Royal Bank of CanadaRY

13F holders, Q1 2026 (March 31)
949holders +33
92new positions
61sold out
8famous investors
$162.16avg. 13F price*

At the end of Q1 2026, 949 institutions reported holding Royal Bank of Canada (RY) in their 13F filings, up 33 from Q4 2025. 92 opened new positions and 61 sold out. The largest holders were Royal Bank of Canada ($11.5B), Bank of Montreal ($10.1B) and Vanguard Capital Management LLC ($6.8B). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions92$722.3M
Exits61$291.4M

All 13F filers, Q4 2025 → Q1 2026: 29,590,301 shares bought and 20,182,970 shares sold, net +9,407,331 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 949 holders

Royal Bank of Canada 2.19% Reduce -0.7% 71,272,435 $11.5B
Bank of Montreal 4.17% Add +4.2% 62,158,399 $10.1B
Vanguard Capital Management LLC 0.17% — 42,221,657 $6.8B
TD Asset Management Inc 3.98% Reduce -2.1% 30,421,111 $4.9B
FIL Ltd 2.78% Reduce -4.9% 22,127,578 $3.6B
Cibc World Market Inc. 5.66% Reduce -3.6% 19,920,248 $3.2B
Mackenzie Financial Corp. 3.78% Reduce -7.3% 19,481,596 $3.1B
1832 Asset Management L.P. 3.54% Reduce -2.1% 16,505,826 $2.7B
National Bank of Canada 2.67% Reduce -2.6% 16,182,381 $2.6B
Geode Capital Management, LLC 0.15% Add +4.5% 14,354,998 $2.4B
FMR LLC 0.12% Reduce -2.8% 13,908,247 $2.2B
Federation des caisses Desjardins du Quebec 7.79% Add +44.5% 13,445,891 $2.2B
Bank of Nova Scotia 3.62% Reduce -16.2% 12,761,696 $2.1B
Vanguard Fiduciary Trust Co. 0.50% — 12,309,966 $2.0B
Manufacturers Life Insurance Company, The 1.70% Add +2.1% 12,130,512 $2.0B
TD Waterhouse Canada Inc. 5.72% Add +119.1% 11,874,976 $1.9B
Toronto Dominion Bank 3.57% Reduce -19.4% 11,339,321 $1.8B
Connor, Clark & Lunn Investment Management Ltd. 4.04% Reduce -6.1% 10,834,613 $1.8B
CIBC Asset Management Inc 4.14% Reduce -3.3% 10,477,058 $1.7B
Canada Pension Plan Investment Board 1.04% Add +0.9% 9,965,831 $1.6B
Vanguard Global Advisers, LLC 0.85% — 9,847,449 $1.6B
Scotia Capital Inc. 5.91% Reduce -1.9% 8,898,150 $1.4B
Legal & General Group Plc 0.32% Reduce -1.5% 8,645,599 $1.4B
Fisher Asset Management 0.37% Add +5.3% 6,711,554 $1.1B
JPMorgan Chase & Co. 0.07% Add +8.2% 6,851,937 $1.1B
Morgan Stanley 0.05% Add +21.5% 5,189,064 $839.5M
Goldman Sachs Group Inc. 0.10% Add +40.4% 4,674,744 $756.3M
Fiera Capital Corp 2.33% Reduce -7.0% 4,220,026 $681.0M
Charles Schwab Investment Management Inc. 0.09% Add +1.4% 3,810,958 $614.1M
Healthcare of Ontario Pension Plan Trust Fund 1.01% Add +25.9% 3,734,189 $603.4M
Beutel, Goodman & Co Ltd. 3.94% Reduce -7.9% 3,605,831 $581.0M
Blue Sparrow, LLC 9.02% New 3,260,000 $527.4M
Massachusetts Financial Services Co. 0.16% Reduce -6.6% 2,157,232 $476.8M
Invesco Ltd. 0.05% Reduce -1.3% 2,860,343 $462.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.39% — 2,825,679 $456.8M
Amundi 0.12% Add +23.0% 2,808,441 $454.3M
Agf Management Ltd. 1.98% Add +1.6% 2,435,954 $440.2M
Picton Mahoney Asset Management 4.47% Add +0.1% 2,654,433 $429.2M
Wellington Management Group LLP 0.08% Add +3.4% 2,646,066 $426.4M
Dimensional Fund Advisors LP 0.09% Add +7.9% 2,576,368 $416.8M
Deutsche Bank AG 0.13% Reduce -6.1% 2,416,229 $390.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 2.31% Add +1.3% 2,410,402 $389.7M
Franklin Resources Inc. 0.10% Reduce -0.9% 2,403,672 $388.6M
Public Sector Pension Investment Board 1.21% Add +218.8% 2,396,327 $387.5M
Alberta Investment Management Corp 2.44% Add +15.7% 2,200,448 $355.8M
Mufg Securities (canada), LTD. 9.62% Reduce -3.0% 2,073,220 $334.6M
Bank of America Corp. 0.02% Add +3.6% 2,066,234 $334.3M
Caisse de depot et placement du Quebec 0.48% Reduce -6.1% 1,848,822 $297.9M
Guardian Capital LP 7.28% Reduce -3.4% 1,707,110 $275.1M
BlackRock, Inc. 0.00% Add +6.5% 1,450,471 $234.7M
Letko, Brosseau & Associates Inc. 3.70% Reduce -2.9% 1,423,097 $229.3M
Clearbridge Investments, LLC 0.19% Reduce -2.5% 1,380,387 $221.8M
Bank of New York Mellon Corp 0.04% Reduce -3.0% 1,270,046 $205.5M
Aviva PLC 0.33% Add +2.9% 1,215,703 $195.9M
Northern Trust Corp. 0.03% Add +1.8% 1,207,454 $195.3M
Intact Investment Management Inc. 5.06% Add +42.3% 1,098,659 $177.6M
Alliancebernstein L.P. 0.06% Reduce -12.2% 1,016,616 $173.3M
Hillsdale Investment Management Inc. 4.68% Add +10.3% 1,065,340 $172.2M
Scheer, Rowlett & Associates Investment Management Ltd. 12.10% Add +2.2% 1,040,618 $168.3M
Addenda Capital Inc. 4.72% Add +6.1% 745,760 $167.7M
UBS Group AG 0.03% Add +21.7% 1,030,378 $166.7M
Russell Investments Group, Ltd. 0.18% Reduce -2.8% 1,025,409 $164.1M
Nuveen, LLC 0.04% Reduce -0.2% 999,116 $161.0M
Korea Investment CORP 0.32% Reduce -9.0% 950,015 $153.1M
DekaBank Deutsche Girozentrale 0.25% No change 945,161 $151.6M
Acadian Asset Management LLC 0.21% Reduce -37.0% 927,933 $149.5M
Cardinal Capital Management, Inc. 3.89% Add +1.9% 895,739 $144.3M
Dixon Mitchell Investment Counsel Inc. 4.55% Reduce -6.8% 812,192 $130.9M
State of Tennessee, Department of Treasury 0.43% Reduce -0.5% 798,095 $128.6M
Regions Financial Corp. 0.83% Add +0.2% 792,275 $128.2M
BCV Asset Management Inc. 4.40% Reduce -0.9% 794,717 $128.0M
CANADA LIFE ASSURANCE Co 0.22% Add +2.8% 770,661 $124.6M
APG Asset Management N.V. 0.39% Add +2.6% 868,881 $121.5M
Ameriprise Financial Inc. 0.03% Reduce -5.2% 727,209 $121.0M
Two Sigma Investments, LP 0.10% Add +115.5% 731,591 $118.4M
Vanguard Investments Australia, Ltd. 0.33% — 696,346 $112.6M
Capital World Investors 0.02% Add +0.4% 694,842 $112.3M
Canoe Financial LP 1.53% Add +0.3% 693,571 $112.1M
AQR Capital Management 0.05% Reduce -1.8% 686,495 $110.4M
OMERS ADMINISTRATION Corp 0.71% Reduce -31.9% 681,357 $109.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.22% Add +4.0% 633,974 $102.2M
Pictet Asset Management Holding SA 0.11% Add +6.7% 628,758 $101.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.12% Add +43.5% 626,197 $101.2M
Bank of Nova Scotia Trust Co. 8.52% Reduce -2.4% 613,637 $99.3M
Millennium Management 0.07% Reduce -2.3% 589,862 $95.3M
Cidel Asset Management Inc. 4.87% Add +88.7% 553,471 $89.2M
UniSuper Management Pty Ltd 0.58% Add +6.1% 391,917 $88.1M
Raymond James Financial Inc. 0.03% Add +1.2% 522,141 $84.5M
Guardian Partners Inc. 6.79% Reduce -0.7% 503,889 $81.4M
Northwest & Ethical Investments L.P. 1.86% Reduce -2.2% 494,832 $80.2M
Qube Research & Technologies Ltd 0.11% Add +340.8% 472,166 $76.4M
American Century Companies Inc. 0.04% Add +16.2% 458,451 $74.1M
Citigroup Inc. 0.05% Reduce -28.9% 448,194 $72.2M
State of Wisconsin Investment Board 0.16% Reduce -14.0% 442,081 $71.2M
Clark Capital Management Group, Inc. 0.43% Reduce -6.4% 426,404 $69.0M
J. Safra Sarasin Holding AG 1.16% Add +2.7% 420,443 $67.8M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 7.12% Reduce -4.7% 407,274 $66.9M
QV Investors Inc. 5.38% Reduce -2.0% 412,370 $66.4M
Rockefeller Capital Management L.P. 0.12% Add +2.8% 404,033 $65.4M
Purpose Unlimited Inc. 2.55% Add +18.3% 378,169 $61.1M
Envestnet Asset Management Inc. 0.02% Add +17.3% 370,210 $59.9M
Cumberland Partners Ltd 4.42% Reduce -7.7% 361,003 $58.2M
Lazard Asset Management LLC 0.09% Add +289.8% 345,881 $55.9M
Rathbones Group PLC 0.22% Add +4.5% 339,711 $54.7M
Neuberger Berman Group LLC 0.04% Add +12.3% 340,652 $54.4M
First Trust Advisors LP 0.04% Add +10.1% 331,050 $53.5M
Lansforsakringar Fondforvaltning AB (publ) 0.28% Add +1.1% 328,455 $52.9M
Value Partners Investments Inc. 3.99% Reduce -2.1% 324,031 $52.3M
Mn Services Vermogensbeheer B.V. 0.34% Add +0.8% 322,277 $51.9M
Creative Planning 0.03% Add +3.7% 295,907 $47.9M
Zurich Insurance Group Ltd 0.37% Reduce -58.6% 295,746 $47.6M
Public Employees Retirement System of Ohio 0.15% Add +3.7% 286,225 $46.1M
Montrusco Bolton Investments Inc. 0.68% Reduce -2.5% 278,201 $44.8M
Aviso Financial Inc. 1.59% Reduce -0.6% 276,652 $44.7M
Investment Management Corp of Ontario 0.54% Reduce -1.3% 260,617 $42.2M
Allianz Asset Management GmbH 0.05% Add +31.8% 253,645 $40.9M
Triasima Portfolio Management inc. 6.16% Add +5.2% 253,012 $40.8M
Vontobel Holding Ltd. 0.14% Reduce -44.4% 248,672 $40.2M
Kepler Cheuvreux (Suisse) SA 2.66% No change 178,048 $40.0M
Varma Mutual Pension Insurance Co 0.23% No change 240,529 $38.8M
Candriam S.C.A. 0.20% Add +34.5% 232,260 $37.4M
USS Investment Management Ltd 0.16% Add +1.2% 228,904 $37.0M
Woodbridge Co Ltd 0.13% No change 222,615 $36.0M
Main Street Research LLC 2.10% New 222,568 $36.0M
Andra AP-fonden 0.42% Add +875.5% 157,077 $35.3M
Wells Fargo & Company 0.01% Add +11.3% 217,962 $35.3M
Intech Investment Management LLC 0.35% Add +18.9% 218,637 $35.2M
SEB Asset Management AB 0.15% — 214,011 $34.5M
Harvest Portfolios Group Inc. 0.56% Add +52.0% 210,546 $34.0M
Barclays PLC 0.01% Reduce -22.2% 209,404 $33.9M
Van Lanschot Kempen Investment Management N.V. 0.30% Reduce -52.6% 152,083 $33.7M
Susquehanna Portfolio Strategies, LLC 0.49% No change 205,100 $33.2M
Coleford Investment Management Ltd. 7.92% Add +1.9% 200,339 $32.3M
Focus Partners Wealth 0.04% Reduce -0.8% 198,124 $32.1M
Cardinal Point Capital Management ULC 1.94% Reduce -0.8% 196,519 $31.7M
Man Group plc 0.06% Reduce -13.7% 191,613 $30.9M
Godsey & Gibb, Inc. 2.56% Reduce -6.4% 181,933 $29.4M
Americana Partners, LLC 0.76% Add +0.3% 180,045 $29.1M
Royal London Asset Management Ltd. 0.06% Reduce -1.4% 176,834 $28.6M
Quadrature Capital Ltd 0.33% Add +740.8% 170,800 $27.5M
LPL Financial LLC 0.01% Add +4.1% 169,890 $27.5M
Rempart Asset Management Inc. 5.75% Reduce -15.6% 169,556 $27.3M
AustralianSuper Pty Ltd 0.14% New 168,210 $27.2M
Maryland State Retirement & Pension System 0.52% Add +6.8% 158,391 $25.6M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.38% Add +34.3% 158,735 $25.6M
Delaney Capital Management Ltd. 4.09% Reduce -0.3% 157,722 $25.4M
Utah Retirement Systems 0.25% Reduce -3.6% 153,298 $24.7M
Swiss Life Asset Management Ltd 0.12% Add +28.0% 149,945 $24.2M
Quantinno Capital Management LP 0.04% Add +22.5% 148,069 $24.0M
Genus Capital Management Inc. 2.74% Reduce -3.5% 148,460 $23.9M
Erste Asset Management GmbH 0.22% Add +1.2% 150,453 $23.7M
PensionDanmark Pensionsforsikringsaktieselskab 0.22% Reduce -16.9% 142,096 $22.9M
O'shaughnessy Asset Management, LLC 0.11% Reduce -53.3% 136,380 $22.1M
Danica Pension, Livsforsikringsaktieselskab 0.41% New 97,084 $21.8M
Natixis Advisors, LLC 0.03% Add +7.5% 133,478 $21.6M
Susquehanna Fundamental Investments, LLC 0.80% Add +20.4% 131,100 $21.2M
Lorne Steinberg Wealth Management Inc. 4.99% Add +1.9% 130,367 $21.1M
Avanza Fonder AB 0.58% No change 93,431 $21.0M
K.J. Harrison & Partners Inc 3.34% Reduce -15.5% 125,577 $20.3M
Claret Asset Management Corp 2.43% Add +0.7% 125,077 $20.2M
Janus Henderson Group PLC 0.01% Reduce -1.1% 120,521 $19.4M
HSBC Holdings PLC 0.01% Reduce -4.1% 119,704 $19.3M
Gulf International Bank (UK) Ltd 0.39% Add +51.6% 107,949 $17.4M
Captrust Financial Advisors 0.03% Add +3.4% 104,701 $16.9M
Canerector Inc. 7.99% Add +15.4% 75,000 $16.9M
American Assets Investment Management, LLC 1.14% No change 103,500 $16.7M
Credit Agricole S A 0.05% Add +154.3% 103,207 $16.7M
Ninepoint Partners LP 1.94% Add +78.5% 101,217 $16.4M
Bragg Financial Advisors, Inc 0.50% Reduce -0.9% 98,555 $15.9M
Polar Capital Holdings Plc 0.07% No change 97,748 $15.8M
Thrivent Financial for Lutherans 0.03% Add +3102.3% 95,748 $15.4M
BNP Paribas Financial Markets 0.01% Add +504.0% 91,898 $14.9M
Truist Financial Corp. 0.02% Add +10.4% 89,561 $14.5M
Osmosis Investment Management UK Ltd 0.39% Reduce -10.2% 89,110 $14.4M
Generali Asset Management SPA SGR 0.30% Add +15.7% 63,468 $14.3M
HighTower Advisors, LLC 0.02% Reduce -8.4% 88,184 $14.3M
Bank Julius Baer & Co. Ltd, Zurich 0.04% Add +14.6% 86,736 $14.2M
PNC Financial Services Group, Inc. 0.01% Reduce -0.4% 87,551 $14.2M
Sienna Gestion 0.92% Add +511.5% 88,945 $14.1M
Palisade Asset Management, LLC 1.37% Reduce -0.7% 84,181 $13.6M
PCJ Investment Counsel Ltd. 3.85% Add +3.7% 83,840 $13.6M
JCIC Asset Management Inc. 4.15% Add +2.4% 83,888 $13.5M
Waratah Capital Advisors Ltd. 1.20% Reduce -25.1% 83,144 $13.5M
Diversified Trust Co. 0.25% Reduce -0.0% 82,567 $13.4M
Commonwealth Equity Services, LLC 0.02% Add +1.4% 82,351 $13.3M
Heathbridge Capital Management Ltd. 4.84% No change 82,500 $13.3M
US Bancorp \de 0.02% Add +1.1% 80,205 $13.0M
Cetera Investment Advisers 0.01% Add +11.6% 77,412 $12.5M
Davis-Rea LTD. 3.23% Reduce -5.0% 76,792 $12.4M
Mariner, LLC 0.01% Add +7.5% 75,800 $12.3M
Murchinson Ltd. 4.90% New 75,192 $12.2M
Janney Montgomery Scott LLC 0.03% Reduce -4.0% 74,617 $12.1M
Ravenstone Capital Management Inc. 5.98% Add +0.8% 74,328 $12.0M
Brown Advisory Inc. 0.02% Reduce -2.2% 73,827 $11.9M
Citadel Advisors 0.01% Reduce -80.1% 72,957 $11.8M
Point72 Asset Management 0.02% Reduce -26.1% 73,195 $11.8M
Jane Street Group, LLC 0.01% Reduce -76.6% 71,644 $11.6M
Capital Fund Management S.A. 0.10% Reduce -21.1% 68,065 $11.0M
Worldquant Millennium Advisors LLC 0.04% Add +5.9% 64,930 $10.5M
Fideuram Asset Management (Ireland) dac 1.28% New 43,957 $10.1M
Lombard Odier Asset Management (Switzerland) SA 0.38% Add +3.8% 62,490 $10.1M
Altrius Capital Management Inc 2.00% Reduce -5.3% 62,099 $10.0M
Baskin Financial Services Inc. 0.80% Reduce -3.9% 60,553 $9.8M
Natixis 0.04% Reduce -17.1% 59,963 $9.7M
Pinnacle Associates Ltd. 0.12% Reduce -1.1% 58,923 $9.5M
Summerhill Capital Management lnc. 8.05% Add +4.5% 57,207 $9.2M
Cerity Partners LLC 0.01% Add +2.3% 56,629 $9.2M
Merit Financial Group, LLC 0.07% Add +12.2% 54,532 $8.8M
Live Oak Private Wealth LLC 1.22% No change 53,889 $8.7M
Vanguard Personalized Indexing Management, LLC 0.08% Reduce -5.3% 52,171 $8.4M
Bessemer Group Inc. 0.01% Add +2.0% 51,053 $8.2M
Metis Global Partners, LLC 0.20% Reduce -8.8% 50,538 $8.1M
Ensign Peak Advisors, Inc 0.01% Reduce -15.5% 49,081 $7.9M
Cwm, LLC 0.02% Reduce -3.2% 48,738 $7.9M
Plato Investment Management Ltd 0.53% Add +1.4% 48,783 $7.9M
CenterBook Partners LP 0.42% Reduce -26.3% 48,178 $7.8M
M&T Bank Corp 0.03% Add +0.3% 47,742 $7.7M
Mediolanum International Funds Ltd 0.08% Add +76.2% 48,798 $7.7M
First National Bank of Omaha 0.24% Add +0.1% 48,714 $7.7M
Gold Investment Management Ltd. 2.37% Add +0.8% 47,471 $7.7M
Assenagon Asset Management S.A. 0.01% Add +4.3% 46,345 $7.5M
United Capital Financial Advisors, LLC 0.04% Add +18.6% 44,780 $7.2M
Campbell & CO Investment Adviser LLC 0.41% New 44,313 $7.2M
Burkett Asset Management Ltd 6.96% Add +2.9% 43,794 $7.1M
Federated Hermes, Inc. 0.01% Reduce -2.8% 43,617 $7.1M
Indivisible Partners 0.62% Add +0.2% 43,107 $7.0M
Pathstone Holdings, LLC 0.03% Reduce -35.4% 42,946 $6.9M
Viewpoint Investment Partners Corp. 3.21% New 42,563 $6.9M
Y-Intercept (Hong Kong) Ltd 0.13% New 42,583 $6.9M
Arkadios Wealth Advisors 0.11% Add +106.3% 42,037 $6.8M
Quadrant Capital Group LLC 0.20% Reduce -0.7% 41,562 $6.7M
Laird Norton Wetherby Trust Company, LLC 0.15% Add +2.1% 41,509 $6.7M
Crossmark Global Holdings, Inc. 0.10% Reduce -64.7% 40,507 $6.6M
Cardinal Capital Management 0.83% Add +0.1% 39,782 $6.4M
Voloridge Investment Management, LLC 0.03% New 39,297 $6.4M
ASR Vermogensbeheer N.V. 0.07% No change 38,364 $6.2M
D. E. Shaw & Co. 0.01% Reduce -90.8% 38,000 $6.1M
NewEdge Advisors, LLC 0.02% Add +3.3% 37,881 $6.1M
Ritholtz Wealth Management 0.11% Add +3.0% 37,848 $6.1M
Van Eck Associates Corp. 0.00% Reduce -15.2% 37,535 $6.1M
Pacifica Partners Inc. 2.00% Reduce -1.4% 37,347 $6.0M
Mercer Global Advisors Inc. 0.01% Add +3.0% 36,678 $5.9M
Hennessy Advisors Inc. 0.21% Reduce -15.8% 35,600 $5.8M
one8zero8, LLC 1.28% Add +0.0% 35,386 $5.7M
Counterweight Ventures, LLC 3.20% No change 35,227 $5.7M
Ewing Morris & Co. Investment Partners Ltd. 2.56% Add +18.7% 35,160 $5.7M
Tacita Capital Inc 3.34% Reduce -0.3% 35,019 $5.6M
Aristotle Capital Management, LLC 0.01% No change 34,487 $5.6M
Entropy Technologies, LP 0.26% Add +1024.8% 34,341 $5.6M
&partners 0.03% Add +3.0% 32,993 $5.4M
Corient Private Wealth LP 0.01% Reduce -1.3% 32,850 $5.3M
Quilter Plc 0.09% Reduce -10.6% 23,537 $5.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +77.9% 32,722 $5.3M
Evelyn Partners Investment Management LLP 0.14% Reduce -0.8% 32,604 $5.3M
Osaic Holdings, Inc. 0.01% Reduce -1.6% 32,466 $5.3M
Elite Wealth Management, Inc. 1.70% New 32,416 $5.2M
ARGA Investment Management, LP 0.17% No change 31,843 $5.1M
Susquehanna Advisors Group, Inc. 0.34% No change 31,300 $5.1M
Turn8 Private Wealth Inc. 3.16% Add +12.4% 31,386 $5.1M
Vise Technologies, Inc. 0.10% No change 29,457 $5.0M
Gradient Investments LLC 0.08% Add +158.5% 30,956 $5.0M
Signaturefd, LLC 0.08% Add +2.0% 30,788 $5.0M
Te Ahumairangi Investment Management Ltd 0.79% Add +21.5% 29,170 $4.7M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -14.8% 28,660 $4.6M
Orion Porfolio Solutions, LLC 0.04% Reduce -1.0% 28,579 $4.6M
Aspiriant, LLC 0.13% Add +0.9% 28,340 $4.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +5.9% 27,905 $4.5M
XTX Topco Ltd 0.08% Add +26.4% 27,151 $4.4M
Trust Co of the South 0.70% No change 26,873 $4.3M
Aspen Grove Capital, LLC 0.83% Add +0.3% 26,506 $4.3M
Mitsubishi UFJ Trust & Banking Corp 0.01% New 26,800 $4.3M
Shikiar Asset Management Inc. 1.36% Reduce -49.0% 26,290 $4.3M
Louisbourg Investments Inc. 0.80% Reduce -6.4% 26,227 $4.2M
MidFirst Bank 0.34% Reduce -3.6% 25,520 $4.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.23% No change 25,034 $4.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1515.8% 24,997 $4.0M
First Citizens Bank & Trust Co. 0.08% Add +229.1% 24,757 $4.0M
Cigna Investments Inc. 0.62% Reduce -1.6% 24,827 $4.0M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -17.4% 24,451 $4.0M
Kestra Advisory Services, LLC 0.01% Add +6.5% 24,210 $3.9M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -42.0% 23,309 $3.8M
Davis Investment Partners, LLC 1.34% New 23,525 $3.8M
RNC Capital Management LLC 0.16% No change 22,562 $3.7M
Algert Global LLC 0.05% Reduce -7.2% 22,042 $3.6M
Cary Street Partners Financial LLC 0.09% Reduce -1.1% 21,848 $3.5M
Compound Planning, Inc. 0.11% Add +1.5% 21,791 $3.5M
Tower Research Capital LLC (TRC) 0.09% Add +68.7% 21,603 $3.5M
Alkeme Wealth, LLC 1.42% Reduce -9.3% 21,548 $3.5M
CFM Wealth Partners LLC 0.52% No change 21,401 $3.5M
Whitener Capital Management, Inc. 0.78% Reduce -0.4% 21,165 $3.4M
Capital Investment Advisory Services, LLC 0.25% Reduce -1.6% 21,003 $3.4M
KMG Fiduciary Partners, LLC 0.24% Reduce -1.0% 20,146 $3.3M
DKRT Investments Corp. 0.82% No change 20,000 $3.2M
Ieq Capital, LLC 0.01% Add +12.3% 19,785 $3.2M
Bogart Wealth, LLC 0.12% Add +0.0% 19,734 $3.2M
AMG National Trust Bank 0.07% Add +20.4% 19,723 $3.2M
Quantbot Technologies LP 0.13% New 19,609 $3.2M
Sequoia Financial Advisors, LLC 0.02% Reduce -10.1% 19,475 $3.2M
Cannell & Spears LLC 0.06% No change 19,390 $3.1M
MML Investors Services, LLC 0.01% Add +18.7% 19,385 $3.1M
Old Port Advisors 0.72% Add +1.1% 19,229 $3.1M
Qtron Investments LLC 0.41% Reduce -1.8% 18,782 $3.0M
Curi Capital, LLC 0.05% Add +1.6% 18,649 $3.0M
Pinnacle Financial Partners, Inc. 0.02% Add +1.2% 17,717 $2.9M
Park Avenue Securities LLC 0.02% Add +3.5% 17,589 $2.8M
Blair William & Co. 0.01% Reduce -6.0% 17,448 $2.8M
FORA Capital, LLC 0.21% New 17,420 $2.8M
M. Kulyk & Associates, LLC 0.52% Reduce -13.4% 17,370 $2.8M
Muirfield Wealth Advisors LLC 2.05% Add +0.6% 17,245 $2.8M
BNP Paribas 0.09% Reduce -16.8% 17,165 $2.8M
Jones Financial Companies LLLP 0.00% Add +58.1% 17,328 $2.7M
Fairfield, Bush & Co. 1.51% Reduce -3.5% 16,776 $2.7M
Voleon Capital Management LP 0.06% Add +456.0% 16,735 $2.7M
Verum Partners LLC 0.50% Add +1.4% 16,328 $2.6M
Midwest Professional Planners, LTD. 0.62% Add +1.7% 16,279 $2.6M
Applied Capital LLC 1.91% Reduce -4.0% 16,214 $2.6M
Columbus Macro, LLC 0.28% Reduce -1.2% 16,189 $2.6M
Farther Finance Advisors, LLC 0.02% Add +54.2% 15,943 $2.6M
LGT Group Foundation 0.03% Add +225.5% 16,098 $2.6M
Franklin Street Advisors Inc. 0.16% Add +0.1% 15,906 $2.6M
Stifel Financial Corp. 0.00% Reduce -37.6% 15,834 $2.6M
Pathway Financial Advisers, LLC 0.72% Reduce -0.7% 15,748 $2.5M
Sumitomo Life Insurance Co. 0.06% Add +2.6% 15,523 $2.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +2.6% 15,523 $2.5M
Caldwell Investment Management Ltd. 0.97% New 15,600 $2.5M
Gibbs Wealth Management 0.32% Add +29.7% 15,174 $2.5M
GMO 0.01% New 15,049 $2.4M
Boston Trust Walden Corp 0.02% No change 14,935 $2.4M
Sanctuary Advisors, LLC 0.01% Add +7.1% 14,730 $2.4M
Clearstead Advisors, LLC 0.02% Reduce -2.6% 14,474 $2.3M
Tudor Investment Corporation 0.01% New 14,402 $2.3M
Waverly Advisors, LLC 0.02% No change 14,158 $2.3M
Sterling Capital Management LLC 0.04% Add +294.4% 13,942 $2.3M
Alphadyne Asset Management LP 0.29% New 13,832 $2.2M
Caprock Group, LLC 0.05% Add +1.0% 13,794 $2.2M
Commerce Bank 0.01% New 13,683 $2.2M
Great Lakes Retirement, Inc. 0.22% Add +3.5% 13,424 $2.2M
Pembroke Management, LTD 0.31% No change 13,266 $2.1M
Danske Bank A/S 0.01% Add +22.7% 13,202 $2.1M
Beacon Pointe Advisors, LLC 0.01% New 13,153 $2.1M
Ativo Capital Management LLC 1.84% Add +31.4% 13,060 $2.1M
Ethic Inc. 0.03% Add +52.6% 12,934 $2.1M
CIBC Bancorp USA Inc. 0.00% — 10,946 $2.1M
Cordgrass Capital Advisors, LLC 0.48% Add +0.4% 12,614 $2.0M
Bridgeway Capital Management, LLC 0.04% No change 12,400 $2.0M
Simplex Trading, LLC 0.06% Reduce -35.1% 12,369 $2.0M
Evergreen Capital Management LLC 0.04% Add +0.6% 12,368 $2.0M
Wellington-Altus USA Inc. 1.18% Reduce -20.4% 9,382 $2.0M
Numerai GP LLC 0.20% New 12,276 $2.0M
Focus Partners Advisor Solutions, LLC 0.02% Add +5.0% 12,257 $2.0M
GAM Holding AG 0.17% Reduce -28.6% 12,200 $2.0M
Frank, Rimerman Advisors LLC 0.13% Add +1.1% 12,103 $2.0M
HRT Financial LP 0.00% Reduce -71.3% 12,004 $1.9M
Edmond DE Rothschild Holding S.A. 0.03% Reduce -96.8% 12,031 $1.9M
Yousif Capital Management, LLC 0.02% No change 11,906 $1.9M
Aull & Monroe Investment Management Corp 0.90% Add +0.4% 11,899 $1.9M
DAVENPORT & Co LLC 0.01% Reduce -1.9% 11,869 $1.9M
Financial Engines Advisors L.L.C. 0.00% Reduce -3.2% 11,847 $1.9M
Mayfair Advisory Group, LLC 0.67% No change 11,802 $1.9M
Pinebridge Investments LLC 0.02% Add +7.1% 8,488 $1.9M
Generali Investments CEE, investicni spolecnost, a.s. 0.10% Reduce -53.7% 11,578 $1.9M
QRG Capital Management, Inc. 0.02% Add +103.8% 11,556 $1.9M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% — 11,513 $1.9M
Syon Capital LLC 0.09% Add +0.6% 11,493 $1.9M
Baird Financial Group, Inc. 0.00% Reduce -5.3% 11,467 $1.9M
Equitable Holdings, Inc. 0.01% Add +285.4% 11,080 $1.8M
Parallax Volatility Advisers, L.P. 0.10% Reduce -72.5% 10,392 $1.8M
Aprio Wealth Management, LLC 0.10% Add +2.7% 11,376 $1.8M
Prime Capital Investment Advisors, LLC 0.02% Reduce -2.9% 11,209 $1.8M
Independent Advisor Alliance 0.02% Reduce -26.9% 11,169 $1.8M
State of Wyoming 0.21% New 11,150 $1.8M
Vident Advisory, LLC 0.02% Reduce -2.0% 11,095 $1.8M
Prudential PLC 0.01% New 10,699 $1.7M
World Investment Advisors 0.03% Add +1.7% 10,689 $1.7M
Brown Shipley& Co Ltd 1.03% No change 10,650 $1.7M
Savant Capital, LLC 0.01% Add +12.6% 10,596 $1.7M
NorthCoast Asset Management LLC 0.04% Add +4.8% 10,537 $1.7M
Founders Financial Alliance, LLC 0.30% Add +5.2% 10,357 $1.7M
Creative Financial Designs Inc. 0.10% Reduce -2.4% 10,197 $1.6M
Principal Securities, Inc. 0.02% Add +10.4% 9,952 $1.6M
Edmp, Inc. 1.29% No change 9,895 $1.6M
Stephens Inc. 0.02% Reduce -78.4% 9,706 $1.6M
Lanark Financial, Inc. 0.12% Add +0.7% 9,704 $1.6M
SIG North Trading, ULC 0.31% Reduce -64.0% 9,586 $1.6M
JTC Employer Solutions Trustee Ltd 0.13% Add +0.8% 9,565 $1.5M
Bridgewater Advisors Inc. 0.09% Reduce -14.1% 8,479 $1.5M
Tradewinds, LLC. 0.49% No change 8,485 $1.5M
Community Bank, N.A. 0.18% Reduce -3.0% 9,394 $1.5M
Independent Solutions Wealth Management, LLC 0.22% Reduce -0.4% 9,386 $1.5M
Community Bank & Trust, Waco, Texas 0.30% Add +12.3% 9,385 $1.5M
IMC-Chicago, LLC 0.02% Reduce -55.8% 9,311 $1.5M
Donaldson Capital Management, LLC 0.05% Reduce -1.9% 9,301 $1.5M
Jain Global LLC 0.02% Add +461.4% 9,004 $1.5M
Summit Financial, LLC 0.02% Reduce -1.0% 8,860 $1.4M
Old North State Trust, LLC 0.85% Add +0.1% 8,858 $1.4M
Level Four Advisory Services, LLC 0.05% Reduce -31.1% 8,841 $1.4M
New England Research & Management, Inc. 0.59% Add +38.1% 8,700 $1.4M
Leisure Capital Management 0.48% Reduce -7.9% 8,425 $1.4M
Oppenheimer & Co. Inc. 0.02% Add +19.7% 8,254 $1.3M
Prospera Financial Services Inc 0.02% Add +1.7% 8,131 $1.3M
Advisory Resource Group 0.22% Reduce -12.8% 7,973 $1.3M
Keybank National Association 0.00% Add +264.6% 7,962 $1.3M
Modera Wealth Management, LLC 0.02% Reduce -5.2% 7,908 $1.3M
Versant Capital Management, Inc 0.13% Add +22.5% 7,863 $1.3M
Moors & Cabot, Inc. 0.05% Reduce -4.0% 7,797 $1.3M
PDT Partners, LLC 0.07% New 7,660 $1.2M
Obermeyer Wealth Partners 0.06% No change 7,611 $1.2M
Clear Trail Advisors, LLC 0.20% No change 7,545 $1.2M
Sage Mountain Advisors LLC 0.09% Reduce -3.5% 7,530 $1.2M
Wedbush Securities Inc. 0.04% Reduce -11.8% 7,527 $1.2M
First Manhattan Co. Llc. 0.00% No change 7,363 $1.2M
Smithfield Trust Co 0.05% New 7,300 $1.2M
Parallel Advisors, LLC 0.02% Add +4.1% 7,258 $1.2M
EPG Wealth Management LLC 0.32% Add +3.3% 7,237 $1.2M
Walleye Trading LLC 0.02% Reduce -44.6% 7,100 $1.1M
EverSource Wealth Advisors, LLC 0.03% Add +27.8% 7,001 $1.1M
Five Oceans Advisors 0.41% No change 6,968 $1.1M
Wagner Wealth Management, LLC 0.23% Add +4.4% 6,955 $1.1M
Venturi Wealth Management, LLC 0.05% Add +8.8% 6,943 $1.1M
Rhumbline Advisers 0.00% Reduce -0.1% 6,918 $1.1M
Cerro Pacific Wealth Advisors LLC 0.29% Reduce -1.8% 6,870 $1.1M
Rwa Wealth Partners, LLC 0.01% No change 6,839 $1.1M
Sagespring Wealth Partners, LLC 0.02% Add +6.8% 6,791 $1.1M
Kathmere Capital Management, LLC 0.07% Add +5.6% 6,769 $1.1M
HB Wealth Management, LLC 0.01% Add +7.6% 6,745 $1.1M
Great Valley Advisor Group, Inc. 0.02% Reduce -0.3% 6,728 $1.1M
PCM Encore, LLC 0.22% Add +8.7% 6,721 $1.1M
Sciencast Management LP 0.14% New 6,569 $1.1M
Checchi Capital Advisers, LLC 0.07% Add +1.4% 6,535 $1.1M
Harbour Investments, Inc. 0.02% Add +90.6% 6,498 $1.1M
Atlas Legacy Advisors, LLC 0.19% Add +89.9% 6,467 $1.0M
Belleair Asset Management, LLC 0.95% No change 6,450 $1.0M
Affinity Capital Advisors, LLC 0.15% Add +0.4% 6,439 $1.0M
Welch Group, LLC 0.04% Add +0.5% 6,436 $1.0M
Aptus Capital Advisors, LLC 0.01% Add +130.7% 6,427 $1.0M
One Capital Management, LLC 0.03% Reduce -3.6% 6,385 $1.0M
River Wealth Advisors LLC 0.12% Reduce -1.6% 6,364 $1.0M
Brown Brothers Harriman & Co. 0.01% No change 6,348 $1.0M
Westover Capital Advisors, LLC 0.19% Add +1.4% 6,269 $1.0M
Private Advisor Group, LLC 0.00% Add +3.0% 6,238 $1.0M
Hilltop National Bank 0.24% Reduce -5.6% 6,228 $1.0M
Woodard & Co. Asset Management Group Inc. 0.16% No change 6,225 $1.0M
Ferguson Wellman Capital Management, Inc. 0.01% New 6,216 $1.0M
Capital Investment Counsel, Inc 0.12% Add +3.3% 6,215 $1.0M
Novare Capital Management LLC 0.08% Reduce -18.9% 6,153 $995K
Two Sigma Securities, LLC 0.11% New 6,080 $984K
Patten & Patten Inc. 0.06% No change 6,080 $984K
RiverFront Investment Group, LLC 0.02% New 6,063 $981K
Ti-Trust, Inc. 0.58% No change 6,000 $971K
Brooklyn Investment Group 0.03% Add +59.7% 5,973 $966K
Hantz Financial Services, Inc. 0.01% Reduce -1.7% 5,972 $966K
Severin Investments, LLC 0.83% Add +4.0% 5,969 $966K
Envestnet Portfolio Solutions, Inc. 0.01% New 5,949 $962K
Atria Investments, Inc 0.01% Add +8.9% 5,936 $960K
Integrated Wealth Concepts LLC 0.01% Add +9.9% 5,925 $959K
Themes Management Co LLC 0.59% Add +6.2% 5,925 $959K
Advisortrust Partners, LLC 0.39% No change 5,810 $940K
Naples Global Advisors, LLC 0.07% Reduce -1.0% 5,796 $938K
William Blair Investment Management, LLC 0.00% Reduce -50.3% 5,778 $935K
Rodgers Brothers Inc. 0.11% Reduce -5.0% 5,750 $930K
Dynamic Technology Lab Private Ltd 0.15% New 5,740 $929K
Guardian Wealth Advisors, LLC / NC 0.06% Reduce -1.6% 5,730 $927K
Magnolia Capital Management Ltd. 0.62% Add +16.4% 5,665 $916K
PDS Planning, Inc 0.06% Add +0.4% 5,618 $909K
Forbes J M & Co. LLP 0.08% No change 5,600 $906K
Savvy Advisors, Inc. 0.02% Add +10.2% 5,600 $906K
Steward Partners Investment Advisory, LLC 0.00% Add +73.6% 5,597 $906K
Principal Financial Group Inc. 0.00% Reduce -84.0% 5,600 $902K
Sivia Capital Partners, LLC 0.17% Reduce -26.5% 5,540 $896K
Legacy Financial Advisors, Inc. 0.13% Reduce -0.1% 5,526 $894K
Abacus Wealth Partners, LLC 0.08% Add +1.4% 5,501 $890K
Ascent Group, LLC 0.03% Add +7.8% 5,491 $888K
Citrine Capital LLC 0.38% No change 5,412 $876K
Ballentine Partners, LLC 0.01% Add +3.3% 5,405 $874K
Sara-Bay Financial 0.26% Reduce -0.3% 5,374 $869K
Dynamic Advisor Solutions LLC 0.03% Reduce -1.4% 5,332 $863K
Legacy Wealth Asset Management, LLC 0.21% Reduce -0.8% 5,316 $860K
Banque Cantonale Vaudoise 0.03% Reduce -9.3% 5,308 $855K
Assetmark, Inc. 0.00% Add +6.8% 5,237 $847K
Salem Investment Counselors Inc. 0.02% No change 5,167 $836K
Holderness Investments Co. 0.17% No change 5,145 $832K
Spirepoint Private Client, LLC 0.08% No change 5,123 $829K
Cresset Asset Management, LLC 0.00% Reduce -2.9% 5,079 $822K
First National Trust Co 0.03% Reduce -18.8% 5,073 $821K
Geneos Wealth Management Inc. 0.02% Add +13.0% 5,041 $816K
Strategic Blueprint, LLC 0.05% Add +0.6% 5,016 $811K
Natural Investments, LLC 0.20% Add +41.7% 5,017 $811K
Marble Harbor Investment Counsel, LLC 0.09% No change 5,006 $810K
West Family Investments, Inc. 0.28% Reduce -29.0% 4,991 $807K
Kingsman Wealth Management, Inc. 0.45% Add +52.0% 4,970 $804K
Colonial Trust Advisors 0.06% Add +5.7% 4,958 $802K
Engineers Gate Manager LP 0.01% Reduce -58.3% 4,949 $800K
Live Oak Investment Partners 0.46% Add +10.9% 4,864 $787K
Rockland Trust Co. 0.03% No change 4,800 $777K
Legacy Capital Group California, Inc. 0.30% Reduce -15.2% 4,796 $776K
Cordatus Wealth Management LLC 0.18% Add +1.0% 4,780 $773K
Mountain Pacific Investment Advisers LLC 0.13% No change 4,749 $768K
GeoWealth Management, LLC 0.03% Add +36.1% 4,730 $765K
Capital Developers, LLC 0.69% No change 4,718 $763K
BlackDiamond Wealth Management, LLC 0.36% No change 4,654 $753K
Wedmont Private Capital 0.02% Reduce -2.0% 4,403 $746K
MQS Management LLC 0.50% New 4,606 $745K
Elevation Point Wealth Partners, LLC 0.02% New 4,605 $745K
Evelyn Partners Investment Management Services Ltd 0.09% No change 4,578 $740K
Tuttle Capital Management, LLC 1.21% No change 4,540 $734K
MAI Capital Management 0.00% Add +2.8% 4,532 $733K
Callan Family Office, LLC 0.02% Reduce -3.7% 4,528 $733K
Ruggaard & Associates LLC 0.29% Reduce -1.4% 4,520 $731K
Summit Global Investments 0.04% Add +26.0% 4,516 $731K
Calydon Capital 0.12% No change 4,488 $726K
Burney Co./ 0.02% Reduce -1.7% 4,349 $704K
Soltis Investment Advisors LLC 0.04% Add +2.5% 4,278 $692K
Income Insurance Ltd 0.46% No change 4,226 $681K
Citizens Financial Group Inc. 0.01% Add +0.1% 4,162 $673K
Old North State Wealth Management, LLC 0.31% No change 4,150 $672K
Advisors Asset Management, Inc. 0.01% Add +4.7% 4,142 $670K
Schonfeld Strategic Advisors LLC 0.01% New 4,104 $664K
Timothy G. Youngquist 2020 Irrevocable Trust 0.32% New 4,091 $662K
Advisory Services Network, LLC 0.01% Reduce -1.3% 4,075 $659K
Pinnacle West Asset Management, Inc. 0.44% No change 4,000 $647K
Colonial Trust Co / SC 0.09% Reduce -6.5% 3,997 $647K
SCS Capital Management LLC 0.01% Add +0.3% 3,966 $642K
Huntington National Bank 0.00% Reduce -0.8% 3,946 $638K
Wealth Group, Ltd. 0.60% No change 3,943 $638K
Summit Asset Management, LLC 0.09% No change 3,872 $626K
Financial Security Advisor, Inc. 0.11% No change 3,842 $622K
Fortune Financial Advisors, LLC 0.31% New 3,800 $615K
Bristol Gate Capital Partners Inc. 0.04% Reduce -6.1% 3,804 $613K
Concurrent Investment Advisors, LLC 0.01% Add +30.6% 3,766 $609K
Peak Planning Group, LLC 0.17% Reduce -0.5% 3,736 $604K
Kingsview Wealth Management, LLC 0.01% Reduce -22.2% 3,661 $592K
Fifth Third Bancorp 0.00% Add +0.4% 3,646 $590K
Modern Wealth Management, LLC 0.01% Add +6.5% 3,594 $587K
Drive Wealth Management, LLC 0.12% Add +0.8% 3,627 $587K
Daiwa Securities Group Inc. 0.00% No change 3,600 $582K
Paragon Private Wealth Management, LLC 0.18% Add +15.3% 3,590 $581K
Gateway Wealth Partners, LLC 0.02% New 3,563 $576K
Sollinda Capital Management LLC 0.14% Reduce -1.3% 3,557 $575K
Benjamin Edwards Inc. 0.01% Add +9.7% 3,530 $571K
GC Wealth Management RIA, LLC 0.02% Add +27.8% 3,527 $571K
BIP Wealth, LLC 0.02% Reduce -9.0% 3,521 $570K
Towne Trust Company, N.A 0.18% No change 3,500 $566K
Sax Wealth Advisors, LLC 0.03% No change 3,321 $566K
D.A. Davidson & Co. 0.00% No change 3,477 $563K
Fiduciary Trust Co 0.01% Reduce -0.0% 3,477 $563K
Magnus Financial Group LLC 0.04% Reduce -5.0% 3,402 $550K
Knights of Columbus Asset Advisors LLC 0.03% No change 3,396 $549K
Oslo Pensjonsforsikring AS 0.09% — 3,400 $548K
Roman Butler Fullerton & Co. 0.15% Reduce -1.8% 3,220 $546K
Chemung Canal Trust Co. 0.11% No change 3,333 $539K
Armor Investment Advisors, LLC 0.19% Add +0.5% 3,333 $539K
Urban Wealth Management, LLC 0.55% No change 3,300 $534K
Quantum Financial Advisors, LLC 0.06% New 3,295 $533K
Certified Advisory Corp 0.05% Add +0.2% 3,290 $532K
CogentBlue Wealth Advisors, LLC 0.36% No change 3,274 $530K
Benchmark Financial Wealth Advisors, LLC 0.14% No change 3,235 $523K
Cromwell Holdings LLC 0.29% No change 3,219 $521K
Apollon Wealth Management, LLC 0.01% Add +0.7% 3,215 $520K
Financial & Tax Architects, LLC 0.12% New 3,207 $519K
Pursuit Wealth Strategies, LLC 0.72% Reduce -4.4% 3,183 $515K
Blue Trust, Inc. 0.01% Reduce -79.1% 3,182 $515K
Laurel Wealth Advisors LLC 0.05% Reduce -6.6% 2,825 $513K
Kestra Private Wealth Services, LLC 0.01% Add +50.7% 3,139 $508K
Sei Investments Co. 0.00% Add +41.1% 3,090 $500K
GQG Partners LLC 0.00% No change 3,059 $495K
Simplicity Wealth,LLC 0.03% Add +6.0% 3,011 $487K
King Luther Capital Management Corp. 0.00% Add +6.4% 2,944 $476K
Canopy Partners, LLC 0.16% Reduce -0.5% 2,921 $473K
Sheets Smith Wealth Management 0.05% No change 2,904 $470K
Quadrant Private Wealth Management, LLC 0.07% Add +2.0% 2,868 $464K
Waterloo Capital, L.P. 0.03% Reduce -0.5% 2,861 $463K
Aviance Capital Partners, LLC 0.05% No change 2,853 $462K
Perigon Wealth Management, LLC 0.01% Reduce -0.7% 2,852 $461K
Seeds Investor LLC 0.06% Add +40.7% 2,629 $460K
Blueshift Asset Management, LLC 0.14% Reduce -6.9% 2,839 $459K
Tandem Investment Advisors, Inc. 0.02% Reduce -11.3% 2,837 $459K
Westwood Holdings Group Inc. 0.00% No change 2,829 $458K
Groupe la Francaise 0.01% Reduce -9.1% 2,838 $457K
Fortress Private Ledger, LLC 0.14% No change 2,817 $456K
Excalibur Management Corp. 0.16% No change 2,815 $455K
Beverly Hills Private Wealth, LLC 0.08% Reduce -4.5% 2,808 $454K
Triangle Securities Wealth Management 0.10% No change 2,800 $453K
Shoker Investment Counsel, Inc. 0.13% Reduce -0.3% 2,793 $452K
Coldstream Capital Management Inc. 0.01% Add +35.0% 2,779 $449K
Argent Trust Co 0.02% Reduce -1.8% 2,767 $448K
EP Wealth Advisors, LLC 0.00% Reduce -1.8% 2,745 $444K
Miller Howard Investments Inc. 0.01% Reduce -29.3% 2,734 $442K
Empower Advisory Group, LLC 0.00% Reduce -5.8% 2,732 $442K
Hexagon Capital Partners LLC 0.06% New 2,722 $440K
Beacon Bank & Trust 0.09% No change 2,715 $439K
August Group Capital Ltd 0.51% Reduce -1.3% 2,717 $439K
Arq Wealth Advisors, LLC 0.08% New 2,706 $438K
Smartleaf Asset Management LLC 0.02% Reduce -5.5% 2,753 $435K
Riversedge Advisors, LLC 0.07% Add +0.8% 2,658 $430K
Hemenway Trust Co LLC 0.03% Reduce -5.7% 2,655 $430K
Phillips Wealth Planners LLC 0.32% Reduce -0.5% 2,367 $428K
Howe & Rusling Inc. 0.03% Reduce -5.6% 2,643 $428K
OmniStar Financial Group, Inc. 0.22% Add +0.2% 2,641 $427K
Brighton Jones LLC 0.01% New 2,628 $425K
Riverview Trust Co 0.52% No change 2,614 $423K
Allworth Financial LP 0.00% Add +5.2% 2,595 $420K
Capital Investment Advisors, LLC 0.01% No change 2,589 $419K
Cypress Capital Group 0.05% Reduce -19.8% 2,550 $413K
Empowered Funds, LLC 0.00% New 2,530 $409K
J. L. Bainbridge & Co., Inc. 0.04% Add +0.8% 2,521 $408K
Patriot Investment Management Group, Inc. 0.03% No change 2,519 $408K
Basecamp Wealth Advisors LLC 0.08% No change 2,511 $406K
Nicholas Hoffman & Company, LLC. 0.01% No change 2,494 $403K
Cypress Wealth Services, LLC 0.06% Add +0.2% 2,493 $403K
Glenmede Trust Co. NA 0.00% Add +12.7% 2,483 $402K
Pure Financial Advisors, LLC 0.01% Add +10.9% 2,458 $398K
Lowe Brockenbrough & Co. Inc. 0.02% No change 2,450 $396K
Vanguard Portfolio Management LLC 0.00% — 2,451 $396K
McGrath & Associates, Inc. 0.58% Reduce -1.4% 2,437 $394K
Chemistry Wealth Management LLC 0.07% Reduce -15.2% 2,431 $393K
CVA Family Office, LLC 0.04% No change 2,423 $392K
Z3 Capital Partners, LLC 0.10% No change 2,422 $392K
LexAurum Advisors, LLC 0.05% — 2,422 $392K
Walleye Capital LLC 0.00% Reduce -74.1% 2,415 $391K
Tompkins Financial Corp. 0.03% No change 2,400 $388K
T. Rowe Price Associates Inc. 0.00% No change 2,390 $387K
HUB Investment Partners, LLC 0.01% Add +2.0% 2,377 $385K
Earned Wealth Advisors, LLC 0.03% Reduce -0.1% 2,340 $379K
OneAscent Family Office, LLC 0.26% No change 2,330 $377K
Edgestream Partners, L.P. 0.01% Add +93.3% 2,316 $375K
Apella Capital, LLC 0.01% Add +15.1% 2,091 $373K
Argos Wealth Advisors, LLC 0.11% No change 2,304 $373K
Schrum Private Wealth Management LLC 0.28% Reduce -20.4% 2,285 $370K
Twinbeech Capital LP 0.04% New 2,265 $366K
Kanawha Capital Management LLC 0.03% No change 2,265 $366K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.12% Add +119.5% 2,270 $366K
Carter Financial Group, INC. 0.23% New 2,257 $365K
LBMC Investment Advisors, LLC 0.02% No change 2,254 $365K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.33% No change 2,240 $362K
Kingswood Wealth Advisors, LLC 0.02% Reduce -4.2% 2,236 $362K
Galvin, Gaustad & Stein, LLC 0.03% No change 2,200 $356K
Mather Group, Llc. 0.00% No change 2,199 $356K
Centaurus Financial, Inc. 0.02% No change 2,192 $355K
Brevan Howard Capital Management LP 0.00% New 2,160 $349K
Fiduciary Group, LLC 0.03% No change 2,158 $349K
EFG International AG 0.01% Reduce -21.8% 2,158 $349K
Firestone Capital Management 0.07% No change 2,134 $345K
W1M Asset Management Ltd 0.00% No change 2,133 $345K
Florida Trust Wealth Management Co 0.01% Reduce -2.7% 2,130 $345K
Phoenix Wealth Advisors 0.14% No change 2,121 $343K
Aventus Investment Advisors, Inc. 0.29% No change 2,100 $340K
Fiduciary Wealth Partners, LLC 0.22% Reduce -8.5% 2,097 $339K
RFG Advisory, LLC 0.01% Reduce -86.5% 2,097 $339K
Cherokee Insurance Co 0.13% No change 2,091 $338K
OneDigital Investment Advisors LLC 0.00% Reduce -0.3% 2,079 $336K
Avior Wealth Management, LLC 0.01% Add +14.2% 2,054 $332K
Contravisory Investment Management, Inc. 0.07% Reduce -5.8% 2,053 $332K
Western Wealth Management, LLC 0.01% Add +16.8% 2,046 $331K
Certuity, LLC 0.02% Add +0.1% 2,045 $331K
Fortis Capital Management LLC 0.04% Add +2.3% 2,045 $331K
Carr Financial Group Corp 0.09% No change 2,014 $326K
Peak Asset Management, LLC 0.06% No change 2,000 $324K
Southeast Asset Advisors, LLC 0.04% No change 2,000 $324K
Corient IA LP 0.30% No change 1,990 $322K
Fiduciary Financial Group, LLC 0.04% Add +4.2% 1,958 $317K
Old Peak Finance LLC 0.18% No change 1,938 $314K
DRW Securities, LLC 0.02% Add +57.2% 1,938 $314K
Crestwood Advisors Group, LLC 0.01% Add +17.3% 1,920 $311K
Alta Capital Management LLC/ 0.02% Add +13.8% 1,919 $310K
Integrity Alliance, Llc. 0.01% Reduce -4.2% 1,912 $309K
Choate Investment Advisors 0.01% No change 1,905 $308K
Prosperity Consulting Group, LLC 0.01% Reduce -5.7% 1,893 $306K
Pinnacle Wealth Planning Services, Inc. 0.03% No change 1,883 $305K
Diversify Wealth Management, LLC 0.01% New 1,738 $305K
55 North Private Wealth, LLC 0.08% Add +1.6% 1,866 $302K
Bfsg, LLC 0.03% Reduce -11.1% 1,862 $301K
Independent Financial Group, LLC 0.01% Add +5.7% 1,860 $301K
Fulcrum Equity Management 0.29% Add +1.4% 1,846 $299K
Choreo, LLC 0.00% Add +4.9% 1,832 $296K
Tannin Capital LLC 0.21% New 1,828 $296K
RMR Wealth Builders 0.02% No change 1,821 $295K
Cutler Investment Counsel LLC 0.03% Reduce -0.9% 1,819 $294K
Dorsey & Whitney Trust CO LLC 0.02% Add +2.5% 1,812 $293K
Valeo Financial Advisors, LLC 0.01% Add +4.8% 1,796 $291K
Arkos Global Advisors 0.04% No change 1,780 $288K
CX Institutional 0.01% No change 1,778 $288K
CENTRAL TRUST Co 0.01% Reduce -0.3% 1,777 $287K
AMG Asset Management Group, Inc. 0.22% New 1,773 $287K
Ameritas Advisory Services, LLC 0.01% Reduce -5.6% 1,773 $287K
Silver Oak Securities, Incorporated 0.02% Reduce -29.7% 1,749 $283K
Mitchell Capital Management Co. 0.05% No change 1,748 $283K
FAS Wealth Partners, Inc. 0.02% Add +0.1% 1,747 $283K
Mattson Financial Services, LLC 0.07% New 1,745 $282K
Net Worth Advisory Group 0.06% Add +5.1% 1,740 $281K
Farringdon Capital, Ltd. 0.06% New 1,735 $281K
Mission Wealth Management, LP 0.01% Reduce -17.9% 1,726 $279K
111 Capital 0.07% New 1,727 $279K
Valtinson Bruner Financial Planning LLC 0.08% No change 1,721 $278K
Bank Ozk 0.10% Add +1.8% 1,719 $278K
First Affirmative Financial Network 0.11% — 1,704 $276K
Mutual Advisors, LLC 0.01% Reduce -4.3% 1,701 $275K
Family Capital Management, Inc. 0.12% Add +8.3% 1,689 $273K
Brown Financial Advisors 0.10% New 1,680 $272K
Redmond Asset Management, LLC 0.07% No change 1,679 $272K
AE Wealth Management LLC 0.00% Add +6.9% 1,678 $271K
Composition Wealth, LLC 0.00% Add +4.2% 1,666 $270K
U.S. Capital Wealth Advisors, LLC 0.01% Add +1.2% 1,641 $265K
Piedmont Capital Management, LLC 0.18% No change 1,624 $263K
Axis Wealth Partners, LLC 0.14% No change 1,603 $259K
Alerus Financial NA 0.01% No change 1,599 $259K
KCM Investment Advisors LLC 0.01% No change 1,589 $257K
Oppenheimer Asset Management Inc. 0.00% Reduce -0.5% 1,587 $257K
Transamerica Financial Advisors, LLC 0.02% Add +2.3% 1,585 $257K
Stewardship Concepts Financial Services LLC 0.20% Reduce -1.9% 1,583 $256K
Magnetar Financial LLC 0.00% Reduce -93.7% 1,580 $256K
Pines Wealth Management, LLC 0.08% No change 1,579 $255K
Evoke Wealth, LLC 0.00% Add +31.0% 1,573 $255K
Beto Financial Group, LLC 0.15% Reduce -2.0% 1,399 $254K
Guggenheim Capital LLC 0.00% Reduce -25.3% 1,568 $254K
WealthShield Partners, LLC 0.03% No change 1,565 $253K
Iowa State Bank 0.05% No change 1,553 $251K
Tower Wealth Partners, Inc. 0.14% Add +0.1% 1,546 $250K
Rockwood Wealth Management, LLC 0.02% Add +0.3% 1,546 $250K
Elwood & Goetz Wealth Advisory Group, LLC 0.04% Reduce -0.7% 1,544 $250K
Wellington Shields & Co., LLC 0.06% No change 1,526 $247K
Flputnam Investment Management Co. 0.00% Reduce -3.4% 1,522 $246K
AlphaCore Capital LLC 0.01% Reduce -72.4% 1,521 $246K
MassMutual Private Wealth & Trust, FSB 0.01% Add +11.8% 1,517 $245K
Fortis Capital Advisors, LLC 0.03% Add +5.6% 1,511 $244K
Belpointe Asset Management LLC 0.01% Reduce -44.4% 1,511 $244K
Braun-Bostich & Associates Inc. 0.15% Reduce -1.3% 1,502 $243K
Autumn Glory Partners, LLC 0.09% No change 1,500 $243K
Daymark Wealth Partners, LLC 0.01% No change 1,500 $243K
Becker Capital Management Inc. 0.01% No change 1,500 $243K
Strategic Family Wealth Counselors, L.L.C. 0.06% Reduce -0.1% 1,499 $243K
Mawer Investment Management Ltd. 0.00% No change 1,495 $242K
Sunpointe, LLC 0.08% No change 1,494 $242K
Csenge Advisory Group 0.01% Reduce -4.0% 1,485 $240K
Koss-Olinger Consulting, LLC 0.02% No change 1,472 $238K
First Heartland Consultants, Inc. 0.02% Add +0.6% 1,467 $237K
Aigen Investment Management, LP 0.06% New 1,055 $237K
Accel Wealth Management 0.06% No change 1,458 $236K
Caldwell Trust Co 0.02% Add +1.5% 1,457 $236K
Chapin Davis, Inc. 0.05% No change 1,450 $235K
Transcend Capital Advisors, LLC 0.02% No change 1,448 $234K
Westside Investment Management, Inc. 0.04% No change 1,438 $233K
BridgePort Financial Solutions, LLC 0.07% Add +0.8% 1,439 $233K
Avantax Planning Partners, Inc. 0.01% No change 1,436 $232K
SOA Wealth Advisors, LLC. 0.04% No change 1,433 $232K
Lido Advisors, LLC 0.00% Reduce -15.0% 1,432 $232K
Sowell Financial Services LLC 0.01% Add +3.5% 1,432 $232K
Jacobi Capital Management LLC 0.01% Reduce -0.2% 1,432 $232K
Avidian Wealth Enterprises, LLC 0.01% New 1,426 $231K
Wealth Alliance, LLC 0.02% Reduce -17.5% 1,423 $230K
TD Private Client Wealth LLC 0.00% Add +8.8% 1,411 $228K
Busey Bank 0.01% Reduce -29.2% 1,405 $227K
Nwam LLC 0.01% No change 1,403 $227K
Washington Capital Management, Inc. 0.19% No change 1,400 $226K
Smith Chas P & Associates Pa Cpas 0.01% Reduce -11.1% 1,398 $226K
Foundations Investment Advisors, LLC 0.00% New 1,397 $226K
Evolve Private Wealth, LLC 0.01% Add +16.1% 1,395 $226K
Freestone Capital Holdings, LLC 0.01% Reduce -19.9% 1,385 $224K
Iron Gate Global Advisors LLC 0.02% New 1,381 $223K
Rather & Kittrell, Inc. 0.03% Add +6.3% 1,379 $223K
Physicians Financial Services, Inc. 0.06% No change 1,379 $223K
Parsonex Advisory Services, Inc. 0.22% No change 1,378 $223K
Reflection Asset Management 0.14% Add +196.7% 1,243 $221K
Smith Salley Wealth Management 0.01% No change 1,367 $221K
Greenleaf Trust 0.00% No change 1,355 $219K
WealthPlan Investment Management, LLC 0.01% Add +8.9% 1,346 $218K
Stiles Financial Services Inc 0.07% Add +0.4% 1,342 $217K
New Republic Capital, LLC 0.07% Reduce -17.6% 1,334 $216K
Aaron Wealth Advisors LLC 0.01% New 1,328 $215K
Brucke Financial, Inc. 0.11% Reduce -62.0% 1,327 $215K
Keel Point, LLC 0.01% Reduce -10.2% 1,310 $212K
Greenspring Advisors, LLC 0.01% New 1,309 $212K
Bradley Foster & Sargent Inc. 0.00% No change 1,297 $210K
CTC Alternative Strategies, Ltd. 0.48% New 1,300 $210K
Reliant Investment Partners, LLC 0.17% No change 1,295 $210K
TrueWealth Financial Partners 0.08% New 1,291 $209K
Chicago Partners Investment Group LLC 0.00% New 1,183 $209K
Bison Wealth, LLC 0.02% New 1,157 $208K
Lester Murray Antman dba SimplyRich 0.05% No change 1,287 $208K
Southland Equity Partners LLC 0.04% Add +7.7% 1,276 $206K
Carson Advisory Inc. 0.11% Reduce -3.8% 1,273 $206K
Cooper Financial Group 0.02% Reduce -6.2% 1,269 $205K
Echo45 Advisors LLC 0.11% Add +5.0% 1,258 $204K
Rehmann Capital Advisory Group 0.01% Add +5.4% 1,255 $203K
Smith Shellnut Wilson LLC 0.09% No change 1,253 $203K
Seed Wealth Management, Inc. 0.14% No change 1,250 $202K
Rothschild Investment LLC 0.01% No change 1,250 $202K
Dickmeyer Boyce Financial Management, Inc. 0.12% — 1,249 $202K
Nikulski Financial, Inc. 0.05% Reduce -5.0% 1,248 $202K
Capital Asset Advisory Services LLC 0.01% New 1,119 $201K
Sylvest Advisors, LLC 0.11% Reduce -21.0% 1,241 $201K
VestGen Advisors, LLC 0.01% New 1,098 $200K
Sava Infond d.o.o. 0.03% No change 1,200 $194K
Addison Advisors LLC 0.04% Add +0.3% 1,171 $189K
Arax Advisory Partners 0.01% New 1,164 $188K
Ancora Advisors LLC 0.00% Add +15.8% 1,126 $182K
Private Trust Co. NA 0.02% Reduce -4.5% 1,091 $177K
Mascoma Wealth Management LLC 0.04% No change 1,083 $175K
Harbor Investment Advisory, LLC 0.01% Add +3.5% 1,079 $175K
Cary Street Partners Investment Advisory LLC 0.04% Add +6.1% 1,062 $172K
LOM Asset Management Ltd 0.05% No change 730 $164K
Spire Wealth Management 0.01% No change 966 $156K
Larson Financial Group LLC 0.01% Add +1.4% 955 $155K
Bank of New Hampshire 0.03% Add +33.6% 882 $143K
Beacon Financial Strategies CORP 0.08% No change 861 $139K
Rosenberg Matthew Hamilton 0.03% No change 846 $137K
Cassaday & Co Wealth Management LLC 0.00% New 829 $134K
Rowlandmiller & Partners.adv 0.03% No change 807 $131K
Intentional Wealth Strategies, LLC 0.12% — 801 $130K
Bayban 0.11% No change 800 $129K
IFP Advisors, Inc 0.00% Reduce -16.4% 782 $127K
SBI Securities Co., Ltd. 0.00% Add +20.5% 764 $124K
Twin Tree Management, LP 0.03% New 752 $122K
CoreCap Advisors, LLC 0.00% No change 724 $117K
Kozak & Associates, Inc. 0.02% No change 671 $117K
Bruce G. Allen Investments, LLC 0.07% Reduce -11.4% 673 $109K
SHP Wealth Management 0.01% Add +3.0% 648 $105K
AdvisorNet Financial, Inc 0.01% No change 620 $100K
Horizon Financial Services, LLC 0.04% No change 615 $99K
NBT Bank, N.A. 0.01% No change 600 $97K
Heritage Wealth Advisors 0.00% No change 600 $97K
First Horizon Corp. 0.00% Add +6.8% 595 $96K
Triumph Capital Management 0.02% Add +9.4% 594 $96K
UMB Bank, n.a. 0.00% No change 590 $95K
Nisa Investment Advisors, LLC 0.00% Add +7.8% 579 $94K
Sunbelt Securities, Inc. 0.01% Reduce -26.2% 558 $90K
Bullock Wealth Management Group 0.04% No change 536 $88K
Wilmington Savings Fund Society, FSB 0.00% Reduce -2.0% 539 $87K
Strategic Wealth Partners, Ltd. 0.01% No change 518 $84K
Twin Peaks Wealth Advisors, LLC 0.02% New 503 $81K
Avalon Trust Co 0.01% No change 500 $81K
Roxbury Financial LLC 0.06% Add +2.5% 444 $72K
JFS Wealth Advisors, LLC 0.00% No change 442 $72K
Richardson Financial Services Inc. 0.04% Reduce -3.1% 432 $70K
Ogorek Anthony Joseph /NY/ 0.02% No change 425 $68K
Murphy & Mullick Capital Management Corp 0.05% No change 413 $67K
Financial Management Professionals, Inc. 0.01% Reduce -6.4% 409 $66K
Costello Asset Management, INC 0.02% No change 400 $65K
Bayforest Capital Ltd 0.07% New 399 $65K
Anfield Capital Management, LLC 0.02% New 377 $61K
HM Payson & Co. 0.00% No change 376 $61K
Caldwell Sutter Capital, Inc. 0.02% No change 375 $61K
True Wealth Design, LLC 0.02% Add +63.0% 375 $61K
Capital Advisors, Ltd. LLC 0.01% Reduce -10.6% 361 $58K
Southern Michigan Bank & Trust 0.02% — 356 $58K
Blue Bell Private Wealth Management, LLC 0.01% No change 345 $56K
Park Place Capital Corp 0.01% No change 344 $56K
Swiss Re Ltd. 0.34% No change 342 $55K
Bartlett & Co. Wealth Management LLC 0.00% No change 300 $53K
Cornerstone Planning Group LLC 0.01% Add +16.2% 287 $51K
Eastern Bank 0.00% No change 312 $50K
Jackson, Grant Investment Advisers, Inc. 0.02% Add +0.7% 305 $49K
Crews Bank & Trust 0.01% No change 302 $49K
Cullen/Frost Bankers, Inc. 0.00% No change 300 $49K
Essential Partners LLC 0.02% No change 279 $45K
Capital Analysts, LLC 0.00% Add +0.7% 272 $44K
Midwest Capital Advisors, LLC 0.02% No change 250 $40K
Evelyn Partners Investment Management (Europe) Ltd 0.01% No change 250 $40K
Salomon & Ludwin, LLC 0.00% No change 234 $38K
Keating Financial Advisory Services, Inc. 0.01% Reduce -15.4% 226 $37K
Harvest Fund Management Co., Ltd 0.00% Add +46.3% 218 $35K
Paladin Partners, LLC 0.02% No change 209 $34K
Missouri Trust & Investment Co 0.01% Add +0.5% 204 $33K
Toth Financial Advisory Corp. 0.00% No change 200 $32K
Highline Wealth Partners LLC 0.01% Reduce -11.1% 184 $30K
Hollencrest Capital Management 0.00% No change 184 $30K
Maseco LLP 0.00% Add +355.0% 182 $29K
Bare Financial Services, Inc 0.01% Add +50.4% 179 $29K
Key Financial Inc 0.00% Add +63.0% 163 $26K
JNBA Financial Advisors 0.00% No change 160 $26K
Bell Investment Advisors, Inc 0.00% Add +0.7% 154 $25K
SJS Investment Consulting Inc. 0.00% No change 150 $24K
Cornerstone Financial Management LLC 0.02% Add +12.3% 146 $24K
Penserra Capital Management LLC 0.00% Reduce -9.3% 147 $23K
Beacon Investment Advisory Services, Inc. 0.00% New 130 $21K
Fourth Dimension Wealth, LLC 0.01% No change 130 $21K
GAMMA Investing LLC 0.00% No change 126 $20K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 125 $20K
Zions Bancorporation, National Association 0.00% Reduce -16.2% 124 $20K
Sunrise Financial Services, LLC 0.01% No change 118 $19K
Dynamic Wealth Strategies, LLC 0.01% New 108 $17K
Rossby Financial, LCC 0.00% Add +57.6% 104 $17K
Asset Dedication, LLC 0.00% Reduce -24.6% 101 $16K
Tradewinds Capital Management, LLC 0.00% Reduce -33.3% 100 $16K
Plante Moran Financial Advisors, LLC 0.00% Add +5.4% 98 $16K
Signature Equity Partners, LLC 0.01% Reduce -57.4% 95 $15K
Brown, Lisle/Cummings, Inc. 0.00% New 95 $15K
Baillie Gifford & Co. 0.00% New 94 $15K
RMG Wealth Management LLC 0.00% No change 82 $15K
MCF Advisors LLC 0.00% No change 90 $15K
Root Financial Partners, LLC 0.00% Reduce -25.0% 87 $14K
Lodestone Wealth Management LLC 0.01% No change 86 $14K
Princeton Global Asset Management LLC 0.00% No change 80 $13K
Portus Wealth Advisors, LLC 0.01% New 77 $12K
Sound Income Strategies, LLC 0.00% Add +2.7% 75 $12K
Wolff Wiese Magana LLC 0.01% No change 75 $12K
Parkside Financial Bank & Trust 0.00% Add +12.5% 72 $12K
JPL Wealth Management, LLC 0.00% New 71 $11K
Country Trust Bank 0.00% No change 71 $11K
High Note Wealth, LLC 0.00% No change 69 $11K
Crewe Advisors LLC 0.00% No change 68 $11K
Clear Investment Research, LLC 0.02% New 67 $11K
Fairman Group, LLC 0.01% No change 65 $11K
Pacific Center for Financial Services 0.00% No change 60 $10K
Glen Eagle Advisors, LLC 0.00% No change 60 $10K
North Star Investment Management Corp. 0.00% Reduce -10.3% 52 $8K
SouthState Bank Corp 0.00% No change 47 $8K
Atlantic Edge Private Wealth Management, LLC 0.00% New 45 $7K
Truvestments Capital LLC 0.00% New 44 $7K
Covestor Ltd 0.00% New 40 $7K
Park Square Financial Group, LLC 0.05% Reduce -70.3% 43 $7K
Front Row Advisors LLC 0.00% No change 40 $6K
Clean Yield Group 0.00% No change 39 $6K
Financial Network Wealth Advisors LLC 0.01% Add +12.1% 37 $6K
MV Capital Management, Inc. 0.00% Add +164.3% 37 $6K
Western Pacific Wealth Management, LP 0.01% No change 33 $5K
Chilton Capital Management LLC 0.00% New 33 $5K
Frazier Financial Advisors, LLC 0.00% New 30 $5K
Financial Consulate, Inc. 0.00% Add +200.0% 30 $5K
Innovative Asset Advisors Group, LLC 0.00% — 30 $5K
Physician Wealth Advisors, Inc. 0.00% No change 28 $5K
Horizon Investments, LLC 0.00% Add +211.1% 28 $4K
Valued Wealth Advisors LLC 0.00% No change 27 $4K
Private Wealth Asset Management, LLC 0.00% No change 26 $4K
Nova Wealth Management, Inc. 0.00% New 25 $4K
Global Wealth Strategies & Associates 0.00% No change 25 $4K
Dogwood Wealth Management LLC 0.00% Add +475.0% 23 $4K
LRI Investments, LLC 0.00% No change 22 $4K
Decker Retirement Planning Inc. 0.00% New 21 $3K
Hilton Head Capital Partners, LLC 0.00% No change 20 $3K
Raffa Wealth Management, LLC 0.00% No change 20 $3K
Bangor Savings Bank 0.00% No change 20 $3K
True Link Financial Advisors, LLC 0.00% New 19 $3K
Godfrey Financial Associates, Inc. 0.00% No change 18 $3K
Stone House Investment Management, LLC 0.00% Add +25.0% 15 $2K
Rachor Investment Advisory Services, LLC 0.00% No change 14 $2K
Vanguard National Trust Co 0.00% — 14 $2K
Kilter Group LLC 0.00% Add +140.0% 12 $2K
Caitong International Asset Management Co., Ltd 0.00% Reduce -98.4% 12 $2K
Silicon Valley Capital Partners 0.00% New 10 $2K
Ascentis Independent Advisors 0.00% New 10 $2K
Quaker Wealth Management, LLC 0.00% Reduce -75.9% 7 $1K
Caitlin John, LLC 0.00% No change 7 $1K
Trust Co 0.00% No change 7 $1K
Dunhill Financial, LLC 0.00% No change 4 $651
Nvest Wealth Strategies, Inc. 0.00% New 4 $648
Millstone Evans Group, LLC 0.00% No change 3 $485
Fulcrum Asset Management LLP 0.00% Reduce -100.0% 3 $485
Walsh & Associates, LLC 0.00% New 2 $324
Optiver Holding B.V. 0.00% New 2 $324

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