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Institutional Holders of RLY

There is a long list of 93 institutional holders of RLY within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of RLY by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-RLY table below, the initial column indicates the name of each top institutional holder of RLY, with a link to that fund's top holdings. The next columns indicate the amount of RLY stock held by each of the institutional holders of RLY, followed by the RLY position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Colony Group LLC1,302,773$35,461 12/31/2023
     RLY1,302,773$35,461 12/31/2023
Envestnet Asset Management Inc.1,042,047$28,365 12/31/2023
     RLY1,042,047$28,365 12/31/2023
Miracle Mile Advisors LLC1,006,910$28,143 03/31/2024
     RLY1,006,910$28,143 03/31/2024
D.A. Davidson & CO.985,864$26,835 12/31/2023
     RLY985,864$26,835 12/31/2023
Corrigan Financial Inc.840,086$23,480 03/31/2024
     RLY840,086$23,480 03/31/2024
Bank of America Corp DE841,132$22,896 12/31/2023
     RLY841,132$22,896 12/31/2023
First International Bank & Trust814,580$22,768 03/31/2024
     RLY814,580$22,768 03/31/2024
Apollon Wealth Management LLC638,685$17,385 12/31/2023
     RLY638,685$17,385 12/31/2023
LPL Financial LLC627,995$17,094 12/31/2023
     RLY627,995$17,094 12/31/2023
HighTower Advisors LLC627,579$17,071 12/31/2023
     RLY627,579$17,071 12/31/2023
Wells Fargo & Company MN588,294$16,013 12/31/2023
     RLY588,294$16,013 12/31/2023
Capital Planning Advisors LLC411,212$11,193 12/31/2023
     RLY411,212$11,193 12/31/2023
Trilogy Capital Inc.378,882$10,590 03/31/2024
     RLY378,882$10,590 03/31/2024
Morgan Stanley387,232$10,540 12/31/2023
     RLY387,232$10,540 12/31/2023
Harbor Group Inc.303,069$8,471 03/31/2024
     RLY303,069$8,471 03/31/2024
Visionary Wealth Advisors293,855$7,999 12/31/2023
     RLY293,855$7,999 12/31/2023
Eldridge Investment Advisors Inc.288,734$7,859 12/31/2023
     RLY288,734$7,859 12/31/2023
Curi Capital260,420$7,089 12/31/2023
     RLY260,420$7,089 12/31/2023
Thrivent Financial for Lutherans257,960$7,022 12/31/2023
     RLY257,960$7,022 12/31/2023
Tilson Financial Group Inc.240,345$6,718 03/31/2024
     RLY240,345$6,718 03/31/2024
Fortress Wealth Management Inc.223,253$6,240 03/31/2024
     RLY223,253$6,240 03/31/2024
Auxano Advisors LLC182,378$4,964 12/31/2023
     RLY182,378$4,964 12/31/2023
Cornerstone Wealth Group LLC167,083$4,670 03/31/2024
     RLY167,083$4,670 03/31/2024
Trust Point Inc.146,461$4,094 03/31/2024
     RLY146,461$4,094 03/31/2024
UBS Group AG143,546$3,907 12/31/2023
     RLY143,546$3,907 12/31/2023
Independent Family Office LLC123,735$3,458 03/31/2024
     RLY123,735$3,458 03/31/2024
DeDora Capital Inc.122,705$3,430 03/31/2024
     RLY122,705$3,430 03/31/2024
Retireful LLC117,901$3,295 03/31/2024
     RLY117,901$3,295 03/31/2024
Advisor Group Holdings Inc.108,723$2,960 12/31/2023
     RLY108,723$2,960 12/31/2023
HBK Sorce Advisory LLC103,634$2,821 12/31/2023
     RLY103,634$2,821 12/31/2023
MBE Wealth Management LLC82,857$2,316 03/31/2024
     RLY82,857$2,316 03/31/2024
Regal Investment Advisors LLC82,048$2,233 12/31/2023
     RLY82,048$2,233 12/31/2023
Wealth Enhancement Advisory Services LLC72,927$2,038 03/31/2024
     RLY72,927$2,038 03/31/2024
Captrust Financial Advisors62,652$1,705 12/31/2023
     RLY62,652$1,705 12/31/2023
Raymond James Financial Services Advisors Inc.58,147$1,625 03/31/2024
     RLY58,147$1,625 03/31/2024
Geneos Wealth Management Inc.52,072$1,417 12/31/2023
     RLY52,072$1,417 12/31/2023
Twelve Points Wealth Management LLC44,995$1,258 03/31/2024
     RLY44,995$1,258 03/31/2024
Scotia Capital Inc.43,812$1,193 12/31/2023
     RLY43,812$1,193 12/31/2023
Private Advisor Group LLC40,572$1,134 03/31/2024
     RLY40,572$1,134 03/31/2024
Apollon Financial LLC40,247$1,096 12/31/2023
     RLY40,247$1,096 12/31/2023
Raymond James & Associates37,690$1,053 03/31/2024
     RLY37,690$1,053 03/31/2024
Wiley BROS. Aintree Capital LLC30,361$849 03/31/2024
     RLY30,361$849 03/31/2024
Eclectic Associates Inc. ADV30,246$845 03/31/2024
     RLY30,246$845 03/31/2024
Barnes Pettey Financial Advisors LLC30,101$819 12/31/2023
     RLY30,101$819 12/31/2023
Aviance Capital Partners LLC28,417$794 03/31/2024
     RLY28,417$794 03/31/2024
Ellenbecker Investment Group28,167$787 03/31/2024
     RLY28,167$787 03/31/2024
Institutional & Family Asset Management LLC27,689$754 12/31/2023
     RLY27,689$754 12/31/2023
Legacy Financial Group LLC26,873$751 03/31/2024
     RLY26,873$751 03/31/2024
Private Client Services LLC27,081$737 12/31/2023
     RLY27,081$737 12/31/2023
Register Financial Advisors LLC25,861$723 03/31/2024
     RLY25,861$723 03/31/2024

See All: Funds Holding RLY
See Details: Top 10 Hedge Funds Holding RLY
Also See: RLY Holdings Changes

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