Who owns RLY?
State Street Multi-Asset Real Return ETF · State Street
167 institutions reported holding RLY, worth $958.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of RLY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Envestnet Asset Management Inc. | Berwyn, PA | $74.6M | 2,161,988 | +207,753 shares |
| Hantz Financial Services, Inc. | Southfield, MI | $72.9M | 2,113,501 | +131,542 shares |
| D.A. Davidson & Co. | Great Falls, MT | $55.7M | 1,615,433 | +74,872 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $55.5M | 1,608,081 | +644,091 shares |
| Bank of America Corp. | Charlotte, NC | $49.6M | 1,436,237 | +548,186 shares |
| Morgan Stanley | New York, NY | $43.7M | 1,265,499 | +316,510 shares |
| Savant Capital, LLC | Rockford, IL | $40.8M | 1,150,988 | +465,792 shares |
| Tobias Financial Advisors, Inc. | Plantation, FL | $37.2M | 1,079,223 | +8,197 shares |
| LPL Financial LLC | Fort Mill, SC | $29.8M | 864,551 | +130,825 shares |
| Capital Analysts, LLC | Fort Washington, PA | $24.2M | 701,421 | +4,514 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns RLY?
167 institutional managers reported holding RLY in Form 13F filings for June 30, 2026, worth $958.2M in total. The largest reported position was held by Envestnet Asset Management Inc., at $74.6M.
Did institutions buy or sell RLY last quarter?
Reported 13F value rose 17.6% from March 31, 2026, which includes price moves as well as buying and selling. 28 firms reported a new position and 10 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is RLY ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.