Signals

← Signals

☆REZ

205 in-universe funds with a nonzero position in REZ within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1098
Score / z0.071 / 0.04
Consensus63.41 over 116 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Franklin, Parlapiano, Turner & Welch, LLC CIK 0001707856 0.638 55 42.2 10.1% 4 -0.1 pp -0.0 pp -0.2 pp +10.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 41.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 22.2 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 18.1 2.4% 4 +0.2 pp +0.1 pp -0.4 pp +2.4 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 17.2 0.9% 4 +0.1 pp -0.6 pp -1.4 pp +0.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 13.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BARD ASSOCIATES INC CIK 0001105907 0.296 292 12.2 3.1% 4 -0.0 pp +1.3 pp +2.8 pp +3.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 12.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 11.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 10.0 3.1% 4 +0.2 pp -0.0 pp -0.1 pp +3.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 8.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 6.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 5.7 1.0% 4 +0.2 pp +0.2 pp +0.2 pp +1.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 5.7 1.3% 4 -0.1 pp -0.2 pp -0.5 pp +1.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 5.0 1.6% 4 +0.1 pp -0.0 pp -0.0 pp +1.6 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 4.7 0.9% 4 -0.0 pp -0.1 pp -0.2 pp +0.9 pp
☆AXS Investments LLC CIK 0001801467 0.203 193 4.0 1.6% 4 -0.3 pp -1.1 pp -0.7 pp +1.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 3.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 3.8 2.1% 4 +0.1 pp -0.0 pp -0.2 pp +2.1 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 3.5 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 2.9 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.4 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 2.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 2.3 1.2% 4 -0.0 pp +0.0 pp -0.1 pp +1.2 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 2.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Financial Management, Inc. CIK 2143070 0.568 46 1.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 1.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 1.9 0.9% 4 +0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆Winter & Associates, Inc. CIK 0002109063 0.134 85 1.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 1.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Sincerus Advisory, LLC CIK 0002050968 0.446 81 1.5 1.2% 4 -0.0 pp +0.1 pp +0.1 pp +1.2 pp
☆One Wealth Map LLC CIK 0001802635 0.488 90 1.4 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 1.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 1.2 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 1.2 0.5% 4 -0.3 pp -0.4 pp -0.3 pp +0.5 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 1.2 1.0% 4 -0.0 pp -0.0 pp -0.0 pp +1.0 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 1.1 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Comprehensive Wealth Management, LLC CIK 0001535202 0.648 43 1.1 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 1.1 0.3% 1 +0.3 pp +0.1 pp +0.1 pp +0.3 pp
☆Valtrion Capital Management, LLC CIK 0002072223 0.397 103 1.1 1.0% 5 +0.3 pp +0.4 pp +0.4 pp +0.2 pp
☆Kendall Capital Management CIK 0001731372 0.288 236 1.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 0.7 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 0.6 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA CIK 0001089707 0.239 84 0.6 0.4% 4 +0.0 pp +0.3 pp +0.3 pp +0.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 0.5 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.064 175 0.4 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Go Invest LLC CIK 2139692 0.913 129 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.3 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.727 1568 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 0.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆VectorGlobal IAG, Inc. CIK 0001845843 0.507 132 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RED REEF ADVISORS LLC CIK 0002122970 0.098 183 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.0 0.0% 4 -0.0 pp -0.4 pp -0.1 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Monetary Solutions, Ltd CIK 0002112370 0.453 397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Purpose Unlimited Inc. CIK 0002115120 0.732 601 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prosperitas Financial LLC CIK 0002001016 0.381 103 0.0 0.0% 0 -0.4 pp -0.9 pp -0.9 pp +0.0 pp
☆Madrid Financial Services CIK 0002135336 0.540 26 0.0 0.0% 0 +0.0 pp -4.4 pp -5.2 pp -5.9 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 0.0 0.0% 0 -0.0 pp -2.3 pp -2.5 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 0.0 0.0% 0 -0.1 pp -0.3 pp -0.2 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 0.0 0.0% 0 +0.0 pp -1.0 pp -0.9 pp +0.0 pp
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☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just REZ). Qtrs Held counts distinct quarters this fund has actually held REZ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its REZ position size. Δ columns are the percentage-point change in REZ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status