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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Kelly Loeffler · $100K–$250K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-12-29Susie Lee D–NV-3Sale · JT (jointly owned)Traded 11-30 +29d$1K–$15K
2021-07-13Susie Lee D–NV-3Purchase · JT (jointly owned)Traded 06-21 +22d$1K–$15K
2021-07-13Susie Lee D–NV-3Purchase · JT (jointly owned)Traded 06-17 +26d$1K–$15K
2021-05-05Susie Lee D–NV-3Purchase · JT (jointly owned)Traded 03-11 LATE·55d$1K–$15K
2020-05-01Kelly Loeffler R–GASale · JT (jointly owned)Traded 01-28 LATE·94d$15K–$50Kamendment pending
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
348CENTRAL TRUST Co$01
349TRUIST FINANCIAL CORP$01
350VANGUARD GROUP INC$01
351GLENMEDE TRUST CO NA$01
352HARBOUR INVESTMENTS, INC.$01
353JONES FINANCIAL COMPANIES LLLP$01
354KENNEDY CAPITAL MANAGEMENT LLC$01
355COMERICA BANK$01
356MACKENZIE FINANCIAL CORP$01
357GROUP ONE TRADING LLC$01
358VIRGINIA RETIREMENT SYSTEMS ET Al$01
359CIBC WORLD MARKETS CORP$01
360Asset Management One Co., Ltd.$01
361C M BIDWELL & ASSOCIATES LTD$01
362SEIZERT CAPITAL PARTNERS, LLC$01
363RBF Capital, LLC$01
364PRUDENTIAL FINANCIAL INC$01
365CIBC Private Wealth Group LLC$01
366Bridgewater Associates, LP$01
367Grantham, Mayo, Van Otterloo & Co. LLC$01
368Weiss Asset Management LP$01
369NORGES BANK$01
370SAMLYN CAPITAL, LLC$01
371Alyeska Investment Group, L.P.$01
372Johnson Financial Group, Inc.$01
373Gotham Asset Management, LLC$01
374Skandinaviska Enskilda Banken AB (publ)$01
375VOLORIDGE INVESTMENT MANAGEMENT, LLC$01
376Quantedge Capital Pte Ltd$01
377Sachem Head Capital Management LP$01
378Compagnie Lombard Odier SCmA$01
379Manitou Investment Management Ltd.$01
380McIlrath & Eck, LLC$01
381DV Trading LLC$01
382Shay Capital LLC$01
383Vestmark Advisory Solutions, Inc.$01
384Global Retirement Partners, LLC$01
385Laurel Wealth Advisors LLC$01
386SAGE RHINO CAPITAL LLC$01
387Ethic Inc.$01
388DENDUR CAPITAL LP$01
389Brooklyn Investment Group$01
390Kestra Advisory Services, LLC$01
391ALTA FOX CAPITAL MANAGEMENT, LLC$01
392AlphaQuest LLC$01
393SAXON INTERESTS, INC.$01
394City State Bank$01
395Forum Financial Management, LP$01
396Nilsine Partners, LLC$01
397SageView Advisory Group, LLC$01
398AXQ CAPITAL, LP$01
399Cape Investment Advisory, Inc.$01
400Dunhill Financial, LLC$01
401Stephens Consulting, LLC$01
402Freestone Grove Partners LP$01
403Gallo Partners, LP$01
404Jain Global LLC$01
405Breakwater Investment Management$01
406Phillip James Consulting Co.$01
Truncated by Public Filings. The published aggregate ranks the top 406 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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