Public record / Tickers / REZI

REZI — RESIDEO TECHNOLOGIES, INC.†

Both disclosure regimes on one name: who in Congress filed about REZI, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
17
all PTR rows naming REZI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
12-29
filed 2022-12-29
13F holders
406
top-406 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Kelly Loeffler · $100K–$250K

SELL · traded 2020-01-27 → filed 2020-05-01. Ranked over every REZI row by the provable lower bound, never a point estimate.

No member disclosed REZI in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

6 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated REZI rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING REZI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning REZI
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-12-29Susie Lee D–NV-3SELL JT (jointly owned)Traded 11-30 +29d$1K–$15K
2021-07-13Susie Lee D–NV-3BUY JT (jointly owned)Traded 06-21 +22d$1K–$15K
2021-07-13Susie Lee D–NV-3BUY JT (jointly owned)Traded 06-17 +26d$1K–$15K
2021-05-05Susie Lee D–NV-3BUY JT (jointly owned)Traded 03-11 LATE·55d$1K–$15K
2020-05-01Kelly Loeffler R–GASELL JT (jointly owned)Traded 01-28 LATE·94d$15K–$50Kamendment pending
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 17 ↗

Members active in REZI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed REZI in the trailing 12 months.

Congress ↔ notable managers · REZI

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Miller Value Partners $2.4M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · RESIDEO TECHNOLOGIES INC

Merged timeline of congressional filings and notable-manager moves on REZI
DateWhoChangeSize
2026-05-15Miller Value Partners 13FNEW+69,762 sh
2026-05-15Bridgewater Associates 13FEXIT−46,779 sh
2026-05-15Gotham Asset Management 13FEXIT−12,417 sh
2026-05-15Sachem Head Capital 13FEXIT−1,625,000 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of REZI for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$690M1
2Clayton, Dubilier & Rice, LLC$505M1
3DIMENSIONAL FUND ADVISORS LP$263M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$254M1
5ARIEL INVESTMENTS, LLC$205M1
6VANGUARD CAPITAL MANAGEMENT LLC$197M1
7STATE STREET CORP$187M1
8Boston Partners$176M1
9FULLER & THALER ASSET MANAGEMENT, INC.$133M1
10FMR LLC$118M1
11GEODE CAPITAL MANAGEMENT, LLC$110M1
12LOCUST WOOD CAPITAL ADVISERS, LLC$107M1
13Swedbank AB$89.8M1
14ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$69.8M1
15Permian Investment Partners, LP$65.0M1
16MORGAN STANLEY$57.9M1
17NORTHERN TRUST CORP$57.4M1
18GOLDENTREE ASSET MANAGEMENT LP$56.9M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$55.1M1
20DME Capital Management, LP$53.1M1
21D. E. Shaw & Co., Inc.$50.7M1
22PZENA INVESTMENT MANAGEMENT LLC$46.4M1
23Invesco Ltd.$40.5M1
24Point72 Asset Management, L.P.$38.8M1
25Pembroke Management, LTD$37.6M1
26FRANKLIN RESOURCES INC$36.5M1
27Nuveen, LLC$34.6M1
28BANK OF AMERICA CORP /DE/$31.5M1
29VANGUARD FIDUCIARY TRUST CO$29.6M1
30Bank of New York Mellon Corp$29.2M1
31Clearbridge Investments, LLC$28.2M1
32Global Alpha Capital Management Ltd.$27.9M1
33UBS Group AG$22.7M1
34PRINCIPAL FINANCIAL GROUP INC$22.6M1
35Alpha Wave Global, LP$20.3M1
36BEACONLIGHT CAPITAL, LLC$20.0M1
37AMERIPRISE FINANCIAL INC$19.5M1
38ROYCE & ASSOCIATES LP$18.2M1
39JANE STREET GROUP, LLC$17.8M1
40MASSACHUSETTS FINANCIAL SERVICES CO /MA/$17.1M1
41PANAGORA ASSET MANAGEMENT INC$16.6M1
42PUBLIC SECTOR PENSION INVESTMENT BOARD$16.6M1
43J. Goldman & Co LP$14.5M1
44WELLS FARGO & COMPANY/MN$13.6M1
45Medina Value Partners, LLC$13.4M1
46RHUMBLINE ADVISERS$13.1M1
47DEUTSCHE BANK AG\$12.2M1
48UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$12.1M1
49CITADEL ADVISORS LLC$11.6M1
50AMERICAN CENTURY COMPANIES INC$11.3M1
51Legal & General Group Plc$10.9M1
52GILDER GAGNON HOWE & CO LLC$10.5M1
53Qube Research & Technologies Ltd$10.1M1
54JUPITER ASSET MANAGEMENT LTD$9.5M1
55Swiss National Bank$9.0M1
56AYAL Capital Advisors Ltd$8.4M1
57Hudson Bay Capital Management LP$8.2M1
58Man Group plc$8.2M1
59STATE OF WISCONSIN INVESTMENT BOARD$7.9M1
60FIRST TRUST ADVISORS LP$7.9M1
61Atom Investors LP$7.7M1
62HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$7.0M1
63Blue Door Asset Management, LLC$7.0M1
64CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$6.2M1
65Intrinsic Edge Capital Management LLC$5.5M1
66NICOLA WEALTH MANAGEMENT LTD.$5.3M1
67Edgestream Partners, L.P.$5.2M1
68SEGALL BRYANT & HAMILL, LLC$5.2M1
69ALLIANCEBERNSTEIN L.P.$5.2M1
70RAYMOND JAMES FINANCIAL INC$5.0M1
71Trexquant Investment LP$4.8M1
72Dana Investment Advisors, Inc.$4.7M1
73BARROW HANLEY MEWHINNEY & STRAUSS LLC$4.4M1
74Allianz Asset Management GmbH$4.3M1
75SEI INVESTMENTS CO$4.2M1
76AQR CAPITAL MANAGEMENT LLC$4.1M1
77ENVESTNET ASSET MANAGEMENT INC$4.1M1
78VANGUARD ASSET MANAGEMENT, Ltd$4.0M1
79New Age Alpha Advisors, LLC$3.8M1
80Creative Planning$3.5M1
81Verition Fund Management LLC$3.4M1
82INTECH INVESTMENT MANAGEMENT LLC$3.3M1
83Quantinno Capital Management LP$3.3M1
84PRELUDE CAPITAL MANAGEMENT, LLC$3.2M1
85Amundi$3.0M1
86Squarepoint Ops LLC$3.0M1
87Clearline Capital LP$3.0M1
88TWINBEECH CAPITAL LP$3.0M1
89Linden Thomas Advisory Services, LLC$3.0M1
90FIFTH THIRD BANCORP$2.9M1
91Illinois Municipal Retirement Fund$2.6M1
92MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.6M1
93ZACKS INVESTMENT MANAGEMENT$2.5M1
94Tweedy, Browne Co LLC$2.5M1
95EXCHANGE TRADED CONCEPTS, LLC$2.5M1
96MetLife Investment Management, LLC$2.4M1
97Zurcher Kantonalbank (Zurich Cantonalbank)$2.4M1
98MILLER VALUE PARTNERS, LLC$2.4M1
99Universal- Beteiligungs- und Servicegesellschaft mbH$2.3M1
100VARCOV Co.$2.2M1
101Vanguard Global Advisers, LLC$2.2M1
102MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.2M1
103BERKSHIRE ASSET MANAGEMENT LLC/PA$2.1M1
104State of New Jersey Common Pension Fund D$2.1M1
105NEXPOINT ASSET MANAGEMENT, L.P.$2.0M1
106Janus Henderson Group Ltd.$1.9M1
107Aquatic Capital Management LLC$1.9M1
108VICTORY CAPITAL MANAGEMENT INC$1.8M1
109BARCLAYS PLC$1.8M1
110De Lisle Partners LLP$1.7M1
111HORIZON KINETICS ASSET MANAGEMENT LLC$1.7M1
112HSBC HOLDINGS PLC$1.7M1
113Ionic Capital Management LLC$1.6M1
114HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.5M1
115SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.5M1
116STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.4M1
117NEW YORK STATE COMMON RETIREMENT FUND$1.4M1
118Quinn Opportunity Partners LLC$1.4M1
119YOUSIF CAPITAL MANAGEMENT, LLC$1.4M1
120CREDIT AGRICOLE S A$1.4M1
121Corient Private Wealth LLC$1.3M1
122Equitable Holdings, Inc.$1.3M1
123XTX Topco Ltd$1.3M1
124State of Wyoming$1.2M1
125Arizona State Retirement System$1.2M1
126Vanguard Investments Australia, Ltd.$1.2M1
127COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.1M1
128CITIGROUP INC$1.1M1
129LPL Financial LLC$1.1M1
130OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.1M1
131BRANT POINT INVESTMENT MANAGEMENT LLC$1.0M1
132KLP KAPITALFORVALTNING AS$1.0M1
133FOX RUN MANAGEMENT, L.L.C.$996K1
134CastleKnight Management LP$988K1
135Schonfeld Strategic Advisors LLC$965K1
136Tidal Investments LLC$960K1
137Concentric Capital Strategies, LP$938K1
138Diversified Trust Co$888K1
139Counterpoint Mutual Funds LLC$839K1
140BAILARD, INC.$753K1
141VOYA INVESTMENT MANAGEMENT LLC$749K1
142Federation des caisses Desjardins du Quebec$739K1
143Brevan Howard Capital Management LP$739K1
144Pictet Asset Management Holding SA$733K1
145ROYAL BANK OF CANADA$719K1
146OSAIC HOLDINGS, INC.$708K1
147ProShare Advisors LLC$681K1
148Maryland State Retirement & Pension System$679K1
149Engineers Gate Manager LP$662K1
150Quadrature Capital Ltd$624K1
151Vanguard Personalized Indexing Management, LLC$606K1
152ARISTEIA CAPITAL, L.L.C.$564K1
153Assenagon Asset Management S.A.$563K1
154NISA INVESTMENT ADVISORS, LLC$545K1
155PEAK6 LLC$533K1
156MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$531K1
157Mitsubishi UFJ Trust & Banking Corp$522K1
158Crossmark Global Holdings, Inc.$521K1
159Lido Advisors, LLC$518K1
160Pathstone Holdings, LLC$512K1
161EP Wealth Advisors, LLC$505K1
162Quantbot Technologies LP$492K1
163XPONANCE LLC$484K1
164COMMONWEALTH EQUITY SERVICES, LLC$483K1
165Vise Technologies, Inc.$480K1
166CHOREO, LLC$466K1
167Cyndeo Wealth Partners, LLC$460K1
168QRG CAPITAL MANAGEMENT, INC.$419K1
169Mariner, LLC$416K1
170MML INVESTORS SERVICES, LLC$399K1
171Hennion & Walsh Asset Management, Inc.$387K1
172BOOTHBAY FUND MANAGEMENT, LLC$382K1
173WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$372K1
174Ameritas Investment Partners, Inc.$354K1
175Cetera Investment Advisers$345K1
176BANK OF MONTREAL /CAN/$341K1
177GREAT LAKES ADVISORS, LLC$330K1
178Central Pacific Bank - Trust Division$329K1
179Tower Research Capital LLC (TRC)$323K1
180MERCER GLOBAL ADVISORS INC /ADV$319K1
181HighTower Advisors, LLC$312K1
182Hillsdale Investment Management Inc.$311K1
183U.S. Capital Wealth Advisors, LLC$310K1
184Ensign Peak Advisors, Inc$302K1
185O'SHAUGHNESSY ASSET MANAGEMENT, LLC$300K1
1861ST SOURCE BANK$290K1
187CIBC Asset Management Inc$287K1
188Connor, Clark & Lunn Investment Management Ltd.$283K1
189Swiss Life Asset Management Ltd$282K1
190TEACHER RETIREMENT SYSTEM OF TEXAS$265K1
191Atria Investments, Inc$256K1
192JACOBS LEVY EQUITY MANAGEMENT, INC$254K1
193CWM, LLC$251K1
194WINTON GROUP Ltd$249K1
195Vident Advisory, LLC$247K1
196Fieldview Capital Management, LLC$247K1
197Dynamic Technology Lab Private Ltd$240K1
198Sanctuary Advisors, LLC$235K1
199Graham Capital Management, L.P.$231K1
200MIRABELLA FINANCIAL SERVICES LLP$230K1
201CIBC Bancorp USA Inc.$228K1
202Abel Hall, LLC$227K1
203INCEPTIONR LLC$220K1
204PROFUND ADVISORS LLC$218K1
205MILLENNIUM MANAGEMENT LLC$214K1
206SEEDS INVESTOR LLC$205K1
207Bridgefront Capital, LLC$201K1
208Banque Cantonale Vaudoise$198K1
209SIGNATUREFD, LLC$174K1
210Blue Trust, Inc.$171K1
211BNP Paribas Asset Management Holding S.A.$166K1
212Sterling Capital Management LLC$145K1
213PICTON MAHONEY ASSET MANAGEMENT$121K1
214Pinnacle Wealth Planning Services, Inc.$97.0K1
215Bayforest Capital Ltd$91.0K1
216Rockefeller Capital Management L.P.$89.0K1
217QUADRANT CAPITAL GROUP LLC$85.3K1
218NOMURA ASSET MANAGEMENT CO LTD$77.5K1
219Tradewinds Capital Management, LLC$53.4K1
220US BANCORP \DE\$51.3K1
221Smartleaf Asset Management LLC$48.0K1
222Salomon & Ludwin, LLC$47.3K1
223FEDERATED HERMES, INC.$45.1K1
224UMB Bank, n.a.$40.4K1
225Blume Capital Management, Inc.$37.1K1
226Allworth Financial LP$36.9K1
227Atlantic Union Bankshares Corp$33.7K1
228Siemens Fonds Invest GmbH$33.0K1
229Spire Wealth Management$31.1K1
230Wellington Grp LLC$28.4K1
231CALDWELL SUTTER CAPITAL, INC.$28.1K1
232Arax Advisory Partners$26.6K1
233STEPH & CO$15.3K1
234Hilltop National Bank$15.2K1
235NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$15.1K1
236Steward Partners Investment Advisory, LLC$15.0K1
237NFSG Corp$14.6K1
238Triumph Capital Management$12.6K1
239Larson Financial Group LLC$12.3K1
240Prestige Wealth Management Group LLC$12.1K1
241Key FInancial Inc$12.1K1
242Godfrey Financial Associates, Inc.$11.2K1
243Parkside Financial Bank & Trust$11.1K1
244NATIONAL BANK OF CANADA /FI/$9.9K1
245ASSETMARK, INC$8.6K1
246CVA Family Office, LLC$8.2K1
247St. Johns Investment Management Company, LLC$8.1K1
248N.E.W. Advisory Services LLC$8.1K1
249TD Waterhouse Canada Inc.$7.8K1
250MAI Capital Management$7.6K1
251ARMSTRONG ADVISORY GROUP, INC$7.6K1
252WEBSTER BANK, N. A.$7.4K1
253Moisand Fitzgerald Tamayo, LLC$7.0K1
254DANSKE BANK A/S$6.7K1
255JNBA Financial Advisors$6.7K1
256JFS WEALTH ADVISORS, LLC$6.3K1
257NATIXIS ADVISORS, LLC$6.3K1
258EASTERN BANK$6.0K1
259PRIVATE TRUST CO NA$5.7K1
260DT Investment Partners, LLC$5.7K1
261Quaker Wealth Management, LLC$5.6K1
262NEW YORK STATE TEACHERS RETIREMENT SYSTEM$5.0K1
263Grove Bank & Trust$5.0K1
264Clearstead Advisors, LLC$4.9K1
265Keating Financial Advisory Services, Inc.$4.8K1
266Glen Eagle Advisors, LLC$4.7K1
267Bell Investment Advisors, Inc$4.6K1
268Westside Investment Management, Inc.$4.5K1
269Kilter Group LLC$4.3K1
270True Wealth Design, LLC$4.0K1
271CANADA LIFE ASSURANCE Co$4.0K1
272Medallion Wealth Advisors, LLC$3.9K1
273SBI Securities Co., Ltd.$3.7K1
274Kingdom Financial Group LLC.$3.6K1
275First Command Advisory Services, Inc.$3.5K1
276ALGERT GLOBAL LLC$3.5K1
277FINANCIAL CONSULATE, INC$3.5K1
278SITTNER & NELSON, LLC$3.4K1
279BROWN, LISLE/CUMMINGS, INC.$3.2K1
280Cassaday & Co Wealth Management LLC$3.2K1
281INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$3.2K1
282THRIVENT FINANCIAL FOR LUTHERANS$3.1K1
283Annis Gardner Whiting Capital Advisors, LLC$3.1K1
284HERITAGE INVESTORS MANAGEMENT CORP$3.0K1
285SALEM INVESTMENT COUNSELORS INC$3.0K1
286Retirement Wealth Solutions LLC$3.0K1
287Caitong International Asset Management Co., Ltd$2.9K1
288Pacific Center for Financial Services$2.9K1
289SouthState Bank Corp$2.8K1
290Nemes Rush Group LLC$2.8K1
291FARMERS & MERCHANTS INVESTMENTS INC$2.7K1
292BOYD WATTERSON ASSET MANAGEMENT LLC/OH$2.6K1
293State of Alaska, Department of Revenue$2.5K1
294Private Wealth Management Group, LLC$2.4K1
295Measured Wealth Private Client Group, LLC$2.3K1
296HARBOR CAPITAL ADVISORS, INC.$2.0K1
297Geneos Wealth Management Inc.$2.0K1
298Game Plan Financial Advisors, LLC$1.9K1
299PFS Partners, LLC$1.7K1
300WPG Advisers, LLC$1.5K1
301Horrell Capital Management, Inc.$1.4K1
302GSA CAPITAL PARTNERS LLP$1.3K1
303AMALGAMATED BANK$1.3K1
304DiNuzzo Private Wealth, Inc.$1.3K1
305TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.1K1
306SOUTHERN MICHIGAN BANK & TRUST$1.1K1
307Manchester Capital Management LLC$1.0K1
308SJS Investment Consulting Inc.$1.0K1
309SHP Wealth Management$9441
310Mirae Asset Global Investments Co., Ltd.$8761
311GILPIN WEALTH MANAGEMENT, LLC$8101
312ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$8091
313Ankerstar Wealth, LLC$8091
314Signature Equity Partners, LLC$8091
315Legend Capital Advisors LLC$7411
316Sachetta, LLC$7091
317Physician Wealth Advisors, Inc.$7081
318Rialto Wealth Management, LLC$6071
319PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$5821
320West Branch Capital LLC$5741
321Evelyn Partners Investment Management LLP$5731
322MTM Investment Management, LLC$5391
323HFM Investment Advisors, LLC$5061
324Claret Asset Management Corp$4361
325MATHER GROUP, LLC.$3711
326Asset Dedication, LLC$3381
327TD Capital Management LLC$3031
328Elevated Capital Advisors, LLC$3031
329ACADIAN ASSET MANAGEMENT LLC$2731
330Abound Wealth Management$2701
331Rachor Investment Advisory Services, LLC$2701
332HM PAYSON & CO$2361
333Vermillion Wealth Management, Inc.$2361
334Virtu Financial LLC$2121
335TOMPKINS FINANCIAL CORP$2021
336GHP Investment Advisors, Inc.$1691
337BIRCHBROOK, INC.$1691
338KBC Group NV$1531
339Employees Retirement System of Texas$351
340Financial Freedom, LLC$341
341Fairman Group, LLC$341
342Smithfield Trust Co$211
343HAZLETT, BURT & WATSON, INC.$31
344PIN OAK INVESTMENT ADVISORS INC$31
345Capital Analysts, LLC$21
346Bollard Group LLC$11
347M&T BANK CORP— value not disclosed1
348CENTRAL TRUST Co— value not disclosed1
349TRUIST FINANCIAL CORP— value not disclosed1
350VANGUARD GROUP INC— value not disclosed1
351GLENMEDE TRUST CO NA— value not disclosed1
352HARBOUR INVESTMENTS, INC.— value not disclosed1
353JONES FINANCIAL COMPANIES LLLP— value not disclosed1
354KENNEDY CAPITAL MANAGEMENT LLC— value not disclosed1
355COMERICA BANK— value not disclosed1
356MACKENZIE FINANCIAL CORP— value not disclosed1
357GROUP ONE TRADING LLC— value not disclosed1
358VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
359CIBC WORLD MARKETS CORP— value not disclosed1
360Asset Management One Co., Ltd.— value not disclosed1
361C M BIDWELL & ASSOCIATES LTD— value not disclosed1
362SEIZERT CAPITAL PARTNERS, LLC— value not disclosed1
363RBF Capital, LLC— value not disclosed1
364PRUDENTIAL FINANCIAL INC— value not disclosed1
365CIBC Private Wealth Group LLC— value not disclosed1
366Bridgewater Associates, LP— value not disclosed1
367Grantham, Mayo, Van Otterloo & Co. LLC— value not disclosed1
368Weiss Asset Management LP— value not disclosed1
369NORGES BANK— value not disclosed1
370SAMLYN CAPITAL, LLC— value not disclosed1
371Alyeska Investment Group, L.P.— value not disclosed1
372Johnson Financial Group, Inc.— value not disclosed1
373Gotham Asset Management, LLC— value not disclosed1
374Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
375VOLORIDGE INVESTMENT MANAGEMENT, LLC— value not disclosed1
376Quantedge Capital Pte Ltd— value not disclosed1
377Sachem Head Capital Management LP— value not disclosed1
378Compagnie Lombard Odier SCmA— value not disclosed1
379Manitou Investment Management Ltd.— value not disclosed1
380McIlrath & Eck, LLC— value not disclosed1
381DV Trading LLC— value not disclosed1
382Shay Capital LLC— value not disclosed1
383Vestmark Advisory Solutions, Inc.— value not disclosed1
384Global Retirement Partners, LLC— value not disclosed1
385Laurel Wealth Advisors LLC— value not disclosed1
386SAGE RHINO CAPITAL LLC— value not disclosed1
387Ethic Inc.— value not disclosed1
388DENDUR CAPITAL LP— value not disclosed1
389Brooklyn Investment Group— value not disclosed1
390Kestra Advisory Services, LLC— value not disclosed1
391ALTA FOX CAPITAL MANAGEMENT, LLC— value not disclosed1
392AlphaQuest LLC— value not disclosed1
393SAXON INTERESTS, INC.— value not disclosed1
394City State Bank— value not disclosed1
395Forum Financial Management, LP— value not disclosed1
396Nilsine Partners, LLC— value not disclosed1
397SageView Advisory Group, LLC— value not disclosed1
398AXQ CAPITAL, LP— value not disclosed1
399Cape Investment Advisory, Inc.— value not disclosed1
400Dunhill Financial, LLC— value not disclosed1
401Stephens Consulting, LLC— value not disclosed1
402Freestone Grove Partners LP— value not disclosed1
403Gallo Partners, LP— value not disclosed1
404Jain Global LLC— value not disclosed1
405Breakwater Investment Management— value not disclosed1
406Phillip James Consulting Co.— value not disclosed1
Truncated by Public Filings. Every one of the 346 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on REZI

RETAINED WINDOW · ACTIVE HITS

Zero hits on REZI in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for REZI · financials and macro

Financials — as filed PLANNED

REZI's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: REZI on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing