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Disclosery

REZ ISHARES TR

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RESIDENTIAL MULT (fund)

161 managers (163 13F filers) reported a position in REZ shares at 2025-12-31, 4,668,602 shares in all. 14 filers opened a position and 19 filers sold out during the quarter.

Managers
161
13F filers
163
New
14
Added
56
Reduced
48
Sold out
19
Shares held by filers
4,668,602

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY509,037$42.1M<0.01%+17,18713F-HR/ATimelineGroup
Franklin, Parlapiano, Turner & Welch, L…474,430$41M10.18%+5,30313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC229,453$19M0.42%+61,80013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…216,599$17.9M0.01%-34,27013F-HR/ATimelineGroup
Aprio Wealth Management, LLC185,616$15.3M0.88%+7,80213F-HRTimeline
Cornerstone Planning Group LLC174,781$14.4M2.25%+2,47313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA160,686$13.3M<0.01%+6,91713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC159,237$13.2M<0.01%+2,61413F-HRTimelineGroup
BARD ASSOCIATES INC146,052$12.1M3.1%+67,78613F-HRTimeline
LPL Financial LLC144,563$11.9M<0.01%+26,88813F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP139,276$11.5M0.01%+4,92813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC117,213$9.69M<0.01%-1,27613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.108,541$8.97M0.01%-21,76613F-HRTimelineGroup
Ascension Capital Advisors, Inc.104,988$8.68M2.98%+10,14013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/91,214$7.54M<0.01%+25,00113F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP80,833$6.68M0.01%new13F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding79,348$6.56M-33,905Timeline
Plan Group Financial, LLC66,884$5.53M1.43%-48413F-HRTimeline
MML INVESTORS SERVICES, LLC61,831$5.11M0.01%+53813F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC57,089$4.72M1.56%-30413F-HRTimeline
Sovereign Financial Group, Inc.56,281$4.65M0.83%+3,51213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding55,284$4.57M-34,009Timeline
Fonville Wealth Management LLC54,964$4.54M0.93%+3,21513F-HRTimeline
AXS Investments LLC48,191$3.98M1.37%-24,29813F-HR/ATimeline
Cetera Investment Advisers46,042$3.8M<0.01%-2,09213F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)45,777$3.78M0.04%-81013F-HRTimelineGroup
Kure Advisory, LLC43,114$3.56M1.99%+3,22813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,364$3.5M<0.01%+26,72913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC39,162$3.24M<0.01%-1,44413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN37,985$3.14M<0.01%-2,90713F-HRTimelineGroup
Procyon Advisors, LLC37,016$3.06M0.15%-2,43113F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.36,163$2.99M0.43%+3,29413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC30,133$2.49M<0.01%-2,68213F-HRTimeline
UBS Group AGin group UBS Group AG29,402$2.43M<0.01%-4,29713F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP28,990$2.4M0.09%013F-HRTimeline
Mission Hills Financial Advisory, LLC26,637$2.2M1.16%+1,08513F-HRTimeline
Continuum Advisory, LLC24,907$2.06M0.21%-1,43813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO24,622$2.03M<0.01%+7,91213F-HRTimelineGroup
Financial Management, Inc.23,221$1.92M1.82%13F-HRTimeline
High Probability Advisors, LLC23,069$1.91M0.25%+6413F-HRTimeline
Pacific Sun Financial Corp22,895$1.89M0.91%-99513F-HRTimeline
Burns Matteson Capital Management, LLC22,439$1.85M0.74%-76813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.20,268$1.67M0.07%+2,88813F-HRTimeline
Sincerus Advisory, LLC17,496$1.45M1.16%+2,47313F-HRTimeline
Cambridge Investment Research Advisors,…15,648$1.29M<0.01%+14213F-HRTimeline
One Wealth Map LLC15,392$1.28M0.65%+1,14213F-HRTimeline
CX Institutional15,255$1.26M0.04%-46113F-HRTimeline
Winter & Associates, Inc.15,153$1.25M1.16%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,115$1.25M<0.01%-1,72013F-HR/ATimelineGroup
INTEGRITY ALLIANCE, LLC.14,731$1.22M0.04%+64713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV14,702$1.21M0.08%+99613F-HRTimeline
M Wealth Management, LLC14,311$1.18M1.03%+40213F-HRTimeline
Cornerstone Management, Inc.13,686$1.13M0.18%-6,15213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,324$1.1M<0.01%+40813F-HRTimelineGroup
Prosperitas Financial LLC13,023$1.08M0.42%-11,97113F-HRTimeline
Alliance Wealth Advisors, LLC /UT12,728$1.05M0.23%new13F-HRTimeline
Comprehensive Wealth Management, LLC12,581$1.04M0.61%+1,76013F-HRTimeline
Kendall Capital Management11,873$981K0.21%+1,04413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC11,744$971K0.01%new13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC11,249$930K<0.01%013F-HRTimelineGroup
Main Street Financial Solutions, LLC11,006$910K0.07%new13F-HRTimeline
Capital Asset Advisory Services LLC10,793$901K0.04%-48913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,861$815K<0.01%+81513F-HR/ATimelineGroup
Qube Research & Technologies Ltd9,485$784K<0.01%-5,42213F-HRTimeline
Valtrion Capital Management, LLC8,516$704K0.7%+93213F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.8,500$702K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC8,305$686K0.01%-98413F-HRTimeline
Orion Porfolio Solutions, LLC8,086$668K<0.01%+90213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,039$664K<0.01%-12,09613F-HRTimelineGroup
HighTower Advisors, LLC7,766$642K<0.01%-1113F-HRTimeline
LongView Wealth Management7,424$621K0.15%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,437$615K0.01%+3,72313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,372$609K<0.01%+67213F-HRTimelineGroup
SeaCrest Wealth Management, LLC7,029$582K0.06%-55113F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…6,905$571K0.38%+4,53013F-HRTimeline
Beta Wealth Group, Inc.6,898$570K0.23%-32913F-HRTimeline
AE Wealth Management LLC6,871$568K<0.01%+5513F-HRTimeline
Farther Finance Advisors, LLC6,455$533K0.01%new13F-HRTimeline
Courage Miller Partners, LLC6,328$523K0.16%-4613F-HRTimeline
American Financial Advisors, LLC6,171$510K0.07%+4613F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.5,998$496K0.32%-1,22913F-HRTimeline
FAMILY WEALTH PARTNERS, LLC5,933$490K0.18%+14413F-HRTimeline
Connecticut Wealth Management, LLC5,750$475K0.02%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP5,550$458K0.01%013F-HRTimeline
Triad Wealth Partners, LLC5,476$453K0.04%new13F-HRTimeline
HRT FINANCIAL LP5,221$431K<0.01%new13F-HRTimeline
Buck Wealth Strategies, LLC4,988$412K0.05%-4,99213F-HRTimeline
Navis Wealth Advisors, LLC4,664$385K0.16%+5013F-HRTimeline
Summit Financial, LLC4,355$360K0.01%+93013F-HRTimeline
COZAD ASSET MANAGEMENT INC4,318$357K0.03%013F-HRTimeline
B. Riley Wealth Advisors, Inc.3,996$330K0.02%+51013F-HRTimeline
Boltwood Capital Management3,600$298K0.08%013F-HRTimeline
Disciplined Investments, LLC3,583$296K0.11%013F-HRTimeline
McAdam, LLC3,525$291K0.01%+66013F-HRTimeline
Valmark Advisers, Inc.3,509$290K<0.01%-27213F-HRTimeline
RVW Wealth, LLC3,504$290K0.02%-19413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,440$284K<0.01%+81413F-HRTimelineGroup
ARK & TLK INVESTMENTS, LLC3,397$281K0.08%013F-HRTimeline
Focus Financial Network, Inc.3,309$273K0.01%-8713F-HRTimeline
&PARTNERS3,263$270K<0.01%-19313F-HRTimeline
CENTRAL TRUST Co3,179$263K0.01%013F-HRTimeline
Go Invest LLC3,070$254K0.08%13F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…2,967$245K0.08%+11113F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC2,932$242K<0.01%-49013F-HR/ATimeline
TOBIAS FINANCIAL ADVISORS, INC.2,884$238K0.03%-178,22113F-HRTimeline
Janney Montgomery Scott LLC2,838$235K<0.01%-1,97413F-HRTimeline
Creative Planningin group Creative Planning2,679$221K<0.01%+25413F-HRTimelineGroup
Proficio Capital Partners LLC2,670$221K0.02%013F-HRTimeline
Castleview Partners, LLC2,651$219K0.11%-3,18013F-HRTimeline
RDA Financial Network2,611$216K0.05%+813F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC2,587$214K0.08%-39113F-HRTimeline
CHOREO, LLC2,555$213K<0.01%-813F-HRTimeline
Pacific Center for Financial Services2,455$209K0.05%013F-HRTimeline
Sound Income Strategies, LLC2,331$201K0.01%+37713F-HRTimeline
Steward Partners Investment Advisory, L…1,722$142K<0.01%+45413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,668$138K<0.01%new13F-HRTimelineGroup
COMERICA BANK1,605$133K<0.01%+1113F-HRTimeline
HARBOUR INVESTMENTS, INC.1,591$132K<0.01%+11313F-HRTimeline
DHJJ Financial Advisors, Ltd.1,547$128K0.04%013F-HRTimeline
FMR LLCin group FMR LLC1,322$109K<0.01%-31913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,200$99.2K<0.01%013F-HRTimelineGroup
RED REEF ADVISORS LLC1,169$96.6K0.1%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/864$71.4K<0.01%+10313F-HRTimelineGroup
Dynamic Wealth Strategies, LLC588$48.6K0.03%-6,68413F-HRTimeline
MAI Capital Management535$44.2K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.504$41.6K<0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC416$34.4K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC365$30.2K<0.01%013F-HRTimeline
Fairscale Capital, LLC339$28K0.02%013F-HRTimeline
Monetary Solutions, Ltd315$26K0.03%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC287$24K<0.01%013F-HRTimeline
Horizon Investments, LLC272$22.5K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.269$22.3K<0.01%+113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT263$21.7K<0.01%013F-HRTimeline
Allworth Financial LP248$20.5K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…240$19.8K<0.01%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC236$19.5K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC200$16.5K0.01%013F-HRTimeline
Greenline Wealth Management LLC126$10.4K0.01%13F-HRTimeline
Robinswood Financial LLC117$9.69K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.115$9.54K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.100$8.26K<0.01%013F-HRTimeline
McIlrath & Eck, LLC86$7.09K<0.01%+113F-HRTimeline
SageView Advisory Group, LLC77$6.39K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.66$5.45K<0.01%013F-HRTimelineGroup
Strategic Advocates LLC61$5.08K<0.01%013F-HRTimeline
Investors Research Corp57$4.71K<0.01%013F-HRTimeline
IFP Advisors, Inc56$4.63K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.56$4.63K<0.01%-5613F-HRTimeline
Realta Investment Advisors48$3.97K<0.01%+2913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC42$3.47K<0.01%-6413F-HRTimelineGroup
Dunhill Financial, LLC37$3.06K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division29$2.4K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…21$1.74K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC20$1.65K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…19$1.61K<0.01%013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.19$1.57K<0.01%new13F-HRTimeline
JDM Financial Group LLC12$1.01K<0.01%013F-HRTimeline
Parallel Advisors, LLC12$992<0.01%013F-HRTimeline
Wealth Watch Advisors, INC11$909<0.01%013F-HRTimeline
LRI Investments, LLC7$578<0.01%013F-HRTimeline