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 3.2M $107M -5% Dec 2025
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Royal Bank of Canada 1.3M $44M 2% Sep 2025
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Colony 823k $27M 100% Dec 2025
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Tradition Wealth Management 459k $15M 2% Dec 2025
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Boyum Wealth Architects 376k $13M 21% Dec 2025
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Mutual Advisors 373k $12M -17% Dec 2025
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Financial Designs Corp 287k $9.6M 7% Dec 2025
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GeoWealth Management 245k $8.2M -3% Dec 2025
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Apexium Financial 242k $8.3M 21% Sep 2025
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Mml Investors Services 229k $7.6M 0% Dec 2025
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MBL Wealth 215k $7.2M 1% Dec 2025
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Ted Buchan & Co 140k $4.7M 14% Dec 2025
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Ausdal Financial Partners 131k $4.4M 5% Dec 2025
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Ohe Financial 128k $4.3M 5% Dec 2025
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Freedom Financial Partners 125k $4.2M 4% Dec 2025
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Capital Management Associates 116k $3.9M 7% Dec 2025
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LPL Financial 111k $3.7M 7% Dec 2025
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J2 Capital Management 89k $2.9M 43% Dec 2025
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Northwestern Mutual Wealth Management Company 86k $2.9M 31% Dec 2025
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UBS Group 84k $2.8M -15% Dec 2025
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Fullcircle Wealth 65k $2.1M 1% Sep 2025
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Sykon Capital 59k $2.0M -16% Dec 2025
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BlackDiamond Wealth Management 57k $2.0M -11% Dec 2025
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Pursuit Wealth Management 50k $1.7M 100% Dec 2025
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Envestnet Asset Management 46k $1.5M -49% Dec 2025
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We Are One Seven 41k $1.4M 20% Dec 2025
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Brookwood Investment Group 30k $983k 7% Dec 2025
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Susquehanna International 20k $660k 100% Dec 2025
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Integrated Wealth Concepts 19k $647k -37% Dec 2025
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Citadel Advisors 19k $637k -8% Sep 2025
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Flagship Harbor Advisors 17k $553k 3% Dec 2025
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Great Valley Advisor Group 15k $506k -13% Dec 2025
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IHT Wealth Management 15k $489k 11% Dec 2025
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Jacobi Capital Management 15k $486k 0% Dec 2025
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Accurate Wealth Management 14k $483k -29% Dec 2025
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Pinnacle Bank 12k $383k 0% Dec 2025
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Marks Group Wealth Management 9.7k $325k -17% Dec 2025
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Lifeworks Advisors 8.3k $278k 0% Dec 2025
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Soundwatch Capital 6.9k $230k 100% Dec 2025
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Brian McDonald 5.6k $188k 78% Dec 2025
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MidAtlantic Capital Management 3.9k $129k 100% Dec 2025
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Wells Fargo & Company 500.00 $17k 100% Dec 2025
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Steward Partners Investment Advisory 479.00 $16k 0% Dec 2025
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Financial Perspectives 165.00 $5.5k 0% Dec 2025
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Nbc Securities 50.00 $1.7k 0% Dec 2025
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Goss Wealth Management 30.00 $999.999000 -100% Dec 2025
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Who sold out of Kelly Strategic Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Kovitz Investment Group Partners Sep 2025 811k $28M
Belpointe Asset Management Sep 2025 50k $1.7M
Atria Investments Sep 2025 32k $1.1M
Mariner Wealth Advisors Sep 2025 32k $1.1M
Jane Street Sep 2025 21k $729k
SeaCrest Wealth Management Sep 2025 11k $383k
Hrt Financial Sep 2025 11k $378k
Old Mission Capital Sep 2025 9.6k $331k
Founders Financial Alliance Sep 2025 8.4k $288k
Principal Securities Sep 2025 285.00 $9.8k
CWM Sep 2025 269.00 $9.0k
Advisory Services Network Sep 2025 123.00 $4.2k