154 tracked 13F filers disclose a position in REZ as of the latest SEC 13F filings, a combined $419.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $41.1M | 494K | ▼−3.0% Reduced · −15K sh | Q1 2026 | |
| 2 | Franklin, Parlapiano, Turner & Welch, LLC | $45.2M | 478K | ▼−0.1% Reduced · −490 sh | Q2 2026 | |
| 3 | EVERGREEN CAPITAL MANAGEMENT LLC | $28.3M | 299K | ▲+12% Added · +32K sh | Q2 2026 | |
| 4 | VAN ECK ASSOCIATES CORP | Withheld | 240K | ▲+72% Added · +101K sh | Q1 2026 | |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18.9M | 227K | ▲+4.6% Added · +10K sh | Q1 2026 | |
| 6 | Cornerstone Planning Group LLC | $20.4M | 209K | ▲+3.9% Added · +8K sh | Q2 2026 | |
| 7 | Aprio Wealth Management, LLC | $18.1M | 191K | ▼−7.8% Reduced · −16K sh | Q2 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $13.3M | 160K | ▲+0.7% Added · +1K sh | Q1 2026 | |
| 9 | BARD ASSOCIATES INC | $13.9M | 147K | ▲+0.6% Added · +946 sh | Q2 2026 | |
| 10 | ROYAL BANK OF CANADA | $12.0M | 144K | ▼−10% Reduced · −16K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $11.9M | 143K | ▼−1.4% Reduced · −2K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $10.7M | 129K | ▲+9.6% Added · +11K sh | Q1 2026 | |
| 13 | Ascension Capital Advisors, Inc. | $11.4M | 120K | ▲+0.5% Added · +640 sh | Q2 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $8.1M | 97K | ▲+6.5% Added · +6K sh | Q1 2026 | |
| 15 | Plan Group Financial, LLC | $7.0M | 74K | ▲+8.4% Added · +6K sh | Q2 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $6.1M | 73K | ▲+93% Added · +35K sh | Q1 2026 | |
| 17 | Focus Partners Advisor Solutions, LLC | $6.9M | 73K | ▲+150% Added · +44K sh | Q2 2026 | |
| 18 | Sovereign Financial Group, Inc. | $6.9M | 73K | ▲+5.8% Added · +4K sh | Q2 2026 | |
| 19 | TWO SIGMA INVESTMENTS, LP | $6.0M | 73K | ▼−10% Reduced · −8K sh | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $5.5M | 66K | ▼−39% Reduced · −42K sh | Q1 2026 | |
| 21 | CASTLE WEALTH MANAGEMENT LLC | $5.9M | 62K | ▲+2.6% Added · +2K sh | Q2 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $5.2M | 62K | ▲+33% Added · +15K sh | Q1 2026 | |
| 23 | Fonville Wealth Management LLC | $5.3M | 56K | ▼−0.8% Reduced · −443 sh | Q2 2026 | |
| 24 | JPMORGAN CHASE & CO | $4.6M | 55K | ▲+125% Added · +31K sh | Q1 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $4.9M | 52K | ▲+13% Added · +6K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in REZ and 28 added to an existing one, while 14 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 82 funds | $15.1B |
| MICROSOFT CORPMSFT | 82 funds | $13.1B |
| NVIDIA CORPNVDA | 81 funds | $16.0B |
| AMAZON.COM INCAMZN | 81 funds | $9.1B |
| ALPHABET INC-CL AGOOGL | 79 funds | $8.5B |
| TESLA INCTSLA | 76 funds | $4.9B |
| BROADCOM INCAVGO | 75 funds | $6.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 75 funds | $4.4B |
| VANGUARD S&P 500 ETFVOO | 75 funds | $3.4B |
| META PLATFORMS INC-CLASS AMETA | 74 funds | $5.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 74 funds | $3.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 74 funds | $2.5B |
Ranked by how many of REZ's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for REZ
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/REZ/capital-change-brief"
Use Arkolith's capital_change_brief for REZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for REZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.