Security record · archived quarter
REZ
name pending profile ingest
36Tracked holders
+1Δ holders
2.11MShares held
$174.10MReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +2.9% ·
share flow +5.7% ·
net new positions +2.8%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | 0 | 2.01M | $190.81M | +3 | −4 |
| Q1 2026 | 36 | 0 | 2.08M | $172.67M | +3 | −3 |
| Q4 2025 | 36 | +1 | 2.11M | $174.10M | +1 | — |
| Q3 2025 | 8 | 0 | 609.10K | $51.76M | — | — |
| Q2 2025 | 5 | 0 | 139.82K | $11.51M | +1 | −1 |
| Q1 2025 | 3 | +1 | 40.95K | $3.54M | +1 | — |
| Q4 2024 | 2 | +1 | 39.87K | $3.23M | +1 | — |
| Q3 2024 | 1 | -1 | 27.79K | $2.47M | — | −1 |
| Q2 2024 | 2 | — | 7.96K | $613,231 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 509.04K | +3.5% | $42.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Northwestern Mutual Wealth… | 216.60K | — | $17.90M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Royal Bank Of Canada | 160.69K | — | $13.28M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Ameriprise Financial Inc | 159.24K | — | $13.16M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 144.56K | — | $11.95M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 117.21K | — | $9.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 108.54K | — | $8.97M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Bank Of America Corp /De/ | 91.21K | — | $7.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Two Sigma Investments ✦ | 80.83K | New | $6.68M | 0.0% | New | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 61.83K | — | $5.11M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 46.46K | — | $3.84M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 46.04K | — | $3.80M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | GAMCO Investors ✦ | 45.78K | -1.7% | $3.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 42.36K | +171.0% | $3.50M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 15 | Mariner, LLC | 39.16K | — | $3.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Wells Fargo & Company/Mn | 37.98K | — | $3.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Focus Partners Wealth | 30.73K | — | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 30.13K | — | $2.49M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 29.40K | — | $2.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | JPMorgan Chase ✦ | 24.62K | -26.3% | $2.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 21 | Goldman Sachs Group ✦ | 15.12K | -10.2% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Brown Advisory Inc | 11.25K | — | $929,617 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 9.86K | — | $814,995 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Qube Research & Technologies Ltd | 9.48K | — | $783,840 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 8.04K | — | $664,343 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 7.77K | — | $641,814 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 7.37K | — | $609,184 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Hrt Financial Lp | 5.22K | — | $431,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | D. E. Shaw & Co. ✦ | 3.44K | +31.0% | $284,282 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Creative Planning | 2.68K | — | $221,374 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 1.32K | -19.4% | $109,232 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 1.20K | — | $99,168 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 864 | — | $71,410 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | BlackRock ✦ (passive) | 504 | 0.0% | $41,640 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Assetmark, Inc | 42 | — | $3,471 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 19 | — | $1,611 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $6.68M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 153 holders, 4.77M shares, $376.68M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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