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-Q1 13F filings. 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
24 tracked funds added or opened REZ while 19 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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, Franklin, Parlapiano, Turner & Welch, LLC, sizes it at 10.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 10.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 154 tracked filers holding REZ, 72 increased or opened the position and 62 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 2025-Q4 and 2026-Q1 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 3
- Strategic Financial Concepts, LLC$1M
- Jefferies Financial Group Inc.$832K
- Ocean Park Asset Management, LLC$628K
Full exits 9
- CITADEL ADVISORS LLC$4M
- GOLDMAN SACHS GROUP INC$1M
- Prosperitas Financial LLC$1M
- Savant Capital, LLC$971K
- Main Street Financial Solutions, LLC$910K
- Envestnet Portfolio Solutions, Inc.$729K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$18M
- VAN ECK ASSOCIATES CORP$8M
- Cornerstone Planning Group LLC$4M
- EVERGREEN CAPITAL MANAGEMENT LLC$3M
- WELLS FARGO & COMPANY/MN$3M
- Summit Financial, LLC$3M
Largest trims
- OSAIC HOLDINGS, INC.$3M
- Focus Partners Advisor Solutions, LLC$2M
- ROYAL BANK OF CANADA$1M
- MML INVESTORS SERVICES, LLC$1M
- MORGAN STANLEY$975K
- Burns Matteson Capital Management, LLC$642K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Franklin, Parlapiano, Turner & Welch, LLC added | 478,333 | $42M | 9.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 493,832 | $41M | 9.2% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 266,843 | $22M | 4.9% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 239,823 | $20M | 4.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 226,602 | $19M | 4.2% | 2026-Q1 |
| Cornerstone Planning Group LLC added | 200,966 | $18M | 4.0% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 206,867 | $17M | 3.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 160,407 | $13M | 3.0% | 2026-Q1 |
| BARD ASSOCIATES INC added | 146,120 | $12M | 2.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 144,449 | $12M | 2.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 142,564 | $12M | 2.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 128,508 | $11M | 2.4% | 2026-Q1 |
| Ascension Capital Advisors, Inc. added | 119,648 | $10M | 2.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 97,126 | $8M | 1.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 73,423 | $6M | 1.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 72,600 | $6M | 1.3% | 2026-Q1 |
| Sovereign Financial Group, Inc. added | 68,704 | $6M | 1.3% | 2026-Q1 |
| Plan Group Financial, LLC added | 68,489 | $6M | 1.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 66,104 | $6M | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 61,947 | $5M | 1.1% | 2026-Q1 |
| CASTLE WEALTH MANAGEMENT LLC added | 60,546 | $5M | 1.1% | 2026-Q1 |
| Fonville Wealth Management LLC added | 56,526 | $5M | 1.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 55,319 | $5M | 1.0% | 2026-Q1 |
| AXS Investments LLC trimmed | 47,850 | $4M | 0.9% | 2026-Q1 |
| Cetera Investment Advisers added | 47,441 | $4M | 0.9% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 46,334 | $4M | 0.9% | 2026-Q1 |
| Kure Advisory, LLC added | 45,633 | $4M | 0.8% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 42,458 | $4M | 0.8% | 2026-Q1 |
| ARKANSAS FINANCIAL GROUP, INC. added | 40,106 | $3M | 0.8% | 2026-Q1 |
| Mariner, LLC trimmed | 38,209 | $3M | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 37,622 | $3M | 0.7% | 2026-Q1 |
| Summit Financial, LLC added | 36,395 | $3M | 0.7% | 2026-Q1 |
| Procyon Advisors, LLC trimmed | 34,856 | $3M | 0.6% | 2026-Q1 |
| UBS Group AG added | 30,269 | $3M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 30,116 | $3M | 0.6% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 29,300 | $2M | 0.5% | 2026-Q1 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 28,990 | $2M | 0.5% | 2026-Q1 |
| Focus Partners Wealth trimmed | 27,453 | $2M | 0.5% | 2026-Q1 |
| Mission Hills Financial Advisory, LLC added | 27,139 | $2M | 0.5% | 2026-Q1 |
| Continuum Advisory, LLC added | 24,967 | $2M | 0.5% | 2026-Q1 |
| High Probability Advisors, LLC | 23,069 | $2M | 0.4% | 2026-Q1 |
| Pacific Sun Financial Corp trimmed | 22,720 | $2M | 0.4% | 2026-Q1 |
| Winter & Associates, Inc. added | 22,032 | $2M | 0.4% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 21,486 | $2M | 0.4% | 2026-Q1 |
| Alliance Wealth Advisors, LLC /UT added | 20,575 | $2M | 0.4% | 2026-Q1 |
| Sincerus Advisory, LLC added | 18,380 | $2M | 0.3% | 2026-Q1 |
| One Wealth Map LLC trimmed | 15,306 | $1M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 16,170 | $1M | 0.3% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 15,708 | $1M | 0.3% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 15,539 | $1M | 0.3% | 2026-Q1 |
| CX Institutional trimmed | 14,703 | $1M | 0.3% | 2026-Q1 |
| LongView Wealth Management added | 13,856 | $1M | 0.3% | 2026-Q1 |
| Burns Matteson Capital Management, LLC trimmed | 14,572 | $1M | 0.3% | 2026-Q1 |
| M Wealth Management, LLC added | 14,495 | $1M | 0.3% | 2026-Q1 |
| Cornerstone Management, Inc. | 13,686 | $1M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 13,591 | $1M | 0.3% | 2026-Q1 |
| Comprehensive Wealth Management, LLC added | 13,498 | $1M | 0.3% | 2026-Q1 |
| Strategic Financial Concepts, LLC added | 13,437 | $1M | 0.2% | 2026-Q1 |
| Valtrion Capital Management, LLC added | 13,370 | $1M | 0.2% | 2026-Q1 |
| Kendall Capital Management added | 12,488 | $1M | 0.2% | 2026-Q1 |
| BROWN ADVISORY INC | 11,249 | $936K | 0.2% | 2026-Q1 |
| Capital Asset Advisory Services LLC trimmed | 9,934 | $891K | 0.2% | 2026-Q1 |
| Jefferies Financial Group Inc. new | 10,000 | $832K | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 9,956 | $829K | 0.2% | 2026-Q1 |
| MENORA MIVTACHIM HOLDINGS LTD. | 8,500 | $707K | 0.2% | 2026-Q1 |
| Beta Wealth Group, Inc. added | 7,982 | $664K | 0.1% | 2026-Q1 |
| Ocean Park Asset Management, LLC new | 7,548 | $628K | 0.1% | 2026-Q1 |
| FAMILY WEALTH PARTNERS, LLC added | 7,548 | $628K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 7,223 | $601K | 0.1% | 2026-Q1 |
| SeaCrest Wealth Management, LLC | 7,029 | $585K | 0.1% | 2026-Q1 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 6,905 | $575K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 6,810 | $560K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 6,522 | $543K | 0.1% | 2026-Q1 |
| Courage Miller Partners, LLC trimmed | 6,308 | $525K | 0.1% | 2026-Q1 |
| American Financial Advisors, LLC trimmed | 6,146 | $511K | 0.1% | 2026-Q1 |
| INTERACTIVE FINANCIAL ADVISORS, INC. trimmed | 5,788 | $482K | 0.1% | 2026-Q1 |
| M Holdings Securities, Inc. added | 111,073 | $10M | 2.1% | 2025-Q1 stale |
| Cambria Investment Management, L.P. trimmed | 100,544 | $9M | 1.9% | 2025-Q1 stale |
| Cresset Asset Management, LLC added | 91,386 | $8M | 1.8% | 2025-Q1 stale |
| Keeley-Teton Advisors, LLC trimmed | 55,359 | $5M | 1.1% | 2025-Q1 stale |
| CITADEL ADVISORS LLC added | 42,364 | $4M | 0.8% | 2025-Q4 stale |
| Fortis Group Advisors, LLC new | 28,354 | $2M | 0.5% | 2025-Q1 stale |
| Anderson Financial Strategies, LLC added | 19,812 | $2M | 0.4% | 2025-Q3 stale |
| KFG WEALTH MANAGEMENT, LLC trimmed | 18,695 | $2M | 0.3% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC trimmed | 15,115 | $1M | 0.3% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 13,267 | $1M | 0.3% | 2025-Q1 stale |
| Prosperitas Financial LLC trimmed | 13,023 | $1M | 0.2% | 2025-Q4 stale |
| Savant Capital, LLC new | 11,744 | $971K | 0.2% | 2025-Q4 stale |
| Main Street Financial Solutions, LLC new | 11,006 | $910K | 0.2% | 2025-Q4 stale |
| Quadrature Capital Ltd trimmed | 10,176 | $837K | 0.2% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 9,312 | $767K | 0.2% | 2025-Q2 stale |
| STIFEL FINANCIAL CORP trimmed | 8,474 | $732K | 0.2% | 2025-Q1 stale |
| Envestnet Portfolio Solutions, Inc. trimmed | 8,826 | $729K | 0.2% | 2025-Q4 stale |
| Global Retirement Partners, LLC trimmed | 8,305 | $686K | 0.2% | 2025-Q4 stale |
| MARSHALL WACE, LLP trimmed | 7,919 | $684K | 0.2% | 2025-Q1 stale |
| Orion Porfolio Solutions, LLC added | 8,086 | $668K | 0.1% | 2025-Q4 stale |
| Everstar Asset Management, LLC added | 7,636 | $649K | 0.1% | 2025-Q3 stale |
| Tower Research Capital LLC (TRC) added | 7,437 | $615K | 0.1% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC trimmed | 6,903 | $597K | 0.1% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 7,173 | $595K | 0.1% | 2025-Q2 stale |
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.