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
Royal Bank of Canada 1.3M $42M 3% Mar 2026
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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 405k $13M 8% Mar 2026
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Mutual Advisors 373k $12M 0% Mar 2026
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Mml Investors Services 338k $11M 47% Mar 2026
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United Capital Financial Advisers 289k $9.3M 6% Mar 2026
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Financial Designs Corp 287k $9.2M 0% Mar 2026
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GeoWealth Management 254k $8.2M 3% Mar 2026
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MBL Wealth 196k $6.3M -9% Mar 2026
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Ted Buchan & Co 152k $4.9M 8% Mar 2026
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Ohe Financial 134k $4.3M 5% Mar 2026
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Ausdal Financial Partners 133k $4.3M 2% Mar 2026
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Thrivent Financial for Lutherans 131k $4.2M 100% Mar 2026
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Freedom Financial Partners 129k $4.1M 3% Mar 2026
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Capital Management Associates 114k $3.7M -1% Mar 2026
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LPL Financial 113k $3.6M 3% Mar 2026
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Northwestern Mutual Wealth Management Company 104k $3.3M 21% Mar 2026
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Laurel Oak Wealth Management 103k $3.3M 100% Mar 2026
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Sykon Capital 67k $2.1M 13% Mar 2026
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UBS Group 64k $2.1M -23% Mar 2026
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BlackDiamond Wealth Management 58k $1.9M 2% Mar 2026
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Belpointe Asset Management 50k $1.6M 100% Mar 2026
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Pursuit Wealth Management 50k $1.7M 100% Dec 2025
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Envestnet Asset Management 42k $1.3M -9% Mar 2026
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We Are One Seven 41k $1.4M 20% Dec 2025
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Arete Wealth Advisors 40k $1.3M 100% Mar 2026
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Goldman Sachs Group 25k $792k 100% Mar 2026
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Osbon Capital Management 24k $803k 100% Dec 2025
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Integrated Wealth Concepts 21k $673k 8% Mar 2026
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Susquehanna International 20k $660k 100% Dec 2025
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AQR Capital Management 16k $513k 0% Mar 2026
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IHT Wealth Management 15k $489k 11% Dec 2025
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Jacobi Capital Management 14k $442k -6% Mar 2026
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Great Valley Advisor Group 13k $420k -14% Mar 2026
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Tactive Advisors 13k $415k 100% Mar 2026
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Pinnacle Bank 12k $370k 0% Mar 2026
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Marks Group Wealth Management 11k $350k 11% Mar 2026
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Jane Street 11k $341k 100% Mar 2026
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Flagship Harbor Advisors 8.7k $282k -47% Mar 2026
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Lifeworks Advisors 8.3k $268k 0% Mar 2026
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Accurate Wealth Management 7.1k $234k -49% Mar 2026
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Rsm Us Wealth Management 7.1k $229k 100% Mar 2026
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Fifth Third Bancorp 6.8k $219k 100% Mar 2026
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Brian McDonald 5.6k $188k 78% Dec 2025
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Steward Partners Investment Advisory 1.4k $44k 188% Mar 2026
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Morgan Stanley 193.00 $6.2k -100% Mar 2026
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Financial Perspectives 165.00 $5.3k 0% Mar 2026
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Nbc Securities 50.00 $1.6k 0% Mar 2026
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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
J2 Capital Management Dec 2025 89k $2.9M
Brookwood Investment Group Dec 2025 30k $983k
Citadel Advisors Dec 2025 15k $494k
Old Mission Capital Sep 2025 9.6k $331k
Soundwatch Capital Dec 2025 6.9k $230k
MidAtlantic Capital Management Dec 2025 3.9k $129k
Wells Fargo & Company Dec 2025 500.00 $17k
CWM Sep 2025 269.00 $9.0k
Advisory Services Network Sep 2025 123.00 $4.2k