Security record · archived quarter
REZ
name pending profile ingest
36Tracked holders
0Δ holders
2.08MShares held
$172.67MReported value
+3New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | 0 | 2.02M | $191.49M | +3 | −3 |
| 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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 493.83K | -3.0% | $41.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 493.83K | -3.0% | $41.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 226.60K | +4.6% | $18.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 160.41K | +0.7% | $13.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 144.45K | -10.1% | $12.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 144.45K | -10.1% | $12.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 144.45K | -10.1% | $12.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 142.56K | -1.4% | $11.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 128.51K | +9.6% | $10.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 128.51K | +9.6% | $10.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 97.13K | +6.5% | $8.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 97.13K | +6.5% | $8.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 73.42K | +93.3% | $6.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 73.42K | +93.3% | $6.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 72.60K | -10.2% | $6.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 66.10K | -39.1% | $5.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 66.10K | -39.1% | $5.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 61.95K | +33.3% | $5.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 55.32K | +124.7% | $4.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 55.32K | +124.7% | $4.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 55.32K | +124.7% | $4.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 47.44K | +3.0% | $3.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 46.33K | -25.1% | $3.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | GAMCO Investors ✦ | 42.46K | -7.2% | $3.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Mariner, LLC | 38.21K | -2.4% | $3.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Mariner, LLC | 38.21K | -2.4% | $3.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 37.62K | +368.0% | $3.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | UBS Group AG | 30.27K | +3.0% | $2.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | UBS Group AG | 30.27K | +3.0% | $2.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | UBS Group AG | 30.27K | +3.0% | $2.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | UBS Group AG | 30.27K | +3.0% | $2.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Commonwealth Equity Services, Llc | 30.12K | -0.1% | $2.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Focus Partners Wealth | 27.45K | -10.7% | $2.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Brown Advisory Inc | 11.25K | 0.0% | $936,029 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 9.96K | +1.0% | $828,509 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | HighTower Advisors, LLC | 7.22K | -7.0% | $601,058 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 6.81K | -7.6% | $560,089 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | D. E. Shaw & Co. ✦ | 4.66K | +35.4% | $387,426 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 39 | Qube Research & Technologies Ltd | 4.54K | -52.2% | $377,524 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Creative Planning | 2.57K | -4.2% | $213,609 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Fifth Third Bancorp | 1.60K | New | $133,552 | 0.0% | New | 1 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 1.20K | 0.0% | $99,852 | 0.0% | Held | 2 | SEC ↗ |
| 43 | National Bank Of Canada /Fi/ | 988 | +14.3% | $82,172 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 932 | -29.5% | $77,567 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | BlackRock ✦ (passive) | 504 | 0.0% | $41,927 | 0.0% | Held | 4 | SEC ↗ |
| 46 | Citigroup Inc | 359 | New | $29,872 | 0.0% | New | 1 | SEC ↗ |
| 47 | TD Waterhouse Canada Inc. | 150 | New | $12,558 | 0.0% | New | 1 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 150 | +689.5% | $12,482 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Assetmark, Inc | 34 | -19.1% | $2,829 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Fifth Third Bancorp | $133,552 | 0.0% |
| Citigroup Inc | $29,872 | 0.0% |
| TD Waterhouse Canada Inc. | $12,558 | 0.0% |
Exited
| Citadel Advisors | $3.50M | was 0.0% |
| Goldman Sachs Group | $1.25M | was 0.0% |
| Hrt Financial Lp | $431,000 | was 0.0% |
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: Q1 2026 ·
Methodology ·
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