Who Owns State Street Multi-Asset Real Return ETF (RLY)?Hedge Fund & Institutional Holders

$35.81-0.33 (-0.91%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -6

Price History

$25.82$28.44$31.07$33.69$36.31Sep 24Jun 25Mar 26

RLY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
D.A. DAVIDSON & CO.New Position+1.5M+$46.9B
BANK OF AMERICA CORP /DE/Increased+80K+$25.0B
New England Capital Financial Advisors LLCNew Position+494K+$15.5B
Trilogy Capital Inc.New Position+409K+$12.9B
EARNED WEALTH ADVISORS, LLCNew Position+370K+$11.6B
Freedom Financial Partners LLCNew Position+329K+$10.3B
Smartleaf Asset Management LLCNew Position+308K+$9.0B
RFG - Bristol Wealth Advisors, LLCNew Position+243K+$7.6B
Private Wealth Asset Management, LLCNew Position+200K+$6.3B
Geneos Wealth Management Inc.New Position+106K+$3.3B
MBE Wealth Management, LLCNew Position+89K+$2.8B
CATALYST FINANCIAL PARTNERS LLCIncreased+58K+$1.8B
Illumine Investment Management, LLCNew Position+54K+$1.7B
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCNew Position+54K+$1.7B
Coastal Bridge Advisors, LLCNew Position+52K+$1.6B

RLY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
First International Bank & TrustClosed Position-777K-$24.0B
Larson Financial Group LLCDecreased-86K-$4.1B
CAPTRUST FINANCIAL ADVISORSDecreased-5K-$2.0B
WELLS FARGO & COMPANY/MNDecreased-38K-$1.9B
Advisors Asset Management, Inc.Decreased-307-$558.3M
PRAIRIEVIEW WEALTH PARTNERS, LLCDecreased-152-$450.4M
HBK Sorce Advisory LLCClosed Position-11K-$329.2M
Visionary Wealth AdvisorsClosed Position-10K-$308.3M
BRASS TAX WEALTH MANAGEMENT, INCClosed Position-9K-$291.0M
XY Planning Network, Inc.Decreased-10K-$257.7M
ECLECTIC ASSOCIATES INC /ADVDecreased-5K-$156.0M
CREATIVE FINANCIAL DESIGNS INC /ADVDecreased-1K-$38.1M
Advisory Services Network, LLCClosed Position-203-$6.3M
NewEdge Advisors, LLCClosed Position-65-$2.0M
Matrix Trust CoDecreased-35K-$1.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1D.A. DAVIDSON & CO.1,490,134$46.9B0.29%Share
2BANK OF AMERICA CORP /DE/644,984$20.0B0.00%Share
3New England Capital Financial Advisors LLC494,151$15.5B6.07%Share
4Trilogy Capital Inc.409,398$12.9B0.58%Share
5EARNED WEALTH ADVISORS, LLC370,244$11.6B1.24%Share
6Eldridge Investment Advisors, Inc.367,171$11.5B2.54%Share
7RAYMOND JAMES FINANCIAL INC357,325$11.0B0.00%Share
8Freedom Financial Partners LLC328,724$10.3B3.76%Share
9First Heartland Consultants, Inc.305,276$9.6B0.73%Share
10Harbor Group, Inc.293,727$9.2B1.38%Share
11Smartleaf Asset Management LLC308,233$9.0B0.34%Share
12Curi Capital, LLC271,419$8.0B0.14%Share
13Focus Partners Wealth285,150$8.0B0.01%Share
14RFG - Bristol Wealth Advisors, LLC242,734$7.6B2.13%Share
15PRIVATE CLIENT SERVICES, LLC219,030$6.9B2.15%Share
16Private Wealth Asset Management, LLC200,236$6.3B0.68%Share
17BANK OF AMERICA CORP /DE/184,386$5.0B0.00%Share
18CATALYST FINANCIAL PARTNERS LLC111,925$3.5B0.39%Share
19Geneos Wealth Management Inc.105,620$3.3B0.08%Share
20UBS Group AG100,577$3.2B0.00%Share
21WELLS FARGO & COMPANY/MN122,132$3.0B0.00%Share
22WELLS FARGO & COMPANY/MN95,636$3.0B0.00%Share
23MBE Wealth Management, LLC89,379$2.8B1.18%Share
24KWB Wealth75,762$2.4B0.23%Share
25Regal Investment Advisors LLC74,267$2.3B0.14%Share
26United Advisor Group, LLC61,714$1.9B0.24%Share
27Illumine Investment Management, LLC54,225$1.7B1.24%Share
28CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC53,886$1.7B0.27%Share
29Coastal Bridge Advisors, LLC51,916$1.6B0.12%Share
30Intrua Financial, LLC50,646$1.6B0.17%Share
31Register Financial Advisors LLC45,874$1.4B0.56%Share
32HORAN Wealth, LLC45,030$1.4B0.22%Share
33Twelve Points Wealth Management LLC39,089$1.3B0.28%Share
34Independent Family Office, LLC39,611$1.2B0.52%Share
35BARNES PETTEY FINANCIAL ADVISORS, LLC37,241$1.2B0.58%Share
36Atria Investments, Inc61,273$1.0B0.01%Share
37Brooklyn Investment Group44,222$1.0B0.05%Share
38RAYMOND JAMES FINANCIAL INC46,237$1.0B0.00%Share
39Private Advisor Group, LLC52,300$1.0B0.00%Share
40SCOTIA CAPITAL INC.46,979$1.0B0.00%Share
41Farther Finance Advisors, LLC21,083$663.0M0.01%Share
42Legacy Financial Group LLC19,034$652.0M0.08%Share
43Legacy Financial Group LLC20,531$633.0M0.08%Share
44Veracity Capital LLC19,686$619.0M0.18%Share
45Fermata Advisors, LLC18,825$592.0M0.14%Share
46Keystone Financial Group18,757$589.0M0.04%Share
47Johnson Bixby & Associates, LLC18,007$566.0M0.07%Share
48XY Planning Network, Inc.17,710$556.0M0.10%Share
49ECLECTIC ASSOCIATES INC /ADV17,413$547.0M0.09%Share
50Cornerstone Wealth Management, LLC14,301$449.0M0.02%Share

RLY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025127$262.3B+56
Q3 202571$158.4B-34
Q2 2025105$328.4B-2
Q1 2025107$350.1B+11
Q4 202496$3.6T+33
Q3 202463$50.0T-5
Q2 202468$47.5T+5
Q1 202463$396.7T—

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As of Q4 2025, 50 institutional investors hold RLY (State Street Multi-Asset Real Return ETF). The largest holder is D.A. DAVIDSON & CO. with $46.9B in shares. This quarter, 13 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own RLY?

As of Q4 2025, 50 institutional investors report holding RLY (State Street Multi-Asset Real Return ETF) in their 13F filings.

Who is the largest institutional holder of RLY?

The largest institutional holder of RLY is D.A. DAVIDSON & CO. with $46.9B in shares.

Is institutional ownership of RLY increasing or decreasing?

This quarter, 13 institutions opened new positions in RLY and 6 closed their positions.