Holdings Channel
Quotes delayed 20 minutes

Email EnvelopeFree REZ Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding REZ

On this page, we present all of the funds holding REZ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding REZ, with a link to that fund's top holdings. The next columns indicate the amount of REZ stock held by each of the funds holding REZ, followed by the REZ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 136 funds holding REZ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Ameriprise Financial Inc.. For more details on the positions held by Ameriprise Financial Inc. (or by any of the other funds holding REZ), click the fund name in the "Holder" column of the funds-holding-REZ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Ameriprise Financial Inc.561,844$41,295 12/31/2023
     REZ561,844$41,295 12/31/2023
Capital Asset Advisory Services LLC462,503$32,611 03/31/2024
     REZ462,503$32,611 03/31/2024
Franklin Parlapiano Turner & Welch LLC443,084$32,576 12/31/2023
     REZ443,084$32,576 12/31/2023
Axxcess Wealth Management LLC431,308$31,710 12/31/2023
     REZ431,308$31,710 12/31/2023
Morgan Stanley364,634$26,808 12/31/2023
     REZ364,634$26,808 12/31/2023
Northwestern Mutual Wealth Management Co.167,067$12,283 12/31/2023
     REZ167,067$12,283 12/31/2023
Royal Bank of Canada164,431$12,089 12/31/2023
     REZ164,431$12,089 12/31/2023
Envestnet Asset Management Inc.154,954$11,392 12/31/2023
     REZ154,954$11,392 12/31/2023
Procyon Private Wealth Partners LLC138,925$10,012 03/31/2024
     REZ138,925$10,012 03/31/2024
Cornerstone Planning Group LLC107,213$7,882 12/31/2023
     REZ107,213$7,882 12/31/2023
M Holdings Securities Inc.91,293$6,712 12/31/2023
     REZ91,293$6,712 12/31/2023
Susquehanna International Group LLP $6,651 12/31/2023
     REZ94,460$6,945 12/31/2023
     Put8,200$603 12/31/2023
     Call4,200$309 12/31/2023
Evergreen Capital Management LLC90,263$6,636 12/31/2023
     REZ90,263$6,636 12/31/2023
Cresset Asset Management LLC79,947$5,878 12/31/2023
     REZ79,947$5,878 12/31/2023
Bank of America Corp DE79,773$5,865 12/31/2023
     REZ79,773$5,865 12/31/2023
LPL Financial LLC79,546$5,848 12/31/2023
     REZ79,546$5,848 12/31/2023
MML Investors Services LLC79,527$5,847 12/31/2023
     REZ79,527$5,847 12/31/2023
Wells Fargo & Company MN77,732$5,715 12/31/2023
     REZ77,732$5,715 12/31/2023
Ascension Capital Advisors Inc.71,458$5,254 12/31/2023
     REZ71,458$5,254 12/31/2023
Goldman Sachs Group Inc.62,964$4,629 12/31/2023
     REZ62,964$4,629 12/31/2023
Keeley Teton Advisors LLC61,203$4,500 12/31/2023
     REZ61,203$4,500 12/31/2023
UBS Group AG60,621$4,457 12/31/2023
     REZ60,621$4,457 12/31/2023
Partners Capital Investment Group LLP57,980$4,263 12/31/2023
     REZ57,980$4,263 12/31/2023
Plan Group Financial LLC43,932$3,166 03/31/2024
     REZ43,932$3,166 03/31/2024
Citadel Advisors LLC $2,930 12/31/2023
     REZ47,051$3,459 12/31/2023
     Put7,700$566 12/31/2023
     Call500$37 12/31/2023
Mariner LLC39,668$2,916 12/31/2023
     REZ39,668$2,916 12/31/2023
Castle Wealth Management LLC34,778$2,557 12/31/2023
     REZ34,778$2,557 12/31/2023
Fonville Wealth Management LLC35,439$2,554 03/31/2024
     REZ35,439$2,554 03/31/2024
BlackRock Inc.32,341$2,378 12/31/2023
     REZ32,341$2,378 12/31/2023
Sovereign Financial Group Inc.32,866$2,369 03/31/2024
     REZ32,866$2,369 03/31/2024
Kure Advisory LLC31,803$2,338 12/31/2023
     REZ31,803$2,338 12/31/2023
Advisor Group Holdings Inc.29,868$2,199 12/31/2023
     REZ29,868$2,199 12/31/2023
Acorn Financial Advisory Services Inc. ADV30,184$2,180 12/31/2023
     REZ30,184$2,180 12/31/2023
Pacific Sun Financial Corp25,816$1,898 12/31/2023
     REZ25,816$1,898 12/31/2023
Boston Financial Mangement LLC25,700$1,889 12/31/2023
     REZ25,700$1,889 12/31/2023
Continuum Advisory LLC22,721$1,670 12/31/2023
     REZ22,721$1,670 12/31/2023
Arkansas Financial Group Inc.22,510$1,622 03/31/2024
     REZ22,510$1,622 03/31/2024
Commonwealth Equity Services LLC21,523$1,582 12/31/2023
     REZ21,523$1,582 12/31/2023
Raymond James & Associates21,902$1,578 03/31/2024
     REZ21,902$1,578 03/31/2024
CX Institutional20,403$1,470 03/31/2024
     REZ20,403$1,470 03/31/2024
Cornerstone Management Inc.19,963$1,468 12/31/2023
     REZ19,963$1,468 12/31/2023
TAP Consulting LLC19,932$1,437 03/31/2024
     REZ19,932$1,437 03/31/2024
AE Wealth Management LLC17,690$1,240 12/31/2023
     REZ17,690$1,240 12/31/2023
Colony Group LLC16,641$1,223 12/31/2023
     REZ16,641$1,223 12/31/2023
Cambridge Investment Research Advisors Inc.14,402$1,038 03/31/2024
     REZ14,402$1,038 03/31/2024
Arete Wealth Advisors LLC14,068$1,034 12/31/2023
     REZ14,068$1,034 12/31/2023
Strategic Financial Concepts LLC14,065$1,014 03/31/2024
     REZ14,065$1,014 03/31/2024
H&H Retirement Design & Management INC13,199$918 03/31/2024
     REZ13,199$918 03/31/2024
Raymond James Financial Services Advisors Inc.11,852$854 03/31/2024
     REZ11,852$854 03/31/2024
Saxony Capital Management LLC11,122$818 12/31/2023
     REZ11,122$818 12/31/2023
Brown Advisory Inc.11,229$809 03/31/2024
     REZ11,229$809 03/31/2024
Kendall Capital Management10,525$774 12/31/2023
     REZ10,525$774 12/31/2023
Global Retirement Partners LLC10,210$736 03/31/2024
     REZ10,210$736 03/31/2024
Buckingham Strategic Wealth LLC9,070$667 12/31/2023
     REZ9,070$667 12/31/2023
National Asset Management Inc.8,719$641 12/31/2023
     REZ8,719$641 12/31/2023
Connecticut Wealth Management LLC8,695$639 12/31/2023
     REZ8,695$639 12/31/2023
HighTower Advisors LLC8,273$610 12/31/2023
     REZ8,273$610 12/31/2023
Navis Wealth Advisors LLC7,968$586 12/31/2023
     REZ7,968$586 12/31/2023
Cetera Advisors LLC7,775$572 12/31/2023
     REZ7,775$572 12/31/2023
Strategies Wealth Advisors LLC7,732$557 03/31/2024
     REZ7,732$557 03/31/2024
Courage Miller Partners LLC7,588$547 03/31/2024
     REZ7,588$547 03/31/2024
Beta Wealth Group Inc.7,234$532 12/31/2023
     REZ7,234$532 12/31/2023
Meitav Dash Investments Ltd.7,143$525 12/31/2023
     REZ7,143$525 12/31/2023
Interactive Financial Advisors6,993$514 12/31/2023
     REZ6,993$514 12/31/2023
American Financial Advisors LLC6,836$493 03/31/2024
     REZ6,836$493 03/31/2024
Cetera Advisor Networks LLC6,694$492 12/31/2023
     REZ6,694$492 12/31/2023
Wade G W & Inc.6,253$460 12/31/2023
     REZ6,253$460 12/31/2023
Bank of Montreal Can5,375$400 12/31/2023
     REZ5,375$400 12/31/2023
RVW Wealth LLC5,355$386 03/31/2024
     REZ5,355$386 03/31/2024
Peapack Gladstone Financial Corp5,000$368 12/31/2023
     REZ5,000$368 12/31/2023
Menora Mivtachim Holdings LTD.5,000$368 12/31/2023
     REZ5,000$368 12/31/2023
Atria Wealth Solutions Inc.4,827$355 12/31/2023
     REZ4,827$355 12/31/2023
Avantax Advisory Services Inc.4,730$348 12/31/2023
     REZ4,730$348 12/31/2023
Cozad Asset Management Inc.4,722$347 12/31/2023
     REZ4,722$347 12/31/2023
Kestra Advisory Services LLC4,341$319 12/31/2023
     REZ4,341$319 12/31/2023
McAdam LLC4,279$308 03/31/2024
     REZ4,279$308 03/31/2024
We Are One Seven LLC4,172$307 12/31/2023
     REZ4,172$307 12/31/2023
Sigma Planning Corp3,915$288 12/31/2023
     REZ3,915$288 12/31/2023
Valmark Advisers Inc.3,715$273 12/31/2023
     REZ3,715$273 12/31/2023
Sound Income Strategies LLC3,755$271 03/31/2024
     REZ3,755$271 03/31/2024
Cetera Investment Advisers3,668$270 12/31/2023
     REZ3,668$270 12/31/2023
Boltwood Capital Management3,600$259 03/31/2024
     REZ3,600$259 03/31/2024
Disciplined Investments LLC3,583$258 03/31/2024
     REZ3,583$258 03/31/2024
Bard Associates Inc.3,459$254 12/31/2023
     REZ3,459$254 12/31/2023
Mercer Global Advisors Inc. ADV3,396$250 12/31/2023
     REZ3,396$250 12/31/2023
ARK & TLK Investments LLC3,397$250 12/31/2023
     REZ3,397$250 12/31/2023
DAGCO Inc.3,158$232 12/31/2023
     REZ3,158$232 12/31/2023
Dynamic Wealth Strategies LLC3,158$232 12/31/2023
     REZ3,158$232 12/31/2023
RDA Financial Network3,136$226 03/31/2024
     REZ3,136$226 03/31/2024
Beirne Wealth Consulting Services LLC3,074$226 12/31/2023
     REZ3,074$226 12/31/2023
Jones Financial Companies Lllp3,062$225 12/31/2023
     REZ3,062$225 12/31/2023
Ameritas Advisory Services LLC2,984$219 12/31/2023
     REZ2,984$219 12/31/2023
GSA Capital Partners LLP2,861$210 12/31/2023
     REZ2,861$210 12/31/2023
Creative Planning2,861$210 12/31/2023
     REZ2,861$210 12/31/2023
Pacific Center for Financial Services2,455$180 12/31/2023
     REZ2,455$180 12/31/2023
JPMorgan Chase & Co.2,313$170 12/31/2023
     REZ2,313$170 12/31/2023
DHJJ Financial Advisors Ltd.2,006$145 03/31/2024
     REZ2,006$145 03/31/2024
GWM Advisors LLC1,828$134 12/31/2023
     REZ1,828$134 12/31/2023
EP Wealth Advisors LLC1,490$110 12/31/2023
     REZ1,490$110 12/31/2023
Blair William & Co. IL1,392$102 12/31/2023
     REZ1,392$102 12/31/2023
Tower Research Capital LLC TRC 1,349$99 12/31/2023
     REZ1,349$99 12/31/2023
Advisory Services Network LLC850$62 12/31/2023
     REZ850$62 12/31/2023
National Bank of Canada FI739$55 12/31/2023
     REZ739$55 12/31/2023
Summit X LLC698$51 12/31/2023
     REZ698$51 12/31/2023
Main Street Group LTD635$47 12/31/2023
     REZ635$47 12/31/2023
Steward Partners Investment Advisory LLC480$35 12/31/2023
     REZ480$35 12/31/2023
Allworth Financial LP397$29 03/31/2024
     REZ397$29 03/31/2024
FMR LLC324$24 12/31/2023
     REZ324$24 12/31/2023
Glass Jacobson Investment Advisors llc309$22 03/31/2024
     REZ309$22 03/31/2024
Whittier Trust Co. of Nevada Inc.287$21 12/31/2023
     REZ287$21 12/31/2023
Geneos Wealth Management Inc.283$21 12/31/2023
     REZ283$21 12/31/2023
Hollencrest Capital Management263$19 12/31/2023
     REZ263$19 12/31/2023
Harbour Investments Inc.232$17 12/31/2023
     REZ232$17 12/31/2023
Northwest Financial Advisors162$12 12/31/2023
     REZ162$12 12/31/2023
Spire Wealth Management147$11 03/31/2024
     REZ147$11 03/31/2024
Assetmark Inc.151$11 12/31/2023
     REZ151$11 12/31/2023
GHP Investment Advisors Inc.126$9 03/31/2024
     REZ126$9 03/31/2024
Principal Securities Inc.116$9 12/31/2023
     REZ116$9 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC106$8 12/31/2023
     REZ106$8 12/31/2023
Tyler Stone Wealth Management113$8 12/31/2023
     REZ113$8 12/31/2023
Cape Investment Advisory Inc.110$8 12/31/2023
     REZ110$8 12/31/2023
Sunbelt Securities Inc.100$7 03/31/2024
     REZ100$7 03/31/2024
The PNC Financial Services Group Inc.75$6 12/31/2023
     REZ75$6 12/31/2023
McIlrath & Eck LLC82$6 12/31/2023
     REZ82$6 12/31/2023
Simplex Trading LLC52$4 03/31/2024
     REZ52$4 03/31/2024
First Horizon Advisors Inc.50$4 03/31/2024
     REZ50$4 03/31/2024
Investors Research Corp51$4 12/31/2023
     REZ51$4 12/31/2023
GPS Wealth Strategies Group LLC54$4 12/31/2023
     REZ54$4 12/31/2023
Colonial Trust Co SC61$4 12/31/2023
     REZ61$4 12/31/2023
Comerica Bank44$3 12/31/2023
     REZ44$3 12/31/2023
ICA Group Wealth Management LLC30$2 12/31/2023
     REZ30$2 12/31/2023
Caldwell Sutter Capital Inc.11$1 03/31/2024
     REZ11$1 03/31/2024
CWM LLC14$1 03/31/2024
     REZ14$1 03/31/2024
Founders Financial Alliance LLC15$1 12/31/2023
     REZ15$1 12/31/2023
Householder Group Estate & Retirement Specialist LLC12$1 12/31/2023
     REZ12$1 12/31/2023
Cutler Group LP5,200$0 03/31/2024
     Put5,200$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     REZ0$0 12/31/2023

See Summary: Institutional Holders of REZ
See Details: Top 10 Hedge Funds Holding REZ
Also See: REZ Holdings Changes

Funds Holding REZ | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.