Who owns RLY (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-Q1 13F filings. 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
The tracked-fund tape on RLY is one-sided between 2025-Q4 and 2026-Q1: 64 added or opened and 6 trimmed or exited — on balance accumulating.
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, HANTZ FINANCIAL SERVICES, INC., sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 1.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 151 tracked filers holding RLY, 96 increased or opened the position and 47 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 2025-Q4 and 2026-Q1 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 12
- SENTINEL PENSION ADVISORS, LLC$19M
- First National Advisers, LLC$15M
- Belpointe Asset Management LLC$6M
- Fortis Capital Advisors, LLC$6M
- Janney Montgomery Scott LLC$2M
- Pathstone Holdings, LLC$2M
Full exits 1
- IFG Advisory, LLC$870K
Largest adds
- RAYMOND JAMES FINANCIAL INC$22M
- ENVESTNET ASSET MANAGEMENT INC$22M
- Johnson Bixby & Associates, LLC$17M
- Savant Capital, LLC$15M
- HANTZ FINANCIAL SERVICES, INC.$13M
- LPL Financial LLC$13M
Largest trims
- HighTower Advisors, LLC$3M
- Atria Investments, Inc$2M
- JANE STREET GROUP, LLC$1M
- Summit Financial, LLC$507K
- Trilogy Capital Inc.$259K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| HANTZ FINANCIAL SERVICES, INC. added | 1,981,959 | $72M | 8.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,954,235 | $71M | 8.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 1,540,561 | $56M | 6.4% | 2026-Q1 |
| TOBIAS FINANCIAL ADVISORS, INC. added | 1,071,026 | $39M | 4.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 963,990 | $35M | 4.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 948,989 | $34M | 4.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 888,051 | $32M | 3.7% | 2026-Q1 |
| LPL Financial LLC added | 733,726 | $27M | 3.1% | 2026-Q1 |
| Capital Analysts, LLC trimmed | 696,907 | $25M | 2.9% | 2026-Q1 |
| Savant Capital, LLC added | 685,196 | $25M | 2.9% | 2026-Q1 |
| Wealth Enhancement Trust Services, Inc. added | 621,024 | $22M | 2.6% | 2026-Q1 |
| SENTINEL PENSION ADVISORS, LLC new | 519,210 | $19M | 2.2% | 2026-Q1 |
| New England Capital Financial Advisors LLC added | 496,657 | $18M | 2.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 493,089 | $18M | 2.1% | 2026-Q1 |
| Johnson Bixby & Associates, LLC added | 492,437 | $18M | 2.1% | 2026-Q1 |
| First National Advisers, LLC new | 421,698 | $15M | 1.8% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 400,187 | $14M | 1.7% | 2026-Q1 |
| EARNED WEALTH ADVISORS, LLC added | 381,977 | $14M | 1.6% | 2026-Q1 |
| Eldridge Investment Advisors, Inc. added | 381,530 | $14M | 1.6% | 2026-Q1 |
| Private Wealth Asset Management, LLC added | 366,347 | $13M | 1.5% | 2026-Q1 |
| Trilogy Capital Inc. trimmed | 348,992 | $13M | 1.5% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 343,290 | $12M | 1.4% | 2026-Q1 |
| Freedom Financial Partners LLC added | 338,201 | $12M | 1.4% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 297,480 | $11M | 1.2% | 2026-Q1 |
| Curi Capital, LLC added | 295,578 | $11M | 1.2% | 2026-Q1 |
| Harbor Group, Inc. trimmed | 291,378 | $11M | 1.2% | 2026-Q1 |
| Tilson Financial Group, Inc. added | 286,777 | $10M | 1.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 276,863 | $10M | 1.2% | 2026-Q1 |
| RFG - Bristol Wealth Advisors, LLC added | 273,270 | $10M | 1.1% | 2026-Q1 |
| PRIVATE CLIENT SERVICES, LLC added | 223,763 | $8M | 0.9% | 2026-Q1 |
| CWM, LLC added | 212,121 | $8M | 0.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 186,865 | $7M | 0.8% | 2026-Q1 |
| Fortis Capital Advisors, LLC added | 154,244 | $6M | 0.6% | 2026-Q1 |
| Belpointe Asset Management LLC added | 154,244 | $6M | 0.6% | 2026-Q1 |
| CATALYST FINANCIAL PARTNERS LLC added | 142,473 | $5M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 137,879 | $5M | 0.6% | 2026-Q1 |
| UBS Group AG added | 119,528 | $4M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 107,736 | $4M | 0.4% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 101,610 | $4M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 91,535 | $3M | 0.4% | 2026-Q1 |
| MBE Wealth Management, LLC trimmed | 88,260 | $3M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 76,674 | $3M | 0.3% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 73,713 | $3M | 0.3% | 2026-Q1 |
| United Advisor Group, LLC added | 68,798 | $2M | 0.3% | 2026-Q1 |
| Regal Investment Advisors LLC trimmed | 68,012 | $2M | 0.3% | 2026-Q1 |
| KWB Wealth trimmed | 75,303 | $2M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 62,204 | $2M | 0.3% | 2026-Q1 |
| Coastal Bridge Advisors, LLC added | 60,623 | $2M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 59,129 | $2M | 0.2% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 57,388 | $2M | 0.2% | 2026-Q1 |
| Illumine Investment Management, LLC added | 55,187 | $2M | 0.2% | 2026-Q1 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC trimmed | 51,549 | $2M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 51,080 | $2M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 48,049 | $2M | 0.2% | 2026-Q1 |
| Brooklyn Investment Group added | 47,780 | $2M | 0.2% | 2026-Q1 |
| Register Financial Advisors LLC added | 47,586 | $2M | 0.2% | 2026-Q1 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 47,282 | $2M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 44,257 | $2M | 0.2% | 2026-Q1 |
| Larson Financial Group LLC trimmed | 44,070 | $2M | 0.2% | 2026-Q1 |
| Pathstone Holdings, LLC new | 42,423 | $2M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC added | 41,671 | $2M | 0.2% | 2026-Q1 |
| Twelve Points Wealth Management LLC added | 40,502 | $1M | 0.2% | 2026-Q1 |
| Summit Financial, LLC trimmed | 39,794 | $1M | 0.2% | 2026-Q1 |
| Independent Family Office, LLC | 39,611 | $1M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 39,458 | $1M | 0.2% | 2026-Q1 |
| HORAN Wealth, LLC | 45,030 | $1M | 0.2% | 2026-Q1 |
| Intrua Financial, LLC trimmed | 38,273 | $1M | 0.2% | 2026-Q1 |
| XML Financial, LLC added | 36,277 | $1M | 0.2% | 2026-Q1 |
| Elevation Capital Advisory, LLC added | 32,565 | $1M | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 32,226 | $1M | 0.1% | 2026-Q1 |
| Aviance Capital Partners, LLC trimmed | 31,394 | $1M | 0.1% | 2026-Q1 |
| SHELTON CAPITAL MANAGEMENT new | 30,668 | $1M | 0.1% | 2026-Q1 |
| &PARTNERS added | 30,073 | $1M | 0.1% | 2026-Q1 |
| WIN ADVISORS, INC new | 27,722 | $1M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 27,539 | $996K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 26,970 | $975K | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 26,740 | $967K | 0.1% | 2026-Q1 |
| Compound Planning, Inc. new | 26,275 | $950K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 25,225 | $912K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 23,827 | $860K | 0.1% | 2026-Q1 |
| ECLECTIC ASSOCIATES INC /ADV added | 22,042 | $797K | 0.1% | 2026-Q1 |
| Fermata Advisors, LLC added | 21,876 | $791K | 0.1% | 2026-Q1 |
| Betterment LLC added | 21,766 | $787K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 19,960 | $722K | 0.1% | 2026-Q1 |
| Veracity Capital LLC trimmed | 19,670 | $711K | 0.1% | 2026-Q1 |
| Crusonia Wealth Advisors LLC new | 19,370 | $700K | 0.1% | 2026-Q1 |
| Legacy Financial Group LLC trimmed | 18,766 | $678K | 0.1% | 2026-Q1 |
| Keystone Financial Group trimmed | 18,558 | $671K | 0.1% | 2026-Q1 |
| XY Planning Network, Inc. | 17,710 | $639K | 0.1% | 2026-Q1 |
| Pasadena Private Wealth, LLC added | 15,786 | $571K | 0.1% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 15,083 | $545K | 0.1% | 2026-Q1 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC trimmed | 14,276 | $516K | 0.1% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 14,219 | $514K | 0.1% | 2026-Q1 |
| CITY NATIONAL BANK OF FLORIDA /MSD | 13,003 | $470K | 0.1% | 2026-Q1 |
| Corrigan Financial, Inc. added | 904,459 | $26M | 3.0% | 2025-Q1 stale |
| First International Bank & Trust trimmed | 776,930 | $24M | 2.8% | 2025-Q3 stale |
| Horan Securities, Inc. trimmed | 42,838 | $1M | 0.1% | 2025-Q2 stale |
| IFG Advisory, LLC added | 27,674 | $870K | 0.1% | 2025-Q4 stale |
| Advisor Resource Council new | 26,838 | $766K | 0.1% | 2025-Q1 stale |
| PRINCIPAL FINANCIAL GROUP INC | 18,118 | $559K | 0.1% | 2025-Q3 stale |
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.