46 tracked 13F filers disclose a position in RLTY as of the latest SEC 13F filings, a combined $53.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $16.7M | 1.1M | ▼−16% Reduced · −225K sh | Q1 2026 | |
| 2 | Pathstone Holdings, LLC | $7.6M | 523K | ▲+15% Added · +70K sh | Q1 2026 | |
| 3 | Advisors Asset Management, Inc. | $7.2M | 456K | ▼−0.3% Reduced · −2K sh | Q2 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $3.3M | 228K | ▼−2.1% Reduced · −5K sh | Q1 2026 | |
| 5 | ROYAL BANK OF CANADA | $2.5M | 170K | ▲+14% Added · +20K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $1.7M | 120K | ▲+1.0% Added · +1K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $1.6M | 113K | ▲+40% Added · +32K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 104K | ▲+13% Added · +12K sh | Q1 2026 | |
| 9 | UBS Group AG | $1.3M | 91K | ▲+633% Added · +78K sh | Q1 2026 | |
| 10 | LexAurum Advisors, LLC | $1.4M | 89K | ▲+0.2% Added · +184 sh | Q2 2026 | |
| 11 | Beacon Capital Management, Inc. | $1.3M | 84K | —Held | Q2 2026 | |
| 12 | Closed-End Fund Advisors, Inc. | $1.1M | 67K | ▲+3.8% Added · +2K sh | Q2 2026 | |
| 13 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $916K | 58K | ▲+62% Added · +22K sh | Q2 2026 | |
| 14 | LPL Financial LLC | $649K | 45K | ▲+20% Added · +7K sh | Q1 2026 | |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $669K | 42K | ▲+17% Added · +6K sh | Q2 2026 | |
| 16 | OPPENHEIMER & CO INC | $539K | 34K | ▼−9.0% Reduced · −3K sh | Q2 2026 | |
| 17 | Advisory Advocates, LLC | $397K | 25K | ▲+11% Added · +2K sh | Q2 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $358K | 25K | ▲+5.8% Added · +1K sh | Q1 2026 | |
| 19 | ALLIUM FINANCIAL ADVISORS, LLC | $386K | 24K | ▲+1.8% Added · +439 sh | Q2 2026 | |
| 20 | XTX Topco Ltd | $214K | 15K | ▲+15% Added · +2K sh | Q1 2026 | |
| 21 | Samalin Investment Counsel, LLC | $226K | 14K | ▲+2.0% Added · +285 sh | Q2 2026 | |
| 22 | STIFEL FINANCIAL CORP | $199K | 14K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 23 | ADAPT WEALTH ADVISORS, LLC | $178K | 11K | ▼−12% Reduced · −2K sh | Q2 2026 | |
| 24 | CreativeOne Wealth, LLC | $176K | 11K | ▲New +11K sh | Q2 2026 | |
| 25 | FIRST FOUNDATION ADVISORS | $159K | 11K | ▲New +11K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in RLTY and 7 added to an existing one, while 4 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 16 funds | $1.7B |
| MICROSOFT CORPMSFT | 16 funds | $1.3B |
| NVIDIA CORPNVDA | 15 funds | $1.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 15 funds | $831.3M |
| ALPHABET INC-CL AGOOGL | 15 funds | $592.6M |
| BROADCOM INCAVGO | 15 funds | $477.5M |
| ELI LILLY & COLLY | 15 funds | $355.6M |
| GOLDMAN SACHS GROUP INCGS | 15 funds | $140.8M |
| SS TECHNOLOGY SELECT SECTORXLK | 15 funds | $137.0M |
| AMGEN INCAMGN | 15 funds | $103.4M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $868.7M |
| AMAZON.COM INCAMZN | 14 funds | $818.2M |
Ranked by how many of RLTY's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for RLTY
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/RLTY/capital-change-brief"
Use Arkolith's capital_change_brief for RLTY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for RLTY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.