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Funds Holding RZG

On this page, we present all of the funds holding RZG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding RZG, with a link to that fund's top holdings. The next columns indicate the amount of RZG stock held by each of the funds holding RZG, followed by the RZG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 37 funds holding RZG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by CWM LLC. For more details on the positions held by CWM LLC (or by any of the other funds holding RZG), click the fund name in the "Holder" column of the funds-holding-RZG table below.

HolderAmountPosition Size
($ in 1000's)
 As of
CWM LLC155,114$7,539 03/31/2024
     RZG155,114$7,539 03/31/2024
Twelve Points Wealth Management LLC144,754$7,035 03/31/2024
     RZG144,754$7,035 03/31/2024
LPL Financial LLC101,401$4,617 12/31/2023
     RZG101,401$4,617 12/31/2023
Allworth Financial LP65,304$3,174 03/31/2024
     RZG65,304$3,174 03/31/2024
Investors Research Corp42,770$1,948 12/31/2023
     RZG42,770$1,948 12/31/2023
Morgan Stanley33,302$1,516 12/31/2023
     RZG33,302$1,516 12/31/2023
IHT Wealth Management LLC26,611$1,212 12/31/2023
     RZG26,611$1,212 12/31/2023
Commonwealth Equity Services LLC26,114$1,189 12/31/2023
     RZG26,114$1,189 12/31/2023
Susquehanna International Group LLP25,288$1,152 12/31/2023
     RZG25,288$1,152 12/31/2023
Advisor Group Holdings Inc.23,567$1,073 12/31/2023
     RZG23,567$1,073 12/31/2023
Cambridge Investment Research Advisors Inc.19,993$972 03/31/2024
     RZG19,993$972 03/31/2024
Bank of America Corp DE21,155$963 12/31/2023
     RZG21,155$963 12/31/2023
Berger Financial Group Inc16,953$824 03/31/2024
     RZG16,953$824 03/31/2024
Royal Bank of Canada15,053$685 12/31/2023
     RZG15,053$685 12/31/2023
Pacific Sun Financial Corp13,940$635 12/31/2023
     RZG13,940$635 12/31/2023
GTS Securities LLC12,860$586 12/31/2023
     RZG12,860$586 12/31/2023
Willner & Heller LLC11,210$510 12/31/2023
     RZG11,210$510 12/31/2023
Purus Wealth Management LLC10,439$507 03/31/2024
     RZG10,439$507 03/31/2024
UBS Group AG11,131$507 12/31/2023
     RZG11,131$507 12/31/2023
Citadel Advisors LLC10,322$470 12/31/2023
     RZG10,322$470 12/31/2023
Wells Fargo & Company MN8,415$383 12/31/2023
     RZG8,415$383 12/31/2023
Financial Advisory Service Inc.7,714$351 12/31/2023
     RZG7,714$351 12/31/2023
Commonwealth Financial Services LLC6,492$296 12/31/2023
     RZG6,492$296 12/31/2023
Kaydan Wealth Management Inc.5,675$276 03/31/2024
     RZG5,675$276 03/31/2024
American Institute for Advanced Investment Management LLP5,481$266 03/31/2024
     RZG5,481$266 03/31/2024
Equitable Holdings Inc.5,364$244 12/31/2023
     RZG5,364$244 12/31/2023
Heritage Trust Co5,295$241 12/31/2023
     RZG5,295$241 12/31/2023
SPC Financial Inc.4,800$219 12/31/2023
     RZG4,800$219 12/31/2023
Fifth Third Bancorp3,450$168 03/31/2024
     RZG3,450$168 03/31/2024
GPS Wealth Strategies Group LLC1,101$50 12/31/2023
     RZG1,101$50 12/31/2023
FMR LLC801$36 12/31/2023
     RZG801$36 12/31/2023
Key Financial Inc687$31 12/31/2023
     RZG687$31 12/31/2023
Geneos Wealth Management Inc.285$13 12/31/2023
     RZG285$13 12/31/2023
Global Retirement Partners LLC111$5 03/31/2024
     RZG111$5 03/31/2024
PSI Advisors LLC75$4 03/31/2024
     RZG75$4 03/31/2024
Element Wealth LLC25$1 12/31/2023
     RZG25$1 12/31/2023
Huntington National Bank1$0 12/31/2023
     RZG1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     RZG0$0 12/31/2023

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

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