Royal Bank of CanadaRY

13F holders, Q3 2024 (September 30)
723holders +49
83new positions
35sold out
6famous investors
$124.67avg. 13F price*

At the end of Q3 2024, 723 institutions reported holding Royal Bank of Canada (RY) in their 13F filings, up 49 from Q2 2024. 83 opened new positions and 35 sold out. The largest holders were Royal Bank of Canada ($9.3B), Bank of Montreal ($8.8B) and Vanguard Group Inc. ($7.2B). 6 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions83$128.2M
Exits35$25.7M

All 13F filers, Q2 2024 → Q3 2024: 31,641,345 shares bought and 32,807,867 shares sold, net −1,166,522 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 723 holders

Royal Bank of Canada 2.07% Reduce -1.4% 74,450,503 $9.3B
Bank of Montreal 4.11% Reduce -6.3% 70,698,199 $8.8B
Vanguard Group Inc. 0.13% Add +1.9% 58,078,574 $7.2B
Cibc World Market Inc. 8.90% Reduce -9.1% 31,679,933 $4.0B
TD Asset Management Inc 3.44% Reduce -2.7% 31,279,442 $3.9B
Mackenzie Financial Corp. 4.27% Reduce -2.2% 24,610,587 $3.1B
FIL Ltd 2.70% Add +2.8% 23,852,268 $3.0B
Norges Bank 0.35% Add +1.3% 20,168,870 $2.5B
Bank of Nova Scotia 4.61% Reduce -19.7% 18,239,660 $2.3B
1832 Asset Management L.P. 3.82% Add +1.2% 18,248,913 $2.3B
FMR LLC 0.14% Add +75.8% 17,866,021 $2.2B
National Bank of Canada 2.81% Reduce -16.5% 16,894,137 $2.1B
Toronto Dominion Bank 3.51% Reduce -2.9% 15,937,959 $2.0B
CIBC Asset Management Inc 5.54% Add +0.9% 13,622,472 $1.7B
Federation des caisses Desjardins du Quebec 7.67% Add +7.9% 12,447,185 $1.6B
Goldman Sachs Group Inc. 0.30% Add +18.2% 12,381,172 $1.5B
Manufacturers Life Insurance Company, The 1.33% Reduce -1.1% 11,995,500 $1.5B
Connor, Clark & Lunn Investment Management Ltd. 6.17% Add +0.1% 10,191,175 $1.3B
Beutel, Goodman & Co Ltd. 5.75% Reduce -2.2% 9,330,307 $1.2B
Capital World Investors 0.17% Reduce -0.3% 8,744,193 $1.1B
Scotia Capital Inc. 5.82% Reduce -0.2% 8,721,586 $1.1B
Wellington Management Group LLP 0.18% Reduce -29.2% 8,115,012 $1.0B
Legal & General Group Plc 0.26% Reduce -0.3% 8,055,286 $1.0B
Bank of America Corp. 0.07% Add +103.6% 6,617,067 $825.3M
Geode Capital Management, LLC 0.07% Add +9.3% 6,390,914 $805.6M
JPMorgan Chase & Co. 0.06% Reduce -8.6% 6,338,508 $790.6M
GQG Partners LLC 1.13% Add +236048.4% 5,745,490 $717.9M
TD Waterhouse Canada Inc. 5.54% Reduce -0.4% 5,534,465 $682.5M
Fiera Capital Corp 1.79% Add +3.7% 4,759,385 $594.8M
Invesco Ltd. 0.09% Add +2.7% 3,616,731 $451.1M
Alberta Investment Management Corp 4.05% Reduce -8.0% 3,568,517 $445.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 2.64% Reduce -15.8% 3,525,100 $439.9M
Charles Schwab Investment Management Inc. 0.08% Add +3.6% 3,483,591 $435.3M
Morgan Stanley 0.03% Reduce -12.2% 3,358,716 $418.9M
Canada Pension Plan Investment Board 0.37% Reduce -33.5% 3,102,502 $387.7M
Healthcare of Ontario Pension Plan Trust Fund 0.88% Add +160.3% 2,896,755 $361.5M
Massachusetts Financial Services Co. 0.10% Reduce -2.5% 2,711,602 $338.2M
Franklin Resources Inc. 0.10% Reduce -0.5% 2,674,766 $336.9M
Agf Management Ltd. 1.62% Reduce -7.1% 2,258,380 $317.0M
Caisse de depot et placement du Quebec 0.58% Add +18.2% 2,336,354 $291.9M
Dimensional Fund Advisors LP 0.07% Add +0.2% 2,166,582 $270.2M
JARISLOWSKY, FRASER Ltd 1.45% Reduce -0.9% 2,071,506 $258.8M
Letko, Brosseau & Associates Inc. 4.16% Reduce -5.3% 1,837,342 $229.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -10.1% 1,808,197 $225.5M
Clearbridge Investments, LLC 0.17% Reduce -1.8% 1,702,575 $210.6M
Guardian Capital LP 7.56% Reduce -9.8% 1,649,821 $206.1M
Nuveen Asset Management, LLC 0.06% Reduce -0.2% 1,643,435 $205.3M
Amundi 0.07% Add +13.6% 1,588,359 $193.5M
Deutsche Bank AG 0.08% Add +27.9% 1,493,812 $186.3M
Arrowstreet Capital, Limited Partnership 0.15% Add +160.3% 1,409,880 $175.9M
Mufg Securities (canada), LTD. 7.02% Add +67.7% 1,255,956 $157.0M
Scheer, Rowlett & Associates Investment Management Ltd. 10.70% Reduce -1.3% 1,229,055 $153.4M
Bank of New York Mellon Corp 0.03% Reduce -3.1% 1,213,052 $151.3M
Canoe Financial LP 3.62% Reduce -5.9% 1,214,397 $150.8M
BlackRock, Inc. 0.00% — 1,177,136 $146.8M
Cardinal Capital Management, Inc. 6.04% Reduce -0.9% 1,172,565 $146.5M
Korea Investment CORP 0.34% Reduce -1.6% 1,133,101 $141.6M
OMERS ADMINISTRATION Corp 1.29% Reduce -0.1% 1,124,785 $140.5M
Addenda Capital Inc. 4.70% Reduce -2.1% 780,459 $131.7M
CANADA LIFE ASSURANCE Co 0.21% Add +3.5% 979,193 $122.3M
DekaBank Deutsche Girozentrale 0.22% Reduce -10.1% 945,161 $116.6M
Russell Investments Group, Ltd. 0.17% Add +1.3% 921,663 $115.1M
Alliancebernstein L.P. 0.04% Reduce -25.7% 874,444 $109.1M
Dixon Mitchell Investment Counsel Inc. 4.65% Add +2.5% 817,838 $102.2M
State of Tennessee, Department of Treasury 0.36% Add +0.3% 809,125 $101.1M
Regions Financial Corp. 0.71% No change 793,651 $99.0M
Aviva PLC 0.24% Add +2.4% 741,557 $92.6M
HSBC Holdings PLC 0.06% Add +830.3% 738,197 $91.9M
Northern Trust Corp. 0.01% Add +1.7% 681,379 $85.0M
UBS Group AG 0.02% Add +32.0% 668,673 $83.4M
Bank of Nova Scotia Trust Co. 8.42% Reduce -0.1% 665,186 $83.0M
Burgundy Asset Management Ltd. 0.81% Reduce -0.0% 651,512 $81.3M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 8.26% Reduce -3.2% 606,169 $75.7M
J. Safra Sarasin Holding AG 1.27% Reduce -4.0% 585,108 $73.1M
Cidel Asset Management Inc. 5.05% Add +3.3% 572,071 $71.5M
Clark Capital Management Group, Inc. 0.47% Add +51.4% 553,202 $69.0M
Pictet Asset Management Holding SA 0.07% Add +2.6% 534,882 $67.0M
QV Investors Inc. 5.76% Reduce -11.3% 521,401 $65.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.19% Add +3.6% 519,538 $64.9M
Guardian Capital Advisors LP 6.25% Add +1.4% 512,794 $63.4M
UniSuper Management Pty Ltd 0.47% Add +998.2% 367,900 $62.1M
Miller Howard Investments Inc. 1.91% Reduce -1.7% 495,687 $61.8M
Nexus Investment Management ULC 5.78% Reduce -2.6% 471,270 $58.9M
Van Lanschot Kempen Investment Management N.V. 0.58% Reduce -2.8% 338,535 $57.1M
Northwest & Ethical Investments L.P. 1.41% Reduce -10.1% 429,016 $53.6M
First Trust Advisors LP 0.05% Reduce -11.1% 416,820 $52.0M
Fisher Asset Management 0.02% Add +34.9% 411,904 $51.4M
Cumberland Partners Ltd 3.54% Add +1.3% 408,530 $51.0M
AXA S.A. 0.15% Reduce -42.7% 391,367 $48.8M
MUFG Securities EMEA plc 1.87% Reduce -1.8% 269,999 $45.6M
Lanark Financial, Inc. 3.78% Reduce -0.1% 360,806 $45.0M
Montrusco Bolton Investments Inc. 0.47% Reduce -65.7% 357,999 $44.7M
Capital Research Global Investors 0.01% Add +0.1% 345,536 $43.1M
Raymond James & Associates 0.03% Add +1.0% 344,553 $43.0M
Forsta Ap-Fonden 0.33% Add +10.6% 343,500 $42.9M
Public Employees Retirement System of Ohio 0.18% New 336,727 $42.1M
Envestnet Asset Management Inc. 0.01% Add +1.6% 330,713 $41.2M
Value Partners Investments Inc. 3.25% Reduce -34.5% 321,138 $40.2M
O'shaughnessy Asset Management, LLC 0.36% Add +7.0% 320,364 $40.1M
Varma Mutual Pension Insurance Co 0.32% New 331,529 $40.0M
Triasima Portfolio Management inc. 8.78% Reduce -64.1% 312,914 $39.1M
Citigroup Inc. 0.04% Add +14.8% 311,146 $38.9M
Intact Investment Management Inc. 1.29% Reduce -53.1% 310,340 $38.7M
Mn Services Vermogensbeheer B.V. 0.27% Reduce -4.2% 304,600 $38.1M
Rathbones Group PLC 0.18% Reduce -0.6% 280,471 $35.0M
Nicola Wealth Management LTD. 2.46% Reduce -7.7% 183,635 $31.0M
Ameriprise Financial Inc. 0.01% Add +2.4% 215,061 $30.1M
Rockefeller Capital Management L.P. 0.08% Add +4.5% 239,939 $29.9M
Allianz Asset Management GmbH 0.05% Add +3.2% 233,017 $29.1M
Neuberger Berman Group LLC 0.02% Add +0.8% 225,660 $28.2M
USS Investment Management Ltd 0.20% No change 223,082 $27.8M
Rempart Asset Management Inc. 5.16% Reduce -1.8% 220,199 $27.8M
Pathstone Holdings, LLC 0.12% Reduce -7.0% 216,345 $27.0M
American Century Companies Inc. 0.02% Add +5.4% 211,701 $26.4M
Creative Planning 0.03% Add +6.4% 211,411 $26.4M
Godsey & Gibb, Inc. 2.45% Add +1.6% 205,024 $25.6M
Aviso Financial Inc. 1.25% Add +4.2% 202,760 $25.3M
Wells Fargo & Company 0.01% Reduce -38.3% 192,774 $24.0M
Hillsdale Investment Management Inc. 1.84% Add +2.8% 191,224 $23.9M
Skandinaviska Enskilda Banken AB (publ) 0.11% Reduce -45.6% 186,091 $23.3M
Public Sector Pension Investment Board 0.13% Add +0.3% 185,374 $23.2M
K.J. Harrison & Partners Inc 3.41% Add +5.9% 180,577 $22.6M
Unigestion Holding SA 0.99% Add +98.2% 164,645 $20.5M
Utah Retirement Systems 0.22% Add +0.1% 157,891 $19.7M
Citadel Advisors 0.02% Add +274.8% 155,715 $19.4M
Investment Management Corp of Ontario 0.42% Reduce -2.9% 151,135 $18.9M
Janus Henderson Group PLC 0.01% Add +4.9% 148,580 $18.6M
Raymond James Financial Services Advisors, Inc. 0.02% Add +0.9% 138,458 $17.3M
Crossmark Global Holdings, Inc. 0.30% Reduce -21.9% 135,318 $16.9M
DORCHESTER WEALTH MANAGEMENT Co 3.01% Reduce -37.9% 133,700 $16.5M
Claret Asset Management Corp 2.60% Reduce -1.5% 127,152 $15.9M
Ossiam 0.30% Add +29.1% 124,082 $15.5M
Natixis Advisors, LLC 0.03% Add +3.9% 122,223 $15.2M
Royal London Asset Management Ltd. 0.04% No change 120,128 $15.0M
LPL Financial LLC 0.01% Reduce -0.1% 117,913 $14.7M
Truist Financial Corp. 0.02% Add +15.3% 117,454 $14.7M
Lorne Steinberg Wealth Management Inc. 4.06% Add +8.0% 112,576 $14.1M
HighTower Advisors, LLC 0.02% Add +0.0% 104,636 $13.0M
American Assets Investment Management, LLC 1.13% No change 103,500 $12.9M
Intech Investment Management LLC 0.14% Reduce -18.2% 102,726 $12.8M
Shikiar Asset Management Inc. 3.70% No change 102,657 $12.8M
Captrust Financial Advisors 0.04% Reduce -0.0% 102,063 $12.7M
M. Kulyk & Associates, LLC 2.50% Reduce -7.5% 99,722 $12.4M
Commonwealth Equity Services, LLC 0.02% Reduce -5.5% 99,295 $12.4M
Bragg Financial Advisors, Inc 0.50% Reduce -1.4% 96,773 $12.1M
Ensign Peak Advisors, Inc 0.02% Add +0.5% 92,981 $11.9M
Heathbridge Capital Management Ltd. 4.34% No change 91,500 $11.4M
Onex Canada Asset Management Inc. 1.28% Reduce -14.9% 87,973 $11.0M
Vontobel Holding Ltd. 0.04% No change 87,964 $11.0M
Palisade Asset Management, LLC 1.07% Reduce -5.0% 87,999 $11.0M
Lombard Odier Asset Management (Switzerland) SA 0.91% Add +11.0% 46,514 $10.9M
US Bancorp \de 0.01% Add +0.3% 86,594 $10.8M
Voloridge Investment Management, LLC 0.04% Reduce -57.9% 85,100 $10.6M
Ilmarinen Mutual Pension Insurance Co 0.11% No change 84,249 $10.5M
PNC Financial Services Group, Inc. 0.01% Add +6.3% 84,045 $10.5M
Marshall Wace, LLP 0.01% Add +270.0% 83,630 $10.4M
JCIC Asset Management Inc. 4.27% Add +4.3% 83,412 $10.4M
Maryland State Retirement & Pension System 0.22% Add +1.4% 83,320 $10.4M
Janney Montgomery Scott LLC 0.03% Reduce -1.7% 80,436 $10.0M
PCJ Investment Counsel Ltd. 3.07% Add +2.7% 77,830 $9.7M
Diversified Trust Co. 0.24% Add +27.5% 76,499 $9.5M
APG Asset Management N.V. 0.06% Reduce -49.0% 83,901 $9.4M
Bridgewater Associates 0.05% Add +150.7% 74,025 $9.2M
Altrius Capital Management Inc 2.29% Reduce -4.4% 73,311 $9.1M
Erste Asset Management GmbH 0.11% Add +0.0% 70,600 $8.8M
Federated Hermes, Inc. 0.02% Reduce -3.2% 68,971 $8.6M
Metis Global Partners, LLC 0.25% Reduce -2.0% 64,974 $8.1M
Ravenstone Capital Management Inc. 4.79% Reduce -0.6% 63,667 $8.0M
Waratah Capital Advisors Ltd. 0.46% Reduce -44.5% 62,282 $7.8M
Mariner, LLC 0.01% Add +7.6% 58,868 $7.3M
Bessemer Group Inc. 0.01% No change 58,419 $7.3M
Live Oak Private Wealth LLC 1.17% Reduce -0.3% 57,576 $7.2M
Summerhill Capital Management lnc. 4.82% Add +1.4% 56,261 $7.0M
Quantinno Capital Management LP 0.09% Add +9.6% 54,316 $6.8M
Principal Financial Group Inc. 0.00% Reduce -10.0% 53,200 $6.6M
Campbell & CO Investment Adviser LLC 0.48% New 51,847 $6.5M
Hennessy Advisors Inc. 0.21% No change 51,400 $6.4M
Country Club Bank 0.42% Reduce -21.3% 50,687 $6.3M
Pinnacle Associates Ltd. 0.10% Add +0.7% 60,645 $6.1M
M&T Bank Corp 0.02% Reduce -1.1% 48,196 $6.0M
United Services Automobile Association 0.15% Reduce -10.8% 46,510 $5.8M
Assenagon Asset Management S.A. 0.01% Reduce -24.6% 45,733 $5.7M
Baskin Financial Services Inc. 0.47% Reduce -37.0% 45,599 $5.7M
Cubist Systematic Strategies, LLC 0.08% Add +217.9% 44,935 $5.6M
Gold Investment Management Ltd. 2.27% Reduce -12.1% 43,534 $5.4M
Cerity Partners LLC 0.01% Add +24.6% 43,487 $5.4M
Osaic Holdings, Inc. 0.01% Reduce -23.7% 43,230 $5.4M
Jane Street Group, LLC 0.01% Reduce -94.4% 42,742 $5.3M
Candriam S.C.A. 0.03% Reduce -3.0% 42,286 $5.3M
United Capital Financial Advisors, LLC 0.04% Reduce -5.0% 41,799 $5.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -76.2% 41,643 $5.2M
Pacifica Partners Inc. 2.11% Reduce -2.4% 40,788 $5.1M
Cardinal Capital Management 0.74% Add +0.5% 38,351 $4.8M
Twin Tree Management, LP 0.11% Add +66.7% 37,183 $4.6M
Acadian Asset Management LLC 0.01% Reduce -34.5% 36,700 $4.6M
Corient Private Wealth LP 0.01% Reduce -0.6% 36,545 $4.6M
Ritholtz Wealth Management 0.14% Add +10.1% 36,529 $4.6M
Louisbourg Investments Inc. 1.14% Reduce -14.0% 36,083 $4.5M
Quilter Plc 0.09% Reduce -11.1% 35,490 $4.4M
Te Ahumairangi Investment Management Ltd 0.78% Add +1.4% 35,540 $4.4M
Focus Partners Wealth 0.01% Reduce -91.9% 35,226 $4.4M
Counterweight Ventures, LLC 3.11% No change 35,227 $4.4M
Cetera Investment Advisers 0.01% Add +8.9% 34,920 $4.4M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -3.7% 34,712 $4.3M
Aristotle Capital Management, LLC 0.01% No change 33,470 $4.2M
Vanguard Personalized Indexing Management, LLC 0.07% Add +12.1% 33,396 $4.2M
Logan Capital Management Inc. 0.17% Add +4.1% 33,003 $4.1M
Tacita Capital Inc 2.68% Add +12.7% 32,818 $4.1M
Credit Agricole S A 0.02% Add +2.0% 32,569 $4.1M
Shilanski & Associates, Inc. 1.30% Reduce -2.1% 32,073 $4.0M
Capital Fund Management S.A. 0.04% Add +198.0% 31,608 $3.9M
Wealth Enhancement Advisory Services, LLC 0.01% Add +5.7% 30,849 $3.8M
Aspiriant, LLC 0.15% Reduce -0.2% 30,708 $3.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +14.1% 30,184 $3.8M
ExodusPoint Capital Management, LP 0.04% New 29,610 $3.7M
Americana Partners, LLC 0.25% Add +0.5% 29,508 $3.7M
Man Group plc 0.01% Add +0.1% 29,430 $3.7M
Laird Norton Wetherby Wealth Management, LLC 0.17% Add +0.8% 29,257 $3.6M
Basswood Capital Management, L.L.C. 0.18% New 28,335 $3.5M
Prudential Financial Inc. 0.00% Add +112.3% 27,840 $3.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.29% Add +1.2% 27,247 $3.4M
Prudential PLC 0.02% New 26,762 $3.3M
Stifel Financial Corp. 0.00% Reduce -2.2% 26,743 $3.3M
Aspen Grove Capital, LLC 0.73% No change 26,511 $3.3M
Ninepoint Partners LP 0.43% Reduce -17.1% 26,488 $3.3M
Cigna Investments Inc. 0.59% Reduce -0.1% 26,425 $3.3M
D. E. Shaw & Co. 0.00% Reduce -92.1% 26,000 $3.2M
Signaturefd, LLC 0.06% Add +5.6% 25,759 $3.2M
SIG North Trading, ULC 0.98% New 25,313 $3.2M
Plato Investment Management Ltd 0.25% New 24,887 $3.1M
Alkeme Wealth, LLC 1.37% Reduce -3.4% 24,851 $3.1M
Trust Co of the South 0.66% No change 24,818 $3.1M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.4% 24,432 $3.0M
Wambolt & Associates, LLC 0.82% Add +0.1% 24,260 $3.0M
Harvest Portfolios Group Inc. 0.10% Reduce -8.1% 23,241 $2.9M
Qtron Investments LLC 0.40% Add +53.3% 23,197 $2.9M
Whitener Capital Management, Inc. 0.81% Reduce -2.1% 22,864 $2.9M
Blair William & Co. 0.01% Reduce -2.4% 22,014 $2.7M
Cary Street Partners Investment Advisory LLC 0.10% Add +4.2% 21,933 $2.7M
CFM Wealth Partners LLC 0.47% Reduce -1.6% 21,401 $2.7M
Fairfield, Bush & Co. 1.58% Reduce -16.7% 21,286 $2.7M
Kestra Advisory Services, LLC 0.01% Add +6.0% 20,882 $2.6M
Yousif Capital Management, LLC 0.03% Reduce -7.6% 20,861 $2.6M
Townsquare Capital LLC 0.03% Add +21.1% 20,030 $2.5M
Bogart Wealth, LLC 0.12% No change 19,732 $2.5M
Davis-Rea LTD. 1.07% Reduce -4.5% 19,665 $2.5M
Mediolanum International Funds Ltd 0.03% Reduce -50.6% 19,419 $2.4M
RNC Capital Management LLC 0.13% No change 22,562 $2.4M
Belmont Capital, LLC 0.39% No change 19,000 $2.4M
Capital Investment Advisory Services, LLC 0.22% Reduce -0.7% 18,273 $2.3M
Tremblant Capital Group 0.26% Reduce -8.4% 18,252 $2.3M
Cresset Asset Management, LLC 0.01% Add +3.0% 18,129 $2.3M
Old Port Advisors 0.63% Reduce -1.3% 18,072 $2.3M
Orion Porfolio Solutions, LLC 0.02% Add +3.4% 17,729 $2.2M
Orion Portfolio Solutions, LLC 0.02% Add +3.4% 17,729 $2.2M
Prospera Financial Services Inc 0.06% Reduce -0.6% 17,576 $2.2M
Colonial Trust Advisors 0.19% No change 17,452 $2.2M
Brown Brothers Harriman & Co. 0.01% Reduce -1.5% 17,276 $2.2M
Independent Advisor Alliance 0.08% Reduce -26.1% 17,234 $2.1M
Pinnacle Financial Partners Inc 0.04% No change 17,158 $2.1M
Applied Capital LLC 1.67% Reduce -0.7% 17,132 $2.1M
Sumitomo Life Insurance Co. 0.04% Add +2.4% 17,056 $2.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +2.4% 17,056 $2.1M
AMG National Trust Bank 0.06% Reduce -25.3% 16,616 $2.1M
Muirfield Wealth Advisors LLC 1.76% Add +0.8% 16,563 $2.1M
Level Four Advisory Services, LLC 0.09% Reduce -11.9% 16,860 $2.0M
Sanctuary Advisors, LLC 0.01% Add +3.8% 16,287 $2.0M
Forum Financial Management, LP 0.03% No change 16,313 $2.0M
RFG Advisory, LLC 0.06% Add +0.1% 16,289 $2.0M
KMG Fiduciary Partners, LLC 0.17% Add +1.7% 15,839 $2.0M
Richard P Slaughter Associates Inc 0.45% Reduce -4.1% 15,621 $1.9M
Cordgrass Capital Advisors, LLC 0.55% Add +0.4% 15,223 $1.9M
Boston Trust Walden Corp 0.01% Add +0.2% 15,215 $1.9M
Brown Shipley& Co Ltd 0.92% Reduce -0.5% 11,099 $1.9M
Polar Asset Management Partners Inc. 0.06% Add +50.0% 15,000 $1.9M
First Trust Direct Indexing L.P. 0.10% Add +4.4% 14,755 $1.8M
Dynamic Technology Lab Private Ltd 0.19% New 14,686 $1.8M
Aull & Monroe Investment Management Corp 0.85% No change 14,649 $1.8M
Clearstead Advisors, LLC 0.03% No change 14,580 $1.8M
Blue Trust, Inc. 0.02% Add +7.7% 16,845 $1.8M
Sequoia Financial Advisors, LLC 0.02% Add +2.8% 14,301 $1.8M
Pembroke Management, LTD 0.23% Add +3.8% 10,492 $1.8M
Franklin Street Advisors Inc. 0.12% Reduce -12.2% 14,180 $1.8M
Prime Capital Investment Advisors, LLC 0.03% Reduce -1.6% 14,121 $1.8M
AlphaStar Capital Management, LLC 0.14% Reduce -0.1% 13,989 $1.7M
Financial Engines Advisors L.L.C. 0.00% Reduce -3.8% 13,769 $1.7M
Mercer Global Advisors Inc. 0.00% Reduce -1.7% 13,854 $1.7M
Park Avenue Securities LLC 0.02% Add +84.2% 13,311 $1.7M
Compound Planning, Inc. 0.10% Add +28.9% 12,859 $1.6M
DAVENPORT & Co LLC 0.01% Add +4.3% 12,365 $1.5M
Great Valley Advisor Group, Inc. 0.04% Reduce -64.0% 12,159 $1.5M
Pacer Advisors, Inc. 0.00% Reduce -2.1% 12,095 $1.5M
Boomfish Wealth Group, LLC 0.89% Reduce -7.9% 11,698 $1.5M
Mayfair Advisory Group, LLC 0.91% No change 11,802 $1.4M
XTX Topco Ltd 0.10% Add +127.2% 11,566 $1.4M
Great Lakes Retirement, Inc. 0.18% Reduce -0.7% 11,539 $1.4M
Global Retirement Partners, LLC 0.04% Reduce -8.6% 11,496 $1.4M
Ativo Capital Management LLC 1.25% Reduce -0.6% 11,476 $1.4M
Tiaa Trust, National Association 0.00% Reduce -0.4% 11,386 $1.4M
Edmp, Inc. 1.16% Reduce -2.5% 11,329 $1.4M
Waverly Advisors, LLC 0.03% Reduce -2.2% 11,328 $1.4M
Gibbs Wealth Management 0.45% Add +2.4% 11,051 $1.4M
Sowell Financial Services LLC 0.06% Add +0.6% 11,033 $1.4M
Independent Solutions Wealth Management, LLC 0.30% Reduce -8.0% 10,722 $1.3M
Swiss Life Asset Management Ltd 0.02% New 10,704 $1.3M
Creative Financial Designs Inc. 0.11% Reduce -2.6% 10,641 $1.3M
Donaldson Capital Management, LLC 0.05% Reduce -9.5% 10,521 $1.3M
Founders Financial Alliance, LLC 0.36% Add +0.1% 10,500 $1.3M
Rhumbline Advisers 0.00% No change 10,495 $1.3M
Evergreen Capital Management LLC 0.04% Add +16.1% 10,427 $1.3M
Naples Global Advisors, LLC 0.12% No change 9,947 $1.2M
International Assets Investment Management, LLC 0.10% New 1,165,441 $1.2M
Vise Technologies, Inc. 0.16% Add +51.2% 9,836 $1.2M
Baird Financial Group, Inc. 0.00% No change 9,794 $1.2M
First Citizens Bank & Trust Co. 0.03% Add +12.1% 9,784 $1.2M
Stephens Inc. 0.02% Reduce -0.0% 9,652 $1.2M
Towne Trust Company, N.A 0.43% Reduce -32.1% 9,500 $1.2M
Moors & Cabot, Inc. 0.06% Reduce -2.0% 9,493 $1.2M
Leisure Capital Management 0.50% Add +1.1% 9,366 $1.2M
Syon Capital LLC 0.10% Reduce -4.0% 9,306 $1.2M
Brown Advisory Inc. 0.00% Reduce -0.4% 9,282 $1.2M
Tradewinds, LLC. 0.34% No change 8,935 $1.1M
Modera Wealth Management, LLC 0.01% Reduce -2.3% 8,926 $1.1M
Farther Finance Advisors, LLC 0.04% Add +42.0% 8,907 $1.1M
Banque Cantonale Vaudoise 0.05% Reduce -12.5% 8,850 $1.1M
Barclays PLC 0.00% Add +3.1% 8,831 $1.1M
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +79.6% 8,800 $1.1M
Avantax Advisory Services, Inc. 0.01% Add +4.2% 8,760 $1.1M
Wedbush Securities Inc. 0.04% Reduce -0.2% 8,739 $1.1M
NorthCoast Asset Management LLC 0.01% Add +10.0% 8,776 $1.1M
Principal Securities, Inc. 0.03% Add +46.8% 8,598 $1.1M
Midwest Professional Planners, LTD. 0.32% Add +31.6% 8,517 $1.1M
Aprio Wealth Management, LLC 0.17% Add +6.3% 8,430 $1.1M
Raymond James Trust N.A. 0.02% Add +0.2% 8,327 $1.0M
Capital Investment Counsel, Inc 0.15% No change 8,257 $1.0M
Integrated Wealth Concepts LLC 0.01% Reduce -11.2% 8,248 $1.0M
Arkadios Wealth Advisors 0.06% Add +2.2% 8,203 $1.0M
Advisory Resource Group 0.22% Reduce -11.7% 8,146 $1.0M
Oddo BHF Asset Management Sas 0.05% — 6,000 $1.0M
Old North State Trust, LLC 0.82% Add +5.7% 8,068 $1.0M
Phoenix Financial Ltd. 0.01% New 7,915 $991K
Merit Financial Group, LLC 0.02% Reduce -10.3% 7,940 $990K
Focus Partners Advisor Solutions, LLC 0.02% Add +5.0% 7,856 $980K
Sage Mountain Advisors LLC 0.08% Add +1.5% 7,823 $976K
River Wealth Advisors LLC 0.13% Reduce -4.2% 7,753 $967K
LGT Group Foundation 0.02% Reduce -2.4% 7,868 $965K
Pathway Financial Advisers, LLC 0.44% Add +2.2% 7,726 $964K
Community Bank, N.A. 0.12% No change 7,688 $959K
Obermeyer Wealth Partners 0.05% No change 7,611 $949K
Cerro Pacific Wealth Advisors LLC 0.35% No change 8,688 $924K
Hilltop National Bank 0.28% Reduce -2.6% 7,374 $920K
Oppenheimer & Co. Inc. 0.01% Reduce -2.7% 7,326 $914K
Caprock Group, LLC 0.03% Add +15.3% 7,296 $910K
First Manhattan Co. Llc. 0.00% No change 7,280 $908K
Five Oceans Advisors 0.43% Add +18.8% 7,212 $900K
MML Investors Services, LLC 0.00% Reduce -9.4% 7,075 $882K
Novare Capital Management LLC 0.07% No change 6,931 $865K
Tandem Investment Advisors, Inc. 0.03% Reduce -14.8% 6,900 $861K
GTS Securities LLC 0.02% New 6,862 $856K
MQS Management LLC 0.47% New 6,768 $844K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +2.1% 9,283 $844K
CIBC Private Wealth Group LLC 0.00% Reduce -9.8% 6,668 $832K
Savant Capital, LLC 0.01% Add +6.2% 6,664 $831K
Kingfisher Capital LLC 0.19% No change 6,655 $830K
Brady Family Wealth, LLC 0.25% Reduce -8.8% 6,647 $829K
Sienna Gestion 0.06% No change 6,627 $826K
Entropy Technologies, LP 0.09% New 6,600 $823K
Westover Capital Advisors, LLC 0.16% Reduce -5.0% 6,541 $816K
Affinity Capital Advisors, LLC 0.15% No change 6,416 $800K
Parallel Advisors, LLC 0.02% Add +10.8% 6,407 $799K
Welch Group, LLC 0.03% No change 6,390 $797K
Dynamic Advisor Solutions LLC 0.02% Reduce -2.0% 6,366 $794K
EPG Wealth Management LLC 0.20% Add +0.0% 6,310 $787K
First National Trust Co 0.03% No change 6,250 $780K
Schechter Investment Advisors, LLC 0.06% Add +15.1% 6,247 $779K
Bleakley Financial Group, LLC 0.02% Add +4.2% 6,245 $779K
Woodard & Co. Asset Management Group Inc. 0.17% No change 6,225 $776K
Private Advisor Group, LLC 0.00% Add +1.6% 6,160 $768K
Patten & Patten Inc. 0.05% No change 6,080 $758K
Rodgers Brothers Inc. 0.10% No change 6,050 $755K
Checchi Capital Advisers, LLC 0.06% Reduce -11.7% 6,007 $749K
Natixis 0.00% Add +34.3% 6,003 $749K
Ti-Trust, Inc. 0.54% No change 6,000 $748K
Advisory Services Network, LLC 0.02% No change 6,927 $737K
Legacy Wealth Asset Management, LLC 0.19% Add +0.5% 5,824 $726K
Voya Investment Management LLC 0.00% New 5,780 $722K
Wagner Wealth Management, LLC 0.19% Add +0.7% 5,763 $719K
Mountain Pacific Investment Advisers LLC 0.05% Add +19.9% 5,694 $710K
Algert Global LLC 0.02% New 5,651 $706K
Forbes J M & Co. LLP 0.07% No change 5,600 $698K
World Investment Advisors 0.02% Add +74.1% 5,521 $689K
Holderness Investments Co. 0.15% No change 5,499 $686K
AQR Capital Management 0.00% Add +29.0% 5,488 $685K
Elevation Point Wealth Partners, LLC 0.07% Reduce -6.7% 5,435 $678K
Balentine LLC 0.03% New 5,430 $677K
West Family Investments, Inc. 0.22% Add +12.1% 5,293 $660K
Murchinson Ltd. 0.29% New 5,255 $655K
Community Bank & Trust, Waco, Texas 0.15% Add +44.9% 5,239 $653K
Salem Investment Counselors Inc. 0.02% No change 5,167 $644K
Spirepoint Private Client, LLC 0.08% No change 5,123 $639K
Burney Co./ 0.02% No change 5,078 $633K
Marble Harbor Investment Counsel, LLC 0.07% No change 5,006 $624K
Arnhold LLC 0.06% No change 5,000 $624K
Sterling Capital Management LLC 0.01% — 4,985 $622K
Daiwa Securities Group Inc. 0.00% No change 4,950 $617K
Mission Creek Capital Partners, Inc. 0.14% Reduce -20.2% 4,846 $604K
Enterprise Bank & Trust Co 0.19% No change 4,800 $599K
Wedmont Private Capital 0.03% No change 4,908 $598K
Cordatus Wealth Management LLC 0.21% Add +0.4% 4,775 $596K
Huntington National Bank 0.01% Reduce -0.5% 4,724 $589K
Centiva Capital, LP 0.03% Reduce -0.5% 4,712 $588K
Gradient Investments LLC 0.01% Reduce -1.2% 4,634 $578K
BlackDiamond Wealth Management, LLC 0.35% No change 4,654 $577K
Ruggaard & Associates LLC 0.25% Reduce -13.2% 4,600 $574K
Legacy Capital Group California, Inc. 0.19% Add +66.5% 4,555 $568K
NewEdge Advisors, LLC 0.00% Add +0.0% 4,524 $564K
Quadrant Capital Group LLC 0.04% Reduce -58.4% 4,519 $564K
Capital Investment Advisors, LLC 0.01% No change 4,294 $536K
Kathmere Capital Management, LLC 0.05% Add +21.6% 4,284 $534K
Gulf International Bank (UK) Ltd 0.01% Reduce -52.0% 4,229 $527K
Ballentine Partners, LLC 0.01% Add +30.8% 4,214 $526K
Calydon Capital 0.09% No change 4,926 $524K
Moloney Securities Asset Management, LLC 0.07% No change 4,186 $522K
Strategic Blueprint, LLC 0.03% New 4,020 $501K
Guardian Financial Partners, LLC 0.31% No change 4,008 $500K
Cullinan Associates Inc. 0.03% No change 4,000 $499K
Pinnacle West Asset Management, Inc. 0.36% No change 4,000 $499K
Vident Advisory, LLC 0.01% Add +40.7% 3,989 $498K
Legacy Financial Advisors, Inc. 0.08% Add +3.9% 3,952 $493K
Triangle Securities Wealth Management 0.13% Add +40.3% 3,928 $490K
Galibier Capital Management Ltd. 0.11% Reduce -98.2% 3,910 $489K
Verition Fund Management LLC 0.00% No change 3,903 $487K
PDS Planning, Inc 0.04% Add +4.8% 3,875 $483K
Apollon Wealth Management, LLC 0.01% Reduce -4.2% 3,863 $482K
Callan Capital, LLC 0.03% Add +10.6% 3,861 $482K
Summit Asset Management, LLC 0.05% No change 3,845 $480K
Financial Security Advisor, Inc. 0.12% No change 3,842 $479K
Alta Advisers Ltd 0.22% New 3,813 $476K
Cypress Capital Group 0.05% Reduce -0.1% 3,810 $475K
Peak Planning Group, LLC 0.21% No change 3,799 $474K
Assetmark, Inc. 0.00% Add +274.5% 3,775 $471K
Smith Salley Wealth Management 0.03% Reduce -4.0% 3,750 $468K
Advisors Asset Management, Inc. 0.01% Add +14.1% 3,743 $467K
D.A. Davidson & Co. 0.00% Reduce -8.4% 3,732 $465K
Cwm, LLC 0.00% Add +1.4% 3,730 $465K
Susquehanna International Group, LLP 0.00% Reduce -36.4% 3,684 $460K
Sollinda Capital Management LLC 0.13% No change 3,674 $458K
First Heartland Consultants, Inc. 0.05% Add +0.3% 3,661 $457K
Tudor Investment Corporation 0.01% New 3,641 $454K
Trust Co. of Vermont 0.02% Reduce -4.0% 3,616 $451K
Sheets Smith Wealth Management 0.05% Reduce -55.7% 3,591 $448K
Beverly Hills Private Wealth, LLC 0.09% Reduce -17.7% 3,563 $444K
Hemenway Trust Co LLC 0.03% No change 3,540 $442K
Geneos Wealth Management Inc. 0.02% No change 3,536 $441K
Colonial Trust Co / SC 0.07% Add +11.7% 3,529 $440K
Compagnie Lombard Odier SCmA 0.01% No change 3,500 $437K
HB Wealth Management, LLC 0.00% Reduce -34.0% 3,490 $435K
Certified Advisory Corp 0.05% Add +0.2% 3,488 $435K
SpiderRock Advisors, LLC 0.01% Reduce -16.8% 3,482 $434K
Argent Trust Co 0.02% No change 3,481 $434K
Bfsg, LLC 0.05% Reduce -19.6% 3,465 $432K
Tobam 0.08% No change 2,546 $430K
Pinnacle Wealth Planning Services, Inc. 0.06% No change 3,438 $429K
Chemung Canal Trust Co. 0.09% No change 3,427 $427K
Kingsview Wealth Management, LLC 0.01% Add +3.9% 3,423 $427K
Fiduciary Trust Co 0.01% Reduce -0.1% 3,412 $426K
DRW Securities, LLC 0.02% Reduce -29.8% 3,383 $422K
Chemistry Wealth Management LLC 0.10% Reduce -3.4% 3,373 $421K
ICONIQ Capital, LLC 0.01% New 3,368 $420K
Magnolia Capital Management Ltd. 0.33% No change 3,370 $420K
Roman Butler Fullerton & Co. 0.13% Reduce -3.8% 3,359 $418K
Keybank National Association 0.00% Add +54.2% 3,317 $414K
Rwa Wealth Partners, LLC 0.01% No change 3,283 $409K
Wealth Group, Ltd. 0.27% No change 3,275 $408K
Summit Financial, LLC 0.02% Reduce -3.7% 3,236 $404K
Armor Investment Advisors, LLC 0.17% Reduce -3.4% 3,233 $403K
Fifth Third Bancorp 0.00% No change 3,212 $401K
Sivia Capital Partners, LLC 0.23% Add +8.4% 3,190 $398K
Clarius Group, LLC 0.03% Reduce -5.1% 3,188 $398K
Glenmede Trust Co. NA 0.00% Add +5.5% 3,157 $394K
Edge Capital Group, LLC 0.02% No change 3,155 $394K
Envestnet Portfolio Solutions, Inc. 0.00% Add +2.4% 3,141 $392K
Nicholas Hoffman & Company, LLC. 0.02% No change 3,051 $381K
Johnson Investment Counsel Inc. 0.00% Add +48.9% 3,044 $380K
Aviance Capital Partners, LLC 0.05% Add +0.1% 3,036 $379K
Alera Investment Advisors, LLC 0.04% Reduce -4.2% 3,025 $377K
Cobblestone Capital Advisors LLC 0.02% Reduce -37.1% 3,000 $374K
Lazard Asset Management LLC 0.00% No change 3,000 $374K
Busey Bank 0.01% Reduce -32.1% 2,987 $373K
Canopy Partners, LLC 0.16% Add +2.1% 2,933 $366K
BIP Wealth, LLC 0.02% New 2,921 $364K
EP Wealth Advisors, LLC 0.00% Add +7.5% 2,908 $363K
MGB Wealth Management, LLC 0.13% No change 2,895 $361K
Westwood Holdings Group Inc. 0.00% No change 2,875 $359K
Excalibur Management Corp. 0.14% Reduce -0.9% 2,871 $358K
Waterloo Capital, L.P. 0.04% Reduce -0.3% 2,861 $357K
Ieq Capital, LLC 0.00% Add +40.9% 2,859 $357K
Nwam LLC 0.02% New 2,842 $354K
Laurel Wealth Advisors LLC 0.06% No change 2,825 $352K
Edgestream Partners, L.P. 0.02% New 2,824 $352K
Shoker Investment Counsel, Inc. 0.12% No change 2,812 $351K
Drive Wealth Management, LLC 0.09% Add +3.4% 2,799 $349K
First Personal Financial Services 0.07% Reduce -8.2% 2,797 $349K
T. Rowe Price Associates Inc. 0.00% No change 2,770 $346K
Ontario Teachers Pension Plan Board 0.00% New 2,772 $346K
First Affirmative Financial Network 0.19% Reduce -20.2% 2,752 $343K
Shell Asset Management Co. 0.01% — 2,711 $339K
Whittier Trust Co. 0.00% No change 2,711 $338K
Quadrant Private Wealth Management, LLC 0.08% Add +1.6% 2,654 $331K
Riverview Trust Co 0.29% No change 2,653 $331K
Quantum Portfolio Management LLC 0.18% New 2,647 $330K
Phillips Wealth Planners LLC 0.32% Reduce -2.4% 2,616 $330K
Howe & Rusling Inc. 0.03% No change 2,643 $330K
Transcend Capital Advisors, LLC 0.02% Add +13.3% 2,631 $328K
Cannell & Spears LLC 0.01% No change 2,611 $326K
OmniStar Financial Group, Inc. 0.24% Reduce -14.1% 2,600 $324K
Harbour Investments, Inc. 0.01% Reduce -0.1% 2,587 $323K
Centaurus Financial, Inc. 0.02% No change 2,560 $319K
Bray Capital Advisors 0.08% No change 2,550 $318K
Tuttle Capital Management, LLC 1.72% Add +15.0% 2,535 $316K
HRT Financial LP 0.00% New 2,526 $315K
Patriot Investment Management Group, Inc. 0.02% No change 2,519 $314K
OneDigital Investment Advisors LLC 0.00% Add +4.8% 2,508 $313K
J. L. Bainbridge & Co., Inc. 0.03% No change 2,500 $312K
Lowe Brockenbrough & Co. Inc. 0.02% No change 2,500 $312K
Avior Wealth Management, LLC 0.01% Add +39.6% 2,485 $310K
FineMark National Bank & Trust 0.01% New 2,464 $307K
Beacon Bank & Trust 0.07% Add +12.1% 2,464 $307K
Stonebridge Capital Advisors LLC 0.02% Add +11.0% 2,448 $305K
Cromwell Holdings LLC 0.20% No change 2,442 $305K
Firestone Capital Management 0.08% No change 2,434 $304K
CVA Family Office, LLC 0.05% No change 2,423 $302K
Silver Oak Securities, Incorporated 0.03% No change 2,423 $301K
Tompkins Financial Corp. 0.03% No change 2,400 $299K
Cutler Investment Counsel LLC 0.04% Reduce -17.3% 2,346 $293K
Angeles Investment Advisors, LLC 0.01% No change 2,330 $291K
Kanawha Capital Management LLC 0.02% No change 2,305 $288K
Kestra Private Wealth Services, LLC 0.01% Reduce -30.5% 2,303 $287K
Galvin, Gaustad & Stein, LLC 0.03% No change 2,298 $287K
LBMC Investment Advisors, LLC 0.02% No change 2,254 $281K
West Oak Capital, LLC 0.14% No change 2,248 $280K
Certuity, LLC 0.03% Reduce -0.4% 2,168 $280K
Bayesian Capital Management, LP 0.03% New 2,245 $280K
Florida Trust Wealth Management Co 0.01% No change 2,241 $280K
Csenge Advisory Group 0.01% New 2,190 $271K
Fiduciary Group, LLC 0.03% No change 2,158 $269K
Paragon Private Wealth Management, LLC 0.13% New 2,156 $269K
CENTRAL TRUST Co 0.01% Reduce -5.8% 2,155 $269K
Good Life Advisors, LLC 0.02% Add +7.8% 2,140 $267K
Guggenheim Capital LLC 0.00% Reduce -48.2% 2,121 $265K
Clarkston Capital Partners, LLC 0.00% No change 2,106 $263K
HighPoint Advisor Group LLC 0.02% New 2,147 $262K
West Coast Financial LLC 0.03% No change 2,095 $261K
Lindbrook Capital, LLC 0.02% Add +5.5% 2,090 $261K
IFP Advisors, Inc 0.01% Add +5.2% 2,077 $259K
Stiles Financial Services Inc 0.09% Add +0.6% 2,075 $259K
Empower Advisory Group, LLC 0.00% Reduce -3.1% 2,057 $257K
King Luther Capital Management Corp. 0.00% New 2,045 $255K
Mission Wealth Management, LP 0.01% Reduce -1.3% 2,038 $254K
Synovus Financial Corp. 0.00% New 2,034 $254K
Fiduciary Financial Group, LLC 0.06% Add +7.2% 2,076 $253K
Klingenstein Fields & Co. LP 0.01% No change 2,015 $251K
Carr Financial Group Corp 0.07% No change 2,014 $251K
Macquarie Group Ltd. 0.00% No change 2,000 $250K
Autumn Glory Partners, LLC 0.10% New 2,000 $249K
Peak Asset Management, LLC 0.05% No change 2,000 $249K
LexAurum Advisors, LLC 0.05% No change 1,950 $243K
Choreo, LLC 0.00% Reduce -0.3% 1,949 $241K
Magnus Financial Group LLC 0.02% No change 1,920 $239K
TD Private Client Wealth LLC 0.01% Reduce -2.4% 1,913 $239K
Raleigh Capital Management Inc. 0.09% Add +0.8% 1,906 $238K
Arkos Global Advisors 0.03% No change 1,885 $235K
Sei Investments Co. 0.00% New 1,883 $235K
Contravisory Investment Management, Inc. 0.05% New 1,843 $230K
RMR Wealth Builders 0.02% New 1,821 $227K
Lido Advisors, LLC 0.00% Reduce -12.2% 1,807 $225K
Chiron Capital Management, LLC 0.20% New 1,800 $225K
WealthShield Partners, LLC 0.03% New 1,794 $224K
Carson Advisory Inc. 0.14% Reduce -5.0% 1,791 $223K
Allworth Financial LP 0.00% Add +1.1% 1,783 $222K
Atria Investments, Inc 0.00% Reduce -57.5% 1,782 $222K
Alta Capital Management LLC/ 0.01% New 1,780 $222K
SteelPeak Wealth, LLC 0.01% New 1,778 $222K
Sunpointe, LLC 0.18% New 1,772 $221K
Prudent Man Advisors, LLC 0.07% New 1,763 $220K
FAS Wealth Partners, Inc. 0.02% New 1,743 $217K
Brighton Jones LLC 0.01% New 1,738 $217K
Waldron Private Wealth LLC 0.01% New 1,737 $217K
Carret Asset Management, LLC 0.02% New 1,735 $216K
Fulcrum Equity Management 0.18% New 1,730 $216K
Equitable Holdings, Inc. 0.00% New 1,722 $215K
Valtinson Bruner Financial Planning LLC 0.07% New 1,721 $215K
1ST Source Bank 0.01% New 1,717 $214K
&partners 0.00% New 1,708 $213K
Fragasso Financial Advisors Inc 0.02% New 1,701 $212K
Redmond Asset Management, LLC 0.07% New 1,679 $209K
Wealth Alliance, LLC 0.02% New 1,673 $209K
Hamel Associates, Inc. 0.06% New 1,650 $206K
Accel Wealth Management 0.08% New 1,635 $204K
Kingswood Wealth Advisors, LLC 0.01% New 1,636 $203K
Hexagon Capital Partners LLC 0.04% Add +13.8% 1,571 $196K
Transamerica Financial Advisors, LLC 0.02% Add +2644.4% 1,482 $185K
SOA Wealth Advisors, LLC. 0.04% No change 1,475 $184K
EverSource Wealth Advisors, LLC 0.01% Add +9.7% 1,471 $184K
Caldwell Trust Co 0.02% Reduce -5.9% 1,416 $177K
Steward Partners Investment Advisory, LLC 0.00% Add +34.3% 1,358 $169K
Rothschild Investment LLC 0.01% No change 1,350 $168K
Wilmington Savings Fund Society, FSB 0.00% New 1,340 $167K
BNP Paribas Financial Markets 0.00% Add +38.7% 1,276 $159K
CarsonAllaria Wealth Management, Ltd. 0.08% No change 1,164 $145K
MassMutual Private Wealth & Trust, FSB 0.00% Add +5.5% 1,129 $141K
Garde Capital, Inc. 0.01% No change 1,107 $138K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 1,080 $135K
Rowlandmiller & Partners.adv 0.03% No change 1,042 $130K
Westside Investment Management, Inc. 0.03% No change 1,000 $125K
Rosenberg Matthew Hamilton 0.03% Add +8.9% 976 $122K
Spire Wealth Management 0.00% No change 955 $119K
Addison Advisors LLC 0.03% Add +9.5% 945 $118K
Ancora Advisors LLC 0.00% No change 906 $113K
Harbor Investment Advisory, LLC 0.01% No change 892 $111K
State of Wyoming 0.01% Reduce -7.4% 791 $99K
Fourpath Capital Management, LLC 0.02% New 790 $99K
Bruce G. Allen Investments, LLC 0.07% Add +122.8% 751 $94K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +0.8% 710 $89K
Horizon Financial Services, LLC 0.05% No change 700 $87K
TFC Financial Management, Inc. 0.01% No change 663 $83K
Kozak & Associates, Inc. 0.02% No change 649 $82K
Smartleaf Asset Management LLC 0.01% Add +276.8% 618 $77K
First Horizon Advisors, Inc. 0.00% Add +13.2% 601 $75K
Heritage Wealth Advisors 0.00% No change 600 $75K
UMB Bank, n.a. 0.00% Reduce -35.2% 590 $74K
WASHINGTON TRUST Co 0.00% No change 580 $72K
Nisa Investment Advisors, LLC 0.00% No change 508 $63K
NBT Bank, N.A. 0.00% New 500 $62K
Providence Capital Advisors, LLC 0.01% No change 499 $62K
Hantz Financial Services, Inc. 0.00% New 499 $62K
Mather Group, Llc. 0.00% Reduce -77.1% 483 $60K
Eastern Bank 0.00% New 476 $59K
Plante Moran Financial Advisors, LLC 0.01% No change 474 $59K
Ogorek Anthony Joseph /NY/ 0.02% No change 425 $53K
Concord Wealth Partners 0.01% No change 412 $51K
Atlantic Private Wealth, LLC 0.04% New 410 $51K
JFS Wealth Advisors, LLC 0.00% No change 405 $51K
Capital Advisors, Ltd. LLC 0.01% No change 404 $50K
Caldwell Sutter Capital, Inc. 0.02% No change 375 $47K
JTC Employer Solutions Trustee Ltd 0.00% No change 374 $46K
Hollencrest Capital Management 0.00% No change 368 $46K
Blue Bell Private Wealth Management, LLC 0.01% No change 345 $43K
Park Place Capital Corp 0.01% No change 344 $43K
Tower Research Capital LLC (TRC) 0.00% Reduce -96.5% 341 $43K
Private Trust Co. NA 0.00% No change 340 $42K
Financial Management Professionals, Inc. 0.01% Add +17.5% 336 $42K
Coppell Advisory Solutions LLC 0.01% New 330 $41K
Coastline Trust Co 0.00% New 325 $41K
Delta Asset Management LLC 0.00% No change 300 $37K
Bartlett & Co. Wealth Management LLC 0.00% No change 300 $37K
HM Payson & Co. 0.00% Reduce -14.6% 292 $36K
Jones Financial Companies LLLP 0.00% Add +3033.3% 282 $35K
Optimum Investment Advisors 0.01% No change 265 $33K
Capital Analysts, LLC 0.00% Add +1.2% 260 $32K
Ridgewood Investments LLC 0.02% No change 250 $31K
Salomon & Ludwin, LLC 0.00% No change 234 $29K
Grove Bank & Trust 0.00% New 228 $28K
FinTrust Capital Advisors, LLC 0.00% Add +23.6% 225 $28K
Whittier Trust Co. of Nevada Inc. 0.00% Add +110.3% 225 $28K
Larson Financial Group LLC 0.00% New 206 $26K
CoreCap Advisors, LLC 0.00% New 205 $26K
Dunhill Financial, LLC 0.01% New 200 $25K
Missouri Trust & Investment Co 0.01% No change 200 $25K
Earned Wealth Advisors, LLC 0.01% New 200 $25K
Baldwin Wealth Partners LLC 0.00% No change 200 $25K
AdvisorNet Financial, Inc 0.00% Add +578.6% 190 $24K
Zions Bancorporation, N.A. 0.00% Reduce -30.9% 183 $23K
GeoWealth Management, LLC 0.00% New 181 $23K
Richardson Financial Services Inc. 0.01% No change 210 $22K
Planning Capital Management Corp 0.01% New 167 $21K
JNBA Financial Advisors 0.00% No change 160 $20K
Asset Dedication, LLC 0.00% No change 148 $18K
Venturi Wealth Management, LLC 0.00% Add +321.9% 135 $17K
CoreFirst Bank & Trust 0.01% New 133 $17K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 125 $16K
Reston Wealth Management LLC 0.01% New 124 $15K
Hemington Wealth Management 0.00% New 129 $15K
Cornerstone Planning Group LLC 0.00% Reduce -83.4% 117 $14K
Penserra Capital Management LLC 0.00% No change 114 $14K
Hoese & Co LLP 0.01% No change 100 $12K
TruNorth Capital Management, LLC 0.00% New 100 $12K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 100 $12K
Key Financial Inc 0.00% No change 100 $12K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -6.8% 96 $12K
Paladin Wealth, LLC 0.01% — 93 $12K
ORG Partners LLC 0.00% No change 93 $12K
MCF Advisors LLC 0.00% No change 90 $11K
Highline Wealth Partners LLC 0.00% Add +83.3% 88 $11K
Clean Yield Group 0.00% New 86 $11K
Wolff Wiese Magana LLC 0.01% No change 75 $9K
Glen Eagle Advisors, LLC 0.00% No change 74 $9K
Carolinas Wealth Consulting LLC 0.00% No change 72 $9K
Clear Investment Research, LLC 0.01% No change 67 $8K
Continuum Advisory, LLC 0.00% Add +1.5% 67 $8K
Ascentis Independent Advisors 0.00% New 63 $8K
Bell Investment Advisors, Inc 0.00% No change 61 $8K
Pacific Center for Financial Services 0.00% No change 60 $7K
Frazier Financial Advisors, LLC 0.01% Reduce -59.7% 54 $7K
Annapolis Financial Services, LLC 0.00% No change 53 $7K
Coston, McIsaac & Partners 0.00% No change 50 $6K
SouthState Bank Corp 0.00% Reduce -53.0% 47 $6K
Raffa Wealth Management, LLC 0.00% No change 43 $5K
Creekmur Asset Management LLC 0.00% No change 37 $5K
Western Pacific Wealth Management, LP 0.00% No change 33 $4K
Kennebec Savings Bank 0.00% — 32 $4K
Valued Wealth Advisors LLC 0.00% No change 27 $3K
Maryland Capital Advisors Inc. 0.00% No change 25 $3K
LRI Investments, LLC 0.00% No change 22 $3K
Versant Capital Management, Inc 0.00% No change 20 $2K
New England Capital Financial Advisors LLC 0.00% No change 17 $2K
Sound Income Strategies, LLC 0.00% New 17 $2K
Exchange Traded Concepts, LLC 0.00% Reduce -83.1% 12 $1K
Sunbelt Securities, Inc. 0.00% No change 11 $1K
GAMMA Investing LLC 0.00% No change 6 $748
Leonteq Securities AG 0.00% No change 3 $374
Caitlin John, LLC 0.00% No change 2 $246
Householder Group Estate & Retirement Specialist, LLC 0.00% Reduce -99.3% 5 $0

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