Among active 13F managers last quarter, 5 opened and 31 added, while 11 reduced; the largest holder to move was D.A. Davidson & Co. (+4.9%).
158 tracked 13F filers disclose a position in RLY as of the latest SEC 13F filings, a combined $759.3M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.0M | $70.6M | ▲+26% Added · +401K sh | Q1 2026 | |
| 2 | D.A. Davidson & Co. | 1.6M | $55.7M | ▲+4.9% Added · +75K sh | Q2 2026 | |
| 3 | Savant Capital, LLC | 1.2M | $40.8M | ▲+68% Added · +466K sh | Q2 2026 | |
| 4 | Tobias Financial Advisors, Inc. | 1.1M | $37.2M | ▲+0.8% Added · +8K sh | Q2 2026 | |
| 5 | Raymond James Financial Inc | 964K | $34.8M | ▲+139% Added · +560K sh | Q1 2026 | |
| 6 | Morgan Stanley | 949K | $34.3M | ▼−0.9% Reduced · −9K sh | Q1 2026 | |
| 7 | Bank Of America Corp | 888K | $32.1M | ▲+7.1% Added · +59K sh | Q1 2026 | |
| 8 | LPL Financial LLC | 734K | $26.5M | ▲+66% Added · +290K sh | Q1 2026 | |
| 9 | Wealth Enhancement Trust Services, Inc. | 665K | $23.0M | ▲+7.1% Added · +44K sh | Q2 2026 | |
| 10 | Trilogy Capital Inc. | 664K | $22.9M | ▲+90% Added · +315K sh | Q2 2026 | |
| 11 | Johnson Bixby & Associates, LLC | 529K | $18.3M | ▲+7.5% Added · +37K sh | Q2 2026 | |
| 12 | New England Capital Financial Advisors LLC | 508K | $17.5M | ▲+2.3% Added · +12K sh | Q2 2026 | |
| 13 | HighTower Advisors, LLC | 493K | $17.8M | ▼−24% Reduced · −155K sh | Q1 2026 | |
| 14 | Private Wealth Asset Management, LLC | 483K | $16.7M | ▲+32% Added · +117K sh | Q2 2026 | |
| 15 | Earned Wealth Advisors, LLC | 412K | $14.2M | ▲+8.0% Added · +30K sh | Q2 2026 | |
| 16 | Private Advisor Group, LLC | 402K | $13.9M | ▲+273% Added · +294K sh | Q2 2026 | |
| 17 | Smartleaf Asset Management LLC | 400K | $13.8M | —Held | Q2 2026 | |
| 18 | Eldridge Investment Advisors, Inc. | 400K | $13.8M | ▲+4.8% Added · +18K sh | Q2 2026 | |
| 19 | First National Advisers, LLC | 391K | $13.5M | ▼−7.2% Reduced · −30K sh | Q2 2026 | |
| 20 | Curi Capital, LLC | 351K | $12.1M | ▲+19% Added · +55K sh | Q2 2026 | |
| 21 | Freedom Financial Partners LLC | 342K | $11.8M | ▲+1.0% Added · +4K sh | Q2 2026 | |
| 22 | First Heartland Consultants, Inc. | 297K | $10.3M | ▼−0.1% Reduced · −330 sh | Q2 2026 | |
| 23 | Harbor Group, Inc. | 296K | $10.2M | ▲+1.5% Added · +4K sh | Q2 2026 | |
| 24 | Tilson Financial Group, Inc. | 285K | $9.8M | ▼−0.7% Reduced · −2K sh | Q2 2026 | |
| 25 | Pinnacle Financial Partners, Inc. | 280K | $9.7M | ▲New +280K sh | Q2 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, 5 funds opened a new position in RLY and 31 added to an existing one, while 11 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 80 funds | $7.3B |
| Microsoft CorpMSFT | 79 funds | $4.7B |
| Amazon.com IncAMZN | 79 funds | $4.0B |
| Apple IncAAPL | 78 funds | $8.9B |
| Alphabet Inc-CL AGOOGL | 78 funds | $3.5B |
| Vanguard S&P 500 ETFVOO | 77 funds | $3.5B |
| SS SPDR S&P 500 ETF Trust-USSPY | 77 funds | $3.5B |
| Alphabet Inc-CL CGOOG | 77 funds | $2.7B |
| JPMorgan Chase & CoJPM | 77 funds | $2.0B |
| Invesco QQQ Trust Series 1QQQ | 76 funds | $2.8B |
| Berkshire Hathaway Inc-CL BBRK/B | 76 funds | $1.9B |
| Johnson & JohnsonJNJ | 76 funds | $1.4B |
Ranked by how many of RLY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RLY.
No filings captured for this ticker in the live stream yet.
Connected entities for RLY
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/RLY/capital-change-brief"
Use Arkolith's capital_change_brief for RLY. 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 RLY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.