RLY institutional holders

State Street Multi-Asset Real Return ETF · 174 reporting institutions · $875.6M reported value

Funds that can replace RLY · RLY return decomposition

Institutional holdings

Institutions reporting RLY, largest first
InstitutionReported positionAdvisors at firmReport period
Envestnet Pmc$74.6M602026-06-30
D.A. Davidson & Co.$55.7M6892026-06-30
Raymond James Financial Inc$55.5M02026-06-30
Bank of America Corp /de$49.6M02026-06-30
Morgan Stanley$43.7M23,1852026-06-30
Savant Wealth Management$40.8M4052026-06-30
Tobias Financial Advisors, Inc.$37.2M82026-06-30
Lpl Financial LLC$29.8M23,4582026-06-30
First International Bank & Trust$24M02025-09-30
Wealth Enhancement Trust Services, Inc.$23M02026-06-30
Trilogy Capital, Inc.$22.9M722026-06-30
Sentinel Pension Advisors, LLC$20.5M512026-06-30
Johnson Bixby & Associates, LLC$18.3M132026-06-30
New England Capital Financial Advisors LLC$17.5M62026-06-30
Hightower Advisors, LLC$16.9M1,0462026-06-30
Private Wealth Asset Management$16.7M222026-06-30
Earned Wealth Advisors, LLC$14.2M462026-06-30
Private Advisor Group, LLC$13.9M9272026-06-30
Smartleaf Asset Management LLC$13.8M92026-06-30
Eldridge Investment Advisors Inc$13.8M82026-06-30
First National Advisers, LLC$13.5M292026-06-30
Curi Capital, LLC$12.1M942026-06-30
Freedom Financial Partners LLC$11.8M42026-06-30
First Heartland Consultants, Inc.$10.3M992026-06-30
Harbor Group, Inc.$10.2M92026-06-30
Tilson Financial Group Inc$9.8M72026-06-30
Focus Partners Wealth$9.8M1,0482026-06-30
Pinnacle Financial Partners, Inc.$9.7M02026-06-30
Rfg - Bristol Wealth Advisors, LLC$9.4M52026-06-30
Intrua Financial, LLC$8.7M362026-06-30
Private Client Services, LLC$8M662026-06-30
Cwm, LLC$7.7M6672026-03-31
Jpmorgan Chase & Co$7.1M02026-06-30
Wells Fargo & Company/mn$6.5M02026-06-30
Catalyst Financial Partners LLC$6.1M112026-06-30
Bank of New York Mellon Corp$5.6M02026-06-30
Belpointe Asset Management LLC$5.6M1702026-06-30
Fortis Capital Advisors, LLC$5.6M712026-06-30
Larson Financial Group LLC$5.1M672026-06-30
UBS Group AG$4.7M02026-06-30
Trinity Wealth Management, LLC$4.6M42026-06-30
Royal Bank of Canada$4.4M02026-06-30
Mariner, LLC$4M02026-06-30
Mbe Wealth Management, LLC$4M122026-06-30
Geneos Wealth Management, Inc.$3.4M1932026-06-30
Crusonia Wealth Advisors LLC$2.5M172026-06-30
Apollon Wealth Management, LLC$2.5M1512026-06-30
United Advisor Group, LLC$2.4M582026-06-30
Regal Investment Advisors LLC$2.4M1172026-06-30
Portside Wealth Group, LLC$2.2M562026-06-30
Coastal Bridge Advisors, LLC$2.1M392026-06-30
Captrust Financial Advisors$2.1M9622026-06-30
Illumine Investment Management, LLC$2.1M32026-06-30
Sanctuary Advisors, LLC$2M4012026-06-30
Kwb Wealth$2M102026-06-30
Nuveen, LLC$2M02026-06-30
Scotia Capital Inc.$1.9M02026-06-30
Pathstone Holdings, LLC$1.9M02026-06-30
Cornerstone Advisors Asset Management, LLC$1.8M262026-06-30
Barnes Pettey Financial Advisors, LLC$1.8M82026-06-30
Brooklyn Investment Group$1.7M02026-03-31
Register Financial Advisors LLC$1.7M02026-06-30
Horan Wealth, LLC$1.6M222026-06-30
Wealth Enhancement Advisory Services, LLC$1.6M1,0262026-06-30
Orion Porfolio Solutions, LLC$1.5M1992026-06-30
Xml Financial, LLC$1.5M282026-06-30
Twelve Points Wealth Management LLC$1.5M202026-06-30
Merit Financial Group, LLC$1.4M2952026-06-30
Eversource Wealth Advisors, LLC$1.4M772026-06-30
Summit Financial, LLC$1.4M2292026-06-30
Independent Family Office, LLC$1.4M32026-06-30
Shelton Capital Management$1.3M152026-06-30
Osaic Holdings, Inc.$1.2M02026-06-30
Knuff & Co LLC$1.1M12026-06-30
Aviance Capital Partners, LLC$1.1M62026-06-30
&partners$1.1M5552026-06-30
Waverly Advisors, LLC$1.1M2312026-06-30
Compound Planning, Inc.$1M752026-06-30
Commonwealth Equity Services, LLC$1M2,8632026-06-30
Stifel Financial Corp$979.8K02026-06-30
Salomon & Ludwin, LLC$957.3K62026-06-30
Win Advisors, Inc$950.6K42026-06-30
Ifg Advisory, LLC$947.1K1102026-06-30
Breakwater Investment Management$945.3K32026-06-30
Kestra Advisory Services, LLC$930.8K1,4792026-06-30
Farther Finance Advisors, LLC$912.8K3342026-06-30
Fermata Advisors$812.8K132026-06-30
Eclectic Associates Inc /adv$756.7K112026-06-30
Legacy Financial Group LLC$734.1K82026-06-30
Veracity Capital LLC$733K102026-06-30
Cetera Investment Advisers$688.2K10,3702026-06-30
Mutual Advisors, LLC$653.5K1532026-06-30
Xy Planning Network, Inc.$607.4K02026-06-30
Flagship Harbor Advisors, LLC$601.5K602026-06-30
Providence First Trust Co$575.4K02026-06-30
Keystone Financial Group$541.6K342026-06-30
Equitable Holdings, Inc.$537.8K02026-06-30
Cornerstone Wealth Management, LLC$526.4K02026-06-30
Davidson Trust Co$512.7K02026-06-30
Ethic Inc.$472.1K92026-06-30
Prairieview Wealth Partners, LLC$471.3K42026-06-30
Coppell Advisory Solutions LLC$471.1K762026-06-30
Waterloo Capital, LP$456.9K572026-06-30
Pasadena Private Wealth, LLC$453K02026-06-30
City National Bank of Florida /msd$448.7K02026-06-30
Atria Investments, Inc$446.8K62026-06-30
Schmidt P J Investment Management Inc$433.1K02026-06-30
Creative Financial Designs Inc /adv$405.3K02026-06-30
Ignite Planners LLC$404.1K242026-06-30
Composition Wealth, LLC$394.8K762026-06-30
Rfg Advisory, LLC$345.3K1912026-06-30
Wealthcare Advisory Partners LLC$344.7K1702026-06-30
Retireful LLC$335.2K12026-06-30
L.K. Benson & Company, P.C.$311.3K22026-06-30
Bank of Montreal /can$301.3K02026-06-30
Lasalle St. Investment Advisors, LLC$299.6K1612026-06-30
Diversify Advisory Services, LLC$296.3K1162026-06-30
Diversify Wealth Management, LLC$296.3K782026-06-30
World Investment Advisors$294.3K3592026-06-30
Moneco Advisors, LLC$293.2K502026-06-30
Brass Tax Wealth Management, Inc$291K02025-09-30
J.W. Cole Advisors, Inc.$288.3K4992026-06-30
Shepherd Financial Partners LLC$287.2K82026-06-30
Financial Network Wealth Advisors LLC$287K72026-06-30
Hcr Wealth Advisors$279.9K102026-06-30
Thompson Davis & Co., Inc.$276.3K52026-06-30
Langley Wealth Management, LLC$271.6K42026-06-30
Norden Group LLC$259.8K222026-06-30
Lanark Financial, Inc.$240.3K692026-06-30
Federation Des Caisses Desjardins Du Quebec$234.7K02026-06-30
Cornerstone Wealth Group, LLC$224.1K302026-06-30
Brookwood Investment Group LLC$207.6K692026-06-30
Elevation Capital Advisory, LLC$204.4K22026-06-30
Alliance Wealth Advisors, LLC /ut$200.2K122026-06-30
Advisors Asset Management, Inc.$184.9K1272026-06-30
Jfs Wealth Advisors, LLC$183.8K332026-06-30
Global Retirement Partners LLC$183.3K4912026-06-30
Ameritas Advisory Services, LLC$159.3K5502026-06-30
Rockefeller Capital Management LP$134.9K3462026-06-30
PNC Financial Services Group, Inc.$128.9K02026-06-30
Harbour Investments, Inc.$125.1K2472026-06-30
Jones Financial Companies LLLP$120.7K02026-06-30
Fifth Third Bancorp$117.2K02026-06-30
Continuum Advisory, LLC$116.6K402026-06-30
Sbi Securities Co., Ltd.$111.7K02026-06-30
Integrated Wealth Concepts LLC$91.6K4802026-06-30
Hantz Financial Services, Inc.$72.9K3962026-06-30
US Bancorp$68K02026-06-30
Plante Moran Financial Advisors$50.6K1312026-06-30
Private Trust Co NA$45.7K02026-06-30
Comerica Bank$44.2K02025-12-31
International Assets Investment Management, LLC$30.3K1222026-06-30
Org Partners LLC$24.4K02025-12-31
Capital Analysts, LLC$24.2K6082026-06-30
Blue Trust, Inc.$18.3K02026-06-30
Crewe Advisors LLC$14K262026-06-30
Steward Partners Investment Advisory, LLC$13.8K4812026-06-30
Signaturefd, LLC$12.7K492026-06-30
Thrivent Financial for Lutherans$12.1K02026-06-30
Assetmark, Inc$8.8K2202026-06-30
O'Shaughnessy Asset Management, LLC$7.6K582026-06-30
Signature Equity Partners, LLC$6K342026-06-30
Ae Wealth Management LLC$5.2K4712026-06-30
CIBC Private Wealth Group LLC$5.1K02025-12-31
Cheviot Value Management, LLC$3.8K82026-06-30
Golden State Wealth Management, LLC$2.7K472026-06-30
Cambridge Investment Research Advisors, Inc.$1.8K3,9402026-03-31
Janney Montgomery Scott LLC$1.8K1,3422026-06-30
Silver Grove Financial Group, Inc.$1.2K172026-06-30
Betterment LLC$836282026-06-30
Pension & Wealth Management Advisors, Inc.$76872026-06-30
Buck Wealth Strategies, LLC$138502026-06-30
Fmr LLC$6902026-06-30
Cx Institutional$5802026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30