Reliance Global -CW26EZRAWPreferred / convertible

13F holders, Q3 2024 (September 30)
5holders +1
2new positions
1sold out
1famous investor
$0.05avg. 13F price*

At the end of Q3 2024, 5 institutions reported holding Reliance Global -CW26 (EZRAW) in their 13F filings, up 1 from Q2 2024. 2 opened new positions and 1 sold out. The largest holders were Citadel Advisors ($2K), Virtu Financial LLC ($1K) and Stifel Financial Corp. ($954). One famous investor held it Ken Griffin ( of Citadel Advisors's portfolio).

Company
Reliance Global -CW26
CUSIP
75946W116
Latest filing quarter
Q4 2025

History

Number of 13F holders

012345 Q1 2024: 3Q1 2024Q2 2024: 4Q2 2024Q3 2024: 5Q3 2024Q4 2024: 2Q4 2024Q1 2025: 3Q1 2025Q2 2025: 2Q2 2025Q3 2025: 3Q3 2025Q4 2025: 3Q4 2025

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions2$1K
Exits1$674

All 13F filers, Q2 2024 → Q3 2024: 41,867 shares bought and 12,284 shares sold, net +29,583 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Citadel Advisors — Add +105.1% 45,520 $2K
Virtu Financial LLC — New 18,541 $1K
Stifel Financial Corp. — No change 21,200 $954
UBS Group AG — Reduce -21.5% 7,335 $330
Clear Street LLC — New 1 $0

"% of holder's portfolio" is EZRAW's weight in each manager's 13F, not the share of Reliance Global -CW26 the manager owns.