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 1% Jun 2026
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Colony 777k $25M 2% Jun 2026
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Tradition Wealth Management 521k $17M 8% Jun 2026
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Boyum Wealth Architects 437k $15M 8% Jun 2026
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Mml Investors Services 387k $13M 15% Jun 2026
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Mutual Advisors 267k $8.6M -29% Jun 2026
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United Capital Financial Advisers 241k $7.8M -17% Jun 2026
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MBL Wealth 196k $6.3M -9% Mar 2026
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Ted Buchan & Co 148k $4.8M -2% Jun 2026
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Laurel Oak Wealth Management 140k $4.5M 36% Jun 2026
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Ohe Financial 139k $4.5M 4% Jun 2026
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Ausdal Financial Partners 132k $4.3M -1% Jun 2026
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Freedom Financial Partners 131k $4.2M 2% Jun 2026
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LPL Financial 127k $4.1M 12% Jun 2026
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Capital Management Associates 116k $3.8M 2% Jun 2026
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Northwestern Mutual Wealth Management Company 100k $3.2M -4% Jun 2026
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UBS Group 66k $2.2M 4% Jun 2026
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Cary Street Partners Financial 57k $1.8M 100% Jun 2026
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Wealth Enhancement Advisory Services 47k $1.6M 100% Jun 2026
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BlackDiamond Wealth Management 37k $1.3M -35% Jun 2026
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Citadel Advisors 28k $904k 100% Jun 2026
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We Are One Seven 17k $562k 0% Jun 2026
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Osbon Capital Management 17k $536k -26% Jun 2026
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AQR Capital Management 16k $517k 0% Jun 2026
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IHT Wealth Management 15k $478k -5% Jun 2026
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Envestnet Asset Management 14k $460k -66% Jun 2026
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Jacobi Capital Management 14k $456k 3% Jun 2026
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Great Valley Advisor Group 13k $414k -2% Jun 2026
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Pinnacle Bank 12k $373k 0% Jun 2026
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Mount Yale Investment Advisors 11k $371k 100% Jun 2026
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Sykon Capital 8.4k $273k -87% Jun 2026
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Lifeworks Advisors 8.3k $268k 0% Mar 2026
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Flagship Harbor Advisors 6.9k $223k -21% Jun 2026
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Integrated Wealth Concepts 6.6k $214k -68% Jun 2026
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Fifth Third Bancorp 6.5k $209k -5% Jun 2026
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Huntington National Bank 3.7k $120k 100% Jun 2026
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Steward Partners Investment Advisory 3.6k $118k 164% Jun 2026
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Jpmorgan Chase & Co 1.0k $33k 100% Jun 2026
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Quent Capital 713.00 $23k 100% Jun 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% Jun 2026
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Nbc Securities 50.00 $1.6k 0% Jun 2026
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Who sold out of Kelly Strategic Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Financial Designs Corp Mar 2026 287k $9.2M
GeoWealth Management Mar 2026 254k $8.2M
Thrivent Financial for Lutherans Mar 2026 131k $4.2M
Belpointe Asset Management Mar 2026 50k $1.6M
Arete Wealth Advisors Mar 2026 40k $1.3M
Goldman Sachs Group Mar 2026 25k $792k
Tactive Advisors Mar 2026 13k $415k
Marks Group Wealth Management Mar 2026 11k $350k
Jane Street Mar 2026 11k $341k
Accurate Wealth Management Mar 2026 7.1k $234k
Rsm Us Wealth Management Mar 2026 7.1k $229k