Royal Bank of CanadaRY
13F holders, Q2 2026 (June 30)990holders +41
110new positions
69sold out
5famous investors
$210.18avg. 13F price*
At the end of Q2 2026, 990 institutions reported holding Royal Bank of Canada (RY) in their 13F filings, up 41 from Q1 2026. 110 opened new positions and 69 sold out. The largest holders were Royal Bank of Canada ($14.5B), Bank of Montreal ($12.5B) and Vanguard Capital Management LLC ($8.8B). 5 famous investors held it, including Ken Fisher (0.4% of Fisher Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Royal Bank of Canada
- CUSIP
- 780087102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 110 | $246.8M |
| Exits | 69 | $745.6M |
All 13F filers, Q1 2026 → Q2 2026: 26,368,486 shares bought and 35,306,848 shares sold, net −8,938,362 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 990 holders
| Royal Bank of Canada | 2.46% | Reduce -1.5% | 70,220,631 | $14.5B |
| Bank of Montreal | 4.60% | Reduce -2.6% | 60,568,915 | $12.5B |
| Vanguard Capital Management LLC | 0.19% | Add +1.1% | 42,678,029 | $8.8B |
| Mackenzie Financial Corp. | 5.48% | Reduce -4.3% | 18,640,712 | $5.5B |
| FIL Ltd | 3.49% | Add +6.2% | 23,490,517 | $4.9B |
| TD Asset Management Inc | 4.12% | Reduce -24.5% | 22,965,684 | $4.8B |
| Norges Bank | 0.41% | — | 19,905,354 | $4.1B |
| Cibc World Market Inc. | 6.37% | Reduce -8.1% | 18,303,156 | $3.8B |
| FMR LLC | 0.16% | Add +28.0% | 17,803,517 | $3.7B |
| 1832 Asset Management L.P. | 4.32% | Add +3.2% | 17,036,711 | $3.5B |
| Geode Capital Management, LLC | 0.18% | Add +11.8% | 16,045,736 | $3.4B |
| National Bank of Canada | 2.96% | Add +1.1% | 16,356,045 | $3.4B |
| Federation des caisses Desjardins du Quebec | 8.31% | Reduce -2.8% | 13,071,369 | $2.7B |
| Vanguard Fiduciary Trust Co. | 0.57% | Add +0.7% | 12,398,792 | $2.6B |
| Bank of Nova Scotia | 3.92% | Reduce -3.5% | 12,311,637 | $2.5B |
| TD Waterhouse Canada Inc. | 6.39% | Reduce -2.0% | 11,636,208 | $2.4B |
| Manufacturers Life Insurance Company, The | 1.81% | Reduce -8.4% | 11,113,364 | $2.3B |
| Canada Pension Plan Investment Board | 1.26% | Add +10.4% | 11,001,378 | $2.3B |
| Connor, Clark & Lunn Investment Management Ltd. | 4.28% | Add +0.9% | 10,928,916 | $2.3B |
| Vanguard Global Advisers, LLC | 1.04% | Add +9.1% | 10,742,367 | $2.2B |
| CIBC Asset Management Inc | 4.64% | Reduce -2.5% | 10,212,043 | $2.1B |
| Scotia Capital Inc. | 6.57% | Reduce -4.3% | 8,511,247 | $1.8B |
| Legal & General Group Plc | 0.34% | Reduce -8.0% | 7,950,572 | $1.6B |
| Toronto Dominion Bank | 2.74% | Reduce -30.3% | 7,900,458 | $1.6B |
| Fisher Asset Management | 0.44% | Add +5.2% | 7,062,353 | $1.5B |
| JPMorgan Chase & Co. | 0.08% | Add +0.1% | 6,855,539 | $1.4B |
| Goldman Sachs Group Inc. | 0.11% | Add +12.7% | 5,266,010 | $1.1B |
| Morgan Stanley | 0.04% | Reduce -23.2% | 3,985,000 | $824.8M |
| Charles Schwab Investment Management Inc. | 0.11% | Add +3.4% | 3,938,658 | $815.3M |
| Fiera Capital Corp | 2.90% | Reduce -8.2% | 3,872,821 | $800.5M |
| Baillie Gifford & Co. | 0.67% | Add +3803766.0% | 3,575,634 | $740.2M |
| Picton Mahoney Asset Management | 6.32% | Add +24.9% | 3,315,100 | $684.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.44% | Add +11.6% | 3,154,398 | $653.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.91% | Reduce -17.7% | 3,073,436 | $635.8M |
| Public Sector Pension Investment Board | 1.64% | Add +26.1% | 3,021,927 | $625.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 3.69% | Add +18.0% | 2,844,107 | $588.3M |
| Massachusetts Financial Services Co. | 0.18% | Reduce -7.3% | 2,000,754 | $577.1M |
| Dimensional Fund Advisors LP | 0.10% | Add +1.4% | 2,611,521 | $540.5M |
| Deutsche Bank AG | 0.16% | Add +8.0% | 2,609,254 | $540.0M |
| Amundi | 0.13% | Reduce -7.9% | 2,586,842 | $535.5M |
| Wellington Management Group LLP | 0.09% | Reduce -3.5% | 2,553,618 | $528.6M |
| Agf Management Ltd. | 2.04% | Reduce -8.5% | 2,228,739 | $522.8M |
| Beutel, Goodman & Co Ltd. | 3.32% | Reduce -39.5% | 2,180,246 | $451.3M |
| OMERS ADMINISTRATION Corp | 2.58% | Add +205.3% | 2,080,487 | $430.7M |
| Franklin Resources Inc. | 0.09% | Reduce -17.0% | 1,994,581 | $412.6M |
| Mufg Securities (canada), LTD. | 11.02% | Reduce -4.6% | 1,977,134 | $408.8M |
| Acadian Asset Management LLC | 0.48% | Add +111.1% | 1,958,488 | $405.4M |
| Caisse de depot et placement du Quebec | 0.51% | Reduce -5.8% | 1,740,913 | $360.4M |
| Invesco Ltd. | 0.03% | Reduce -44.0% | 1,600,890 | $331.3M |
| Guardian Capital LP | 8.04% | Reduce -6.5% | 1,596,304 | $330.4M |
| Assenagon Asset Management S.A. | 0.43% | Add +3329.9% | 1,589,605 | $329.0M |
| Alberta Investment Management Corp | 2.08% | Reduce -28.9% | 1,565,659 | $323.9M |
| BlackRock, Inc. | 0.00% | Add +1.2% | 1,467,611 | $303.8M |
| Bank of New York Mellon Corp | 0.05% | Add +6.9% | 1,358,029 | $281.1M |
| Letko, Brosseau & Associates Inc. | 4.15% | Reduce -4.7% | 1,356,164 | $280.7M |
| UBS Group AG | 0.04% | Add +24.2% | 1,279,914 | $264.9M |
| Aviva PLC | 0.39% | Add +4.2% | 1,266,537 | $261.8M |
| Clearbridge Investments, LLC | 0.22% | Reduce -8.5% | 1,262,862 | $259.8M |
| Northern Trust Corp. | 0.03% | Add +0.9% | 1,218,010 | $252.1M |
| Bank of America Corp. | 0.02% | Reduce -41.3% | 1,213,945 | $251.3M |
| Russell Investments Group, Ltd. | 0.21% | Add +13.5% | 1,163,553 | $239.9M |
| Addenda Capital Inc. | 5.99% | Add +0.7% | 750,840 | $220.5M |
| AQR Capital Management | 0.08% | Add +51.8% | 1,042,402 | $215.5M |
| APG Asset Management N.V. | 0.52% | Add +35.1% | 1,174,215 | $212.6M |
| Nuveen, LLC | 0.05% | Add +1.7% | 1,015,807 | $210.3M |
| Hillsdale Investment Management Inc. | 4.74% | Reduce -5.7% | 1,005,143 | $207.9M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 14.83% | Reduce -4.2% | 997,064 | $206.3M |
| Cardinal Capital Management, Inc. | 4.46% | Reduce -0.4% | 892,539 | $184.5M |
| Dixon Mitchell Investment Counsel Inc. | 5.80% | Add +6.0% | 861,023 | $178.3M |
| Korea Investment CORP | 0.33% | Reduce -10.8% | 847,778 | $175.5M |
| Two Sigma Investments, LP | 0.13% | Add +12.0% | 819,618 | $169.6M |
| State of Tennessee, Department of Treasury | 0.49% | Reduce -0.2% | 796,805 | $164.9M |
| Regions Financial Corp. | 0.98% | Add +0.0% | 792,301 | $164.0M |
| Alliancebernstein L.P. | 0.05% | Reduce -0.9% | 1,007,025 | $162.9M |
| BCV Asset Management Inc. | 4.83% | Reduce -1.8% | 780,250 | $160.0M |
| CANADA LIFE ASSURANCE Co | 0.24% | Reduce -3.7% | 742,204 | $153.0M |
| DekaBank Deutsche Girozentrale | 0.25% | No change | 945,161 | $148.5M |
| Vanguard Investments Australia, Ltd. | 0.37% | Add +2.1% | 711,236 | $147.3M |
| Ameriprise Financial Inc. | 0.03% | Reduce -5.2% | 689,445 | $146.9M |
| Jane Street Group, LLC | 0.09% | Add +877.4% | 700,239 | $144.9M |
| Canoe Financial LP | 1.79% | Add +0.8% | 698,838 | $144.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.27% | Add +8.0% | 684,623 | $141.7M |
| Pictet Asset Management Holding SA | 0.12% | Reduce -0.2% | 627,569 | $129.9M |
| UniSuper Management Pty Ltd | 0.67% | Add +12.7% | 441,779 | $129.7M |
| Bank of Nova Scotia Trust Co. | 9.75% | Reduce -7.4% | 568,025 | $117.6M |
| AustralianSuper Pty Ltd | 0.50% | Add +233.9% | 561,737 | $116.2M |
| Intact Investment Management Inc. | 3.24% | Reduce -49.9% | 550,736 | $114.0M |
| American Century Companies Inc. | 0.05% | Add +19.2% | 546,598 | $113.2M |
| Raymond James Financial Inc. | 0.03% | Add +2.5% | 535,193 | $110.8M |
| Cidel Asset Management Inc. | 5.19% | Reduce -5.8% | 521,130 | $107.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.10% | Reduce -22.0% | 488,695 | $101.0M |
| Capital World Investors | 0.01% | Reduce -30.7% | 481,466 | $99.7M |
| Lazard Asset Management LLC | 0.15% | Add +35.7% | 469,423 | $97.1M |
| Northwest & Ethical Investments L.P. | 2.24% | Reduce -6.1% | 464,627 | $96.0M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 9.21% | Reduce -21.6% | 319,503 | $93.8M |
| State of Wisconsin Investment Board | 0.18% | Reduce -0.4% | 440,281 | $91.1M |
| Clark Capital Management Group, Inc. | 0.49% | Add +1.5% | 432,858 | $89.6M |
| Guardian Partners Inc. | 7.81% | Reduce -17.0% | 418,144 | $86.6M |
| Rockefeller Capital Management L.P. | 0.13% | Add +1.5% | 410,231 | $84.9M |
| Mn Services Vermogensbeheer B.V. | 0.63% | Add +26.4% | 407,277 | $84.3M |
| Purpose Unlimited Inc. | 3.11% | Add +3.0% | 389,704 | $80.8M |
| Citigroup Inc. | 0.04% | Reduce -13.0% | 389,758 | $80.7M |
| Cumberland Partners Ltd | 5.17% | Add +7.0% | 386,426 | $79.9M |
| Barclays PLC | 0.02% | Add +76.7% | 369,986 | $76.6M |
| Neuberger Berman Group LLC | 0.05% | Add +6.9% | 364,198 | $75.4M |
| Arrowstreet Capital, Limited Partnership | 0.03% | New | 353,303 | $73.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -4.8% | 352,382 | $72.9M |
| Rathbones Group PLC | 0.27% | Add +3.1% | 350,359 | $72.5M |
| Millennium Management | 0.05% | Reduce -41.8% | 343,264 | $71.0M |
| Allianz Asset Management GmbH | 0.07% | Add +33.8% | 339,491 | $70.3M |
| Qube Research & Technologies Ltd | 0.08% | Reduce -28.8% | 336,322 | $69.6M |
| J. Safra Sarasin Holding AG | 0.99% | Reduce -1.5% | 414,297 | $68.9M |
| QV Investors Inc. | 5.20% | Reduce -20.8% | 326,549 | $67.6M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.29% | Reduce -3.2% | 317,857 | $65.8M |
| Creative Planning | 0.04% | Add +6.9% | 316,346 | $65.5M |
| SEB Asset Management AB | 0.24% | Add +44.8% | 309,919 | $64.2M |
| Public Employees Retirement System of Ohio | 0.18% | Add +5.7% | 302,664 | $62.6M |
| Zurich Insurance Group Ltd | 0.42% | Reduce -1.8% | 290,572 | $60.1M |
| Nykredit A/S | 0.22% | — | 276,247 | $57.2M |
| First Trust Advisors LP | 0.03% | Reduce -18.1% | 271,125 | $56.1M |
| Investment Management Corp of Ontario | 0.69% | Add +0.3% | 261,504 | $54.1M |
| Triasima Portfolio Management inc. | 7.13% | Add +0.8% | 255,069 | $52.8M |
| Montrusco Bolton Investments Inc. | 0.81% | Reduce -9.1% | 252,983 | $52.4M |
| Intech Investment Management LLC | 0.48% | Add +15.3% | 251,999 | $52.2M |
| Varma Mutual Pension Insurance Co | 0.27% | Add +2.0% | 245,329 | $50.8M |
| Aviso Financial Inc. | 1.74% | Reduce -12.8% | 241,259 | $49.9M |
| Renaissance Technologies | 0.07% | New | 237,994 | $49.3M |
| Candriam S.C.A. | 0.22% | Add +2.2% | 237,373 | $49.1M |
| Value Partners Investments Inc. | 3.30% | Reduce -29.5% | 228,376 | $47.2M |
| Harvest Portfolios Group Inc. | 0.66% | Add +8.0% | 227,429 | $47.1M |
| Main Street Research LLC | 2.22% | Add +2.0% | 227,136 | $47.0M |
| Wells Fargo & Company | 0.01% | Add +4.1% | 226,811 | $46.9M |
| USS Investment Management Ltd | 0.18% | Reduce -1.8% | 224,774 | $46.4M |
| Woodbridge Co Ltd | 0.18% | No change | 222,615 | $46.1M |
| Van Lanschot Kempen Investment Management N.V. | 0.34% | Add +0.2% | 152,441 | $44.1M |
| Andra AP-fonden | 0.50% | Reduce -4.9% | 149,377 | $43.9M |
| Swiss Life Asset Management Ltd | 0.17% | Add +30.7% | 196,014 | $40.5M |
| Coleford Investment Management Ltd. | 8.71% | Reduce -3.5% | 193,278 | $39.9M |
| Cardinal Point Capital Management ULC | 2.26% | Reduce -1.9% | 192,782 | $39.8M |
| Man Group plc | 0.07% | Reduce -2.6% | 186,560 | $38.6M |
| Focus Partners Wealth | 0.04% | Reduce -6.7% | 184,927 | $38.3M |
| Americana Partners, LLC | 0.84% | Reduce -0.2% | 179,636 | $37.2M |
| Quantinno Capital Management LP | 0.04% | Add +17.3% | 173,716 | $36.0M |
| Kepler Cheuvreux (Suisse) SA | 2.06% | Reduce -31.3% | 122,383 | $35.9M |
| Godsey & Gibb, Inc. | 2.90% | Reduce -6.1% | 170,820 | $35.4M |
| Royal London Asset Management Ltd. | 0.07% | Reduce -3.4% | 170,799 | $35.4M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.28% | Add +14.1% | 162,096 | $33.6M |
| Maryland State Retirement & Pension System | 0.57% | Add +1.1% | 160,116 | $33.1M |
| LPL Financial LLC | 0.01% | Reduce -5.9% | 159,886 | $33.1M |
| Susquehanna Fundamental Investments, LLC | 0.62% | Add +20.8% | 158,300 | $32.8M |
| Triglav Investments, D.O.O. | 1.70% | New | 109,880 | $32.3M |
| Genus Capital Management Inc. | 3.17% | Add +4.9% | 155,728 | $32.2M |
| Delaney Capital Management Ltd. | 5.06% | Reduce -1.9% | 154,799 | $32.0M |
| Rempart Asset Management Inc. | 6.50% | Reduce -9.5% | 153,505 | $31.7M |
| O'shaughnessy Asset Management, LLC | 0.14% | Add +10.0% | 149,993 | $31.0M |
| Danica Pension, Livsforsikringsaktieselskab | 0.48% | Add +6.1% | 103,028 | $30.3M |
| Ninepoint Partners LP | 2.65% | Add +42.1% | 143,827 | $29.8M |
| Natixis Advisors, LLC | 0.03% | Add +5.5% | 140,891 | $29.2M |
| Utah Retirement Systems | 0.27% | Reduce -8.9% | 139,585 | $28.9M |
| Avanza Fonder AB | 0.62% | Add +4.1% | 97,300 | $28.6M |
| LGT Group Foundation | 0.32% | Add +742.8% | 135,667 | $28.1M |
| Lorne Steinberg Wealth Management Inc. | 5.64% | Add +1.6% | 132,522 | $27.4M |
| D. E. Shaw & Co. | 0.02% | Add +241.8% | 129,900 | $26.9M |
| Claret Asset Management Corp | 2.80% | Reduce -0.7% | 124,178 | $25.7M |
| Jupiter Topco LLC | 0.01% | — | 118,421 | $24.5M |
| Susquehanna International Group, LLP | 0.02% | New | 113,597 | $23.5M |
| K.J. Harrison & Partners Inc | 3.33% | Reduce -10.1% | 112,905 | $23.3M |
| Credit Agricole S A | 0.06% | Add +6.0% | 109,445 | $22.7M |
| HSBC Holdings PLC | 0.01% | Reduce -9.0% | 108,887 | $22.5M |
| Gulf International Bank (UK) Ltd | 0.43% | Reduce -1.6% | 106,193 | $22.0M |
| American Assets Investment Management, LLC | 1.30% | No change | 103,500 | $21.4M |
| Thrivent Financial for Lutherans | 0.04% | Add +7.1% | 102,588 | $21.2M |
| BNP Paribas Financial Markets | 0.01% | Add +9.2% | 100,305 | $20.8M |
| Captrust Financial Advisors | 0.03% | Reduce -6.4% | 97,958 | $20.3M |
| Bragg Financial Advisors, Inc | 0.54% | Reduce -0.9% | 97,623 | $20.2M |
| Vontobel Holding Ltd. | 0.07% | Reduce -61.7% | 95,330 | $19.7M |
| Truist Financial Corp. | 0.02% | Reduce -3.2% | 86,666 | $17.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.05% | Reduce -0.4% | 86,396 | $17.9M |
| HighTower Advisors, LLC | 0.02% | Reduce -2.3% | 86,128 | $17.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +3.6% | 85,324 | $17.7M |
| Generali Asset Management SPA SGR | 0.31% | Reduce -6.6% | 59,265 | $17.4M |
| Palisade Asset Management, LLC | 1.58% | Reduce -1.8% | 82,638 | $17.1M |
| Cetera Investment Advisers | 0.02% | Add +6.0% | 82,072 | $17.0M |
| PCJ Investment Counsel Ltd. | 4.82% | Reduce -3.3% | 81,100 | $16.8M |
| Polar Capital Holdings Plc | 0.05% | Reduce -8.4% | 89,498 | $16.5M |
| Waratah Capital Advisors Ltd. | 1.26% | Reduce -4.5% | 79,399 | $16.4M |
| Ravenstone Capital Management Inc. | 6.44% | Add +2.5% | 76,182 | $15.7M |
| Janney Montgomery Scott LLC | 0.03% | Add +1.3% | 75,613 | $15.7M |
| Canerector Inc. | 7.07% | No change | 75,000 | $15.5M |
| Heathbridge Capital Management Ltd. | 5.27% | Reduce -9.7% | 74,500 | $15.4M |
| Brown Advisory Inc. | 0.02% | Add +0.3% | 74,069 | $15.3M |
| Mariner, LLC | 0.02% | Reduce -2.9% | 73,618 | $15.2M |
| US Bancorp \de | 0.02% | Reduce -12.2% | 70,461 | $14.6M |
| Indivisible Partners | 0.81% | Add +59.6% | 68,809 | $14.2M |
| Natixis | 0.07% | Add +13.2% | 67,875 | $14.0M |
| Diversified Trust Co. | 0.22% | Reduce -18.6% | 67,174 | $13.9M |
| Altrius Capital Management Inc | 2.61% | Add +7.0% | 66,441 | $13.8M |
| Capital Fund Management S.A. | 0.10% | Reduce -2.9% | 66,119 | $13.7M |
| JCIC Asset Management Inc. | 4.15% | No change | 83,888 | $13.5M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -30.1% | 61,168 | $12.7M |
| Barometer Capital Management Inc. | 3.37% | New | 41,580 | $12.1M |
| Lombard Odier Asset Management (Switzerland) SA | 0.39% | Reduce -6.3% | 58,582 | $12.1M |
| Baskin Financial Services Inc. | 0.95% | Reduce -3.5% | 58,458 | $12.1M |
| Vanguard Personalized Indexing Management, LLC | 0.10% | Add +11.9% | 58,402 | $12.1M |
| Pinnacle Associates Ltd. | 0.13% | Reduce -2.4% | 57,530 | $11.9M |
| Cerity Partners LLC | 0.01% | Reduce -0.1% | 56,597 | $11.7M |
| Summerhill Capital Management lnc. | 9.17% | Reduce -2.8% | 55,590 | $11.5M |
| Live Oak Private Wealth LLC | 1.42% | Add +1.7% | 54,783 | $11.3M |
| Mediolanum International Funds Ltd | 0.10% | Add +13.2% | 55,215 | $11.3M |
| Merit Financial Group, LLC | 0.07% | Reduce -0.8% | 54,093 | $11.2M |
| Bessemer Group Inc. | 0.01% | Add +0.5% | 51,319 | $10.6M |
| Worldquant Millennium Advisors LLC | 0.04% | Reduce -21.2% | 51,182 | $10.6M |
| Ensign Peak Advisors, Inc | 0.02% | No change | 49,081 | $10.2M |
| Plato Investment Management Ltd | 0.56% | Reduce -2.5% | 47,573 | $9.8M |
| Gold Investment Management Ltd. | 2.65% | Reduce -0.5% | 47,242 | $9.8M |
| M&T Bank Corp | 0.03% | Reduce -1.3% | 47,107 | $9.8M |
| Osmosis Investment Management UK Ltd | 0.45% | Reduce -47.5% | 46,772 | $9.7M |
| Logan Capital Management Inc. | 0.34% | — | 44,578 | $9.2M |
| Fideuram Asset Management (Ireland) dac | 0.18% | Reduce -21.1% | 34,660 | $9.2M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -4.3% | 42,869 | $8.9M |
| Pathstone Holdings, LLC | 0.03% | Reduce -0.2% | 42,847 | $8.9M |
| Viewpoint Investment Partners Corp. | 3.03% | Reduce -0.0% | 42,548 | $8.8M |
| Osaic Holdings, Inc. | 0.01% | Add +29.9% | 42,172 | $8.7M |
| Quadrant Capital Group LLC | 0.24% | Add +0.1% | 41,603 | $8.6M |
| Burkett Asset Management Ltd | 8.04% | Reduce -5.0% | 41,598 | $8.6M |
| Laird Norton Wetherby Trust Company, LLC | 0.16% | Reduce -1.6% | 40,824 | $8.4M |
| Cardinal Capital Management | 0.99% | Reduce -0.4% | 39,630 | $8.2M |
| NewEdge Advisors, LLC | 0.02% | Add +4.1% | 39,449 | $8.2M |
| Ritholtz Wealth Management | 0.12% | Add +2.4% | 38,756 | $8.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +5.1% | 38,547 | $8.0M |
| ASR Vermogensbeheer N.V. | 0.08% | Reduce -0.7% | 38,096 | $7.9M |
| Van Eck Associates Corp. | 0.00% | Add +1.0% | 37,911 | $7.8M |
| CenterBook Partners LP | 0.38% | Reduce -22.6% | 37,296 | $7.7M |
| Evelyn Partners Group Ltd | 0.13% | — | 36,568 | $7.6M |
| Counterweight Ventures, LLC | 3.71% | Add +2.1% | 35,957 | $7.4M |
| one8zero8, LLC | 1.45% | Add +0.0% | 35,394 | $7.3M |
| Pacifica Partners Inc. | 2.21% | Reduce -4.2% | 35,796 | $7.3M |
| Arkadios Wealth Advisors | 0.11% | Reduce -16.4% | 35,130 | $7.3M |
| Hennessy Advisors Inc. | 0.23% | Reduce -1.7% | 35,000 | $7.2M |
| Tacita Capital Inc | 3.93% | Reduce -0.1% | 34,999 | $7.2M |
| Aristotle Capital Management, LLC | 0.01% | No change | 34,487 | $7.1M |
| LGT Fund Management Co Ltd. | 0.30% | New | 34,394 | $7.1M |
| Crossmark Global Holdings, Inc. | 0.09% | Reduce -16.2% | 33,962 | $7.0M |
| Lighthouse Investment Partners, LLC | 0.22% | New | 33,678 | $7.0M |
| &partners | 0.03% | Add +1.6% | 33,510 | $6.9M |
| Signaturefd, LLC | 0.09% | Add +8.6% | 33,428 | $6.9M |
| Quilter Plc | 0.10% | Reduce -0.3% | 23,466 | $6.9M |
| First National Bank of Omaha | 0.19% | Reduce -31.4% | 33,406 | $6.8M |
| Metis Global Partners, LLC | 0.15% | Reduce -36.1% | 32,281 | $6.7M |
| Gradient Investments LLC | 0.09% | Add +3.9% | 32,151 | $6.7M |
| Vise Technologies, Inc. | 0.08% | Add +9.0% | 32,102 | $6.6M |
| ARGA Investment Management, LP | 0.17% | No change | 31,843 | $6.6M |
| Twin Tree Management, LP | 1.03% | Add +4134.3% | 31,842 | $6.6M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +7.8% | 30,797 | $6.4M |
| Ewing Morris & Co. Investment Partners Ltd. | 3.24% | Reduce -14.9% | 29,932 | $6.2M |
| Corient Private Wealth LP | 0.01% | Reduce -9.1% | 29,870 | $6.2M |
| Turn8 Private Wealth Inc. | 4.12% | Reduce -4.8% | 29,879 | $6.2M |
| Aspiriant, LLC | 0.15% | Add +3.3% | 29,286 | $6.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.7% | 29,139 | $6.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.7% | 28,086 | $5.8M |
| J.W. Cole Advisors, Inc. | 0.10% | New | 27,854 | $5.8M |
| Trust Co of the South | 0.78% | Reduce -0.1% | 26,847 | $5.6M |
| Aspen Grove Capital, LLC | 0.79% | Reduce -0.1% | 26,479 | $5.5M |
| Shikiar Asset Management Inc. | 1.51% | No change | 26,290 | $5.4M |
| Te Ahumairangi Investment Management Ltd | 0.87% | Reduce -10.4% | 26,130 | $5.4M |
| Louisbourg Investments Inc. | 0.98% | Reduce -2.0% | 25,705 | $5.3M |
| MidFirst Bank | 0.38% | Add +0.3% | 25,599 | $5.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +4.2% | 25,465 | $5.3M |
| Cigna Investments Inc. | 0.68% | Add +1.7% | 25,240 | $5.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.26% | Add +0.1% | 25,048 | $5.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 24,997 | $5.2M |
| Ethic Inc. | 0.06% | Add +93.0% | 24,969 | $5.2M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -1.4% | 23,858 | $4.9M |
| Davis Investment Partners, LLC | 1.48% | Reduce -0.2% | 23,475 | $4.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -29.2% | 23,181 | $4.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.0% | 22,619 | $4.8M |
| Compound Planning, Inc. | 0.12% | Add +4.6% | 22,798 | $4.7M |
| RNC Capital Management LLC | 0.19% | No change | 22,562 | $4.7M |
| Advisortrust Partners, LLC | 1.58% | Add +283.3% | 22,270 | $4.6M |
| Cary Street Partners Financial LLC | 0.10% | Add +0.2% | 21,886 | $4.5M |
| Federated Hermes, Inc. | 0.01% | Reduce -50.0% | 21,798 | $4.5M |
| IMC-Chicago, LLC | 0.04% | Add +134.0% | 21,785 | $4.5M |
| CFM Wealth Partners LLC | 0.57% | No change | 21,401 | $4.4M |
| MML Investors Services, LLC | 0.01% | Add +10.0% | 21,320 | $4.4M |
| Capital Investment Advisory Services, LLC | 0.27% | Reduce -0.1% | 20,987 | $4.3M |
| Tower Research Capital LLC (TRC) | 0.11% | Reduce -3.1% | 20,930 | $4.3M |
| Whitener Capital Management, Inc. | 0.92% | Reduce -1.3% | 20,899 | $4.3M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +7.1% | 20,866 | $4.3M |
| Mirabaud Asset Management Ltd | 3.56% | New | 20,921 | $4.3M |
| Alkeme Wealth, LLC | 1.59% | Reduce -6.8% | 20,078 | $4.2M |
| Prudential PLC | 0.03% | Add +87.6% | 20,071 | $4.2M |
| DKRT Investments Corp. | 1.01% | No change | 20,000 | $4.1M |
| Ieq Capital, LLC | 0.02% | Add +0.7% | 19,915 | $4.1M |
| Bogart Wealth, LLC | 0.14% | No change | 19,734 | $4.1M |
| Old Port Advisors | 0.78% | Reduce -0.2% | 19,191 | $4.0M |
| Cannell & Spears LLC | 0.07% | Reduce -1.2% | 19,150 | $4.0M |
| Curi Capital, LLC | 0.06% | Add +2.5% | 19,105 | $4.0M |
| Entropy Technologies, LP | 0.16% | Reduce -44.8% | 18,949 | $3.9M |
| Lord, Abbett & Co. LLC | 0.01% | New | 18,712 | $3.9M |
| CIBC Bancorp USA Inc. | 0.00% | Add +50.1% | 16,430 | $3.8M |
| Pinnacle Financial Partners, Inc. | 0.03% | Reduce -0.1% | 17,708 | $3.7M |
| Park Avenue Securities LLC | 0.02% | Add +0.3% | 17,649 | $3.7M |
| Savant Capital, LLC | 0.01% | Add +86.9% | 19,807 | $3.6M |
| Midwest Professional Planners, LTD. | 0.71% | Add +6.8% | 17,384 | $3.6M |
| Blair William & Co. | 0.01% | Reduce -0.5% | 17,360 | $3.6M |
| Muirfield Wealth Advisors LLC | 2.34% | Add +0.5% | 17,336 | $3.6M |
| Andrew Hill Investment Advisors, Inc. | 2.67% | New | 17,291 | $3.6M |
| Clearstead Advisors, LLC | 0.03% | Add +17.4% | 16,986 | $3.5M |
| Parallax Volatility Advisers, L.P. | 0.16% | Add +60.7% | 16,702 | $3.5M |
| Fairfield, Bush & Co. | 1.69% | Reduce -0.9% | 16,620 | $3.4M |
| Metatron Capital SICAV plc - Metatron Long Term Equity Fund | 1.66% | — | 16,400 | $3.4M |
| Verum Partners LLC | 0.51% | Add +0.0% | 16,329 | $3.4M |
| Applied Capital LLC | 2.24% | No change | 16,214 | $3.4M |
| Sanctuary Advisors, LLC | 0.02% | Add +9.4% | 16,109 | $3.3M |
| AMG National Trust Bank | 0.07% | Reduce -18.4% | 16,101 | $3.3M |
| Pathway Financial Advisers, LLC | 0.84% | Add +2.1% | 16,085 | $3.3M |
| Franklin Street Advisors Inc. | 0.18% | Reduce -0.1% | 15,897 | $3.3M |
| Columbus Macro, LLC | 0.32% | Reduce -2.7% | 15,750 | $3.3M |
| Stifel Financial Corp. | 0.00% | Reduce -1.8% | 15,545 | $3.2M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -4.2% | 15,278 | $3.2M |
| Caprock Group, LLC | 0.06% | Add +10.1% | 15,187 | $3.1M |
| Sumitomo Life Insurance Co. | 0.05% | Reduce -5.5% | 14,674 | $3.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Reduce -5.5% | 14,674 | $3.0M |
| Jones Financial Companies LLLP | 0.00% | Reduce -13.9% | 14,912 | $3.0M |
| M. Kulyk & Associates, LLC | 0.48% | Reduce -17.9% | 14,266 | $3.0M |
| Great Lakes Retirement, Inc. | 0.26% | Add +6.1% | 14,242 | $2.9M |
| Commerce Bank | 0.01% | Reduce -2.0% | 13,413 | $2.8M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +1.4% | 13,332 | $2.8M |
| Sterling Capital Management LLC | 0.05% | Reduce -4.6% | 13,298 | $2.8M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -46.5% | 13,248 | $2.7M |
| Baird Financial Group, Inc. | 0.00% | Add +14.4% | 13,121 | $2.7M |
| Ativo Capital Management LLC | 2.07% | Reduce -0.1% | 13,041 | $2.7M |
| Waverly Advisors, LLC | 0.02% | Reduce -8.6% | 12,946 | $2.7M |
| Pembroke Management, LTD | 0.34% | Reduce -3.2% | 12,838 | $2.7M |
| Boston Trust Walden Corp | 0.02% | Reduce -14.4% | 12,777 | $2.6M |
| Quantbot Technologies LP | 0.10% | Reduce -35.4% | 12,665 | $2.6M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +2.9% | 12,609 | $2.6M |
| Qtron Investments LLC | 0.35% | Reduce -33.2% | 12,544 | $2.6M |
| Bridgeway Capital Management, LLC | 0.05% | No change | 12,400 | $2.6M |
| Evergreen Capital Management LLC | 0.04% | Reduce -0.2% | 12,342 | $2.6M |
| Frank, Rimerman Advisors LLC | 0.14% | Add +0.1% | 12,118 | $2.5M |
| Mayfair Advisory Group, LLC | 0.74% | No change | 11,802 | $2.5M |
| Aprio Wealth Management, LLC | 0.12% | Add +4.1% | 11,844 | $2.5M |
| QRG Capital Management, Inc. | 0.02% | Add +2.3% | 11,823 | $2.4M |
| Aull & Monroe Investment Management Corp | 1.02% | Reduce -1.0% | 11,779 | $2.4M |
| Syon Capital LLC | 0.11% | Add +2.4% | 11,763 | $2.4M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.11% | No change | 11,578 | $2.4M |
| Algert Global LLC | 0.03% | Reduce -48.1% | 11,431 | $2.4M |
| Vident Advisory, LLC | 0.02% | Add +2.2% | 11,344 | $2.3M |
| Danske Bank A/S | 0.00% | Reduce -14.0% | 11,358 | $2.3M |
| DAVENPORT & Co LLC | 0.01% | Reduce -5.2% | 11,252 | $2.3M |
| Global Retirement Partners, LLC | 0.04% | — | 11,249 | $2.3M |
| Tradewinds, LLC. | 0.52% | Add +225.5% | 27,622 | $2.3M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | Reduce -4.6% | 10,985 | $2.3M |
| Independent Advisor Alliance | 0.05% | Reduce -1.9% | 10,951 | $2.3M |
| Equitable Holdings, Inc. | 0.01% | Reduce -3.5% | 10,692 | $2.2M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -4.7% | 10,688 | $2.2M |
| Brown Shipley& Co Ltd | 1.14% | No change | 10,650 | $2.2M |
| Donaldson Capital Management, LLC | 0.06% | Add +12.9% | 10,498 | $2.2M |
| Creative Financial Designs Inc. | 0.10% | Add +2.3% | 10,436 | $2.2M |
| PDT Partners, LLC | 0.11% | Add +35.3% | 10,360 | $2.1M |
| Founders Financial Alliance, LLC | 0.28% | Reduce -0.5% | 10,307 | $2.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -14.7% | 10,105 | $2.1M |
| Old North State Trust, LLC | 1.07% | Add +13.9% | 10,089 | $2.1M |
| Principal Securities, Inc. | 0.02% | Add +0.3% | 9,981 | $2.1M |
| Edmp, Inc. | 1.64% | Reduce -0.3% | 9,870 | $2.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +64.3% | 9,738 | $2.0M |
| Summit Financial, LLC | 0.02% | Add +9.4% | 9,690 | $2.0M |
| JTC Employer Solutions Trustee Ltd | 0.16% | Add +0.8% | 9,638 | $2.0M |
| Stephens Inc. | 0.02% | Reduce -1.7% | 9,539 | $2.0M |
| Community Bank & Trust, Waco, Texas | 0.36% | Add +1.6% | 9,535 | $2.0M |
| Lanark Financial, Inc. | 0.13% | Reduce -2.8% | 9,429 | $2.0M |
| Independent Solutions Wealth Management, LLC | 0.25% | Reduce -0.5% | 9,336 | $1.9M |
| Community Bank, N.A. | 0.21% | Reduce -1.5% | 9,249 | $1.9M |
| Level Four Advisory Services, LLC | 0.05% | Add +1.5% | 8,976 | $1.9M |
| Bridgewater Advisors Inc. | 0.10% | Add +0.6% | 8,531 | $1.8M |
| Leisure Capital Management | 0.53% | Reduce -1.7% | 8,281 | $1.7M |
| Oppenheimer & Co. Inc. | 0.02% | No change | 8,254 | $1.7M |
| Edmond DE Rothschild Holding S.A. | 0.02% | Reduce -31.4% | 8,248 | $1.7M |
| Versant Capital Management, Inc | 0.15% | Add +3.5% | 8,138 | $1.7M |
| Prospera Financial Services Inc | 0.02% | Reduce -0.5% | 8,087 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +44.4% | 8,079 | $1.7M |
| Kathmere Capital Management, LLC | 0.09% | Add +17.9% | 7,981 | $1.7M |
| Advisory Resource Group | 0.25% | Reduce -0.9% | 7,903 | $1.6M |
| Modera Wealth Management, LLC | 0.02% | Reduce -2.6% | 7,704 | $1.6M |
| Obermeyer Wealth Partners | 0.07% | Add +1.0% | 7,684 | $1.6M |
| Cordgrass Capital Advisors, LLC | 0.59% | Reduce -39.6% | 7,613 | $1.6M |
| Wedbush Securities Inc. | 0.04% | Add +1.1% | 7,610 | $1.6M |
| Sage Mountain Advisors LLC | 0.10% | No change | 7,530 | $1.6M |
| Moors & Cabot, Inc. | 0.06% | Reduce -3.4% | 7,530 | $1.6M |
| Parallel Advisors, LLC | 0.02% | Add +3.3% | 7,496 | $1.6M |
| DRW Securities, LLC | 0.09% | Add +279.7% | 7,359 | $1.5M |
| First Manhattan Co. Llc. | 0.00% | Reduce -0.4% | 7,333 | $1.5M |
| Ossiam | 0.02% | New | 7,322 | $1.5M |
| Smithfield Trust Co | 0.06% | No change | 7,300 | $1.5M |
| Venturi Wealth Management, LLC | 0.06% | Add +4.8% | 7,278 | $1.5M |
| Rhumbline Advisers | 0.00% | Add +5.2% | 7,277 | $1.5M |
| Wellington-Altus USA Inc. | 1.06% | Reduce -3.8% | 9,022 | $1.5M |
| EPG Wealth Management LLC | 0.36% | Reduce -0.5% | 7,202 | $1.5M |
| New England Research & Management, Inc. | 0.57% | Reduce -18.4% | 7,100 | $1.5M |
| Capital Investment Counsel, Inc | 0.16% | Add +12.3% | 6,981 | $1.4M |
| Five Oceans Advisors | 0.46% | No change | 6,968 | $1.4M |
| Cerro Pacific Wealth Advisors LLC | 0.33% | Add +1.1% | 6,948 | $1.4M |
| Wagner Wealth Management, LLC | 0.26% | Reduce -1.0% | 6,884 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Add +1.3% | 6,830 | $1.4M |
| Sagespring Wealth Partners, LLC | 0.02% | Add +0.6% | 6,829 | $1.4M |
| Carolina Wealth Management Inc | 0.65% | — | 6,792 | $1.4M |
| PCM Encore, LLC | 0.25% | Add +1.0% | 6,790 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +0.5% | 6,761 | $1.4M |
| Walleye Trading LLC | 0.02% | Reduce -7.6% | 6,561 | $1.4M |
| Checchi Capital Advisers, LLC | 0.09% | Reduce -0.4% | 6,507 | $1.3M |
| Atlas Legacy Advisors, LLC | 0.20% | Add +0.5% | 6,501 | $1.3M |
| Welch Group, LLC | 0.05% | Add +0.6% | 6,475 | $1.3M |
| Affinity Capital Advisors, LLC | 0.17% | No change | 6,439 | $1.3M |
| Belleair Asset Management, LLC | 1.12% | No change | 6,450 | $1.3M |
| MAI Capital Management | 0.01% | Add +42.2% | 6,443 | $1.3M |
| Clear Trail Advisors, LLC | 0.20% | Reduce -14.8% | 6,429 | $1.3M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 6,348 | $1.3M |
| Severin Investments, LLC | 0.98% | Add +5.7% | 6,311 | $1.3M |
| River Wealth Advisors LLC | 0.14% | Reduce -1.6% | 6,264 | $1.3M |
| Assetmark, Inc. | 0.00% | Add +19.4% | 6,252 | $1.3M |
| Woodard & Co. Asset Management Group Inc. | 0.19% | No change | 6,225 | $1.3M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | No change | 6,216 | $1.3M |
| Hilltop National Bank | 0.27% | Reduce -0.5% | 6,196 | $1.3M |
| Westover Capital Advisors, LLC | 0.21% | Reduce -1.4% | 6,184 | $1.3M |
| RiverFront Investment Group, LLC | 0.02% | Add +1.7% | 6,167 | $1.3M |
| Novare Capital Management LLC | 0.09% | No change | 6,153 | $1.3M |
| Savvy Advisors, Inc. | 0.03% | Add +9.6% | 6,136 | $1.3M |
| Arax Advisory Partners | 0.01% | Add +424.6% | 6,106 | $1.3M |
| Patten & Patten Inc. | 0.07% | No change | 6,080 | $1.3M |
| Ti-Trust, Inc. | 0.67% | No change | 6,000 | $1.2M |
| Hantz Financial Services, Inc. | 0.02% | No change | 5,972 | $1.2M |
| World Investment Advisors | 0.02% | Reduce -30.4% | 7,440 | $1.2M |
| Atria Investments, Inc | 0.01% | Reduce -2.0% | 5,818 | $1.2M |
| Ascent Group, LLC | 0.04% | Add +5.7% | 5,805 | $1.2M |
| Geneos Wealth Management Inc. | 0.02% | Add +14.3% | 5,761 | $1.2M |
| Rodgers Brothers Inc. | 0.12% | No change | 5,750 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -3.9% | 5,717 | $1.2M |
| PDS Planning, Inc | 0.07% | No change | 5,618 | $1.2M |
| Principal Financial Group Inc. | 0.00% | No change | 5,600 | $1.2M |
| Forbes J M & Co. LLP | 0.09% | No change | 5,600 | $1.2M |
| Sivia Capital Partners, LLC | 0.14% | No change | 5,540 | $1.1M |
| Citrine Capital LLC | 0.41% | No change | 5,412 | $1.1M |
| Ballentine Partners, LLC | 0.01% | Reduce -0.3% | 5,387 | $1.1M |
| Sara-Bay Financial | 0.30% | No change | 5,374 | $1.1M |
| Kingsman Wealth Management, Inc. | 0.52% | Add +7.5% | 5,345 | $1.1M |
| Curio Wealth, LLC | 0.34% | New | 5,289 | $1.1M |
| Naples Global Advisors, LLC | 0.07% | Reduce -8.9% | 5,282 | $1.1M |
| Legacy Financial Advisors, Inc. | 0.13% | Reduce -5.4% | 5,229 | $1.1M |
| Legacy Wealth Asset Management, LLC | 0.24% | Reduce -1.9% | 5,213 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -19.1% | 5,198 | $1.1M |
| Salem Investment Counselors Inc. | 0.03% | No change | 5,167 | $1.1M |
| Holderness Investments Co. | 0.18% | No change | 5,145 | $1.1M |
| Spirepoint Private Client, LLC | 0.09% | No change | 5,123 | $1.1M |
| West Family Investments, Inc. | 0.30% | Add +1.7% | 5,078 | $1.1M |
| Strategic Blueprint, LLC | 0.05% | Add +0.4% | 5,036 | $1.0M |
| Marble Harbor Investment Counsel, LLC | 0.11% | No change | 5,006 | $1.0M |
| Brevan Howard Capital Management LP | 0.02% | Add +131.7% | 5,005 | $1.0M |
| Fullerton Fund Management Co Ltd. | 0.07% | New | 5,000 | $1.0M |
| One Capital Management, LLC | 0.03% | No change | 6,385 | $1.0M |
| Westwood Holdings Group Inc. | 0.01% | Add +75.7% | 4,971 | $1.0M |
| Live Oak Investment Partners | 0.55% | Add +2.1% | 4,965 | $1.0M |
| Colonial Trust Advisors | 0.07% | No change | 4,958 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -7.1% | 4,953 | $1.0M |
| Natural Investments, LLC | 0.22% | Reduce -1.6% | 4,935 | $1.0M |
| Callan Family Office, LLC | 0.02% | Add +8.2% | 4,899 | $1.0M |
| Magnolia Capital Management Ltd. | 0.69% | Reduce -14.1% | 4,865 | $1.0M |
| Themes Management Co LLC | 0.66% | Reduce -18.4% | 4,834 | $1.0M |
| Cordatus Wealth Management LLC | 0.22% | Add +1.0% | 4,826 | $999K |
| Rockland Trust Co. | 0.04% | No change | 4,800 | $993K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +3.6% | 4,769 | $987K |
| First National Trust Co | 0.03% | Reduce -6.0% | 4,767 | $987K |
| Mountain Pacific Investment Advisers LLC | 0.15% | No change | 4,749 | $983K |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0.20% | Add +15.9% | 4,741 | $981K |
| BlackDiamond Wealth Management, LLC | 0.40% | No change | 4,654 | $981K |
| Peak Planning Group, LLC | 0.22% | Add +25.1% | 4,673 | $967K |
| Brighton Jones LLC | 0.02% | Add +77.5% | 4,665 | $966K |
| Tuttle Capital Management, LLC | 0.63% | No change | 4,540 | $940K |
| Ruggaard & Associates LLC | 0.34% | No change | 4,520 | $936K |
| Calydon Capital | 0.14% | No change | 4,488 | $929K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -36.0% | 4,481 | $927K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | Reduce -22.1% | 4,461 | $923K |
| Cresset Asset Management, LLC | 0.00% | Reduce -12.7% | 4,436 | $918K |
| Axxcess Wealth Management, LLC | 0.01% | New | 4,414 | $914K |
| Summit Global Investments | 0.05% | Reduce -2.4% | 4,409 | $912K |
| Keybank National Association | 0.00% | Reduce -44.7% | 4,401 | $911K |
| GeoWealth Management, LLC | 0.03% | Reduce -7.0% | 4,398 | $910K |
| Advisory Services Network, LLC | 0.01% | Add +7.8% | 4,392 | $909K |
| Banque Cantonale Vaudoise | 0.04% | Reduce -17.4% | 4,386 | $908K |
| Modern Wealth Management, LLC | 0.01% | Add +21.3% | 4,360 | $902K |
| Burney Co./ | 0.02% | Reduce -0.2% | 4,339 | $898K |
| Income Insurance Ltd | 0.52% | No change | 4,226 | $875K |
| Advisors Asset Management, Inc. | 0.01% | Add +2.0% | 4,226 | $875K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +11.8% | 4,209 | $871K |
| Citizens Financial Group Inc. | 0.01% | Add +0.7% | 4,191 | $867K |
| Diversify Advisory Services, LLC | 0.01% | New | 4,120 | $863K |
| Diversify Wealth Management, LLC | 0.01% | Add +137.1% | 4,120 | $863K |
| Old North State Wealth Management, LLC | 0.36% | Reduce -2.4% | 4,051 | $838K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -41.1% | 4,025 | $833K |
| SCS Capital Management LLC | 0.01% | Add +1.3% | 4,016 | $831K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -91.0% | 4,005 | $829K |
| Colonial Trust Co / SC | 0.10% | Add +0.1% | 4,000 | $828K |
| Benjamin Edwards Inc. | 0.01% | Add +12.1% | 3,956 | $819K |
| Wedmont Private Capital | 0.02% | Reduce -11.9% | 3,878 | $819K |
| Paragon Private Wealth Management, LLC | 0.21% | Add +10.1% | 3,954 | $818K |
| Oslo Pensjonsforsikring AS | 0.09% | Add +14.7% | 3,900 | $807K |
| Brookstone Capital Management | 0.01% | New | 3,878 | $803K |
| Summit Asset Management, LLC | 0.10% | No change | 3,872 | $801K |
| Financial Security Advisor, Inc. | 0.13% | No change | 3,842 | $795K |
| Fortune Financial Advisors, LLC | 0.34% | No change | 3,800 | $786K |
| Edgestream Partners, L.P. | 0.02% | Add +61.0% | 3,728 | $772K |
| Fifth Third Bancorp | 0.00% | Add +1.3% | 3,692 | $764K |
| Drive Wealth Management, LLC | 0.13% | Add +0.6% | 3,647 | $755K |
| Daiwa Securities Group Inc. | 0.00% | No change | 3,600 | $745K |
| Sollinda Capital Management LLC | 0.16% | No change | 3,557 | $736K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -3.3% | 3,541 | $733K |
| Simplicity Wealth,LLC | 0.02% | Add +16.1% | 3,497 | $724K |
| Empowered Funds, LLC | 0.00% | Add +38.0% | 3,491 | $723K |
| BayBridge Capital Group, LLC | 0.38% | New | 3,478 | $720K |
| BIP Wealth, LLC | 0.02% | Reduce -1.2% | 3,478 | $720K |
| Fiduciary Trust Co | 0.01% | No change | 3,477 | $720K |
| Huntington National Bank | 0.00% | Reduce -12.7% | 3,447 | $713K |
| Magnus Financial Group LLC | 0.05% | No change | 3,402 | $704K |
| D.A. Davidson & Co. | 0.00% | Reduce -2.2% | 3,399 | $704K |
| Bristol Gate Capital Partners Inc. | 0.05% | Reduce -10.7% | 3,397 | $703K |
| Armor Investment Advisors, LLC | 0.22% | Add +0.4% | 3,346 | $693K |
| Harbour Investments, Inc. | 0.01% | Reduce -49.0% | 3,314 | $686K |
| GC Wealth Management RIA, LLC | 0.04% | Reduce -6.1% | 3,312 | $685K |
| CogentBlue Wealth Advisors, LLC | 0.39% | Add +0.9% | 3,305 | $684K |
| Certified Advisory Corp | 0.05% | Reduce -0.0% | 3,289 | $681K |
| Gateway Wealth Partners, LLC | 0.04% | Reduce -7.8% | 3,284 | $680K |
| EP Wealth Advisors, LLC | 0.00% | Add +19.5% | 3,281 | $679K |
| Chemung Canal Trust Co. | 0.13% | Reduce -1.7% | 3,275 | $678K |
| Roman Butler Fullerton & Co. | 0.16% | Reduce -0.1% | 3,216 | $677K |
| Benchmark Financial Wealth Advisors, LLC | 0.17% | No change | 3,235 | $669K |
| Cromwell Holdings LLC | 0.30% | No change | 3,219 | $666K |
| Sei Investments Co. | 0.00% | Add +3.1% | 3,186 | $659K |
| Pursuit Wealth Strategies, LLC | 0.86% | Reduce -0.1% | 3,180 | $658K |
| Quantum Financial Advisors, LLC | 0.06% | Reduce -4.2% | 3,156 | $653K |
| Pinebridge Investments LLC | 0.01% | Reduce -73.8% | 2,223 | $653K |
| Glenmede Trust Co. NA | 0.00% | Add +24.9% | 3,101 | $642K |
| Swiss Re Ltd. | 0.06% | Add +799.4% | 3,076 | $637K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.0% | 3,075 | $636K |
| GQG Partners LLC | 0.00% | No change | 3,059 | $633K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -5.1% | 3,051 | $631K |
| OneAscent Family Office, LLC | 0.32% | Add +30.6% | 3,044 | $630K |
| Financial & Tax Architects, LLC | 0.13% | Reduce -5.6% | 3,027 | $626K |
| Prosperity Consulting Group, LLC | 0.02% | Add +58.6% | 3,002 | $621K |
| Towne Trust Company, N.A | 0.19% | Reduce -14.3% | 3,000 | $621K |
| Urban Wealth Management, LLC | 0.53% | Reduce -10.4% | 2,955 | $612K |
| Pure Financial Advisors, LLC | 0.01% | Add +20.1% | 2,952 | $611K |
| Riversedge Advisors, LLC | 0.08% | Add +9.4% | 2,908 | $602K |
| Yousif Capital Management, LLC | 0.01% | Reduce -75.6% | 2,907 | $602K |
| Sheets Smith Wealth Management | 0.06% | No change | 2,904 | $601K |
| Rose Capital Advisors LLC | 0.32% | — | 2,892 | $599K |
| King Luther Capital Management Corp. | 0.00% | Reduce -1.8% | 2,891 | $598K |
| Canopy Partners, LLC | 0.18% | Reduce -1.2% | 2,885 | $597K |
| Waterloo Capital, L.P. | 0.03% | Add +0.6% | 2,878 | $596K |
| Aviance Capital Partners, LLC | 0.06% | No change | 2,853 | $590K |
| Laurel Wealth Advisors LLC | 0.06% | No change | 2,825 | $585K |
| Fortress Private Ledger, LLC | 0.16% | No change | 2,817 | $583K |
| Guggenheim Capital LLC | 0.00% | Add +79.6% | 2,816 | $583K |
| Triangle Securities Wealth Management | 0.12% | No change | 2,800 | $580K |
| Shoker Investment Counsel, Inc. | 0.15% | No change | 2,793 | $578K |
| Excalibur Management Corp. | 0.19% | Reduce -0.9% | 2,790 | $577K |
| Seeds Investor LLC | 0.06% | Add +5.7% | 2,779 | $575K |
| Argent Trust Co | 0.02% | No change | 2,767 | $573K |
| Private Advisor Group, LLC | 0.00% | Reduce -55.6% | 2,767 | $573K |
| Arq Wealth Advisors, LLC | 0.07% | No change | 2,706 | $572K |
| Allworth Financial LP | 0.00% | Add +6.2% | 2,757 | $571K |
| Smartleaf Asset Management LLC | 0.02% | No change | 2,753 | $564K |
| Groupe la Francaise | 0.01% | Reduce -4.6% | 2,707 | $560K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -5.3% | 2,702 | $559K |
| Tandem Investment Advisors, Inc. | 0.04% | Reduce -4.8% | 2,700 | $559K |
| Beacon Bank & Trust | 0.11% | Reduce -0.6% | 2,699 | $559K |
| Hexagon Capital Partners LLC | 0.08% | Reduce -1.5% | 2,681 | $555K |
| August Group Capital Ltd | 0.61% | Reduce -1.8% | 2,667 | $552K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -4.7% | 2,648 | $548K |
| OmniStar Financial Group, Inc. | 0.25% | Add +0.2% | 2,646 | $548K |
| Howe & Rusling Inc. | 0.03% | No change | 2,643 | $547K |
| Hemenway Trust Co LLC | 0.04% | Reduce -0.6% | 2,640 | $546K |
| Riverview Trust Co | 0.64% | No change | 2,614 | $541K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 3,321 | $537K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -1.4% | 2,554 | $529K |
| Empower Advisory Group, LLC | 0.00% | Reduce -7.4% | 2,530 | $524K |
| Crestwood Advisors Group, LLC | 0.01% | Add +31.7% | 2,529 | $523K |
| J. L. Bainbridge & Co., Inc. | 0.04% | No change | 2,521 | $522K |
| Abacus Wealth Partners, LLC | 0.05% | Reduce -54.3% | 2,512 | $520K |
| Basecamp Wealth Advisors LLC | 0.10% | No change | 2,511 | $520K |
| HUB Investment Partners, LLC | 0.01% | Add +5.5% | 2,508 | $519K |
| Patriot Investment Management Group, Inc. | 0.03% | Reduce -0.7% | 2,501 | $518K |
| Cypress Wealth Services, LLC | 0.06% | Add +0.1% | 2,496 | $517K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.15% | Add +10.1% | 2,499 | $516K |
| Vanguard Portfolio Management LLC | 0.00% | No change | 2,451 | $508K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | No change | 2,450 | $507K |
| CVA Family Office, LLC | 0.05% | No change | 2,423 | $501K |
| Z3 Capital Partners, LLC | 0.11% | No change | 2,422 | $501K |
| LexAurum Advisors, LLC | 0.06% | No change | 2,422 | $501K |
| Carter Financial Group, INC. | 0.26% | Add +6.7% | 2,407 | $498K |
| Phillips Wealth Planners LLC | 0.37% | Add +0.6% | 2,382 | $498K |
| Tompkins Financial Corp. | 0.03% | No change | 2,400 | $497K |
| Core Capital Management & Research, inc. | 0.26% | — | 2,415 | $493K |
| 55 North Private Wealth, LLC | 0.10% | Add +27.0% | 2,370 | $491K |
| Miller Howard Investments Inc. | 0.01% | Reduce -14.5% | 2,337 | $484K |
| Cypress Capital Group | 0.05% | Reduce -8.4% | 2,335 | $483K |
| Argos Wealth Advisors, LLC | 0.13% | No change | 2,304 | $477K |
| GAM Holding AG | 0.04% | Reduce -81.2% | 2,300 | $476K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -4.2% | 2,290 | $474K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Add +3.2% | 2,271 | $470K |
| Kanawha Capital Management LLC | 0.03% | No change | 2,265 | $469K |
| Florida Trust Wealth Management Co | 0.01% | Add +5.8% | 2,253 | $466K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.36% | No change | 2,240 | $464K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -1.1% | 2,211 | $458K |
| Centaurus Financial, Inc. | 0.02% | Add +0.7% | 2,207 | $457K |
| Knights of Columbus Asset Advisors LLC | 0.02% | Reduce -35.0% | 2,206 | $457K |
| Mather Group, Llc. | 0.00% | No change | 2,199 | $455K |
| Mission Wealth Management, LP | 0.01% | Add +26.6% | 2,185 | $452K |
| Apella Capital, LLC | 0.01% | Add +3.1% | 2,155 | $451K |
| LBMC Investment Advisors, LLC | 0.02% | Reduce -3.5% | 2,176 | $450K |
| Foundations Investment Advisors, LLC | 0.00% | Add +55.7% | 2,175 | $450K |
| RFG Advisory, LLC | 0.01% | Add +3.4% | 2,168 | $449K |
| Family Capital Management, Inc. | 0.17% | Add +28.4% | 2,168 | $449K |
| Fiduciary Group, LLC | 0.04% | Add +0.3% | 2,165 | $448K |
| Chemistry Wealth Management LLC | 0.07% | Reduce -11.7% | 2,146 | $444K |
| W1M Asset Management Ltd | 0.00% | Add +0.5% | 2,144 | $444K |
| Firestone Capital Management | 0.08% | No change | 2,134 | $442K |
| EFG International AG | 0.01% | Reduce -1.0% | 2,136 | $440K |
| Phoenix Wealth Advisors | 0.15% | No change | 2,121 | $439K |
| Aventus Investment Advisors, Inc. | 0.32% | No change | 2,100 | $435K |
| Fiduciary Wealth Partners, LLC | 0.24% | No change | 2,097 | $434K |
| Caitong International Asset Management Co., Ltd | 0.06% | Add +17366.7% | 2,096 | $434K |
| Cherokee Insurance Co | 0.17% | No change | 2,091 | $433K |
| Contravisory Investment Management, Inc. | 0.08% | Add +1.5% | 2,083 | $431K |
| Legacy Capital Group California, Inc. | 0.13% | Reduce -57.0% | 2,064 | $427K |
| Western Wealth Management, LLC | 0.01% | Add +0.2% | 2,051 | $424K |
| Eddie Patel Inc | 0.25% | New | 2,051 | $424K |
| Fortis Capital Management LLC | 0.05% | Reduce -0.3% | 2,039 | $422K |
| Fiduciary Financial Group, LLC | 0.05% | Add +3.5% | 2,026 | $419K |
| Carr Financial Group Corp | 0.10% | No change | 2,014 | $417K |
| Choreo, LLC | 0.00% | Add +9.8% | 2,011 | $416K |
| Peak Asset Management, LLC | 0.06% | No change | 2,000 | $414K |
| Southeast Asset Advisors, LLC | 0.04% | No change | 2,000 | $414K |
| Daiichi Life Insurance Co., Ltd. | 0.01% | New | 2,000 | $414K |
| Composition Wealth, LLC | 0.00% | Add +18.3% | 1,970 | $408K |
| Old Peak Finance LLC | 0.19% | No change | 1,938 | $401K |
| Certuity, LLC | 0.02% | Reduce -5.4% | 1,935 | $400K |
| Valeo Financial Advisors, LLC | 0.01% | Add +7.4% | 1,929 | $399K |
| Choate Investment Advisors | 0.01% | No change | 1,905 | $394K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Reduce -24.0% | 1,895 | $392K |
| Integrity Alliance, Llc. | 0.01% | Reduce -1.4% | 1,886 | $390K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Add +0.1% | 1,885 | $390K |
| Fortis Capital Advisors, LLC | 0.04% | Add +24.3% | 1,878 | $389K |
| Belpointe Asset Management LLC | 0.01% | Add +24.3% | 1,878 | $389K |
| AlphaCore Capital LLC | 0.01% | Add +23.1% | 1,872 | $387K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 1,862 | $385K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +30.3% | 1,858 | $384K |
| Fulcrum Equity Management | 0.31% | Add +0.5% | 1,855 | $384K |
| Alerus Financial NA | 0.02% | Add +15.9% | 1,854 | $384K |
| RMR Wealth Builders | 0.02% | No change | 1,821 | $377K |
| CX Institutional | 0.01% | Add +2.3% | 1,819 | $376K |
| Promethos Capital, LLC | 0.10% | New | 1,800 | $373K |
| Bfsg, LLC | 0.03% | Reduce -3.4% | 1,798 | $372K |
| Net Worth Advisory Group | 0.09% | Add +3.2% | 1,796 | $372K |
| AMG Asset Management Group, Inc. | 0.23% | Add +1.2% | 1,794 | $371K |
| Mattson Financial Services, LLC | 0.08% | Reduce -1.6% | 1,718 | $371K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.7% | 1,785 | $369K |
| VestGen Advisors, LLC | 0.01% | Add +62.5% | 1,784 | $369K |
| Arkos Global Advisors | 0.04% | No change | 1,780 | $368K |
| Tannin Capital LLC | 0.24% | Reduce -2.7% | 1,778 | $368K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -2.3% | 1,771 | $367K |
| Bank Ozk | 0.11% | Add +2.7% | 1,766 | $366K |
| Silver Oak Securities, Incorporated | 0.02% | Add +0.7% | 1,761 | $364K |
| Cutler Investment Counsel LLC | 0.03% | Reduce -3.2% | 1,760 | $364K |
| Mitchell Capital Management Co. | 0.06% | No change | 1,748 | $362K |
| Convergence Financial, LLC | 0.03% | New | 1,742 | $361K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -57.9% | 1,727 | $357K |
| Valtinson Bruner Financial Planning LLC | 0.09% | No change | 1,721 | $356K |
| Earned Wealth Advisors, LLC | 0.02% | Reduce -27.1% | 1,705 | $353K |
| MQS Management LLC | 0.43% | Reduce -63.2% | 1,695 | $351K |
| Csenge Advisory Group | 0.01% | Add +13.7% | 1,688 | $349K |
| Redmond Asset Management, LLC | 0.09% | No change | 1,679 | $348K |
| Cooper Financial Group | 0.03% | Add +31.7% | 1,671 | $346K |
| Transamerica Financial Advisors, LLC | 0.03% | Add +4.4% | 1,655 | $343K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | Add +7.1% | 1,654 | $342K |
| CENTRAL TRUST Co | 0.01% | Reduce -7.2% | 1,650 | $342K |
| Eastern Bank | 0.01% | Add +428.5% | 1,649 | $341K |
| Brown Financial Advisors | 0.12% | Reduce -2.3% | 1,641 | $340K |
| Independent Financial Group, LLC | 0.01% | Reduce -12.1% | 1,635 | $338K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +1.4% | 1,609 | $333K |
| Axis Wealth Partners, LLC | 0.16% | No change | 1,603 | $332K |
| KCM Investment Advisors LLC | 0.01% | No change | 1,589 | $329K |
| Tower Wealth Partners, Inc. | 0.16% | Add +2.7% | 1,588 | $329K |
| Stewardship Concepts Financial Services LLC | 0.22% | No change | 1,583 | $328K |
| Pines Wealth Management, LLC | 0.09% | No change | 1,579 | $327K |
| WealthShield Partners, LLC | 0.05% | Add +0.8% | 1,577 | $326K |
| Alta Capital Management LLC/ | 0.02% | Reduce -18.8% | 1,559 | $323K |
| Iowa State Bank | 0.05% | No change | 1,553 | $321K |
| Rockwood Wealth Management, LLC | 0.02% | Add +0.4% | 1,552 | $321K |
| Lido Advisors, LLC | 0.00% | Add +7.7% | 1,542 | $319K |
| HighPoint Advisor Group LLC | 0.01% | New | 1,541 | $319K |
| Xxi Wealth, LLC | 0.15% | New | 1,530 | $317K |
| Wellington Shields & Co., LLC | 0.07% | No change | 1,526 | $316K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -27.4% | 1,510 | $313K |
| Autumn Glory Partners, LLC | 0.09% | No change | 1,500 | $310K |
| Becker Capital Management Inc. | 0.01% | No change | 1,500 | $310K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 1,500 | $310K |
| Strategic Family Wealth Counselors, L.L.C. | 0.07% | No change | 1,499 | $310K |
| SOA Wealth Advisors, LLC. | 0.05% | Add +925.8% | 14,700 | $310K |
| Mawer Investment Management Ltd. | 0.00% | No change | 1,495 | $309K |
| Sunpointe, LLC | 0.09% | No change | 1,494 | $309K |
| Rather & Kittrell, Inc. | 0.04% | Add +8.1% | 1,491 | $309K |
| Greenleaf Trust | 0.00% | Add +9.6% | 1,485 | $307K |
| First Heartland Consultants, Inc. | 0.02% | Add +0.6% | 1,475 | $305K |
| Koss-Olinger Consulting, LLC | 0.02% | No change | 1,472 | $305K |
| Balefire, LLC | 0.05% | New | 1,470 | $304K |
| Keel Point, LLC | 0.02% | Add +12.0% | 1,467 | $304K |
| Foster Group, Inc. | 0.01% | New | 1,462 | $303K |
| Facet Wealth, Inc. | 0.00% | New | 1,461 | $302K |
| Accel Wealth Management | 0.07% | No change | 1,458 | $302K |
| BridgePort Financial Solutions, LLC | 0.08% | Add +1.0% | 1,454 | $301K |
| Red Door Wealth Management, LLC | 0.03% | New | 1,451 | $300K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 1,448 | $300K |
| WealthPlan Investment Management, LLC | 0.01% | Add +7.4% | 1,445 | $299K |
| Caldwell Trust Co | 0.02% | Reduce -0.9% | 1,444 | $299K |
| Westside Investment Management, Inc. | 0.04% | No change | 1,438 | $298K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 1,436 | $297K |
| Beto Financial Group, LLC | 0.16% | Add +0.4% | 1,404 | $295K |
| Montecito Bank & Trust | 0.04% | New | 1,425 | $295K |
| Freestone Capital Holdings, LLC | 0.01% | Add +2.7% | 1,422 | $294K |
| Evolve Private Wealth, LLC | 0.02% | Add +1.1% | 1,410 | $292K |
| Braun-Bostich & Associates Inc. | 0.16% | Reduce -6.3% | 1,407 | $291K |
| Busey Bank | 0.01% | No change | 1,405 | $291K |
| Washington Capital Management, Inc. | 0.19% | No change | 1,400 | $290K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 1,398 | $289K |
| AE Wealth Management LLC | 0.00% | Reduce -16.8% | 1,396 | $289K |
| Flputnam Investment Management Co. | 0.00% | Reduce -8.8% | 1,388 | $287K |
| Greenspring Advisors, LLC | 0.02% | Add +5.7% | 1,383 | $286K |
| Iron Gate Global Advisors LLC | 0.03% | No change | 1,381 | $286K |
| Mgo One Seven LLC | 0.00% | New | 1,380 | $286K |
| Parsonex Advisory Services, Inc. | 0.25% | No change | 1,378 | $285K |
| Physicians Financial Services, Inc. | 0.07% | No change | 1,379 | $285K |
| Wealth Group, Ltd. | 0.07% | Reduce -65.0% | 1,379 | $285K |
| Smith Salley Wealth Management | 0.01% | No change | 1,367 | $283K |
| Nwam LLC | 0.01% | Reduce -3.6% | 1,353 | $280K |
| Stiles Financial Services Inc | 0.07% | Add +0.3% | 1,346 | $279K |
| Mutual Advisors, LLC | 0.01% | Reduce -21.3% | 1,339 | $277K |
| PFG Investments, LLC | 0.01% | New | 1,336 | $277K |
| New Republic Capital, LLC | 0.06% | No change | 1,334 | $276K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -12.1% | 1,334 | $276K |
| Jacobi Capital Management LLC | 0.01% | Reduce -6.8% | 1,334 | $276K |
| Xponance LLC | 0.00% | New | 1,318 | $273K |
| Nikulski Financial, Inc. | 0.06% | Add +4.2% | 1,300 | $269K |
| Brucke Financial, Inc. | 0.12% | Reduce -2.2% | 1,298 | $269K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 1,297 | $268K |
| LVW Advisors, LLC | 0.02% | New | 1,296 | $268K |
| Reliant Investment Partners, LLC | 0.18% | No change | 1,295 | $268K |
| NorthRock Partners, LLC | 0.00% | New | 1,292 | $267K |
| Southland Equity Partners LLC | 0.05% | Add +0.9% | 1,288 | $267K |
| Resonant Capital Advisors, LLC | 0.01% | New | 1,280 | $265K |
| Voleon Capital Management LP | 0.00% | Reduce -92.4% | 1,271 | $263K |
| Carson Advisory Inc. | 0.12% | Reduce -0.9% | 1,261 | $261K |
| State of Wyoming | 0.03% | Reduce -88.7% | 1,260 | $261K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -0.1% | 1,254 | $260K |
| Smith Shellnut Wilson LLC | 0.10% | No change | 1,253 | $259K |
| Seed Wealth Management, Inc. | 0.16% | No change | 1,250 | $259K |
| Rothschild Investment LLC | 0.01% | No change | 1,250 | $259K |
| Dickmeyer Boyce Financial Management, Inc. | 0.13% | No change | 1,249 | $259K |
| Echo45 Advisors LLC | 0.13% | Reduce -0.9% | 1,246 | $258K |
| Sylvest Advisors, LLC | 0.12% | No change | 1,241 | $257K |
| Hilltop Wealth Advisors, LLC | 0.13% | New | 1,240 | $257K |
| Sowell Financial Services LLC | 0.01% | Reduce -13.7% | 1,236 | $256K |
| Essex Bank | 0.06% | New | 1,235 | $256K |
| Proactive Wealth Strategies LLC | 0.04% | New | 1,230 | $255K |
| Advisors Capital Management, LLC | 0.00% | New | 1,215 | $252K |
| Cullen Capital Management, LLC | 0.00% | New | 1,215 | $251K |
| SG Americas Securities, LLC | 0.00% | New | 1,212 | $251K |
| Jackson Thornton Wealth Management, LLC | 0.02% | New | 1,211 | $251K |
| Cambria Investment Management, L.P. | 0.01% | New | 1,206 | $250K |
| Ewa, LLC | 0.05% | New | 1,205 | $249K |
| Bluebird Wealth Management LLC | 0.22% | New | 1,200 | $248K |
| Traveka Wealth, LLC | 0.08% | New | 1,192 | $247K |
| Schmidt P J Investment Management Inc. | 0.04% | New | 1,191 | $247K |
| Koshinski Asset Management, Inc. | 0.01% | New | 1,187 | $246K |
| Ironsides Asset Advisors, LLC | 0.06% | New | 1,182 | $245K |
| Enterprise Financial Services Corp | 0.10% | New | 1,177 | $244K |
| Intergy Private Wealth, LLC | 0.06% | New | 1,174 | $243K |
| Spire Wealth Management | 0.01% | Add +21.4% | 1,173 | $243K |
| CarsonAllaria Wealth Management, Ltd. | 0.10% | New | 1,164 | $241K |
| Bison Wealth, LLC | 0.02% | No change | 1,157 | $241K |
| Flatrock Wealth Partners LLC | 0.09% | New | 1,161 | $240K |
| Advisory Alpha, LLC | 0.01% | New | 1,150 | $238K |
| Foster Victor Wealth Advisors, LLC | 0.01% | New | 1,109 | $237K |
| IFP Advisors, Inc | 0.00% | Add +46.5% | 1,146 | $237K |
| Johnson Investment Counsel Inc. | 0.00% | New | 1,144 | $237K |
| Resurgent Financial Advisors LLC | 0.07% | New | 1,143 | $237K |
| Triad Wealth Partners, LLC | 0.01% | New | 1,110 | $234K |
| Capital Asset Advisory Services LLC | 0.01% | Add +0.6% | 1,126 | $233K |
| Larson Financial Group LLC | 0.01% | Add +17.1% | 1,118 | $231K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 1,116 | $231K |
| Silverlake Wealth Management LLC | 0.04% | New | 1,114 | $231K |
| Garde Capital, Inc. | 0.01% | New | 1,107 | $229K |
| Index Fund Advisors, Inc. | 0.01% | New | 1,106 | $229K |
| Chickasaw Capital Management LLC | 0.01% | New | 1,100 | $228K |
| NTV Asset Management LLC | 0.02% | New | 1,100 | $228K |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +3.3% | 1,097 | $227K |
| Acorn Creek Capital LLC | 0.08% | New | 1,091 | $226K |
| Cornerstone Wealth Group, LLC | 0.01% | New | 1,088 | $225K |
| Permanens Capital L.P. | 0.02% | New | 1,087 | $225K |
| Soltis Investment Advisors LLC | 0.01% | Reduce -74.6% | 1,086 | $225K |
| Mascoma Wealth Management LLC | 0.04% | No change | 1,083 | $224K |
| Wealth Alliance, LLC | 0.02% | Reduce -24.0% | 1,081 | $224K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 1,079 | $223K |
| Evercore Wealth Management, LLC | 0.00% | New | 1,076 | $223K |
| Mainsail Asset Management, LLC | 0.09% | New | 1,031 | $222K |
| Private Trust Co. NA | 0.02% | Reduce -2.0% | 1,069 | $221K |
| RS Crum Inc. | 0.04% | New | 1,060 | $219K |
| Wesbanco Bank Inc. | 0.01% | New | 1,060 | $219K |
| National Philanthropic Trust | 0.00% | New | 1,056 | $219K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,046 | $216K |
| Clearwave Capital, LLC | 0.12% | New | 1,041 | $215K |
| LOM Asset Management Ltd | 0.06% | No change | 730 | $214K |
| Adell Harriman & Carpenter Inc. | 0.01% | New | 1,033 | $214K |
| SmartHarvest Portfolios, LLC | 0.07% | New | 1,026 | $212K |
| SYM FINANCIAL Corp | 0.02% | New | 1,015 | $210K |
| Fairview Capital Investment Management, LLC | 0.01% | New | 1,010 | $209K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.04% | New | 1,004 | $208K |
| Ancora Advisors LLC | 0.00% | Reduce -11.2% | 1,000 | $207K |
| Mount Vernon Associates Inc. | 0.13% | New | 1,000 | $207K |
| Chapin Davis, Inc. | 0.04% | Reduce -31.0% | 1,000 | $207K |
| Crescent Grove Advisors, LLC | 0.02% | New | 1,000 | $207K |
| Capital Advisors Inc. | 0.00% | New | 993 | $206K |
| GFI Investment Counsel Ltd. | 0.03% | New | 989 | $204K |
| Sepio Capital, LP | 0.01% | New | 984 | $204K |
| Sava Infond d.o.o. | 0.01% | Reduce -18.3% | 980 | $202K |
| San Luis Wealth Advisors LLC | 0.03% | New | 974 | $202K |
| Rosenberg Matthew Hamilton | 0.04% | Add +8.2% | 915 | $189K |
| Beacon Financial Strategies CORP | 0.09% | No change | 861 | $178K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 829 | $172K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 807 | $167K |
| Bayban | 0.13% | No change | 800 | $166K |
| Nisa Investment Advisors, LLC | 0.00% | Add +32.1% | 765 | $158K |
| CoreCap Advisors, LLC | 0.00% | Add +0.4% | 727 | $150K |
| Intesa Sanpaolo Wealth Management | 0.03% | New | 728 | $150K |
| AdvisorNet Financial, Inc | 0.01% | Add +13.4% | 703 | $146K |
| Corient IA LP | 0.13% | Reduce -64.8% | 700 | $145K |
| Kozak & Associates, Inc. | 0.02% | No change | 671 | $140K |
| SHP Wealth Management | 0.01% | Add +2.5% | 664 | $137K |
| Bank of New Hampshire | 0.03% | Reduce -25.2% | 660 | $137K |
| Bruce G. Allen Investments, LLC | 0.09% | Reduce -2.5% | 656 | $136K |
| Triumph Capital Management | 0.02% | Add +4.7% | 622 | $129K |
| NBT Bank, N.A. | 0.01% | No change | 600 | $124K |
| Heritage Wealth Advisors | 0.00% | No change | 600 | $124K |
| Erste Asset Management GmbH | 0.00% | Reduce -99.6% | 600 | $123K |
| UMB Bank, n.a. | 0.00% | No change | 590 | $122K |
| First Horizon Corp. | 0.00% | Reduce -1.9% | 584 | $121K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -23.6% | 584 | $121K |
| Trust Co. of Vermont | 0.00% | — | 577 | $119K |
| Horizon Financial Services, LLC | 0.04% | Reduce -10.9% | 548 | $113K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +5.8% | 548 | $113K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 539 | $112K |
| Blue Trust, Inc. | 0.00% | Reduce -84.1% | 507 | $105K |
| Avalon Trust Co | 0.01% | No change | 500 | $103K |
| Richardson Financial Services Inc. | 0.06% | Add +10.9% | 479 | $99K |
| Silver Grove Financial Group, Inc. | 0.05% | New | 466 | $96K |
| Providence Capital Advisors, LLC | 0.01% | New | 463 | $96K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.2% | 456 | $94K |
| Roxbury Financial LLC | 0.07% | No change | 444 | $92K |
| Financial Management Professionals, Inc. | 0.01% | Add +3.7% | 424 | $88K |
| Ogorek Anthony Joseph /NY/ | 0.02% | No change | 425 | $87K |
| Murphy & Mullick Capital Management Corp | 0.05% | No change | 413 | $85K |
| Costello Asset Management, INC | 0.02% | No change | 400 | $83K |
| IFG Advisory, LLC | 0.00% | New | 394 | $82K |
| HM Payson & Co. | 0.00% | No change | 376 | $78K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 375 | $78K |
| True Wealth Design, LLC | 0.02% | No change | 375 | $78K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 361 | $75K |
| Bullock Wealth Management Group | 0.03% | Reduce -33.0% | 359 | $75K |
| Southern Michigan Bank & Trust | 0.03% | No change | 356 | $74K |
| Park Place Capital Corp | 0.01% | No change | 344 | $71K |
| Institute for Wealth Management, LLC. | 0.01% | New | 341 | $71K |
| Axxion S.A. | 0.01% | — | 339 | $70K |
| Bayforest Capital Ltd | 0.06% | Reduce -17.0% | 331 | $69K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | Add +0.7% | 307 | $64K |
| Crews Bank & Trust | 0.01% | No change | 302 | $63K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 300 | $62K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 300 | $62K |
| Bare Financial Services, Inc | 0.01% | Add +62.0% | 290 | $60K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -4.5% | 274 | $58K |
| Essential Partners LLC | 0.03% | No change | 279 | $58K |
| Capital Analysts, LLC | 0.00% | Add +0.7% | 274 | $57K |
| Wolff Wiese Magana LLC | 0.03% | Add +266.7% | 275 | $57K |
| Midwest Capital Advisors, LLC | 0.02% | No change | 250 | $52K |
| SJS Investment Consulting Inc. | 0.01% | Add +57.3% | 236 | $49K |
| Salomon & Ludwin, LLC | 0.00% | No change | 234 | $49K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 226 | $47K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 218 | $45K |
| Cornerstone Financial Management LLC | 0.04% | Add +45.2% | 212 | $44K |
| TIAA Wealth Investment Management LLC | 0.00% | New | 212 | $44K |
| Paladin Partners, LLC | 0.03% | No change | 209 | $43K |
| Concord Wealth Partners | 0.00% | New | 207 | $43K |
| Toth Financial Advisory Corp. | 0.00% | No change | 200 | $41K |
| Kilter Group LLC | 0.01% | Add +1508.3% | 193 | $40K |
| Highline Wealth Partners LLC | 0.01% | No change | 184 | $38K |
| Hollencrest Capital Management | 0.00% | No change | 184 | $38K |
| TD Private Client Wealth LLC | 0.00% | Reduce -88.1% | 168 | $35K |
| Maseco LLP | 0.00% | Reduce -8.2% | 167 | $35K |
| Continuum Advisory, LLC | 0.00% | New | 161 | $33K |
| JNBA Financial Advisors | 0.00% | No change | 160 | $33K |
| Bell Investment Advisors, Inc | 0.00% | No change | 154 | $32K |
| Highland Investment Advisors LLC | 0.01% | — | 150 | $31K |
| Penserra Capital Management LLC | 0.00% | Add +2.7% | 151 | $31K |
| BNP Paribas | 0.00% | Reduce -99.1% | 148 | $31K |
| Dynamic Wealth Strategies, LLC | 0.02% | Add +30.6% | 141 | $29K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 137 | $28K |
| Archer Investment Corp | 0.01% | New | 133 | $28K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 130 | $27K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 130 | $27K |
| GAMMA Investing LLC | 0.00% | No change | 126 | $26K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 125 | $26K |
| Zions Bancorporation, National Association | 0.00% | No change | 124 | $26K |
| Sunrise Financial Services, LLC | 0.01% | No change | 118 | $24K |
| Rossby Financial, LCC | 0.00% | Add +8.7% | 113 | $23K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 109 | $23K |
| Asset Dedication, LLC | 0.00% | No change | 101 | $21K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 100 | $21K |
| Key Financial Inc | 0.00% | Reduce -38.6% | 100 | $21K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 98 | $20K |
| Elevation Wealth Partners, LLC | 0.01% | New | 95 | $20K |
| Fiduciary Financial Advisors | 0.00% | New | 92 | $19K |
| Financial Network Wealth Advisors LLC | 0.02% | Add +145.9% | 91 | $19K |
| MCF Advisors LLC | 0.00% | No change | 90 | $19K |
| Lodestone Wealth Management LLC | 0.01% | No change | 86 | $18K |
| RMG Wealth Management LLC | 0.00% | No change | 82 | $18K |
| Western Pacific Wealth Management, LP | 0.02% | Add +151.5% | 83 | $17K |
| Signature Equity Partners, LLC | 0.01% | Reduce -14.7% | 81 | $17K |
| Princeton Global Asset Management LLC | 0.00% | No change | 80 | $17K |
| Addison Advisors LLC | 0.01% | Reduce -93.4% | 77 | $16K |
| Parkside Financial Bank & Trust | 0.00% | No change | 72 | $15K |
| JPL Wealth Management, LLC | 0.00% | No change | 71 | $15K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -25.3% | 71 | $15K |
| Country Trust Bank | 0.00% | No change | 71 | $15K |
| High Note Wealth, LLC | 0.00% | No change | 69 | $14K |
| Crewe Advisors LLC | 0.00% | No change | 68 | $14K |
| Fairman Group, LLC | 0.01% | No change | 65 | $13K |
| North Star Investment Management Corp. | 0.00% | Add +17.3% | 61 | $13K |
| LRI Investments, LLC | 0.00% | Add +177.3% | 61 | $13K |
| Pacific Center for Financial Services | 0.00% | No change | 60 | $12K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 60 | $12K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +110.7% | 59 | $12K |
| MV Capital Management, Inc. | 0.00% | Add +54.0% | 57 | $12K |
| Hager Investment Management Services, LLC | 0.01% | New | 53 | $11K |
| Financial Consulate, Inc. | 0.00% | Add +73.3% | 52 | $11K |
| SouthState Bank Corp | 0.00% | No change | 47 | $10K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 45 | $9K |
| Front Row Advisors LLC | 0.00% | No change | 40 | $8K |
| Clean Yield Group | 0.00% | No change | 39 | $8K |
| Raffa Wealth Management, LLC | 0.00% | Add +80.0% | 36 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | New | 36 | $7K |
| Park Square Financial Group, LLC | 0.06% | Reduce -27.9% | 31 | $6K |
| Dogwood Wealth Management LLC | 0.00% | Add +34.8% | 31 | $6K |
| Valued Wealth Advisors LLC | 0.00% | No change | 27 | $6K |
| Aventura Private Wealth, LLC | 0.00% | New | 26 | $5K |
| FWL Investment Management, LLC | 0.00% | New | 26 | $5K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 26 | $5K |
| Maryland Capital Advisors Inc. | 0.00% | — | 25 | $5K |
| Nova Wealth Management, Inc. | 0.00% | No change | 25 | $5K |
| Stone House Investment Management, LLC | 0.00% | Add +60.0% | 24 | $5K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -23.3% | 23 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | New | 23 | $5K |
| Marshall Investment Management, LLC | 0.00% | New | 22 | $5K |
| Decker Retirement Planning Inc. | 0.00% | No change | 21 | $4K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 20 | $4K |
| Bangor Savings Bank | 0.00% | No change | 20 | $4K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 18 | $4K |
| Rachor Investment Advisory Services, LLC | 0.00% | No change | 14 | $3K |
| Vanguard National Trust Co | 0.00% | No change | 14 | $3K |
| Horizon Investments, LLC | 0.00% | Reduce -57.1% | 12 | $2K |
| Sittner & Nelson, LLC | 0.00% | New | 11 | $2K |
| Silicon Valley Capital Partners | 0.00% | No change | 10 | $2K |
| Caitlin John, LLC | 0.00% | No change | 7 | $1K |
| Quaker Wealth Management, LLC | 0.00% | No change | 7 | $1K |
| Trust Co | 0.00% | No change | 7 | $1K |
| Dunhill Financial, LLC | 0.00% | No change | 4 | $833 |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 4 | $828 |
| Quarry LP | 0.00% | New | 4 | $828 |
| Buck Wealth Strategies, LLC | 0.00% | New | 4 | $828 |
| Millstone Evans Group, LLC | 0.00% | No change | 3 | $621 |
| Noble Wealth Management PBC | 0.00% | New | 3 | $621 |
| PEAK6 LLC | 0.00% | New | 3 | $605 |
| Walleye Capital LLC | 0.00% | Reduce -100.0% | 1 | $207 |
"% of holder's portfolio" is RY's weight in each manager's 13F, not the share of Royal Bank of Canada the manager owns.