Who owns KELLY STRATEGIC ETF TRUST?

Tip: Access positions for across all investors

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
Royal Bank of Canada 1.3M $42M 100% Mar 2026
 View chart
Colony 761k $25M -8% Mar 2026
 View chart
Tradition Wealth Management 483k $16M 5% Mar 2026
 View chart
Boyum Wealth Architects 405k $13M 8% Mar 2026
 View chart
Mutual Advisors 373k $12M 0% Mar 2026
 View chart
Mml Investors Services 338k $11M 47% Mar 2026
 View chart
United Capital Financial Advisers 289k $9.3M 6% Mar 2026
 View chart
MBL Wealth 196k $6.3M -9% Mar 2026
 View chart
Ted Buchan & Co 148k $4.8M -2% Jun 2026
 View chart
Ohe Financial 134k $4.3M 5% Mar 2026
 View chart
Ausdal Financial Partners 133k $4.3M 2% Mar 2026
 View chart
Thrivent Financial for Lutherans 131k $4.2M 100% Mar 2026
 View chart
Freedom Financial Partners 129k $4.1M 3% Mar 2026
 View chart
Capital Management Associates 114k $3.7M -1% Mar 2026
 View chart
LPL Financial 113k $3.6M 3% Mar 2026
 View chart
Northwestern Mutual Wealth Management Company 104k $3.3M 21% Mar 2026
 View chart
Laurel Oak Wealth Management 103k $3.3M 100% Mar 2026
 View chart
Sykon Capital 67k $2.1M 13% Mar 2026
 View chart
UBS Group 64k $2.1M -23% Mar 2026
 View chart
BlackDiamond Wealth Management 58k $1.9M 2% Mar 2026
 View chart
Cary Street Partners Financial 57k $1.8M 100% Jun 2026
 View chart
Belpointe Asset Management 50k $1.6M 100% Mar 2026
 View chart
Envestnet Asset Management 42k $1.3M -9% Mar 2026
 View chart
Arete Wealth Advisors 40k $1.3M 100% Mar 2026
 View chart
Goldman Sachs Group 25k $792k 100% Mar 2026
 View chart
Osbon Capital Management 23k $725k -6% Mar 2026
 View chart
Integrated Wealth Concepts 21k $673k 8% Mar 2026
 View chart
We Are One Seven 17k $561k -58% Mar 2026
 View chart
AQR Capital Management 16k $513k 0% Mar 2026
 View chart
IHT Wealth Management 16k $502k 6% Mar 2026
 View chart
Jacobi Capital Management 14k $442k -6% Mar 2026
 View chart
Great Valley Advisor Group 13k $420k -14% Mar 2026
 View chart
Pinnacle Bank 12k $373k 0% Jun 2026
 View chart
Jane Street 11k $341k 100% Mar 2026
 View chart
Flagship Harbor Advisors 8.7k $282k -47% Mar 2026
 View chart
Lifeworks Advisors 8.3k $268k 0% Mar 2026
 View chart
Accurate Wealth Management 7.1k $234k -49% Mar 2026
 View chart
Rsm Us Wealth Management 7.1k $229k 100% Mar 2026
 View chart
Fifth Third Bancorp 6.8k $219k 100% Mar 2026
 View chart
Steward Partners Investment Advisory 1.4k $44k 188% Mar 2026
 View chart
Morgan Stanley 193.00 $6.2k -100% Mar 2026
 View chart
Financial Perspectives 165.00 $5.3k 0% Jun 2026
 View chart
Nbc Securities 50.00 $1.6k 0% Mar 2026
 View chart

Who sold out of Kelly Strategic Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Boulay Financial Advisors Dec 2025 3.2M $107M
Financial Designs Corp Mar 2026 287k $9.2M
GeoWealth Management Mar 2026 254k $8.2M
J2 Capital Management Dec 2025 89k $2.9M
Susquehanna International Dec 2025 20k $660k
Citadel Advisors Dec 2025 15k $494k
Tactive Advisors Mar 2026 13k $415k
Marks Group Wealth Management Mar 2026 11k $350k
Soundwatch Capital Dec 2025 6.9k $230k
MidAtlantic Capital Management Dec 2025 3.9k $129k
Wells Fargo & Company Dec 2025 500.00 $17k