Royal Bank of CanadaRY

13F holders, Q4 2025 (December 31)
916holders +85
102new positions
48sold out
8famous investors
$171.00avg. 13F price*

At the end of Q4 2025, 916 institutions reported holding Royal Bank of Canada (RY) in their 13F filings, up 85 from Q3 2025. 102 opened new positions and 48 sold out. The largest holders were Royal Bank of Canada ($12.2B), Vanguard Group Inc. ($11.5B) and Bank of Montreal ($10.2B). 8 famous investors held it, including Ken Fisher (0.4% of Fisher Asset Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions102$519.1M
Exits48$164.9M

All 13F filers, Q3 2025 → Q4 2025: 19,076,751 shares bought and 31,198,883 shares sold, net −12,122,132 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 916 holders

Royal Bank of Canada 2.15% Reduce -1.6% 71,787,710 $12.2B
Vanguard Group Inc. 0.17% Add +1.9% 67,628,463 $11.5B
Bank of Montreal 4.19% Reduce -4.9% 59,644,177 $10.2B
TD Asset Management Inc 4.27% Reduce -2.3% 31,066,800 $5.3B
FIL Ltd 2.97% Add +1.1% 23,258,871 $4.0B
Mackenzie Financial Corp. 4.26% Reduce -2.8% 21,016,911 $3.6B
Cibc World Market Inc. 6.31% Reduce -3.8% 20,670,197 $3.5B
Norges Bank 0.37% — 20,368,046 $3.5B
1832 Asset Management L.P. 3.67% Add +7.5% 16,861,242 $2.9B
National Bank of Canada 2.90% Reduce -10.2% 16,618,140 $2.8B
Bank of Nova Scotia 3.87% Add +1.6% 15,233,532 $2.6B
FMR LLC 0.12% Reduce -2.4% 14,310,478 $2.4B
Toronto Dominion Bank 4.27% Add +7.1% 14,060,986 $2.4B
Geode Capital Management, LLC 0.15% Add +6.9% 13,741,480 $2.4B
Manufacturers Life Insurance Company, The 1.69% Add +2.1% 11,879,653 $2.0B
Connor, Clark & Lunn Investment Management Ltd. 5.16% Add +3.5% 11,535,677 $2.0B
CIBC Asset Management Inc 4.47% Add +1.3% 10,835,008 $1.9B
Canada Pension Plan Investment Board 1.13% Add +43.2% 9,878,066 $1.7B
Federation des caisses Desjardins du Quebec 6.06% Reduce -31.1% 9,302,432 $1.6B
Scotia Capital Inc. 6.23% Reduce -0.1% 9,071,802 $1.5B
Legal & General Group Plc 0.33% Add +6.0% 8,773,645 $1.5B
Fisher Asset Management 0.37% Add +6.1% 6,373,400 $1.1B
JPMorgan Chase & Co. 0.07% Reduce -13.2% 6,334,440 $1.1B
TD Waterhouse Canada Inc. 5.75% Reduce -0.1% 5,420,773 $924.1M
Fiera Capital Corp 2.45% Reduce -6.5% 4,539,315 $774.1M
Morgan Stanley 0.04% Reduce -2.2% 4,269,524 $727.9M
Beutel, Goodman & Co Ltd. 4.10% Reduce -7.0% 3,913,751 $668.1M
Charles Schwab Investment Management Inc. 0.10% Add +1.4% 3,756,444 $641.2M
Goldman Sachs Group Inc. 0.08% Reduce -44.9% 3,329,686 $567.7M
Healthcare of Ontario Pension Plan Trust Fund 0.86% Reduce -13.6% 2,966,955 $505.9M
Invesco Ltd. 0.05% Reduce -3.9% 2,899,217 $494.3M
Agf Management Ltd. 1.99% Add +0.3% 2,396,579 $456.4M
Picton Mahoney Asset Management 4.96% Add +2.9% 2,652,043 $452.8M
Deutsche Bank AG 0.14% Add +7.8% 2,573,842 $438.8M
Wellington Management Group LLP 0.08% Reduce -4.2% 2,558,618 $436.8M
Franklin Resources Inc. 0.10% Add +0.7% 2,425,642 $413.5M
Dimensional Fund Advisors LP 0.09% Add +3.6% 2,387,748 $407.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 2.14% Reduce -17.8% 2,379,139 $405.6M
Massachusetts Financial Services Co. 0.13% Reduce -4.0% 2,309,255 $393.7M
Amundi 0.12% Add +30.6% 2,283,367 $389.3M
Mufg Securities (canada), LTD. 10.14% Reduce -8.1% 2,137,220 $364.4M
Bank of America Corp. 0.02% Reduce -8.3% 1,994,286 $340.0M
Caisse de depot et placement du Quebec 0.57% Add +1.6% 1,969,337 $336.2M
Alberta Investment Management Corp 2.16% Add +5.5% 1,901,887 $324.2M
Guardian Capital LP 8.94% Add +11.9% 1,767,408 $301.4M
Acadian Asset Management LLC 0.41% Add +134.7% 1,472,080 $251.3M
Letko, Brosseau & Associates Inc. 4.10% Reduce -2.4% 1,465,322 $250.1M
Clearbridge Investments, LLC 0.19% Add +4.2% 1,415,117 $241.3M
BlackRock, Inc. 0.00% Reduce -6.5% 1,362,461 $232.3M
Bank of New York Mellon Corp 0.04% Reduce -2.0% 1,310,064 $223.4M
Cardinal Capital Management, Inc. 4.62% Reduce -4.2% 879,128 $205.7M
Northern Trust Corp. 0.03% Reduce -2.2% 1,185,896 $202.2M
Aviva PLC 0.34% Add +5.5% 1,181,782 $201.6M
Alliancebernstein L.P. 0.06% Add +4.8% 1,158,121 $197.4M
BCV Asset Management Inc. 4.77% — 802,332 $188.6M
Russell Investments Group, Ltd. 0.20% Add +38.3% 1,055,401 $180.4M
Korea Investment CORP 0.35% Add +5.8% 1,043,704 $178.2M
Scheer, Rowlett & Associates Investment Management Ltd. 11.91% Reduce -20.3% 1,018,409 $173.6M
Nuveen, LLC 0.04% Reduce -0.3% 1,001,480 $171.0M
OMERS ADMINISTRATION Corp 1.22% Add +112.7% 1,000,524 $170.8M
Hillsdale Investment Management Inc. 4.55% Add +13.0% 965,757 $164.9M
Addenda Capital Inc. 4.83% Reduce -2.0% 702,804 $164.4M
Dixon Mitchell Investment Counsel Inc. 4.91% Reduce -2.1% 871,668 $148.8M
UBS Group AG 0.03% Reduce -3.0% 846,903 $144.4M
Regions Financial Corp. 0.86% Reduce -0.3% 790,893 $134.8M
State of Tennessee, Department of Treasury 0.43% Reduce -2.0% 802,436 $134.3M
Ameriprise Financial Inc. 0.03% Reduce -5.5% 766,762 $132.6M
Intact Investment Management Inc. 3.79% Reduce -6.0% 772,259 $131.6M
Public Sector Pension Investment Board 0.43% Reduce -66.8% 751,791 $128.2M
CANADA LIFE ASSURANCE Co 0.22% Reduce -36.5% 749,778 $128.0M
APG Asset Management N.V. 0.35% Reduce -7.9% 847,164 $123.1M
Zurich Insurance Group Ltd 0.84% New 713,739 $121.8M
AQR Capital Management 0.06% Add +780.8% 698,900 $119.2M
Capital World Investors 0.02% Add +2879.8% 691,838 $117.9M
Canoe Financial LP 1.60% Reduce -32.6% 691,320 $117.9M
Citigroup Inc. 0.07% Add +3.6% 630,471 $107.6M
Bank of Nova Scotia Trust Co. 9.33% Add +0.0% 628,786 $107.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.22% Add +0.1% 609,849 $104.1M
Millennium Management 0.08% Add +26.2% 603,858 $103.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.12% New 436,429 $102.1M
DekaBank Deutsche Girozentrale 0.17% No change 945,161 $101.2M
Pictet Asset Management Holding SA 0.10% Add +6.8% 589,154 $100.6M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 8.49% Reduce -3.7% 427,261 $100.0M
Raymond James Financial Inc. 0.03% Add +1.2% 515,980 $88.0M
State of Wisconsin Investment Board 0.20% New 513,881 $87.7M
UniSuper Management Pty Ltd 0.52% Add +2.0% 369,514 $86.5M
Northwest & Ethical Investments L.P. 1.94% Reduce -0.9% 505,802 $86.3M
Guardian Partners Inc. 6.88% Add +7.2% 507,206 $85.9M
Clark Capital Management Group, Inc. 0.48% Add +0.1% 455,405 $77.6M
Vontobel Holding Ltd. 0.25% Add +24.8% 447,501 $76.3M
Van Lanschot Kempen Investment Management N.V. 0.64% Add +18.4% 321,162 $74.7M
QV Investors Inc. 5.88% Reduce -7.2% 421,019 $71.9M
D. E. Shaw & Co. 0.06% Reduce -74.5% 413,209 $70.5M
J. Safra Sarasin Holding AG 1.14% Add +2.5% 409,240 $69.9M
Jefferies Financial Group Inc. 0.58% New 403,000 $68.7M
American Century Companies Inc. 0.03% Add +12.1% 394,415 $67.2M
Rockefeller Capital Management L.P. 0.12% Add +52.2% 393,185 $67.0M
Cumberland Partners Ltd 4.09% Reduce -1.6% 391,226 $66.7M
Edmond DE Rothschild Holding S.A. 0.90% Add +2.9% 371,010 $63.4M
Citadel Advisors 0.04% Reduce -32.4% 365,829 $62.4M
Two Sigma Investments, LP 0.09% Reduce -37.5% 339,417 $57.9M
Value Partners Investments Inc. 4.33% Add +0.1% 331,067 $56.5M
Rathbones Group PLC 0.22% Add +9.0% 325,014 $55.5M
Lansforsakringar Fondforvaltning AB (publ) 0.27% Add +1.2% 324,799 $55.4M
Mn Services Vermogensbeheer B.V. 0.34% Add +15.2% 319,877 $54.6M
Purpose Unlimited Inc. 2.53% — 319,743 $54.5M
Envestnet Asset Management Inc. 0.02% Reduce -8.5% 315,724 $53.8M
Forsta Ap-Fonden 0.32% Reduce -0.9% 312,200 $53.3M
Jane Street Group, LLC 0.06% Add +9.5% 305,882 $52.1M
Neuberger Berman Group LLC 0.04% Add +14.5% 303,331 $51.8M
First Trust Advisors LP 0.04% Reduce -14.0% 300,809 $51.3M
Cidel Asset Management Inc. 3.54% Reduce -50.7% 293,353 $50.1M
O'shaughnessy Asset Management, LLC 0.27% Reduce -5.8% 292,018 $49.8M
MUFG Securities EMEA plc 0.57% New 290,000 $49.4M
Montrusco Bolton Investments Inc. 0.61% Reduce -17.6% 285,473 $48.7M
Creative Planning 0.03% Add +6.8% 285,277 $48.6M
Skandinaviska Enskilda Banken AB (publ) 0.19% Reduce -0.9% 205,809 $48.2M
Aviso Financial Inc. 1.80% Add +4.5% 278,418 $47.5M
Public Employees Retirement System of Ohio 0.15% Add +1.9% 276,028 $47.1M
Barclays PLC 0.02% Add +108.5% 269,032 $45.9M
Investment Management Corp of Ontario 0.60% Add +84.2% 263,963 $45.0M
Kepler Cheuvreux (Suisse) SA 2.35% Reduce -20.8% 178,048 $41.7M
Varma Mutual Pension Insurance Co 0.25% Add +1.1% 240,529 $41.1M
Triasima Portfolio Management inc. 6.15% Add +7.0% 240,459 $41.0M
USS Investment Management Ltd 0.19% No change 226,144 $38.6M
Woodbridge Co Ltd 0.09% No change 222,615 $38.0M
Man Group plc 0.07% Add +245.5% 222,021 $37.9M
Susquehanna Portfolio Strategies, LLC 0.54% No change 205,100 $35.0M
Rempart Asset Management Inc. 6.48% Reduce -7.2% 200,912 $34.3M
Focus Partners Wealth 0.04% Reduce -0.4% 199,712 $34.0M
Cardinal Point Capital Management ULC 2.21% Reduce -0.5% 198,039 $33.8M
Coleford Investment Management Ltd. 8.16% Reduce -1.6% 196,684 $33.6M
Wells Fargo & Company 0.01% Add +8.8% 195,849 $33.4M
Godsey & Gibb, Inc. 2.98% Reduce -1.6% 194,331 $33.1M
Allianz Asset Management GmbH 0.04% Reduce -9.3% 192,459 $32.9M
Intech Investment Management LLC 0.28% Reduce -10.1% 183,892 $31.4M
Americana Partners, LLC 0.84% Add +0.2% 179,519 $30.6M
Royal London Asset Management Ltd. 0.06% Reduce -3.9% 179,359 $30.6M
Capital Research Global Investors 0.01% No change 177,506 $30.3M
Candriam S.C.A. 0.15% Add +424.0% 172,670 $29.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.27% — 170,887 $29.2M
Renaissance Technologies 0.04% Reduce -66.5% 163,394 $27.9M
LPL Financial LLC 0.01% Add +7.0% 163,204 $27.8M
Utah Retirement Systems 0.26% No change 159,007 $27.1M
Delaney Capital Management Ltd. 4.48% — 158,228 $27.0M
Genus Capital Management Inc. 3.06% Reduce -5.3% 153,928 $26.3M
Erste Asset Management GmbH 0.21% Add +32.3% 148,654 $25.5M
K.J. Harrison & Partners Inc 3.37% Reduce -0.7% 148,550 $25.4M
Maryland State Retirement & Pension System 0.52% Reduce -0.1% 148,311 $25.3M
Trexquant Investment LP 0.22% Add +378.5% 147,890 $25.2M
Harvest Portfolios Group Inc. 0.41% Add +37.1% 138,548 $23.6M
Avanza Fonder AB 0.55% Add +0.6% 93,431 $21.9M
Lorne Steinberg Wealth Management Inc. 5.02% Add +0.8% 127,924 $21.8M
HSBC Holdings PLC 0.01% Reduce -93.3% 124,824 $21.4M
Claret Asset Management Corp 2.48% Reduce -0.2% 124,241 $21.2M
Natixis Advisors, LLC 0.03% Reduce -1.9% 124,166 $21.2M
Janus Henderson Group PLC 0.01% No change 121,893 $20.9M
Quantinno Capital Management LP 0.04% Add +25.8% 120,865 $20.6M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.29% — 118,167 $20.2M
Swiss Life Asset Management Ltd 0.10% Add +1.6% 117,137 $20.0M
Crossmark Global Holdings, Inc. 0.28% Reduce -13.6% 114,807 $19.6M
Waratah Capital Advisors Ltd. 1.44% Add +3.2% 111,008 $18.9M
Susquehanna Fundamental Investments, LLC 0.63% Add +44.2% 108,900 $18.6M
Qube Research & Technologies Ltd 0.03% Reduce -74.2% 107,124 $18.3M
Two Sigma Advisers, LP 0.03% Reduce -33.7% 103,874 $17.7M
American Assets Investment Management, LLC 1.22% No change 103,500 $17.6M
Captrust Financial Advisors 0.03% Reduce -26.2% 101,288 $17.3M
Bragg Financial Advisors, Inc 0.55% Add +0.7% 99,436 $17.0M
Osmosis Investment Management UK Ltd 0.43% — 99,178 $16.9M
Point72 Asset Management 0.03% New 99,049 $16.9M
Polar Capital Holdings Plc 0.08% Add +40.9% 97,748 $16.7M
HighTower Advisors, LLC 0.02% Add +18.5% 96,234 $16.4M
Canerector Inc. 7.44% No change 65,000 $15.2M
Lazard Asset Management LLC 0.03% Add +4.3% 88,743 $15.1M
PNC Financial Services Group, Inc. 0.01% Reduce -1.6% 87,902 $15.0M
Capital Fund Management S.A. 0.14% Add +25.3% 86,259 $14.7M
Palisade Asset Management, LLC 1.41% Reduce -1.5% 84,756 $14.5M
Heathbridge Capital Management Ltd. 5.38% No change 82,500 $14.1M
Diversified Trust Co. 0.26% Add +3.9% 82,590 $14.1M
JCIC Asset Management Inc. 4.27% Reduce -1.9% 81,911 $14.0M
Commonwealth Equity Services, LLC 0.02% Reduce -4.6% 81,244 $13.9M
Truist Financial Corp. 0.02% Reduce -19.8% 81,109 $13.8M
Davis-Rea LTD. 3.45% Reduce -6.4% 80,853 $13.8M
PCJ Investment Counsel Ltd. 3.41% Add +1.1% 80,850 $13.8M
US Bancorp \de 0.02% Add +7.4% 79,294 $13.5M
Janney Montgomery Scott LLC 0.03% Add +1.1% 77,697 $13.2M
Bank Julius Baer & Co. Ltd, Zurich 0.04% Reduce -4.7% 75,700 $13.2M
Brown Advisory Inc. 0.02% Add +0.5% 75,513 $12.9M
Generali Asset Management SPA SGR 0.26% Reduce -2.7% 54,867 $12.8M
Ravenstone Capital Management Inc. 5.73% Add +1.5% 73,698 $12.6M
Natixis 0.05% Add +10.8% 72,317 $12.3M
Gulf International Bank (UK) Ltd 0.39% No change 71,225 $12.1M
Mariner, LLC 0.01% Add +5.8% 70,476 $12.0M
Cetera Investment Advisers 0.01% Add +1.0% 69,380 $11.8M
Pathstone Holdings, LLC 0.04% Reduce -0.4% 66,471 $11.3M
Altrius Capital Management Inc 2.37% Reduce -1.9% 65,579 $11.2M
CenterBook Partners LP 0.54% Add +15.0% 65,378 $11.1M
Baskin Financial Services Inc. 0.81% Reduce -2.5% 63,004 $10.7M
Worldquant Millennium Advisors LLC 0.04% Reduce -6.1% 61,313 $10.5M
Lombard Odier Asset Management (Switzerland) SA 0.44% Add +161.2% 60,190 $10.3M
Pinnacle Associates Ltd. 0.13% Reduce -0.4% 59,604 $10.2M
Ensign Peak Advisors, Inc 0.02% No change 58,081 $9.9M
Ninepoint Partners LP 1.15% Add +19.9% 56,706 $9.7M
Metis Global Partners, LLC 0.22% Reduce -16.9% 55,393 $9.4M
Cerity Partners LLC 0.01% Add +9.6% 55,378 $9.4M
Vanguard Personalized Indexing Management, LLC 0.09% Add +4.6% 55,105 $9.4M
Summerhill Capital Management lnc. 8.63% Reduce -0.3% 54,727 $9.3M
Live Oak Private Wealth LLC 1.25% No change 53,889 $9.2M
Shikiar Asset Management Inc. 2.38% No change 51,540 $8.8M
Cwm, LLC 0.02% Add +144.3% 50,349 $8.6M
Bessemer Group Inc. 0.01% Reduce -10.4% 50,051 $8.5M
First National Bank of Omaha 0.25% New 48,671 $8.4M
Merit Financial Group, LLC 0.07% Reduce -1.0% 48,592 $8.3M
Plato Investment Management Ltd 0.54% Add +59.8% 48,128 $8.3M
M&T Bank Corp 0.03% Add +0.9% 47,606 $8.1M
Logan Capital Management Inc. 0.34% Add +11.3% 47,353 $8.1M
Gold Investment Management Ltd. 2.56% Add +0.9% 47,100 $8.0M
Federated Hermes, Inc. 0.01% Reduce -1.1% 44,868 $7.6M
Assenagon Asset Management S.A. 0.01% Add +2.3% 44,423 $7.6M
Van Eck Associates Corp. 0.01% Add +3.4% 44,248 $7.5M
Indivisible Partners 0.80% — 43,021 $7.3M
Burkett Asset Management Ltd 7.34% — 42,556 $7.3M
Hennessy Advisors Inc. 0.26% Reduce -5.4% 42,300 $7.2M
Quadrant Capital Group LLC 0.22% Reduce -0.2% 41,842 $7.1M
HRT Financial LP 0.02% Add +833.8% 41,751 $7.1M
Laird Norton Wetherby Trust Company, LLC 0.14% New 40,653 $6.9M
Credit Agricole S A 0.02% Add +81.1% 40,584 $6.9M
Wealth Enhancement Advisory Services, LLC 0.01% Add +5.3% 40,159 $6.8M
Cardinal Capital Management 0.90% Add +0.1% 39,742 $6.8M
ASR Vermogensbeheer N.V. 0.08% No change 38,364 $6.5M
Pacifica Partners Inc. 2.87% Add +1.5% 37,878 $6.5M
Mercer Global Advisors Inc. 0.01% Add +7.8% 35,601 $6.4M
Parallax Volatility Advisers, L.P. 0.23% New 37,821 $6.4M
United Capital Financial Advisors, LLC 0.04% Reduce -1.7% 37,748 $6.4M
Ritholtz Wealth Management 0.11% Add +5.0% 36,755 $6.3M
NewEdge Advisors, LLC 0.02% Add +358.9% 36,669 $6.3M
one8zero8, LLC 1.31% Add +0.0% 35,377 $6.0M
Counterweight Ventures, LLC 3.37% No change 35,227 $6.0M
Tacita Capital Inc 3.47% Add +1.3% 35,117 $6.0M
Principal Financial Group Inc. 0.00% Reduce -14.5% 34,900 $6.0M
Aristotle Capital Management, LLC 0.01% Add +3.0% 34,487 $5.9M
Cambridge Investment Research Advisors, Inc. 0.02% Add +38.1% 33,620 $5.7M
ExodusPoint Capital Management, LP 0.06% Reduce -34.6% 33,300 $5.7M
Corient Private Wealth LP 0.01% Reduce -0.6% 33,279 $5.7M
Osaic Holdings, Inc. 0.01% Reduce -51.9% 33,007 $5.6M
Evelyn Partners Investment Management LLP 0.15% Reduce -6.2% 32,859 $5.6M
&partners 0.03% Add +4.5% 32,039 $5.5M
ARGA Investment Management, LP 0.15% Add +0.5% 31,843 $5.4M
Susquehanna Advisors Group, Inc. 0.20% New 31,300 $5.3M
Signaturefd, LLC 0.08% Add +2.9% 30,190 $5.1M
Ewing Morris & Co. Investment Partners Ltd. 2.24% Reduce -1.2% 29,614 $5.1M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -1.2% 29,582 $5.0M
Vise Technologies, Inc. 0.10% Add +41.9% 29,457 $5.0M
Orion Porfolio Solutions, LLC 0.04% Add +19.6% 28,871 $4.9M
Aspiriant, LLC 0.14% Add +0.7% 28,082 $4.8M
Louisbourg Investments Inc. 0.95% Add +0.4% 28,015 $4.8M
Turn8 Private Wealth Inc. 3.41% Reduce -12.0% 27,931 $4.8M
Mediolanum International Funds Ltd 0.05% Add +24.8% 27,701 $4.8M
J.W. Cole Advisors, Inc. 0.11% Add +1.3% 27,544 $4.7M
Trust Co of the South 0.74% Add +7.1% 26,873 $4.6M
SIG North Trading, ULC 0.80% Add +177.8% 26,634 $4.5M
MidFirst Bank 0.36% — 26,462 $4.5M
Aspen Grove Capital, LLC 0.78% No change 26,437 $4.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +30.1% 26,351 $4.5M
Quilter Plc 0.08% Reduce -0.3% 26,337 $4.5M
Stifel Financial Corp. 0.00% Add +5.5% 25,382 $4.3M
Cigna Investments Inc. 0.63% Reduce -0.6% 25,233 $4.3M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 25,143 $4.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.26% Reduce -0.1% 25,034 $4.3M
Generali Investments CEE, investicni spolecnost, a.s. 0.30% Add +4.2% 25,000 $4.3M
Magnetar Financial LLC 0.04% New 24,893 $4.2M
Te Ahumairangi Investment Management Ltd 0.73% Reduce -5.9% 24,010 $4.1M
Algert Global LLC 0.06% Add +258.4% 23,757 $4.1M
Alkeme Wealth, LLC 1.72% Reduce -2.4% 23,753 $4.0M
Kestra Advisory Services, LLC 0.02% Add +0.2% 22,721 $3.9M
RNC Capital Management LLC 0.18% No change 22,562 $3.8M
Cary Street Partners Financial LLC 0.09% Add +12.0% 22,101 $3.8M
Andra AP-fonden 0.05% New 16,103 $3.8M
Sequoia Financial Advisors, LLC 0.02% Add +2.9% 21,672 $3.7M
XTX Topco Ltd 0.10% Add +27.4% 21,486 $3.7M
Compound Planning, Inc. 0.11% Add +8.3% 21,469 $3.7M
CFM Wealth Partners LLC 0.53% No change 21,401 $3.6M
Capital Investment Advisory Services, LLC 0.26% Reduce -0.3% 21,352 $3.6M
Whitener Capital Management, Inc. 0.82% Reduce -1.3% 21,245 $3.6M
IMC-Chicago, LLC 0.06% New 21,073 $3.6M
BNP Paribas 0.10% New 20,635 $3.5M
Arkadios Wealth Advisors 0.07% Add +14.4% 20,372 $3.5M
KMG Fiduciary Partners, LLC 0.25% Add +0.5% 20,341 $3.5M
Quadrature Capital Ltd 0.04% Reduce -98.8% 20,314 $3.5M
M. Kulyk & Associates, LLC 0.65% Reduce -2.6% 20,066 $3.4M
DKRT Investments Corp. 0.96% No change 20,000 $3.4M
Bogart Wealth, LLC 0.14% No change 19,732 $3.4M
Cannell & Spears LLC 0.06% Reduce -9.1% 19,390 $3.3M
Qtron Investments LLC 0.42% Reduce -16.2% 19,135 $3.3M
Simplex Trading, LLC 0.09% New 19,071 $3.3M
Old Port Advisors 0.80% Add +1.8% 19,015 $3.2M
Prudential Financial Inc. 0.00% Add +77.5% 18,810 $3.2M
Blair William & Co. 0.01% Reduce -0.9% 18,553 $3.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +162.8% 18,397 $3.1M
Curi Capital, LLC 0.05% Add +0.8% 18,360 $3.1M
Ieq Capital, LLC 0.01% Add +19.0% 17,617 $3.0M
Pinnacle Financial Partners, Inc. 0.02% — 17,505 $3.0M
Fairfield, Bush & Co. 1.56% Reduce -10.0% 17,387 $3.0M
Muirfield Wealth Advisors LLC 2.14% Add +0.6% 17,144 $2.9M
GAM Holding AG 0.19% Add +451.6% 17,100 $2.9M
Park Avenue Securities LLC 0.02% Reduce -2.1% 17,002 $2.9M
Applied Capital LLC 1.97% Add +0.3% 16,883 $2.9M
Columbus Macro, LLC 0.31% Reduce -5.9% 16,379 $2.8M
AMG National Trust Bank 0.07% Add +0.6% 16,375 $2.8M
MML Investors Services, LLC 0.01% Add +17.2% 16,328 $2.8M
Verum Partners LLC 0.55% Reduce -10.1% 16,095 $2.7M
Midwest Professional Planners, LTD. 0.65% Add +9.0% 16,000 $2.7M
Franklin Street Advisors Inc. 0.15% Reduce -0.8% 15,897 $2.7M
Pathway Financial Advisers, LLC 0.78% Add +1.8% 15,852 $2.7M
RFG Advisory, LLC 0.05% Reduce -1.4% 15,596 $2.7M
Independent Advisor Alliance 0.06% Add +9.0% 15,290 $2.6M
Blue Trust, Inc. 0.03% Add +0.3% 15,238 $2.6M
BNP Paribas Financial Markets 0.00% Reduce -77.8% 15,216 $2.6M
Bridgewater Associates 0.01% Reduce -4.8% 15,118 $2.6M
Sumitomo Life Insurance Co. 0.07% Add +0.9% 15,132 $2.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +0.9% 15,132 $2.6M
Boston Trust Walden Corp 0.02% Reduce -1.6% 14,935 $2.5M
Voya Investment Management LLC 0.00% New 14,864 $2.5M
Clearstead Advisors, LLC 0.03% Reduce -7.9% 14,863 $2.5M
Sienna Gestion 0.15% Add +2568.8% 14,545 $2.5M
Waverly Advisors, LLC 0.02% Reduce -5.1% 14,158 $2.4M
Sanctuary Advisors, LLC 0.01% Reduce -0.7% 13,757 $2.3M
Caprock Group, LLC 0.05% Add +35.7% 13,658 $2.3M
Pembroke Management, LTD 0.23% No change 13,266 $2.3M
FineMark National Bank & Trust 0.07% Add +305.4% 13,142 $2.2M
Great Lakes Retirement, Inc. 0.23% Add +2.5% 12,972 $2.2M
Level Four Advisory Services, LLC 0.07% No change 12,841 $2.2M
Walleye Trading LLC 0.04% New 12,816 $2.2M
Tower Research Capital LLC (TRC) 0.05% Reduce -31.0% 12,803 $2.2M
Barometer Capital Management Inc. 0.52% Add +187.4% 139,800 $2.2M
CIBC Private Wealth Group LLC 0.00% Reduce -8.6% 12,575 $2.1M
Cordgrass Capital Advisors, LLC 0.51% Reduce -0.9% 12,561 $2.1M
Bridgeway Capital Management, LLC 0.04% Reduce -0.8% 12,400 $2.1M
Evergreen Capital Management LLC 0.05% Add +4.4% 12,300 $2.1M
Havemeyer Place LP 0.41% — 12,238 $2.1M
Financial Engines Advisors L.L.C. 0.00% Reduce -5.9% 12,235 $2.1M
Baird Financial Group, Inc. 0.00% Reduce -4.2% 12,105 $2.1M
DAVENPORT & Co LLC 0.01% Reduce -1.1% 12,093 $2.1M
Gradient Investments LLC 0.03% Add +46.8% 11,975 $2.0M
Wellington-Altus USA Inc. 1.51% — 11,790 $2.0M
Frank, Rimerman Advisors LLC 0.13% Add +24.1% 11,966 $2.0M
Engineers Gate Manager LP 0.02% Add +5.5% 11,862 $2.0M
Aull & Monroe Investment Management Corp 1.02% No change 11,849 $2.0M
Fulcrum Asset Management LLP 0.56% New 11,835 $2.0M
Mayfair Advisory Group, LLC 0.78% No change 11,802 $2.0M
Yousif Capital Management, LLC 0.02% Reduce -21.8% 11,906 $2.0M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -10.3% 11,672 $2.0M
William Blair Investment Management, LLC 0.01% Reduce -99.2% 11,617 $2.0M
Gibbs Wealth Management 0.48% Add +0.2% 11,702 $2.0M
Prime Capital Investment Advisors, LLC 0.02% Reduce -8.5% 11,543 $2.0M
Syon Capital LLC 0.10% Add +2.4% 11,424 $1.9M
Global Retirement Partners, LLC 0.03% Reduce -10.2% 11,413 $1.9M
Vident Advisory, LLC 0.02% Add +17.4% 11,319 $1.9M
Tiaa Trust, National Association 0.00% No change 11,274 $1.9M
Aprio Wealth Management, LLC 0.11% Add +2.1% 11,076 $1.9M
Jones Financial Companies LLLP 0.00% Add +29.3% 10,959 $1.9M
Pinebridge Investments LLC 0.01% — 7,923 $1.9M
Danske Bank A/S 0.00% Add +30.7% 10,763 $1.8M
Brown Shipley& Co Ltd 0.97% Reduce -2.7% 10,650 $1.8M
World Investment Advisors 0.03% Add +49.7% 10,506 $1.8M
Creative Financial Designs Inc. 0.11% Reduce -3.0% 10,448 $1.8M
Farther Finance Advisors, LLC 0.02% Add +5.8% 10,341 $1.8M
Stephens Inc. 0.02% Add +1.3% 44,938 $1.7M
NorthCoast Asset Management LLC 0.04% Reduce -0.3% 10,053 $1.7M
Ativo Capital Management LLC 1.49% Reduce -6.3% 9,942 $1.7M
Edmp, Inc. 1.39% Reduce -0.5% 9,895 $1.7M
Founders Financial Alliance, LLC 0.32% Reduce -0.5% 9,842 $1.7M
Bridgewater Advisors Inc. 0.11% Add +0.1% 9,874 $1.7M
Community Bank, N.A. 0.20% No change 9,684 $1.7M
Lanark Financial, Inc. 0.12% Add +1.1% 9,637 $1.6M
JTC Employer Solutions Trustee Ltd 0.11% Add +511.9% 9,484 $1.6M
Donaldson Capital Management, LLC 0.05% Add +3.3% 9,485 $1.6M
Independent Solutions Wealth Management, LLC 0.30% Reduce -0.4% 9,421 $1.6M
Savant Capital, LLC 0.01% Add +2.4% 9,408 $1.6M
Walleye Capital LLC 0.01% Add +98.7% 9,319 $1.6M
Balyasny Asset Management L.P. 0.00% Reduce -51.4% 9,187 $1.6M
Leisure Capital Management 0.52% Reduce -1.1% 9,152 $1.6M
Advisory Resource Group 0.27% Add +0.3% 9,142 $1.6M
Principal Securities, Inc. 0.02% Add +2.1% 9,011 $1.5M
Summit Financial, LLC 0.02% Reduce -1.1% 8,947 $1.5M
Old North State Trust, LLC 0.89% Add +0.3% 8,845 $1.5M
Wedbush Securities Inc. 0.04% Add +0.4% 8,537 $1.5M
Tradewinds, LLC. 0.35% Reduce -2.9% 8,485 $1.4M
Ethic Inc. 0.02% Add +3.2% 8,478 $1.4M
Community Bank & Trust, Waco, Texas 0.29% Add +16.0% 8,361 $1.4M
Modera Wealth Management, LLC 0.02% Add +0.4% 8,339 $1.4M
Moors & Cabot, Inc. 0.06% No change 8,122 $1.4M
Prospera Financial Services Inc 0.02% Reduce -43.0% 7,994 $1.4M
Sage Mountain Advisors LLC 0.07% Add +0.1% 7,802 $1.3M
Obermeyer Wealth Partners 0.06% No change 7,611 $1.3M
Novare Capital Management LLC 0.10% Reduce -3.1% 7,592 $1.3M
Clear Trail Advisors, LLC 0.30% — 7,545 $1.3M
Sivia Capital Partners, LLC 0.26% Add +41.1% 7,539 $1.3M
First Citizens Bank & Trust Co. 0.03% Add +1.1% 7,522 $1.3M
First Manhattan Co. Llc. 0.00% Add +1.1% 7,363 $1.3M
West Family Investments, Inc. 0.28% No change 7,034 $1.2M
EPG Wealth Management LLC 0.32% Add +5.5% 7,005 $1.2M
Cerro Pacific Wealth Advisors LLC 0.32% Add +0.3% 6,993 $1.2M
Parallel Advisors, LLC 0.02% Add +2.8% 6,971 $1.2M
Five Oceans Advisors 0.42% No change 6,968 $1.2M
Rhumbline Advisers 0.00% Reduce -11.2% 6,926 $1.2M
Oppenheimer & Co. Inc. 0.02% No change 6,897 $1.2M
Rwa Wealth Partners, LLC 0.01% No change 6,839 $1.2M
Forum Financial Management, LP 0.02% No change 6,800 $1.2M
Great Valley Advisor Group, Inc. 0.02% Reduce -8.2% 6,750 $1.2M
Wagner Wealth Management, LLC 0.24% Reduce -0.4% 6,660 $1.1M
One Capital Management, LLC 0.03% New 6,626 $1.1M
Hilltop National Bank 0.27% Reduce -1.3% 6,597 $1.1M
River Wealth Advisors LLC 0.12% Reduce -0.3% 6,469 $1.1M
Belleair Asset Management, LLC 1.05% — 6,450 $1.1M
Checchi Capital Advisers, LLC 0.07% Reduce -3.5% 6,447 $1.1M
Versant Capital Management, Inc 0.14% Add +8.7% 6,420 $1.1M
Affinity Capital Advisors, LLC 0.15% No change 6,416 $1.1M
Kathmere Capital Management, LLC 0.07% Add +6.2% 6,408 $1.1M
Welch Group, LLC 0.04% No change 6,403 $1.1M
Venturi Wealth Management, LLC 0.05% Add +267.1% 6,381 $1.1M
Sagespring Wealth Partners, LLC 0.02% Add +6.6% 6,357 $1.1M
Brown Brothers Harriman & Co. 0.01% Reduce -65.6% 6,348 $1.1M
New England Research & Management, Inc. 0.47% No change 6,300 $1.1M
HB Wealth Management, LLC 0.01% Add +10.4% 6,267 $1.1M
First National Trust Co 0.04% No change 6,250 $1.1M
Woodard & Co. Asset Management Group Inc. 0.17% No change 6,225 $1.1M
Westover Capital Advisors, LLC 0.19% Reduce -0.5% 6,183 $1.1M
PCM Encore, LLC 0.22% — 6,181 $1.1M
Patten & Patten Inc. 0.06% No change 6,080 $1.0M
Hantz Financial Services, Inc. 0.02% Add +279.2% 6,078 $1.0M
Private Advisor Group, LLC 0.00% Reduce -3.4% 6,058 $1.0M
Rodgers Brothers Inc. 0.12% No change 6,050 $1.0M
Capital Investment Counsel, Inc 0.12% Reduce -42.8% 6,015 $1.0M
Ti-Trust, Inc. 0.63% No change 6,000 $1.0M
Banque Cantonale Vaudoise 0.04% Reduce -12.8% 5,851 $999K
Naples Global Advisors, LLC 0.07% Reduce -9.4% 5,856 $998K
Guardian Wealth Advisors, LLC / NC 0.06% Add +169.6% 5,823 $993K
Advisortrust Partners, LLC 0.44% — 5,810 $991K
Xponance LLC 0.01% New 5,737 $979K
Severin Investments, LLC 0.87% Reduce -1.9% 5,742 $979K
QRG Capital Management, Inc. 0.01% Add +4.3% 5,671 $967K
Legacy Capital Group California, Inc. 0.23% Add +5.8% 5,657 $964K
Forbes J M & Co. LLP 0.08% No change 5,600 $955K
PDS Planning, Inc 0.06% Add +0.3% 5,597 $954K
Themes Management Co LLC 0.76% — 5,578 $951K
Legacy Financial Advisors, Inc. 0.13% Add +14.1% 5,533 $943K
AlphaCore Capital LLC 0.02% Add +19.4% 5,516 $940K
EverSource Wealth Advisors, LLC 0.03% Add +13.3% 5,477 $934K
Atria Investments, Inc 0.01% Add +0.9% 5,453 $930K
Sara-Bay Financial 0.28% Reduce -0.8% 5,391 $925K
Abacus Wealth Partners, LLC 0.09% New 5,423 $925K
Citrine Capital LLC 0.43% No change 5,412 $923K
Dynamic Advisor Solutions LLC 0.03% Add +64.7% 5,407 $922K
Integrated Wealth Concepts LLC 0.01% Reduce -20.5% 5,390 $919K
Legacy Wealth Asset Management, LLC 0.22% Reduce -5.0% 5,356 $913K
Ballentine Partners, LLC 0.01% Add +1.6% 5,233 $892K
Cresset Asset Management, LLC 0.00% Add +17.4% 5,232 $892K
Salem Investment Counselors Inc. 0.02% No change 5,167 $881K
Holderness Investments Co. 0.18% Reduce -2.8% 5,145 $877K
Spirepoint Private Client, LLC 0.08% No change 5,123 $873K
Ascent Group, LLC 0.03% Reduce -1.8% 5,096 $869K
Savvy Advisors, Inc. 0.03% Add +7.3% 5,082 $866K
Marble Harbor Investment Counsel, LLC 0.09% No change 5,006 $853K
Strategic Blueprint, LLC 0.05% Reduce -0.7% 4,985 $850K
LGT Group Foundation 0.01% Add +19.3% 4,945 $846K
Assetmark, Inc. 0.00% Add +5.3% 4,905 $836K
Magnolia Capital Management Ltd. 0.62% Add +16.4% 4,865 $829K
Rockland Trust Co. 0.03% No change 4,800 $818K
BlackDiamond Wealth Management, LLC 0.40% No change 4,654 $811K
Mountain Pacific Investment Advisers LLC 0.13% No change 4,749 $810K
Cordatus Wealth Management LLC 0.19% Reduce -4.4% 4,733 $807K
Capital Developers, LLC 0.72% — 4,718 $804K
Kingsview Wealth Management, LLC 0.01% Add +51.2% 4,706 $802K
Callan Family Office, LLC 0.02% Add +15.9% 4,704 $802K
Colonial Trust Advisors 0.06% Reduce -6.2% 4,691 $800K
Ruggaard & Associates LLC 0.31% No change 4,585 $782K
Evelyn Partners Investment Management Services Ltd 0.10% Add +13.8% 4,578 $780K
Tuttle Capital Management, LLC 1.71% Reduce -11.9% 4,540 $774K
Calydon Capital 0.13% Reduce -12.7% 4,488 $765K
Geneos Wealth Management Inc. 0.02% Add +5.3% 4,461 $761K
Wedmont Private Capital 0.03% Add +0.5% 4,495 $760K
Burney Co./ 0.02% Add +1.8% 4,425 $754K
MAI Capital Management 0.00% Add +4.3% 4,410 $752K
Live Oak Investment Partners 0.46% Add +9.1% 4,384 $747K
Susquehanna International Group, LLP 0.00% Reduce -6.5% 4,376 $746K
Colonial Trust Co / SC 0.10% Reduce -28.3% 4,274 $729K
Income Insurance Ltd 0.47% — 4,226 $721K
Soltis Investment Advisors LLC 0.05% Add +3.2% 4,173 $711K
Citizens Financial Group Inc. 0.01% Add +2.2% 4,156 $709K
Old North State Wealth Management, LLC 0.33% No change 4,150 $708K
Advisory Services Network, LLC 0.01% Reduce -2.3% 4,130 $704K
Bristol Gate Capital Partners Inc. 0.04% New 4,051 $692K
Pinnacle West Asset Management, Inc. 0.44% No change 4,000 $682K
Huntington National Bank 0.01% Reduce -11.2% 3,976 $678K
Advisors Asset Management, Inc. 0.01% Add +2.7% 3,957 $675K
SCS Capital Management LLC 0.01% No change 3,956 $674K
Wealth Group, Ltd. 0.66% — 3,943 $672K
Summit Asset Management, LLC 0.09% No change 3,872 $660K
BIP Wealth, LLC 0.02% New 3,871 $660K
Miller Howard Investments Inc. 0.02% Reduce -2.6% 3,867 $659K
Westerkirk Capital Inc. 0.06% Reduce -93.5% 3,858 $658K
Financial Security Advisor, Inc. 0.13% No change 3,842 $655K
Brooklyn Investment Group 0.03% New 3,741 $642K
Mount Lucas Management LP 0.28% Reduce -0.8% 3,761 $641K
Peak Planning Group, LLC 0.18% No change 3,755 $640K
Fifth Third Bancorp 0.00% Add +7.7% 3,633 $619K
Sollinda Capital Management LLC 0.16% No change 3,604 $614K
Daiwa Securities Group Inc. 0.00% Reduce -25.0% 3,600 $614K
Drive Wealth Management, LLC 0.12% Add +21.7% 3,600 $614K
Summit Global Investments 0.04% Reduce -13.9% 3,585 $611K
Magnus Financial Group LLC 0.05% Add +40.9% 3,583 $611K
Natural Investments, LLC 0.15% Add +4.6% 3,541 $603K
Sterling Capital Management LLC 0.01% Reduce -5.6% 3,535 $603K
Towne Trust Company, N.A 0.19% Reduce -22.2% 3,500 $597K
Brucke Financial, Inc. 0.33% Reduce -4.5% 3,493 $596K
Fiduciary Trust Co 0.01% Add +1.1% 3,478 $593K
D.A. Davidson & Co. 0.00% Add +19.0% 3,477 $593K
GeoWealth Management, LLC 0.02% New 3,475 $592K
Mission Creek Capital Partners, Inc. 0.12% Reduce -13.2% 3,432 $585K
Harbour Investments, Inc. 0.01% Add +37.8% 3,409 $581K
Atlas Legacy Advisors, LLC 0.10% Reduce -1.3% 3,406 $580K
Knights of Columbus Asset Advisors LLC 0.03% No change 3,396 $579K
Modern Wealth Management, LLC 0.01% Add +3.1% 3,374 $575K
Chemung Canal Trust Co. 0.11% No change 3,333 $568K
Pursuit Wealth Strategies, LLC 0.80% — 3,328 $567K
Axxcess Wealth Management, LLC 0.01% New 3,323 $567K
Sax Wealth Advisors, LLC 0.03% No change 3,321 $566K
Armor Investment Advisors, LLC 0.21% Add +0.5% 3,318 $566K
Urban Wealth Management, LLC 0.52% — 3,300 $563K
Certified Advisory Corp 0.05% Reduce -6.6% 3,284 $560K
CogentBlue Wealth Advisors, LLC 0.38% No change 3,274 $558K
Kingsman Wealth Management, Inc. 0.30% No change 3,270 $558K
Roman Butler Fullerton & Co. 0.15% Add +0.2% 3,279 $554K
Benchmark Financial Wealth Advisors, LLC 0.16% No change 3,235 $551K
Steward Partners Investment Advisory, LLC 0.00% Add +14.3% 3,224 $550K
Cromwell Holdings LLC 0.30% No change 3,219 $549K
Benjamin Edwards Inc. 0.01% Reduce -0.9% 3,218 $549K
Tandem Investment Advisors, Inc. 0.02% Reduce -21.0% 3,197 $545K
Apollon Wealth Management, LLC 0.01% Reduce -2.3% 3,194 $545K
Cypress Capital Group 0.06% Reduce -4.1% 3,180 $542K
SG Trading Solutions, LLC 0.12% — 3,155 $538K
Groupe la Francaise 0.01% Reduce -12.6% 3,123 $533K
Paragon Private Wealth Management, LLC 0.16% Add +13.1% 3,114 $531K
GQG Partners LLC 0.00% No change 3,059 $522K
Entropy Technologies, LP 0.03% Add +58.3% 3,053 $521K
Blueshift Asset Management, LLC 0.15% New 3,050 $520K
Laurel Wealth Advisors LLC 0.07% Add +7.1% 3,025 $516K
Voleon Capital Management LP 0.01% New 3,010 $513K
Thrivent Financial for Lutherans 0.00% New 2,990 $510K
Beverly Hills Private Wealth, LLC 0.09% Reduce -2.7% 2,941 $501K
Canopy Partners, LLC 0.16% Reduce -1.5% 2,937 $501K
Smartleaf Asset Management LLC 0.02% Add +196.8% 2,912 $500K
MGB Wealth Management, LLC 0.14% Add +0.1% 2,908 $496K
Sheets Smith Wealth Management 0.05% No change 2,904 $495K
Empower Advisory Group, LLC 0.00% Add +2.0% 2,900 $494K
Concurrent Investment Advisors, LLC 0.01% Add +93.0% 2,883 $492K
Waterloo Capital, L.P. 0.04% Add +0.5% 2,876 $490K
Equitable Holdings, Inc. 0.00% Add +45.9% 2,875 $490K
Perigon Wealth Management, LLC 0.01% New 2,873 $490K
Schrum Private Wealth Management LLC 0.36% No change 2,869 $489K
Chemistry Wealth Management LLC 0.09% No change 2,868 $489K
Aviance Capital Partners, LLC 0.06% Reduce -2.1% 2,853 $486K
Simplicity Wealth,LLC 0.03% Reduce -0.4% 2,840 $484K
Westwood Holdings Group Inc. 0.00% No change 2,829 $482K
Argent Trust Co 0.02% No change 2,818 $480K
Fortress Private Ledger, LLC 0.16% No change 2,817 $480K
Excalibur Management Corp. 0.17% Reduce -0.2% 2,815 $480K
Hemenway Trust Co LLC 0.04% Reduce -2.8% 2,815 $480K
Quadrant Private Wealth Management, LLC 0.08% Reduce -0.2% 2,813 $480K
Shoker Investment Counsel, Inc. 0.14% No change 2,801 $478K
Triangle Securities Wealth Management 0.10% No change 2,800 $477K
Howe & Rusling Inc. 0.03% Add +5.9% 2,799 $477K
EP Wealth Advisors, LLC 0.00% — 2,794 $476K
Aptus Capital Advisors, LLC 0.00% Add +4.9% 2,786 $475K
EFG International AG 0.01% — 2,760 $473K
King Luther Capital Management Corp. 0.00% No change 2,768 $472K
GC Wealth Management RIA, LLC 0.02% New 2,759 $470K
August Group Capital Ltd 0.52% — 2,752 $470K
Clarius Group, LLC 0.03% No change 2,752 $469K
Belpointe Asset Management LLC 0.02% Add +88.7% 2,719 $464K
Beacon Bank & Trust 0.09% Reduce -1.9% 2,715 $463K
Clarkston Capital Partners, LLC 0.01% No change 2,706 $461K
Riversedge Advisors, LLC 0.07% Add +6.3% 2,637 $450K
OmniStar Financial Group, Inc. 0.26% Add +0.2% 2,635 $449K
Riverview Trust Co 0.54% No change 2,614 $446K
Capital Investment Advisors, LLC 0.01% Add +11.2% 2,589 $441K
Patriot Investment Management Group, Inc. 0.03% No change 2,519 $429K
Basecamp Wealth Advisors LLC 0.09% — 2,511 $428K
Silver Oak Securities, Incorporated 0.03% No change 2,487 $427K
J. L. Bainbridge & Co., Inc. 0.03% No change 2,500 $426K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -18.3% 2,494 $425K
Cypress Wealth Services, LLC 0.06% New 2,487 $424K
McGrath & Associates, Inc. 0.60% No change 2,472 $421K
Allworth Financial LP 0.00% Add +9.3% 2,468 $421K
Lowe Brockenbrough & Co. Inc. 0.02% No change 2,450 $418K
CVA Family Office, LLC 0.05% No change 2,423 $413K
Z3 Capital Partners, LLC 0.10% — 2,422 $413K
Tompkins Financial Corp. 0.03% No change 2,400 $409K
T. Rowe Price Associates Inc. 0.00% Reduce -7.7% 2,390 $408K
HighPoint Advisor Group LLC 0.01% Add +1.0% 2,367 $404K
Phillips Wealth Planners LLC 0.32% Reduce -5.1% 2,379 $400K
Earned Wealth Advisors, LLC 0.03% Reduce -3.3% 2,343 $400K
Kingswood Wealth Advisors, LLC 0.02% No change 2,334 $398K
OneAscent Family Office, LLC 0.27% New 2,330 $397K
HUB Investment Partners, LLC 0.01% Add +37.5% 2,330 $397K
Argos Wealth Advisors, LLC 0.11% — 2,304 $393K
Fiduciary Wealth Partners, LLC 0.16% No change 2,292 $391K
Kanawha Capital Management LLC 0.03% No change 2,265 $386K
LBMC Investment Advisors, LLC 0.02% No change 2,254 $384K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.36% — 2,240 $382K
Pure Financial Advisors, LLC 0.01% Add +41.5% 2,217 $378K
Glenmede Trust Co. NA 0.00% — 2,204 $376K
Galvin, Gaustad & Stein, LLC 0.03% No change 2,200 $375K
Mather Group, Llc. 0.00% Add +339.8% 2,199 $375K
Centaurus Financial, Inc. 0.02% Add +0.7% 2,192 $374K
Florida Trust Wealth Management Co 0.01% Add +2.8% 2,190 $373K
Sei Investments Co. 0.00% Reduce -32.8% 2,190 $373K
Keybank National Association 0.00% No change 2,184 $372K
Contravisory Investment Management, Inc. 0.07% Add +0.4% 2,179 $371K
Fiduciary Group, LLC 0.03% No change 2,158 $368K
Firestone Capital Management 0.08% No change 2,134 $364K
W1M Asset Management Ltd 0.00% New 2,133 $364K
Phoenix Wealth Advisors 0.14% No change 2,121 $362K
Mission Wealth Management, LP 0.01% Reduce -4.8% 2,101 $358K
Aventus Investment Advisors, Inc. 0.29% No change 2,100 $358K
Guggenheim Capital LLC 0.00% Reduce -23.6% 2,099 $358K
Bfsg, LLC 0.03% Reduce -4.7% 2,094 $357K
Cherokee Insurance Co 0.14% No change 2,091 $356K
OneDigital Investment Advisors LLC 0.00% Reduce -1.8% 2,086 $356K
Kestra Private Wealth Services, LLC 0.00% Reduce -16.6% 2,083 $355K
Coldstream Capital Management Inc. 0.00% New 2,059 $351K
National Philanthropic Trust 0.00% New 2,055 $350K
Certuity, LLC 0.02% Reduce -11.4% 2,044 $349K
Carr Financial Group Corp 0.09% No change 2,014 $343K
Prosperity Consulting Group, LLC 0.02% Add +8.8% 2,007 $342K
Peak Asset Management, LLC 0.06% No change 2,000 $341K
Fortis Capital Management LLC 0.05% Reduce -0.7% 2,000 $341K
Southeast Asset Advisors, LLC 0.03% No change 2,000 $341K
Integrity Alliance, Llc. 0.01% Add +15.4% 1,996 $340K
Corient IA LP 0.32% Reduce -33.7% 1,990 $339K
Busey Bank 0.01% No change 1,985 $338K
Mgo One Seven LLC 0.01% Add +1.0% 1,982 $338K
Old Peak Finance LLC 0.20% — 1,938 $330K
Choate Investment Advisors 0.01% No change 1,905 $325K
Pinnacle Wealth Planning Services, Inc. 0.03% No change 1,883 $321K
Fiduciary Financial Group, LLC 0.05% Add +3.4% 1,879 $320K
Ameritas Advisory Services, LLC 0.01% Add +346.3% 1,879 $320K
Seeds Investor LLC 0.06% New 1,868 $319K
55 North Private Wealth, LLC 0.08% — 1,836 $313K
Cutler Investment Counsel LLC 0.03% No change 1,835 $313K
Fulcrum Equity Management 0.30% Add +5.1% 1,821 $310K
RMR Wealth Builders 0.02% No change 1,821 $310K
Apella Capital, LLC 0.01% New 1,816 $310K
Avior Wealth Management, LLC 0.01% No change 1,798 $307K
CENTRAL TRUST Co 0.01% Reduce -18.3% 1,783 $304K
Arkos Global Advisors 0.04% No change 1,780 $303K
CX Institutional 0.01% Add +0.6% 1,778 $303K
Mutual Advisors, LLC 0.01% Add +28.4% 1,777 $303K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -5.2% 1,767 $301K
Independent Financial Group, LLC 0.01% Add +6.0% 1,760 $300K
Choreo, LLC 0.00% Reduce -23.8% 1,747 $300K
Western Wealth Management, LLC 0.01% Reduce -0.1% 1,752 $299K
Mitchell Capital Management Co. 0.05% No change 1,748 $298K
FAS Wealth Partners, Inc. 0.02% No change 1,746 $298K
Freestone Capital Holdings, LLC 0.01% Add +12.7% 1,728 $295K
Wealth Alliance, LLC 0.03% Reduce -2.1% 1,725 $294K
Valtinson Bruner Financial Planning LLC 0.08% No change 1,721 $293K
Valeo Financial Advisors, LLC 0.01% Add +7.1% 1,714 $292K
Bank Ozk 0.10% Add +23.0% 1,689 $288K
Alta Capital Management LLC/ 0.02% Add +4.0% 1,686 $287K
Redmond Asset Management, LLC 0.07% No change 1,679 $286K
Net Worth Advisory Group 0.06% New 1,656 $282K
Crestwood Advisors Group, LLC 0.00% New 1,637 $279K
Piedmont Capital Management, LLC 0.18% — 1,624 $277K
U.S. Capital Wealth Advisors, LLC 0.01% Add +6.4% 1,622 $277K
New Republic Capital, LLC 0.07% New 1,620 $276K
Stewardship Concepts Financial Services LLC 0.23% — 1,614 $276K
Jain Global LLC 0.00% New 1,604 $273K
Axis Wealth Partners, LLC 0.15% No change 1,603 $273K
Composition Wealth, LLC 0.00% Add +7.7% 1,599 $273K
Alerus Financial NA 0.01% No change 1,599 $273K
Oppenheimer Asset Management Inc. 0.00% Reduce -2.9% 1,595 $272K
Meadowbrook Advisors Group, LLC 0.15% — 1,591 $271K
KCM Investment Advisors LLC 0.01% No change 1,589 $271K
Stokes Family Office, LLC 0.02% New 1,580 $269K
Pines Wealth Management, LLC 0.09% No change 1,579 $269K
Flputnam Investment Management Co. 0.00% Add +14.9% 1,576 $269K
Smith Chas P & Associates Pa Cpas 0.01% New 1,573 $268K
AE Wealth Management LLC 0.00% New 1,570 $268K
Sylvest Advisors, LLC 0.14% Reduce -24.1% 1,570 $268K
WealthShield Partners, LLC 0.03% Add +0.1% 1,565 $267K
Family Capital Management, Inc. 0.12% New 1,559 $266K
Elwood & Goetz Wealth Advisory Group, LLC 0.05% Add +6.7% 1,555 $265K
Iowa State Bank 0.05% No change 1,553 $265K
Transamerica Financial Advisors, LLC 0.02% Add +21.8% 1,550 $264K
Csenge Advisory Group 0.01% Reduce -0.6% 1,547 $264K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -89.4% 1,547 $264K
Tower Wealth Partners, Inc. 0.14% Add +3.4% 1,545 $263K
Rockwood Wealth Management, LLC 0.02% Add +2.8% 1,542 $263K
Wellington Shields & Co., LLC 0.06% New 1,526 $260K
Braun-Bostich & Associates Inc. 0.16% New 1,521 $259K
Advisors Capital Management, LLC 0.00% New 1,516 $258K
Cullen Capital Management, LLC 0.00% No change 1,505 $257K
Lido Advisors, LLC 0.00% Reduce -6.1% 1,684 $256K
Autumn Glory Partners, LLC 0.09% No change 1,500 $256K
Daymark Wealth Partners, LLC 0.01% No change 1,500 $256K
Becker Capital Management Inc. 0.01% New 1,500 $256K
Mawer Investment Management Ltd. 0.00% No change 1,495 $255K
Sunpointe, LLC 0.08% Reduce -4.5% 1,494 $255K
Strategic Family Wealth Counselors, L.L.C. 0.06% No change 1,500 $251K
Koss-Olinger Consulting, LLC 0.02% New 1,472 $251K
First Heartland Consultants, Inc. 0.02% Add +0.6% 1,459 $249K
Keel Point, LLC 0.01% Add +3.5% 1,458 $249K
Accel Wealth Management 0.07% No change 1,458 $249K
Chapin Davis, Inc. 0.06% No change 1,450 $247K
Transcend Capital Advisors, LLC 0.02% Reduce -62.0% 1,448 $247K
Westside Investment Management, Inc. 0.04% No change 1,438 $245K
Avantax Planning Partners, Inc. 0.01% Add +2.0% 1,436 $245K
Jacobi Capital Management LLC 0.01% Add +0.3% 1,435 $245K
Caldwell Trust Co 0.02% Add +0.6% 1,435 $245K
SOA Wealth Advisors, LLC. 0.04% No change 1,433 $244K
Fortis Capital Advisors, LLC 0.04% Reduce -0.7% 1,431 $244K
BridgePort Financial Solutions, LLC 0.07% No change 1,427 $243K
Beto Financial Group, LLC 0.16% — 1,428 $241K
Washington Capital Management, Inc. 0.19% No change 1,400 $239K
Jump Financial, LLC 0.00% New 1,389 $237K
Nwam LLC 0.01% No change 1,403 $236K
Sowell Financial Services LLC 0.01% New 1,384 $236K
Physicians Financial Services, Inc. 0.06% No change 1,379 $235K
Parsonex Advisory Services, Inc. 0.15% No change 1,378 $235K
Smith Salley Wealth Management 0.01% Reduce -36.1% 1,367 $233K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -5.5% 1,357 $231K
Greenleaf Trust 0.00% New 1,355 $231K
Cooper Financial Group 0.02% New 1,353 $231K
SmartHarvest Portfolios, LLC 0.08% — 1,353 $231K
San Luis Wealth Advisors LLC 0.04% Reduce -8.1% 1,352 $230K
GFI Investment Counsel Ltd. 0.02% New 1,345 $229K
Stiles Financial Services Inc 0.07% Reduce -26.9% 1,337 $228K
Diversify Advisory Services, LLC 0.01% Reduce -35.1% 1,336 $226K
Wealthspire Advisors, LLC 0.00% Add +820.8% 1,326 $226K
Carson Advisory Inc. 0.12% Reduce -22.0% 1,323 $226K
Nikulski Financial, Inc. 0.05% Reduce -7.0% 1,313 $224K
Rather & Kittrell, Inc. 0.04% New 1,297 $221K
TD Private Client Wealth LLC 0.00% Reduce -30.1% 1,297 $221K
Bradley Foster & Sargent Inc. 0.00% New 1,297 $221K
Reliant Investment Partners, LLC 0.17% New 1,295 $221K
Lester Murray Antman dba SimplyRich 0.06% New 1,287 $219K
Twin City Private Wealth, LLC 0.16% New 1,279 $218K
Smith Shellnut Wilson LLC 0.08% New 1,253 $214K
Seed Wealth Management, Inc. 0.15% New 1,250 $213K
Rothschild Investment LLC 0.01% Reduce -7.4% 1,250 $213K
Traveka Wealth, LLC 0.09% New 1,237 $211K
WealthPlan Investment Management, LLC 0.01% New 1,236 $211K
Essex Bank 0.05% New 1,235 $211K
DRW Securities, LLC 0.02% Reduce -65.4% 1,233 $210K
Scientech Research LLC 0.13% New 1,228 $209K
Advisory Alpha, LLC 0.01% New 1,217 $207K
Sava Infond d.o.o. 0.03% New 1,200 $205K
Evolve Private Wealth, LLC 0.01% — 1,202 $205K
Evoke Wealth, LLC 0.00% New 1,201 $205K
Echo45 Advisors LLC 0.12% Reduce -12.7% 1,198 $204K
Edgestream Partners, L.P. 0.01% Reduce -40.4% 1,198 $204K
Hilltop Wealth Advisors, LLC 0.10% New 1,193 $203K
Rehmann Capital Advisory Group 0.01% New 1,191 $203K
Southland Equity Partners LLC 0.04% New 1,185 $202K
Addison Advisors LLC 0.04% Add +0.3% 1,168 $199K
Private Trust Co. NA 0.02% Add +2.3% 1,142 $195K
Mascoma Wealth Management LLC 0.04% No change 1,083 $185K
Harbor Investment Advisory, LLC 0.01% No change 1,042 $178K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +0.7% 1,034 $177K
LOM Asset Management Ltd 0.05% New 730 $171K
Cary Street Partners Investment Advisory LLC 0.05% Add +5.5% 1,001 $171K
Ancora Advisors LLC 0.00% Add +7.3% 972 $166K
Spire Wealth Management 0.01% Add +1.1% 966 $165K
Larson Financial Group LLC 0.01% Add +27.6% 942 $161K
IFP Advisors, Inc 0.00% Add +47.2% 936 $160K
Beacon Financial Strategies CORP 0.08% New 861 $147K
Rosenberg Matthew Hamilton 0.03% No change 846 $144K
Rowlandmiller & Partners.adv 0.03% No change 807 $138K
Bayban 0.12% — 800 $136K
Bruce G. Allen Investments, LLC 0.09% Reduce -0.4% 760 $130K
Sunbelt Securities, Inc. 0.01% Add +33.8% 756 $129K
Caitong International Asset Management Co., Ltd 0.03% Reduce -20.1% 750 $128K
CoreCap Advisors, LLC 0.00% Add +167.2% 724 $123K
Kozak & Associates, Inc. 0.02% No change 671 $114K
Bank of New Hampshire 0.03% New 660 $113K
SBI Securities Co., Ltd. 0.00% Reduce -3.9% 634 $108K
SHP Wealth Management 0.01% — 629 $107K
AdvisorNet Financial, Inc 0.01% No change 620 $106K
Horizon Financial Services, LLC 0.05% No change 615 $105K
Trust Co. of Vermont 0.00% Add +19.9% 603 $103K
NBT Bank, N.A. 0.01% Add +20.0% 600 $102K
Heritage Wealth Advisors 0.00% No change 600 $102K
NFSG Corp 0.02% Add +0.5% 596 $102K
UMB Bank, n.a. 0.00% No change 590 $101K
AlphaCentric Advisors LLC 0.10% — 582 $99K
First Horizon Corp. 0.00% No change 557 $95K
Wilmington Savings Fund Society, FSB 0.00% Reduce -2.1% 550 $94K
Triumph Capital Management 0.02% New 543 $93K
Nisa Investment Advisors, LLC 0.00% Add +34.3% 537 $92K
Bullock Wealth Management Group 0.04% — 536 $91K
Strategic Wealth Partners, Ltd. 0.01% No change 518 $88K
Avalon Trust Co 0.01% No change 500 $85K
First Command Advisory Services, Inc. 0.00% No change 460 $78K
Richardson Financial Services Inc. 0.02% Add +12.3% 446 $76K
JFS Wealth Advisors, LLC 0.00% No change 442 $75K
Financial Management Professionals, Inc. 0.01% No change 437 $75K
Roxbury Financial LLC 0.07% Add +24.8% 433 $74K
Reflection Asset Management 0.05% — 419 $72K
Ogorek Anthony Joseph /NY/ 0.02% No change 425 $72K
Murphy & Mullick Capital Management Corp 0.05% No change 413 $70K
Capital Advisors, Ltd. LLC 0.01% No change 404 $69K
Costello Asset Management, INC 0.02% Reduce -33.3% 400 $68K
HM Payson & Co. 0.00% No change 376 $64K
Caldwell Sutter Capital, Inc. 0.03% No change 375 $64K
Blue Bell Private Wealth Management, LLC 0.01% No change 345 $59K
Park Place Capital Corp 0.01% No change 344 $59K
Swiss Re Ltd. 0.00% — 342 $58K
Eastern Bank 0.00% Reduce -0.3% 312 $53K
Jackson, Grant Investment Advisers, Inc. 0.02% Add +0.7% 303 $52K
Crews Bank & Trust 0.01% No change 302 $51K
Bartlett & Co. Wealth Management LLC 0.00% No change 300 $51K
Cullen/Frost Bankers, Inc. 0.00% No change 300 $51K
Delta Asset Management LLC 0.00% No change 285 $49K
Essential Partners LLC 0.01% No change 279 $48K
Capital Analysts, LLC 0.00% Add +0.8% 270 $46K
Keating Financial Advisory Services, Inc. 0.01% — 267 $46K
Midwest Capital Advisors, LLC 0.02% New 250 $43K
Evelyn Partners Investment Management (Europe) Ltd 0.01% No change 250 $43K
Cornerstone Planning Group LLC 0.01% Add +55.4% 247 $41K
Salomon & Ludwin, LLC 0.00% No change 234 $41K
True Wealth Design, LLC 0.01% Add +9.5% 230 $39K
Signature Equity Partners, LLC 0.02% — 223 $38K
Paladin Partners, LLC 0.03% — 209 $36K
Highline Wealth Partners LLC 0.01% Add +75.4% 207 $35K
Concord Wealth Partners 0.00% No change 207 $35K
Missouri Trust & Investment Co 0.01% Add +1.0% 203 $35K
Toth Financial Advisory Corp. 0.00% No change 200 $34K
Hollencrest Capital Management 0.00% No change 184 $31K
JNBA Financial Advisors 0.00% No change 160 $27K
Bell Investment Advisors, Inc 0.00% Add +135.4% 153 $26K
Penserra Capital Management LLC 0.00% Add +86.2% 162 $26K
Tradewinds Capital Management, LLC 0.01% New 150 $26K
SJS Investment Consulting Inc. 0.00% New 150 $26K
Wellington Grp LLC 0.01% — 149 $25K
Zions Bancorporation, National Association 0.00% No change 148 $25K
Harvest Fund Management Co., Ltd 0.00% New 149 $25K
Asset Dedication, LLC 0.00% No change 134 $23K
Cornerstone Financial Management LLC 0.02% — 130 $22K
Fourth Dimension Wealth, LLC 0.01% No change 130 $22K
GAMMA Investing LLC 0.00% No change 126 $21K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 125 $21K
Bare Financial Services, Inc 0.01% No change 119 $20K
Sunrise Financial Services, LLC 0.02% — 118 $20K
Root Financial Partners, LLC 0.00% Add +36.5% 116 $20K
Commonwealth Retirement Investments LLC 0.01% New 109 $19K
Park Square Financial Group, LLC 0.10% Add +28.3% 145 $17K
Key Financial Inc 0.00% No change 100 $17K
Plante Moran Financial Advisors, LLC 0.00% No change 93 $16K
MCF Advisors LLC 0.00% No change 90 $15K
YANKCOM Partnership 0.01% New 88 $15K
Lodestone Wealth Management LLC 0.01% New 86 $15K
RMG Wealth Management LLC 0.00% New 82 $14K
Princeton Global Asset Management LLC 0.00% No change 80 $14K
Wolff Wiese Magana LLC 0.01% Reduce -33.6% 75 $13K
Sound Income Strategies, LLC 0.00% New 73 $12K
Country Trust Bank 0.00% No change 71 $12K
High Note Wealth, LLC 0.00% No change 69 $12K
Crewe Advisors LLC 0.00% No change 68 $12K
Rossby Financial, LCC 0.00% Add +10.0% 66 $11K
Fairman Group, LLC 0.01% Reduce -23.5% 65 $11K
Parkside Financial Bank & Trust 0.00% No change 64 $11K
Glen Eagle Advisors, LLC 0.00% Reduce -18.9% 60 $10K
Quarry LP 0.00% Reduce -38.3% 58 $10K
North Star Investment Management Corp. 0.00% Add +625.0% 58 $10K
Pacific Center for Financial Services 0.00% No change 60 $9K
SouthState Bank Corp 0.00% No change 47 $8K
Front Row Advisors LLC 0.00% No change 40 $7K
Maseco LLP 0.00% New 40 $7K
Clean Yield Group 0.00% No change 39 $7K
Financial Network Wealth Advisors LLC 0.01% New 33 $6K
Western Pacific Wealth Management, LP 0.01% No change 33 $6K
SageView Advisory Group, LLC 0.00% New 30 $5K
Quaker Wealth Management, LLC 0.00% New 29 $5K
FWL Investment Management, LLC 0.00% New 29 $5K
Cape Investment Advisory, Inc. 0.00% New 28 $5K
Tucker Asset Management LLC 0.00% New 28 $5K
Physician Wealth Advisors, Inc. 0.00% Add +27.3% 28 $5K
Valued Wealth Advisors LLC 0.00% No change 27 $5K
Stephens Consulting, LLC 0.00% New 26 $4K
Private Wealth Asset Management, LLC 0.00% No change 26 $4K
Maryland Capital Advisors Inc. 0.00% No change 25 $4K
Global Wealth Strategies & Associates 0.00% No change 25 $4K
Copeland Capital Management, LLC 0.00% No change 23 $4K
Abound Wealth Management 0.00% New 22 $4K
LRI Investments, LLC 0.00% No change 22 $4K
Wealth Preservation Advisors, LLC 0.00% No change 21 $4K
Hilton Head Capital Partners, LLC 0.00% — 20 $3K
Raffa Wealth Management, LLC 0.00% No change 20 $3K
Bangor Savings Bank 0.00% New 20 $3K
Godfrey Financial Associates, Inc. 0.00% — 18 $3K
New England Capital Financial Advisors LLC 0.00% No change 17 $3K
Rachor Investment Advisory Services, LLC 0.00% — 14 $2K
MV Capital Management, Inc. 0.00% New 14 $2K
Stone House Investment Management, LLC 0.00% Add +50.0% 12 $2K
Financial Consulate, Inc. 0.00% New 10 $2K
ORG Partners LLC 0.00% No change 10 $2K
Horizon Investments, LLC 0.00% New 9 $2K
Caitlin John, LLC 0.00% Reduce -22.2% 7 $1K
Trust Co 0.00% New 7 $1K
Kilter Group LLC 0.00% Add +25.0% 5 $853
Dunhill Financial, LLC 0.00% No change 4 $686
Dogwood Wealth Management LLC 0.00% New 4 $682
Millstone Evans Group, LLC 0.00% No change 3 $511
Leonteq Securities AG 0.00% Reduce -81.3% 3 $511

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