HoldingsChannel.com
Funds Holding REZ
HolderAmountPosition Size
($ in 1000's)
 As of
Franklin Parlapiano Turner & Welch LLC307,659$16,983 03/31/2020
     REZ307,659$16,983 03/31/2020
Bank of America Corp DE246,062$13,582 03/31/2020
     REZ246,062$13,582 03/31/2020
Morgan Stanley182,521$10,075 03/31/2020
     REZ182,521$10,075 03/31/2020
Ameriprise Financial Inc.150,279$8,288 03/31/2020
     REZ150,279$8,288 03/31/2020
Royal Bank of Canada93,920$5,183 03/31/2020
     REZ93,920$5,183 03/31/2020
Wells Fargo & Company MN92,979$5,133 03/31/2020
     REZ92,979$5,133 03/31/2020
LPL Financial LLC90,106$4,974 03/31/2020
     REZ90,106$4,974 03/31/2020
UBS Group AG79,774$4,404 03/31/2020
     REZ79,774$4,404 03/31/2020
Commonwealth Equity Services LLC71,676$3,956 03/31/2020
     REZ71,676$3,956 03/31/2020
Keeley Teton Advisors LLC61,838$3,413 03/31/2020
     REZ61,838$3,413 03/31/2020
Envestnet Asset Management Inc.41,166$2,474 06/30/2020
     REZ41,166$2,474 06/30/2020
Citadel Advisors LLC44,503$2,457 03/31/2020
     REZ44,503$2,457 03/31/2020
National Asset Management Inc.42,688$2,357 03/31/2020
     REZ42,688$2,357 03/31/2020
Advisor Group Holdings Inc.116,050$2,329 03/31/2020
     REZ116,050$2,329 03/31/2020
Ascension Capital Advisors Inc.41,093$2,268 03/31/2020
     REZ41,093$2,268 03/31/2020
Brown Advisory Inc.40,251$2,222 03/31/2020
     REZ40,251$2,222 03/31/2020
MML Investors Services LLC38,422$2,121 03/31/2020
     REZ38,422$2,121 03/31/2020
Pacific Sun Financial Corp32,763$1,809 03/31/2020
     REZ32,763$1,809 03/31/2020
Avantax Advisory Services Inc.28,461$1,571 03/31/2020
     REZ28,461$1,571 03/31/2020
Boston Financial Mangement LLC25,700$1,419 03/31/2020
     REZ25,700$1,419 03/31/2020
Susquehanna International Group LLP23,425$1,293 03/31/2020
     REZ23,425$1,293 03/31/2020
Quantitative Advantage LLC22,903$1,264 03/31/2020
     REZ22,903$1,264 03/31/2020
Cambridge Investment Research Advisors Inc.18,460$1,019 03/31/2020
     REZ18,460$1,019 03/31/2020
Courage Miller Partners LLC17,190$948 03/31/2020
     REZ17,190$948 03/31/2020
NEXT Financial Group Inc10,108$558 03/31/2020
     REZ10,108$558 03/31/2020
Cetera Advisors LLC9,314$514 03/31/2020
     REZ9,314$514 03/31/2020
Ironsides Asset Advisors LLC9,290$513 03/31/2020
     REZ9,290$513 03/31/2020
American Financial Advisors LLC8,904$511 03/31/2020
     REZ8,904$511 03/31/2020
Lincoln National Corp8,639$476 03/31/2020
     REZ8,639$476 03/31/2020
AE Wealth Management LLC8,275$457 03/31/2020
     REZ8,275$457 03/31/2020
Goldman Sachs Group Inc.7,568$418 03/31/2020
     REZ7,568$418 03/31/2020
Advisory Services Network LLC7,549$417 03/31/2020
     REZ7,549$417 03/31/2020
Derby & Company Inc.7,501$414 03/31/2020
     REZ7,501$414 03/31/2020
Sawtooth Solutions LLC7,382$408 03/31/2020
     REZ7,382$408 03/31/2020
Cetera Advisor Networks LLC7,047$389 03/31/2020
     REZ7,047$389 03/31/2020
Thrivent Financial for Lutherans6,925$382 03/31/2020
     REZ6,925$382 03/31/2020
Proequities Inc.6,904$381 03/31/2020
     REZ6,904$381 03/31/2020
JPMorgan Chase & Co.6,340$350 03/31/2020
     REZ6,340$350 03/31/2020
Disciplined Investments LLC6,079$336 03/31/2020
     REZ6,079$336 03/31/2020
RDA Financial Network5,930$327 03/31/2020
     REZ5,930$327 03/31/2020
IHT Wealth Management LLC5,860$323 03/31/2020
     REZ5,860$323 03/31/2020
First Republic Investment Management Inc.5,799$320 03/31/2020
     REZ5,799$320 03/31/2020
Financial Insights Inc.5,712$315 03/31/2020
     REZ5,712$315 03/31/2020
Cozad Asset Management Inc.5,407$298 03/31/2020
     REZ5,407$298 03/31/2020
Sowell Financial Services LLC5,298$292 03/31/2020
     REZ5,298$292 03/31/2020
Murphy Capital Management Inc.4,980$274 03/31/2020
     REZ4,980$274 03/31/2020
Northwestern Mutual Wealth Management Co.4,923$271 03/31/2020
     REZ4,923$271 03/31/2020
Financial Partners Group Inc5,306$271 03/31/2020
     REZ5,306$271 03/31/2020
BEAM Asset Management LLC4,387$268 06/30/2020
     REZ4,387$268 06/30/2020
Pacific Center for Financial Services4,773$263 03/31/2020
     REZ4,773$263 03/31/2020
Stifel Financial Corp4,736$261 03/31/2020
     REZ4,736$261 03/31/2020
Raymond James Financial Services Advisors Inc.4,728$261 03/31/2020
     REZ4,728$261 03/31/2020
Pathstone Family Office LLC4,500$248 03/31/2020
     REZ4,500$248 03/31/2020
Aurora Private Wealth Inc.4,297$237 03/31/2020
     REZ4,297$237 03/31/2020
Raymond James & Associates4,092$226 03/31/2020
     REZ4,092$226 03/31/2020
Valmark Advisers Inc.4,057$224 03/31/2020
     REZ4,057$224 03/31/2020
Boltwood Capital Management3,600$216 06/30/2020
     REZ3,600$216 06/30/2020
Financial Architects Inc3,650$201 03/31/2020
     REZ3,650$201 03/31/2020
Marquette Asset Management LLC3,203$177 03/31/2020
     REZ3,203$177 03/31/2020
Bartlett & Co. LLC1,893$104 03/31/2020
     REZ1,893$104 03/31/2020
IFP Advisors Inc1,421$77 03/31/2020
     REZ1,421$77 03/31/2020
Global Retirement Partners LLC1,249$75 06/30/2020
     REZ1,249$75 06/30/2020
CWM LLC1,094$60 03/31/2020
     REZ1,094$60 03/31/2020
Orion Portfolio Solutions LLC871$48 03/31/2020
     REZ871$48 03/31/2020
Synovus Financial Corp680$38 03/31/2020
     REZ680$38 03/31/2020
Archer Investment Corp586$32 03/31/2020
     REZ586$32 03/31/2020
Tower Research Capital LLC TRC 523$29 03/31/2020
     REZ523$29 03/31/2020
PNC Financial Services Group Inc.443$25 03/31/2020
     REZ443$25 03/31/2020
Parkside Financial Bank & Trust448$25 03/31/2020
     REZ448$25 03/31/2020
Berkshire Money Management Inc.429$24 03/31/2020
     REZ429$24 03/31/2020
Ellis Investment Partners LLC355$22 06/30/2020
     REZ355$22 06/30/2020
Ballast Advisors LLC397$22 03/31/2020
     REZ397$22 03/31/2020
Ameritas Investment Company LLC371$20 03/31/2020
     REZ371$20 03/31/2020
Horan Securities Inc.307$17 03/31/2020
     REZ307$17 03/31/2020
North Star Investment Management Corp.250$14 03/31/2020
     REZ250$14 03/31/2020
US Bancorp DE180$10 03/31/2020
     REZ180$10 03/31/2020
Verus Capital Partners LLC138$8 03/31/2020
     REZ138$8 03/31/2020
Carolinas Wealth Consulting LLC147$8 03/31/2020
     REZ147$8 03/31/2020
Winslow Evans & Crocker Inc.86$6 03/31/2020
     REZ86$6 03/31/2020
Wealth Quarterback LLC102$6 03/31/2020
     REZ102$6 03/31/2020
Citigroup Inc.64$4 03/31/2020
     REZ64$4 03/31/2020
Global Wealth Management Investment Advisory Inc.80$4 03/31/2020
     REZ80$4 03/31/2020
Fifth Third Bancorp53$3 03/31/2020
     REZ53$3 03/31/2020
Blair William & Co. IL50$3 03/31/2020
     REZ50$3 03/31/2020
Liberty Wealth Management LLC60$3 03/31/2020
     REZ60$3 03/31/2020
FMR LLC21$1 03/31/2020
     REZ21$1 03/31/2020
Interactive Financial Advisors26$1 03/31/2020
     REZ26$1 03/31/2020
Carroll Financial Associates Inc.3$0 06/30/2020
     REZ3$0 06/30/2020
Sofos Investments Inc.8$0 03/31/2020
     REZ8$0 03/31/2020

See Summary: Institutional Holders of REZ
See Details: Top 10 Hedge Funds Holding REZ
Also See: REZ Holdings Changes

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