Home › RLY

Who holds RLY

SSGA ACTIVE ETF TR · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
ENVESTNET ASSET MANAGEMENT INC2.2M$74.6M0.0%
HANTZ FINANCIAL SERVICES, INC.2.1M$72.9M1.0%
D.A. DAVIDSON & CO.1.6M$55.7M0.3%
RAYMOND JAMES FINANCIAL INC1.6M$55.5M0.0%
BANK OF AMERICA CORP /DE/1.4M$49.6M0.0%
MORGAN STANLEY1.3M$43.7M0.0%
Savant Capital, LLC1.2M$40.8M0.1%
TOBIAS FINANCIAL ADVISORS, INC.1.1M$37.2M4.7%
LPL Financial LLC864.6K$29.8M0.0%
Capital Analysts, LLC701.4K$24.2M0.6%
Wealth Enhancement Trust Services, Inc.665.3K$23.0M2.6%
Trilogy Capital Inc.664.2K$22.9M0.9%
SENTINEL PENSION ADVISORS, LLC575.1K$20.5M2.7%
Johnson Bixby & Associates, LLC529.2K$18.3M2.0%
New England Capital Financial Advisors LLC508.2K$17.5M4.2%
Private Wealth Asset Management, LLC482.9K$16.7M1.6%
EARNED WEALTH ADVISORS, LLC412.5K$14.2M0.9%
Private Advisor Group, LLC401.5K$13.9M0.1%
Smartleaf Asset Management LLC400.2K$13.8M0.4%
Eldridge Investment Advisors, Inc.399.8K$13.8M2.7%
First National Advisers, LLC391.4K$13.5M1.9%
THRIVENT FINANCIAL FOR LUTHERANS352.1K$12.1M0.0%
Curi Capital, LLC350.5K$12.1M0.2%
Freedom Financial Partners LLC341.7K$11.8M3.8%
First Heartland Consultants, Inc.297.1K$10.3M0.7%
Harbor Group, Inc.295.8K$10.2M1.2%
Tilson Financial Group, Inc.284.7K$9.8M2.7%
Focus Partners Wealth283.1K$9.8M0.0%
Pinnacle Financial Partners, Inc.279.9K$9.7M0.1%
RFG - Bristol Wealth Advisors, LLC272.6K$9.4M2.3%
Intrua Financial, LLC251.7K$8.7M0.8%
PRIVATE CLIENT SERVICES, LLC239.1K$8.7M2.3%
JPMORGAN CHASE & CO206.6K$7.1M0.0%
WELLS FARGO & COMPANY/MN187.6K$6.5M0.0%
CATALYST FINANCIAL PARTNERS LLC176.9K$6.1M0.6%
Bank of New York Mellon Corp161.4K$5.6M0.0%
Belpointe Asset Management LLC161.2K$5.6M0.2%
Fortis Capital Advisors, LLC161.2K$5.6M0.6%
Larson Financial Group LLC146.9K$5.1M0.1%
UBS Group AG135.8K$4.7M0.0%
Trinity Wealth Management, LLC132.3K$4.6M1.4%
ROYAL BANK OF CANADA126.3K$4.4M0.0%
Mariner, LLC116.3K$4.0M0.0%
MBE Wealth Management, LLC116.0K$4.0M1.4%
Geneos Wealth Management Inc.99.1K$3.4M0.1%
Crusonia Wealth Advisors LLC71.7K$2.5M0.4%
Apollon Wealth Management, LLC71.7K$2.5M0.0%
United Advisor Group, LLC70.8K$2.4M0.3%
Regal Investment Advisors LLC68.2K$2.4M0.1%
Cambridge Investment Research Advisors, Inc.66.0K$2.3M0.0%
Portside Wealth Group, LLC65.1K$2.2M0.3%
Coastal Bridge Advisors, LLC60.9K$2.1M0.1%
CAPTRUST FINANCIAL ADVISORS60.0K$2.1M0.0%
Illumine Investment Management, LLC0$2.1M1.3%
Sanctuary Advisors, LLC59.0K$2.0M0.0%
KWB Wealth57.0K$2.0M0.2%
Nuveen, LLC56.7K$2.0M0.0%
SCOTIA CAPITAL INC.56.5K$1.9M0.0%
Pathstone Holdings, LLC54.4K$1.9M0.0%
Janney Montgomery Scott LLC53.2K$1.8M0.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}