ROYAL BK CDA (RY)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
43
Reporting holders
$36.1M
Reported value
0.0%
Calls
0.0%
Puts
-961
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Pacifica Partners Inc. | $6.6M | 34,229 | 2.00% | 28q | -4.4%-$304.2K |
| Gradient Investments LLC | $5.9M | 29,902 | 0.08% | 32q | -7.0%-$442.1K |
| ALKEME WEALTH, LLC | $3.6M | 18,213 | 1.35% | 32q | -9.3%-$366.6K |
| Farther Finance Advisors, LLC | $3.2M | 16,206 | 0.02% | 13q | +6.1%+$182.4K |
| Applied Capital LLC/FL | $3.2M | 16,197 | 1.27% | 16q | HELD |
| Versant Capital Management, Inc | $1.7M | 8,456 | 0.14% | 32q | +3.9%+$62.5K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $1.2M | 6,252 | 0.01% | 3q | +0.6%+$7.1K |
| Legacy Wealth Asset Management, LLC | $1.0M | 5,120 | 0.22% | 12q | -1.8%-$18.3K |
| ROCKLAND TRUST CO | $943.6K | 4,800 | 0.04% | 5q | HELD |
| Wedmont Private Capital | $752.5K | 3,949 | 0.02% | 20q | +1.8%+$13.5K |
| RIVERSEDGE ADVISORS, LLC | $589.0K | 2,996 | 0.07% | 8q | +3.0%+$17.3K |
| Avidian Wealth Enterprises, LLC | $552.1K | 2,808 | 0.02% | 3q | +51.1%+$186.8K |
| TOMPKINS FINANCIAL CORP | $471.8K | 2,400 | 0.03% | 19q | HELD |
| Galvin, Gaustad & Stein, LLC | $446.4K | 2,270 | 0.03% | 16q | HELD |
| Mallini Complete Financial Planning LLC | $436.4K | 2,220 | 0.31% | 8q | HELD |
| Valeo Financial Advisors, LLC | $434.7K | 2,211 | 0.01% | 6q | +14.6%+$55.4K |
| Apella Capital, LLC | $427.0K | 2,233 | 0.01% | 4q | +3.6%+$14.9K |
| Aventus Investment Advisors, Inc. | $412.8K | 2,100 | 0.30% | 6q | HELD |
| Cooper Financial Group | $346.0K | 1,760 | 0.03% | 4q | +5.3%+$17.5K |
| Balefire, LLC | $319.3K | 1,624 | 0.05% | 2q | +10.5%+$30.3K |
| EASTERN BANK | $313.2K | 1,593 | 0.00% | 9q | -3.4%-$11.0K |
| Iowa State Bank | $305.3K | 1,553 | 0.05% | 6q | HELD |
| First Heartland Consultants, Inc. | $291.4K | 1,483 | 0.02% | 5q | +0.5%+$1.6K |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $291.3K | 1,482 | 0.19% | 4q | -6.4%-$19.9K |
| Montecito Bank & Trust | $274.2K | 1,395 | 0.04% | 2q | -2.1%-$5.9K |
| MassMutual Private Wealth & Trust, FSB | $257.5K | 1,310 | 0.01% | 22q | -1.8%-$4.7K |
| Echo45 Advisors LLC | $257.1K | 1,308 | 0.12% | 5q | +5.0%+$12.2K |
| Brown Shipley& Co Ltd | $249.4K | 1,265 | 0.12% | 15q | -88.1%-$1.9M |
| Dickmeyer Boyce Financial Management, Inc. | $245.5K | 1,249 | 0.13% | 3q | HELD |
| Global Wealth Strategies & Associates | $215.3K | 1,095 | 0.04% | new | NEW |
| Rosenberg Matthew Hamilton | $179.9K | 915 | 0.03% | 27q | HELD |
| CoreCap Advisors, LLC | $142.3K | 724 | 0.00% | 9q | HELD |
| Bank of New Hampshire | $129.7K | 660 | 0.03% | 4q | HELD |
| GK Wealth Management LLC | $100.0K | 508 | 0.06% | new | NEW |
| Roxbury Financial LLC | $98.4K | 501 | 0.08% | 8q | +12.8%+$11.2K |
| Mn Services Vermogensbeheer B.V. | $81.6K | 413,777 | 0.61% | 11q | +1.6%+$1.3K |
| Bullock Wealth Management Group | $70.1K | 359 | 0.03% | 11q | HELD |
| Paladin Partners, LLC | $41.1K | 209 | 0.03% | 2q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $39.3K | 200 | 0.00% | 5q | HELD |
| GAMMA Investing LLC | $24.8K | 126 | 0.00% | 11q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $18.7K | 95 | 0.01% | 2q | HELD |
| Bangor Savings Bank | $3.9K | 20 | 0.00% | 4q | HELD |
| Trust Co | $1.4K | 7 | 0.00% | 4q | HELD |
| MAGNOLIA CAPITAL MANAGEMENT LTD | $956 | 4,865 | 0.68% | 28q | HELD |
| Noble Wealth Management PBC | $590 | 3 | 0.00% | 2q | HELD |
| CX Institutional | $350 | 1,778 | 0.01% | 7q | -2.3% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 43 | $36.1M | 184,006 | 2 | 13 | 9 | 0.0% |
| Q2 2026 | 1,004 | $136.6B | 637,471,143 | 113 | 301 | 298 | 2.0% |
| Q1 2026 | 950 | $100.3B | 606,565,445 | 91 | 300 | 271 | 2.0% |
| Q4 2025 | 922 | $108.1B | 616,344,970 | 104 | 282 | 229 | 2.5% |
| Q3 2025 | 844 | $93.2B | 617,450,312 | 93 | 263 | 221 | 2.2% |
| Q2 2025 | 810 | $94.5B | 702,547,985 | 79 | 256 | 233 | 2.0% |
| Q1 2025 | 772 | $73.3B | 636,430,964 | 62 | 255 | 227 | 1.9% |
| Q4 2024 | 786 | $84.2B | 679,600,402 | 62 | 237 | 218 | 2.5% |
| Q3 2024 | 731 | $85.9B | 666,759,798 | 85 | 202 | 204 | 1.8% |
| Q2 2024 | 685 | $72.4B | 668,834,203 | 69 | 207 | 204 | 1.4% |
| Q1 2024 | 671 | $68.1B | 660,021,959 | 40 | 189 | 207 | 1.6% |
| Q4 2023 | 683 | $67.5B | 650,891,411 | 70 | 198 | 207 | 1.9% |
| Q3 2023 | 649 | $58.7B | 653,864,996 | 42 | 181 | 218 | 2.3% |
| Q2 2023 | 655 | $62.1B | 636,601,342 | 47 | 177 | 197 | 1.5% |
| Q1 2023 | 673 | $64.0B | 628,551,399 | 60 | 185 | 182 | 1.7% |
| Q4 2022 | 666 | $59.3B | 612,333,303 | 66 | 163 | 201 | 2.5% |
| Q3 2022 | 622 | $55.5B | 600,726,477 | 29 | 213 | 167 | 1.8% |
| Q2 2022 | 650 | $58.7B | 591,388,742 | 42 | 210 | 180 | 1.5% |
| Q1 2022 | 681 | $67.5B | 601,511,135 | 62 | 186 | 213 | 1.4% |
| Q4 2021 | 661 | $65.8B | 601,551,269 | 61 | 191 | 189 | 2.7% |
| Q3 2021 | 620 | $62.1B | 606,595,425 | 49 | 192 | 166 | 2.3% |
| Q2 2021 | 610 | $61.9B | 601,627,962 | 61 | 180 | 163 | 1.2% |
| Q1 2021 | 599 | $57.7B | 614,110,045 | 64 | 200 | 166 | 1.2% |
| Q4 2020 | 586 | $51.3B | 611,473,805 | 58 | 173 | 169 | 1.5% |
| Q3 2020 | 529 | $43.4B | 605,748,830 | 50 | 151 | 165 | 1.1% |
| Q2 2020 | 516 | $42.2B | 614,976,898 | 49 | 156 | 170 | 1.1% |
| Q1 2020 | 517 | $38.8B | 620,968,740 | 29 | 162 | 190 | 1.6% |
| Q4 2019 | 577 | $51.0B | 619,135,903 | 50 | 150 | 165 | 1.5% |
| Q3 2019 | 544 | $51.3B | 623,447,415 | 49 | 145 | 156 | 1.1% |
| Q2 2019 | 539 | $50.7B | 630,543,426 | 47 | 143 | 181 | 1.0% |
| Q1 2019 | 546 | $48.4B | 634,570,816 | 54 | 149 | 188 | 0.5% |
| Q4 2018 | 526 | $43.4B | 621,176,785 | 4 | 15 | 9 | 0.7% |