Royal Bank of CanadaRY

13F holders, Q2 2024 (June 30)
674holders +12
70new positions
55sold out
6famous investors
$106.77avg. 13F price*

At the end of Q2 2024, 674 institutions reported holding Royal Bank of Canada (RY) in their 13F filings, up 12 from Q1 2024. 70 opened new positions and 55 sold out. The largest holders were Bank of Montreal ($8.2B), Royal Bank of Canada ($8.0B) and Vanguard Group Inc. ($6.1B). 6 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 → Q2 2024

InstitutionsTotal Value
New Positions70$772.1M
Exits55$471.1M

All 13F filers, Q1 2024 → Q2 2024: 37,969,116 shares bought and 21,083,519 shares sold, net +16,885,597 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 674 holders

Bank of Montreal 2.48% Add +1.5% 75,448,865 $8.2B
Royal Bank of Canada 1.94% Reduce -1.8% 75,506,403 $8.0B
Vanguard Group Inc. 0.12% Add +2.3% 56,966,919 $6.1B
Cibc World Market Inc. 9.20% Reduce -1.9% 34,840,803 $3.7B
TD Asset Management Inc 3.19% Reduce -1.0% 32,155,772 $3.4B
Mackenzie Financial Corp. 3.98% Reduce -3.2% 25,169,097 $2.7B
FIL Ltd 2.44% Add +21.2% 23,208,275 $2.5B
Bank of Nova Scotia 4.79% Reduce -2.0% 22,723,779 $2.4B
National Bank of Canada 3.33% Add +16.7% 20,232,204 $2.1B
Norges Bank 0.32% Add +3.3% 19,913,069 $2.1B
1832 Asset Management L.P. 3.47% Reduce -2.5% 18,040,092 $1.9B
Toronto Dominion Bank 2.80% Reduce -3.0% 16,405,255 $1.7B
CIBC Asset Management Inc 5.11% Reduce -3.5% 13,498,124 $1.4B
Manufacturers Life Insurance Company, The 1.21% Add +2.2% 12,127,506 $1.3B
Federation des caisses Desjardins du Quebec 6.64% Add +178.8% 11,533,673 $1.2B
Wellington Management Group LLP 0.22% Reduce -8.6% 11,464,779 $1.2B
Goldman Sachs Group Inc. 0.22% Add +22.3% 10,471,482 $1.1B
Connor, Clark & Lunn Investment Management Ltd. 4.55% Add +13.8% 10,176,522 $1.1B
FMR LLC 0.07% Add +2.8% 10,163,436 $1.1B
Beutel, Goodman & Co Ltd. 5.40% Reduce -12.6% 9,539,259 $1.0B
Capital World Investors 0.15% Add +38.8% 8,773,805 $934.1M
Scotia Capital Inc. 5.44% Reduce -0.8% 8,736,180 $927.9M
Legal & General Group Plc 0.24% Add +1.7% 8,076,341 $859.7M
JPMorgan Chase & Co. 0.06% Add +6.5% 6,937,043 $738.0M
Geode Capital Management, LLC 0.06% Add +5.0% 5,849,154 $628.9M
TD Waterhouse Canada Inc. 5.31% Reduce -4.5% 5,557,323 $592.3M
Canada Pension Plan Investment Board 0.49% Reduce -7.5% 4,663,771 $496.4M
Fiera Capital Corp 1.51% Add +1.9% 4,588,260 $488.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 2.69% Reduce -17.0% 4,189,100 $446.1M
Alberta Investment Management Corp 4.58% Add +11.1% 3,878,351 $412.8M
Morgan Stanley 0.03% Add +1.9% 3,826,557 $407.1M
Invesco Ltd. 0.08% Reduce -3.3% 3,520,290 $374.5M
Charles Schwab Investment Management Inc. 0.07% New 3,361,280 $357.8M
Bank of America Corp. 0.03% Add +11.2% 3,250,615 $345.8M
Massachusetts Financial Services Co. 0.09% Add +0.2% 2,779,894 $295.7M
Agf Management Ltd. 1.62% Reduce -11.6% 2,431,264 $290.1M
Franklin Resources Inc. 0.09% Add +309.8% 2,688,224 $286.2M
Dimensional Fund Advisors LP 0.06% Add +0.2% 2,162,669 $230.1M
JARISLOWSKY, FRASER Ltd 1.35% Reduce -6.5% 2,089,756 $222.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% New 2,011,548 $214.0M
Caisse de depot et placement du Quebec 0.51% Reduce -0.0% 1,976,635 $210.4M
Letko, Brosseau & Associates Inc. 3.92% Reduce -6.2% 1,940,607 $206.6M
Guardian Capital LP 7.34% Reduce -0.7% 1,829,309 $194.7M
Clearbridge Investments, LLC 0.15% Reduce -2.0% 1,734,161 $184.5M
Nuveen Asset Management, LLC 0.05% Add +1.4% 1,647,248 $175.3M
Amundi 0.06% Add +21.7% 1,397,836 $152.4M
Bank of New York Mellon Corp 0.03% Reduce -2.6% 1,252,293 $133.2M
Scheer, Rowlett & Associates Investment Management Ltd. 10.15% Reduce -0.6% 1,244,596 $132.5M
Canoe Financial LP 2.41% No change 1,291,012 $130.3M
Cardinal Capital Management, Inc. 4.84% Add +0.3% 1,183,571 $125.9M
Alliancebernstein L.P. 0.04% Reduce -7.7% 1,176,751 $125.2M
Deutsche Bank AG 0.06% Add +7.7% 1,167,971 $124.2M
Korea Investment CORP 0.31% Add +3.9% 1,152,052 $122.6M
BlackRock Inc. 0.00% Reduce -0.9% 1,137,479 $121.0M
OMERS ADMINISTRATION Corp 1.15% Reduce -21.5% 1,126,186 $119.9M
Healthcare of Ontario Pension Plan Trust Fund 0.35% Reduce -64.9% 1,112,733 $118.5M
Addenda Capital Inc. 4.55% Reduce -2.9% 797,352 $116.1M
DekaBank Deutsche Girozentrale 0.20% Add +10.7% 1,050,860 $111.2M
Montrusco Bolton Investments Inc. 1.17% Reduce -23.1% 1,044,117 $111.1M
CANADA LIFE ASSURANCE Co 0.19% Add +6.6% 946,041 $100.6M
Russell Investments Group, Ltd. 0.16% Reduce -8.3% 910,020 $96.8M
Triasima Portfolio Management inc. 8.48% Add +3.8% 871,119 $92.7M
State of Tennessee, Department of Treasury 0.32% Add +1.6% 806,673 $85.9M
Dixon Mitchell Investment Counsel Inc. 4.27% Add +1.6% 798,106 $85.2M
Regions Financial Corp. 0.64% Reduce -0.1% 793,651 $84.4M
Jane Street Group, LLC 0.09% Add +125.2% 758,927 $80.7M
Mufg Securities (canada), LTD. 5.26% Add +102339.5% 748,833 $79.7M
Aviva PLC 0.22% Add +21.2% 724,122 $77.1M
AXA S.A. 0.22% Reduce -13.4% 682,764 $72.6M
Northern Trust Corp. 0.01% Add +2.1% 669,783 $71.3M
Bank of Nova Scotia Trust Co. 7.91% Reduce -0.8% 665,745 $70.8M
Intact Investment Management Inc. 2.64% Add +4.8% 662,150 $70.5M
Burgundy Asset Management Ltd. 0.73% Reduce -3.2% 651,784 $69.4M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 8.10% Reduce -0.6% 626,165 $66.7M
J. Safra Sarasin Holding AG 1.18% — 609,238 $64.8M
QV Investors Inc. 5.88% Reduce -0.9% 588,047 $62.6M
Cidel Asset Management Inc. 4.57% Reduce -0.0% 553,589 $58.9M
Arrowstreet Capital, Limited Partnership 0.05% New 541,569 $57.7M
Pictet Asset Management Holding SA 0.06% Add +0.9% 521,171 $56.3M
Guardian Capital Advisors LP 5.94% Reduce -11.0% 505,755 $55.8M
UBS Group AG 0.02% Add +20.6% 506,480 $53.9M
Miller Howard Investments Inc. 1.78% Reduce -1.5% 504,388 $53.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.17% Add +4.1% 501,621 $53.4M
Value Partners Investments Inc. 4.52% Reduce -34.6% 490,161 $52.2M
Nexus Investment Management ULC 5.41% Reduce -4.9% 483,965 $51.5M
Northwest & Ethical Investments L.P. 1.46% Reduce -1.6% 477,373 $50.8M
Van Lanschot Kempen Investment Management N.V. 0.57% Add +11.4% 348,141 $50.7M
First Trust Advisors LP 0.05% Reduce -23.1% 468,685 $49.9M
Focus Partners Wealth 0.16% Add +101.2% 437,148 $47.5M
Cumberland Partners Ltd 3.12% Add +1.9% 403,427 $42.9M
MUFG Securities EMEA plc 1.79% New 275,000 $40.1M
Clark Capital Management Group, Inc. 0.29% New 365,309 $38.9M
Lanark Financial, Inc. 3.50% Reduce -0.1% 361,192 $38.4M
Capital Research Global Investors 0.01% No change 345,156 $36.7M
Skandinaviska Enskilda Banken AB (publ) 0.17% Reduce -4.0% 342,360 $36.4M
Raymond James & Associates 0.02% Reduce -0.1% 341,218 $36.3M
D. E. Shaw & Co. 0.05% Add +814.9% 327,533 $34.9M
Envestnet Asset Management Inc. 0.01% Add +30.1% 325,463 $34.6M
Mn Services Vermogensbeheer B.V. 0.24% Reduce -4.2% 318,000 $33.8M
Wells Fargo & Company 0.01% Reduce -2.3% 312,554 $33.2M
Forsta Ap-Fonden 0.29% Reduce -12.8% 310,600 $33.1M
Fisher Asset Management 0.01% New 305,370 $32.5M
O'shaughnessy Asset Management, LLC 0.33% Add +3.6% 299,351 $31.9M
Rathbones Group PLC 0.16% Add +115.3% 282,224 $30.0M
Nicola Wealth Management LTD. 2.59% No change 198,935 $29.0M
Citigroup Inc. 0.03% Add +4.3% 270,968 $28.8M
Ameriprise Financial Inc. 0.01% Reduce -11.5% 210,100 $25.2M
Pathstone Holdings, LLC 0.11% Reduce -12.6% 232,613 $24.7M
Rockefeller Capital Management L.P. 0.07% Add +6.4% 229,577 $24.4M
Allianz Asset Management GmbH 0.04% Add +1.3% 225,740 $24.0M
Rempart Asset Management Inc. 4.70% Add +5.4% 224,293 $23.9M
Neuberger Berman Group LLC 0.02% Reduce -5.6% 223,986 $23.8M
USS Investment Management Ltd 0.19% Add +2.6% 223,082 $23.8M
Galibier Capital Management Ltd. 5.80% Reduce -14.5% 219,075 $23.3M
DORCHESTER WEALTH MANAGEMENT Co 4.39% Reduce -5.4% 215,355 $22.7M
Voloridge Investment Management, LLC 0.08% Add +78.2% 202,198 $21.5M
Godsey & Gibb, Inc. 2.22% Add +0.9% 201,758 $21.5M
American Century Companies Inc. 0.01% Reduce -0.3% 200,855 $21.4M
Creative Planning 0.02% Add +8.5% 198,718 $21.1M
Aviso Financial Inc. 1.15% — 194,653 $20.6M
Hillsdale Investment Management Inc. 1.56% Reduce -15.4% 185,974 $19.8M
Public Sector Pension Investment Board 0.12% Reduce -2.8% 184,799 $19.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Add +1.1% 175,008 $18.6M
Crossmark Global Holdings, Inc. 0.36% Reduce -1.6% 173,167 $18.4M
K.J. Harrison & Partners Inc 2.99% Reduce -10.0% 170,557 $18.1M
Utah Retirement Systems 0.20% Reduce -4.9% 157,691 $16.8M
Investment Management Corp of Ontario 0.45% Add +1.3% 155,628 $16.6M
APG Asset Management N.V. 0.03% Add +232.4% 164,347 $16.3M
Janus Henderson Group PLC 0.01% Add +1.0% 141,680 $15.1M
Raymond James Financial Services Advisors, Inc. 0.02% Add +2.1% 137,193 $14.6M
Claret Asset Management Corp 2.46% Reduce -3.6% 129,143 $13.8M
Intech Investment Management LLC 0.17% Add +91.5% 125,535 $13.4M
Royal London Asset Management Ltd. 0.03% No change 120,128 $12.8M
LPL Financial LLC 0.01% Add +5.5% 118,053 $12.6M
Natixis Advisors, LLC 0.03% Add +8.8% 117,608 $12.5M
Waratah Capital Advisors Ltd. 0.73% Reduce -55.3% 112,221 $11.9M
Onex Canada Asset Management Inc. 1.32% Reduce -16.1% 103,349 $11.6M
M. Kulyk & Associates, LLC 2.66% Reduce -1.2% 107,804 $11.5M
Commonwealth Equity Services, LLC 0.02% Add +2.1% 105,049 $11.2M
HighTower Advisors, LLC 0.02% Add +0.3% 104,599 $11.1M
Lorne Steinberg Wealth Management Inc. 3.57% Reduce -1.8% 104,216 $11.1M
American Assets Investment Management, LLC 1.03% No change 103,500 $11.0M
Shikiar Asset Management Inc. 3.20% Reduce -33.8% 102,657 $10.9M
Captrust Financial Advisors 0.04% Reduce -0.1% 102,095 $10.9M
Truist Financial Corp. 0.02% Reduce -11.7% 101,825 $10.8M
Bragg Financial Advisors, Inc 0.47% Reduce -1.6% 98,118 $10.4M
Ossiam 0.19% Reduce -1.2% 96,097 $10.2M
Ensign Peak Advisors, Inc 0.02% Add +6.9% 92,481 $10.2M
Palisade Asset Management, LLC 1.02% Reduce -5.4% 92,644 $9.9M
Heathbridge Capital Management Ltd. 4.13% No change 91,500 $9.7M
Aberdeen Group plc 0.02% No change 90,000 $9.6M
Vontobel Holding Ltd. 0.03% No change 87,964 $9.4M
US Bancorp \de 0.01% Reduce -2.5% 86,344 $9.2M
Ilmarinen Mutual Pension Insurance Co 0.10% No change 84,249 $9.0M
Maryland State Retirement & Pension System 0.16% Add +12.5% 82,162 $8.7M
Janney Montgomery Scott LLC 0.03% Add +11.4% 81,836 $8.7M
JCIC Asset Management Inc. 3.50% Reduce -1.2% 80,005 $8.5M
HSBC Holdings PLC 0.01% Reduce -94.0% 79,351 $8.4M
PNC Financial Services Group, Inc. 0.01% Reduce -0.7% 79,065 $8.4M
Unigestion Holding SA 0.46% Reduce -47.7% 83,063 $8.4M
Altrius Capital Management Inc 2.15% Add +1.8% 76,660 $8.2M
PCJ Investment Counsel Ltd. 3.35% Reduce -18.0% 75,770 $8.1M
Baskin Financial Services Inc. 0.66% Reduce -6.1% 72,409 $7.7M
Federated Hermes, Inc. 0.02% Reduce -8.8% 71,220 $7.6M
Metis Global Partners, LLC 0.24% Add +2.9% 66,274 $7.1M
Country Club Bank 0.47% Reduce -16.0% 64,392 $6.8M
Ravenstone Capital Management Inc. 4.54% Add +0.9% 64,032 $6.8M
Assenagon Asset Management S.A. 0.02% Reduce -3.6% 60,651 $6.5M
Pinnacle Associates Ltd. 0.10% Reduce -0.1% 60,225 $6.4M
Diversified Trust Co. 0.18% Add +1346.9% 60,003 $6.4M
Principal Financial Group Inc. 0.00% Reduce -5.0% 59,100 $6.3M
Bessemer Group Inc. 0.01% No change 58,419 $6.2M
Live Oak Private Wealth LLC 1.06% Reduce -2.3% 57,761 $6.1M
Osaic Holdings, Inc. 0.01% Add +147.7% 56,638 $6.0M
Acadian Asset Management LLC 0.02% Add +32.6% 55,998 $6.0M
Summerhill Capital Management lnc. 4.18% Reduce -4.3% 55,464 $5.9M
Mariner, LLC 0.01% Reduce -0.2% 54,703 $5.8M
United Services Automobile Association 0.14% Add +1.7% 52,146 $5.6M
Hennessy Advisors Inc. 0.21% Reduce -1.9% 51,400 $5.5M
Quantinno Capital Management LP 0.09% Add +84.4% 49,563 $5.3M
Gold Investment Management Ltd. 2.23% Reduce -3.1% 49,515 $5.3M
M&T Bank Corp 0.02% Reduce -12.2% 48,752 $5.2M
UniSuper Management Pty Ltd 0.04% Add +68.3% 33,500 $4.9M
United Capital Financial Advisors, LLC 0.04% Reduce -2.5% 44,020 $4.7M
Candriam S.C.A. 0.03% Reduce -54.5% 43,594 $4.6M
Pacifica Partners Inc. 1.97% Add +1.9% 41,773 $4.6M
Louisbourg Investments Inc. 1.25% Reduce -39.0% 41,958 $4.5M
Lombard Odier Asset Management (Switzerland) SA 0.45% Add +0.5% 41,914 $4.5M
Citadel Advisors 0.00% Add +190.1% 41,542 $4.4M
Quilter Plc 0.10% No change 39,910 $4.2M
Cardinal Capital Management 0.68% Reduce -2.8% 38,167 $4.1M
Corient Private Wealth LP 0.01% Add +24.1% 36,766 $3.9M
Mediolanum International Funds Ltd 0.06% Reduce -57.8% 39,346 $3.9M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -1.9% 36,031 $3.8M
Susquehanna Fundamental Investments, LLC 0.09% New 35,600 $3.8M
Counterweight Ventures, LLC 2.83% No change 35,227 $3.7M
Te Ahumairangi Investment Management Ltd 0.72% Reduce -8.8% 35,040 $3.7M
NewGen Asset Management Ltd 2.28% Reduce -30.0% 35,000 $3.7M
Cerity Partners LLC 0.01% Add +3.1% 34,911 $3.7M
Great Valley Advisor Group, Inc. 0.10% Add +9.9% 33,743 $3.6M
Aristotle Capital Management, LLC 0.01% No change 33,470 $3.6M
Ritholtz Wealth Management 0.12% Add +10.1% 33,183 $3.5M
Shilanski & Associates, Inc. 1.17% Add +0.7% 32,753 $3.5M
Cetera Investment Advisers 0.01% Add +27.9% 32,057 $3.4M
Ninepoint Partners LP 0.37% Reduce -2.4% 31,967 $3.4M
Credit Agricole S A 0.02% Add +435.1% 31,939 $3.4M
Logan Capital Management Inc. 0.15% Reduce -3.7% 31,710 $3.4M
Aspiriant, LLC 0.13% Add +0.4% 30,779 $3.3M
Vanguard Personalized Indexing Management, LLC 0.06% Add +39.3% 29,788 $3.2M
Bridgewater Associates 0.02% New 29,531 $3.1M
Man Group plc 0.01% Add +9.8% 29,395 $3.1M
Americana Partners, LLC 0.25% Add +26.4% 29,363 $3.1M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -2.1% 29,186 $3.1M
Tacita Capital Inc 2.19% Reduce -10.4% 29,118 $3.1M
Laird Norton Wetherby Wealth Management, LLC 0.15% Reduce -2.1% 29,016 $3.1M
Stifel Financial Corp. 0.00% Reduce -3.7% 27,352 $2.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.32% Reduce -48.2% 26,916 $2.9M
Aspen Grove Capital, LLC 0.66% Add +0.3% 26,511 $2.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +1.9% 26,466 $2.8M
Cigna Investments Inc. 0.53% Add +0.8% 26,440 $2.8M
Alkeme Wealth, LLC 1.30% Reduce -2.9% 25,719 $2.7M
Fairfield, Bush & Co. 1.63% Reduce -0.3% 25,551 $2.7M
Harvest Portfolios Group Inc. 0.10% Reduce -13.0% 25,293 $2.7M
Trust Co of the South 0.63% No change 24,818 $2.6M
Signaturefd, LLC 0.05% Add +5.7% 24,396 $2.6M
Wambolt & Associates, LLC 0.75% Add +1.7% 24,233 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.8% 24,082 $2.6M
Whitener Capital Management, Inc. 0.75% Add +0.9% 23,349 $2.5M
Independent Advisor Alliance 0.08% Add +0.8% 23,307 $2.5M
Marshall Wace, LLP 0.00% Reduce -87.1% 22,600 $2.4M
Yousif Capital Management, LLC 0.03% Reduce -7.7% 22,570 $2.4M
RNC Capital Management LLC 0.13% No change 22,562 $2.4M
Blair William & Co. 0.01% Reduce -1.8% 22,558 $2.4M
Twin Tree Management, LP 0.07% Reduce -91.3% 22,306 $2.4M
AMG National Trust Bank 0.06% Add +28.8% 22,234 $2.4M
CFM Wealth Partners LLC 0.42% No change 21,746 $2.3M
Cary Street Partners Investment Advisory LLC 0.09% Reduce -6.5% 21,053 $2.2M
Davis-Rea LTD. 1.10% Reduce -26.3% 20,597 $2.2M
Bridgeway Capital Management, LLC 0.05% No change 20,500 $2.2M
Tremblant Capital Group 0.24% Add +48.4% 19,926 $2.1M
Bogart Wealth, LLC 0.11% No change 19,732 $2.1M
Kestra Advisory Services, LLC 0.01% Add +2.6% 19,694 $2.1M
Level Four Advisory Services, LLC 0.09% Add +25.2% 19,141 $2.0M
Belmont Capital, LLC 0.38% Reduce -62.5% 19,000 $2.0M
Seven Eight Capital, LP 0.21% New 18,643 $2.0M
Capital Investment Advisory Services, LLC 0.20% Add +2.5% 18,404 $2.0M
Old Port Advisors 0.58% Add +0.9% 18,305 $1.9M
Prospera Financial Services Inc 0.05% Reduce -0.5% 17,680 $1.9M
Cresset Asset Management, LLC 0.01% Add +10.5% 17,607 $1.9M
Brown Brothers Harriman & Co. 0.01% Reduce -3.1% 17,532 $1.9M
Colonial Trust Advisors 0.18% Reduce -0.8% 17,452 $1.9M
Applied Capital LLC 1.60% Add +0.6% 17,252 $1.8M
Pinnacle Financial Partners Inc 0.04% Reduce -7.0% 17,158 $1.8M
Orion Porfolio Solutions, LLC 0.02% Add +4.0% 17,152 $1.8M
Orion Portfolio Solutions, LLC 0.02% Add +4.0% 17,152 $1.8M
Sumitomo Life Insurance Co. 0.04% New 16,663 $1.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% New 16,663 $1.8M
Townsquare Capital LLC 0.02% Add +7.5% 16,534 $1.8M
Muirfield Wealth Advisors LLC 1.64% Add +0.6% 16,437 $1.7M
Forum Financial Management, LP 0.03% No change 16,313 $1.7M
Richard P Slaughter Associates Inc 0.41% Add +6.8% 16,293 $1.7M
RFG Advisory, LLC 0.06% Add +0.3% 16,265 $1.7M
Franklin Street Advisors Inc. 0.12% Reduce -10.8% 16,145 $1.7M
KMG Fiduciary Partners, LLC 0.16% Add +4.0% 15,578 $1.7M
Brown Shipley& Co Ltd 0.73% Reduce -1.9% 11,151 $1.6M
Boston Trust Walden Corp 0.01% Reduce -81.2% 15,190 $1.6M
Cordgrass Capital Advisors, LLC 0.51% Add +0.4% 15,159 $1.6M
Qtron Investments LLC 0.23% Add +23.6% 15,134 $1.6M
Blue Trust, Inc. 0.02% Add +0.8% 15,639 $1.6M
Aull & Monroe Investment Management Corp 0.77% Reduce -2.0% 14,649 $1.6M
Clearstead Advisors, LLC 0.03% Add +634.5% 14,580 $1.6M
Sanctuary Advisors, LLC 0.01% — 15,698 $1.5M
Prime Capital Investment Advisors, LLC 0.02% Add +6.2% 14,355 $1.5M
Financial Engines Advisors L.L.C. 0.00% Add +2.8% 14,306 $1.5M
Cubist Systematic Strategies, LLC 0.03% Reduce -44.2% 14,135 $1.5M
First Trust Direct Indexing L.P. 0.09% Add +5.6% 14,129 $1.5M
Mercer Global Advisors Inc. 0.00% Reduce -35.6% 14,092 $1.5M
AlphaStar Capital Management, LLC 0.14% Add +0.0% 14,006 $1.5M
Towne Trust Company, N.A 0.58% Reduce -40.4% 14,000 $1.5M
Sequoia Financial Advisors, LLC 0.02% Add +12.5% 13,916 $1.5M
Pembroke Management, LTD 0.20% Reduce -9.7% 10,108 $1.5M
Prudential Financial Inc. 0.00% New 13,115 $1.4M
Boomfish Wealth Group, LLC 0.87% Add +0.4% 12,707 $1.4M
Global Retirement Partners, LLC 0.04% Reduce -20.1% 12,580 $1.3M
Pacer Advisors, Inc. 0.00% Reduce -1.5% 12,350 $1.3M
Mayfair Advisory Group, LLC 0.89% No change 11,802 $1.3M
DAVENPORT & Co LLC 0.01% Reduce -3.7% 11,860 $1.3M
Independent Solutions Wealth Management, LLC 0.28% Reduce -6.4% 11,657 $1.2M
Donaldson Capital Management, LLC 0.05% Reduce -7.8% 11,630 $1.2M
Edmp, Inc. 1.12% No change 11,622 $1.2M
Great Lakes Retirement, Inc. 0.17% Reduce -1.0% 11,616 $1.2M
Waverly Advisors, LLC 0.02% Add +35.7% 11,578 $1.2M
Ativo Capital Management LLC 1.27% Reduce -0.9% 11,543 $1.2M
Tiaa Trust, National Association 0.00% Reduce -4.7% 11,436 $1.2M
Portland Investment Counsel Inc. 0.43% Reduce -50.0% 11,260 $1.2M
Sowell Financial Services LLC 0.06% Add +1.1% 10,965 $1.2M
Creative Financial Designs Inc. 0.10% Reduce -1.4% 10,929 $1.2M
Quadrant Capital Group LLC 0.09% Add +191.3% 10,861 $1.2M
Gibbs Wealth Management 0.46% Add +1.7% 10,793 $1.1M
Capital Fund Management S.A. 0.01% New 10,608 $1.1M
Rhumbline Advisers 0.00% Reduce -13.3% 10,495 $1.1M
Founders Financial Alliance, LLC 0.33% Reduce -0.4% 10,486 $1.1M
Banque Cantonale Vaudoise 0.04% Reduce -5.9% 10,112 $1.1M
Polar Asset Management Partners Inc. 0.04% New 10,000 $1.1M
Compound Planning, Inc. 0.08% Add +82.4% 9,975 $1.1M
Naples Global Advisors, LLC 0.11% No change 9,947 $1.1M
Baird Financial Group, Inc. 0.00% Reduce -47.0% 9,794 $1.0M
Tower Research Capital LLC (TRC) 0.02% Reduce -46.1% 9,740 $1.0M
Moors & Cabot, Inc. 0.05% Reduce -17.8% 9,691 $1.0M
Syon Capital LLC 0.09% Add +1.5% 9,690 $1.0M
Stephens Inc. 0.02% Reduce -1.4% 9,654 $1.0M
Brown Advisory Inc. 0.00% Add +92.3% 9,316 $991K
Integrated Wealth Concepts LLC 0.01% Reduce -15.3% 9,287 $988K
Leisure Capital Management 0.46% Reduce -0.8% 9,266 $986K
Advisory Resource Group 0.22% Add +5.5% 9,226 $981K
Modera Wealth Management, LLC 0.01% Reduce -0.0% 9,140 $972K
Evergreen Capital Management LLC 0.03% Add +2.1% 8,981 $955K
Tradewinds, LLC. 0.29% New 8,935 $951K
Merit Financial Group, LLC 0.02% Reduce -0.7% 8,855 $942K
Gulf International Bank (UK) Ltd 0.02% Reduce -2.8% 8,806 $937K
Wedbush Securities Inc. 0.03% Reduce -8.5% 8,759 $932K
First Citizens Bank & Trust Co. 0.02% No change 8,725 $928K
Cerro Pacific Wealth Advisors LLC 0.35% — 8,688 $924K
Barclays PLC 0.00% Reduce -76.2% 8,563 $911K
Avantax Advisory Services, Inc. 0.01% Add +60.8% 8,404 $894K
Raymond James Trust N.A. 0.02% Add +9.0% 8,310 $884K
Capital Investment Counsel, Inc 0.13% Add +9.4% 8,257 $878K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -2.0% 9,093 $870K
Sheets Smith Wealth Management 0.10% No change 8,110 $863K
Tandem Investment Advisors, Inc. 0.03% Reduce -10.0% 8,100 $862K
River Wealth Advisors LLC 0.12% Reduce -13.0% 8,093 $861K
LGT Group Foundation 0.01% New 8,062 $858K
Arkadios Wealth Advisors 0.06% Add +11.8% 8,027 $854K
NorthCoast Asset Management LLC 0.01% New 7,976 $851K
Aprio Wealth Management, LLC 0.15% Add +4.1% 7,931 $844K
MML Investors Services, LLC 0.00% Add +2.8% 7,806 $830K
Sage Mountain Advisors LLC 0.08% No change 7,709 $820K
Community Bank, N.A. 0.11% Reduce -13.5% 7,688 $818K
Old North State Trust, LLC 0.70% No change 7,636 $812K
Obermeyer Wealth Partners 0.05% No change 7,611 $810K
CIBC Private Wealth Group LLC 0.00% Reduce -4.9% 7,394 $807K
Hilltop National Bank 0.26% Reduce -0.4% 7,569 $805K
Pathway Financial Advisers, LLC 0.29% Reduce -1.7% 7,561 $802K
Oppenheimer & Co. Inc. 0.01% Reduce -4.6% 7,526 $801K
Focus Partners Advisor Solutions, LLC 0.02% Add +0.7% 7,480 $796K
Brady Family Wealth, LLC 0.25% No change 7,289 $775K
First Manhattan Co. Llc. 0.00% No change 7,280 $774K
Park Avenue Securities LLC 0.01% Add +160.9% 7,225 $769K
Novare Capital Management LLC 0.07% New 6,931 $737K
Advisory Services Network, LLC 0.02% Reduce -3.8% 6,927 $737K
Westover Capital Advisors, LLC 0.19% Reduce -0.6% 6,884 $732K
Checchi Capital Advisers, LLC 0.06% Add +3.0% 6,804 $724K
Kingfisher Capital LLC 0.17% No change 6,655 $708K
Sienna Gestion 0.06% Reduce -89.2% 6,627 $705K
Vise Technologies, Inc. 0.12% Add +25.7% 6,505 $692K
Dynamic Advisor Solutions LLC 0.02% Add +8.7% 6,494 $691K
Midwest Professional Planners, LTD. 0.23% Reduce -4.4% 6,471 $688K
Affinity Capital Advisors, LLC 0.14% No change 6,416 $683K
Welch Group, LLC 0.03% No change 6,390 $680K
Caprock Group, LLC 0.03% New 6,325 $673K
Savant Capital, LLC 0.01% Add +173.3% 6,277 $668K
First National Trust Co 0.03% No change 6,250 $665K
Farther Finance Advisors, LLC 0.03% Add +1.1% 6,271 $665K
Woodard & Co. Asset Management Group Inc. 0.17% No change 6,225 $662K
Patten & Patten Inc. 0.05% Reduce -4.0% 6,080 $647K
Five Oceans Advisors 0.34% Add +0.1% 6,073 $646K
Mission Creek Capital Partners, Inc. 0.16% Reduce -57.2% 6,073 $646K
Private Advisor Group, LLC 0.00% Add +1.8% 6,065 $645K
Rodgers Brothers Inc. 0.09% Add +44.0% 6,050 $644K
Ti-Trust, Inc. 0.49% No change 6,000 $638K
Bleakley Financial Group, LLC 0.02% Add +13.1% 5,991 $637K
Simplicity Wealth,LLC 0.01% Add +13.3% 5,986 $637K
Principal Securities, Inc. 0.02% Add +236.7% 5,859 $623K
Elevation Point Wealth Partners, LLC 0.05% Add +1.6% 5,823 $619K
Legacy Wealth Asset Management, LLC 0.17% Add +1.9% 5,796 $617K
Susquehanna International Group, LLP 0.00% Reduce -10.1% 5,793 $616K
Parallel Advisors, LLC 0.02% Add +6.0% 5,785 $615K
Wagner Wealth Management, LLC 0.18% Add +17.3% 5,721 $609K
Hoylecohen, LLC 0.05% No change 5,700 $606K
Forbes J M & Co. LLP 0.06% No change 5,600 $596K
Sara-Bay Financial 0.24% Add +0.9% 5,531 $588K
Holderness Investments Co. 0.14% No change 5,499 $585K
Asahi Life Asset Management Co., LTD. 0.40% Add +65.2% 5,450 $580K
Schechter Investment Advisors, LLC 0.04% Add +9.2% 5,427 $577K
FORA Capital, LLC 0.07% New 5,388 $573K
Ruggaard & Associates LLC 0.26% No change 5,300 $564K
HB Wealth Management, LLC 0.01% Add +1.9% 5,287 $562K
Salem Investment Counselors Inc. 0.02% No change 5,167 $550K
Wedmont Private Capital 0.03% No change 4,908 $546K
Spirepoint Private Client, LLC 0.08% No change 5,123 $545K
XTX Topco Ltd 0.05% Reduce -45.6% 5,091 $542K
Burney Co./ 0.02% Reduce -1.2% 5,078 $540K
Marble Harbor Investment Counsel, LLC 0.06% No change 5,006 $533K
Arnhold LLC 0.06% Reduce -72.4% 5,000 $532K
Daiwa Securities Group Inc. 0.00% Add +57.1% 4,950 $527K
Calydon Capital 0.09% No change 4,926 $524K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -71.8% 4,901 $522K
DRW Securities, LLC 0.03% New 4,818 $513K
Enterprise Bank & Trust Co 0.17% No change 4,800 $511K
Cobblestone Capital Advisors LLC 0.03% No change 4,768 $507K
BlackDiamond Wealth Management, LLC 0.33% No change 4,654 $506K
Cordatus Wealth Management LLC 0.19% New 4,757 $506K
Mountain Pacific Investment Advisers LLC 0.04% No change 4,749 $505K
Huntington National Bank 0.01% Add +10.5% 4,747 $505K
Centiva Capital, LP 0.02% New 4,736 $504K
West Family Investments, Inc. 0.15% Add +1.7% 4,723 $502K
Gradient Investments LLC 0.01% No change 4,692 $499K
Grayhawk Investment Strategies Inc. 2.23% No change 3,363 $490K
NewEdge Advisors, LLC 0.00% Add +1.5% 4,522 $481K
Natixis 0.00% New 4,471 $476K
Busey Bank 0.02% Reduce -8.5% 4,400 $468K
Buckingham Strategic Wealth, LLC 0.00% Add +9.8% 4,365 $464K
Beverly Hills Private Wealth, LLC 0.10% Reduce -7.0% 4,330 $461K
Bfsg, LLC 0.06% Reduce -8.1% 4,310 $458K
Capital Investment Advisors, LLC 0.01% Add +47.0% 4,294 $457K
AQR Capital Management 0.00% New 4,255 $453K
Atria Investments, Inc 0.01% New 4,190 $446K
Moloney Securities Asset Management, LLC 0.06% No change 4,186 $445K
SpiderRock Advisors, LLC 0.01% New 4,184 $445K
Guggenheim Capital LLC 0.00% Reduce -76.2% 4,096 $436K
D.A. Davidson & Co. 0.00% Add +16.6% 4,073 $432K
Apollon Wealth Management, LLC 0.01% Reduce -0.8% 4,033 $429K
Guardian Financial Partners, LLC 0.28% No change 4,008 $426K
Pinnacle West Asset Management, Inc. 0.33% No change 4,000 $426K
Cullinan Associates Inc. 0.02% No change 4,000 $426K
Headlands Technologies LLC 0.04% New 3,944 $420K
Smith Salley Wealth Management 0.03% Reduce -5.5% 3,905 $415K
Verition Fund Management LLC 0.00% Add +0.3% 3,903 $415K
Summit Asset Management, LLC 0.05% No change 3,845 $409K
Financial Security Advisor, Inc. 0.14% No change 3,842 $409K
Cypress Capital Group 0.05% Reduce -1.0% 3,815 $406K
Legacy Financial Advisors, Inc. 0.07% Add +15.4% 3,803 $405K
Peak Planning Group, LLC 0.20% New 3,799 $404K
Trust Co. of Vermont 0.02% No change 3,766 $401K
PDS Planning, Inc 0.04% Add +2.1% 3,699 $394K
Cwm, LLC 0.00% Add +47.7% 3,677 $391K
Sollinda Capital Management LLC 0.12% Add +2.8% 3,674 $391K
MAI Capital Management 0.00% Add +8.3% 3,658 $389K
First Heartland Consultants, Inc. 0.04% Add +0.9% 3,652 $389K
Roman Butler Fullerton & Co. 0.13% Add +0.5% 3,492 $387K
Community Bank & Trust, Waco, Texas 0.10% New 3,616 $385K
Paloma Partners Management Co 0.04% New 3,600 $383K
Hemenway Trust Co LLC 0.03% Reduce -6.8% 3,540 $377K
Geneos Wealth Management Inc. 0.02% No change 3,536 $376K
Kathmere Capital Management, LLC 0.04% Add +18.2% 3,524 $375K
Compagnie Lombard Odier SCmA 0.01% No change 3,500 $373K
Chemistry Wealth Management LLC 0.10% Reduce -12.6% 3,490 $371K
Callan Capital, LLC 0.03% Add +25.4% 3,490 $371K
Tobam 0.06% No change 2,546 $371K
Argent Trust Co 0.02% No change 3,481 $370K
Certified Advisory Corp 0.05% Add +0.2% 3,480 $370K
First Affirmative Financial Network 0.25% Reduce -10.7% 3,448 $367K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +1.1% 3,438 $366K
Chemung Canal Trust Co. 0.07% Reduce -4.3% 3,427 $365K
Fiduciary Trust Co 0.01% No change 3,414 $363K
Magnolia Capital Management Ltd. 0.30% No change 3,370 $359K
Summit Financial, LLC 0.02% Add +8.9% 3,361 $358K
Clarius Group, LLC 0.03% Reduce -27.2% 3,360 $357K
Armor Investment Advisors, LLC 0.16% Reduce -5.1% 3,346 $356K
Kestra Private Wealth Services, LLC 0.01% Add +12.0% 3,312 $352K
Kingsview Wealth Management, LLC 0.01% New 3,296 $351K
Rwa Wealth Partners, LLC 0.00% No change 3,283 $349K
Advisors Asset Management, Inc. 0.01% Add +11.1% 3,282 $349K
Wealth Group, Ltd. 0.25% No change 3,275 $348K
Ballentine Partners, LLC 0.01% New 3,221 $343K
Fifth Third Bancorp 0.00% No change 3,212 $342K
World Investment Advisors 0.02% Add +1.5% 3,171 $337K
Colonial Trust Co / SC 0.06% Reduce -1.1% 3,159 $336K
Alera Investment Advisors, LLC 0.04% New 3,157 $336K
Edge Capital Group, LLC 0.02% No change 3,155 $336K
Envestnet Portfolio Solutions, Inc. 0.00% Add +12.4% 3,067 $326K
Nicholas Hoffman & Company, LLC. 0.02% No change 3,051 $325K
First Personal Financial Services 0.07% Reduce -14.1% 3,047 $324K
Aviance Capital Partners, LLC 0.05% Add +1.4% 3,032 $323K
MGB Wealth Management, LLC 0.12% No change 2,895 $322K
OmniStar Financial Group, Inc. 0.29% Reduce -4.0% 3,026 $322K
Lazard Asset Management LLC 0.00% New 3,000 $319K
Glenmede Trust Co. NA 0.00% Reduce -32.7% 2,992 $318K
Sivia Capital Partners, LLC 0.21% Add +22.7% 2,943 $313K
Excalibur Management Corp. 0.13% Reduce -0.9% 2,896 $308K
Westwood Holdings Group Inc. 0.00% No change 2,875 $306K
Canopy Partners, LLC 0.14% Reduce -2.9% 2,872 $306K
Waterloo Capital, L.P. 0.04% Add +0.3% 2,869 $305K
Cutler Investment Counsel LLC 0.04% Add +14.3% 2,837 $302K
Vident Advisory, LLC 0.01% Add +39.8% 2,835 $302K
Laurel Wealth Advisors LLC 0.05% No change 2,825 $301K
Shoker Investment Counsel, Inc. 0.11% No change 2,812 $299K
Triangle Securities Wealth Management 0.08% Reduce -27.1% 2,800 $298K
Phillips Wealth Planners LLC 0.31% Reduce -0.8% 2,679 $297K
T. Rowe Price Associates Inc. 0.00% No change 2,770 $295K
Legacy Capital Group California, Inc. 0.10% Add +7.0% 2,736 $291K
Whittier Trust Co. 0.00% Add +6.7% 2,711 $288K
Drive Wealth Management, LLC 0.08% Add +1.6% 2,707 $288K
EP Wealth Advisors, LLC 0.00% Reduce -11.4% 2,705 $288K
Riverview Trust Co 0.27% No change 2,653 $282K
Howe & Rusling Inc. 0.03% No change 2,643 $281K
Quadrant Private Wealth Management, LLC 0.06% Add +13.5% 2,611 $278K
Cannell & Spears LLC 0.01% No change 2,611 $278K
Millennium Management 0.00% Reduce -97.2% 2,598 $276K
Harbour Investments, Inc. 0.01% Add +7.3% 2,591 $276K
Centaurus Financial, Inc. 0.02% No change 2,560 $272K
Bray Capital Advisors 0.07% No change 2,550 $271K
Squarepoint Ops LLC 0.00% Reduce -91.4% 2,526 $269K
SG Americas Securities, LLC 0.00% New 1,865 $268K
Patriot Investment Management Group, Inc. 0.02% No change 2,519 $268K
J. L. Bainbridge & Co., Inc. 0.03% No change 2,500 $266K
Lowe Brockenbrough & Co. Inc. 0.02% Reduce -2.0% 2,500 $266K
Cromwell Holdings LLC 0.16% — 2,442 $260K
Firestone Capital Management 0.07% No change 2,434 $259K
GQG Partners LLC 0.00% New 2,433 $259K
CVA Family Office, LLC 0.05% No change 2,423 $258K
Silver Oak Securities, Incorporated 0.04% New 2,423 $258K
Tompkins Financial Corp. 0.03% No change 2,400 $255K
OneDigital Investment Advisors LLC 0.00% New 2,393 $255K
Angeles Investment Advisors, LLC 0.01% New 2,330 $248K
Transcend Capital Advisors, LLC 0.02% Add +6.2% 2,322 $247K
Kanawha Capital Management LLC 0.02% No change 2,305 $245K
Galvin, Gaustad & Stein, LLC 0.02% No change 2,298 $244K
CENTRAL TRUST Co 0.01% Reduce -12.4% 2,287 $243K
Pinebridge Investments, L.P. 0.00% Reduce -61.9% 1,666 $243K
Tuttle Capital Management, LLC 1.44% New 2,205 $241K
LBMC Investment Advisors, LLC 0.02% No change 2,254 $240K
Nichols & Pratt Advisers LLP 0.02% New 2,252 $240K
West Oak Capital, LLC 0.10% No change 2,248 $239K
GYL Financial Synergies, LLC 0.02% Add +1.7% 2,247 $239K
Florida Trust Wealth Management Co 0.01% No change 2,241 $238K
SVB Wealth LLC 0.01% Add +11.9% 2,235 $238K
Stonebridge Capital Advisors LLC 0.02% Reduce -4.8% 2,206 $235K
Beacon Bank & Trust 0.06% New 2,199 $234K
Certuity, LLC 0.02% Add +5.1% 2,177 $232K
Fiduciary Group, LLC 0.02% No change 2,158 $230K
Keybank National Association 0.00% Add +1.4% 2,151 $229K
Ethic Inc. 0.01% New 2,123 $226K
Empower Advisory Group, LLC 0.00% Reduce -11.3% 2,123 $226K
Clarkston Capital Partners, LLC 0.00% No change 2,106 $224K
West Coast Financial LLC 0.03% Reduce -4.9% 2,095 $223K
Frank, Rimerman Advisors LLC 0.02% New 2,070 $220K
Mission Wealth Management, LP 0.01% Add +0.3% 2,064 $220K
Stiles Financial Services Inc 0.08% Reduce -2.5% 2,063 $219K
Lido Advisors, LLC 0.00% Reduce -10.1% 2,057 $219K
Johnson Investment Counsel Inc. 0.00% No change 2,044 $217K
Ieq Capital, LLC 0.00% New 2,029 $216K
Klingenstein Fields & Co. LP 0.01% No change 2,015 $214K
Carr Financial Group Corp 0.07% No change 2,014 $214K
Fiduciary Financial Group, LLC 0.05% — 1,936 $214K
Mather Group, Llc. 0.00% Add +337.5% 2,113 $213K
Macquarie Group Ltd. 0.00% No change 2,000 $213K
Peak Asset Management, LLC 0.04% No change 2,000 $213K
Good Life Advisors, LLC 0.02% Add +0.1% 1,986 $211K
Lindbrook Capital, LLC 0.02% Add +7.0% 1,981 $211K
IFP Advisors, Inc 0.01% Add +0.4% 1,974 $210K
TD Private Client Wealth LLC 0.01% Reduce -19.4% 1,960 $209K
Choreo, LLC 0.00% New 1,955 $208K
LexAurum Advisors, LLC 0.05% New 1,950 $207K
Magnus Financial Group LLC 0.02% New 1,920 $204K
Capstone Investment Advisors, LLC 0.01% New 1,897 $202K
Raleigh Capital Management Inc. 0.09% Add +0.8% 1,891 $201K
Arkos Global Advisors 0.03% New 1,885 $201K
Carson Advisory Inc. 0.14% New 1,885 $201K
Allworth Financial LP 0.00% Add +23.8% 1,763 $196K
Investors Research Corp 0.04% No change 1,800 $191K
Avior Wealth Management, LLC 0.01% No change 1,780 $189K
Caldwell Trust Co 0.02% Add +21.0% 1,505 $160K
SOA Wealth Advisors, LLC. 0.03% No change 1,475 $157K
EverSource Wealth Advisors, LLC 0.01% Add +23.3% 1,341 $150K
Hexagon Capital Partners LLC 0.03% Add +8.8% 1,380 $147K
Rothschild Investment LLC 0.01% No change 1,350 $144K
CarsonAllaria Wealth Management, Ltd. 0.08% No change 1,164 $124K
Garde Capital, Inc. 0.01% No change 1,107 $118K
Stonehage Fleming Financial Services Holdings Ltd 0.00% New 1,080 $115K
Walleye Capital LLC 0.00% Reduce -93.8% 1,077 $115K
MassMutual Private Wealth & Trust, FSB 0.00% Add +38.6% 1,070 $114K
Rowlandmiller & Partners.adv 0.02% No change 1,042 $111K
Steward Partners Investment Advisory, LLC 0.00% No change 1,011 $108K
Assetmark, Inc. 0.00% Add +183.2% 1,008 $107K
Westside Investment Management, Inc. 0.02% No change 1,000 $106K
Spire Wealth Management 0.00% Reduce -25.2% 955 $102K
BNP Paribas Financial Markets 0.00% Add +1177.8% 920 $98K
UMB Bank, n.a. 0.00% No change 910 $97K
Ancora Advisors LLC 0.00% No change 906 $96K
Institutional & Family Asset Management, LLC 0.01% Add +0.7% 894 $95K
Rosenberg Matthew Hamilton 0.03% Add +9.8% 896 $95K
Harbor Investment Advisory, LLC 0.01% No change 892 $95K
Addison Advisors LLC 0.03% Add +62.5% 863 $92K
State of Wyoming 0.01% New 854 $91K
Allspring Global Investments Holdings, LLC 0.00% No change 852 $91K
Householder Group Estate & Retirement Specialist, LLC 0.02% No change 753 $80K
Janiczek Wealth Management, LLC 0.02% No change 733 $78K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Reduce -13.4% 704 $75K
Horizon Financial Services, LLC 0.05% No change 700 $74K
Cornerstone Planning Group LLC 0.02% Add +1970.6% 704 $74K
Kozak & Associates, Inc. 0.02% No change 649 $71K
TFC Financial Management, Inc. 0.01% No change 663 $71K
Heritage Wealth Advisors 0.00% No change 600 $64K
WASHINGTON TRUST Co 0.00% No change 580 $62K
First Horizon Advisors, Inc. 0.00% Add +12.7% 531 $56K
Nisa Investment Advisors, LLC 0.00% Add +293.8% 508 $54K
SWS Partners 0.02% New 507 $54K
Cullen/Frost Bankers, Inc. 0.00% No change 500 $53K
Providence Capital Advisors, LLC 0.01% Add +7.8% 499 $53K
Plante Moran Financial Advisors, LLC 0.01% No change 474 $50K
Ogorek Anthony Joseph /NY/ 0.02% No change 425 $45K
Concord Wealth Partners 0.01% No change 412 $44K
JFS Wealth Advisors, LLC 0.00% No change 405 $43K
Capital Advisors, Ltd. LLC 0.01% No change 404 $43K
Caldwell Sutter Capital, Inc. 0.02% No change 375 $40K
Hollencrest Capital Management 0.00% No change 368 $39K
JTC Employer Solutions Trustee Ltd 0.00% Reduce -96.0% 374 $39K
Blue Bell Private Wealth Management, LLC 0.01% No change 345 $37K
Park Place Capital Corp 0.01% No change 344 $37K
HM Payson & Co. 0.00% No change 342 $36K
Private Trust Co. NA 0.00% No change 340 $36K
Bruce G. Allen Investments, LLC 0.03% Add +24.4% 337 $36K
Ashton Thomas Private Wealth, LLC 0.00% New 313 $33K
Delta Asset Management LLC 0.00% No change 300 $32K
Bartlett & Co. Wealth Management LLC 0.00% No change 300 $32K
Financial Management Professionals, Inc. 0.00% No change 286 $30K
Optimum Investment Advisors 0.01% No change 265 $28K
Zions Bancorporation, N.A. 0.00% Reduce -22.3% 265 $28K
Capital Analysts, LLC 0.00% Add +0.8% 257 $27K
Ridgewood Investments LLC 0.01% New 250 $27K
Salomon & Ludwin, LLC 0.00% Reduce -8.2% 234 $25K
Richardson Financial Services Inc. 0.02% New 210 $22K
Missouri Trust & Investment Co 0.01% No change 200 $21K
Baldwin Wealth Partners LLC 0.00% No change 200 $21K
FinTrust Capital Advisors, LLC 0.00% No change 182 $19K
Smartleaf Asset Management LLC 0.00% Add +152.3% 164 $17K
JNBA Financial Advisors 0.00% No change 160 $17K
Asset Dedication, LLC 0.00% New 148 $16K
Frazier Financial Advisors, LLC 0.01% Add +81.1% 134 $14K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 125 $13K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -16.1% 125 $13K
Penserra Capital Management LLC 0.00% No change 114 $12K
Whittier Trust Co. of Nevada Inc. 0.00% No change 107 $11K
Foster Dykema Cabot & Partners, LLC 0.00% No change 103 $11K
Hoese & Co LLP 0.01% No change 100 $11K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 100 $11K
Key Financial Inc 0.00% No change 100 $11K
Arrow Financial Corp 0.00% No change 100 $11K
SouthState Bank Corp 0.00% No change 100 $11K
ORG Partners LLC 0.00% New 93 $10K
MCF Advisors LLC 0.00% No change 90 $10K
Wolff Wiese Magana LLC 0.01% No change 75 $8K
Glen Eagle Advisors, LLC 0.00% No change 74 $8K
Carolinas Wealth Consulting LLC 0.00% Add +5.9% 72 $8K
Exchange Traded Concepts, LLC 0.00% Add +29.1% 71 $8K
Clear Investment Research, LLC 0.01% No change 67 $7K
Continuum Advisory, LLC 0.00% Reduce -19.5% 66 $7K
Bell Investment Advisors, Inc 0.00% No change 61 $6K
Pacific Center for Financial Services 0.00% No change 60 $6K
Transamerica Financial Advisors, LLC 0.00% No change 54 $6K
Annapolis Financial Services, LLC 0.00% No change 53 $6K
Sandy Spring Bank 0.00% New 53 $6K
Highline Wealth Partners LLC 0.00% New 48 $5K
Coston, McIsaac & Partners 0.00% No change 50 $5K
Raffa Wealth Management, LLC 0.00% No change 43 $5K
Creekmur Asset Management LLC 0.00% New 37 $4K
Western Pacific Wealth Management, LP 0.00% Reduce -91.8% 33 $4K
Venturi Wealth Management, LLC 0.00% New 32 $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
Flputnam Investment Management Co. 0.00% New 25 $3K
Opal Wealth Advisors, LLC 0.00% New 24 $3K
LRI Investments, LLC 0.00% No change 22 $2K
Redwood Wealth Management Group, LLC 0.00% New 20 $2K
Versant Capital Management, Inc 0.00% No change 20 $2K
New England Capital Financial Advisors LLC 0.00% No change 17 $2K
Brown Financial Advisors 0.00% — 16 $2K
Sunbelt Securities, Inc. 0.00% No change 11 $1K
Jones Financial Companies LLLP 0.00% New 9 $957
GAMMA Investing LLC 0.00% No change 6 $638
Leonteq Securities AG 0.00% New 3 $319
Caitlin John, LLC 0.00% No change 2 $213

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