Who owns RLY
Which tracked institutional funds hold RLY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RLY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-26). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
37 tracked funds added or opened RLY while 23 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
RLY’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes RLY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in RLY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 159 tracked filers holding RLY, 110 increased or opened the position and 56 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in RLY between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- Pinnacle Financial Partners, Inc.$10M
- Trinity Wealth Management, LLC$5M
- Portside Wealth Group, LLC$2M
- Nuveen, LLC$2M
- Salomon & Ludwin, LLC$957K
- IFG Advisory, LLC$947K
Full exits 9
- HANTZ FINANCIAL SERVICES, INC.$72M
- Capital Analysts, LLC$25M
- HighTower Advisors, LLC$18M
- Thrivent Financial for Lutherans$12M
- CWM, LLC$8M
- Cambridge Investment Research Advisors, Inc.$2M
Largest adds
- RAYMOND JAMES FINANCIAL INC$21M
- BANK OF AMERICA CORP /DE/$17M
- Savant Capital, LLC$16M
- Trilogy Capital Inc.$10M
- Private Advisor Group, LLC$10M
- MORGAN STANLEY$9M
Largest trims
- Wealth Enhancement Trust Services, Inc.$4M
- First National Advisers, LLC$2M
- TOBIAS FINANCIAL ADVISORS, INC.$1M
- Elevation Capital Advisory, LLC$973K
- Smartleaf Asset Management LLC$575K
- Tilson Financial Group, Inc.$541K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 2,161,988 | $75M | 9.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 1,615,433 | $56M | 6.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,608,081 | $55M | 6.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,436,237 | $50M | 6.1% | 2026-Q2 |
| MORGAN STANLEY added | 1,265,499 | $44M | 5.4% | 2026-Q2 |
| Savant Capital, LLC added | 1,150,988 | $41M | 5.0% | 2026-Q2 |
| TOBIAS FINANCIAL ADVISORS, INC. added | 1,079,223 | $37M | 4.6% | 2026-Q2 |
| LPL Financial LLC added | 864,551 | $30M | 3.7% | 2026-Q2 |
| Trilogy Capital Inc. added | 664,246 | $23M | 2.8% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. trimmed | 598,903 | $19M | 2.3% | 2026-Q2 |
| SENTINEL PENSION ADVISORS, LLC added | 575,103 | $20M | 2.5% | 2026-Q2 |
| Johnson Bixby & Associates, LLC added | 529,195 | $18M | 2.3% | 2026-Q2 |
| New England Capital Financial Advisors LLC added | 508,246 | $18M | 2.2% | 2026-Q2 |
| Private Wealth Asset Management, LLC added | 482,919 | $17M | 2.1% | 2026-Q2 |
| EARNED WEALTH ADVISORS, LLC added | 412,457 | $14M | 1.8% | 2026-Q2 |
| Private Advisor Group, LLC added | 401,509 | $14M | 1.7% | 2026-Q2 |
| Smartleaf Asset Management LLC | 400,187 | $14M | 1.7% | 2026-Q2 |
| Eldridge Investment Advisors, Inc. added | 399,845 | $14M | 1.7% | 2026-Q2 |
| First National Advisers, LLC trimmed | 391,401 | $14M | 1.7% | 2026-Q2 |
| Curi Capital, LLC added | 350,525 | $12M | 1.5% | 2026-Q2 |
| Freedom Financial Partners LLC added | 341,729 | $12M | 1.5% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 297,150 | $10M | 1.3% | 2026-Q2 |
| Harbor Group, Inc. added | 295,829 | $10M | 1.3% | 2026-Q2 |
| Tilson Financial Group, Inc. trimmed | 284,741 | $10M | 1.2% | 2026-Q2 |
| Focus Partners Wealth added | 283,121 | $10M | 1.2% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. new | 279,860 | $10M | 1.2% | 2026-Q2 |
| RFG - Bristol Wealth Advisors, LLC trimmed | 272,638 | $9M | 1.2% | 2026-Q2 |
| Intrua Financial, LLC added | 251,691 | $9M | 1.1% | 2026-Q2 |
| PRIVATE CLIENT SERVICES, LLC added | 232,243 | $8M | 1.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 206,644 | $7M | 0.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 187,552 | $6M | 0.8% | 2026-Q2 |
| CATALYST FINANCIAL PARTNERS LLC added | 176,949 | $6M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 161,410 | $6M | 0.7% | 2026-Q2 |
| Fortis Capital Advisors, LLC added | 161,250 | $6M | 0.7% | 2026-Q2 |
| Belpointe Asset Management LLC added | 161,250 | $6M | 0.7% | 2026-Q2 |
| Larson Financial Group LLC added | 146,891 | $5M | 0.6% | 2026-Q2 |
| UBS Group AG added | 135,787 | $5M | 0.6% | 2026-Q2 |
| Trinity Wealth Management, LLC new | 132,284 | $5M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 126,293 | $4M | 0.5% | 2026-Q2 |
| Mariner, LLC added | 116,326 | $4M | 0.5% | 2026-Q2 |
| MBE Wealth Management, LLC added | 116,038 | $4M | 0.5% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 99,068 | $3M | 0.4% | 2026-Q2 |
| Crusonia Wealth Advisors LLC added | 71,689 | $2M | 0.3% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 71,684 | $2M | 0.3% | 2026-Q2 |
| United Advisor Group, LLC added | 70,769 | $2M | 0.3% | 2026-Q2 |
| Regal Investment Advisors LLC added | 68,207 | $2M | 0.3% | 2026-Q2 |
| Portside Wealth Group, LLC new | 65,053 | $2M | 0.3% | 2026-Q2 |
| Coastal Bridge Advisors, LLC added | 60,935 | $2M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 60,016 | $2M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 59,046 | $2M | 0.3% | 2026-Q2 |
| KWB Wealth trimmed | 56,957 | $2M | 0.2% | 2026-Q2 |
| Nuveen, LLC new | 56,693 | $2M | 0.2% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 56,477 | $2M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC added | 54,417 | $2M | 0.2% | 2026-Q2 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC added | 52,681 | $2M | 0.2% | 2026-Q2 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 51,623 | $2M | 0.2% | 2026-Q2 |
| Register Financial Advisors LLC added | 48,123 | $2M | 0.2% | 2026-Q2 |
| HORAN Wealth, LLC added | 47,623 | $2M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 44,739 | $2M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 44,217 | $2M | 0.2% | 2026-Q2 |
| XML Financial, LLC added | 43,832 | $2M | 0.2% | 2026-Q2 |
| Twelve Points Wealth Management LLC added | 42,867 | $1M | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC | 41,671 | $1M | 0.2% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 40,021 | $1M | 0.2% | 2026-Q2 |
| Summit Financial, LLC trimmed | 39,752 | $1M | 0.2% | 2026-Q2 |
| Independent Family Office, LLC | 39,611 | $1M | 0.2% | 2026-Q2 |
| SHELTON CAPITAL MANAGEMENT added | 36,291 | $1M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 33,805 | $1M | 0.1% | 2026-Q2 |
| Knuff & Co LLC added | 31,765 | $1M | 0.1% | 2026-Q2 |
| Aviance Capital Partners, LLC trimmed | 31,332 | $1M | 0.1% | 2026-Q2 |
| &PARTNERS added | 30,892 | $1M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 30,698 | $1M | 0.1% | 2026-Q2 |
| Compound Planning, Inc. added | 30,314 | $1M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 29,472 | $1M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 28,392 | $980K | 0.1% | 2026-Q2 |
| Salomon & Ludwin, LLC new | 27,925 | $957K | 0.1% | 2026-Q2 |
| WIN ADVISORS, INC trimmed | 27,545 | $951K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC trimmed | 27,443 | $947K | 0.1% | 2026-Q2 |
| Breakwater Investment Management added | 27,391 | $945K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 26,972 | $931K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 26,450 | $913K | 0.1% | 2026-Q2 |
| Coppell Advisory Solutions LLC added | 24,226 | $471K | 0.1% | 2026-Q2 |
| Fermata Advisors, LLC added | 23,551 | $813K | 0.1% | 2026-Q2 |
| ECLECTIC ASSOCIATES INC /ADV trimmed | 21,926 | $757K | 0.1% | 2026-Q2 |
| Legacy Financial Group LLC added | 21,271 | $734K | 0.1% | 2026-Q2 |
| Veracity Capital LLC added | 21,241 | $733K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 19,943 | $688K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC new | 18,937 | $654K | 0.1% | 2026-Q2 |
| XY Planning Network, Inc. trimmed | 17,600 | $607K | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 17,431 | $602K | 0.1% | 2026-Q2 |
| Providence First Trust Co new | 16,673 | $575K | 0.1% | 2026-Q2 |
| Keystone Financial Group trimmed | 15,694 | $542K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 15,585 | $538K | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 15,252 | $526K | 0.1% | 2026-Q2 |
| DAVIDSON TRUST CO added | 14,857 | $513K | 0.1% | 2026-Q2 |
| Ethic Inc. new | 13,679 | $472K | 0.1% | 2026-Q2 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC trimmed | 13,657 | $471K | 0.1% | 2026-Q2 |
| Waterloo Capital, L.P. added | 13,239 | $457K | 0.1% | 2026-Q2 |
| Pasadena Private Wealth, LLC trimmed | 13,128 | $453K | 0.1% | 2026-Q2 |
| Illumine Investment Management, LLC trimmed | 0 | $2M | 0.3% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.