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This page summarizes the RLY holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether RLY is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
13F Filers Increasing RLY Share Count |
Corrigan Financial Inc. |
240,383 |
840,086 |
+599,703 |
+249.48% |
FSC Wealth Advisors LLC |
9,666 |
16,216 |
+6,550 |
+67.76% |
Raymond James Financial Services Advisors Inc. |
35,257 |
58,147 |
+22,890 |
+64.92% |
Ellenbecker Investment Group |
25,125 |
28,167 |
+3,042 |
+12.11% |
Fortress Wealth Management Inc. |
205,292 |
223,253 |
+17,961 |
+8.75% |
Register Financial Advisors LLC |
24,327 |
25,861 |
+1,534 |
+6.31% |
Veracity Capital LLC |
13,086 |
13,904 |
+818 |
+6.25% |
Cornerstone Wealth Management LLC |
9,306 |
9,772 |
+466 |
+5.01% |
Tilson Financial Group Inc. |
228,911 |
240,345 |
+11,434 |
+4.99% |
Twelve Points Wealth Management LLC |
43,070 |
44,995 |
+1,925 |
+4.47% |
MBE Wealth Management LLC |
79,884 |
82,857 |
+2,973 |
+3.72% |
Harbor Group Inc. |
293,472 |
303,069 |
+9,597 |
+3.27% |
Raymond James & Associates |
36,985 |
37,690 |
+705 |
+1.91% |
Independent Family Office LLC |
123,120 |
123,735 |
+615 |
+0.50% |
Shepherd Financial Partners LLC |
10,776 |
10,783 |
+7 |
+0.06% |
13F Filers Reporting New Positions In RLY |
Wiley BROS. Aintree Capital LLC |
0 |
30,361 |
+30,361 |
+100% |
Private Trust Co. NA |
0 |
600 |
+600 |
+100% |
Trilogy Capital Inc. |
0 |
378,882 |
+378,882 |
+100% |
Coastal Investment Advisors Inc. |
0 |
1,159 |
+1,159 |
+100% |
Legacy Financial Group LLC |
0 |
26,873 |
+26,873 |
+100% |
Fermata Advisors LLC |
0 |
7,228 |
+7,228 |
+100% |
First International Bank & Trust |
0 |
814,580 |
+814,580 |
+100% |
Catalyst Financial Partners LLC |
0 |
17,670 |
+17,670 |
+100% |
13F Filers With Unchanged Share Count |
JNBA Financial Advisors |
404 |
404 |
UNCH |
0.00% |
13F Filers Decreasing RLY Share Count |
Global Retirement Partners LLC |
3,333 |
839 |
-2,494 |
-74.83% |
Trust Point Inc. |
235,364 |
146,461 |
-88,903 |
-37.77% |
Private Advisor Group LLC |
53,670 |
40,572 |
-13,098 |
-24.40% |
DeDora Capital Inc. |
157,548 |
122,705 |
-34,843 |
-22.12% |
Eclectic Associates Inc. ADV |
38,299 |
30,246 |
-8,053 |
-21.03% |
Commonwealth Equity Services LLC |
26,110 |
21,546 |
-4,564 |
-17.48% |
Miracle Mile Advisors LLC |
1,120,726 |
1,006,910 |
-113,816 |
-10.16% |
Retireful LLC |
130,485 |
117,901 |
-12,584 |
-9.64% |
Wealth Enhancement Advisory Services LLC |
77,558 |
72,927 |
-4,631 |
-5.97% |
Aviance Capital Partners LLC |
30,185 |
28,417 |
-1,768 |
-5.86% |
Cornerstone Wealth Group LLC |
172,669 |
167,083 |
-5,586 |
-3.24% |
13F Filers Exiting RLY |
International Assets Investment Management LLC |
38,559 |
0 |
-38,559 |
-100.00% |
Wagner Wealth Management LLC |
96 |
0 |
-96 |
-100.00% |
AdvisorNet Financial Inc |
193,513 |
0 |
-193,513 |
-100.00% |
NBC Securities Inc. |
68 |
0 |
-68 |
-100.00% |
See Summary: Institutional Holders of RLY
See Details: Top 10 Hedge Funds Holding RLY
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