Who owns REZ
Which tracked institutional funds hold REZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See REZ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on REZ is one-sided between 2026-Q1 and 2026-Q2: 49 added or opened and 16 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
REZ’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes REZ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in REZ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 155 tracked filers holding REZ, 81 increased or opened the position and 63 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in REZ between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- Sanctuary Advisors, LLC$4M
- Global Retirement Partners, LLC$1M
- IEQ CAPITAL, LLC$1M
- Freestone Capital Holdings, LLC$929K
- INSIGNEO ADVISORY SERVICES, LLC$877K
Full exits 11
- TWO SIGMA INVESTMENTS, LP$6M
- AXS Investments LLC$4M
- GAMCO INVESTORS, INC. ET AL$4M
- Alliance Wealth Advisors, LLC /UT$2M
- Cambridge Investment Research Advisors, Inc.$1M
- CX Institutional$1M
Largest adds
- EVERGREEN CAPITAL MANAGEMENT LLC$6M
- MORGAN STANLEY$6M
- RAYMOND JAMES FINANCIAL INC$5M
- Focus Partners Advisor Solutions, LLC$5M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4M
- ROYAL BANK OF CANADA$3M
Largest trims
- VAN ECK ASSOCIATES CORP$8M
- WELLS FARGO & COMPANY/MN$3M
- Mission Hills Financial Advisory, LLC$860K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$729K
- JPMORGAN CHASE & CO$292K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 496,441 | $47M | 10.5% | 2026-Q2 |
| Franklin, Parlapiano, Turner & Welch, LLC trimmed | 477,843 | $45M | 10.1% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 299,314 | $28M | 6.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 240,874 | $23M | 5.1% | 2026-Q2 |
| Cornerstone Planning Group LLC added | 208,847 | $20M | 4.6% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 190,724 | $18M | 4.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 167,046 | $16M | 3.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 161,436 | $15M | 3.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 158,504 | $15M | 3.4% | 2026-Q2 |
| BARD ASSOCIATES INC added | 147,066 | $14M | 3.1% | 2026-Q2 |
| LPL Financial LLC added | 143,866 | $14M | 3.0% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 125,647 | $12M | 2.7% | 2026-Q2 |
| Ascension Capital Advisors, Inc. added | 120,288 | $11M | 2.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 98,424 | $9M | 2.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 77,357 | $7M | 1.6% | 2026-Q2 |
| Plan Group Financial, LLC added | 74,274 | $7M | 1.6% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 73,360 | $7M | 1.6% | 2026-Q2 |
| Sovereign Financial Group, Inc. added | 72,683 | $7M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 62,370 | $6M | 1.3% | 2026-Q2 |
| CASTLE WEALTH MANAGEMENT LLC added | 62,096 | $6M | 1.3% | 2026-Q2 |
| Fonville Wealth Management LLC trimmed | 56,083 | $5M | 1.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 52,165 | $5M | 1.1% | 2026-Q2 |
| Kure Advisory, LLC added | 48,828 | $5M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers added | 48,533 | $5M | 1.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 44,699 | $4M | 1.0% | 2026-Q2 |
| ARKANSAS FINANCIAL GROUP, INC. added | 42,293 | $4M | 0.9% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 40,712 | $4M | 0.9% | 2026-Q2 |
| Winter & Associates, Inc. added | 39,799 | $4M | 0.8% | 2026-Q2 |
| Summit Financial, LLC added | 38,501 | $4M | 0.8% | 2026-Q2 |
| Mariner, LLC trimmed | 37,995 | $4M | 0.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 34,367 | $3M | 0.7% | 2026-Q2 |
| Procyon Advisors, LLC trimmed | 33,144 | $3M | 0.7% | 2026-Q2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 28,990 | $3M | 0.6% | 2026-Q2 |
| Focus Partners Wealth trimmed | 27,231 | $3M | 0.6% | 2026-Q2 |
| Continuum Advisory, LLC added | 26,077 | $2M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 25,366 | $2M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 25,259 | $2M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 25,095 | $2M | 0.5% | 2026-Q2 |
| CITIGROUP INC added | 24,150 | $2M | 0.5% | 2026-Q2 |
| Financial Management, Inc. added | 23,904 | $2M | 0.5% | 2026-Q2 |
| High Probability Advisors, LLC added | 23,102 | $2M | 0.5% | 2026-Q2 |
| Pacific Sun Financial Corp trimmed | 22,710 | $2M | 0.5% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 22,513 | $2M | 0.5% | 2026-Q2 |
| Sincerus Advisory, LLC added | 18,764 | $2M | 0.4% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 17,065 | $2M | 0.4% | 2026-Q2 |
| M Wealth Management, LLC added | 16,842 | $2M | 0.4% | 2026-Q2 |
| LongView Wealth Management added | 16,532 | $2M | 0.4% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 16,340 | $2M | 0.3% | 2026-Q2 |
| One Wealth Map LLC added | 15,932 | $2M | 0.4% | 2026-Q2 |
| Valtrion Capital Management, LLC added | 15,262 | $1M | 0.3% | 2026-Q2 |
| Mission Hills Financial Advisory, LLC trimmed | 14,763 | $1M | 0.3% | 2026-Q2 |
| Strategic Financial Concepts, LLC added | 14,491 | $1M | 0.3% | 2026-Q2 |
| Comprehensive Wealth Management, LLC added | 14,440 | $1M | 0.3% | 2026-Q2 |
| Kendall Capital Management added | 14,300 | $1M | 0.3% | 2026-Q2 |
| Burns Matteson Capital Management, LLC trimmed | 14,249 | $1M | 0.3% | 2026-Q2 |
| Cornerstone Management, Inc. | 13,686 | $1M | 0.3% | 2026-Q2 |
| Global Retirement Partners, LLC added | 12,918 | $1M | 0.3% | 2026-Q2 |
| BROWN ADVISORY INC | 11,249 | $1M | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC new | 11,043 | $1M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 9,921 | $939K | 0.2% | 2026-Q2 |
| Freestone Capital Holdings, LLC new | 9,809 | $929K | 0.2% | 2026-Q2 |
| Capital Asset Advisory Services LLC trimmed | 9,725 | $921K | 0.2% | 2026-Q2 |
| Jefferies Financial Group Inc. trimmed | 9,438 | $894K | 0.2% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC new | 9,259 | $877K | 0.2% | 2026-Q2 |
| Main Street Financial Solutions, LLC added | 9,106 | $862K | 0.2% | 2026-Q2 |
| MENORA MIVTACHIM HOLDINGS LTD. | 8,500 | $805K | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 8,356 | $791K | 0.2% | 2026-Q2 |
| FAMILY WEALTH PARTNERS, LLC added | 8,061 | $763K | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 7,770 | $736K | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 7,499 | $713K | 0.2% | 2026-Q2 |
| Courage Miller Partners, LLC trimmed | 6,289 | $595K | 0.1% | 2026-Q2 |
| INTERACTIVE FINANCIAL ADVISORS, INC. added | 6,257 | $548K | 0.1% | 2026-Q2 |
| Beta Wealth Group, Inc. trimmed | 6,245 | $591K | 0.1% | 2026-Q2 |
| American Financial Advisors, LLC added | 6,167 | $584K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 6,146 | $582K | 0.1% | 2026-Q2 |
| Connecticut Wealth Management, LLC | 5,750 | $544K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 5,466 | $518K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 5,076 | $482K | 0.1% | 2026-Q2 |
| McAdam, LLC added | 4,955 | $469K | 0.1% | 2026-Q2 |
| Creative Planning added | 4,724 | $447K | 0.1% | 2026-Q2 |
| Navis Wealth Advisors, LLC added | 4,691 | $444K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. new | 4,681 | $443K | 0.1% | 2026-Q2 |
| SEAVIEW INVESTMENT MANAGERS LLC added | 4,610 | $437K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 4,544 | $430K | 0.1% | 2026-Q2 |
| COZAD ASSET MANAGEMENT INC | 4,318 | $409K | 0.1% | 2026-Q2 |
| FLP Wealth Management, LLC added | 4,015 | $380K | 0.1% | 2026-Q2 |
| Boltwood Capital Management | 3,600 | $341K | 0.1% | 2026-Q2 |
| Disciplined Investments, LLC | 3,583 | $339K | 0.1% | 2026-Q2 |
| Valmark Advisers, Inc. trimmed | 3,541 | $335K | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 3,456 | $327K | 0.1% | 2026-Q2 |
| RVW Wealth, LLC trimmed | 3,430 | $325K | 0.1% | 2026-Q2 |
| ARK & TLK INVESTMENTS, LLC | 3,397 | $322K | 0.1% | 2026-Q2 |
| Buck Wealth Strategies, LLC trimmed | 3,209 | $304K | 0.1% | 2026-Q2 |
| CENTRAL TRUST Co | 3,179 | $301K | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 3,128 | $296K | 0.1% | 2026-Q2 |
| Go Invest LLC trimmed | 3,088 | $292K | 0.1% | 2026-Q2 |
| XTX Topco Ltd new | 3,040 | $288K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 2,950 | $279K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 2,777 | $263K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC trimmed | 2,768 | $262K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.