Royal Bank of CanadaRY

13F holders, Q1 2024 (March 31)
662holders
5famous investors
$101.50avg. 13F price*

At the end of Q1 2024, 662 institutions reported holding Royal Bank of Canada (RY) in their 13F filings. The largest holders were Royal Bank of Canada ($7.8B), Bank of Montreal ($7.5B) and Vanguard Group Inc. ($5.6B). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Royal Bank of Canada
CUSIP
780087102
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 662Q1 2024Q2 2024: 674Q2 2024Q3 2024: 723Q3 2024Q4 2024: 776Q4 2024Q1 2025: 765Q1 2025Q2 2025: 799Q2 2025Q3 2025: 831Q3 2025Q4 2025: 916Q4 2025Q1 2026: 949Q1 2026Q2 2026: 990Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions39$120.6M
Exits54$325.5M

Ownership 662 holders

Royal Bank of Canada 1.89% Add +0.1% 76,872,045 $7.8B
Bank of Montreal 2.37% Reduce -1.6% 74,355,914 $7.5B
Vanguard Group Inc. 0.11% Add +1.8% 55,695,544 $5.6B
Cibc World Market Inc. 9.19% Add +20.6% 35,512,992 $3.6B
TD Asset Management Inc 3.05% Reduce -0.3% 32,483,191 $3.3B
Mackenzie Financial Corp. 3.79% Reduce -3.2% 25,997,927 $2.6B
Bank of Nova Scotia 4.76% Reduce -17.3% 23,185,793 $2.3B
Norges Bank 0.31% Add +2.7% 19,280,418 $1.9B
FIL Ltd 1.92% Add +1.9% 19,155,149 $1.9B
1832 Asset Management L.P. 3.41% Add +0.2% 18,498,230 $1.9B
National Bank of Canada 3.09% Reduce -9.8% 17,331,171 $1.8B
Toronto Dominion Bank 2.67% Reduce -17.4% 16,907,674 $1.7B
CIBC Asset Management Inc 4.91% Add +3.7% 13,992,352 $1.4B
Wellington Management Group LLP 0.22% Add +14.0% 12,543,202 $1.3B
Manufacturers Life Insurance Company, The 1.12% Add +21.7% 11,871,483 $1.2B
Beutel, Goodman & Co Ltd. 5.67% Reduce -1.3% 10,909,539 $1.1B
FMR LLC 0.07% Add +8.2% 9,891,020 $997.6M
Connor, Clark & Lunn Investment Management Ltd. 3.88% Add +4.6% 8,940,117 $902.1M
Scotia Capital Inc. 5.28% Add +1.4% 8,804,845 $887.6M
Goldman Sachs Group Inc. 0.18% Add +22.7% 8,563,435 $863.9M
Legal & General Group Plc 0.23% Add +0.5% 7,942,202 $801.4M
TD Waterhouse Canada Inc. 5.87% Add +0.9% 5,819,447 $783.4M
JPMorgan Chase & Co. 0.06% Add +7.4% 6,512,003 $656.9M
Capital World Investors 0.11% Add +75.0% 6,320,246 $637.5M
Geode Capital Management, LLC 0.05% Add +6.3% 5,571,702 $566.3M
Federation des caisses Desjardins du Quebec 4.07% Add +0.7% 4,136,492 $563.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 3.52% Add +124.8% 5,044,405 $509.0M
Canada Pension Plan Investment Board 0.53% Add +40.5% 5,039,171 $508.7M
Fiera Capital Corp 1.32% Add +0.2% 4,501,450 $454.3M
Morgan Stanley 0.03% Add +36.4% 3,753,336 $378.6M
Invesco Ltd. 0.08% Add +12.3% 3,641,598 $367.4M
Alberta Investment Management Corp 3.73% Add +3.8% 3,491,478 $352.5M
Sumitomo Mitsui Trust Group, Inc. 0.23% Add +0.8% 3,249,227 $327.9M
Healthcare of Ontario Pension Plan Trust Fund 1.13% Reduce -51.5% 3,169,708 $319.8M
Bank of America Corp. 0.03% Add +49.8% 2,922,177 $294.8M
Massachusetts Financial Services Co. 0.08% Add +1.0% 2,773,585 $279.8M
Agf Management Ltd. 1.41% Reduce -1.7% 2,750,926 $253.4M
JARISLOWSKY, FRASER Ltd 1.29% Reduce -1.0% 2,235,429 $225.7M
Dimensional Fund Advisors LP 0.06% Reduce -1.1% 2,158,607 $217.8M
Credit Suisse AG/ 0.20% Reduce -0.6% 2,089,561 $210.8M
Letko, Brosseau & Associates Inc. 3.63% Reduce -0.3% 2,068,076 $208.8M
Caisse de depot et placement du Quebec 0.48% Reduce -23.0% 1,977,324 $199.6M
Guardian Capital LP 6.48% Reduce -0.8% 1,841,597 $185.9M
Clearbridge Investments, LLC 0.14% Reduce -1.2% 1,769,382 $178.5M
Nuveen Asset Management, LLC 0.05% Add +22.0% 1,625,234 $164.1M
OMERS ADMINISTRATION Corp 1.66% No change 1,434,306 $144.8M
Montrusco Bolton Investments Inc. 1.46% Add +0.4% 1,356,992 $137.0M
HSBC Holdings PLC 0.09% Add +2.9% 1,321,855 $133.3M
Canoe Financial LP 2.15% Reduce -1.5% 1,291,012 $130.3M
Bank of New York Mellon Corp 0.02% Reduce -19.9% 1,285,946 $129.7M
Alliancebernstein L.P. 0.05% Reduce -16.1% 1,274,711 $128.6M
Scheer, Rowlett & Associates Investment Management Ltd. 9.34% Add +15.2% 1,251,576 $126.3M
Cardinal Capital Management, Inc. 5.29% Add +0.1% 1,180,530 $119.2M
BlackRock Inc. 0.00% Add +6.3% 1,147,511 $115.8M
Addenda Capital Inc. 4.26% Reduce -1.8% 821,206 $112.2M
Korea Investment CORP 0.28% Reduce -1.1% 1,108,402 $111.9M
Amundi 0.05% Add +4.2% 1,148,992 $111.3M
Deutsche Bank AG 0.05% Reduce -7.3% 1,084,021 $109.4M
Russell Investments Group, Ltd. 0.16% Add +3.9% 992,728 $100.2M
DekaBank Deutsche Girozentrale 0.18% Add +11.9% 949,599 $95.3M
CANADA LIFE ASSURANCE Co 0.18% Reduce -1.4% 887,647 $89.7M
Triasima Portfolio Management inc. 7.12% Reduce -14.8% 839,462 $84.7M
State of Tennessee, Department of Treasury 0.30% No change 794,392 $80.2M
Regions Financial Corp. 0.61% Reduce 0.0% 794,601 $80.2M
AXA S.A. 0.24% Add +105.9% 788,736 $79.6M
Dixon Mitchell Investment Counsel Inc. 3.95% Add +1.4% 785,633 $79.3M
Value Partners Investments Inc. 6.18% Reduce -1.2% 749,824 $75.6M
Burgundy Asset Management Ltd. 0.70% Reduce -1.4% 673,064 $67.9M
Bank of Nova Scotia Trust Co. 7.29% Reduce -0.2% 671,200 $67.7M
Franklin Resources Inc. 0.02% Add +0.8% 656,030 $66.2M
Northern Trust Corp. 0.01% Add +0.9% 656,095 $66.2M
Intact Investment Management Inc. 2.51% Add +39.5% 632,010 $63.7M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 7.54% Reduce -3.0% 630,173 $63.5M
First Trust Advisors LP 0.06% Reduce -11.5% 609,501 $61.5M
Aviva PLC 0.20% Add +1.8% 597,404 $60.3M
QV Investors Inc. 5.20% Add +1.0% 593,642 $59.9M
Cidel Asset Management Inc. 4.26% Reduce -62.2% 553,786 $55.9M
Guardian Capital Advisors LP 6.01% Reduce -1.6% 568,433 $55.7M
Pictet Asset Management Holding SA 0.06% Reduce -0.7% 516,289 $52.3M
Miller Howard Investments Inc. 1.70% Add +7.1% 512,184 $51.7M
Nexus Investment Management ULC 4.95% Add +2.2% 509,004 $51.4M
Northwest & Ethical Investments L.P. 1.41% Reduce -5.5% 485,044 $48.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.17% Add +0.2% 481,868 $48.6M
Van Lanschot Kempen Investment Management N.V. 0.53% Reduce -8.4% 312,557 $42.7M
UBS Group AG 0.01% Reduce -10.6% 420,007 $42.4M
Cumberland Partners Ltd 2.90% Add +10.7% 395,787 $39.9M
Lanark Financial, Inc. 3.43% Reduce -0.1% 361,630 $36.5M
Skandinaviska Enskilda Banken AB (publ) 0.18% Reduce -2.1% 356,498 $36.0M
Forsta Ap-Fonden 0.30% Reduce -11.0% 356,200 $36.0M
Varma Mutual Pension Insurance Co 0.31% New 354,700 $35.8M
SIG North Trading, ULC 12.86% — 348,529 $35.2M
Capital Research Global Investors 0.01% Add +1.1% 345,156 $34.8M
Raymond James & Associates 0.02% Add +0.8% 341,472 $34.4M
Jane Street Group, LLC 0.04% Add +177.9% 337,004 $34.0M
Mn Services Vermogensbeheer B.V. 0.24% New 332,000 $33.5M
Wells Fargo & Company 0.01% Add +17.1% 320,035 $32.3M
O'shaughnessy Asset Management, LLC 0.32% Add +8.2% 288,824 $29.1M
Ameriprise Financial Inc. 0.01% Add +9.8% 237,389 $27.4M
Nicola Wealth Management LTD. 2.63% Reduce -4.4% 198,935 $27.2M
Pathstone Holdings, LLC 0.13% Reduce -0.4% 266,224 $26.9M
Citigroup Inc. 0.03% Add +17.6% 259,736 $26.2M
Galibier Capital Management Ltd. 6.20% Reduce -20.3% 256,254 $25.9M
Twin Tree Management, LP 0.58% Reduce -36.0% 254,850 $25.7M
Waratah Capital Advisors Ltd. 1.30% Reduce -12.1% 250,759 $25.3M
Envestnet Asset Management Inc. 0.01% Add +36.8% 250,097 $25.2M
Neuberger Berman Group LLC 0.02% Reduce -7.6% 237,303 $24.0M
DORCHESTER WEALTH MANAGEMENT Co 4.10% Reduce -0.8% 227,653 $22.8M
Allianz Asset Management GmbH 0.04% Reduce -0.7% 222,869 $22.5M
Hillsdale Investment Management Inc. 1.76% Reduce -16.9% 219,944 $22.2M
USS Investment Management Ltd 0.18% Add +3.9% 217,316 $21.9M
Focus Partners Wealth 0.18% Add +1250.2% 217,301 $21.9M
Rockefeller Capital Management L.P. 0.06% Add +50.9% 215,739 $21.8M
Rempart Asset Management Inc. 4.13% Add +37.1% 212,781 $21.5M
Qube Research & Technologies Ltd 0.04% New 203,296 $20.5M
American Century Companies Inc. 0.01% Add +15.7% 201,495 $20.3M
Godsey & Gibb, Inc. 2.12% Add +1.2% 199,937 $20.2M
Credential Qtrade Securities Inc. 1.03% Add +3.7% 190,275 $19.2M
Public Sector Pension Investment Board 0.14% Reduce -80.4% 190,137 $19.2M
K.J. Harrison & Partners Inc 2.96% Reduce -5.5% 189,483 $19.1M
Creative Planning 0.02% Add +1.8% 183,164 $18.5M
Crossmark Global Holdings, Inc. 0.34% Reduce -2.7% 175,895 $17.7M
Marshall Wace, LLP 0.03% Reduce -5.7% 175,435 $17.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Add +10.6% 173,103 $17.5M
Genus Capital Management Inc. 2.18% — 166,160 $16.8M
Utah Retirement Systems 0.20% No change 165,791 $16.7M
Renaissance Technologies 0.03% Add +16.5% 162,394 $16.4M
Unigestion Holding SA 0.78% Add +91.1% 158,767 $16.0M
Shikiar Asset Management Inc. 4.99% No change 155,157 $15.7M
Investment Management Corp of Ontario 0.46% Reduce -26.1% 153,705 $15.5M
Janus Henderson Group PLC 0.01% Reduce -3.4% 140,296 $14.2M
Raymond James Financial Services Advisors, Inc. 0.02% Add +1.8% 134,389 $13.6M
Claret Asset Management Corp 2.28% Add +1.3% 133,960 $13.5M
Rathbones Group PLC 0.08% Reduce -56.5% 131,090 $13.2M
Mediolanum International Funds Ltd 0.21% — 93,177 $12.7M
Onex Canada Asset Management Inc. 1.24% Reduce -18.4% 123,214 $12.4M
Royal London Asset Management Ltd. 0.03% Add +1.1% 120,128 $12.1M
Truist Financial Corp. 0.02% Add +1.5% 115,353 $11.6M
Voloridge Investment Management, LLC 0.04% Reduce -5.1% 113,451 $11.4M
LPL Financial LLC 0.01% Add +2.1% 111,910 $11.3M
M. Kulyk & Associates, LLC 2.55% Reduce -10.3% 109,154 $11.0M
Natixis Advisors, LLC 0.03% Add +6.4% 108,073 $10.9M
Lorne Steinberg Wealth Management Inc. 3.34% Reduce -0.3% 106,168 $10.7M
HighTower Advisors, LLC 0.02% Reduce -0.2% 104,314 $10.5M
American Assets Investment Management, LLC 0.99% No change 103,500 $10.4M
Commonwealth Equity Services, LLC 0.02% Reduce -0.8% 102,886 $10.4M
Captrust Financial Advisors 0.04% Reduce -87.7% 102,240 $10.3M
Bragg Financial Advisors, Inc 0.45% Add +1.7% 99,758 $10.1M
Palisade Asset Management, LLC 0.96% Reduce -0.2% 97,977 $9.9M
Ossiam 0.17% Reduce -10.7% 97,229 $9.8M
Candriam S.C.A. 0.06% Reduce -46.5% 95,710 $9.7M
Millennium Management 0.01% Add +407.0% 93,394 $9.4M
PCJ Investment Counsel Ltd. 3.08% Add +1.3% 92,409 $9.3M
Heathbridge Capital Management Ltd. 3.57% Reduce -0.7% 91,500 $9.2M
Aberdeen Group plc 0.02% Reduce -10.0% 90,000 $9.1M
Ensign Peak Advisors, Inc 0.02% No change 86,481 $9.0M
US Bancorp \de 0.01% Reduce -0.7% 88,586 $8.9M
Vontobel Holding Ltd. 0.07% Reduce -30.5% 87,964 $8.9M
Ilmarinen Mutual Pension Insurance Co 0.10% Reduce -20.2% 84,249 $8.5M
JCIC Asset Management Inc. 3.37% Reduce -0.2% 80,995 $8.2M
Boston Trust Walden Corp 0.06% Reduce -12.9% 80,690 $8.1M
Walter Public Investments Inc. 1.58% Add +0.9% 80,133 $8.1M
PNC Financial Services Group, Inc. 0.01% Reduce -1.3% 79,654 $8.0M
Federated Hermes, Inc. 0.02% Reduce -3.8% 78,130 $7.9M
Baskin Financial Services Inc. 0.65% Reduce -4.5% 77,086 $7.8M
Country Club Bank 0.55% Reduce -14.2% 76,618 $7.7M
Altrius Capital Management Inc 1.91% Add +11.1% 75,306 $7.6M
Janney Montgomery Scott LLC 0.02% Add +5.8% 73,471 $7.4M
Maryland State Retirement & Pension System 0.14% Add +53.0% 73,036 $7.0M
Louisbourg Investments Inc. 1.93% Reduce -31.4% 68,818 $6.9M
Intech Investment Management LLC 0.09% New 65,570 $6.6M
Metis Global Partners, LLC 0.24% Reduce -5.8% 64,400 $6.5M
Ravenstone Capital Management Inc. 4.26% Add +0.2% 63,474 $6.4M
Assenagon Asset Management S.A. 0.02% Reduce -60.8% 62,922 $6.4M
Principal Financial Group Inc. 0.00% Reduce -4.3% 62,200 $6.3M
Sienna Gestion 0.53% — 61,224 $6.2M
Pinnacle Associates Ltd. 0.10% Reduce -0.6% 60,300 $6.1M
Live Oak Private Wealth LLC 1.03% Reduce -6.0% 59,111 $6.0M
Bessemer Group Inc. 0.01% Add +221.5% 58,419 $5.9M
Summerhill Capital Management lnc. 3.71% — 57,923 $5.8M
M&T Bank Corp 0.02% Add +0.2% 55,552 $5.6M
Mariner, LLC 0.01% Reduce -4.4% 54,791 $5.5M
Hennessy Advisors Inc. 0.22% Add +1.6% 52,400 $5.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.62% Add +1291.3% 51,950 $5.2M
United Services Automobile Association 0.13% Reduce -78.8% 51,291 $5.2M
Gold Investment Management Ltd. 2.08% Add +3.0% 51,114 $5.2M
Belmont Capital, LLC 1.40% Reduce -14.9% 50,731 $5.1M
NewGen Asset Management Ltd 2.71% New 50,000 $5.0M
APG Asset Management N.V. 0.01% Reduce -2.6% 49,447 $4.6M
United Capital Financial Advisors, LLC 0.04% Reduce -6.8% 45,160 $4.6M
Acadian Asset Management LLC 0.01% Add +55.1% 42,219 $4.3M
Lombard Odier Asset Management (Switzerland) SA 0.29% Add +128.7% 41,690 $4.2M
Pacifica Partners Inc. 1.81% Add +0.5% 41,007 $4.1M
Quilter Plc 0.10% Reduce -1.4% 39,910 $4.0M
Cardinal Capital Management 0.64% Add +8.7% 39,271 $4.0M
Te Ahumairangi Investment Management Ltd 0.67% New 38,440 $3.9M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -0.8% 36,715 $3.7M
Barclays PLC 0.00% Reduce -75.4% 35,935 $3.6M
D. E. Shaw & Co. 0.01% Add +20.9% 35,800 $3.6M
Counterweight Ventures, LLC 2.86% No change 35,227 $3.6M
Cerity Partners LLC 0.01% Add +39.0% 33,862 $3.4M
Aristotle Capital Management, LLC 0.01% No change 33,470 $3.4M
Logan Capital Management Inc. 0.14% Add +11.5% 32,925 $3.3M
Ninepoint Partners LP 0.42% New 32,767 $3.3M
Tacita Capital Inc 2.28% Reduce -0.8% 32,506 $3.3M
Shilanski & Associates, Inc. 1.13% Add +1.3% 32,522 $3.3M
Great Valley Advisor Group, Inc. 0.09% Add +77.2% 30,715 $3.1M
Aspiriant, LLC 0.13% Reduce -5.2% 30,647 $3.1M
Ritholtz Wealth Management 0.10% Add +63.4% 30,129 $3.0M
Anson Funds Management LP 0.24% New 30,000 $3.0M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -8.5% 29,806 $3.0M
Corient Private Wealth LP 0.01% Reduce -17.7% 29,616 $3.0M
Laird Norton Wetherby Wealth Management, LLC 0.14% Reduce -1.1% 29,636 $3.0M
Executive Wealth Group LLC 0.62% Add +201.8% 30,191 $3.0M
Squarepoint Ops LLC 0.01% Add +120.7% 29,382 $3.0M
Harvest Portfolios Group Inc. 0.11% Add +0.2% 29,073 $2.9M
Stifel Financial Corp. 0.00% Add +25.7% 28,405 $2.9M
Davis-Rea LTD. 1.28% Reduce -17.9% 27,957 $2.8M
UniSuper Management Pty Ltd 0.03% Add +91.3% 19,900 $2.7M
Quantinno Capital Management LP 0.06% Add +44.5% 26,881 $2.7M
Barometer Capital Management Inc. 0.70% Add +3.5% 20,301 $2.7M
Man Group plc 0.01% Reduce -1.2% 26,767 $2.7M
Alkeme Wealth, LLC 1.23% Reduce -1.5% 26,483 $2.7M
Aspen Grove Capital, LLC 0.75% No change 26,437 $2.7M
Cigna Investments Inc. 0.50% Add +0.2% 26,238 $2.6M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -6.6% 25,973 $2.6M
Schonfeld Strategic Advisors LLC 0.02% New 25,900 $2.6M
Fairfield, Bush & Co. 1.53% Reduce -2.0% 25,625 $2.6M
Cubist Systematic Strategies, LLC 0.03% Add +773.0% 25,335 $2.6M
Cetera Investment Advisers 0.01% Add +390.4% 25,057 $2.5M
Trust Co of the South 0.58% No change 24,818 $2.5M
Cox Capital Mgt LLC 1.54% Reduce -1.6% 24,723 $2.5M
Yousif Capital Management, LLC 0.03% No change 24,445 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.4% 23,888 $2.4M
Wambolt & Associates, LLC 0.72% Reduce -4.1% 23,822 $2.4M
Towne Trust Company, N.A 0.86% Reduce -13.0% 23,500 $2.4M
Americana Partners, LLC 0.20% Reduce -6.5% 23,237 $2.3M
Whitener Capital Management, Inc. 0.76% Add +0.0% 23,149 $2.3M
Independent Advisor Alliance 0.08% Reduce -3.5% 23,111 $2.3M
Signaturefd, LLC 0.05% Add +13.7% 23,080 $2.3M
Blair William & Co. 0.01% Reduce -12.0% 22,966 $2.3M
Osaic Holdings, Inc. 0.01% Reduce -14.8% 22,867 $2.3M
RNC Capital Management LLC 0.13% No change 22,562 $2.3M
Portland Investment Counsel Inc. 0.68% Reduce -0.9% 22,530 $2.3M
Cary Street Partners Investment Advisory LLC 0.10% Reduce -1.6% 22,507 $2.3M
Mercer Global Advisors Inc. 0.01% Add +4.4% 21,891 $2.2M
Quantbot Technologies LP 0.12% Reduce -28.7% 21,850 $2.2M
CFM Wealth Partners LLC 0.44% No change 21,746 $2.2M
Vanguard Personalized Indexing Management, LLC 0.05% Add +17.0% 21,389 $2.2M
Bridgeway Capital Management, LLC 0.04% No change 20,500 $2.1M
Bogart Wealth, LLC 0.10% No change 19,732 $2.0M
Kestra Advisory Services, LLC 0.01% Reduce -0.3% 19,194 $1.9M
Baird Financial Group, Inc. 0.00% Reduce -1.8% 18,462 $1.9M
Pinnacle Financial Partners Inc 0.04% Reduce -0.5% 18,458 $1.9M
Old Port Advisors 0.56% Add +6.1% 18,136 $1.8M
Franklin Street Advisors Inc. 0.14% Reduce -39.3% 18,110 $1.8M
Arnhold LLC 0.19% No change 18,100 $1.8M
Brown Brothers Harriman & Co. 0.01% Reduce -2.7% 18,092 $1.8M
Tower Research Capital LLC (TRC) 0.04% Add +80.8% 18,062 $1.8M
Capital Investment Advisory Services, LLC 0.19% Reduce -2.1% 17,963 $1.8M
Prospera Financial Services Inc 0.05% Reduce -5.6% 17,770 $1.8M
Colonial Trust Advisors 0.18% No change 17,602 $1.8M
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -26.4% 17,373 $1.7M
Walleye Capital LLC 0.02% Reduce -31.8% 17,299 $1.7M
AMG National Trust Bank 0.05% Reduce -0.9% 17,257 $1.7M
Guggenheim Capital LLC 0.01% Add +503.1% 17,212 $1.7M
Applied Capital LLC 1.41% Add +0.8% 17,148 $1.7M
Orion Porfolio Solutions, LLC 0.02% Add +47.4% 16,494 $1.7M
Orion Portfolio Solutions, LLC 0.02% Add +47.4% 16,494 $1.7M
Muirfield Wealth Advisors LLC 1.59% Reduce -7.5% 16,336 $1.6M
Forum Financial Management, LP 0.03% Reduce -1.1% 16,313 $1.6M
RFG Advisory, LLC 0.06% Reduce -0.0% 16,210 $1.6M
Cresset Asset Management, LLC 0.01% Add +59.7% 15,936 $1.6M
Global Retirement Partners, LLC 0.06% Reduce -3.0% 15,748 $1.6M
Blue Trust, Inc. 0.02% Reduce -0.5% 15,515 $1.6M
Townsquare Capital LLC 0.02% Reduce -0.3% 15,380 $1.6M
Level Four Advisory Services, LLC 0.09% No change 15,283 $1.5M
Richard P Slaughter Associates Inc 0.37% Reduce -3.2% 15,252 $1.5M
Pembroke Management, LTD 0.18% Add +4.3% 11,197 $1.5M
Cordgrass Capital Advisors, LLC 0.47% Add +0.5% 15,092 $1.5M
KMG Fiduciary Partners, LLC 0.16% Add +3.8% 14,979 $1.5M
Aull & Monroe Investment Management Corp 0.69% No change 14,949 $1.5M
Citadel Advisors 0.00% Reduce -65.0% 14,321 $1.4M
Mission Creek Capital Partners, Inc. 0.37% Reduce -27.4% 14,198 $1.4M
AlphaStar Capital Management, LLC 0.15% Add +415.2% 14,003 $1.4M
Financial Engines Advisors L.L.C. 0.00% Reduce -22.7% 13,919 $1.4M
Wilbanks Smith & Thomas Asset Management LLC 0.04% Reduce -1.3% 13,598 $1.4M
Prime Capital Investment Advisors, LLC 0.02% Add +4.1% 13,512 $1.4M
Tremblant Capital Group 0.15% Add +71.8% 13,429 $1.4M
First Trust Direct Indexing L.P. 0.10% Add +5.9% 13,376 $1.3M
Boomfish Wealth Group, LLC 0.86% Add +1.2% 12,660 $1.3M
Donaldson Capital Management, LLC 0.05% Reduce -34.5% 12,616 $1.3M
Beacon Pointe Advisors, LLC 0.01% Add +0.6% 12,547 $1.3M
Pacer Advisors, Inc. 0.00% Reduce -3.6% 12,540 $1.3M
Independent Solutions Wealth Management, LLC 0.30% Reduce -8.3% 12,460 $1.3M
Sequoia Financial Advisors, LLC 0.02% Add +75.1% 12,365 $1.2M
DAVENPORT & Co LLC 0.01% Reduce -1.4% 12,313 $1.2M
Qtron Investments LLC 0.18% No change 12,247 $1.2M
Rhumbline Advisers 0.00% Add +0.4% 12,108 $1.2M
Tiaa Trust, National Association 0.00% Reduce -7.9% 12,003 $1.2M
Mayfair Advisory Group, LLC 0.86% No change 11,802 $1.2M
Moors & Cabot, Inc. 0.06% Reduce -7.8% 11,788 $1.2M
Great Lakes Retirement, Inc. 0.18% Reduce -3.2% 11,730 $1.2M
Ativo Capital Management LLC 1.18% Add +0.1% 11,643 $1.2M
Edmp, Inc. 0.98% No change 11,622 $1.2M
Brown Shipley& Co Ltd 0.36% Reduce -1.4% 11,369 $1.1M
Point72 Asset Management 0.00% Reduce -1.8% 11,200 $1.1M
Creative Financial Designs Inc. 0.11% Reduce -11.5% 11,083 $1.1M
Integrated Wealth Concepts LLC 0.02% Reduce -3.1% 10,967 $1.1M
Sowell Financial Services LLC 0.05% Add +2.6% 10,850 $1.1M
Banque Cantonale Vaudoise 0.04% Reduce -4.6% 10,748 $1.1M
Gibbs Wealth Management 0.62% — 10,611 $1.1M
Founders Financial Alliance, LLC 0.32% Reduce -5.0% 10,524 $1.1M
Naples Global Advisors, LLC 0.10% No change 9,947 $1.0M
Stephens Inc. 0.02% Add +0.1% 9,787 $987K
Wedbush Securities Inc. 0.04% Add +7.3% 9,572 $966K
Syon Capital LLC 0.09% Reduce -0.3% 9,545 $963K
Campbell & CO Investment Adviser LLC 0.08% Add +107.0% 9,490 $957K
V-Square Quantitative Management LLC 0.13% No change 6,914 $945K
XTX Topco Ltd 0.13% Add +78.2% 9,353 $944K
Leisure Capital Management 0.47% Add +2.8% 9,342 $942K
River Wealth Advisors LLC 0.14% Reduce -11.2% 9,302 $938K
Cipher Capital LP 0.43% Reduce -12.1% 9,264 $935K
JTC Employer Solutions Trustee Ltd 0.06% No change 9,287 $933K
Modera Wealth Management, LLC 0.01% Add +0.7% 9,142 $922K
Gulf International Bank (UK) Ltd 0.02% Add +5.0% 9,056 $913K
Tandem Investment Advisors, Inc. 0.04% No change 9,000 $908K
Merit Financial Group, LLC 0.02% Reduce -4.4% 8,918 $902K
Community Bank, N.A. 0.12% Reduce -1.1% 8,888 $897K
Evergreen Capital Management LLC 0.03% Reduce -2.1% 8,793 $887K
Advisory Resource Group 0.20% Add +25.8% 8,741 $882K
First Citizens Bank & Trust Co. 0.02% Reduce -6.5% 8,725 $880K
Waverly Advisors, LLC 0.02% Reduce -10.1% 8,531 $861K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 9,283 $844K
Sheets Smith Wealth Management 0.09% No change 8,110 $818K
Oppenheimer & Co. Inc. 0.01% No change 7,891 $796K
CIBC Private Wealth Group LLC 0.00% Reduce -3.1% 7,772 $780K
Sage Mountain Advisors LLC 0.08% No change 7,709 $778K
Pathway Financial Advisers, LLC 0.28% Reduce -6.0% 7,691 $776K
Old North State Trust, LLC 0.65% — 7,636 $770K
Raymond James Trust N.A. 0.02% Reduce -2.6% 7,623 $769K
Aprio Wealth Management, LLC 0.15% Reduce -57.4% 7,620 $769K
Obermeyer Wealth Partners 0.05% No change 7,611 $768K
Hilltop National Bank 0.26% — 7,598 $766K
MML Investors Services, LLC 0.00% Add +0.9% 7,597 $766K
Capital Investment Counsel, Inc 0.13% Add +3.6% 7,545 $761K
Focus Partners Advisor Solutions, LLC 0.02% Add +6.8% 7,426 $749K
Brady Family Wealth, LLC 0.24% No change 7,289 $735K
First Manhattan Co. Llc. 0.00% No change 7,280 $734K
Advisory Services Network, LLC 0.02% Add +5.5% 7,200 $726K
Arkadios Wealth Advisors 0.06% Add +0.6% 7,181 $724K
Duality Advisers, LP 0.07% Reduce -85.5% 7,111 $717K
Westover Capital Advisors, LLC 0.20% Add +36.7% 6,924 $698K
EPG Wealth Management LLC 0.17% Add +0.2% 6,871 $693K
Midwest Professional Planners, LTD. 0.24% Reduce -29.3% 6,769 $683K
Kingfisher Capital LLC 0.16% No change 6,655 $671K
Checchi Capital Advisers, LLC 0.05% Add +3.6% 6,609 $667K
Susquehanna International Group, LLP 0.00% Reduce -50.4% 6,440 $650K
Fox Run Management, L.L.C. 0.14% Add +121.4% 6,432 $649K
Affinity Capital Advisors, LLC 0.14% New 6,416 $647K
Welch Group, LLC 0.03% No change 6,390 $645K
Patten & Patten Inc. 0.05% No change 6,330 $639K
First National Trust Co 0.03% No change 6,250 $631K
Woodard & Co. Asset Management Group Inc. 0.17% Reduce -3.0% 6,225 $628K
Farther Finance Advisors, LLC 0.04% Add +40.4% 6,200 $622K
Five Oceans Advisors 0.31% No change 6,069 $612K
Ti-Trust, Inc. 0.44% No change 6,000 $605K
Voya Investment Management LLC 0.00% Reduce -8.4% 6,000 $605K
Dynamic Advisor Solutions LLC 0.02% Add +0.8% 5,976 $603K
Lincoln National Corp. 0.01% Reduce -0.5% 5,968 $602K
Private Advisor Group, LLC 0.00% Add +9.6% 5,956 $601K
Aptus Capital Advisors, LLC 0.01% Add +10.5% 5,940 $599K
Pinebridge Investments, L.P. 0.00% Reduce -37.3% 4,370 $597K
Credit Agricole S A 0.01% No change 5,969 $578K
Elevation Point Wealth Partners, LLC 0.04% Add +27.4% 5,731 $578K
Hoylecohen, LLC 0.04% No change 5,700 $575K
Legacy Wealth Asset Management, LLC 0.16% Add +2.5% 5,689 $574K
Forbes J M & Co. LLP 0.06% No change 5,600 $565K
Holderness Investments Co. 0.14% No change 5,499 $555K
Compound Planning, Inc. 0.05% Add +59.2% 5,468 $552K
Parallel Advisors, LLC 0.01% Add +17.3% 5,457 $551K
Sara-Bay Financial 0.25% Reduce -2.4% 5,484 $550K
HRT Financial LP 0.00% Reduce -30.0% 5,393 $544K
Guardian Wealth Advisors, LLC / NC 0.07% No change 5,377 $542K
Ruggaard & Associates LLC 0.25% Add +2.4% 5,300 $535K
Bleakley Financial Group, LLC 0.02% Add +3.4% 5,299 $535K
Simplicity Wealth,LLC 0.01% New 5,281 $533K
Klingman & Associates, LLC 0.04% Reduce -4.0% 5,248 $529K
Avantax Advisory Services, Inc. 0.00% Add +2.4% 5,225 $527K
HB Wealth Management, LLC 0.01% Add +1.9% 5,187 $523K
Vise Technologies, Inc. 0.10% Add +11.2% 5,174 $522K
Salem Investment Counselors Inc. 0.02% No change 5,167 $521K
Burney Co./ 0.02% Reduce -36.3% 5,138 $518K
Spirepoint Private Client, LLC 0.08% — 5,123 $517K
Calydon Capital 0.10% No change 4,926 $508K
Marble Harbor Investment Counsel, LLC 0.06% No change 5,006 $505K
Wedmont Private Capital 0.04% No change 4,908 $504K
Schechter Investment Advisors, LLC 0.04% Add +11.3% 4,972 $502K
Wagner Wealth Management, LLC 0.15% Add +9.9% 4,879 $492K
Brown Advisory Inc. 0.00% Reduce -6.0% 4,844 $489K
Busey Bank 0.02% Reduce -13.3% 4,807 $485K
Enterprise Bank & Trust Co 0.17% No change 4,800 $484K
Cobblestone Capital Advisors LLC 0.03% No change 4,768 $481K
Mountain Pacific Investment Advisers LLC 0.03% No change 4,749 $479K
Gradient Investments LLC 0.01% Reduce -7.0% 4,692 $473K
Bfsg, LLC 0.06% Reduce -87.1% 4,690 $473K
Beverly Hills Private Wealth, LLC 0.11% Add +11.9% 4,656 $470K
BlackDiamond Wealth Management, LLC 0.33% No change 4,654 $469K
West Family Investments, Inc. 0.15% Add +3.0% 4,644 $468K
Clarius Group, LLC 0.03% Reduce -3.6% 4,616 $466K
Grayhawk Investment Strategies Inc. 0.40% No change 3,363 $459K
NewEdge Advisors, LLC 0.00% Reduce -11.9% 4,456 $449K
Glenmede Trust Co. NA 0.00% Reduce -1.0% 4,448 $449K
STRS Ohio 0.00% No change 4,395 $444K
Huntington National Bank 0.00% Add +0.5% 4,297 $433K
Grey Street Capital, LLC 0.06% New 4,276 $431K
Rodgers Brothers Inc. 0.06% No change 4,200 $424K
Moloney Securities Asset Management, LLC 0.06% No change 4,186 $422K
Diversified Trust Co. 0.01% Add +1.1% 4,147 $418K
Smith Salley Wealth Management 0.03% Reduce -2.9% 4,131 $417K
Virtu Financial LLC 0.03% Add +50.6% 4,113 $415K
Apollon Wealth Management, LLC 0.01% Add +5.3% 4,067 $410K
Guardian Financial Partners, LLC 0.28% No change 4,008 $404K
Pinnacle West Asset Management, Inc. 0.32% No change 4,000 $404K
Cullinan Associates Inc. 0.02% No change 4,000 $404K
Chemistry Wealth Management LLC 0.11% Reduce -7.3% 3,991 $403K
Buckingham Strategic Wealth, LLC 0.00% Add +2.6% 3,975 $401K
Verition Fund Management LLC 0.00% No change 3,891 $393K
First Affirmative Financial Network 0.29% Reduce -0.3% 3,861 $390K
Cypress Capital Group 0.05% Reduce -0.3% 3,855 $389K
Summit Asset Management, LLC 0.05% No change 3,845 $388K
Financial Security Advisor, Inc. 0.14% No change 3,842 $388K
Triangle Securities Wealth Management 0.11% No change 3,839 $387K
Hemenway Trust Co LLC 0.03% Reduce -7.2% 3,800 $383K
Trust Co. of Vermont 0.02% Reduce -2.5% 3,766 $380K
Nwam LLC 0.03% Add +6.1% 3,746 $378K
Quadrant Capital Group LLC 0.03% Reduce -25.6% 3,728 $376K
PDS Planning, Inc 0.04% Add +9.1% 3,622 $365K
First Heartland Consultants, Inc. 0.04% Add +0.1% 3,620 $365K
Chemung Canal Trust Co. 0.07% Reduce -21.2% 3,582 $361K
Sollinda Capital Management LLC 0.11% Add +15.3% 3,573 $360K
First Personal Financial Services 0.08% Reduce -6.6% 3,547 $358K
Geneos Wealth Management Inc. 0.02% No change 3,536 $357K
Armor Investment Advisors, LLC 0.17% Reduce -2.2% 3,526 $356K
Compagnie Lombard Odier SCmA 0.01% No change 3,500 $353K
D.A. Davidson & Co. 0.00% Add +1.9% 3,493 $352K
Argent Trust Co 0.02% Add +3.0% 3,481 $351K
Certified Advisory Corp 0.05% Reduce -4.6% 3,472 $350K
Roman Butler Fullerton & Co. 0.13% Reduce -12.2% 3,475 $345K
Fiduciary Trust Co 0.01% No change 3,414 $344K
Pinnacle Wealth Planning Services, Inc. 0.05% No change 3,401 $343K
MAI Capital Management 0.00% Reduce -4.0% 3,379 $341K
Magnolia Capital Management Ltd. 0.29% No change 3,370 $340K
Asahi Life Asset Management Co., LTD. 0.20% New 3,300 $333K
Legacy Financial Advisors, Inc. 0.06% Add +3.8% 3,295 $332K
Rwa Wealth Partners, LLC 0.00% No change 3,283 $331K
Wealth Group, Ltd. 0.25% — 3,275 $330K
Curi Capital, LLC 0.01% Reduce -7.7% 3,241 $327K
Fifth Third Bancorp 0.00% Add +33.2% 3,212 $324K
Colonial Trust Co / SC 0.06% No change 3,194 $322K
Edge Capital Group, LLC 0.02% No change 3,155 $318K
OmniStar Financial Group, Inc. 0.29% No change 3,153 $318K
Daiwa Securities Group Inc. 0.00% No change 3,150 $318K
Two Sigma Securities, LLC 0.02% New 3,133 $316K
World Investment Advisors 0.05% Add +0.1% 3,125 $315K
Summit Financial, LLC 0.02% New 3,085 $311K
MQS Management LLC 0.18% New 3,074 $310K
EP Wealth Advisors, LLC 0.00% Add +14.9% 3,052 $308K
Nicholas Hoffman & Company, LLC. 0.02% No change 3,051 $308K
Aviance Capital Partners, LLC 0.04% Reduce -14.8% 2,989 $302K
Kathmere Capital Management, LLC 0.03% Add +5.7% 2,981 $301K
Canopy Partners, LLC 0.15% Add +22.1% 2,959 $299K
Kestra Private Wealth Services, LLC 0.01% Reduce -20.7% 2,956 $298K
Advisors Asset Management, Inc. 0.01% Add +29.0% 2,953 $298K
Engineers Gate Manager LP 0.01% New 2,940 $297K
Excalibur Management Corp. 0.12% Reduce -0.1% 2,921 $295K
BIP Wealth, LLC 0.02% No change 2,921 $295K
Capital Investment Advisors, LLC 0.01% Add +4.7% 2,920 $295K
MGB Wealth Management, LLC 0.12% No change 2,895 $292K
Westwood Holdings Group Inc. 0.00% No change 2,875 $290K
Shell Asset Management Co. 0.01% Add +3.8% 2,711 $289K
Waterloo Capital, L.P. 0.04% Reduce -23.2% 2,861 $289K
Laurel Wealth Advisors LLC 0.05% No change 2,825 $285K
Shoker Investment Counsel, Inc. 0.10% No change 2,812 $282K
Callan Capital, LLC 0.02% Reduce -2.3% 2,784 $281K
Bridgefront Capital, LLC 0.21% New 2,780 $280K
T. Rowe Price Associates Inc. 0.00% No change 2,770 $280K
Park Avenue Securities LLC 0.00% Add +10.3% 2,769 $279K
Nebula Research & Development LLC 0.06% New 2,742 $277K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -8.4% 2,729 $275K
Drive Wealth Management, LLC 0.08% Add +6.7% 2,664 $269K
Riverview Trust Co 0.21% No change 2,653 $268K
Howe & Rusling Inc. 0.03% New 2,643 $267K
Cutler Group LLC / CA 0.13% Reduce -19.8% 2,637 $266K
CENTRAL TRUST Co 0.01% No change 2,611 $263K
Cannell & Spears LLC 0.01% New 2,611 $263K
Phillips Wealth Planners LLC 0.30% Reduce -2.5% 2,701 $260K
Walleye Trading LLC 0.00% Reduce -94.2% 2,575 $260K
Centaurus Financial, Inc. 0.02% No change 2,560 $258K
Legacy Capital Group California, Inc. 0.10% Add +1.1% 2,557 $258K
Bray Capital Advisors 0.07% No change 2,550 $257K
Lowe Brockenbrough & Co. Inc. 0.02% No change 2,550 $257K
Tobam 0.02% No change 2,546 $257K
Whittier Trust Co. 0.00% Reduce -10.7% 2,541 $256K
Patriot Investment Management Group, Inc. 0.02% Reduce -3.8% 2,519 $254K
J. L. Bainbridge & Co., Inc. 0.03% No change 2,500 $252K
Robertson Stephens Wealth Management, LLC 0.01% No change 2,498 $252K
Cwm, LLC 0.00% Add +4.5% 2,490 $251K
Cutler Investment Counsel LLC 0.03% Reduce -23.5% 2,482 $250K
Firestone Capital Management 0.07% No change 2,434 $246K
TD Private Client Wealth LLC 0.01% Reduce -3.9% 2,433 $245K
CVA Family Office, LLC 0.04% No change 2,423 $244K
Harbour Investments, Inc. 0.01% Add +58.2% 2,414 $244K
WealthShield Partners, LLC 0.04% Reduce -4.0% 2,408 $243K
Tompkins Financial Corp. 0.03% No change 2,400 $242K
Sivia Capital Partners, LLC 0.16% Reduce -0.2% 2,399 $242K
Empower Advisory Group, LLC 0.00% New 2,394 $242K
Balyasny Asset Management L.P. 0.00% Reduce -94.7% 2,370 $239K
Stonebridge Capital Advisors LLC 0.02% Add +0.5% 2,317 $234K
Kanawha Capital Management LLC 0.02% No change 2,305 $233K
Quadrant Private Wealth Management, LLC 0.06% No change 2,300 $232K
Galvin, Gaustad & Stein, LLC 0.02% No change 2,298 $232K
Savant Capital, LLC 0.00% Add +0.6% 2,297 $232K
Lido Advisors, LLC 0.00% Reduce -39.5% 2,288 $231K
LBMC Investment Advisors, LLC 0.02% No change 2,254 $227K
West Oak Capital, LLC 0.10% Reduce -2.7% 2,248 $227K
Groupama Asset Managment 0.00% New 2,243 $226K
Florida Trust Wealth Management Co 0.01% No change 2,241 $226K
GYL Financial Synergies, LLC 0.02% Add +0.5% 2,210 $223K
West Coast Financial LLC 0.03% No change 2,203 $222K
Axq Capital, LP 0.05% Reduce -90.4% 2,200 $222K
Transcend Capital Advisors, LLC 0.02% Add +9.3% 2,186 $221K
Mirabella Financial Services LLP 0.02% Reduce -5.7% 2,165 $218K
Fiduciary Group, LLC 0.02% No change 2,158 $218K
Keybank National Association 0.00% Reduce -26.7% 2,121 $214K
Stiles Financial Services Inc 0.09% Reduce -10.8% 2,116 $213K
Clarkston Capital Partners, LLC 0.00% No change 2,106 $212K
Certuity, LLC 0.02% No change 2,071 $209K
Clearstead Advisors, LLC 0.01% No change 1,985 $208K
Mission Wealth Management, LP 0.01% Reduce -22.4% 2,057 $208K
Johnson Investment Counsel Inc. 0.00% No change 2,044 $206K
Intrua Financial, LLC 0.03% Reduce -1.7% 2,035 $205K
Vident Advisory, LLC 0.00% New 2,028 $205K
Klingenstein Fields & Co. LP 0.01% No change 2,015 $203K
Carr Financial Group Corp 0.07% No change 2,014 $203K
Evoke Wealth, LLC 0.01% New 2,003 $202K
Macquarie Group Ltd. 0.00% New 2,000 $202K
Spectrum Asset Management, Inc. (NB/CA) 0.09% No change 2,000 $202K
Peak Asset Management, LLC 0.04% Reduce -25.9% 2,000 $202K
SVB Wealth LLC 0.00% Reduce -22.4% 1,998 $202K
Good Life Advisors, LLC 0.02% New 1,985 $200K
IFP Advisors, Inc 0.01% Add +23.4% 1,966 $198K
Raleigh Capital Management Inc. 0.08% New 1,876 $189K
Lindbrook Capital, LLC 0.02% Add +4.9% 1,852 $187K
Investors Research Corp 0.04% No change 1,800 $182K
Avior Wealth Management, LLC 0.01% New 1,780 $180K
Principal Securities, Inc. 0.01% Reduce -1.1% 1,740 $176K
SOA Wealth Advisors, LLC. 0.03% No change 1,475 $149K
Allworth Financial LP 0.00% Add +17.6% 1,424 $144K
Rothschild Investment LLC 0.01% No change 1,350 $136K
Spire Wealth Management 0.00% No change 1,277 $129K
Hexagon Capital Partners LLC 0.03% Add +32.9% 1,269 $128K
Caldwell Trust Co 0.01% Add +37.8% 1,244 $125K
CarsonAllaria Wealth Management, Ltd. 0.07% No change 1,164 $117K
Garde Capital, Inc. 0.01% No change 1,107 $111K
EverSource Wealth Advisors, LLC 0.01% Add +52.0% 1,088 $105K
Rowlandmiller & Partners.adv 0.02% No change 1,042 $105K
Steward Partners Investment Advisory, LLC 0.00% No change 1,011 $102K
Icon Wealth Advisors, LLC 0.01% No change 1,009 $102K
Westside Investment Management, Inc. 0.02% No change 1,000 $101K
UMB Bank, n.a. 0.00% No change 910 $92K
Ancora Advisors LLC 0.00% No change 906 $91K
Harbor Investment Advisory, LLC 0.01% No change 892 $90K
Institutional & Family Asset Management, LLC 0.01% Reduce -6.6% 888 $90K
Allspring Global Investments Holdings, LLC 0.00% New 852 $86K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +1.0% 813 $82K
Rosenberg Matthew Hamilton 0.02% Add +6.4% 816 $82K
MassMutual Private Wealth & Trust, FSB 0.00% Add +9.7% 772 $78K
Householder Group Estate & Retirement Specialist, LLC 0.02% No change 753 $76K
Janiczek Wealth Management, LLC 0.02% No change 733 $74K
Mufg Securities (canada), LTD. 0.01% New 731 $74K
Horizon Financial Services, LLC 0.05% New 700 $71K
Kozak & Associates, Inc. 0.02% Reduce -11.9% 649 $69K
TFC Financial Management, Inc. 0.01% No change 663 $67K
Heritage Wealth Advisors 0.00% No change 600 $61K
WASHINGTON TRUST Co 0.00% No change 580 $59K
Addison Advisors LLC 0.02% Add +0.4% 531 $54K
Cullen/Frost Bankers, Inc. 0.00% No change 500 $50K
Mather Group, Llc. 0.00% New 483 $49K
Plante Moran Financial Advisors, LLC 0.01% No change 474 $48K
First Horizon Advisors, Inc. 0.00% No change 471 $48K
Providence Capital Advisors, LLC 0.01% No change 463 $47K
Optiver Holding B.V. 0.00% Reduce -79.0% 421 $42K
Ogorek Anthony Joseph /NY/ 0.01% No change 425 $42K
Concord Wealth Partners 0.01% No change 412 $42K
Capital Advisors, Ltd. LLC 0.01% No change 404 $41K
JFS Wealth Advisors, LLC 0.00% Add +0.5% 405 $41K
Western Pacific Wealth Management, LP 0.03% No change 403 $41K
Caldwell Sutter Capital, Inc. 0.02% Reduce -5.1% 375 $38K
Hollencrest Capital Management 0.00% No change 368 $37K
Assetmark, Inc. 0.00% Reduce -5.1% 356 $36K
Blue Bell Private Wealth Management, LLC 0.01% No change 345 $35K
Park Place Capital Corp 0.01% No change 344 $35K
HM Payson & Co. 0.00% No change 342 $35K
Zions Bancorporation, N.A. 0.00% Reduce -15.8% 341 $34K
Private Trust Co. NA 0.00% No change 340 $34K
Delta Asset Management LLC 0.00% No change 300 $30K
Bartlett & Co. Wealth Management LLC 0.00% No change 300 $30K
Financial Management Professionals, Inc. 0.00% Add +7.5% 286 $29K
Bruce G. Allen Investments, LLC 0.02% Add +55.8% 271 $27K
Optimum Investment Advisors 0.01% No change 265 $27K
Capital Analysts, LLC 0.00% Add +1.2% 255 $26K
Salomon & Ludwin, LLC 0.00% No change 255 $26K
Missouri Trust & Investment Co 0.01% New 200 $20K
Baldwin Wealth Partners LLC 0.00% Reduce -33.3% 200 $20K
FinTrust Capital Advisors, LLC 0.00% No change 182 $18K
JNBA Financial Advisors 0.00% No change 160 $16K
City Holding Co. 0.00% No change 150 $15K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -2.0% 149 $15K
CoreFirst Bank & Trust 0.01% No change 133 $13K
Nisa Investment Advisors, LLC 0.00% No change 129 $13K
Penserra Capital Management LLC 0.00% No change 114 $11K
Whittier Trust Co. of Nevada Inc. 0.00% No change 107 $11K
Foster Dykema Cabot & Partners, LLC 0.00% New 103 $10K
Retirement Group, LLC 0.00% No change 100 $10K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 100 $10K
Key Financial Inc 0.00% No change 100 $10K
Arrow Financial Corp 0.00% No change 100 $10K
SouthState Bank Corp 0.00% No change 100 $10K
Hoese & Co LLP 0.01% No change 100 $10K
Private Ocean, LLC 0.00% Add +13.1% 95 $10K
MCF Advisors LLC 0.00% No change 90 $9K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 87 $9K
Continuum Advisory, LLC 0.00% New 82 $8K
LifeSteps Financial, Inc. 0.01% New 77 $8K
Wolff Wiese Magana LLC 0.01% No change 75 $8K
Glen Eagle Advisors, LLC 0.00% No change 74 $7K
Frazier Financial Advisors, LLC 0.01% Add +13.8% 74 $7K
BNP Paribas Financial Markets 0.00% Reduce -51.7% 72 $7K
Carolinas Wealth Consulting LLC 0.00% Add +19.3% 68 $7K
Clear Investment Research, LLC 0.01% No change 67 $7K
Smartleaf Asset Management LLC 0.00% No change 65 $7K
Bell Investment Advisors, Inc 0.00% No change 61 $6K
First Financial Corp. 0.00% Reduce -85.3% 61 $6K
Pacific Center for Financial Services 0.00% No change 60 $6K
Transamerica Financial Advisors, LLC 0.00% Reduce -98.1% 54 $6K
Exchange Traded Concepts, LLC 0.00% Reduce -36.8% 55 $6K
Annapolis Financial Services, LLC 0.00% No change 53 $5K
Coston, McIsaac & Partners 0.00% No change 50 $5K
Raffa Wealth Management, LLC 0.00% No change 43 $4K
Cornerstone Planning Group LLC 0.00% Add +142.9% 34 $3K
AdvisorNet Financial, Inc 0.00% No change 28 $3K
Valued Wealth Advisors LLC 0.00% No change 27 $3K
Maryland Capital Advisors Inc. 0.00% No change 25 $3K
Mine & Arao Wealth Creation & Management, LLC. 0.00% No change 23 $2K
LRI Investments, LLC 0.00% — 22 $2K
Versant Capital Management, Inc 0.00% No change 20 $2K
Fairman Group, LLC 0.00% No change 18 $2K
New England Capital Financial Advisors LLC 0.00% No change 17 $2K
Sunbelt Securities, Inc. 0.00% No change 11 $1K
GAMMA Investing LLC 0.00% New 6 $605
Caitlin John, LLC 0.00% No change 2 $202
Moisand Fitzgerald Tamayo, LLC 0.00% No change 1 $101

"% of holder's portfolio" is RY's weight in each manager's 13F, not the share of Royal Bank of Canada the manager owns.