Filing Research | RELY - REMITLY GLOBAL INC Institutional Holdings

Snapshot holdings

50 / 50 loaded

#		Instrument	quantity
1	ARDSLEY ADVISORY PARTNERS LP	Shares	375.0KSH	$8.4M
2	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	107.9KSH	$2.4M
3	OAK RIDGE INVESTMENTS LLC	Shares	84.3KSH	$1.9M
4	Louisiana State Employees Retirement System	Shares	75.7KSH	$1.7M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	66.5KSH	$1.6M
6	D.A. DAVIDSON & CO.	Shares	59.6KSH	$1.3M
7	Legend Financial Advisors, Inc.	Shares	56.1KSH	$1.3M
8	Police & Firemen's Retirement System of New Jersey	Shares	56.1KSH	$1.3M
9	SIERRA SUMMIT ADVISORS LLC	Shares	56.1KSH	$1.3M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	45.0KSH	$1.0M
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	40.9KSH	$917.6K
12	Counterpoint Mutual Funds LLC	Shares	35.5KSH	$796.3K
13	Unique Wealth Strategies, LLC	Shares	32.0KSH	$716.9K
14	Robeco Institutional Asset Management B.V.	Shares	28.7KSH	$643.3K
15	Seelaus Asset Management LLC	Shares	28.6KSH	$641.8K
16	Merit Financial Group, LLC	Shares	18.8KSH	$422.0K
17	Legacy Advisors, LLC	Shares	13.7KSH	$307.3K
18	Abel Hall, LLC	Shares	11.3KSH	$252.3K
19	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	8.4KSH	$189.3K
20	JNBA Financial Advisors	Shares	5.0KSH	$112.0K
21	Versant Capital Management, Inc	Shares	4.4KSH	$99.4K
22	EverSource Wealth Advisors, LLC	Shares	3.1KSH	$68.7K
23	GAMMA Investing LLC	Shares	2.2KSH	$48.6K
24	Farther Finance Advisors, LLC	Shares	1.8KSH	$40.6K
25	IFP Advisors, Inc	Shares	1.4KSH	$31.8K
26	FIRST HORIZON CORP	Shares	1.3KSH	$29.6K
27	SIGNATUREFD, LLC	Shares	1.2KSH	$26.3K
28	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	750SH	$16.8K
29	High Note Wealth, LLC	Shares	537SH	$12.0K
30	True Wealth Design, LLC	Shares	517SH	$11.6K
31	DHJJ Financial Advisors, Ltd.	Shares	316SH	$7.1K
32	Aventura Private Wealth, LLC	Shares	249SH	$5.6K
33	WEST PACES ADVISORS INC.	Shares	150SH	$3.4K
34	SJS Investment Consulting Inc.	Shares	125SH	$2.8K
35	SBI Securities Co., Ltd.	Shares	125SH	$2.8K
36	State of Alaska, Department of Revenue	Shares	68.1KSH	$1.5K
37	Marquette Asset Management, LLC	Shares	62SH	$1.4K
38	Handelsbanken Fonder AB	Shares	57.5KSH	$1.3K
39	Wealth Enhancement Trust Services, Inc.	Shares	52SH	$1.2K
40	FARMERS & MERCHANTS INVESTMENTS INC	Shares	50SH	$1.1K
41	AMALGAMATED BANK	Shares	46.8KSH	$1.1K
42	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	42.8KSH	$960
43	GILPIN WEALTH MANAGEMENT, LLC	Shares	29SH	$650
44	Cedar Mountain Advisors, LLC	Shares	28SH	$627
45	Fortitude Family Office, LLC	Shares	28SH	$627
46	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	27SH	$620
47	MassMutual Private Wealth & Trust, FSB	Shares	27SH	$605
48	Torren Management, LLC	Shares	10SH	$224
49	Davis Capital Management	Shares	9SH	$202
50	Hughes Financial Services, LLC	Shares	1SH	$22

Manager changes2026-06-30 vs 2026-03-31

50 / 52 loaded

#		Instrument
1	ARDSLEY ADVISORY PARTNERS LP new	Shares	+375.0K	+$8.4M	$8.4M
2	Louisiana State Employees Retirement System new	Shares	+75.7K	+$1.7M	$1.7M
3	Legend Financial Advisors, Inc. new	Shares	+56.1K	+$1.3M	$1.3M
4	SIERRA SUMMIT ADVISORS LLC new	Shares	+56.1K	+$1.3M	$1.3M
5	YOUSIF CAPITAL MANAGEMENT, LLC new	Shares	+45.0K	+$1.0M	$1.0M
6	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS new	Shares	+40.9K	+$917.6K	$917.6K
7	Unique Wealth Strategies, LLC new	Shares	+32.0K	+$716.9K	$716.9K
8	OAK RIDGE INVESTMENTS LLC added	Shares	+1.7K	+$595.4K	$1.9M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.4K	+$554.0K	$1.6M
10	Police & Firemen's Retirement System of New Jersey added	Shares	+9.9K	+$532.4K	$1.3M
11	Seelaus Asset Management LLC added	Shares	+16.5K	+$451.4K	$641.8K
12	D.A. DAVIDSON & CO. trimmed	Shares	-1.0K	+$386.0K	$1.3M
13	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed	Shares	-21.8K	+$386.0K	$2.4M
14	Legacy Advisors, LLC new	Shares	+13.7K	+$307.3K	$307.3K
15	Robeco Institutional Asset Management B.V. added	Shares	+3.9K	+$254.6K	$643.3K
16	Abel Hall, LLC new	Shares	+11.3K	+$252.3K	$252.3K
17	Counterpoint Mutual Funds LLC unchanged	Shares	0	+$239.5K	$796.3K
18	BARTLETT & CO. WEALTH MANAGEMENT LLC new	Shares	+8.4K	+$189.3K	$189.3K
19	Merit Financial Group, LLC added	Shares	+1.0K	+$142.8K	$422.0K
20	JNBA Financial Advisors unchanged	Shares	0	+$33.7K	$112.0K
21	Versant Capital Management, Inc added	Shares	+206	+$33.1K	$99.4K
22	GAMMA Investing LLC added	Shares	+677	+$25.2K	$48.6K
23	IFP Advisors, Inc added	Shares	+527	+$17.8K	$31.8K
24	Farther Finance Advisors, LLC added	Shares	+118	+$14.0K	$40.6K
25	FIRST HORIZON CORP added	Shares	+220	+$12.3K	$29.6K
26	SIGNATUREFD, LLC trimmed	Shares	-17	+$7.6K	$26.3K
27	THOMPSON INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	+$5.1K	$16.8K
28	EverSource Wealth Advisors, LLC trimmed	Shares	-1.0K	+$4.4K	$68.7K
29	High Note Wealth, LLC unchanged	Shares	0	+$3.6K	$12.0K
30	WEST PACES ADVISORS INC. new	Shares	+150	+$3.4K	$3.4K
31	True Wealth Design, LLC trimmed	Shares	-61	+$2.5K	$11.6K
32	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$2.1K	$7.1K
33	Aventura Private Wealth, LLC unchanged	Shares	0	+$1.7K	$5.6K
34	SJS Investment Consulting Inc. added	Shares	+50	+$1.6K	$2.8K
35	State of Alaska, Department of Revenue added	Shares	+56.9K	+$1.4K	$1.5K
36	Wealth Enhancement Trust Services, Inc. new	Shares	+52	+$1.2K	$1.2K
37	FARMERS & MERCHANTS INVESTMENTS INC new	Shares	+50	+$1.1K	$1.1K
38	AMALGAMATED BANK new	Shares	+46.8K	+$1.1K	$1.1K
39	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+27.3K	+$717	$960
40	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+29	+$650	$650
41	Cedar Mountain Advisors, LLC new	Shares	+28	+$627	$627
42	Fortitude Family Office, LLC new	Shares	+28	+$627	$627
43	MassMutual Private Wealth & Trust, FSB new	Shares	+27	+$605	$605
44	Handelsbanken Fonder AB added	Shares	+13.2K	+$595	$1.3K
45	SBI Securities Co., Ltd. trimmed	Shares	-23	+$482	$2.8K
46	Marquette Asset Management, LLC unchanged	Shares	0	+$418	$1.4K
47	Davis Capital Management new	Shares	+9	+$202	$202
48	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$195	$620
49	Torren Management, LLC unchanged	Shares	0	+$67	$224
50	Hughes Financial Services, LLC new	Shares	+1	+$22	$22

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