αAlphaSMO

Institutions Holding REZ (155 holders)

155 institutions currently hold REZ, ranked below by position value.

View full stock page for REZ

Key HoldersTotal ValueAvg Weight
Franklin, Parlapiano, Turner & Welch, LLC$42.2M10.05%
MORGAN STANLEY$41.1M0.00%
EVERGREEN CAPITAL MANAGEMENT LLC$22.2M0.48%
VAN ECK ASSOCIATES CORP$20.0M0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$18.9M0.01%
Cornerstone Planning Group LLC$18.1M2.41%
Aprio Wealth Management, LLC$17.2M0.94%
AMERIPRISE FINANCIAL INC$13.3M0.00%
BARD ASSOCIATES INC$12.2M3.05%
ROYAL BANK OF CANADA$12.0M0.00%
LPL Financial LLC$11.9M0.00%
RAYMOND JAMES FINANCIAL INC$10.7M0.00%
Ascension Capital Advisors, Inc.$10.0M3.13%
BANK OF AMERICA CORP /DE/$8.1M0.00%
WELLS FARGO & COMPANY/MN$6.1M0.00%
TWO SIGMA INVESTMENTS, LP$6.0M0.00%
Sovereign Financial Group, Inc.$5.7M0.99%
Plan Group Financial, LLC$5.7M1.34%
OSAIC HOLDINGS, INC.$5.5M0.01%
ENVESTNET ASSET MANAGEMENT INC$5.2M0.00%
CASTLE WEALTH MANAGEMENT LLC$5.0M1.63%
Fonville Wealth Management LLC$4.7M0.90%
JPMORGAN CHASE & CO$4.6M0.00%
AXS Investments LLC$4.0M1.61%
Cetera Investment Advisers$3.9M0.00%
MML INVESTORS SERVICES, LLC$3.9M0.01%
Kure Advisory, LLC$3.8M2.07%
GAMCO INVESTORS, INC. ET AL$3.5M0.03%
ARKANSAS FINANCIAL GROUP, INC.$3.5M0.48%
Mariner, LLC$3.2M0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.1M0.00%
Summit Financial, LLC$3.0M0.04%
Procyon Advisors, LLC$2.9M0.14%
UBS Group AG$2.5M0.00%
COMMONWEALTH EQUITY SERVICES, LLC$2.5M0.00%
Focus Partners Advisor Solutions, LLC$2.4M0.02%
PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.4M0.09%
Focus Partners Wealth$2.3M0.00%
Mission Hills Financial Advisory, LLC$2.3M1.16%
Continuum Advisory, LLC$2.1M0.20%
High Probability Advisors, LLC$1.9M0.25%
Pacific Sun Financial Corp$1.9M0.92%
Winter & Associates, Inc.$1.9M1.63%
LEAVELL INVESTMENT MANAGEMENT, INC.$1.8M0.07%
Alliance Wealth Advisors, LLC /UT$1.7M0.37%
Sincerus Advisory, LLC$1.5M1.16%
One Wealth Map LLC$1.4M0.65%
Cambridge Investment Research Advisors, Inc.$1.3M0.00%
INTEGRITY ALLIANCE, LLC.$1.3M0.05%
CREATIVE FINANCIAL DESIGNS INC /ADV$1.3M0.08%
CX Institutional$1.2M0.04%
LongView Wealth Management$1.2M0.31%
Burns Matteson Capital Management, LLC$1.2M0.44%
M Wealth Management, LLC$1.2M1.02%
Cornerstone Management, Inc.$1.1M0.18%
Thrivent Financial for Lutherans$1.1M0.00%
Comprehensive Wealth Management, LLC$1.1M0.57%
Strategic Financial Concepts, LLC$1.1M0.28%
Valtrion Capital Management, LLC$1.1M1.05%
Kendall Capital Management$1.0M0.21%
BROWN ADVISORY INC$936.0K0.00%
Capital Asset Advisory Services LLC$890.7K0.03%
Jefferies Financial Group Inc.$832.1K0.01%
Rockefeller Capital Management L.P.$828.5K0.00%
MENORA MIVTACHIM HOLDINGS LTD.$707.3K0.00%
Beta Wealth Group, Inc.$664.1K0.27%
FAMILY WEALTH PARTNERS, LLC$627.8K0.21%
HighTower Advisors, LLC$601.1K0.00%
SeaCrest Wealth Management, LLC$584.9K0.06%
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA$575.0K0.41%
JONES FINANCIAL COMPANIES LLLP$560.1K0.00%
AE Wealth Management LLC$542.7K0.00%
Courage Miller Partners, LLC$524.9K0.15%
American Financial Advisors, LLC$511.4K0.07%
INTERACTIVE FINANCIAL ADVISORS, INC.$481.7K0.32%
Connecticut Wealth Management, LLC$478.5K0.02%
PEAPACK GLADSTONE FINANCIAL CORP$462.0K0.01%
Farther Finance Advisors, LLC$410.7K0.00%
Navis Wealth Advisors, LLC$388.1K0.20%
D. E. Shaw & Co., Inc.$387.4K0.00%
Qube Research & Technologies Ltd$377.5K0.00%
Avior Wealth Management, LLC$363.1K0.01%
COZAD ASSET MANAGEMENT INC$359.3K0.03%
McAdam, LLC$354.1K0.02%
FLP Wealth Management, LLC$331.1K0.68%
Valmark Advisers, Inc.$327.3K0.00%
Kestra Advisory Services, LLC$313.9K0.00%
Boltwood Capital Management$299.6K0.08%
Disciplined Investments, LLC$298.1K0.11%
RVW Wealth, LLC$291.6K0.02%
ARK & TLK INVESTMENTS, LLC$282.7K0.08%
Buck Wealth Strategies, LLC$269.7K0.03%
CENTRAL TRUST Co$264.5K0.01%
&PARTNERS$260.4K0.00%
Focus Financial Network, Inc.$260.2K0.01%
Gladstone Institutional Advisory LLC$246.6K0.01%
RDA Financial Network$215.6K0.05%
SEAVIEW INVESTMENT MANAGERS LLC$215.3K0.08%
VectorGlobal IAG, Inc.$215.3K0.06%
Creative Planning$213.6K0.00%
CHOREO, LLC$212.6K0.00%
MAI Capital Management$210.9K0.00%
Pacific Center for Financial Services$204.3K0.05%
Lynx Investment Advisory$200.8K0.10%
Sound Income Strategies, LLC$185.7K0.01%
HARBOUR INVESTMENTS, INC.$136.1K0.00%
FIFTH THIRD BANCORP$133.6K0.00%
DHJJ Financial Advisors, Ltd.$128.7K0.04%
BANK OF MONTREAL /CAN/$99.9K0.00%
RED REEF ADVISORS LLC$97.3K0.10%
Advisory Services Network, LLC$97.0K0.00%
HUNTINGTON NATIONAL BANK$87.6K0.00%
Main Street Group, LTD$85.1K0.02%
Destiny Wealth Partners, LLC$82.7K0.01%
NATIONAL BANK OF CANADA /FI/$82.2K0.00%
FMR LLC$77.6K0.00%
Steward Partners Investment Advisory, LLC$50.0K0.00%
Dynamic Wealth Strategies, LLC$48.9K0.03%
BlackRock, Inc.$41.9K0.00%
Horizon Investments, LLC$38.9K0.00%
Golden State Wealth Management, LLC$30.4K0.00%
CITIGROUP INC$29.9K0.00%
Mosley Wealth Management$28.6K0.01%
Fairscale Capital, LLC$28.2K0.02%
Monetary Solutions, Ltd$26.2K0.03%
WHITTIER TRUST CO OF NEVADA INC$24.3K0.00%
Advisors Preferred, LLC$24.2K0.00%
Strategic Wealth Partners, Ltd.$22.4K0.00%
HOLLENCREST CAPITAL MANAGEMENT$21.9K0.00%
Allworth Financial LP$20.6K0.00%
Keating Financial Advisory Services, Inc.$20.0K0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$19.6K0.00%
Purpose Unlimited Inc.$17.4K0.00%
TD Waterhouse Canada Inc.$12.6K0.00%
Russell Investments Group, Ltd.$12.5K0.00%
Robinswood Financial LLC$9.8K0.00%
CoreCap Advisors, LLC$8.4K0.00%
Geneos Wealth Management Inc.$8.3K0.00%
MATHER GROUP, LLC.$7.9K0.00%
McIlrath & Eck, LLC$7.1K0.00%
Strategic Advocates LLC$5.1K0.02%
Realta Investment Advisors$5.1K0.00%
Investors Research Corp$4.7K0.00%
AMERIFLEX GROUP, INC.$4.7K0.00%
IFP Advisors, Inc$4.7K0.00%
Dunhill Financial, LLC$3.1K0.00%
ASSETMARK, INC$2.8K0.00%
Central Pacific Bank - Trust Division$2.4K0.00%
Legacy Wealth Managment, LLC/ID$1.7K0.00%
Anchor Investment Management, LLC$1.7K0.00%