RLY

Ss Multi-asset Real Ret ETF

+$259.4M

Net Activity

Institutions Holding

151

Popularity Rank

#3541

Avg Weight

0.38%

Total Value

$824.0M

Ownership Trend

151 institutions currently hold RLY, with 98 net buyers and 41 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

41

Net Buying Institutions

98

Key Holders

Key Holders

Top 5 by Value

HF
Hantz Financial Services, INC.
$71.6M
EA
Envestnet Asset Management INC
$70.6M
DD
D.a. Davidson & Co.
$55.7M
TF
Tobias Financial Advisors, INC.
$38.7M
RJ
Raymond James Financial INC
$34.8M

Top 5 by Conviction

TF
Tobias Financial Advisors, INC.
5.39%
NE
New England Capital Financial Advisors LLC
4.92%
FF
Freedom Financial Partners LLC
4.35%
TF
Tilson Financial Group, Inc.
3.11%
EI
Eldridge Investment Advisors, Inc.
3.02%
View all 151 holding institutions

Quarterly Activity

Recent Activity

+$684.3M

Total Buy Value

$140.3M

Total Sell Value

New buy34
Trim37
Add64
Sold out4

98

Net Buyers

41

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SS MULTI-ASSET REAL RET ETF (RLY)?
Major stakeholders currently include Hantz Financial Services, INC. ($71.6M), Envestnet Asset Management INC ($70.6M), D.a. Davidson & Co. ($55.7M). Based on the latest 13F filings, there are a total of 151 tracked investment funds and institutions maintaining positions in RLY.
What is the overall institutional sentiment toward RLY recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $259.4M, driven by 98 managers accumulating shares while 41 reduced their exposure.
Which institutions have been selling or reducing their RLY positions?
In the latest period, 37 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $140.3M.
Are there any notable investors adding RLY to their portfolios?
Yes, buying activity remains notable. 34 institutions opened new positions in {ticker}, and 64 existing holders added to their shares. The total reported buy value for the quarter amounted to $684.3M.

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