REZ institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding165
Shares held4,858,665
Reported value$460.7m
Quarter flows22 new, 65 added, 39 trimmed, 16 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY496,441$47.0m0.0%
Franklin, Parlapiano, Turner & Welch, LLC477,843$45.2m10.2%
EVERGREEN CAPITAL MANAGEMENT LLC299,314$28.3m0.5%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO240,874$22.8m0.0%
Cornerstone Planning Group LLC208,847$20.4m2.6%
Aprio Wealth Management, LLC190,724$18.1m0.9%
RAYMOND JAMES FINANCIAL INC167,046$15.8m0.0%
ROYAL BANK OF CANADA161,436$15.3m0.0%
AMERIPRISE FINANCIAL INC158,504$15.0m0.0%
BARD ASSOCIATES INC147,066$13.9m3.1%
LPL Financial LLC143,866$13.6m0.0%
VAN ECK ASSOCIATES CORP125,647$11.9m0.0%
Ascension Capital Advisors, Inc.120,288$11.4m3.2%
BANK OF AMERICA CORP /DE/98,424$9.3m0.0%
OSAIC HOLDINGS, INC.77,357$7.3m0.0%
Plan Group Financial, LLC74,274$7.0m1.4%
Focus Partners Advisor Solutions, LLC73,360$6.9m0.1%
Sovereign Financial Group, Inc.72,683$6.9m1.1%
ENVESTNET ASSET MANAGEMENT INC62,370$5.9m0.0%
CASTLE WEALTH MANAGEMENT LLC62,096$5.9m1.7%
Fonville Wealth Management LLC56,083$5.3m0.9%
MML INVESTORS SERVICES, LLC52,165$4.9m0.0%
Kure Advisory, LLC48,828$4.6m2.2%
Cetera Investment Advisers48,533$4.6m0.0%
JPMORGAN CHASE & CO44,699$4.3m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("REZ"). REZ price history · All 13F data

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