Signals

RY

750 in-universe funds with a nonzero position in RY within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#585
Score / z0.284 / 0.35
Consensus274.08 over 500 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 9,626.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 8,567.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 8,394.6 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 4,184.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 3,110.7 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 2,952.2 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
FIL Ltd CIK 0000318989 0.878 1140 2,825.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
NORGES BANK CIK 0001374170 0.994 1617 2,599.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2,326.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 2,186.6 4.5% 2 -0.0 pp +4.5 pp +4.5 pp +4.5 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 2,167.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
FMR LLC CIK 0000315066 0.989 5571 1,864.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 1,737.3 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,517.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 1,479.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 1,470.6 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 1,425.5 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,266.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1,191.8 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 1,050.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1,038.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 905.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 862.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 752.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 715.8 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
Fiera Capital Corp CIK 0001505817 0.842 401 626.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 572.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 552.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 488.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 447.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 408.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 404.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 400.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 372.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 338.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 336.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 315.6 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 300.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 295.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 260.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 255.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 254.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Amundi CIK 0001330387 0.000 1 240.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 218.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 213.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 210.5 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 201.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 180.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 178.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 177.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 173.8 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 172.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 154.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 146.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 140.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 139.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Canoe Financial LP CIK 0001908219 0.715 110 137.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 133.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 132.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AXA S.A. CIK 0000898427 0.038 46 125.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 122.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 120.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 116.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 113.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 110.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 108.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 104.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 102.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 102.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 100.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 95.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 86.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 85.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Burgundy Asset Management Ltd. CIK 0001315868 0.000 0 84.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 84.1 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 79.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 77.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 74.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 74.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 73.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 73.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 67.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 65.8 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 65.3 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
Guardian Partners Inc. CIK 0001884799 0.411 391 63.3 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
QV Investors Inc. CIK 0001570253 0.548 68 60.2 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 55.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 52.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 50.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cumberland Partners Ltd CIK 0001578985 0.443 153 48.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 48.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 46.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 45.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 45.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 44.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 44.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value Partners Investments Inc. CIK 0001800916 0.592 104 43.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 40.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 40.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 37.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 35.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 35.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 35.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 33.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Galibier Capital Management Ltd. CIK 0001765768 0.684 38 33.6 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 33.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rathbones Group PLC CIK 0001351991 0.902 665 32.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 32.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 32.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 29.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 28.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 28.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triasima Portfolio Management inc. CIK 0001938757 0.172 127 28.5 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 28.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rempart Asset Management Inc. CIK 0001844571 0.589 36 27.9 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 27.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coleford Investment Management Ltd. CIK 0001939136 0.580 23 26.8 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 26.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 26.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 26.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 26.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 24.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 24.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 24.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 23.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Investment Management Corp of Ontario CIK 0001811568 0.687 657 23.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Capital Research Global Investors CIK 0001422848 0.983 426 23.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 21.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Utah Retirement Systems CIK 0001548392 0.790 1027 20.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 20.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Genus Capital Management Inc. CIK 0001532385 0.111 204 20.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
LPL Financial LLC CIK 0001403438 0.957 5996 18.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 17.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 17.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 17.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Claret Asset Management Corp CIK 0001735513 0.442 498 16.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 16.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 16.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avanza Fonder AB CIK 0002035325 0.716 459 16.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 16.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 16.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 13.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 13.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 13.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 13.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 12.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVIS-REA LTD. CIK 0001482171 0.277 45 11.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 11.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 11.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sienna Gestion CIK 0002021242 0.252 178 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hoese & Co LLP CIK 0001840268 0.583 183 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clean Yield Group CIK 0001525865 0.299 395 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copeland Capital Management, LLC CIK 0001541743 0.466 265 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just RY). Qtrs Held counts distinct quarters this fund has actually held RY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its RY position size. Δ columns are the percentage-point change in RY's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status