Who owns KELLY STRATEGIC ETF TRUST?

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Analyze quarterly positions in Kelly Strategic Etf Trust with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Kelly Strategic Etf Trust stock

Who bought or sold KELLY STRATEGIC ETF TRUST this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Boulay Financial Advisors 3.4M $115M -1% Sep 2025
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Royal Bank of Canada 1.3M $44M 2% Sep 2025
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Kovitz Investment Group Partners 811k $28M 1% Sep 2025
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Tradition Wealth Management 450k $15M 2% Sep 2025
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Mutual Advisors 449k $15M 2% Sep 2025
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Boyum Wealth Architects 311k $11M 16% Sep 2025
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Financial Designs Corp 267k $8.8M 9% Sep 2025
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GeoWealth Management 252k $8.6M 3% Sep 2025
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Apexium Financial 242k $8.3M 21% Sep 2025
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Mml Investors Services 229k $7.9M -2% Sep 2025
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MBL Wealth 212k $7.3M 3% Sep 2025
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Ausdal Financial Partners 124k $4.3M 2% Sep 2025
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Ted Buchan & Co 123k $4.2M -12% Sep 2025
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Ohe Financial 122k $4.2M -1% Sep 2025
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Freedom Financial Partners 120k $4.1M 5% Sep 2025
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Capital Management Associates 108k $3.7M 0% Sep 2025
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LPL Financial 103k $3.5M 16% Sep 2025
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UBS Group 98k $3.4M 64% Sep 2025
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Envestnet Asset Management 90k $3.1M -2% Sep 2025
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Sykon Capital 71k $2.4M -8% Sep 2025
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Northwestern Mutual Wealth Management Company 65k $2.2M 28% Sep 2025
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Fullcircle Wealth 65k $2.1M 1% Sep 2025
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BlackDiamond Wealth Management 64k $2.2M -3% Sep 2025
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J2 Capital Management 62k $2.1M 2% Sep 2025
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Belpointe Asset Management 50k $1.7M -2% Sep 2025
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We Are One Seven 35k $1.2M 12% Sep 2025
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Atria Investments 32k $1.1M 4% Sep 2025
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Mariner Wealth Advisors 32k $1.1M 5% Sep 2025
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Integrated Wealth Concepts 31k $1.1M -18% Sep 2025
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Brookwood Investment Group 28k $941k 4% Sep 2025
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Jane Street 21k $729k 137% Sep 2025
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Accurate Wealth Management 20k $667k -6% Sep 2025
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Citadel Advisors 19k $637k -8% Sep 2025
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Great Valley Advisor Group 17k $598k 0% Sep 2025
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Flagship Harbor Advisors 16k $552k 31% Sep 2025
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Jacobi Capital Management 15k $500k -3% Sep 2025
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IHT Wealth Management 13k $451k 5% Sep 2025
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Marks Group Wealth Management 12k $402k 3% Sep 2025
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Pinnacle Bank 12k $394k 5% Sep 2025
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SeaCrest Wealth Management 11k $383k 20% Sep 2025
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Hrt Financial 11k $378k 100% Sep 2025
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Goss Wealth Management 9.7k $333k -79% Sep 2025
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Old Mission Capital 9.6k $331k 6% Sep 2025
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Founders Financial Alliance 8.4k $288k 0% Sep 2025
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Lifeworks Advisors 8.3k $285k 0% Sep 2025
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Brian McDonald 3.2k $109k 100% Sep 2025
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Steward Partners Investment Advisory 479.00 $16k -77% Sep 2025
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Principal Securities 285.00 $9.8k 0% Sep 2025
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CWM 269.00 $9.0k 16% Sep 2025
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Financial Perspectives 165.00 $5.6k 0% Sep 2025
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Advisory Services Network 123.00 $4.2k 100% Sep 2025
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Nbc Securities 50.00 $1.7k 0% Sep 2025
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Who sold out of Kelly Strategic Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
AlphaCore Capital Jun 2025 86k $2.9M
Goldman Sachs Group Mar 2025 12k $395k
Susquehanna International Jun 2025 12k $404k
Mount Yale Investment Advisors Jun 2025 11k $387k
Cannon Advisors Jun 2025 6.4k $215k
Soundwatch Capital Jun 2025 5.6k $218k
Private Trust Co Na Jun 2025 1.0k $34k
Jpmorgan Chase & Co Mar 2025 513.00 $17k
Advisor Group Holdings Jun 2025 462.00 $16k
EverSource Wealth Advisors Jun 2025 61.00 $2.1k