Skip to content
Disclosery

RLY SSGA ACTIVE ETF TR

Follow

SHS (fund)

167 managers (168 13F filers) reported a position in RLY shares at 2026-06-30, 27,599,801 shares in all. 25 filers opened a position and 10 filers sold out during the quarter.

Managers
167
13F filers
168
New
25
Added
91
Reduced
36
Sold out
10
Shares held by filers
27,599,801

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,161,988$74.6M0.02%+207,75313F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.2,113,501$72.9M0.99%+131,54213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
D.A. DAVIDSON & CO.1,615,433$55.7M0.31%+74,87213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,608,081$55.5M0.02%+644,09113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,436,237$49.6M<0.01%+548,18613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,265,499$43.7M<0.01%+316,51013F-HRTimelineGroup
Savant Capital, LLC1,150,988$40.8M0.12%+465,79213F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.1,079,223$37.2M4.73%+8,19713F-HR/ATimeline
LPL Financial LLC864,551$29.8M0.01%+130,82513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC701,421$24.2M0.56%+4,51413F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.665,308$23M2.55%+44,28413F-HR/ATimeline
Trilogy Capital Inc.664,246$22.9M0.89%+315,25413F-HRTimeline
SENTINEL PENSION ADVISORS, LLC575,103$20.5M2.69%+55,89313F-HRTimeline
Johnson Bixby & Associates, LLC529,195$18.3M2.04%+36,75813F-HRTimeline
New England Capital Financial Advisors …508,246$17.5M4.19%+11,58913F-HRTimeline
HighTower Advisors, LLC491,063$16.9M0.02%-2,02613F-HRTimeline
Private Wealth Asset Management, LLC482,919$16.7M1.61%+116,57213F-HRTimeline
EARNED WEALTH ADVISORS, LLC412,457$14.2M0.92%+30,48013F-HRTimeline
Private Advisor Group, LLC401,509$13.9M0.06%+293,77313F-HRTimeline
Smartleaf Asset Management LLC400,187$13.8M0.45%013F-HRTimeline
Eldridge Investment Advisors, Inc.399,845$13.8M2.73%+18,31513F-HRTimeline
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA391,401$13.5M1.9%-30,29713F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…352,052$12.1M0.02%+8,76213F-HRTimelineGroup
Curi Capital, LLC350,525$12.1M0.19%+54,94713F-HRTimeline
Freedom Financial Partners LLC341,729$11.8M3.84%+3,52813F-HRTimeline
First Heartland Consultants, Inc.297,150$10.3M0.66%-33013F-HRTimeline
Harbor Group, Inc.295,829$10.2M1.2%+4,45113F-HRTimeline
Tilson Financial Group, Inc.284,741$9.83M2.7%-2,03613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth283,121$9.77M0.01%+6,25813F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …279,860$9.66M0.07%new13F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC272,638$9.41M2.27%-63213F-HRTimeline
Intrua Financial, LLC251,691$8.69M0.82%+213,41813F-HRTimeline
PRIVATE CLIENT SERVICES, LLC232,243$8.01M2.1%+8,48013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO206,644$7.13M<0.01%+129,97013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN187,552$6.47M<0.01%+68713F-HRTimelineGroup
CATALYST FINANCIAL PARTNERS LLC176,949$6.11M0.61%+34,47613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp161,410$5.57M<0.01%+23,53113F-HRTimelineGroup
Belpointe Asset Management LLC161,250$5.56M0.18%+7,00613F-HRTimeline
Fortis Capital Advisors, LLC161,250$5.56M0.63%+7,00613F-HRTimeline
Larson Financial Group LLC146,891$5.07M0.13%+102,82113F-HRTimeline
UBS Group AGin group UBS Group AG135,787$4.69M<0.01%+16,25913F-HRTimelineGroup
Trinity Wealth Management, LLC132,284$4.57M1.45%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA126,293$4.36M<0.01%+34,75813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC116,326$4.01M<0.01%+76,86813F-HRTimelineGroup
MBE Wealth Management, LLC116,038$4M1.41%+27,77813F-HRTimeline
Geneos Wealth Management Inc.99,068$3.42M0.07%-2,54213F-HRTimeline
Crusonia Wealth Advisors LLC71,689$2.47M0.41%+52,31913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC71,684$2.47M0.03%-2,02913F-HRTimelineGroup
United Advisor Group, LLC70,769$2.44M0.26%+1,97113F-HRTimeline
Regal Investment Advisors LLC68,207$2.35M0.12%+19513F-HRTimeline
Cambridge Investment Research Advisors,…66,015$2.28M0.01%+14,93513F-HR/ATimeline
Portside Wealth Group, LLC65,053$2.24M0.26%new13F-HRTimeline
Coastal Bridge Advisors, LLC60,935$2.1M0.13%+31213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS60,016$2.07M<0.01%-2,18813F-HRTimeline
Illumine Investment Management, LLC0$2.07M1.35%-55,18713F-HRTimelineAmount filed as zero, left out of ratios.
Sanctuary Advisors, LLC59,046$2.04M0.01%-8313F-HRTimeline
KWB Wealth56,957$1.97M0.17%-18,34613F-HRTimeline
Nuveen, LLCin group TIAA56,693$1.96M<0.01%new13F-HRTimelineGroup
SCOTIA CAPITAL INC.56,477$1.95M0.01%-91113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC54,417$1.88M0.01%+11,99413F-HRTimelineGroup
Janney Montgomery Scott LLC53,227$1.84M<0.01%+5,17813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …52,681$1.82M0.24%+1,13213F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC51,623$1.78M0.56%+4,34113F-HRTimeline
Register Financial Advisors LLC48,123$1.66M0.51%+53713F-HRTimeline
HORAN Wealth, LLC47,623$1.64M0.21%+2,59313F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…44,739$1.57M<0.01%+48213F-HRTimeline
Orion Porfolio Solutions, LLC44,217$1.53M0.01%+17,47713F-HRTimeline
XML Financial, LLC43,832$1.51M0.11%+7,55513F-HRTimeline
Twelve Points Wealth Management LLC42,867$1.48M0.3%+2,36513F-HRTimeline
Merit Financial Group, LLC41,671$1.44M0.01%013F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…40,021$1.38M0.05%+32,27413F-HRTimelineGroup
Summit Financial, LLC39,752$1.37M0.02%-4213F-HRTimeline
Independent Family Office, LLC39,611$1.37M0.55%013F-HRTimeline
SHELTON CAPITAL MANAGEMENT36,291$1.25M0.02%+5,62313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,805$1.17M<0.01%+6,26613F-HRTimelineGroup
Knuff & Co LLC31,765$1.1M0.28%+25,02513F-HRTimeline
Aviance Capital Partners, LLC31,332$1.08M0.11%-6213F-HRTimeline
&PARTNERS30,892$1.07M<0.01%+81913F-HRTimeline
Waverly Advisors, LLC30,698$1.06M0.01%-1,52813F-HRTimeline
Compound Planning, Inc.30,314$1.05M0.03%+4,03913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,472$1.02M<0.01%+17,15113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,392$980K<0.01%+3,16713F-HRTimelineGroup
Salomon & Ludwin, LLC27,925$957K0.08%new13F-HRTimeline
WIN ADVISORS, INC27,545$951K0.34%-17713F-HRTimeline
IFG Advisory, LLC27,443$947K0.03%new13F-HRTimeline
Breakwater Investment Management27,391$945K0.32%+22,12313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC26,972$931K<0.01%+213F-HRTimelineGroup
Farther Finance Advisors, LLC26,450$913K0.01%+2,62313F-HRTimeline
Betterment LLC24,235$836K<0.01%+2,46913F-HRTimeline
Fermata Advisors, LLC23,551$813K0.16%+1,67513F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV21,926$757K0.09%-11613F-HRTimeline
Legacy Financial Group LLC21,271$734K0.08%+2,50513F-HRTimeline
Veracity Capital LLC21,241$733K0.2%+1,57113F-HRTimeline
Cetera Investment Advisers19,943$688K<0.01%-1713F-HRTimeline
Mutual Advisors, LLC18,937$654K0.01%new13F-HRTimeline
XY Planning Network, Inc.17,600$607K0.08%-11013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC17,431$602K0.02%+3,21213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding16,512$593K+7,211Timeline
Providence First Trust Co16,673$575K0.16%new13F-HRTimeline
Keystone Financial Group15,694$542K0.03%-2,86413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,585$538K<0.01%+5,01913F-HRTimelineGroup
Cornerstone Wealth Management, LLC15,252$526K0.02%+16913F-HRTimeline
DAVIDSON TRUST CO14,857$513K0.2%+2,92813F-HRTimeline
Ethic Inc.13,679$472K0.01%new13F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC13,657$471K0.35%-61913F-HRTimeline
Coppell Advisory Solutions LLC24,226$471K0.05%new13F-HRTimeline
Waterloo Capital, L.P.13,239$457K0.03%+80313F-HRTimeline
Pasadena Private Wealth, LLC13,128$453K0.06%-2,65813F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD13,003$449K0.19%013F-HRTimeline
Atria Investments, Inc12,946$447K<0.01%+5,59813F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC12,549$433K0.07%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV11,745$405K0.02%-1613F-HRTimeline
Ignite Planners, LLC11,679$404K0.06%+1,17613F-HRTimeline
Composition Wealth, LLC11,441$395K<0.01%013F-HRTimeline
RFG Advisory, LLC10,007$345K0.01%+2,91713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,990$345K0.01%-1,10113F-HRTimelineGroup
Retireful, LLC9,714$335K0.31%-1,61813F-HRTimeline
L.K. Benson & Company, P.C.9,021$311K0.09%+3613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,732$301K<0.01%-2,49513F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC8,683$300K0.04%-18213F-HRTimeline
World Investment Advisors8,487$294K<0.01%+1,33613F-HRTimeline
MONECO ADVISORS, LLC8,497$293K0.02%+1,00513F-HRTimeline
J.W. COLE ADVISORS, INC.8,355$288K<0.01%new13F-HRTimeline
Shepherd Financial Partners LLC8,322$287K0.02%-2,35113F-HRTimeline
Financial Network Wealth Advisors LLC8,315$287K0.29%new13F-HRTimeline
HCR Wealth Advisors8,111$280K0.03%+52213F-HRTimeline
THOMPSON DAVIS & CO., INC.8,005$276K0.17%-1,09713F-HRTimeline
LANGLEY WEALTH MANAGEMENT, LLC7,871$272K0.26%13F-HR/ATimeline
NORDEN GROUP LLC7,528$260K0.02%new13F-HRTimeline
LANARK FINANCIAL, INC.6,962$240K0.02%+10613F-HRTimeline
Federation des caisses Desjardins du Qu…6,800$235K<0.01%+80013F-HRTimeline
Cornerstone Wealth Group, LLC6,493$224K0.01%-36813F-HRTimeline
Brookwood Investment Group LLC6,016$208K0.02%+19013F-HRTimeline
Elevation Capital Advisory, LLC5,922$204K0.08%-26,64313F-HRTimeline
Alliance Wealth Advisors, LLC /UT5,802$200K0.04%new13F-HRTimeline
Advisors Asset Management, Inc.5,358$185K<0.01%-5,70313F-HRTimeline
JFS WEALTH ADVISORS, LLC5,325$184K0.01%+2,05013F-HRTimeline
Global Retirement Partners, LLC5,311$183K<0.01%13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,615$159K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,907$135K<0.01%+513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,736$129K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,624$125K<0.01%-18113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,482$121K<0.01%+1,52413F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,396$117K<0.01%+18513F-HRTimelineGroup
Continuum Advisory, LLC3,380$117K0.01%new13F-HRTimeline
SBI Securities Co., Ltd.3,237$112K<0.01%-44913F-HRTimeline
Integrated Wealth Concepts LLC2,654$91.6K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,971$68K<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC1,465$50.6K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,325$45.7K<0.01%+72513F-HRTimeline
Atomic Invest LLC1,245$43K<0.01%+94613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…885$30.3K<0.01%-70513F-HRTimeline
Blue Trust, Inc.530$18.3K<0.01%new13F-HRTimeline
Crewe Advisors LLC405$14K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…400$13.8K<0.01%013F-HRTimeline
SIGNATUREFD, LLC369$12.7K<0.01%+1913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC256$8.84K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC221$7.63K<0.01%+10713F-HRTimeline
Signature Equity Partners, LLC175$6.04K<0.01%013F-HRTimeline
AE Wealth Management LLC151$5.23K<0.01%new13F-HRTimeline
CX Institutional137$5K<0.01%013F-HRTimeline
Cheviot Value Management, LLC111$3.83K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC79$2.73K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.36$1.24K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…22$768<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC4$138<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC2$69<0.01%+113F-HRTimelineGroup