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Disclosery

REZ ISHARES TR

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RESIDENTIAL MULT (fund)

164 managers (165 13F filers) reported a position in REZ shares at 2026-06-30, 4,843,298 shares in all. 21 filers opened a position and 13 filers sold out during the quarter.

Managers
164
13F filers
165
New
21
Added
64
Reduced
40
Sold out
13
Shares held by filers
4,843,298

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY496,441$47M<0.01%+2,60913F-HRTimelineGroup
Franklin, Parlapiano, Turner & Welch, L…477,843$45.2M10.23%-49013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC299,314$28.3M0.5%+32,47113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…240,874$22.8M0.01%+14,27213F-HRTimelineGroup
Cornerstone Planning Group LLC208,847$20.4M2.56%+7,88113F-HRTimeline
Aprio Wealth Management, LLC190,724$18.1M0.89%-16,14313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC167,046$15.8M<0.01%+38,53813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA161,436$15.3M<0.01%+16,98713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC158,504$15M<0.01%-1,90313F-HRTimelineGroup
BARD ASSOCIATES INC147,066$13.9M3.09%+94613F-HRTimeline
LPL Financial LLC143,866$13.6M<0.01%+1,30213F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP125,647$11.9M0.01%-114,17613F-HRTimelineGroup
Ascension Capital Advisors, Inc.120,288$11.4M3.2%+64013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding100,591$9.52M+43,838Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/98,424$9.32M<0.01%+1,29813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.77,357$7.33M0.01%+11,25313F-HRTimelineGroup
Plan Group Financial, LLC74,274$7.03M1.46%+5,78513F-HRTimeline
Sovereign Financial Group, Inc.72,683$6.88M1.05%+3,97913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC62,370$5.91M<0.01%+42313F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC62,096$5.88M1.74%+1,55013F-HRTimeline
Fonville Wealth Management LLC56,083$5.31M0.87%-44313F-HRTimeline
MML INVESTORS SERVICES, LLC52,165$4.94M0.01%+5,83113F-HRTimeline
Kure Advisory, LLC48,828$4.62M2.19%+3,19513F-HRTimeline
Cetera Investment Advisers48,533$4.6M<0.01%+1,09213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO44,699$4.26M<0.01%-10,62013F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.42,293$4M0.52%+2,18713F-HRTimeline
Sanctuary Advisors, LLC40,712$3.85M0.02%new13F-HRTimeline
Winter & Associates, Inc.39,799$3.77M2.83%+17,76713F-HRTimeline
Summit Financial, LLC38,501$3.65M0.04%+2,10613F-HRTimeline
Mariner, LLCin group Mariner, LLC37,995$3.6M<0.01%-21413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN34,367$3.25M<0.01%-39,05613F-HRTimelineGroup
Procyon Advisors, LLC33,144$3.14M0.14%-1,71213F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP28,990$2.75M0.1%013F-HRTimeline
Continuum Advisory, LLC26,077$2.47M0.2%+1,11013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,366$2.4M<0.01%-12,25613F-HRTimelineGroup
UBS Group AGin group UBS Group AG25,259$2.39M<0.01%-5,01013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC25,095$2.38M<0.01%-5,02113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC24,150$2.29M<0.01%+23,79113F-HRTimelineGroup
Financial Management, Inc.23,904$2.26M1.86%+55713F-HRTimeline
High Probability Advisors, LLC23,102$2.19M0.23%+3313F-HRTimeline
Pacific Sun Financial Corp22,710$2.15M0.89%-1013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.22,513$2.13M0.08%+1,02713F-HRTimeline
Sincerus Advisory, LLC18,764$1.78M1.21%+38413F-HRTimeline
INTEGRITY ALLIANCE, LLC.17,065$1.62M0.05%+1,35713F-HRTimeline
M Wealth Management, LLC16,842$1.59M1.25%+2,34713F-HRTimeline
One Wealth Map LLC15,932$1.58M0.74%+62613F-HRTimeline
LongView Wealth Management16,532$1.57M0.4%+2,67613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV16,340$1.55M0.07%+80113F-HRTimeline
Cambridge Investment Research Advisors,…15,367$1.46M<0.01%-80313F-HR/ATimeline
Valtrion Capital Management, LLC15,262$1.45M1.08%+1,89213F-HRTimeline
Mission Hills Financial Advisory, LLC14,763$1.4M0.61%-12,37613F-HRTimeline
Strategic Financial Concepts, LLC14,491$1.37M0.41%+1,05413F-HRTimeline
Comprehensive Wealth Management, LLC14,440$1.37M0.62%+94213F-HRTimeline
Kendall Capital Management14,300$1.35M0.23%+1,81213F-HRTimeline
Burns Matteson Capital Management, LLC14,249$1.35M0.43%-32313F-HRTimeline
Cornerstone Management, Inc.13,686$1.3M0.19%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,622$1.29M<0.01%+3113F-HRTimelineGroup
CX Institutional13,531$1.28M0.04%-1,17213F-HRTimeline
Global Retirement Partners, LLC12,918$1.22M0.02%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,249$1.07M<0.01%013F-HRTimelineGroup
IEQ CAPITAL, LLC11,043$1.05M<0.01%new13F-HRTimeline
Steelhead Wealth Management LLC10,127$958K0.39%+1,31313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,921$939K<0.01%-3513F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…9,809$929K0.02%new13F-HRTimelineGroup
Capital Asset Advisory Services LLC9,725$921K0.03%-20913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.9,438$894K0.01%-56213F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC9,259$877K0.03%new13F-HRTimeline
Main Street Financial Solutions, LLC9,106$862K0.06%+47613F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.8,500$805K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd8,356$791K<0.01%+3,81913F-HRTimeline
FAMILY WEALTH PARTNERS, LLC8,061$763K0.23%+51313F-HRTimeline
AE Wealth Management LLC7,770$736K<0.01%+1,24813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,499$713K<0.01%+68913F-HRTimelineGroup
HighTower Advisors, LLC7,233$685K<0.01%+1013F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…6,905$654K0.43%013F-HRTimeline
Courage Miller Partners, LLC6,289$595K0.16%-1913F-HRTimeline
Beta Wealth Group, Inc.6,245$591K0.22%-1,73713F-HRTimeline
American Financial Advisors, LLC6,167$584K0.07%+2113F-HRTimeline
Farther Finance Advisors, LLC6,146$582K<0.01%+1,24013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.6,257$548K0.33%+46913F-HRTimeline
Connecticut Wealth Management, LLC5,750$544K0.02%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP5,550$525K0.01%013F-HRTimeline
Advisory Services Network, LLC5,466$518K0.01%+4,30013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,076$482K<0.01%new13F-HRTimeline
McAdam, LLC4,955$469K0.02%+70013F-HRTimeline
Creative Planningin group Creative Planning4,724$447K<0.01%+2,15713F-HRTimelineGroup
Navis Wealth Advisors, LLC4,691$444K0.17%+2713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,681$443K<0.01%new13F-HRTimelineGroup
SEAVIEW INVESTMENT MANAGERS LLC4,610$437K0.13%+2,02313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,544$430K<0.01%new13F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC4,318$409K0.03%013F-HRTimeline
FLP Wealth Management, LLC4,015$380K0.68%+3613F-HRTimeline
Boltwood Capital Management3,600$341K0.08%013F-HRTimeline
Disciplined Investments, LLC3,583$339K0.11%013F-HR/ATimeline
Valmark Advisers, Inc.3,541$335K<0.01%-39313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,456$327K<0.01%-1,20013F-HRTimelineGroup
RVW Wealth, LLC3,430$325K0.02%-7413F-HRTimeline
ARK & TLK INVESTMENTS, LLC3,397$322K0.08%013F-HRTimeline
Buck Wealth Strategies, LLC3,209$304K0.03%-3213F-HRTimeline
CENTRAL TRUST Co3,179$301K0.01%013F-HRTimeline
Gladstone Institutional Advisory LLC3,128$296K0.01%+16413F-HRTimeline
Go Invest LLC3,088$292K0.07%-50413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,040$288K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,950$279K<0.01%-82313F-HRTimelineGroup
Janney Montgomery Scott LLC2,838$269K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC2,777$263K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,768$262K0.01%new13F-HRTimelineGroup
&PARTNERS2,739$259K<0.01%-39113F-HRTimeline
Belpointe Asset Management LLC2,715$257K0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC2,715$257K0.03%new13F-HRTimeline
Lynx Investment Advisory2,689$255K0.08%+27613F-HRTimeline
RDA Financial Network2,582$244K0.05%-913F-HRTimeline
CHOREO, LLC2,559$242K<0.01%+413F-HRTimeline
MAI Capital Management2,535$240K<0.01%013F-HRTimeline
Pacific Center for Financial Services2,455$232K0.05%013F-HRTimeline
Focus Financial Network, Inc.2,371$224K0.01%-75613F-HRTimeline
Beacon Pointe Advisors, LLC2,329$221K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,309$219K<0.01%new13F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,243$212K<0.01%new13F-HRTimelineGroup
JB Capital LLC2,205$209K0.01%new13F-HRTimeline
Sound Income Strategies, LLC2,123$201K0.01%-9513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,907$181K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC1,877$178K<0.01%+94513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,654$157K<0.01%+1913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,572$149K<0.01%-3313F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1,547$146K0.04%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,536$145K0.04%+49213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,200$114K<0.01%013F-HRTimelineGroup
RED REEF ADVISORS LLC1,175$111K0.1%+613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,047$98.9K<0.01%+5913F-HRTimelineGroup
Main Street Group, LTD1,023$96.9K0.02%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.504$47.7K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC365$34.6K<0.01%013F-HRTimeline
Fairscale Capital, LLC339$32.1K0.02%013F-HRTimeline
Monetary Solutions, Ltd315$29.8K0.03%013F-HRTimeline
Allworth Financial LP298$28.2K<0.01%+5013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC287$28K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…240$22.7K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC235$22.3K<0.01%013F-HRTimeline
Horizon Investments, LLC234$22.2K<0.01%-23413F-HRTimeline
Mosley Wealth Management223$21.1K0.01%-11313F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.209$20.1K<0.01%013F-HRTimelineGroup
Dynamic Wealth Strategies, LLC153$14.5K0.01%-43513F-HRTimeline
Strategic Wealth Partners, Ltd.139$13.2K<0.01%-13013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…133$12.6K<0.01%-1713F-HRTimelineGroup
Robinswood Financial LLC117$11.1K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.116$11K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC101$9.56K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.100$9.47K<0.01%013F-HRTimeline
Realta Investment Advisors69$6.53K<0.01%+813F-HRTimeline
Strategic Advocates LLC61$5.78K0.02%013F-HRTimeline
Investors Research Corp57$5.4K<0.01%013F-HRTimeline
IFP Advisors, Inc56$5.3K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.56$5.3K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.56$5K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Dunhill Financial, LLC37$3.5K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC34$3.22K<0.01%013F-HRTimelineGroup
Central Pacific Bank - Trust Division29$2.75K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.19$1.8K<0.01%013F-HRTimeline
MATHER GROUP, LLC.13$1.23K<0.01%-8213F-HRTimeline
Ashton Thomas Private Wealth, LLC13$1.23K<0.01%013F-HRTimeline
JDM Financial Group LLC12$1.17K<0.01%013F-HRTimeline
Parallel Advisors, LLC12$1.14K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…10$947<0.01%new13F-HRTimelineGroup