RLY

SS Multi-Asset Real Ret ETF$35.95 2.18%
UnclassifiedUSCUSIP 78467V103· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
40
+14 QoQ
13F Value (tracked)
$158.3M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)13 adding · 8 trimming
Insider net (180d)$0

Price & smart-money activity

$35.95 2.18%5Y +25.2%
$24.83$28.20$31.58$34.96$38.3320212022202320242025202686364951151071841296138876888895128810121010101611209
Hover for who · click for detailEnd-of-day closing prices52w $28.80 – $37.40
Build

Use RLY data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns RLY

This stock page is the Follow view. The Build view lets your agent query RLY owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/RLY"
Ask your agent
Use Arkolith to show who owns RLY,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

40 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1D.A. DAVIDSON & CO.
$55.7M
1.5M
+3.4%
Added · +50K sh
Q1 2026
2Savant Capital, LLC
$24.8M
685K
+121%
Added · +375K sh
Q1 2026
3Smartleaf Asset Management LLC
$14.4M
400K
+30%
Added · +92K sh
Q1 2026
4Trilogy Capital Inc.
$12.6M
349K
−15%
Reduced · −60K sh
Q1 2026
5Curi Capital, LLC
$10.7M
296K
+4.7%
Added · +13K sh
Q1 2026
6CWM, LLC
$7.7M
212K
16k×
Added · +212K sh
Q1 2026
7Private Advisor Group, LLC
$3.9M
108K
+106%
Added · +55K sh
Q1 2026
8Geneos Wealth Management Inc.
$3.7M
102K
−3.8%
Reduced · −4K sh
Q1 2026
9Regal Investment Advisors LLC
$2.5M
68K
−8.4%
Reduced · −6K sh
Q1 2026
10Sanctuary Advisors, LLC
$2.1M
59K
+7.7%
Added · +4K sh
Q1 2026
11SCOTIA CAPITAL INC.
$2.1M
57K
+22%
Added · +10K sh
Q1 2026
12WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$1.6M
44K
−2.1%
Reduced · −947 sh
Q1 2026
13Larson Financial Group LLC
$1.6M
44K
−3.9%
Reduced · −2K sh
Q1 2026
14Pathstone Holdings, LLC
$1.5M
42K
New
+42K sh
Q1 2026
15Merit Financial Group, LLC
$1.5M
42K
+198%
Added · +28K sh
Q1 2026
16Summit Financial, LLC
$1.4M
40K
−36%
Reduced · −22K sh
Q1 2026
17Waverly Advisors, LLC
$1.2M
32K
+242%
Added · +23K sh
Q1 2026
18SHELTON CAPITAL MANAGEMENT
$1.1M
31K
New
+31K sh
Q1 2026
19&PARTNERS
$1.1M
30K
New
+30K sh
Q1 2026
20Kestra Advisory Services, LLC
$975K
27K
−1.6%
Reduced · −429 sh
Q1 2026
21Orion Porfolio Solutions, LLC
$967K
27K
−9.9%
Reduced · −3K sh
Q1 2026
22Compound Planning, Inc.
$950K
26K
New
+26K sh
Q1 2026
23Cornerstone Wealth Management, LLC
$545K
15K
+5.5%
Added · +782 sh
Q1 2026
24FLAGSHIP HARBOR ADVISORS, LLC
$514K
14K
New
+14K sh
Q1 2026
25CREATIVE FINANCIAL DESIGNS INC /ADV
$425K
12K
−9.4%
Reduced · −1K 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.

Fund activity: latest quarter

Opened (NEW)
6
funds
Added
7
funds
Reduced
8
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

77 funds+35 since Q2 2022
03977Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $424.3M

Share classes

Class13F holdersValue held
SRLNmc219 funds$3.1B
TOTLmc158 funds$2.8B
RLYthis pageSTATE STREET MUL77 funds$424.3M
ULSTULT SHT TRM BD59 funds$360.1M
GALSTATE STREET GLO42 funds$101.6M
INKMSTATE STREET INC14 funds$10.6M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own RLY also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA40 funds$12.1B
MICROSOFT CORPMSFT40 funds$11.3B
BROADCOM INCAVGO40 funds$4.9B
JPMORGAN CHASE & COJPM40 funds$4.6B
ALPHABET INC-CL CGOOG40 funds$4.5B
META PLATFORMS INC-CLASS AMETA40 funds$4.5B
JOHNSON & JOHNSONJNJ40 funds$3.0B
VISA INC-CLASS A SHARESV40 funds$2.9B
WALMART INCWMT40 funds$2.8B
ELI LILLY & COLLY40 funds$2.6B
COSTCO WHOLESALE CORPCOST40 funds$2.6B
EXXON MOBIL CORPXOM40 funds$2.5B

Ranked by how many of RLY's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.