RLY Institutional Ownership
State Street Multi-Asset Real Return ETF
1W: -1.1%
1M: -4.0%
3M: +4.6%
YTD: +14.5%
1Y: +17.5%
3Y: +43.6%
5Y: +61.4%
$36.38
+0.15 (+0.41%)
Weekly Expected Move ±1.4%
$35
$36
$36
$37
$37
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — RLY
180
Institutional Holders
+23 vs prior quarter
0.0%
Ownership
+0.00pp
942M
Total Invested
29
New Positions
91
Increased
46
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (184 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 2,161,988 | 79M | +207,753 | +10.6% | 21Q | SEC ↗ |
| 2 | HANTZ FINANCIAL SERVICES, INC. | 2,113,501 | 77M | +131,542 | +6.6% | 18Q | SEC ↗ |
| 3 | D.A. DAVIDSON & CO. | 1,615,433 | 59M | +74,872 | +4.9% | 19Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 1,608,081 | 59M | +644,091 | +66.8% | 7Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 1,436,237 | 52M | +548,186 | +61.7% | 15Q | SEC ↗ |
| 6 | MORGAN STANLEY | 1,265,499 | 46M | +316,510 | +33.4% | 56Q | SEC ↗ |
| 7 | Savant Capital, LLC | 1,150,988 | 42M | +465,792 | +68.0% | 5Q | SEC ↗ |
| 8 | TOBIAS FINANCIAL ADVISORS, INC. | 1,079,223 | 39M | +8,197 | +0.8% | 4Q | SEC ↗ |
| 9 | LPL Financial LLC | 864,551 | 31M | +130,825 | +17.8% | 22Q | SEC ↗ |
| 10 | Capital Analysts, LLC | 701,421 | 26M | +4,514 | +0.6% | 10Q | SEC ↗ |
| 11 | Wealth Enhancement Trust Services, Inc | 665,308 | 24M | +44,284 | +7.1% | 3Q | SEC ↗ |
| 12 | Trilogy Capital Inc. | 664,246 | 24M | +315,254 | +90.3% | 10Q | SEC ↗ |
| 13 | SENTINEL PENSION ADVISORS, LLC | 575,103 | 21M | +55,893 | +10.8% | 2Q | SEC ↗ |
| 14 | Johnson Bixby & Associates, LLC | 529,195 | 19M | +36,758 | +7.5% | 3Q | SEC ↗ |
| 15 | New England Capital Financial Advisors | 508,246 | 18M | +11,589 | +2.3% | 15Q | SEC ↗ |
| 16 | HighTower Advisors, LLC | 491,063 | 18M | -2,026 | -0.4% | 21Q | SEC ↗ |
| 17 | Private Wealth Asset Management, LLC | 482,919 | 18M | +116,572 | +31.8% | 5Q | SEC ↗ |
| 18 | EARNED WEALTH ADVISORS, LLC | 412,457 | 15M | +30,480 | +8.0% | 6Q | SEC ↗ |
| 19 | Private Advisor Group, LLC | 401,509 | 15M | +293,773 | +272.7% | 38Q | SEC ↗ |
| 20 | Smartleaf Asset Management LLC | 400,187 | 15M | — | +0.0% | 3Q | SEC ↗ |
| 21 | Eldridge Investment Advisors, Inc. | 399,845 | 15M | +18,315 | +4.8% | 16Q | SEC ↗ |
| 22 | First National Advisers, LLC | 391,401 | 14M | -30,297 | -7.2% | 2Q | SEC ↗ |
| 23 | Thrivent Financial for Lutherans | 352,052 | 13M | +8,762 | +2.6% | 18Q | SEC ↗ |
| 24 | Curi Capital, LLC | 350,525 | 13M | +54,947 | +18.6% | 10Q | SEC ↗ |
| 25 | Freedom Financial Partners LLC | 341,729 | 12M | +3,528 | +1.0% | 7Q | SEC ↗ |
| 26 | First Heartland Consultants, Inc. | 297,150 | 11M | -330 | -0.1% | 7Q | SEC ↗ |
| 27 | Harbor Group, Inc. | 295,829 | 11M | +4,451 | +1.5% | 23Q | SEC ↗ |
| 28 | Tilson Financial Group, Inc. | 284,741 | 10M | -2,036 | -0.7% | 15Q | SEC ↗ |
| 29 | Focus Partners Wealth | 283,121 | 10M | +6,258 | +2.3% | 11Q | SEC ↗ |
| 30 | Pinnacle Financial Partners, Inc. NEW | 279,860 | 10M | — | +0.0% | 1Q | SEC ↗ |
| 31 | RFG - Bristol Wealth Advisors, LLC | 272,638 | 10M | -632 | -0.2% | 4Q | SEC ↗ |
| 32 | Intrua Financial, LLC | 251,691 | 9M | +213,418 | +557.6% | 10Q | SEC ↗ |
| 33 | PRIVATE CLIENT SERVICES, LLC | 232,243 | 8M | +8,480 | +3.8% | 11Q | SEC ↗ |
| 34 | CWM, LLC NEW | 212,121 | 8M | — | +0.0% | 1Q | SEC ↗ |
| 35 | JPMORGAN CHASE & CO | 206,644 | 8M | +129,970 | +169.5% | 4Q | SEC ↗ |
| 36 | WELLS FARGO & COMPANY/MN | 187,552 | 7M | +687 | +0.4% | 53Q | SEC ↗ |
| 37 | CATALYST FINANCIAL PARTNERS LLC | 176,949 | 6M | +34,476 | +24.2% | 10Q | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 161,410 | 6M | +23,531 | +17.1% | 7Q | SEC ↗ |
| 39 | Fortis Capital Advisors, LLC | 161,250 | 6M | +7,006 | +4.5% | 2Q | SEC ↗ |
| 40 | Belpointe Asset Management LLC | 161,250 | 6M | +7,006 | +4.5% | 2Q | SEC ↗ |
| 41 | Larson Financial Group LLC | 146,891 | 5M | +102,821 | +233.3% | 9Q | SEC ↗ |
| 42 | UBS Group AG | 135,787 | 5M | +16,259 | +13.6% | 47Q | SEC ↗ |
| 43 | Trinity Wealth Management, LLC NEW | 132,284 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 44 | ROYAL BANK OF CANADA | 126,293 | 5M | +34,758 | +38.0% | 31Q | SEC ↗ |
| 45 | Mariner, LLC | 116,326 | 4M | +76,868 | +194.8% | 4Q | SEC ↗ |
| 46 | MBE Wealth Management, LLC | 116,038 | 4M | +27,778 | +31.5% | 18Q | SEC ↗ |
| 47 | Geneos Wealth Management Inc. | 99,068 | 4M | -2,542 | -2.5% | 22Q | SEC ↗ |
| 48 | Crusonia Wealth Advisors LLC | 71,689 | 3M | +52,319 | +270.1% | 2Q | SEC ↗ |
| 49 | Apollon Wealth Management, LLC | 71,684 | 3M | -2,029 | -2.8% | 21Q | SEC ↗ |
| 50 | United Advisor Group, LLC | 70,769 | 3M | +1,971 | +2.9% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Pinnacle Financial Partners, Inc. | 279,860 | 10M |
| CWM, LLC | 212,121 | 8M |
| Trinity Wealth Management, LLC | 132,284 | 5M |
| Portside Wealth Group, LLC | 65,053 | 2M |
| Nuveen, LLC | 56,693 | 2M |
| Salomon & Ludwin, LLC | 27,925 | 1M |
| IFG Advisory, LLC | 27,443 | 998K |
| Coppell Advisory Solutions LLC | 24,226 | 881K |
| Mutual Advisors, LLC | 18,937 | 689K |
| Providence First Trust Co | 16,673 | 607K |
| Ethic Inc. | 13,679 | 498K |
| J.W. COLE ADVISORS, INC. | 8,355 | 304K |
| Financial Network Wealth Advisors L | 8,315 | 302K |
| Diversify Advisory Services, LLC | 8,256 | 300K |
| LANGLEY WEALTH MANAGEMENT, LLC | 7,871 | 286K |
| NORDEN GROUP LLC | 7,528 | 274K |
| Parkside Financial Bank & Trust | 6,302 | 229K |
| Alliance Wealth Advisors, LLC /UT | 5,802 | 211K |
| Global Retirement Partners, LLC | 5,311 | 193K |
| Ameritas Advisory Services, LLC | 4,615 | 168K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Matrix Trust Co | 10,287 | 374K |
| JANE STREET GROUP, LLC | 7,350 | 267K |
| SWF LLC | 5,795 | 211K |
| Advisory Services Network, LLC | 796 | 29K |
| Ascentis Independent Advisors | 778 | 28K |
| MAI Capital Management | 296 | 11K |
| Qube Research & Technologies Ltd | 177 | 6K |
| Root Financial Partners, LLC | 90 | 3K |
| Parallel Advisors, LLC | 54 | 2K |
| Mosley Wealth Management | 19 | 1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 9 | 0K |
| SIMPLEX TRADING, LLC | 2 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +644,091 | +66.8% | 1,608,081 |
| BANK OF AMERICA CORP /DE | +548,186 | +61.7% | 1,436,237 |
| Savant Capital, LLC | +465,792 | +68.0% | 1,150,988 |
| MORGAN STANLEY | +316,510 | +33.4% | 1,265,499 |
| Trilogy Capital Inc. | +315,254 | +90.3% | 664,246 |
| Private Advisor Group, LLC | +293,773 | +272.7% | 401,509 |
| Intrua Financial, LLC | +213,418 | +557.6% | 251,691 |
| ENVESTNET ASSET MANAGEMENT INC | +207,753 | +10.6% | 2,161,988 |
| HANTZ FINANCIAL SERVICES, INC. | +131,542 | +6.6% | 2,113,501 |
| LPL Financial LLC | +130,825 | +17.8% | 864,551 |
| JPMORGAN CHASE & CO | +129,970 | +169.5% | 206,644 |
| Private Wealth Asset Management, LL | +116,572 | +31.8% | 482,919 |
| Larson Financial Group LLC | +102,821 | +233.3% | 146,891 |
| Mariner, LLC | +76,868 | +194.8% | 116,326 |
| D.A. DAVIDSON & CO. | +74,872 | +4.9% | 1,615,433 |
| SENTINEL PENSION ADVISORS, LLC | +55,893 | +10.8% | 575,103 |
| Curi Capital, LLC | +54,947 | +18.6% | 350,525 |
| Crusonia Wealth Advisors LLC | +52,319 | +270.1% | 71,689 |
| Wealth Enhancement Trust Services, | +44,284 | +7.1% | 665,308 |
| Johnson Bixby & Associates, LLC | +36,758 | +7.5% | 529,195 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Illumine Investment Management, LLC | -55,187 | -100.0% | 0 |
| First National Advisers, LLC | -30,297 | -7.2% | 391,401 |
| Elevation Capital Advisory, LLC | -26,643 | -81.8% | 5,922 |
| KWB Wealth | -18,346 | -24.4% | 56,957 |
| Advisors Asset Management, Inc. | -5,703 | -51.6% | 5,358 |
| Keystone Financial Group | -2,864 | -15.4% | 15,694 |
| Pasadena Private Wealth, LLC | -2,658 | -16.8% | 13,128 |
| Geneos Wealth Management Inc. | -2,542 | -2.5% | 99,068 |
| BANK OF MONTREAL /CAN | -2,495 | -22.2% | 8,732 |
| Shepherd Financial Partners LLC | -2,351 | -22.0% | 8,322 |
| CAPTRUST FINANCIAL ADVISORS | -2,188 | -3.5% | 60,016 |
| Tilson Financial Group, Inc. | -2,036 | -0.7% | 284,741 |
| Apollon Wealth Management, LLC | -2,029 | -2.8% | 71,684 |
| HighTower Advisors, LLC | -2,026 | -0.4% | 491,063 |
| Retireful, LLC | -1,618 | -14.3% | 9,714 |
| Waverly Advisors, LLC | -1,528 | -4.7% | 30,698 |
| Wealthcare Advisory Partners LLC | -1,101 | -9.9% | 9,990 |
| THOMPSON DAVIS & CO., INC. | -1,097 | -12.1% | 8,005 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | -1,045 | -11.2% | 8,256 |
| SCOTIA CAPITAL INC. | -911 | -1.6% | 56,477 |