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Security record · archived quarter

RLY

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024
30Tracked holders
+3Δ holders
7.34MShares held
$265.49MReported value
+4New positions
−1Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +11.1% · share flow +25.9% · net new positions +10.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 28 -1 9.34M $322.45M +2 −3
Q1 2026 30 +3 7.34M $265.49M +4 −1
Q4 2025 27 -1 5.83M $183.48M −1
Q3 2025 3 +1 846.65K $26.14M +1
Q4 2024 1 0 14.27K $385,656
Q3 2024 1 0 14.61K $419,949
Q2 2024 1 23.05K $636,899
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 1.95M +25.8% $70.65M 0.0% ▲ Add 2 SEC ↗
2 Raymond James Financial Inc 963.99K +138.9% $34.85M 0.0% ▲ Add 2 SEC ↗
3 Raymond James Financial Inc 963.99K +138.9% $34.85M 0.0% ▲ Add 2 SEC ↗
4 Morgan Stanley 948.99K -0.9% $34.31M 0.0% ▼ Trim 3 SEC ↗
5 Bank Of America Corp /De/ 888.05K +7.1% $32.10M 0.0% ▲ Add 2 SEC ↗
6 Bank Of America Corp /De/ 888.05K +7.1% $32.10M 0.0% ▲ Add 2 SEC ↗
7 LPL Financial LLC 733.73K +65.5% $26.52M 0.0% ▲ Add 2 SEC ↗
8 HighTower Advisors, LLC 493.09K -23.9% $17.83M 0.0% ▼ Trim 2 SEC ↗
9 Focus Partners Wealth 276.86K -2.9% $10.01M 0.0% ▼ Trim 2 SEC ↗
10 Cwm, Llc 212.12K +1631600.0% $7.67M 0.0% ▲ Add 2 SEC ↗
11 Wells Fargo & Company/Mn 186.87K -14.2% $6.76M 0.0% ▼ Trim 2 SEC ↗
12 Wells Fargo & Company/Mn 186.87K -14.2% $6.76M 0.0% ▼ Trim 2 SEC ↗
13 Bank of New York Mellon Corp 137.88K +26.8% $4.98M 0.0% ▲ Add 2 SEC ↗
14 Bank of New York Mellon Corp 137.88K +26.8% $4.98M 0.0% ▲ Add 2 SEC ↗
15 UBS Group AG 119.53K +18.8% $4.32M 0.0% ▲ Add 2 SEC ↗
16 UBS Group AG 119.53K +18.8% $4.32M 0.0% ▲ Add 2 SEC ↗
17 Royal Bank Of Canada 91.53K +560.7% $3.31M 0.0% ▲ Add 2 SEC ↗
18 Royal Bank Of Canada 91.53K +560.7% $3.31M 0.0% ▲ Add 2 SEC ↗
19 Royal Bank Of Canada 91.53K +560.7% $3.31M 0.0% ▲ Add 2 SEC ↗
20 JPMorgan Chase 76.67K +2676.0% $2.76M 0.0% ▲ Add 3 SEC ↗
21 JPMorgan Chase 76.67K +2676.0% $2.76M 0.0% ▲ Add 3 SEC ↗
22 Captrust Financial Advisors 62.20K +6.8% $2.25M 0.0% ▲ Add 2 SEC ↗
23 Wealth Enhancement Advisory… 44.26K -2.1% $1.61M 0.0% ▼ Trim 2 SEC ↗
24 Mariner, LLC 39.46K +16.9% $1.43M 0.0% ▲ Add 2 SEC ↗
25 Osaic Holdings, Inc. 27.54K -0.7% $995,737 0.0% ▼ Trim 2 SEC ↗
26 Osaic Holdings, Inc. 27.54K -0.7% $995,737 0.0% ▼ Trim 2 SEC ↗
27 Stifel Financial Corp 25.23K +79.8% $911,886 0.0% ▲ Add 2 SEC ↗
28 Cetera Investment Advisers 19.96K -11.3% $721,555 0.0% ▼ Trim 2 SEC ↗
29 Commonwealth Equity Services, Llc 12.32K +44.8% $445,390 0.0% ▲ Add 2 SEC ↗
30 Bank Of Montreal /Can/ 11.23K +2.4% $405,856 0.0% ▲ Add 2 SEC ↗
31 Bank Of Montreal /Can/ 11.23K +2.4% $405,856 0.0% ▲ Add 2 SEC ↗
32 Jane Street Group, Llc 7.35K -82.4% $265,702 0.0% ▼ Trim 2 SEC ↗
33 Rockefeller Capital Management L.P. 3.90K -1.0% $141,069 0.0% ▼ Trim 2 SEC ↗
34 Fifth Third Bancorp 3.21K New $116,077 0.0% New 1 SEC ↗
35 Us Bancorp \De\ 1.97K New $71,252 0.0% New 1 SEC ↗
36 Jones Financial Companies Lllp 1.96K -8.3% $70,253 0.0% ▼ Trim 2 SEC ↗
37 Assetmark, Inc 256 0.0% $9,254 0.0% Held 2 SEC ↗
38 Northwestern Mutual Wealth… 9 0.0% $334 0.0% Held 2 SEC ↗
39 Simplex Trading, Llc 2 New $72 0.0% New 1 SEC ↗
40 Fidelity (FMR) 1 New $36 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Fifth Third Bancorp $116,077 0.0%
Us Bancorp \De\ $71,252 0.0%
Simplex Trading, Llc $72 0.0%
Fidelity (FMR) $36 0.0%

Exited

Qube Research & Technologies… $5,567 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 150 holders, 22.73M shares, $707.47M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API