Who owns State Street Multi-Asset Real Return ETF?
Institutional ownership of RLY from SEC Form 13F filings across 106 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
106
13F holders
$587.4M
value, 2026 filers
91.7%
of shares outstanding (18.2M sh)
21
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of RLY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 2.2M | $74.6M | 0.0% | 10.9% | +10.6% |
| 2 | D.A. DAVIDSON & CO. | 1.6M | $55.7M | 0.3% | 8.1% | +4.9% |
| 3 | RAYMOND JAMES FINANCIAL INC | 1.6M | $55.5M | 0.0% | 8.1% | +66.8% |
| 4 | BANK OF AMERICA CORP /DE/ | 1.4M | $49.6M | 0.0% | 7.2% | +61.7% |
| 5 | MORGAN STANLEY | 1.3M | $43.7M | 0.0% | 6.4% | +33.4% |
| 6 | Savant Capital, LLC | 1.2M | $40.8M | 0.1% | 5.8% | +68.0% |
| 7 | TOBIAS FINANCIAL ADVISORS, INC. | 1.1M | $37.2M | 4.7% | 5.4% | +0.8% |
| 8 | LPL Financial LLC | 864,551 | $29.8M | 0.0% | 4.3% | +17.8% |
| 9 | Capital Analysts, LLC | 701,421 | $24,206 | 0.6% | 3.5% | +0.6% |
| 10 | New England Capital Financial Advisors LLC | 508,246 | $17.5M | 4.2% | 2.6% | +2.3% |
| 11 | HighTower Advisors, LLC | 491,063 | $16.9M | 0.0% | 2.5% | -0.4% |
| 12 | Private Wealth Asset Management, LLC | 482,919 | $16.7M | 1.6% | 2.4% | +31.8% |
| 13 | EARNED WEALTH ADVISORS, LLC | 412,457 | $14.2M | 0.9% | 2.1% | +8.0% |
| 14 | Thrivent Financial for Lutherans | 352,052 | $12,149 | 0.0% | 1.8% | +2.6% |
| 15 | First Heartland Consultants, Inc. | 297,150 | $10.3M | 0.7% | 1.5% | -0.1% |
| 16 | Harbor Group, Inc. | 295,829 | $10.2M | 1.2% | 1.5% | +1.5% |
| 17 | Focus Partners Wealth | 283,121 | $9.8M | 0.0% | 1.4% | +2.3% |
| 18 | Pinnacle Financial Partners, Inc.NEW | 279,860 | $9.7M | 0.1% | 1.4% | new |
| 19 | Intrua Financial, LLC | 251,691 | $8.7M | 0.8% | 1.3% | +557.6% |
| 20 | JPMORGAN CHASE & CO | 206,644 | $7.1M | 0.0% | 1% | +169.5% |
| 21 | WELLS FARGO & COMPANY/MN | 187,552 | $6.5M | 0.0% | 0.9% | +0.4% |
| 22 | Bank of New York Mellon Corp | 161,410 | $5.6M | 0.0% | 0.8% | +17.1% |
| 23 | Larson Financial Group LLC | 146,891 | $5.1M | 0.1% | 0.7% | +233.3% |
| 24 | UBS Group AG | 135,787 | $4.7M | 0.0% | 0.7% | +13.6% |
| 25 | Cambridge Investment Research Advisors, Inc. | 132,030 | $4,556 | 0.0% | 0.7% | +158.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.