Reliance Global Group, Inc. - EZRA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| XXEC, Inc. | History | New | 36,655 | 11,124 | 1.95% | — | 1 | +36,655 | New | Q1 2026 | Apr 23, 2026 |
| Stanley-Laman Group, Ltd. | History | Added to | 8,774 | 2,666 | 0.33% | 0.28% | 2 | +1,111 | 14.5% | Q1 2026 | Apr 16, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 239,263 | 42 | 0.0% | 0.0% | 3 | +178,264 | 292.24% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 81,566 | 41 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PEAK6 LLC | History | No change | 164,761 | 29 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | No change | 130,743 | 23 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 129,218 | 22 | 0.0% | — | 7 | +129,218 | New | Q1 2026 | May 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 81,566 | 14 | 0.0% | — | 8 | +81,566 | New | Q1 2026 | May 08, 2026 |
| Tempo Wealth, LLC | History | Added to | 26,377 | 4 | 0.0% | 0.0% | 10 | +11,916 | 82.4% | Q1 2026 | May 14, 2026 |
| Virtu Financial LLC | History | Added to | 23,003 | 4 | 0.0% | 0.0% | 9 | +1,329 | 6.13% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 15,924 | 2 | 0.0% | 0.0% | 11 | -28,698 | -64.31% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -26,656 | -100.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -10,320 | -100.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | New | 5,357 | 0 | — | — | — | +5,357 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | New | 2,449 | 0 | — | — | — | +2,449 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | New | 2,428 | 0 | — | — | — | +2,428 | New | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 4,301 | 0 | — | 0.0% | — | -1,542 | -26.39% | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | New | 1,100 | 0 | — | — | — | +1,100 | New | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 1,000 | 0 | — | — | — | +1,000 | New | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | — | — | -69 | -100.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 36 | 0 | — | — | — | +36 | New | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,931 | 0 | — | 0.0% | — | -11 | -0.37% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 8 | 0 | — | — | — | +1 | 14.29% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 242 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 146 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |