SS MULTI-ASSET REAL RET ETF RLY
$34.65
+1.1% 52w: $27.85 – $37.08
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data27.8532.4637.08
Jun 20, 2025 Jul 2, 2026
Institutional holders
151
+24 QoQ
13F value
$824.0M
+43.2% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
100.5×
$574K calls / $6K puts
Institutional value by quarter
Number of holders
Who owns RLY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| HANTZ FINANCIAL SERVICES, INC. | Wealth advisor | 2.0M | $71.6M | 1.1% | +6.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.0M | $70.6M | 0.0% | +25.8% |
| D.A. DAVIDSON & CO. | Wealth advisor | 1.5M | $55.7M | 0.3% | +3.4% |
| TOBIAS FINANCIAL ADVISORS, INC. | Wealth advisor | 1.1M | $38.7M | 5.4% | +2.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 964.0K | $34.8M | 0.0% | +138.9% |
| MORGAN STANLEY | Bank broker | 949.0K | $34.3M | 0.0% | -0.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 888.1K | $32.1M | 0.0% | +7.1% |
| LPL Financial LLC | Bank broker | 733.7K | $26.5M | 0.0% | +65.5% |
| Capital Analysts, LLC | Wealth advisor | 696.9K | $25.2M | 0.7% | -1.3% |
| Savant Capital, LLC | Wealth advisor | 685.2K | $24.8M | 0.1% | +120.7% |
| Wealth Enhancement Trust Services, Inc. | Other | 621.0K | $22.5M | 2.7% | +3.7% |
| SENTINEL PENSION ADVISORS, LLC | Wealth advisor | 519.2K | $18.8M | 2.8% | New |
| New England Capital Financial Advisors LLC | Wealth advisor | 496.7K | $18.0M | 4.9% | +0.5% |
| HighTower Advisors, LLC | Diversified mechanical | 493.1K | $17.8M | 0.0% | -23.9% |
| Johnson Bixby & Associates, LLC | Wealth advisor | 492.4K | $17.8M | 2.2% | +2634.7% |
| First National Advisers, LLC | Other | 421.7K | $15.2M | 2.2% | New |
| Smartleaf Asset Management LLC | Wealth advisor | 400.2K | $14.4M | 0.5% | +29.8% |
| EARNED WEALTH ADVISORS, LLC | Wealth advisor | 382.0K | $13.8M | 0.9% | +3.2% |
| Eldridge Investment Advisors, Inc. | Wealth advisor | 381.5K | $13.8M | 3.0% | +3.9% |
| Private Wealth Asset Management, LLC | Wealth advisor | 366.3K | $13.2M | 1.4% | +83.0% |
| Trilogy Capital Inc. | Wealth advisor | 349.0K | $12.6M | 0.6% | -14.8% |
| Thrivent Financial for Lutherans | Diversified mechanical | 343.3K | $12.4M | 0.0% | +2.8% |
| Freedom Financial Partners LLC | Wealth advisor | 338.2K | $12.2M | 4.4% | +2.9% |
| First Heartland Consultants, Inc. | Wealth advisor | 297.5K | $10.8M | 0.8% | -2.6% |
| Curi Capital, LLC | Other | 295.6K | $10.7M | 0.2% | +4.7% |
| Harbor Group, Inc. | Wealth advisor | 291.4K | $10.5M | 1.5% | -0.8% |
| Tilson Financial Group, Inc. | Wealth advisor | 286.8K | $10.4M | 3.1% | +3.1% |
| Focus Partners Wealth | Wealth advisor | 276.9K | $10.0M | 0.0% | -2.9% |
| RFG - Bristol Wealth Advisors, LLC | Wealth advisor | 273.3K | $9.9M | 2.7% | +12.6% |
| PRIVATE CLIENT SERVICES, LLC | Wealth advisor | 223.8K | $8.1M | 2.4% | +2.2% |
| CWM, LLC | Wealth advisor | 212.1K | $7.7M | 0.0% | +1631600.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 186.9K | $6.8M | 0.0% | -14.2% |
| Belpointe Asset Management LLC | Wealth advisor | 154.2K | $5.6M | 0.2% | New |
| Fortis Capital Advisors, LLC | Wealth advisor | 154.2K | $5.6M | 0.7% | New |
| CATALYST FINANCIAL PARTNERS LLC | Wealth advisor | 142.5K | $5.2M | 0.6% | +27.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 137.9K | $5.0M | 0.0% | +26.8% |
| UBS Group AG | Bank broker | 119.5K | $4.3M | 0.0% | +18.8% |
| Private Advisor Group, LLC | Wealth advisor | 107.7K | $3.9M | 0.0% | +106.0% |
| Geneos Wealth Management Inc. | Wealth advisor | 101.6K | $3.7M | 0.1% | -3.8% |
| ROYAL BANK OF CANADA | Bank broker | 91.5K | $3.3M | 0.0% | +560.7% |
| MBE Wealth Management, LLC | Wealth advisor | 88.3K | $3.2M | 1.3% | -1.3% |
| JPMORGAN CHASE & CO | Bank broker | 76.7K | $2.8M | 0.0% | +2676.0% |
| Apollon Wealth Management, LLC | Diversified mechanical | 73.7K | $2.7M | 0.0% | -3.9% |
| United Advisor Group, LLC | Wealth advisor | 68.8K | $2.5M | 0.3% | +11.5% |
| Regal Investment Advisors LLC | Wealth advisor | 68.0K | $2.5M | 0.1% | -8.4% |
| KWB Wealth | Wealth advisor | 75.3K | $2.4M | 0.2% | -0.6% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 62.2K | $2.2M | 0.0% | +6.8% |
| Coastal Bridge Advisors, LLC | Other | 60.6K | $2.2M | 0.2% | +16.8% |
| Sanctuary Advisors, LLC | Wealth advisor | 59.1K | $2.1M | 0.0% | +7.7% |
| SCOTIA CAPITAL INC. | Other | 57.4K | $2.1M | 0.0% | +22.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.