Royal Bank of CanadaRY
13F holders, Q4 2024 (December 31)776holders +53
60new positions
40sold out
8famous investors
$120.67avg. 13F price*
At the end of Q4 2024, 776 institutions reported holding Royal Bank of Canada (RY) in their 13F filings, up 53 from Q3 2024. 60 opened new positions and 40 sold out. The largest holders were Royal Bank of Canada ($8.9B), Bank of Montreal ($8.1B) and Vanguard Group Inc. ($7.1B). 8 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Royal Bank of Canada
- CUSIP
- 780087102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $353.0M |
| Exits | 40 | $181.8M |
All 13F filers, Q3 2024 → Q4 2024: 18,846,127 shares bought and 46,313,814 shares sold, net −27,467,687 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 776 holders
| Royal Bank of Canada | 1.92% | Reduce -1.3% | 73,491,824 | $8.9B |
| Bank of Montreal | 4.05% | Reduce -5.0% | 67,157,390 | $8.1B |
| Vanguard Group Inc. | 0.12% | Add +1.9% | 59,183,549 | $7.1B |
| TD Asset Management Inc | 3.33% | Reduce -0.1% | 31,237,938 | $3.8B |
| Cibc World Market Inc. | 7.38% | Reduce -15.9% | 26,626,830 | $3.2B |
| Mackenzie Financial Corp. | 3.82% | Reduce -5.4% | 23,274,594 | $2.8B |
| FIL Ltd | 2.51% | Reduce -6.5% | 22,298,717 | $2.7B |
| Norges Bank | 0.32% | Reduce -0.1% | 20,142,235 | $2.4B |
| National Bank of Canada | 2.85% | Add +8.1% | 18,259,924 | $2.2B |
| 1832 Asset Management L.P. | 3.64% | Reduce -7.4% | 16,899,730 | $2.0B |
| FMR LLC | 0.12% | Reduce -8.5% | 16,348,581 | $2.0B |
| Bank of Nova Scotia | 3.31% | Reduce -14.7% | 15,552,625 | $1.9B |
| CIBC Asset Management Inc | 5.27% | Reduce -2.2% | 13,327,699 | $1.6B |
| Federation des caisses Desjardins du Quebec | 7.49% | Reduce -1.7% | 12,235,896 | $1.5B |
| Toronto Dominion Bank | 2.76% | Reduce -24.8% | 11,993,779 | $1.4B |
| Manufacturers Life Insurance Company, The | 1.22% | Reduce -4.3% | 11,473,362 | $1.4B |
| Connor, Clark & Lunn Investment Management Ltd. | 6.05% | Add +9.0% | 11,112,451 | $1.3B |
| Scotia Capital Inc. | 5.65% | Add +1.9% | 8,891,023 | $1.1B |
| Geode Capital Management, LLC | 0.08% | Add +31.2% | 8,382,278 | $1.0B |
| Legal & General Group Plc | 0.26% | Add +2.0% | 8,218,901 | $990.5M |
| Capital World Investors | 0.15% | Reduce -8.2% | 8,027,552 | $967.9M |
| Beutel, Goodman & Co Ltd. | 4.89% | Reduce -20.1% | 7,459,760 | $899.0M |
| Wellington Management Group LLP | 0.16% | Reduce -10.6% | 7,251,910 | $873.9M |
| JPMorgan Chase & Co. | 0.06% | Reduce -2.4% | 6,186,681 | $745.6M |
| GQG Partners LLC | 1.04% | Add +0.9% | 5,796,767 | $698.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 1.47% | Add +95.4% | 5,660,000 | $682.0M |
| TD Waterhouse Canada Inc. | 5.30% | Reduce -1.5% | 5,453,838 | $656.5M |
| Fiera Capital Corp | 1.76% | Reduce -2.6% | 4,633,210 | $558.0M |
| Invesco Ltd. | 0.08% | Add +4.8% | 3,789,560 | $456.7M |
| Alberta Investment Management Corp | 3.03% | Add +0.4% | 3,583,817 | $431.9M |
| Charles Schwab Investment Management Inc. | 0.08% | Add +1.9% | 3,548,041 | $427.6M |
| Morgan Stanley | 0.03% | Add +1.2% | 3,399,233 | $409.6M |
| Canada Pension Plan Investment Board | 0.36% | No change | 3,102,502 | $373.6M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -75.2% | 3,072,922 | $370.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1.98% | Reduce -21.6% | 2,762,432 | $332.7M |
| Franklin Resources Inc. | 0.09% | Add +2.0% | 2,729,059 | $328.6M |
| Massachusetts Financial Services Co. | 0.10% | Reduce -3.1% | 2,627,651 | $316.7M |
| Agf Management Ltd. | 1.55% | Reduce -1.2% | 2,230,446 | $310.6M |
| Caisse de depot et placement du Quebec | 0.61% | Add +4.4% | 2,438,724 | $293.9M |
| Bank of America Corp. | 0.03% | Reduce -65.5% | 2,280,895 | $274.9M |
| Dimensional Fund Advisors LP | 0.06% | Add +0.3% | 2,172,381 | $261.8M |
| Mufg Securities (canada), LTD. | 9.40% | Add +72.0% | 2,160,865 | $260.4M |
| JARISLOWSKY, FRASER Ltd | 1.42% | Reduce -2.5% | 2,019,759 | $243.4M |
| Letko, Brosseau & Associates Inc. | 4.19% | Reduce -2.1% | 1,798,760 | $216.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Reduce -5.1% | 1,716,771 | $206.9M |
| Deutsche Bank AG | 0.08% | Add +10.5% | 1,650,843 | $198.9M |
| Nuveen Asset Management, LLC | 0.06% | Add +0.3% | 1,649,256 | $198.8M |
| Guardian Capital LP | 7.34% | Reduce -0.7% | 1,637,559 | $197.3M |
| Clearbridge Investments, LLC | 0.15% | Reduce -10.5% | 1,523,267 | $183.6M |
| APG Asset Management N.V. | 0.46% | Add +1600.9% | 1,427,075 | $166.1M |
| Amundi | 0.06% | Reduce -14.2% | 1,362,476 | $165.8M |
| Bank of New York Mellon Corp | 0.03% | Add +6.0% | 1,285,856 | $155.0M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 10.92% | Add +1.1% | 1,242,836 | $149.7M |
| Canoe Financial LP | 2.36% | Reduce -1.0% | 1,202,099 | $144.8M |
| BlackRock, Inc. | 0.00% | Add +1.3% | 1,191,867 | $143.6M |
| Northern Trust Corp. | 0.02% | Add +64.4% | 1,120,456 | $135.0M |
| OMERS ADMINISTRATION Corp | 1.17% | Reduce -1.4% | 1,108,726 | $133.6M |
| Addenda Capital Inc. | 4.65% | Reduce -2.6% | 759,990 | $131.7M |
| Korea Investment CORP | 0.31% | Reduce -4.3% | 1,084,662 | $130.7M |
| CANADA LIFE ASSURANCE Co | 0.22% | Add +9.4% | 1,071,657 | $129.0M |
| Cardinal Capital Management, Inc. | 4.16% | Reduce -13.2% | 1,018,136 | $122.5M |
| DekaBank Deutsche Girozentrale | 0.21% | No change | 945,161 | $113.0M |
| UBS Group AG | 0.02% | Add +34.8% | 901,467 | $108.6M |
| Millennium Management | 0.10% | New | 892,717 | $107.6M |
| Alliancebernstein L.P. | 0.04% | Add +0.8% | 881,634 | $106.2M |
| Hillsdale Investment Management Inc. | 5.37% | Add +360.8% | 881,128 | $106.1M |
| Aviva PLC | 0.27% | Add +14.9% | 852,311 | $102.6M |
| Russell Investments Group, Ltd. | 0.14% | Reduce -9.4% | 835,392 | $100.7M |
| Dixon Mitchell Investment Counsel Inc. | 4.59% | Add +0.8% | 824,183 | $99.4M |
| HSBC Holdings PLC | 0.06% | Add +11.2% | 820,592 | $98.9M |
| State of Tennessee, Department of Treasury | 0.36% | Add +0.6% | 813,769 | $98.1M |
| Regions Financial Corp. | 0.70% | No change | 793,651 | $95.6M |
| UniSuper Management Pty Ltd | 0.58% | Add +26.7% | 466,200 | $80.8M |
| Bank of Nova Scotia Trust Co. | 8.41% | Reduce -0.6% | 661,442 | $79.7M |
| Burgundy Asset Management Ltd. | 0.79% | Reduce -0.4% | 648,865 | $78.2M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 8.63% | Reduce -2.4% | 591,555 | $71.3M |
| J. Safra Sarasin Holding AG | 1.20% | Add +0.7% | 589,360 | $71.0M |
| William Blair Investment Management, LLC | 0.17% | New | 584,867 | $70.4M |
| Cidel Asset Management Inc. | 4.67% | Add +0.6% | 575,309 | $69.3M |
| Clark Capital Management Group, Inc. | 0.47% | Add +1.5% | 561,637 | $67.7M |
| Pictet Asset Management Holding SA | 0.07% | Reduce -1.2% | 528,601 | $63.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.18% | Add +0.4% | 521,398 | $62.8M |
| Guardian Partners Inc. | 6.20% | — | 500,978 | $61.0M |
| Raymond James Financial Inc. | 0.02% | — | 498,167 | $60.0M |
| Miller Howard Investments Inc. | 1.94% | Reduce -1.3% | 489,310 | $59.0M |
| Citigroup Inc. | 0.06% | Add +52.8% | 475,421 | $57.3M |
| Van Lanschot Kempen Investment Management N.V. | 0.54% | Reduce -7.6% | 312,948 | $54.2M |
| Nexus Investment Management ULC | 5.40% | Reduce -4.8% | 448,759 | $54.0M |
| Northwest & Ethical Investments L.P. | 1.42% | Add +1.2% | 434,184 | $52.3M |
| Montrusco Bolton Investments Inc. | 0.63% | Add +20.9% | 433,017 | $52.2M |
| Fisher Asset Management | 0.02% | Add +4.9% | 432,103 | $52.1M |
| Bessemer Group Inc. | 0.08% | Add +614.1% | 417,181 | $50.2M |
| Marshall Wace, LLP | 0.06% | Add +397.9% | 416,409 | $50.2M |
| First Trust Advisors LP | 0.04% | Reduce -1.9% | 408,865 | $49.3M |
| Cumberland Partners Ltd | 3.43% | Add +0.1% | 409,160 | $49.2M |
| AXA S.A. | 0.15% | Add +1.7% | 397,898 | $48.0M |
| Forsta Ap-Fonden | 0.31% | Add +6.5% | 365,900 | $44.1M |
| Public Employees Retirement System of Ohio | 0.15% | Add +6.6% | 359,017 | $43.3M |
| Capital Research Global Investors | 0.01% | Add +0.2% | 346,194 | $41.7M |
| Qube Research & Technologies Ltd | 0.07% | New | 342,988 | $41.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.2% | 338,009 | $40.7M |
| Intact Investment Management Inc. | 1.41% | Add +7.8% | 334,585 | $40.3M |
| O'shaughnessy Asset Management, LLC | 0.33% | Add +0.7% | 322,655 | $38.9M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.15% | — | 318,159 | $38.3M |
| Mn Services Vermogensbeheer B.V. | 0.25% | Add +0.8% | 307,200 | $37.0M |
| Triasima Portfolio Management inc. | 7.14% | Reduce -2.4% | 305,386 | $36.8M |
| Allianz Asset Management GmbH | 0.05% | Add +18.3% | 275,723 | $33.2M |
| Renaissance Technologies | 0.05% | New | 273,694 | $33.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.15% | Add +1.8% | 189,391 | $32.8M |
| Susquehanna Fundamental Investments, LLC | 0.54% | — | 265,100 | $31.9M |
| SIG North Trading, ULC | 7.17% | Add +927.7% | 260,133 | $31.3M |
| Rathbones Group PLC | 0.15% | Reduce -10.4% | 251,216 | $30.3M |
| Rockefeller Capital Management L.P. | 0.08% | Add +3.5% | 248,289 | $29.9M |
| Varma Mutual Pension Insurance Co | 0.23% | Reduce -25.2% | 248,029 | $29.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.1% | 210,528 | $29.0M |
| Neuberger Berman Group LLC | 0.02% | Add +2.8% | 232,021 | $28.0M |
| Quadrature Capital Ltd | 0.56% | New | 229,500 | $27.7M |
| American Century Companies Inc. | 0.02% | Add +6.3% | 224,931 | $27.1M |
| USS Investment Management Ltd | 0.20% | No change | 223,082 | $26.9M |
| Focus Partners Wealth | 0.07% | Add +532.5% | 222,789 | $26.8M |
| Creative Planning | 0.03% | Add +5.1% | 222,167 | $26.8M |
| Wells Fargo & Company | 0.01% | Add +14.0% | 219,679 | $26.5M |
| Rempart Asset Management Inc. | 5.19% | Reduce -1.4% | 217,002 | $26.1M |
| Aviso Financial Inc. | 1.28% | Add +3.8% | 210,389 | $25.4M |
| Coleford Investment Management Ltd. | 6.53% | — | 205,568 | $24.7M |
| Godsey & Gibb, Inc. | 2.41% | Reduce -2.4% | 200,036 | $24.1M |
| Nicola Wealth Management LTD. | 2.27% | Reduce -24.6% | 138,535 | $24.0M |
| Pathstone Holdings, LLC | 0.10% | Reduce -11.1% | 192,280 | $23.2M |
| Americana Partners, LLC | 0.88% | Add +504.1% | 178,260 | $21.5M |
| K.J. Harrison & Partners Inc | 3.35% | Reduce -0.9% | 178,956 | $21.4M |
| Brown Advisory Inc. | 0.03% | Add +1804.6% | 176,789 | $21.3M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -88.4% | 163,853 | $19.7M |
| Citadel Advisors | 0.02% | Add +3.7% | 161,447 | $19.5M |
| Utah Retirement Systems | 0.21% | No change | 157,891 | $19.0M |
| Acadian Asset Management LLC | 0.05% | Add +304.9% | 148,600 | $17.9M |
| Unigestion Holding SA | 0.98% | Reduce -14.0% | 141,627 | $17.1M |
| LPL Financial LLC | 0.01% | Add +16.7% | 137,608 | $16.6M |
| Public Sector Pension Investment Board | 0.07% | Reduce -26.7% | 135,820 | $16.4M |
| Janus Henderson Group PLC | 0.01% | Reduce -10.2% | 133,480 | $16.1M |
| Avanza Fonder AB | 0.48% | — | 92,690 | $16.1M |
| Crossmark Global Holdings, Inc. | 0.30% | Reduce -1.6% | 133,218 | $16.1M |
| Natixis Advisors, LLC | 0.03% | Add +6.1% | 129,647 | $15.6M |
| Canerector Inc. | 7.49% | — | 65,000 | $15.4M |
| Claret Asset Management Corp | 2.43% | Reduce -0.1% | 127,061 | $15.3M |
| DORCHESTER WEALTH MANAGEMENT Co | 2.96% | Reduce -8.0% | 123,052 | $14.8M |
| Jane Street Group, LLC | 0.02% | Add +186.5% | 122,447 | $14.8M |
| Royal London Asset Management Ltd. | 0.04% | No change | 120,128 | $14.5M |
| Waratah Capital Advisors Ltd. | 0.81% | Add +92.0% | 119,571 | $14.4M |
| Ilmarinen Mutual Pension Insurance Co | 0.12% | Add +40.4% | 118,249 | $14.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.04% | Add +735.3% | 77,538 | $14.1M |
| Truist Financial Corp. | 0.02% | Reduce -0.6% | 116,700 | $14.1M |
| Lorne Steinberg Wealth Management Inc. | 3.91% | Reduce -0.5% | 112,062 | $13.5M |
| Lombard Odier Asset Management (Switzerland) SA | 0.94% | Add +8.5% | 50,470 | $12.6M |
| Barometer Capital Management Inc. | 5.02% | New | 72,881 | $12.5M |
| American Assets Investment Management, LLC | 1.02% | No change | 103,500 | $12.5M |
| Intech Investment Management LLC | 0.12% | Add +0.7% | 103,393 | $12.5M |
| Captrust Financial Advisors | 0.04% | Add +0.9% | 102,995 | $12.4M |
| Shikiar Asset Management Inc. | 3.63% | No change | 102,657 | $12.4M |
| HighTower Advisors, LLC | 0.02% | Reduce -2.3% | 102,216 | $12.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.2% | 100,495 | $12.1M |
| Bridgewater Associates | 0.06% | Add +35.0% | 99,900 | $12.0M |
| Ossiam | 0.20% | Reduce -21.7% | 97,195 | $11.7M |
| Bragg Financial Advisors, Inc | 0.47% | Reduce -0.6% | 96,169 | $11.6M |
| United Services Automobile Association | 0.38% | No change | 46,510 | $11.6M |
| Ensign Peak Advisors, Inc | 0.02% | No change | 92,981 | $11.2M |
| M. Kulyk & Associates, LLC | 2.42% | Reduce -7.0% | 92,777 | $11.2M |
| Heathbridge Capital Management Ltd. | 4.38% | Reduce -0.2% | 91,300 | $11.0M |
| Vontobel Holding Ltd. | 0.04% | No change | 87,964 | $10.6M |
| Palisade Asset Management, LLC | 1.07% | Reduce -0.4% | 87,649 | $10.6M |
| US Bancorp \de | 0.01% | Add +0.8% | 87,312 | $10.5M |
| Wealth High Governance Capital Ltda | 3.67% | New | 85,000 | $10.2M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -0.7% | 83,489 | $10.1M |
| Maryland State Retirement & Pension System | 0.22% | Reduce -0.1% | 83,277 | $10.0M |
| Onex Canada Asset Management Inc. | 1.15% | Reduce -9.3% | 79,796 | $9.6M |
| PCJ Investment Counsel Ltd. | 3.14% | Reduce -0.8% | 77,180 | $9.3M |
| Erste Asset Management GmbH | 0.10% | No change | 70,600 | $8.6M |
| Swiss Life Asset Management Ltd | 0.06% | Add +545.9% | 69,134 | $8.3M |
| Federated Hermes, Inc. | 0.02% | Reduce -5.6% | 65,099 | $7.8M |
| Ravenstone Capital Management Inc. | 4.49% | Add +2.0% | 64,946 | $7.8M |
| Altrius Capital Management Inc | 2.08% | Reduce -12.3% | 64,334 | $7.8M |
| Metis Global Partners, LLC | 0.23% | Reduce -1.5% | 63,993 | $7.7M |
| Capital Fund Management S.A. | 0.07% | Add +98.1% | 62,608 | $7.5M |
| Mariner, LLC | 0.01% | Add +2.7% | 60,467 | $7.3M |
| Pinnacle Associates Ltd. | 0.10% | Reduce -0.8% | 60,162 | $7.3M |
| Baskin Financial Services Inc. | 0.57% | Add +31.3% | 59,849 | $7.2M |
| Quantinno Capital Management LP | 0.07% | Add +8.9% | 59,153 | $7.1M |
| Summerhill Capital Management lnc. | 5.20% | Add +2.8% | 57,822 | $7.0M |
| Live Oak Private Wealth LLC | 1.09% | Reduce -6.8% | 53,689 | $6.5M |
| BW Gestao de Investimentos Ltda. | 0.29% | New | 51,800 | $6.2M |
| Country Club Bank | 0.40% | Reduce -1.7% | 49,835 | $6.0M |
| Hennessy Advisors Inc. | 0.18% | Reduce -3.5% | 49,600 | $6.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +450.0% | 48,400 | $5.8M |
| M&T Bank Corp | 0.02% | Reduce -0.6% | 47,887 | $5.8M |
| Value Partners Investments Inc. | 3.26% | Reduce -85.1% | 47,884 | $5.8M |
| Principal Financial Group Inc. | 0.00% | Reduce -10.9% | 47,400 | $5.7M |
| Diversified Trust Co. | 0.14% | Reduce -38.1% | 47,387 | $5.7M |
| Ewing Morris & Co. Investment Partners Ltd. | 1.91% | New | 31,900 | $5.5M |
| Candriam S.C.A. | 0.03% | Add +8.3% | 45,803 | $5.5M |
| Osaic Holdings, Inc. | 0.01% | Add +2.5% | 44,323 | $5.3M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -3.5% | 44,126 | $5.3M |
| Gold Investment Management Ltd. | 2.24% | Add +1.2% | 44,066 | $5.3M |
| Summit Global Investments | 0.31% | New | 40,597 | $4.9M |
| Cetera Investment Advisers | 0.01% | Add +16.2% | 40,583 | $4.9M |
| Ritholtz Wealth Management | 0.14% | Add +9.3% | 39,925 | $4.8M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -4.8% | 39,774 | $4.8M |
| Pacifica Partners Inc. | 2.06% | Reduce -1.9% | 39,993 | $4.8M |
| Mediolanum International Funds Ltd | 0.06% | Add +104.9% | 39,793 | $4.8M |
| Cerity Partners LLC | 0.01% | Reduce -10.2% | 39,036 | $4.7M |
| Turn8 Private Wealth Inc. | 3.33% | — | 27,408 | $4.7M |
| Cardinal Capital Management | 0.73% | Add +0.8% | 38,654 | $4.7M |
| Generali Asset Management SPA SGR | 0.12% | — | 26,541 | $4.6M |
| Man Group plc | 0.01% | Add +29.4% | 38,076 | $4.6M |
| Evelyn Partners Investment Management LLP | 0.14% | — | 36,489 | $4.4M |
| Corient Private Wealth LP | 0.01% | Reduce -0.3% | 36,429 | $4.4M |
| Vanguard Personalized Indexing Management, LLC | 0.07% | Add +8.9% | 36,369 | $4.4M |
| one8zero8, LLC | 0.94% | — | 36,335 | $4.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +3.2% | 35,822 | $4.3M |
| Counterweight Ventures, LLC | 3.00% | No change | 35,227 | $4.2M |
| Twin Tree Management, LP | 0.10% | Reduce -7.8% | 34,267 | $4.1M |
| Logan Capital Management Inc. | 0.17% | Add +1.7% | 33,565 | $4.0M |
| Aristotle Capital Management, LLC | 0.01% | No change | 33,470 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +7.6% | 33,189 | $4.0M |
| Knights of Columbus Asset Advisors LLC | 0.26% | New | 33,170 | $4.0M |
| Tacita Capital Inc | 2.80% | Reduce -0.8% | 32,545 | $3.9M |
| Louisbourg Investments Inc. | 1.01% | Reduce -11.6% | 31,897 | $3.8M |
| Shilanski & Associates, Inc. | 1.23% | Reduce -0.6% | 31,888 | $3.8M |
| Credit Agricole S A | 0.01% | Reduce -2.4% | 31,779 | $3.8M |
| Te Ahumairangi Investment Management Ltd | 0.78% | Reduce -12.9% | 30,940 | $3.7M |
| Aspiriant, LLC | 0.13% | Add +0.2% | 30,756 | $3.7M |
| Quilter Plc | 0.07% | Reduce -18.8% | 28,826 | $3.5M |
| Stifel Financial Corp. | 0.00% | Add +6.2% | 28,393 | $3.4M |
| Basswood Capital Management, L.L.C. | 0.20% | No change | 28,335 | $3.4M |
| Two Sigma Advisers, LP | 0.01% | New | 28,200 | $3.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.16% | Reduce -4.5% | 27,938 | $3.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -35.3% | 26,940 | $3.2M |
| Signaturefd, LLC | 0.06% | Add +4.5% | 26,909 | $3.2M |
| Dynamic Technology Lab Private Ltd | 0.52% | Add +81.9% | 26,720 | $3.2M |
| Aspen Grove Capital, LLC | 0.68% | No change | 26,511 | $3.2M |
| Cigna Investments Inc. | 0.56% | Reduce -0.9% | 26,190 | $3.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.25% | Reduce -6.9% | 25,365 | $3.1M |
| Trust Co of the South | 0.61% | Add +0.9% | 25,043 | $3.0M |
| Plato Investment Management Ltd | 0.22% | No change | 24,887 | $3.0M |
| Ninepoint Partners LP | 0.47% | Reduce -7.0% | 24,623 | $3.0M |
| Alkeme Wealth, LLC | 1.35% | Reduce -1.5% | 24,478 | $2.9M |
| Harvest Portfolios Group Inc. | 0.10% | Add +4.9% | 24,389 | $2.9M |
| Zurich Insurance Group Ltd | 0.02% | New | 24,100 | $2.9M |
| D. E. Shaw & Co. | 0.00% | Reduce -9.2% | 23,600 | $2.8M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.29% | — | 23,000 | $2.8M |
| Whitener Capital Management, Inc. | 0.77% | Reduce -0.2% | 22,819 | $2.7M |
| RNC Capital Management LLC | 0.15% | No change | 22,562 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -26.5% | 22,179 | $2.7M |
| Cary Street Partners Financial LLC | 0.09% | — | 22,162 | $2.7M |
| Blair William & Co. | 0.01% | Add +0.6% | 22,150 | $2.7M |
| Qtron Investments LLC | 0.37% | Reduce -4.5% | 22,148 | $2.7M |
| Townsquare Capital LLC | 0.03% | Add +10.2% | 22,082 | $2.7M |
| Wambolt & Associates, LLC | 0.85% | Reduce -9.6% | 21,924 | $2.6M |
| Fairfield, Bush & Co. | 1.55% | Add +2.5% | 21,824 | $2.6M |
| Caption Management, LLC | 0.11% | New | 21,800 | $2.6M |
| CFM Wealth Partners LLC | 0.43% | No change | 21,401 | $2.6M |
| Tremblant Capital Group | 0.27% | Add +14.8% | 20,960 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -16.5% | 20,410 | $2.5M |
| Walleye Capital LLC | 0.03% | New | 20,214 | $2.4M |
| Polar Asset Management Partners Inc. | 0.05% | Add +32.3% | 19,837 | $2.4M |
| Bogart Wealth, LLC | 0.11% | No change | 19,732 | $2.4M |
| Verum Partners LLC | 0.68% | New | 19,525 | $2.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +40.6% | 19,476 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +9.8% | 19,458 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +9.8% | 19,458 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -8.5% | 19,106 | $2.3M |
| Davis-Rea LTD. | 1.13% | Reduce -5.3% | 18,618 | $2.2M |
| Capital Investment Advisory Services, LLC | 0.21% | Add +1.4% | 18,528 | $2.2M |
| Brown Brothers Harriman & Co. | 0.02% | Add +6.7% | 18,436 | $2.2M |
| Yousif Capital Management, LLC | 0.02% | Reduce -11.8% | 18,406 | $2.2M |
| Old Port Advisors | 0.62% | Reduce -1.2% | 17,862 | $2.2M |
| Forum Financial Management, LP | 0.04% | Add +7.8% | 17,589 | $2.1M |
| Prospera Financial Services Inc | 0.05% | Reduce -0.0% | 17,575 | $2.1M |
| KMG Fiduciary Partners, LLC | 0.18% | Add +11.0% | 17,576 | $2.1M |
| Colonial Trust Advisors | 0.19% | No change | 17,452 | $2.1M |
| Independent Advisor Alliance | 0.03% | Add +0.9% | 17,382 | $2.1M |
| Prudential PLC | 0.01% | Reduce -35.5% | 17,247 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.7% | 16,729 | $2.1M |
| Applied Capital LLC | 1.61% | Reduce -0.7% | 17,012 | $2.1M |
| Graham Capital Management, L.P. | 0.10% | New | 16,946 | $2.0M |
| Park Avenue Securities LLC | 0.02% | Add +25.9% | 16,762 | $2.0M |
| Muirfield Wealth Advisors LLC | 1.66% | Add +0.7% | 16,680 | $2.0M |
| Pinnacle Financial Partners Inc | 0.04% | Reduce -2.9% | 16,658 | $2.0M |
| Sumitomo Life Insurance Co. | 0.04% | Reduce -2.5% | 16,635 | $2.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Reduce -2.5% | 16,635 | $2.0M |
| AMG National Trust Bank | 0.05% | Reduce -0.7% | 16,494 | $2.0M |
| CIBC Private Wealth Group LLC | 0.00% | Add +144.4% | 16,295 | $2.0M |
| Franklin Street Advisors Inc. | 0.13% | Add +13.1% | 16,030 | $1.9M |
| RFG Advisory, LLC | 0.05% | Reduce -2.0% | 15,962 | $1.9M |
| Voya Investment Management LLC | 0.00% | Add +173.9% | 15,833 | $1.9M |
| Blue Trust, Inc. | 0.02% | Reduce -7.7% | 15,543 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +6.2% | 15,190 | $1.8M |
| Boston Trust Walden Corp | 0.01% | Reduce -0.3% | 15,170 | $1.8M |
| Pembroke Management, LTD | 0.23% | No change | 10,492 | $1.8M |
| Richard P Slaughter Associates Inc | 0.41% | Reduce -3.7% | 15,036 | $1.8M |
| Clearstead Advisors, LLC | 0.03% | Add +1.2% | 14,760 | $1.8M |
| Compound Planning, Inc. | 0.09% | Add +12.4% | 14,456 | $1.7M |
| Aull & Monroe Investment Management Corp | 0.88% | Reduce -2.7% | 14,249 | $1.7M |
| Vise Technologies, Inc. | 0.14% | Add +43.8% | 14,142 | $1.7M |
| XTX Topco Ltd | 0.14% | Add +21.4% | 14,038 | $1.7M |
| Prudential Financial Inc. | 0.00% | Reduce -50.4% | 13,816 | $1.7M |
| CenterBook Partners LP | 0.10% | New | 13,718 | $1.7M |
| Natixis | 0.01% | Add +126.8% | 13,614 | $1.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -2.9% | 13,374 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -7.8% | 13,018 | $1.6M |
| Entropy Technologies, LP | 0.16% | Add +96.5% | 12,972 | $1.6M |
| Level Four Advisory Services, LLC | 0.06% | Reduce -24.7% | 12,701 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | Add +0.8% | 12,466 | $1.5M |
| Global Retirement Partners, LLC | 0.04% | Add +6.6% | 12,251 | $1.5M |
| Pacer Advisors, Inc. | 0.00% | Add +0.8% | 12,191 | $1.5M |
| Mayfair Advisory Group, LLC | 0.84% | No change | 11,802 | $1.4M |
| Tiaa Trust, National Association | 0.00% | Add +0.6% | 11,458 | $1.4M |
| Gibbs Wealth Management | 0.37% | Add +3.3% | 11,411 | $1.4M |
| Edmp, Inc. | 1.30% | No change | 11,329 | $1.4M |
| Waverly Advisors, LLC | 0.02% | No change | 11,328 | $1.4M |
| Ativo Capital Management LLC | 1.35% | Reduce -1.8% | 11,275 | $1.4M |
| Great Lakes Retirement, Inc. | 0.18% | Reduce -2.3% | 11,270 | $1.4M |
| Brown Shipley& Co Ltd | 0.66% | No change | 11,099 | $1.3M |
| Evergreen Capital Management LLC | 0.04% | Add +3.7% | 10,810 | $1.3M |
| Rhumbline Advisers | 0.00% | Add +3.0% | 10,805 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | New | 10,751 | $1.3M |
| Independent Solutions Wealth Management, LLC | 0.28% | Reduce -0.6% | 10,662 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -14.1% | 10,444 | $1.3M |
| Stephens Inc. | 0.02% | Add +6.4% | 10,268 | $1.2M |
| Creative Financial Designs Inc. | 0.10% | Reduce -3.9% | 10,229 | $1.2M |
| Donaldson Capital Management, LLC | 0.05% | Reduce -3.1% | 10,198 | $1.2M |
| Achmea Investment Management B.V. | 0.02% | New | 10,157 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +15.3% | 10,097 | $1.2M |
| Naples Global Advisors, LLC | 0.11% | No change | 9,947 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Add +1.1% | 9,904 | $1.2M |
| Founders Financial Alliance, LLC | 0.32% | Reduce -8.9% | 9,569 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Add +9.2% | 9,546 | $1.1M |
| Principal Securities, Inc. | 0.03% | Add +10.2% | 9,474 | $1.1M |
| Midwest Professional Planners, LTD. | 0.34% | Add +10.0% | 9,372 | $1.1M |
| Leisure Capital Management | 0.44% | Reduce -0.1% | 9,357 | $1.1M |
| Aprio Wealth Management, LLC | 0.16% | Add +10.8% | 9,345 | $1.1M |
| Syon Capital LLC | 0.10% | Add +0.1% | 9,318 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.2% | 8,907 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +11.9% | 8,788 | $1.1M |
| Cerro Pacific Wealth Advisors LLC | 0.35% | Reduce -2.5% | 8,469 | $1.1M |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -10.6% | 8,750 | $1.1M |
| Merit Financial Group, LLC | 0.02% | Add +8.9% | 8,645 | $1.0M |
| Oddo BHF Asset Management Sas | 0.05% | No change | 6,000 | $1.0M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -2.3% | 8,578 | $1.0M |
| Old North State Trust, LLC | 0.66% | Add +6.0% | 8,554 | $1.0M |
| Summit Financial, LLC | 0.04% | Add +163.3% | 8,519 | $1.0M |
| Advisory Resource Group | 0.21% | Add +3.1% | 8,403 | $1.0M |
| Moors & Cabot, Inc. | 0.05% | Reduce -12.1% | 8,346 | $1.0M |
| Arkadios Wealth Advisors | 0.05% | Add +0.9% | 8,276 | $997K |
| Susquehanna International Group, LLP | 0.00% | Add +124.3% | 8,262 | $996K |
| Sage Mountain Advisors LLC | 0.07% | Add +5.1% | 8,223 | $991K |
| Capital Investment Counsel, Inc | 0.15% | Reduce -1.2% | 8,157 | $983K |
| Farther Finance Advisors, LLC | 0.04% | Reduce -8.8% | 8,125 | $979K |
| Five Oceans Advisors | 0.45% | Add +12.3% | 8,103 | $976K |
| Tradewinds, LLC. | 0.27% | Reduce -7.8% | 8,235 | $973K |
| Pathway Financial Advisers, LLC | 0.32% | Add +3.1% | 7,966 | $960K |
| ICONIQ Capital, LLC | 0.01% | Add +131.0% | 7,779 | $937K |
| Danske Bank A/S | 0.00% | New | 7,703 | $928K |
| Community Bank, N.A. | 0.12% | No change | 7,688 | $926K |
| Obermeyer Wealth Partners | 0.05% | No change | 7,611 | $917K |
| Savant Capital, LLC | 0.01% | Add +13.3% | 7,550 | $910K |
| World Investment Advisors | 0.02% | Add +36.1% | 7,514 | $906K |
| Towne Trust Company, N.A | 0.32% | Reduce -21.1% | 7,500 | $904K |
| Cordgrass Capital Advisors, LLC | 0.26% | Reduce -50.8% | 7,484 | $902K |
| NewEdge Advisors, LLC | 0.01% | Add +64.5% | 7,444 | $897K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -10.8% | 7,358 | $887K |
| River Wealth Advisors LLC | 0.12% | Reduce -5.5% | 7,327 | $883K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 7,326 | $883K |
| AQR Capital Management | 0.00% | Add +33.4% | 7,319 | $882K |
| First Manhattan Co. Llc. | 0.00% | No change | 7,280 | $877K |
| Wolverine Trading, LLC | 0.02% | New | 7,278 | $877K |
| Caprock Group, LLC | 0.03% | Reduce -0.3% | 7,276 | $877K |
| Phoenix Financial Ltd. | 0.01% | Reduce -8.1% | 7,271 | $876K |
| Hilltop National Bank | 0.26% | Reduce -1.6% | 7,255 | $874K |
| Tandem Investment Advisors, Inc. | 0.03% | Add +2.2% | 7,051 | $850K |
| MML Investors Services, LLC | 0.00% | Reduce -1.1% | 7,000 | $844K |
| Novare Capital Management LLC | 0.07% | No change | 6,931 | $835K |
| International Assets Investment Management, LLC | 0.07% | Reduce -32.2% | 790,441 | $830K |
| Parallel Advisors, LLC | 0.02% | Add +4.3% | 6,681 | $805K |
| Brady Family Wealth, LLC | 0.25% | No change | 6,647 | $801K |
| Sienna Gestion | 0.05% | No change | 6,627 | $799K |
| Affinity Capital Advisors, LLC | 0.15% | No change | 6,416 | $778K |
| Bleakley Financial Group, LLC | 0.02% | Add +2.8% | 6,422 | $774K |
| Westover Capital Advisors, LLC | 0.17% | Reduce -2.1% | 6,404 | $772K |
| Welch Group, LLC | 0.03% | No change | 6,390 | $770K |
| Wagner Wealth Management, LLC | 0.20% | Add +9.0% | 6,284 | $757K |
| EPG Wealth Management LLC | 0.20% | Reduce -0.8% | 6,261 | $755K |
| First National Trust Co | 0.03% | No change | 6,250 | $753K |
| Woodard & Co. Asset Management Group Inc. | 0.16% | No change | 6,225 | $750K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.8% | 6,114 | $737K |
| Checchi Capital Advisers, LLC | 0.05% | Add +1.3% | 6,084 | $733K |
| Patten & Patten Inc. | 0.05% | No change | 6,080 | $733K |
| Rodgers Brothers Inc. | 0.10% | No change | 6,050 | $729K |
| Ti-Trust, Inc. | 0.48% | No change | 6,000 | $723K |
| Algert Global LLC | 0.02% | Add +5.3% | 5,951 | $717K |
| Schechter Investment Advisors, LLC | 0.05% | Reduce -5.1% | 5,926 | $714K |
| Community Bank & Trust, Waco, Texas | 0.16% | Add +12.5% | 5,893 | $710K |
| Legacy Wealth Asset Management, LLC | 0.19% | Reduce -1.9% | 5,715 | $689K |
| Mountain Pacific Investment Advisers LLC | 0.05% | No change | 5,694 | $686K |
| Forbes J M & Co. LLP | 0.07% | No change | 5,600 | $675K |
| Sara-Bay Financial | 0.24% | New | 5,484 | $661K |
| Citrine Capital LLC | 0.48% | — | 5,412 | $652K |
| Advisory Services Network, LLC | 0.01% | Reduce -22.6% | 5,360 | $646K |
| Evelyn Partners Investment Management Services Ltd | 0.11% | — | 5,346 | $644K |
| Holderness Investments Co. | 0.14% | Reduce -3.7% | 5,295 | $638K |
| West Family Investments, Inc. | 0.22% | Reduce -1.6% | 5,206 | $627K |
| Balentine LLC | 0.03% | Reduce -4.5% | 5,185 | $625K |
| Salem Investment Counselors Inc. | 0.02% | No change | 5,167 | $623K |
| HB Wealth Management, LLC | 0.01% | Add +47.4% | 5,144 | $620K |
| Spirepoint Private Client, LLC | 0.08% | No change | 5,123 | $617K |
| Marble Harbor Investment Counsel, LLC | 0.07% | No change | 5,006 | $603K |
| Sterling Capital Management LLC | 0.01% | No change | 4,985 | $601K |
| Cresset Asset Management, LLC | 0.00% | Reduce -72.7% | 4,953 | $597K |
| Ontario Teachers Pension Plan Board | 0.01% | Add +78.4% | 4,946 | $596K |
| Calydon Capital | 0.12% | No change | 4,926 | $594K |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -9.8% | 4,900 | $591K |
| Wedmont Private Capital | 0.03% | No change | 4,908 | $581K |
| Enterprise Bank & Trust Co | 0.19% | No change | 4,800 | $578K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -3.0% | 4,800 | $578K |
| Cordatus Wealth Management LLC | 0.15% | Add +0.3% | 4,791 | $577K |
| Fifth Third Bancorp | 0.00% | Add +46.7% | 4,712 | $568K |
| Ruggaard & Associates LLC | 0.25% | Add +1.9% | 4,685 | $565K |
| Huntington National Bank | 0.01% | Reduce -0.8% | 4,684 | $564K |
| Tudor Investment Corporation | 0.01% | Add +28.5% | 4,679 | $564K |
| Mission Creek Capital Partners, Inc. | 0.12% | Reduce -3.8% | 4,662 | $562K |
| BlackDiamond Wealth Management, LLC | 0.32% | No change | 4,654 | $561K |
| Vident Advisory, LLC | 0.01% | Add +15.2% | 4,597 | $554K |
| Legacy Capital Group California, Inc. | 0.17% | Reduce -0.0% | 4,554 | $549K |
| Quadrant Capital Group LLC | 0.04% | Add +0.3% | 4,531 | $546K |
| Ethic Inc. | 0.01% | New | 4,513 | $544K |
| Colonial Trust Co / SC | 0.08% | Add +27.3% | 4,492 | $541K |
| Kathmere Capital Management, LLC | 0.05% | Add +4.5% | 4,475 | $539K |
| Burney Co./ | 0.02% | Reduce -13.3% | 4,403 | $531K |
| Ballentine Partners, LLC | 0.01% | Add +2.2% | 4,308 | $519K |
| Sollinda Capital Management LLC | 0.14% | Add +16.1% | 4,264 | $514K |
| Legacy Financial Advisors, Inc. | 0.08% | Add +7.0% | 4,229 | $510K |
| Twinbeech Capital LP | 0.01% | New | 4,211 | $507K |
| Moloney Securities Asset Management, LLC | 0.07% | No change | 4,186 | $504K |
| Magnolia Capital Management Ltd. | 0.40% | Add +24.0% | 4,180 | $504K |
| LGT Group Foundation | 0.01% | Reduce -47.1% | 4,163 | $501K |
| Boomfish Wealth Group, LLC | 0.30% | Reduce -64.6% | 4,144 | $499K |
| PDS Planning, Inc | 0.04% | Add +5.4% | 4,084 | $492K |
| Assetmark, Inc. | 0.00% | Add +7.3% | 4,052 | $488K |
| Engineers Gate Manager LP | 0.01% | New | 4,044 | $488K |
| Strategic Blueprint, LLC | 0.03% | Add +0.6% | 4,045 | $487K |
| Jones Financial Companies LLLP | 0.00% | Add +1322.0% | 4,010 | $483K |
| Guardian Financial Partners, LLC | 0.29% | No change | 4,008 | $483K |
| Pinnacle West Asset Management, Inc. | 0.35% | No change | 4,000 | $482K |
| Brucke Financial, Inc. | 0.41% | — | 3,868 | $472K |
| Galibier Capital Management Ltd. | 0.13% | No change | 3,910 | $471K |
| Summit Asset Management, LLC | 0.08% | No change | 3,845 | $463K |
| Financial Security Advisor, Inc. | 0.12% | No change | 3,842 | $463K |
| Peak Planning Group, LLC | 0.19% | No change | 3,799 | $458K |
| Triangle Securities Wealth Management | 0.12% | Reduce -3.8% | 3,778 | $455K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.3% | 3,734 | $450K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -0.9% | 3,710 | $447K |
| First Heartland Consultants, Inc. | 0.05% | Add +0.9% | 3,694 | $445K |
| Kingsview Wealth Management, LLC | 0.01% | Add +7.7% | 3,685 | $444K |
| Cwm, LLC | 0.00% | Reduce -1.6% | 3,670 | $442K |
| Gradient Investments LLC | 0.01% | Reduce -22.1% | 3,612 | $435K |
| May Hill Capital, LLC | 0.17% | — | 3,592 | $433K |
| Smith Salley Wealth Management | 0.03% | Reduce -5.3% | 3,550 | $428K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.3% | 3,548 | $428K |
| Sheets Smith Wealth Management | 0.05% | Reduce -1.7% | 3,531 | $426K |
| Atlas Legacy Advisors, LLC | 0.10% | — | 3,513 | $423K |
| Compagnie Lombard Odier SCmA | 0.01% | No change | 3,500 | $422K |
| Certified Advisory Corp | 0.05% | Add +0.2% | 3,494 | $421K |
| Argent Trust Co | 0.02% | No change | 3,481 | $419K |
| Edmond DE Rothschild Holding S.A. | 0.01% | New | 3,454 | $416K |
| Cypress Capital Group | 0.05% | Reduce -9.4% | 3,450 | $416K |
| Chemung Canal Trust Co. | 0.09% | No change | 3,427 | $413K |
| Tuttle Capital Management, LLC | 2.12% | Add +34.7% | 3,415 | $412K |
| Fiduciary Trust Co | 0.01% | No change | 3,412 | $411K |
| Cullinan Associates Inc. | 0.03% | Reduce -15.0% | 3,400 | $410K |
| Keybank National Association | 0.00% | Add +1.8% | 3,375 | $407K |
| Clarius Group, LLC | 0.03% | Add +5.2% | 3,354 | $404K |
| Beverly Hills Private Wealth, LLC | 0.08% | Reduce -7.1% | 3,310 | $399K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 3,283 | $396K |
| Roman Butler Fullerton & Co. | 0.13% | Reduce -4.0% | 3,224 | $395K |
| Wealth Group, Ltd. | 0.26% | No change | 3,275 | $395K |
| Sivia Capital Partners, LLC | 0.20% | Add +2.2% | 3,259 | $393K |
| Armor Investment Advisors, LLC | 0.16% | Add +0.5% | 3,250 | $392K |
| Ieq Capital, LLC | 0.00% | Add +12.6% | 3,218 | $388K |
| State of Wyoming | 0.05% | Add +304.7% | 3,201 | $386K |
| Hemenway Trust Co LLC | 0.03% | Reduce -9.9% | 3,190 | $384K |
| &partners | 0.00% | Add +85.5% | 3,169 | $382K |
| Edge Capital Group, LLC | 0.02% | No change | 3,155 | $380K |
| Callan Capital, LLC | 0.03% | Reduce -19.3% | 3,117 | $376K |
| Bfsg, LLC | 0.04% | Reduce -10.8% | 3,091 | $372K |
| D.A. Davidson & Co. | 0.00% | Reduce -17.3% | 3,086 | $372K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 3,051 | $368K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 3,044 | $367K |
| Chemistry Wealth Management LLC | 0.09% | Reduce -9.8% | 3,043 | $367K |
| Aviance Capital Partners, LLC | 0.05% | No change | 3,036 | $366K |
| Cobblestone Capital Advisors LLC | 0.02% | No change | 3,000 | $362K |
| Callan Family Office, LLC | 0.02% | New | 2,997 | $361K |
| Virtu Financial LLC | 0.02% | New | 2,994 | $361K |
| Gulf International Bank (UK) Ltd | 0.01% | Reduce -29.1% | 2,997 | $361K |
| Lazard Asset Management LLC | 0.00% | No change | 3,000 | $361K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +78.7% | 2,923 | $352K |
| BIP Wealth, LLC | 0.02% | No change | 2,921 | $352K |
| Drive Wealth Management, LLC | 0.09% | Add +4.3% | 2,919 | $352K |
| Severin Investments, LLC | 0.35% | — | 2,916 | $351K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -54.3% | 2,909 | $351K |
| MGB Wealth Management, LLC | 0.11% | No change | 2,895 | $349K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +25.4% | 2,889 | $348K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.8% | 2,884 | $348K |
| Andra AP-fonden | 0.01% | New | 2,000 | $347K |
| Westwood Holdings Group Inc. | 0.00% | No change | 2,875 | $346K |
| Excalibur Management Corp. | 0.14% | No change | 2,871 | $346K |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.3% | 2,860 | $345K |
| Waterloo Capital, L.P. | 0.04% | No change | 2,861 | $345K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -9.5% | 2,844 | $343K |
| Nwam LLC | 0.02% | No change | 2,842 | $342K |
| Busey Bank | 0.01% | Reduce -5.2% | 2,833 | $341K |
| Laurel Wealth Advisors LLC | 0.05% | No change | 2,825 | $340K |
| Canopy Partners, LLC | 0.13% | Reduce -3.9% | 2,819 | $340K |
| Fortress Private Ledger, LLC | 0.21% | — | 2,817 | $339K |
| Shoker Investment Counsel, Inc. | 0.11% | Reduce -0.1% | 2,810 | $339K |
| DRW Securities, LLC | 0.02% | Reduce -17.0% | 2,809 | $339K |
| Grayhawk Investment Strategies Inc. | 0.63% | New | 2,752 | $332K |
| McGrath & Associates, Inc. | 0.66% | — | 2,727 | $329K |
| Guggenheim Capital LLC | 0.00% | Add +26.7% | 2,687 | $324K |
| Florida Trust Wealth Management Co | 0.01% | Add +19.0% | 2,666 | $321K |
| Transcend Capital Advisors, LLC | 0.02% | Add +1.1% | 2,660 | $321K |
| Riverview Trust Co | 0.29% | No change | 2,653 | $320K |
| Howe & Rusling Inc. | 0.03% | No change | 2,643 | $319K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 2,627 | $317K |
| Savvy Advisors, Inc. | 0.04% | New | 2,616 | $315K |
| Quantum Portfolio Management LLC | 0.17% | Reduce -1.3% | 2,614 | $315K |
| Shell Asset Management Co. | 0.01% | Reduce -3.7% | 2,611 | $315K |
| Cannell & Spears LLC | 0.01% | No change | 2,611 | $315K |
| OmniStar Financial Group, Inc. | 0.25% | Add +0.3% | 2,607 | $314K |
| Phillips Wealth Planners LLC | 0.31% | Add +1.3% | 2,650 | $314K |
| Harbour Investments, Inc. | 0.01% | Add +0.5% | 2,599 | $313K |
| Centaurus Financial, Inc. | 0.02% | No change | 2,560 | $309K |
| Jain Global LLC | 0.01% | — | 2,553 | $308K |
| Bray Capital Advisors | 0.08% | No change | 2,550 | $307K |
| Certuity, LLC | 0.03% | Add +17.4% | 2,545 | $307K |
| Whittier Trust Co. | 0.00% | Reduce -6.3% | 2,541 | $306K |
| Beacon Bank & Trust | 0.07% | Add +2.6% | 2,528 | $305K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,519 | $304K |
| J. L. Bainbridge & Co., Inc. | 0.03% | No change | 2,500 | $301K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | No change | 2,500 | $301K |
| Paragon Private Wealth Management, LLC | 0.14% | Add +15.3% | 2,485 | $299K |
| Avior Wealth Management, LLC | 0.01% | No change | 2,485 | $299K |
| Silver Oak Securities, Incorporated | 0.03% | Add +2.4% | 2,480 | $299K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -42.6% | 2,465 | $297K |
| FineMark National Bank & Trust | 0.01% | No change | 2,464 | $297K |
| Cromwell Holdings LLC | 0.17% | No change | 2,442 | $294K |
| Firestone Capital Management | 0.07% | No change | 2,434 | $293K |
| CVA Family Office, LLC | 0.05% | No change | 2,423 | $292K |
| LexAurum Advisors, LLC | 0.06% | Add +24.2% | 2,422 | $292K |
| Tompkins Financial Corp. | 0.03% | No change | 2,400 | $289K |
| King Luther Capital Management Corp. | 0.00% | Add +16.5% | 2,383 | $287K |
| Quadrant Private Wealth Management, LLC | 0.07% | Reduce -11.5% | 2,348 | $283K |
| Brighton Jones LLC | 0.01% | Add +33.1% | 2,313 | $279K |
| SVB Wealth LLC | 0.01% | New | 2,295 | $277K |
| CENTRAL TRUST Co | 0.01% | Add +5.3% | 2,270 | $274K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Reduce -34.0% | 2,270 | $274K |
| Kanawha Capital Management LLC | 0.02% | Reduce -1.7% | 2,265 | $273K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 2,254 | $272K |
| Cutler Investment Counsel LLC | 0.03% | Reduce -4.1% | 2,249 | $271K |
| West Oak Capital, LLC | 0.14% | No change | 2,248 | $271K |
| IFP Advisors, Inc | 0.01% | Add +8.1% | 2,246 | $271K |
| Bayesian Capital Management, LP | 0.03% | Reduce -1.6% | 2,209 | $266K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Reduce -4.3% | 2,200 | $265K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +544.0% | 2,196 | $265K |
| Glenmede Trust Co. NA | 0.00% | Reduce -30.5% | 2,193 | $264K |
| Pinebridge Investments, L.P. | 0.00% | New | 1,519 | $263K |
| Phoenix Wealth Advisors | 0.11% | New | 2,166 | $261K |
| HighPoint Advisor Group LLC | 0.01% | Add +2.5% | 2,201 | $261K |
| Fiduciary Group, LLC | 0.03% | No change | 2,158 | $260K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -12.1% | 2,153 | $259K |
| Lindbrook Capital, LLC | 0.02% | Add +2.9% | 2,150 | $259K |
| BNP Paribas Financial Markets | 0.00% | Add +68.3% | 2,148 | $259K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -15.4% | 2,122 | $256K |
| CW Advisors, LLC | 0.00% | New | 2,120 | $255K |
| Csenge Advisory Group | 0.01% | Reduce -3.8% | 2,106 | $254K |
| Clarkston Capital Partners, LLC | 0.00% | No change | 2,106 | $254K |
| West Coast Financial LLC | 0.03% | No change | 2,095 | $252K |
| Angeles Investment Advisors, LLC | 0.01% | Reduce -10.1% | 2,094 | $252K |
| Cherokee Insurance Co | 0.11% | — | 2,091 | $252K |
| Stiles Financial Services Inc | 0.09% | Add +0.5% | 2,085 | $251K |
| Sylvest Advisors, LLC | 0.15% | — | 2,070 | $249K |
| Good Life Advisors, LLC | 0.02% | Reduce -3.3% | 2,069 | $249K |
| First Affirmative Financial Network | 0.14% | Reduce -25.6% | 2,049 | $247K |
| Fox Run Management, L.L.C. | 0.04% | New | 2,048 | $247K |
| Mission Wealth Management, LP | 0.01% | Add +0.3% | 2,045 | $246K |
| Smith Chas P & Associates Pa Cpas | 0.01% | New | 2,023 | $244K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 2,015 | $243K |
| Carr Financial Group Corp | 0.08% | No change | 2,014 | $243K |
| Sei Investments Co. | 0.00% | Add +6.6% | 2,007 | $242K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.15% | — | 2,000 | $241K |
| Autumn Glory Partners, LLC | 0.12% | No change | 2,000 | $241K |
| Peak Asset Management, LLC | 0.04% | No change | 2,000 | $241K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -96.1% | 1,999 | $241K |
| Macquarie Group Ltd. | 0.00% | No change | 2,000 | $241K |
| Empower Advisory Group, LLC | 0.00% | Reduce -3.3% | 1,990 | $240K |
| Fiduciary Financial Group, LLC | 0.05% | Reduce -2.9% | 2,015 | $239K |
| Choreo, LLC | 0.00% | Add +0.1% | 1,950 | $235K |
| Sunpointe, LLC | 0.12% | Add +9.3% | 1,936 | $233K |
| Magnus Financial Group LLC | 0.02% | No change | 1,920 | $231K |
| Raleigh Capital Management Inc. | 0.09% | Add +0.7% | 1,919 | $231K |
| Atria Investments, Inc | 0.00% | Add +7.6% | 1,918 | $231K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +40.6% | 1,909 | $230K |
| Gitterman Wealth Management, LLC | 0.10% | New | 1,907 | $230K |
| Choate Investment Advisors | 0.01% | New | 1,905 | $230K |
| Arkos Global Advisors | 0.03% | No change | 1,885 | $227K |
| Contravisory Investment Management, Inc. | 0.05% | Add +2.2% | 1,883 | $227K |
| TD Private Client Wealth LLC | 0.01% | Reduce -1.6% | 1,883 | $227K |
| Equitable Holdings, Inc. | 0.00% | Add +8.8% | 1,873 | $226K |
| Riversedge Advisors, LLC | 0.05% | New | 1,848 | $223K |
| RMR Wealth Builders | 0.02% | No change | 1,821 | $219K |
| WealthShield Partners, LLC | 0.03% | Add +0.8% | 1,809 | $218K |
| Edgestream Partners, L.P. | 0.01% | Reduce -36.0% | 1,808 | $218K |
| Carson Advisory Inc. | 0.15% | Add +0.3% | 1,796 | $216K |
| PFG Investments, LLC | 0.01% | New | 1,785 | $215K |
| Allworth Financial LP | 0.00% | Reduce -0.5% | 1,775 | $215K |
| SteelPeak Wealth, LLC | 0.01% | No change | 1,778 | $214K |
| Thrivent Financial for Lutherans | 0.00% | New | 1,776 | $214K |
| Prudent Man Advisors, LLC | 0.08% | No change | 1,763 | $212K |
| FAS Wealth Partners, Inc. | 0.02% | No change | 1,743 | $210K |
| Barclays PLC | 0.00% | Reduce -80.3% | 1,740 | $210K |
| Waldron Private Wealth LLC | 0.01% | No change | 1,737 | $209K |
| Fulcrum Equity Management | 0.21% | No change | 1,730 | $208K |
| Valtinson Bruner Financial Planning LLC | 0.07% | No change | 1,721 | $207K |
| 1ST Source Bank | 0.01% | No change | 1,717 | $207K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.5% | 1,710 | $206K |
| JTC Employer Solutions Trustee Ltd | 0.01% | Add +355.9% | 1,705 | $206K |
| Seeds Investor LLC | 0.06% | New | 1,707 | $206K |
| Redmond Asset Management, LLC | 0.05% | No change | 1,679 | $202K |
| Wealth Alliance, LLC | 0.02% | Add +0.1% | 1,675 | $202K |
| Lido Advisors, LLC | 0.00% | Reduce -7.4% | 1,673 | $202K |
| Carret Asset Management, LLC | 0.02% | Reduce -3.8% | 1,670 | $201K |
| Ascent Group, LLC | 0.02% | New | 1,670 | $201K |
| CogentBlue Wealth Advisors, LLC | 0.18% | — | 1,669 | $201K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +10.7% | 1,628 | $196K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +21.1% | 1,623 | $196K |
| Hexagon Capital Partners LLC | 0.04% | Add +1.8% | 1,599 | $193K |
| SOA Wealth Advisors, LLC. | 0.03% | No change | 1,475 | $178K |
| Caldwell Trust Co | 0.02% | No change | 1,416 | $171K |
| Transamerica Financial Advisors, LLC | 0.02% | Reduce -7.0% | 1,378 | $166K |
| Rothschild Investment LLC | 0.01% | No change | 1,350 | $163K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +17.0% | 1,321 | $159K |
| Larson Financial Group LLC | 0.01% | Add +485.4% | 1,206 | $145K |
| CarsonAllaria Wealth Management, Ltd. | 0.08% | No change | 1,164 | $140K |
| Tobam | 0.04% | Reduce -69.0% | 789 | $137K |
| Garde Capital, Inc. | 0.01% | No change | 1,107 | $133K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 1,080 | $130K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 1,042 | $126K |
| Westside Investment Management, Inc. | 0.03% | No change | 1,000 | $121K |
| Spire Wealth Management | 0.00% | Add +1.1% | 966 | $116K |
| Addison Advisors LLC | 0.03% | Add +1.9% | 963 | $116K |
| MAI Capital Management | 0.00% | New | 952 | $115K |
| Ancora Advisors LLC | 0.00% | Add +4.0% | 942 | $113K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 892 | $107K |
| Rosenberg Matthew Hamilton | 0.03% | Reduce -9.6% | 882 | $106K |
| GeoWealth Management, LLC | 0.00% | Add +365.8% | 843 | $102K |
| Sierra Ocean, LLC | 0.08% | — | 812 | $98K |
| WASHINGTON TRUST Co | 0.00% | Add +34.5% | 780 | $94K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.03% | Add +9.2% | 775 | $93K |
| Bruce G. Allen Investments, LLC | 0.07% | Reduce -3.2% | 727 | $88K |
| TFC Financial Management, Inc. | 0.01% | No change | 663 | $80K |
| Trust Co. of Vermont | 0.00% | Reduce -82.0% | 650 | $78K |
| Kozak & Associates, Inc. | 0.02% | No change | 649 | $78K |
| SBI Securities Co., Ltd. | 0.00% | — | 645 | $78K |
| Versant Capital Management, Inc | 0.02% | Add +2995.0% | 619 | $75K |
| Horizon Financial Services, LLC | 0.04% | Reduce -12.1% | 615 | $74K |
| First Horizon Advisors, Inc. | 0.00% | Add +2.3% | 615 | $74K |
| Heritage Wealth Advisors | 0.00% | No change | 600 | $72K |
| UMB Bank, n.a. | 0.00% | No change | 590 | $71K |
| NFSG Corp | 0.02% | New | 580 | $70K |
| Bayforest Capital Ltd | 0.09% | — | 569 | $69K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 508 | $61K |
| Hopwood Financial Services, Inc. | 0.05% | — | 500 | $60K |
| NBT Bank, N.A. | 0.00% | No change | 500 | $60K |
| JFS Wealth Advisors, LLC | 0.00% | Add +20.0% | 486 | $59K |
| Mather Group, Llc. | 0.00% | No change | 483 | $58K |
| Eastern Bank | 0.00% | No change | 476 | $57K |
| First Command Advisory Services, Inc. | 0.00% | New | 460 | $55K |
| Financial Management Professionals, Inc. | 0.01% | Add +26.8% | 426 | $51K |
| Ogorek Anthony Joseph /NY/ | 0.02% | No change | 425 | $51K |
| Murphy & Mullick Capital Management Corp | 0.05% | — | 413 | $50K |
| Concord Wealth Partners | 0.01% | No change | 412 | $50K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 404 | $49K |
| Sachetta, LLC | 0.02% | New | 390 | $47K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 375 | $45K |
| Hollencrest Capital Management | 0.00% | No change | 368 | $44K |
| Lanark Financial, Inc. | 3.98% | — | 360 | $43K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 345 | $42K |
| Park Place Capital Corp | 0.01% | No change | 344 | $41K |
| Private Trust Co. NA | 0.00% | No change | 340 | $41K |
| Coastline Trust Co | 0.00% | No change | 325 | $39K |
| Richardson Financial Services Inc. | 0.03% | Add +45.7% | 306 | $37K |
| Transce3nd, LLC | 0.01% | — | 305 | $37K |
| Crews Bank & Trust | 0.01% | — | 302 | $36K |
| Kieckhefer Group LLC | 0.02% | — | 300 | $36K |
| Delta Asset Management LLC | 0.00% | No change | 300 | $36K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 300 | $36K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | New | 297 | $36K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -38.2% | 293 | $35K |
| HM Payson & Co. | 0.00% | No change | 292 | $35K |
| Optiver Holding B.V. | 0.00% | New | 289 | $35K |
| Capital Analysts, LLC | 0.00% | Add +0.8% | 262 | $32K |
| Optimum Investment Advisors | 0.01% | No change | 265 | $32K |
| Ridgewood Investments LLC | 0.01% | No change | 250 | $30K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | — | 250 | $30K |
| Roxbury Financial LLC | 0.03% | — | 234 | $29K |
| WealthTrak Capital Management LLC | 0.02% | — | 235 | $28K |
| Salomon & Ludwin, LLC | 0.00% | No change | 234 | $28K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 225 | $27K |
| Park Square Financial Group, LLC | 0.02% | — | 210 | $25K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -66.7% | 206 | $25K |
| Missouri Trust & Investment Co | 0.01% | No change | 200 | $24K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -60.5% | 197 | $24K |
| Venturi Wealth Management, LLC | 0.00% | Add +43.7% | 194 | $23K |
| AdvisorNet Financial, Inc | 0.00% | No change | 190 | $23K |
| Zions Bancorporation, N.A. | 0.00% | No change | 183 | $22K |
| Capital A Wealth Management, LLC | 0.04% | — | 179 | $22K |
| JNBA Financial Advisors | 0.00% | No change | 160 | $19K |
| Asset Dedication, LLC | 0.00% | No change | 148 | $18K |
| Centricity Wealth Management, LLC | 0.02% | — | 145 | $17K |
| Stephens Consulting, LLC | 0.00% | New | 135 | $16K |
| CoreFirst Bank & Trust | 0.01% | No change | 133 | $16K |
| CoreCap Advisors, LLC | 0.00% | Reduce -35.1% | 133 | $16K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 130 | $16K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 125 | $15K |
| Hemington Wealth Management | 0.00% | No change | 129 | $15K |
| Cornerstone Planning Group LLC | 0.00% | Add +3.4% | 121 | $15K |
| Penserra Capital Management LLC | 0.00% | No change | 114 | $13K |
| Hoese & Co LLP | 0.01% | No change | 100 | $12K |
| TruNorth Capital Management, LLC | 0.00% | No change | 100 | $12K |
| Key Financial Inc | 0.00% | No change | 100 | $12K |
| Stonebridge Financial Group, LLC | 0.00% | — | 100 | $12K |
| Highline Wealth Partners LLC | 0.00% | Add +9.1% | 96 | $12K |
| ORG Partners LLC | 0.00% | No change | 93 | $11K |
| Harvest Fund Management Co., Ltd | 0.00% | New | 93 | $11K |
| MCF Advisors LLC | 0.00% | No change | 90 | $11K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 87 | $10K |
| Clean Yield Group | 0.00% | No change | 86 | $10K |
| Wolff Wiese Magana LLC | 0.01% | No change | 75 | $9K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 72 | $9K |
| Clear Investment Research, LLC | 0.01% | No change | 67 | $8K |
| Leonteq Securities AG | 0.00% | Add +2133.3% | 67 | $8K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -33.3% | 64 | $8K |
| Bell Investment Advisors, Inc | 0.00% | No change | 61 | $7K |
| Pacific Center for Financial Services | 0.00% | No change | 60 | $7K |
| Continuum Advisory, LLC | 0.00% | Reduce -10.4% | 60 | $7K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 51 | $6K |
| Coston, McIsaac & Partners | 0.00% | No change | 50 | $6K |
| SouthState Bank Corp | 0.00% | No change | 47 | $6K |
| Raffa Wealth Management, LLC | 0.00% | No change | 43 | $5K |
| Elequin Capital, LP | 0.00% | New | 41 | $5K |
| Creekmur Asset Management LLC | 0.00% | No change | 37 | $4K |
| Western Pacific Wealth Management, LP | 0.00% | No change | 33 | $4K |
| Valued Wealth Advisors LLC | 0.00% | No change | 27 | $3K |
| Investment Management Corp. /Va/ | 0.00% | — | 25 | $3K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 25 | $3K |
| LRI Investments, LLC | 0.00% | No change | 22 | $3K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -99.9% | 20 | $2K |
| NewSquare Capital LLC | 0.00% | New | 19 | $2K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 17 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -81.1% | 14 | $2K |
| YANKCOM Partnership | 0.00% | — | 12 | $1K |
| Sunbelt Securities, Inc. | 0.00% | No change | 11 | $1K |
| Summit Securities Group LLC | 0.00% | New | 10 | $1K |
| Grove Bank & Trust | 0.00% | Reduce -95.6% | 10 | $1K |
| Human Investing LLC | 0.00% | New | 8 | $965 |
| GAMMA Investing LLC | 0.00% | No change | 6 | $723 |
| High Note Wealth, LLC | 0.00% | New | 5 | $603 |
| Millstone Evans Group, LLC | 0.00% | — | 3 | $362 |
| Caitlin John, LLC | 0.00% | No change | 2 | $241 |
"% of holder's portfolio" is RY's weight in each manager's 13F, not the share of Royal Bank of Canada the manager owns.