Public record / Tickers / RY

RY — ROYAL BANK OF CANADA

Both disclosure regimes on one name: who in Congress filed about RY, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
6
all PTR rows naming RY
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-12
filed 2024-08-12
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Michael C. Burgess · $15.0K–$50.0K

Sale · traded 2024-07-25 → filed 2024-08-12. Ranked over every RY row by the provable lower bound, never a point estimate.

No member disclosed RY in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated RY rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING RY · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning RY
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-08-12Michael C. Burgess R–TX-26Sale · SP (spouse-owned)Traded 07-25 +18d$15K–$50K
2024-07-31Michael C. Burgess R–TX-26Sale · partial · SP (partial sale, spouse-owned)Traded 07-16 +15d$1K–$15K
2024-07-31Michael C. Burgess R–TX-26PurchaseTraded 07-16 +15d$1K–$15K
2024-01-22Michael C. Burgess R–TX-26Sale · SP (spouse-owned)Traded 01-10 +12d$1K–$15K
2024-01-22Michael C. Burgess R–TX-26Purchase · SP (spouse-owned)Traded 01-10 +12d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 6 ↗

Members active in RY

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed RY in the trailing 12 months.

Congress ↔ notable managers · RY

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held
Trimming
1 Bridgewater Associates $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · ROYAL BANK OF CANADA

Merged timeline of congressional filings and notable-manager moves on RY
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fexit−15,118 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of RY for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1ROYAL BANK OF CANADA$11.5B1
2BANK OF MONTREAL /CAN/$10.1B1
3VANGUARD CAPITAL MANAGEMENT LLC$6.8B1
4TD ASSET MANAGEMENT INC$4.9B1
5FIL Ltd$3.6B1
6CIBC WORLD MARKET INC.$3.2B1
7MACKENZIE FINANCIAL CORP$3.1B1
81832 Asset Management L.P.$2.7B1
9NATIONAL BANK OF CANADA /FI/$2.6B1
10GEODE CAPITAL MANAGEMENT, LLC$2.4B1
11FMR LLC$2.2B1
12Federation des caisses Desjardins du Quebec$2.2B1
13BANK OF NOVA SCOTIA$2.1B1
14VANGUARD FIDUCIARY TRUST CO$2.0B1
15MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.0B1
16TD Waterhouse Canada Inc.$1.9B1
17TORONTO DOMINION BANK$1.8B1
18Connor, Clark & Lunn Investment Management Ltd.$1.8B1
19CIBC Asset Management Inc$1.7B1
20CANADA PENSION PLAN INVESTMENT BOARD$1.6B1
21Vanguard Global Advisers, LLC$1.6B1
22SCOTIA CAPITAL INC.$1.4B1
23Legal & General Group Plc$1.4B1
24Fisher Asset Management, LLC$1.1B1
25MORGAN STANLEY$839M1
26Fiera Capital Corp$681M1
27CHARLES SCHWAB INVESTMENT MANAGEMENT INC$614M1
28HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$603M1
29MASSACHUSETTS FINANCIAL SERVICES CO /MA/$477M1
30Invesco Ltd.$463M1
31VANGUARD ASSET MANAGEMENT, Ltd$457M1
32Amundi$454M1
33AGF MANAGEMENT LTD$440M1
34PICTON MAHONEY ASSET MANAGEMENT$429M1
35WELLINGTON MANAGEMENT GROUP LLP$426M1
36DIMENSIONAL FUND ADVISORS LP$417M1
37DEUTSCHE BANK AG\$391M1
38BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$390M1
39FRANKLIN RESOURCES INC$389M1
40PUBLIC SECTOR PENSION INVESTMENT BOARD$387M1
41Alberta Investment Management Corp$356M1
42BANK OF AMERICA CORP /DE/$334M1
43CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$298M1
44GUARDIAN CAPITAL LP$275M1
45BlackRock, Inc.$235M1
46LETKO, BROSSEAU & ASSOCIATES INC$229M1
47Clearbridge Investments, LLC$222M1
48Bank of New York Mellon Corp$205M1
49AVIVA PLC$196M1
50NORTHERN TRUST CORP$195M1
51INTACT INVESTMENT MANAGEMENT INC.$178M1
52ALLIANCEBERNSTEIN L.P.$173M1
53Hillsdale Investment Management Inc.$172M1
54Scheer, Rowlett & Associates Investment Management Ltd.$168M1
55Addenda Capital Inc.$168M1
56UBS Group AG$167M1
57Nuveen, LLC$161M1
58Korea Investment CORP$153M1
59Cardinal Capital Management, Inc.$144M1
60Dixon Mitchell Investment Counsel Inc.$131M1
61REGIONS FINANCIAL CORP$128M1
62BCV Asset Management Inc.$128M1
63APG Asset Management N.V.$122M1
64AMERIPRISE FINANCIAL INC$121M1
65TWO SIGMA INVESTMENTS, LP$118M1
66Vanguard Investments Australia, Ltd.$113M1
67Capital World Investors$112M1
68AQR CAPITAL MANAGEMENT LLC$110M1
69OMERS ADMINISTRATION Corp$110M1
70Zurcher Kantonalbank (Zurich Cantonalbank)$102M1
71Pictet Asset Management Holding SA$101M1
72BNP Paribas Asset Management Holding S.A.$101M1
73BANK OF NOVA SCOTIA TRUST CO$99.3M1
74MILLENNIUM MANAGEMENT LLC$95.3M1
75CIDEL ASSET MANAGEMENT INC$89.2M1
76UniSuper Management Pty Ltd$88.1M1
77RAYMOND JAMES FINANCIAL INC$84.5M1
78Guardian Partners Inc.$81.4M1
79Northwest & Ethical Investments L.P.$80.2M1
80Qube Research & Technologies Ltd$76.4M1
81AMERICAN CENTURY COMPANIES INC$74.1M1
82CITIGROUP INC$72.2M1
83STATE OF WISCONSIN INVESTMENT BOARD$71.2M1
84Clark Capital Management Group, Inc.$69.0M1
85J. Safra Sarasin Holding AG$67.8M1
86Rockefeller Capital Management L.P.$65.4M1
87Purpose Unlimited Inc.$61.1M1
88ENVESTNET ASSET MANAGEMENT INC$59.9M1
89Cumberland Partners Ltd$58.2M1
90LAZARD ASSET MANAGEMENT LLC$55.9M1
91FIRST TRUST ADVISORS LP$53.5M1
92Lansforsakringar Fondforvaltning AB (publ)$52.9M1
93Value Partners Investments Inc.$52.3M1
94Creative Planning$47.9M1
95Zurich Insurance Group Ltd/FI$47.6M1
96PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$46.1M1
97MONTRUSCO BOLTON INVESTMENTS INC.$44.8M1
98Aviso Financial Inc.$44.7M1
99Investment Management Corp of Ontario$42.2M1
100Allianz Asset Management GmbH$40.9M1
101Triasima Portfolio Management inc.$40.8M1
102Vontobel Holding Ltd.$40.2M1
103Kepler Cheuvreux (Suisse) SA$40.0M1
104Varma Mutual Pension Insurance Co$38.8M1
105Candriam S.C.A.$37.4M1
106USS Investment Management Ltd$37.0M1
107Woodbridge CO LTD$36.0M1
108Main Street Research LLC$36.0M1
109Andra AP-fonden$35.3M1
110WELLS FARGO & COMPANY/MN$35.3M1
111INTECH INVESTMENT MANAGEMENT LLC$35.2M1
112SEB Asset Management AB$34.5M1
113Harvest Portfolios Group Inc.$34.0M1
114BARCLAYS PLC$33.9M1
115Susquehanna Portfolio Strategies, LLC$33.2M1
116Coleford Investment Management Ltd.$32.3M1
117Focus Partners Wealth$32.1M1
118Cardinal Point Capital Management ULC$31.7M1
119Man Group plc$30.9M1
120GODSEY & GIBB, INC$29.4M1
121Americana Partners, LLC$29.1M1
122ROYAL LONDON ASSET MANAGEMENT LTD$28.6M1
123Quadrature Capital Ltd$27.5M1
124LPL Financial LLC$27.5M1
125Rempart Asset Management Inc.$27.3M1
126AustralianSuper Pty Ltd$27.2M1
127Maryland State Retirement & Pension System$25.6M1
128Utah Retirement Systems$24.7M1
129Swiss Life Asset Management Ltd$24.2M1
130Quantinno Capital Management LP$24.0M1
131Genus Capital Management Inc.$23.9M1
132O'SHAUGHNESSY ASSET MANAGEMENT, LLC$22.1M1
133Danica Pension, Livsforsikringsaktieselskab$21.8M1
134SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$21.2M1
135Lorne Steinberg Wealth Management Inc.$21.1M1
136Avanza Fonder AB$21.0M1
137K.J. Harrison & Partners Inc$20.3M1
138Janus Henderson Group Ltd.$19.4M1
139HSBC HOLDINGS PLC$19.3M1
140CANERECTOR INC$16.9M1
141American Assets Investment Management, LLC$16.7M1
142CREDIT AGRICOLE S A$16.7M1
143Bragg Financial Advisors, Inc$15.9M1
144Polar Capital Holdings Plc$15.8M1
145TRUIST FINANCIAL CORP$14.5M1
146Osmosis Investment Management UK Ltd$14.4M1
147Generali Asset Management SPA SGR$14.3M1
148HighTower Advisors, LLC$14.3M1
149Bank Julius Baer & Co. Ltd, Zurich$14.2M1
150Sienna Gestion$14.1M1
151Palisade Asset Management, LLC$13.6M1
152PCJ Investment Counsel Ltd.$13.6M1
153JCIC Asset Management Inc.$13.5M1
154Waratah Capital Advisors Ltd.$13.5M1
155Diversified Trust Co$13.4M1
156COMMONWEALTH EQUITY SERVICES, LLC$13.3M1
157Heathbridge Capital Management Ltd.$13.3M1
158US BANCORP \DE\$13.0M1
159Cetera Investment Advisers$12.5M1
160DAVIS-REA LTD.$12.4M1
161Mariner, LLC$12.3M1
162Murchinson Ltd.$12.2M1
163Ravenstone Capital Management Inc.$12.0M1
164BROWN ADVISORY INC$11.9M1
165CITADEL ADVISORS LLC$11.8M1
166Point72 Asset Management, L.P.$11.8M1
167JANE STREET GROUP, LLC$11.6M1
168WORLDQUANT MILLENNIUM ADVISORS LLC$10.5M1
169Fideuram Asset Management (Ireland) dac$10.1M1
170Lombard Odier Asset Management (Switzerland) SA$10.1M1
171NATIXIS$9.7M1
172PINNACLE ASSOCIATES LTD$9.5M1
173Cerity Partners LLC$9.2M1
174Merit Financial Group, LLC$8.8M1
175Live Oak Private Wealth LLC$8.7M1
176Vanguard Personalized Indexing Management, LLC$8.4M1
177Metis Global Partners, LLC$8.1M1
178Ensign Peak Advisors, Inc$7.9M1
179CWM, LLC$7.9M1
180Plato Investment Management Ltd$7.9M1
181CenterBook Partners LP$7.8M1
182Mediolanum International Funds Ltd$7.7M1
183FIRST NATIONAL BANK OF OMAHA$7.7M1
184Gold Investment Management Ltd.$7.7M1
185M&T BANK CORP$7.6M1
186Assenagon Asset Management S.A.$7.5M1
187UNITED CAPITAL FINANCIAL ADVISORS, LLC$7.2M1
188Burkett Asset Management Ltd$7.1M1
189FEDERATED HERMES, INC.$7.1M1
190Indivisible Partners$7.0M1
191Pathstone Holdings, LLC$6.9M1
192VIEWPOINT INVESTMENT PARTNERS CORP$6.9M1
193Y-Intercept (Hong Kong) Ltd$6.9M1
194QUADRANT CAPITAL GROUP LLC$6.7M1
195Laird Norton Wetherby Trust Company, LLC$6.7M1
196Crossmark Global Holdings, Inc.$6.6M1
197Cardinal Capital Management$6.4M1
198VOLORIDGE INVESTMENT MANAGEMENT, LLC$6.4M1
199ASR Vermogensbeheer N.V.$6.2M1
200D. E. Shaw & Co., Inc.$6.1M1
201NewEdge Advisors, LLC$6.1M1
202RITHOLTZ WEALTH MANAGEMENT$6.1M1
203Pacifica Partners Inc.$6.0M1
204MERCER GLOBAL ADVISORS INC /ADV$5.9M1
205HENNESSY ADVISORS INC$5.8M1
206one8zero8, LLC$5.7M1
207Counterweight Ventures, LLC$5.7M1
208Ewing Morris & Co. Investment Partners Ltd.$5.7M1
209Tacita Capital Inc$5.6M1
210Aristotle Capital Management, LLC$5.6M1
211&PARTNERS$5.4M1
212Corient Private Wealth LLC$5.3M1
213Quilter Plc$5.3M1
214DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$5.3M1
215Evelyn Partners Investment Management LLP$5.3M1
216OSAIC HOLDINGS, INC.$5.3M1
217Elite Wealth Management, Inc.$5.2M1
218SUSQUEHANNA ADVISORS GROUP, INC.$5.1M1
219Turn8 Private Wealth Inc.$5.1M1
220Vise Technologies, Inc.$5.0M1
221Gradient Investments LLC$5.0M1
222SIGNATUREFD, LLC$5.0M1
223Te Ahumairangi Investment Management Ltd$4.7M1
224Orion Porfolio Solutions, LLC$4.6M1
225ASPIRIANT, LLC$4.6M1
226NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.5M1
227XTX Topco Ltd$4.4M1
228Aspen Grove Capital, LLC$4.3M1
229Mitsubishi UFJ Trust & Banking Corp$4.3M1
230LOUISBOURG INVESTMENTS INC.$4.2M1
231MidFirst Bank$4.1M1
232C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$4.1M1
233UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$4.0M1
234FIRST CITIZENS BANK & TRUST CO$4.0M1
235Kestra Advisory Services, LLC$3.9M1
236WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.8M1
237Davis Investment Partners, LLC$3.8M1
238Compound Planning, Inc.$3.5M1
239Tower Research Capital LLC (TRC)$3.5M1
240ALKEME WEALTH, LLC$3.5M1
241CFM WEALTH PARTNERS LLC$3.5M1
242WHITENER CAPITAL MANAGEMENT, INC.$3.4M1
243Capital Investment Advisory Services, LLC$3.4M1
244KMG FIDUCIARY PARTNERS, LLC$3.3M1
245DKRT Investments Corp.$3.2M1
246IEQ CAPITAL, LLC$3.2M1
247AMG National Trust Bank$3.2M1
248Quantbot Technologies LP$3.2M1
249Sequoia Financial Advisors, LLC$3.2M1
250Cannell & Spears LLC$3.1M1
251MML INVESTORS SERVICES, LLC$3.1M1
252Qtron Investments LLC$3.0M1
253Curi Capital, LLC$3.0M1
254Pinnacle Financial Partners, Inc.$2.9M1
255BLAIR WILLIAM & CO/IL$2.8M1
256FORA Capital, LLC$2.8M1
257M. Kulyk & Associates, LLC$2.8M1
258MUIRFIELD WEALTH ADVISORS LLC$2.8M1
259Voleon Capital Management LP$2.7M1
260Verum Partners LLC$2.6M1
261Applied Capital LLC/FL$2.6M1
262Columbus Macro, LLC$2.6M1
263LGT Group Foundation$2.6M1
264FRANKLIN STREET ADVISORS INC /NC$2.6M1
265STIFEL FINANCIAL CORP$2.6M1
266Pathway Financial Advisers, LLC$2.5M1
267Sumitomo Mitsui DS Asset Management Company, Ltd$2.5M1
268Caldwell Investment Management Ltd.$2.5M1
269Gibbs Wealth Management$2.5M1
270Grantham, Mayo, Van Otterloo & Co. LLC$2.4M1
271Sanctuary Advisors, LLC$2.4M1
272Clearstead Advisors, LLC$2.3M1
273Waverly Advisors, LLC$2.3M1
274Sterling Capital Management LLC$2.3M1
275Alphadyne Asset Management LP$2.2M1
276Caprock Group, LLC$2.2M1
277COMMERCE BANK$2.2M1
278Great Lakes Retirement, Inc.$2.2M1
279Pembroke Management, LTD$2.1M1
280DANSKE BANK A/S$2.1M1
281Beacon Pointe Advisors, LLC$2.1M1
282CIBC Bancorp USA Inc.$2.1M1
283Cordgrass Capital Advisors, LLC$2.0M1
284BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.0M1
285SIMPLEX TRADING, LLC$2.0M1
286EVERGREEN CAPITAL MANAGEMENT LLC$2.0M1
287Numerai GP LLC$2.0M1
288Focus Partners Advisor Solutions, LLC$2.0M1
289Frank, Rimerman Advisors LLC$2.0M1
290EDMOND DE ROTHSCHILD HOLDING S.A.$1.9M1
291Aull & Monroe Investment Management Corp$1.9M1
292DAVENPORT & Co LLC$1.9M1
293Financial Engines Advisors L.L.C.$1.9M1
294Mayfair Advisory Group, LLC$1.9M1
295Generali Investments CEE, investicni spolecnost, a.s.$1.9M1
296QRG CAPITAL MANAGEMENT, INC.$1.9M1
297Baird Financial Group, Inc.$1.9M1
298Equitable Holdings, Inc.$1.8M1
299Parallax Volatility Advisers, L.P.$1.8M1
300Aprio Wealth Management, LLC$1.8M1
301Independent Advisor Alliance$1.8M1
302State of Wyoming$1.8M1
303Vident Advisory, LLC$1.8M1
304PRUDENTIAL PLC$1.7M1
305World Investment Advisors$1.7M1
306Brown Shipley& Co Ltd$1.7M1
307Savant Capital, LLC$1.7M1
308Founders Financial Alliance, LLC$1.7M1
309PRINCIPAL SECURITIES, INC.$1.6M1
310EDMP, INC.$1.6M1
311STEPHENS INC /AR/$1.6M1
312SIG North Trading, ULC$1.6M1
313Bridgewater Advisors Inc.$1.5M1
314Independent Solutions Wealth Management, LLC$1.5M1
315IMC-Chicago, LLC$1.5M1
316DONALDSON CAPITAL MANAGEMENT, LLC$1.5M1
317Jain Global LLC$1.5M1
318Summit Financial, LLC$1.4M1
319LEVEL FOUR ADVISORY SERVICES, LLC$1.4M1
320New England Research & Management, Inc.$1.4M1
321Leisure Capital Management$1.4M1
322OPPENHEIMER & CO INC$1.3M1
323Prospera Financial Services Inc$1.3M1
324Advisory Resource Group$1.3M1
325KEYBANK NATIONAL ASSOCIATION/OH$1.3M1
326Modera Wealth Management, LLC$1.3M1
327Moors & Cabot, Inc.$1.3M1
328PDT Partners, LLC$1.2M1
329Obermeyer Wealth Partners$1.2M1
330Clear Trail Advisors, LLC$1.2M1
331Sage Mountain Advisors LLC$1.2M1
332FIRST MANHATTAN CO. LLC.$1.2M1
333EPG Wealth Management LLC$1.2M1
334Walleye Trading LLC$1.1M1
335Five Oceans Advisors$1.1M1
336Wagner Wealth Management, LLC$1.1M1
337Cerro Pacific Wealth Advisors LLC$1.1M1
338RWA WEALTH PARTNERS, LLC$1.1M1
339SAGESPRING WEALTH PARTNERS, LLC$1.1M1
340Kathmere Capital Management, LLC$1.1M1
341HB Wealth Management, LLC$1.1M1
342GREAT VALLEY ADVISOR GROUP, INC.$1.1M1
343PCM Encore, LLC$1.1M1
344Checchi Capital Advisers, LLC$1.1M1
345Atlas Legacy Advisors, LLC$1.0M1
346Belleair Asset Management, LLC$1.0M1
347Affinity Capital Advisors, LLC$1.0M1
348Aptus Capital Advisors, LLC$1.0M1
349One Capital Management, LLC$1.0M1
350River Wealth Advisors LLC$1.0M1
351Westover Capital Advisors, LLC$1.0M1
352Private Advisor Group, LLC$1.0M1
353Hilltop National Bank$1.0M1
354WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$1.0M1
355FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$1.0M1
356Capital Investment Counsel, Inc$1.0M1
357NOVARE CAPITAL MANAGEMENT LLC$995K1
358PATTEN & PATTEN INC/TN$984K1
359TWO SIGMA SECURITIES, LLC$984K1
360TI-TRUST, INC$971K1
361Severin Investments, LLC$966K1
362Envestnet Portfolio Solutions, Inc.$962K1
363Atria Investments, Inc$960K1
364Themes Management Co LLC$959K1
365ADVISORTRUST PARTNERS, LLC$940K1
366NAPLES GLOBAL ADVISORS, LLC$938K1
367WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$935K1
368Rodgers Brothers Inc.$930K1
369Dynamic Technology Lab Private Ltd$929K1
370GUARDIAN WEALTH ADVISORS, LLC / NC$927K1
371PDS Planning, Inc$909K1
372FORBES J M & CO LLP$906K1
373Savvy Advisors, Inc.$906K1
374Steward Partners Investment Advisory, LLC$906K1
375PRINCIPAL FINANCIAL GROUP INC$902K1
376Sivia Capital Partners, LLC$896K1
377Ascent Group, LLC$888K1
378Citrine Capital LLC$876K1
379Ballentine Partners, LLC$874K1
380Dynamic Advisor Solutions LLC$863K1
381Legacy Wealth Asset Management, LLC$860K1
382Banque Cantonale Vaudoise$855K1
383ASSETMARK, INC$847K1
384SALEM INVESTMENT COUNSELORS INC$836K1
385HOLDERNESS INVESTMENTS CO$832K1
386SPIREPOINT PRIVATE CLIENT, LLC$829K1
387Cresset Asset Management, LLC$822K1
388FIRST NATIONAL TRUST CO$821K1
389Geneos Wealth Management Inc.$816K1
390Marble Harbor Investment Counsel, LLC$810K1
391West Family Investments, Inc.$807K1
392Kingsman Wealth Management, Inc.$804K1
393Engineers Gate Manager LP$800K1
394Live Oak Investment Partners$787K1
395ROCKLAND TRUST CO$777K1
396Legacy Capital Group California, Inc.$776K1
397Cordatus Wealth Management LLC$773K1
398MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$768K1
399GeoWealth Management, LLC$765K1
400Capital Developers, LLC$763K1
401BlackDiamond Wealth Management, LLC$753K1
402Wedmont Private Capital$746K1
403MQS Management LLC$745K1
404ELEVATION POINT WEALTH PARTNERS, LLC$745K1
405Evelyn Partners Investment Management Services Ltd$740K1
406Tuttle Capital Management, LLC$734K1
407MAI Capital Management$733K1
408Callan Family Office, LLC$733K1
409Ruggaard & Associates LLC$731K1
410BURNEY CO/$704K1
411Soltis Investment Advisors LLC$692K1
412Income Insurance Ltd$681K1
413Old North State Wealth Management, LLC$672K1
414Advisors Asset Management, Inc.$670K1
415Schonfeld Strategic Advisors LLC$664K1
416SCS Capital Management LLC$642K1
417Summit Asset Management, LLC$626K1
418Fortune Financial Advisors, LLC$615K1
419Bristol Gate Capital Partners Inc.$613K1
420Concurrent Investment Advisors, LLC$609K1
421Peak Planning Group, LLC$604K1
422Kingsview Wealth Management, LLC$592K1
423FIFTH THIRD BANCORP$590K1
424Modern Wealth Management, LLC$587K1
425DRIVE WEALTH MANAGEMENT, LLC$587K1
426Daiwa Securities Group Inc.$582K1
427Paragon Private Wealth Management, LLC$581K1
428Gateway Wealth Partners, LLC$576K1
429Sollinda Capital Management LLC$575K1
430BENJAMIN EDWARDS INC$571K1
431GC Wealth Management RIA, LLC$571K1
432BIP Wealth, LLC$570K1
433SAX WEALTH ADVISORS, LLC$566K1
434D.A. DAVIDSON & CO.$563K1
435FIDUCIARY TRUST CO$563K1
436Magnus Financial Group LLC$550K1
437OSLO PENSJONSFORSIKRING AS$548K1
438ROMAN BUTLER FULLERTON & CO$546K1
439Armor Investment Advisors, LLC$539K1
440Urban Wealth Management, LLC$534K1
441Quantum Financial Advisors, LLC$533K1
442Certified Advisory Corp$532K1
443CogentBlue Wealth Advisors, LLC$530K1
444Benchmark Financial Wealth Advisors, LLC$523K1
445Cromwell Holdings LLC$521K1
446Apollon Wealth Management, LLC$520K1
447PURSUIT WEALTH STRATEGIES, LLC$515K1
448Blue Trust, Inc.$515K1
449Laurel Wealth Advisors LLC$513K1
450KESTRA PRIVATE WEALTH SERVICES, LLC$508K1
451SEI INVESTMENTS CO$500K1
452GQG Partners LLC$495K1
453Simplicity Wealth,LLC$487K1
454KING LUTHER CAPITAL MANAGEMENT CORP$476K1
455SHEETS SMITH WEALTH MANAGEMENT$470K1
456Quadrant Private Wealth Management, LLC$464K1
457Aviance Capital Partners, LLC$462K1
458Perigon Wealth Management, LLC$461K1
459SEEDS INVESTOR LLC$460K1
460Blueshift Asset Management, LLC$459K1
461WESTWOOD HOLDINGS GROUP INC$458K1
462Groupe la Francaise$457K1
463FORTRESS PRIVATE LEDGER, LLC$456K1
464EXCALIBUR MANAGEMENT CORP$455K1
465Beverly Hills Private Wealth, LLC$454K1
466Triangle Securities Wealth Management$453K1
467Shoker Investment Counsel, Inc.$452K1
468COLDSTREAM CAPITAL MANAGEMENT INC$449K1
469EP Wealth Advisors, LLC$444K1
470Empower Advisory Group, LLC$442K1
471Beacon Bank & Trust$439K1
472August Group Capital Ltd$439K1
473ARQ WEALTH ADVISORS, LLC$438K1
474Smartleaf Asset Management LLC$435K1
475RIVERSEDGE ADVISORS, LLC$430K1
476Phillips Wealth Planners LLC$428K1
477HOWE & RUSLING INC$428K1
478OmniStar Financial Group, Inc.$427K1
479Riverview Trust Co$423K1
480Allworth Financial LP$420K1
481Capital Investment Advisors, LLC$419K1
482Cypress Capital Group$413K1
483Empowered Funds, LLC$409K1
484PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$408K1
485Cypress Wealth Services, LLC$403K1
486GLENMEDE TRUST CO NA$402K1
487Pure Financial Advisors, LLC$398K1
488LOWE BROCKENBROUGH & CO INC$396K1
489VANGUARD PORTFOLIO MANAGEMENT LLC$396K1
490McGrath & Associates, Inc.$394K1
491Chemistry Wealth Management LLC$393K1
492CVA Family Office, LLC$392K1
493LexAurum Advisors, LLC$392K1
494Walleye Capital LLC$391K1
495TOMPKINS FINANCIAL CORP$388K1
496HUB Investment Partners, LLC$385K1
497EARNED WEALTH ADVISORS, LLC$379K1
498OneAscent Family Office, LLC$377K1
499Edgestream Partners, L.P.$375K1
500Apella Capital, LLC$373K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on RY

RETAINED WINDOW · ACTIVE HITS

Zero hits on RY in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for RY · financials and macro

Financials — as filed PLANNED

RY's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: RY on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing