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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Ameriprise Financial Inc. | 561,844 | $41,295 | 12/31/2023 | REZ | 561,844 | $41,295 | 12/31/2023 | Capital Asset Advisory Services LLC | 462,503 | $32,611 | 03/31/2024 | REZ | 462,503 | $32,611 | 03/31/2024 | Franklin Parlapiano Turner & Welch LLC | 443,084 | $32,576 | 12/31/2023 | REZ | 443,084 | $32,576 | 12/31/2023 | Axxcess Wealth Management LLC | 431,308 | $31,710 | 12/31/2023 | REZ | 431,308 | $31,710 | 12/31/2023 | Morgan Stanley | 364,634 | $26,808 | 12/31/2023 | REZ | 364,634 | $26,808 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 167,067 | $12,283 | 12/31/2023 | REZ | 167,067 | $12,283 | 12/31/2023 | Royal Bank of Canada | 164,431 | $12,089 | 12/31/2023 | REZ | 164,431 | $12,089 | 12/31/2023 | Envestnet Asset Management Inc. | 154,954 | $11,392 | 12/31/2023 | REZ | 154,954 | $11,392 | 12/31/2023 | Procyon Private Wealth Partners LLC | 138,925 | $10,012 | 03/31/2024 | REZ | 138,925 | $10,012 | 03/31/2024 | Cornerstone Planning Group LLC | 107,213 | $7,882 | 12/31/2023 | REZ | 107,213 | $7,882 | 12/31/2023 | M Holdings Securities Inc. | 91,293 | $6,712 | 12/31/2023 | REZ | 91,293 | $6,712 | 12/31/2023 | Susquehanna International Group LLP | | $6,651 | 12/31/2023 | REZ | 94,460 | $6,945 | 12/31/2023 | Put | 8,200 | $603 | 12/31/2023 | Call | 4,200 | $309 | 12/31/2023 | Evergreen Capital Management LLC | 90,263 | $6,636 | 12/31/2023 | REZ | 90,263 | $6,636 | 12/31/2023 | Cresset Asset Management LLC | 79,947 | $5,878 | 12/31/2023 | REZ | 79,947 | $5,878 | 12/31/2023 | Bank of America Corp DE | 79,773 | $5,865 | 12/31/2023 | REZ | 79,773 | $5,865 | 12/31/2023 | LPL Financial LLC | 79,546 | $5,848 | 12/31/2023 | REZ | 79,546 | $5,848 | 12/31/2023 | MML Investors Services LLC | 79,527 | $5,847 | 12/31/2023 | REZ | 79,527 | $5,847 | 12/31/2023 | Wells Fargo & Company MN | 77,732 | $5,715 | 12/31/2023 | REZ | 77,732 | $5,715 | 12/31/2023 | Ascension Capital Advisors Inc. | 71,458 | $5,254 | 12/31/2023 | REZ | 71,458 | $5,254 | 12/31/2023 | Goldman Sachs Group Inc. | 62,964 | $4,629 | 12/31/2023 | REZ | 62,964 | $4,629 | 12/31/2023 | Keeley Teton Advisors LLC | 61,203 | $4,500 | 12/31/2023 | REZ | 61,203 | $4,500 | 12/31/2023 | UBS Group AG | 60,621 | $4,457 | 12/31/2023 | REZ | 60,621 | $4,457 | 12/31/2023 | Partners Capital Investment Group LLP | 57,980 | $4,263 | 12/31/2023 | REZ | 57,980 | $4,263 | 12/31/2023 | Plan Group Financial LLC | 43,932 | $3,166 | 03/31/2024 | REZ | 43,932 | $3,166 | 03/31/2024 | Citadel Advisors LLC | | $2,930 | 12/31/2023 | REZ | 47,051 | $3,459 | 12/31/2023 | Put | 7,700 | $566 | 12/31/2023 | Call | 500 | $37 | 12/31/2023 | Mariner LLC | 39,668 | $2,916 | 12/31/2023 | REZ | 39,668 | $2,916 | 12/31/2023 | Castle Wealth Management LLC | 34,778 | $2,557 | 12/31/2023 | REZ | 34,778 | $2,557 | 12/31/2023 | Fonville Wealth Management LLC | 35,439 | $2,554 | 03/31/2024 | REZ | 35,439 | $2,554 | 03/31/2024 | BlackRock Inc. | 32,341 | $2,378 | 12/31/2023 | REZ | 32,341 | $2,378 | 12/31/2023 | Sovereign Financial Group Inc. | 32,866 | $2,369 | 03/31/2024 | REZ | 32,866 | $2,369 | 03/31/2024 | Kure Advisory LLC | 31,803 | $2,338 | 12/31/2023 | REZ | 31,803 | $2,338 | 12/31/2023 | Advisor Group Holdings Inc. | 29,868 | $2,199 | 12/31/2023 | REZ | 29,868 | $2,199 | 12/31/2023 | Acorn Financial Advisory Services Inc. ADV | 30,184 | $2,180 | 12/31/2023 | REZ | 30,184 | $2,180 | 12/31/2023 | Pacific Sun Financial Corp | 25,816 | $1,898 | 12/31/2023 | REZ | 25,816 | $1,898 | 12/31/2023 | Boston Financial Mangement LLC | 25,700 | $1,889 | 12/31/2023 | REZ | 25,700 | $1,889 | 12/31/2023 | Continuum Advisory LLC | 22,721 | $1,670 | 12/31/2023 | REZ | 22,721 | $1,670 | 12/31/2023 | Arkansas Financial Group Inc. | 22,510 | $1,622 | 03/31/2024 | REZ | 22,510 | $1,622 | 03/31/2024 | Commonwealth Equity Services LLC | 21,523 | $1,582 | 12/31/2023 | REZ | 21,523 | $1,582 | 12/31/2023 | Raymond James & Associates | 21,902 | $1,578 | 03/31/2024 | REZ | 21,902 | $1,578 | 03/31/2024 | CX Institutional | 20,403 | $1,470 | 03/31/2024 | REZ | 20,403 | $1,470 | 03/31/2024 | Cornerstone Management Inc. | 19,963 | $1,468 | 12/31/2023 | REZ | 19,963 | $1,468 | 12/31/2023 | TAP Consulting LLC | 19,932 | $1,437 | 03/31/2024 | REZ | 19,932 | $1,437 | 03/31/2024 | AE Wealth Management LLC | 17,690 | $1,240 | 12/31/2023 | REZ | 17,690 | $1,240 | 12/31/2023 | Colony Group LLC | 16,641 | $1,223 | 12/31/2023 | REZ | 16,641 | $1,223 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 14,402 | $1,038 | 03/31/2024 | REZ | 14,402 | $1,038 | 03/31/2024 | Arete Wealth Advisors LLC | 14,068 | $1,034 | 12/31/2023 | REZ | 14,068 | $1,034 | 12/31/2023 | Strategic Financial Concepts LLC | 14,065 | $1,014 | 03/31/2024 | REZ | 14,065 | $1,014 | 03/31/2024 | H&H Retirement Design & Management INC | 13,199 | $918 | 03/31/2024 | REZ | 13,199 | $918 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 11,852 | $854 | 03/31/2024 | REZ | 11,852 | $854 | 03/31/2024 | Saxony Capital Management LLC | 11,122 | $818 | 12/31/2023 | REZ | 11,122 | $818 | 12/31/2023 | Brown Advisory Inc. | 11,229 | $809 | 03/31/2024 | REZ | 11,229 | $809 | 03/31/2024 | Kendall Capital Management | 10,525 | $774 | 12/31/2023 | REZ | 10,525 | $774 | 12/31/2023 | Global Retirement Partners LLC | 10,210 | $736 | 03/31/2024 | REZ | 10,210 | $736 | 03/31/2024 | Buckingham Strategic Wealth LLC | 9,070 | $667 | 12/31/2023 | REZ | 9,070 | $667 | 12/31/2023 | National Asset Management Inc. | 8,719 | $641 | 12/31/2023 | REZ | 8,719 | $641 | 12/31/2023 | Connecticut Wealth Management LLC | 8,695 | $639 | 12/31/2023 | REZ | 8,695 | $639 | 12/31/2023 | HighTower Advisors LLC | 8,273 | $610 | 12/31/2023 | REZ | 8,273 | $610 | 12/31/2023 | Navis Wealth Advisors LLC | 7,968 | $586 | 12/31/2023 | REZ | 7,968 | $586 | 12/31/2023 | Cetera Advisors LLC | 7,775 | $572 | 12/31/2023 | REZ | 7,775 | $572 | 12/31/2023 | Strategies Wealth Advisors LLC | 7,732 | $557 | 03/31/2024 | REZ | 7,732 | $557 | 03/31/2024 | Courage Miller Partners LLC | 7,588 | $547 | 03/31/2024 | REZ | 7,588 | $547 | 03/31/2024 | Beta Wealth Group Inc. | 7,234 | $532 | 12/31/2023 | REZ | 7,234 | $532 | 12/31/2023 | Meitav Dash Investments Ltd. | 7,143 | $525 | 12/31/2023 | REZ | 7,143 | $525 | 12/31/2023 | Interactive Financial Advisors | 6,993 | $514 | 12/31/2023 | REZ | 6,993 | $514 | 12/31/2023 | American Financial Advisors LLC | 6,836 | $493 | 03/31/2024 | REZ | 6,836 | $493 | 03/31/2024 | Cetera Advisor Networks LLC | 6,694 | $492 | 12/31/2023 | REZ | 6,694 | $492 | 12/31/2023 | Wade G W & Inc. | 6,253 | $460 | 12/31/2023 | REZ | 6,253 | $460 | 12/31/2023 | Bank of Montreal Can | 5,375 | $400 | 12/31/2023 | REZ | 5,375 | $400 | 12/31/2023 | RVW Wealth LLC | 5,355 | $386 | 03/31/2024 | REZ | 5,355 | $386 | 03/31/2024 | Peapack Gladstone Financial Corp | 5,000 | $368 | 12/31/2023 | REZ | 5,000 | $368 | 12/31/2023 | Menora Mivtachim Holdings LTD. | 5,000 | $368 | 12/31/2023 | REZ | 5,000 | $368 | 12/31/2023 | Atria Wealth Solutions Inc. | 4,827 | $355 | 12/31/2023 | REZ | 4,827 | $355 | 12/31/2023 | Avantax Advisory Services Inc. | 4,730 | $348 | 12/31/2023 | REZ | 4,730 | $348 | 12/31/2023 | Cozad Asset Management Inc. | 4,722 | $347 | 12/31/2023 | REZ | 4,722 | $347 | 12/31/2023 | Kestra Advisory Services LLC | 4,341 | $319 | 12/31/2023 | REZ | 4,341 | $319 | 12/31/2023 | McAdam LLC | 4,279 | $308 | 03/31/2024 | REZ | 4,279 | $308 | 03/31/2024 | We Are One Seven LLC | 4,172 | $307 | 12/31/2023 | REZ | 4,172 | $307 | 12/31/2023 | Sigma Planning Corp | 3,915 | $288 | 12/31/2023 | REZ | 3,915 | $288 | 12/31/2023 | Valmark Advisers Inc. | 3,715 | $273 | 12/31/2023 | REZ | 3,715 | $273 | 12/31/2023 | Sound Income Strategies LLC | 3,755 | $271 | 03/31/2024 | REZ | 3,755 | $271 | 03/31/2024 | Cetera Investment Advisers | 3,668 | $270 | 12/31/2023 | REZ | 3,668 | $270 | 12/31/2023 | Boltwood Capital Management | 3,600 | $259 | 03/31/2024 | REZ | 3,600 | $259 | 03/31/2024 | Disciplined Investments LLC | 3,583 | $258 | 03/31/2024 | REZ | 3,583 | $258 | 03/31/2024 | Bard Associates Inc. | 3,459 | $254 | 12/31/2023 | REZ | 3,459 | $254 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 3,396 | $250 | 12/31/2023 | REZ | 3,396 | $250 | 12/31/2023 | ARK & TLK Investments LLC | 3,397 | $250 | 12/31/2023 | REZ | 3,397 | $250 | 12/31/2023 | DAGCO Inc. | 3,158 | $232 | 12/31/2023 | REZ | 3,158 | $232 | 12/31/2023 | Dynamic Wealth Strategies LLC | 3,158 | $232 | 12/31/2023 | REZ | 3,158 | $232 | 12/31/2023 | RDA Financial Network | 3,136 | $226 | 03/31/2024 | REZ | 3,136 | $226 | 03/31/2024 | Beirne Wealth Consulting Services LLC | 3,074 | $226 | 12/31/2023 | REZ | 3,074 | $226 | 12/31/2023 | Jones Financial Companies Lllp | 3,062 | $225 | 12/31/2023 | REZ | 3,062 | $225 | 12/31/2023 | Ameritas Advisory Services LLC | 2,984 | $219 | 12/31/2023 | REZ | 2,984 | $219 | 12/31/2023 | GSA Capital Partners LLP | 2,861 | $210 | 12/31/2023 | REZ | 2,861 | $210 | 12/31/2023 | Creative Planning | 2,861 | $210 | 12/31/2023 | REZ | 2,861 | $210 | 12/31/2023 | Pacific Center for Financial Services | 2,455 | $180 | 12/31/2023 | REZ | 2,455 | $180 | 12/31/2023 | JPMorgan Chase & Co. | 2,313 | $170 | 12/31/2023 | REZ | 2,313 | $170 | 12/31/2023 | DHJJ Financial Advisors Ltd. | 2,006 | $145 | 03/31/2024 | REZ | 2,006 | $145 | 03/31/2024 | GWM Advisors LLC | 1,828 | $134 | 12/31/2023 | REZ | 1,828 | $134 | 12/31/2023 | EP Wealth Advisors LLC | 1,490 | $110 | 12/31/2023 | REZ | 1,490 | $110 | 12/31/2023 | Blair William & Co. IL | 1,392 | $102 | 12/31/2023 | REZ | 1,392 | $102 | 12/31/2023 | Tower Research Capital LLC TRC | 1,349 | $99 | 12/31/2023 | REZ | 1,349 | $99 | 12/31/2023 | Advisory Services Network LLC | 850 | $62 | 12/31/2023 | REZ | 850 | $62 | 12/31/2023 | National Bank of Canada FI | 739 | $55 | 12/31/2023 | REZ | 739 | $55 | 12/31/2023 | Summit X LLC | 698 | $51 | 12/31/2023 | REZ | 698 | $51 | 12/31/2023 | Main Street Group LTD | 635 | $47 | 12/31/2023 | REZ | 635 | $47 | 12/31/2023 | Steward Partners Investment Advisory LLC | 480 | $35 | 12/31/2023 | REZ | 480 | $35 | 12/31/2023 | Allworth Financial LP | 397 | $29 | 03/31/2024 | REZ | 397 | $29 | 03/31/2024 | FMR LLC | 324 | $24 | 12/31/2023 | REZ | 324 | $24 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 309 | $22 | 03/31/2024 | REZ | 309 | $22 | 03/31/2024 | Whittier Trust Co. of Nevada Inc. | 287 | $21 | 12/31/2023 | REZ | 287 | $21 | 12/31/2023 | Geneos Wealth Management Inc. | 283 | $21 | 12/31/2023 | REZ | 283 | $21 | 12/31/2023 | Hollencrest Capital Management | 263 | $19 | 12/31/2023 | REZ | 263 | $19 | 12/31/2023 | Harbour Investments Inc. | 232 | $17 | 12/31/2023 | REZ | 232 | $17 | 12/31/2023 | Northwest Financial Advisors | 162 | $12 | 12/31/2023 | REZ | 162 | $12 | 12/31/2023 | Spire Wealth Management | 147 | $11 | 03/31/2024 | REZ | 147 | $11 | 03/31/2024 | Assetmark Inc. | 151 | $11 | 12/31/2023 | REZ | 151 | $11 | 12/31/2023 | GHP Investment Advisors Inc. | 126 | $9 | 03/31/2024 | REZ | 126 | $9 | 03/31/2024 | Principal Securities Inc. | 116 | $9 | 12/31/2023 | REZ | 116 | $9 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 106 | $8 | 12/31/2023 | REZ | 106 | $8 | 12/31/2023 | Tyler Stone Wealth Management | 113 | $8 | 12/31/2023 | REZ | 113 | $8 | 12/31/2023 | Cape Investment Advisory Inc. | 110 | $8 | 12/31/2023 | REZ | 110 | $8 | 12/31/2023 | Sunbelt Securities Inc. | 100 | $7 | 03/31/2024 | REZ | 100 | $7 | 03/31/2024 | The PNC Financial Services Group Inc. | 75 | $6 | 12/31/2023 | REZ | 75 | $6 | 12/31/2023 | McIlrath & Eck LLC | 82 | $6 | 12/31/2023 | REZ | 82 | $6 | 12/31/2023 | Simplex Trading LLC | 52 | $4 | 03/31/2024 | REZ | 52 | $4 | 03/31/2024 | First Horizon Advisors Inc. | 50 | $4 | 03/31/2024 | REZ | 50 | $4 | 03/31/2024 | Investors Research Corp | 51 | $4 | 12/31/2023 | REZ | 51 | $4 | 12/31/2023 | GPS Wealth Strategies Group LLC | 54 | $4 | 12/31/2023 | REZ | 54 | $4 | 12/31/2023 | Colonial Trust Co SC | 61 | $4 | 12/31/2023 | REZ | 61 | $4 | 12/31/2023 | Comerica Bank | 44 | $3 | 12/31/2023 | REZ | 44 | $3 | 12/31/2023 | ICA Group Wealth Management LLC | 30 | $2 | 12/31/2023 | REZ | 30 | $2 | 12/31/2023 | Caldwell Sutter Capital Inc. | 11 | $1 | 03/31/2024 | REZ | 11 | $1 | 03/31/2024 | CWM LLC | 14 | $1 | 03/31/2024 | REZ | 14 | $1 | 03/31/2024 | Founders Financial Alliance LLC | 15 | $1 | 12/31/2023 | REZ | 15 | $1 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 12 | $1 | 12/31/2023 | REZ | 12 | $1 | 12/31/2023 | Cutler Group LP | 5,200 | $0 | 03/31/2024 | Put | 5,200 | $0 | 03/31/2024 | Proequities Inc. | 0 | $0 | 12/31/2023 | REZ | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of REZ
See Details: Top 10 Hedge Funds Holding REZ
Also See: REZ Holdings Changes
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