EZRA · Reliance Global Group, Inc. · Holdings
Market Cap
$2.69M
Shares
1.00M
Volume · Oct 2
30.1K
Avg daily vol (3M)
1.86M
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 12
Total Value: $295,972
Total Shares: 91,070
Institutional Ownership Trend
8 quarters
Holder Concentration
Across 12 13F filers · Δ vs Mar 31, 2026Top Holder
50.0%
+22.7 pts
Top 5
92.0%
+6.9 pts
Top 10
100.0%
+2.3 pts
HHI
3,119
Highly concentrated+1,454
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
8
Decreased
1
Sold Out
11
Unchanged
2
Holder count:
-10
Institutional value:
+90.8%
Shares held:
-89.6%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small XXEC, Inc. | +44,650 | 45,566 | |
| Mega UBS Group AG | +18,919 | 19,027 | |
| Small Stanley-Laman Group, Ltd. | +8,536 | 8,755 | |
| Mega CITIGROUP INC | +5,205 | 5,266 | |
| Mega MORGAN STANLEY | +4,999 | 5,133 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mid Stonehage Fleming Financial Services Holdings Ltd | −1 | 3 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Vinva Investment Management Ltd | 1,583 | $5,144 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega GEODE CAPITAL MANAGEMENT, LLC | 5,982 | $42,349 | |
| Large PEAK6 LLC | 4,119 | $29,162 | |
| Mega JANE STREET GROUP, LLC | 3,230 | $22,870 | |
| Small Tempo Wealth, LLC | 659 | $4,668 | |
| Mid Virtu Financial LLC | 575 | $4,071 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small XXEC, Inc. | $148,089 | 50.03% | 45,566 | Shares | 2026-08-17 | |
| Mega UBS Group AG | $61,837 | 20.89% | 19,027 | Shares | 2026-08-13 | |
| Small Stanley-Laman Group, Ltd. | $28,453 | 9.61% | 8,755 | Shares | 2026-08-05 | |
| Mega CITIGROUP INC | $17,114 | 5.78% | 5,266 | Shares | 2026-08-03 | |
| Mega MORGAN STANLEY | $16,682 | 5.64% | 5,133 | Shares | 2026-08-13 | |
| Mega BlackRock, Inc. | $10,624 | 3.59% | 3,269 | Shares | 2026-08-07 | |
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $6,630 | 2.24% | 2,040 | Shares | 2026-08-13 | |
| Large Vinva Investment Management Ltd | $5,144 | 1.74% | 1,583 | Shares | 2026-08-14 | |
| Mid Tower Research Capital LLC (TRC) | $1,358 | 0.46% | 418 | Shares | 2026-08-11 | |
| Mega WELLS FARGO & COMPANY/MN | $19 | 0.01% | 6 | Shares | 2026-08-14 | |
| Mid SBI Securities Co., Ltd. Broker-Dealer | $13 | 0.00% | 4 | Shares | 2026-07-23 | |
| Mid Stonehage Fleming Financial Services Holdings Ltd | $9 | 0.00% | 3 | Shares | 2026-08-17 |