Filing Research | RBA - RB GLOBAL INC Institutional Holdings

Snapshot holdings

50 / 119 loaded

#		Instrument	quantity
1	Canoe Financial LP	Shares	1.4MSH	$162.9M
2	RIVERBRIDGE PARTNERS LLC	Shares	1.0MSH	$119.7M
3	CIDEL ASSET MANAGEMENT INC	Shares	377.3KSH	$43.9M
4	MONTRUSCO BOLTON INVESTMENTS INC.	Shares	127.5KSH	$14.8M
5	Addenda Capital Inc.	Shares	77.0KSH	$12.7M
6	EverSource Wealth Advisors, LLC	Shares	64.1KSH	$7.5M
7	TECTONIC ADVISORS LLC	Shares	60.7KSH	$7.1M
8	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	56.5KSH	$6.6M
9	Louisiana State Employees Retirement System	Shares	54.5KSH	$6.3M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	52.7KSH	$6.1M
11	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	Shares	48.9KSH	$5.7M
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	44.6KSH	$5.2M
13	Oliver Luxxe Assets LLC	Shares	43.3KSH	$5.0M
14	ARMSTRONG HENRY H ASSOCIATES INC	Shares	40.9KSH	$4.8M
15	Drystone LLC	Shares	33.0KSH	$3.8M
16	INTACT INVESTMENT MANAGEMENT INC.	Shares	30.5KSH	$3.6M
17	PensionDanmark Pensionsforsikringsaktieselskab	Shares	28.3KSH	$3.3M
18	Police & Firemen's Retirement System of New Jersey	Shares	27.9KSH	$3.2M
19	Legacy Wealth Asset Management, LLC	Shares	26.3KSH	$3.1M
20	Fideuram Asset Management (Ireland) dac	Shares	16.6KSH	$2.6M
21	POSTROCK PARTNERS LLC	Shares	17.8KSH	$2.1M
22	MANCHESTER FINANCIAL INC	Shares	15.3KSH	$1.8M
23	BENJAMIN EDWARDS INC	Shares	14.6KSH	$1.7M
24	Crossmark Global Holdings, Inc.	Shares	14.1KSH	$1.6M
25	Pembroke Management, LTD	Shares	13.9KSH	$1.6M
26	SECURIAN ASSET MANAGEMENT, INC	Shares	13.7KSH	$1.5M
27	Avanza Fonder AB	Shares	9.1KSH	$1.5M
28	Avior Wealth Management, LLC	Shares	11.4KSH	$1.3M
29	QRG CAPITAL MANAGEMENT, INC.	Shares	10.8KSH	$1.3M
30	Trust Point Inc.	Shares	10.0KSH	$1.2M
31	Diversified Trust Co	Shares	9.9KSH	$1.1M
32	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	9.1KSH	$1.1M
33	EXCHANGE TRADED CONCEPTS, LLC	Shares	7.6KSH	$879.5K
34	Y-Intercept (Hong Kong) Ltd	Shares	7.3KSH	$851.7K
35	Assenagon Asset Management S.A.	Shares	7.0KSH	$810.1K
36	GAMMA Investing LLC	Shares	6.9KSH	$807.2K
37	Gradient Investments LLC	Shares	6.8KSH	$796.8K
38	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.4KSH	$794.9K
39	Dynamic Advisor Solutions LLC	Shares	6.5KSH	$756.3K
40	Fifth Third Wealth Advisors LLC	Shares	6.3KSH	$732.4K
41	SIGNATUREFD, LLC	Shares	5.9KSH	$689.4K
42	Sequoia Financial Advisors, LLC	Shares	4.5KSH	$525.9K
43	Sunpointe, LLC	Shares	4.3KSH	$497.7K
44	DIVERSIFIED MANAGEMENT INC	Shares	4.0KSH	$465.8K
45	Baron Wealth Management LLC	Shares	3.5KSH	$412.8K
46	MEMBERS WEALTH LLC	Shares	3.5KSH	$409.3K
47	Versant Capital Management, Inc	Shares	3.1KSH	$357.9K
48	Cypress Wealth Services, LLC	Shares	2.6KSH	$297.2K
49	Wedmont Private Capital	Shares	2.5KSH	$269.1K
50	Merit Financial Group, LLC	Shares	2.2KSH	$261.8K

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Manager changes2026-06-30 vs 2026-03-31

50 / 123 loaded

#		Instrument
1	Canoe Financial LP added	Shares	+34.5K	+$31.9M	$162.9M
2	Fideuram Asset Management (Ireland) dac new	Shares	+16.6K	+$2.6M	$2.6M
3	Addenda Capital Inc. unchanged	Shares	0	+$2.4M	$12.7M
4	ARMSTRONG HENRY H ASSOCIATES INC added	Shares	+13.9K	+$2.2M	$4.8M
5	Legacy Wealth Asset Management, LLC added	Shares	+14.8K	+$2.0M	$3.1M
6	Pembroke Management, LTD new	Shares	+13.9K	+$1.6M	$1.6M
7	Louisiana State Employees Retirement System added	Shares	+700	+$1.2M	$6.3M
8	TECTONIC ADVISORS LLC trimmed	Shares	-986	+$1.2M	$7.1M
9	KLEIN PAVLIS & PEASLEY FINANCIAL, INC. added	Shares	+906	+$1.1M	$5.7M
10	EverSource Wealth Advisors, LLC trimmed	Shares	-4.0K	+$941.1K	$7.5M
11	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+3.1K	+$885.3K	$3.3M
12	Oliver Luxxe Assets LLC trimmed	Shares	-320	+$861.8K	$5.0M
13	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-3.7K	+$807.0K	$6.6M
14	Gradient Investments LLC new	Shares	+6.8K	+$796.8K	$796.8K
15	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-3.4K	+$763.0K	$6.1M
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.9K	+$734.3K	$5.2M
17	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+5.6K	+$729.4K	$1.1M
18	Drystone LLC trimmed	Shares	-800	+$603.1K	$3.8M
19	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-592	+$517.6K	$3.2M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.6K	+$425.8K	$794.9K
21	POSTROCK PARTNERS LLC unchanged	Shares	0	+$366.3K	$2.1M
22	MANCHESTER FINANCIAL INC added	Shares	+1	+$315.4K	$1.8M
23	Crossmark Global Holdings, Inc. added	Shares	+232	+$312.2K	$1.6M
24	QRG CAPITAL MANAGEMENT, INC. added	Shares	+865	+$305.6K	$1.3M
25	Avanza Fonder AB unchanged	Shares	0	+$287.7K	$1.5M
26	GAMMA Investing LLC added	Shares	+1.4K	+$277.7K	$807.2K
27	Merit Financial Group, LLC new	Shares	+2.2K	+$261.8K	$261.8K
28	HENGEHOLD CAPITAL MANAGEMENT LLC new	Shares	+2.0K	+$238.7K	$238.7K
29	Avior Wealth Management, LLC trimmed	Shares	-25	+$231.9K	$1.3M
30	Aaron Wealth Advisors LLC new	Shares	+2.0K	+$229.2K	$229.2K
31	FLC Capital Advisors new	Shares	+1.9K	+$225.2K	$225.2K
32	SECURIAN ASSET MANAGEMENT, INC added	Shares	+17	+$218.2K	$1.5M
33	Assenagon Asset Management S.A. added	Shares	+468	+$189.4K	$810.1K
34	SIGNATUREFD, LLC added	Shares	+627	+$182.0K	$689.4K
35	Dynamic Advisor Solutions LLC added	Shares	+217	+$154.6K	$756.3K
36	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-114	+$144.7K	$879.5K
37	Fifth Third Wealth Advisors LLC trimmed	Shares	-63	+$123.5K	$732.4K
38	Sequoia Financial Advisors, LLC added	Shares	+175	+$109.8K	$525.9K
39	Versant Capital Management, Inc added	Shares	+439	+$105.4K	$357.9K
40	Sunpointe, LLC unchanged	Shares	0	+$88.0K	$497.7K
41	Baron Wealth Management LLC trimmed	Shares	-8	+$72.3K	$412.8K
42	Wedmont Private Capital added	Shares	+373	+$57.9K	$269.1K
43	Farther Finance Advisors, LLC added	Shares	+428	+$53.8K	$73.1K
44	Cypress Wealth Services, LLC trimmed	Shares	-5	+$52.1K	$297.2K
45	SBI Okasan Asset Management Co.Ltd. unchanged	Shares	0	+$39.1K	$227.9K
46	Net Worth Advisory Group trimmed	Shares	-131	+$30.0K	$240.8K
47	MassMutual Private Wealth & Trust, FSB added	Shares	+36	+$22.5K	$107.9K
48	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-202	+$21.4K	$230.3K
49	Blue Trust, Inc. trimmed	Shares	-162	+$21.0K	$206.5K
50	TFC Financial Management, Inc. unchanged	Shares	0	+$20.6K	$116.6K

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