Filing Research | ROYAL BK CDA Institutional Holdings

Snapshot holdings

50 / 266 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	1.6MSH	$329.0M
2	Addenda Capital Inc.	Shares	750.8KSH	$220.5M
3	Cardinal Capital Management, Inc.	Shares	892.5KSH	$184.5M
4	Canoe Financial LP	Shares	698.8KSH	$144.6M
5	INTACT INVESTMENT MANAGEMENT INC.	Shares	550.7KSH	$114.0M
6	CIDEL ASSET MANAGEMENT INC	Shares	521.1KSH	$107.9M
7	Rathbones Group PLC	Shares	350.4KSH	$72.5M
8	Triasima Portfolio Management inc.	Shares	255.1KSH	$52.8M
9	MONTRUSCO BOLTON INVESTMENTS INC.	Shares	253.0KSH	$52.4M
10	Value Partners Investments Inc.	Shares	228.4KSH	$47.2M
11	Cardinal Point Capital Management ULC	Shares	192.8KSH	$39.8M
12	Kepler Cheuvreux (Suisse) SA	Shares	122.4KSH	$35.9M
13	GODSEY & GIBB, INC	Shares	170.8KSH	$35.4M
14	PensionDanmark Pensionsforsikringsaktieselskab	Shares	162.1KSH	$33.6M
15	Rempart Asset Management Inc.	Shares	153.5KSH	$31.7M
16	Avanza Fonder AB	Shares	97.3KSH	$28.6M
17	Palisade Asset Management, LLC	Shares	82.6KSH	$17.1M
18	Diversified Trust Co	Shares	67.2KSH	$13.9M
19	JCIC Asset Management Inc.	Shares	83.9KSH	$13.5M
20	Live Oak Private Wealth LLC	Shares	54.8KSH	$11.3M
21	Mediolanum International Funds Ltd	Shares	55.2KSH	$11.3M
22	Merit Financial Group, LLC	Shares	54.1KSH	$11.2M
23	Fideuram Asset Management (Ireland) dac	Shares	34.7KSH	$9.2M
24	VIEWPOINT INVESTMENT PARTNERS CORP	Shares	42.5KSH	$8.8M
25	Cardinal Capital Management	Shares	39.6KSH	$8.2M
26	ASR Vermogensbeheer N.V.	Shares	38.1KSH	$7.9M
27	Counterweight Ventures, LLC	Shares	36.0KSH	$7.4M
28	Pacifica Partners Inc.	Shares	35.8KSH	$7.3M
29	HENNESSY ADVISORS INC	Shares	35.0KSH	$7.2M
30	Crossmark Global Holdings, Inc.	Shares	34.0KSH	$7.0M
31	SIGNATUREFD, LLC	Shares	33.4KSH	$6.9M
32	Quilter Plc	Shares	23.5KSH	$6.9M
33	Gradient Investments LLC	Shares	32.2KSH	$6.7M
34	ASPIRIANT, LLC	Shares	29.3KSH	$6.1M
35	J.W. COLE ADVISORS, INC.	Shares	27.9KSH	$5.8M
36	Trust Co of the South	Shares	26.8KSH	$5.6M
37	LOUISBOURG INVESTMENTS INC.	Shares	25.7KSH	$5.3M
38	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	25.0KSH	$5.2M
39	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	22.6KSH	$4.8M
40	CARY STREET PARTNERS FINANCIAL LLC	Shares	21.9KSH	$4.5M
41	Capital Investment Advisory Services, LLC	Shares	21.0KSH	$4.3M
42	Whitener Capital Management, Inc.	Shares	20.9KSH	$4.3M
43	Sequoia Financial Advisors, LLC	Shares	20.9KSH	$4.3M
44	ALKEME WEALTH, LLC	Shares	20.1KSH	$4.2M
45	Bogart Wealth, LLC	Shares	19.7KSH	$4.1M
46	Old Port Advisors	Shares	19.2KSH	$4.0M
47	Andrew Hill Investment Advisors, Inc.	Shares	17.3KSH	$3.6M
48	Verum Partners LLC	Shares	16.3KSH	$3.4M
49	Applied Capital LLC/FL	Shares	16.2KSH	$3.4M
50	FRANKLIN STREET ADVISORS INC /NC	Shares	15.9KSH	$3.3M

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

50 / 275 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+1.5M	+$321.5M	$329.0M
2	Addenda Capital Inc. added	Shares	+5.1K	+$52.8M	$220.5M
3	Cardinal Capital Management, Inc. trimmed	Shares	-3.2K	+$40.1M	$184.5M
4	Canoe Financial LP added	Shares	+5.3K	+$32.5M	$144.6M
5	CIDEL ASSET MANAGEMENT INC trimmed	Shares	-32.3K	+$18.7M	$107.9M
6	Triasima Portfolio Management inc. added	Shares	+2.1K	+$12.0M	$52.8M
7	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+20.0K	+$10.7M	$33.6M
8	Cardinal Point Capital Management ULC trimmed	Shares	-3.7K	+$8.1M	$39.8M
9	Avanza Fonder AB added	Shares	+3.9K	+$7.6M	$28.6M
10	MONTRUSCO BOLTON INVESTMENTS INC. trimmed	Shares	-25.2K	+$7.5M	$52.4M
11	GODSEY & GIBB, INC trimmed	Shares	-11.1K	+$5.9M	$35.4M
12	J.W. COLE ADVISORS, INC. new	Shares	+27.9K	+$5.8M	$5.8M
13	Rempart Asset Management Inc. trimmed	Shares	-16.1K	+$4.4M	$31.7M
14	Mediolanum International Funds Ltd added	Shares	+6.4K	+$3.6M	$11.3M
15	Andrew Hill Investment Advisors, Inc. new	Shares	+17.3K	+$3.6M	$3.6M
16	Palisade Asset Management, LLC trimmed	Shares	-1.5K	+$3.5M	$17.1M
17	Live Oak Private Wealth LLC added	Shares	+894	+$2.6M	$11.3M
18	Merit Financial Group, LLC trimmed	Shares	-439	+$2.4M	$11.2M
19	SIGNATUREFD, LLC added	Shares	+2.6K	+$1.9M	$6.9M
20	VIEWPOINT INVESTMENT PARTNERS CORP trimmed	Shares	-15	+$1.8M	$8.8M
21	Cardinal Capital Management trimmed	Shares	-152	+$1.8M	$8.2M
22	Counterweight Ventures, LLC added	Shares	+730	+$1.7M	$7.4M
23	ASR Vermogensbeheer N.V. trimmed	Shares	-268	+$1.7M	$7.9M
24	Gradient Investments LLC added	Shares	+1.2K	+$1.6M	$6.7M
25	Quilter Plc trimmed	Shares	-71	+$1.6M	$6.9M
26	HENNESSY ADVISORS INC trimmed	Shares	-600	+$1.5M	$7.2M
27	ASPIRIANT, LLC added	Shares	+946	+$1.5M	$6.1M
28	Pacifica Partners Inc. trimmed	Shares	-1.6K	+$1.3M	$7.3M
29	Trust Co of the South trimmed	Shares	-26	+$1.2M	$5.6M
30	Sequoia Financial Advisors, LLC added	Shares	+1.4K	+$1.2M	$4.3M
31	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+14	+$1.1M	$5.2M
32	LOUISBOURG INVESTMENTS INC. trimmed	Shares	-522	+$1.1M	$5.3M
33	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+38	+$995.2K	$4.5M
34	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-690	+$966.1K	$4.8M
35	Capital Investment Advisory Services, LLC trimmed	Shares	-16	+$945.8K	$4.3M
36	Whitener Capital Management, Inc. trimmed	Shares	-266	+$901.4K	$4.3M
37	Bogart Wealth, LLC unchanged	Shares	0	+$891.8K	$4.1M
38	Old Port Advisors trimmed	Shares	-38	+$861.1K	$4.0M
39	Brookstone Capital Management new	Shares	+3.9K	+$802.6K	$802.6K
40	Verum Partners LLC added	Shares	+1	+$738.0K	$3.4M
41	Applied Capital LLC/FL unchanged	Shares	0	+$732.7K	$3.4M
42	BayBridge Capital Group, LLC new	Shares	+3.5K	+$719.8K	$719.8K
43	FRANKLIN STREET ADVISORS INC /NC trimmed	Shares	-9	+$716.9K	$3.3M
44	ALKEME WEALTH, LLC trimmed	Shares	-1.5K	+$669.5K	$4.2M
45	Columbus Macro, LLC trimmed	Shares	-439	+$640.8K	$3.3M
46	Aprio Wealth Management, LLC added	Shares	+468	+$610.9K	$2.5M
47	QRG CAPITAL MANAGEMENT, INC. added	Shares	+267	+$577.6K	$2.4M
48	Farther Finance Advisors, LLC trimmed	Shares	-665	+$555.8K	$3.2M
49	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-26	+$553.5K	$2.6M
50	Diversified Trust Co trimmed	Shares	-15.4K	+$545.3K	$13.9M

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