small
Rossby Financial, LCC
RGLO
$71,379
4.47%
2,464
—
Sold Out
Shares
2026-05-11
Mid
IFP Advisors, Inc
RGLO
$26,767
1.68%
924
—
Sold Out
Shares
2026-04-13
Large
OSAIC HOLDINGS, INC.
RGLO
1
$20,307
1.27%
701
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
OSAIC WEALTH, INC.
701
$20,307
100.0%
Defined
Mega
WELLS FARGO & COMPANY/MN
RGLO
1
$10,283
0.64%
355
—
Sold Out
Shares
2026-05-11
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
355
$10,283
100.0%
Defined
Small
Physician Wealth Advisors, Inc.
RGLO
$1,158
0.07%
40
—
Sold Out
Shares
2026-04-24
Large
Steward Partners Investment Advisory, LLC
RGLO
$57
0.00%
2
—
Sold Out
Shares
2026-05-08
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