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Security record

RLY

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024
28Tracked holders
-1Δ holders
9.34MShares held
$322.45MReported value
+2New positions
−3Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -3.4% · share flow +30.0% · net new positions -3.6%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 2.16M +10.6% $74.61M 0.0% ▲ Add 3 SEC ↗
2 Raymond James Financial Inc 1.61M +66.8% $55.49M 0.0% ▲ Add 3 SEC ↗
3 Raymond James Financial Inc 1.61M +66.8% $55.49M 0.0% ▲ Add 3 SEC ↗
4 Bank Of America Corp /De/ 1.44M +61.7% $49.56M 0.0% ▲ Add 3 SEC ↗
5 Bank Of America Corp /De/ 1.44M +61.7% $49.56M 0.0% ▲ Add 3 SEC ↗
6 Morgan Stanley 1.27M +33.4% $43.67M 0.0% ▲ Add 4 SEC ↗
7 LPL Financial LLC 864.55K +17.8% $29.84M 0.0% ▲ Add 3 SEC ↗
8 HighTower Advisors, LLC 491.06K -0.4% $16.95M 0.0% ▼ Trim 3 SEC ↗
9 Focus Partners Wealth 283.12K +2.3% $9.77M 0.0% ▲ Add 3 SEC ↗
10 JPMorgan Chase 206.64K +169.5% $7.13M 0.0% ▲ Add 4 SEC ↗
11 JPMorgan Chase 206.64K +169.5% $7.13M 0.0% ▲ Add 4 SEC ↗
12 Wells Fargo & Company/Mn 187.55K +0.4% $6.47M 0.0% ▲ Add 3 SEC ↗
13 Wells Fargo & Company/Mn 187.55K +0.4% $6.47M 0.0% ▲ Add 3 SEC ↗
14 Bank of New York Mellon Corp 161.41K +17.1% $5.57M 0.0% ▲ Add 3 SEC ↗
15 Bank of New York Mellon Corp 161.41K +17.1% $5.57M 0.0% ▲ Add 3 SEC ↗
16 UBS Group AG 135.79K +13.6% $4.69M 0.0% ▲ Add 3 SEC ↗
17 UBS Group AG 135.79K +13.6% $4.69M 0.0% ▲ Add 3 SEC ↗
18 Royal Bank Of Canada 126.29K +38.0% $4.36M 0.0% ▲ Add 3 SEC ↗
19 Royal Bank Of Canada 126.29K +38.0% $4.36M 0.0% ▲ Add 3 SEC ↗
20 Royal Bank Of Canada 126.29K +38.0% $4.36M 0.0% ▲ Add 3 SEC ↗
21 Mariner, LLC 116.33K +194.8% $4.01M 0.0% ▲ Add 3 SEC ↗
22 Mariner, LLC 116.33K +194.8% $4.01M 0.0% ▲ Add 3 SEC ↗
23 Captrust Financial Advisors 60.02K -3.5% $2.07M 0.0% ▼ Trim 3 SEC ↗
24 Nuveen, LLC 56.69K New $1.96M 0.0% New 1 SEC ↗
25 Wealth Enhancement Advisory… 44.74K +1.1% $1.57M 0.0% ▲ Add 3 SEC ↗
26 Osaic Holdings, Inc. 33.80K +22.8% $1.17M 0.0% ▲ Add 3 SEC ↗
27 Osaic Holdings, Inc. 33.80K +22.8% $1.17M 0.0% ▲ Add 3 SEC ↗
28 Commonwealth Equity Services, Llc 29.47K +139.2% $1.02M 0.0% ▲ Add 3 SEC ↗
29 Stifel Financial Corp 28.39K +12.6% $979,805 0.0% ▲ Add 3 SEC ↗
30 Cetera Investment Advisers 19.94K -0.1% $688,235 0.0% ▼ Trim 3 SEC ↗
31 Bank Of Montreal /Can/ 8.73K -22.2% $301,342 0.0% ▼ Trim 3 SEC ↗
32 Bank Of Montreal /Can/ 8.73K -22.2% $301,342 0.0% ▼ Trim 3 SEC ↗
33 Rockefeller Capital Management L.P. 3.91K +0.1% $134,850 0.0% ▲ Add 3 SEC ↗
34 Pnc Financial Services Group, Inc. 3.74K New $128,929 0.0% New 1 SEC ↗
35 Jones Financial Companies Lllp 3.48K +77.8% $120,651 0.0% ▲ Add 3 SEC ↗
36 Fifth Third Bancorp 3.40K +5.8% $117,196 0.0% ▲ Add 2 SEC ↗
37 Us Bancorp \De\ 1.97K 0.0% $68,019 0.0% Held 2 SEC ↗
38 Assetmark, Inc 256 0.0% $8,835 0.0% Held 3 SEC ↗
39 Fidelity (FMR) 2 +100.0% $69 0.0% ▲ Add 2 SEC ↗

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

New buyers

Nuveen, LLC $1.96M 0.0%
Pnc Financial Services Group… $128,929 0.0%

Exited

Jane Street Group, Llc $265,702 was 0.0%
Northwestern Mutual Wealth… $334 was 0.0%
Simplex Trading, Llc $72 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: Q2 2026 · Methodology · Get this via the API