Transalta Corp (TAC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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MacKenzie Financial Corp

DECREASED

Shares4,680,519 from 4,894,853

Change-214,334 (-4%)

Value$56.6M (-$39.4M)

Filed 2026-11-02

Dimensional Fund Advisors LP

INCREASED

Shares1,778,341 from 1,669,233

Change+109,108 (+7%)

Value$21.5M (-$1.6M)

Filed 2026-11-04

Canoe Financial LP

INCREASED

Shares1,659,100 from 550,000

Change+1,109,100 (+202%)

Value$20.2M (+$12.6M)

Filed 2026-10-21

Citigroup Inc

DECREASED

Shares771,232 from 1,083,166

Change-311,934 (-29%)

Value$9.4M (-$5.6M)

Filed 2026-11-04

Intact Investment Management Inc.

INCREASED

Shares658,000 from 627,000

Change+31,000 (+5%)

Value$8.0M (-$711.0K)

Filed 2026-11-03

TD Waterhouse Canada Inc.

INCREASED

Shares386,696 from 332,341

Change+54,355 (+16%)

Value$4.7M (+$177.9K)

Filed 2026-10-16

CenterBook Partners LP

INCREASED

Shares362,410 from 236,778

Change+125,632 (+53%)

Value$4.4M (+$1.1M)

Filed 2026-11-02

CIBC Asset Management Inc

INCREASED

Shares295,749 from 283,609

Change+12,140 (+4%)

Value$3.6M (-$332.9K)

Filed 2026-11-05

Y-Intercept (Hong Kong) Ltd

NEW

Shares245,272

Change+245,272

Value$3.0M

Filed 2026-10-16

Cardinal Point Capital Management ULC

DECREASED

Shares182,010 from 182,560

Change-550 (0%)

Value$2.2M (-$311.6K)

Filed 2026-10-21

Guardian Partners Inc.

UNCHANGED

Shares66,059 from 66,059

Change0 (0%)

Value$801.2K (-$112.3K)

Filed 2026-10-21

Pictet Asset Management Holding SA

INCREASED

Shares58,663 from 58,009

Change+654 (+1%)

Value$711.5K (-$90.7K)

Filed 2026-11-03

Hennion & Walsh Asset Management, Inc.

INCREASED

Shares56,452 from 45,842

Change+10,610 (+23%)

Value$681.9K (+$47.9K)

Filed 2026-10-13

Creative Planning

DECREASED

Shares55,029 from 56,635

Change-1,606 (-3%)

Value$664.7K (-$118.5K)

Filed 2026-11-02

Clear Harbor Asset Management, LLC

UNCHANGED

Shares40,700 from 40,700

Change0 (0%)

Value$491.7K (-$71.2K)

Filed 2026-11-05

Simplex Trading, LLC

DECREASED

Shares39,145 from 41,771

Change-2,626 (-6%)

Value$472.9K (-$104.8K)

Filed 2026-11-04

AGF Management LTD

NEW

Shares32,295

Change+32,295

Value$393.5K

Filed 2026-11-03

Signaturefd, LLC

INCREASED

Shares25,447 from 24,714

Change+733 (+3%)

Value$307.4K (-$34.4K)

Filed 2026-10-23

Swiss Life Asset Management Ltd

INCREASED

Shares19,990 from 19,042

Change+948 (+5%)

Value$242.4K (-$20.3K)

Filed 2026-11-03

Lee Financial Co

UNCHANGED

Shares13,003 from 13,003

Change0 (0%)

Value$157.7K (-$22.8K)

Filed 2026-10-16

Savant Capital, LLC

DECREASED

Shares12,373 from 28,549

Change-16,176 (-57%)

Value$149.5K (-$234.6K)

Filed 2026-11-06

Miller Howard Investments Inc

INCREASED

Shares10,559 from 10,557

Change+2 (+0%)

Value$127.6K (-$18.5K)

Filed 2026-10-26

Lanark Financial, Inc.

INCREASED

Shares3,316 from 3,315

Change+1 (+0%)

Value$40.1K (-$5.8K)

Filed 2026-10-26

EverSource Wealth Advisors, LLC

DECREASED

Shares2,217 from 2,338

Change-121 (-5%)

Value$26.8K (-$5.6K)

Filed 2026-11-04

US Bancorp \de\

INCREASED

Shares1,812 from 1,483

Change+329 (+22%)

Value$21.9K (+$1.4K)

Filed 2026-11-05

Costello Asset Management, Inc

UNCHANGED

Shares1,800 from 1,800

Change0 (0%)

Value$21.7K (-$3.2K)

Filed 2026-10-30

Sterling Capital Management LLC

UNCHANGED

Shares1,024 from 1,024

Change0 (0%)

Value$12.4K (-$1.8K)

Filed 2026-10-22

Westside Investment Management, Inc.

UNCHANGED

Shares962 from 962

Change0 (0%)

Value$11.9K (-$1.4K)

Filed 2026-11-02

Caitong International Asset Management Co., Ltd

INCREASED

Shares486 from 103

Change+383 (+372%)

Value$5.9K (+$4.4K)

Filed 2026-10-29

Parallel Advisors, LLC

DECREASED

Shares359 from 526

Change-167 (-32%)

Value$4.3K (-$2.9K)

Filed 2026-11-03

Pacifica Partners Inc.

UNCHANGED

Shares175 from 175

Change0 (0%)

Value$2.1K (-$223)

Filed 2026-10-09

Next Level Wealth Planning, LLC

NEW

Shares160

Change+160

Value$1.9K

Filed 2026-10-29

Larson Financial Group LLC

DECREASED

Shares139 from 711

Change-572 (-80%)

Value$1.7K (-$8.2K)

Filed 2026-11-05

Farther Finance Advisors, LLC

DECREASED

Shares99 from 132

Change-33 (-25%)

Value$1.2K (-$630)

Filed 2026-10-08

Physician Wealth Advisors, Inc.

INCREASED

Shares85 from 39

Change+46 (+118%)

Value$1.0K (+$487)

Filed 2026-10-20

Blue Trust, Inc.

NEW

Shares80

Change+80

Value$966

Filed 2026-10-15

SBI Securities Co., Ltd.

UNCHANGED

Shares71 from 71

Change0 (0%)

Value$858 (-$124)

Filed 2026-10-22

Silver Grove Financial Group, Inc.

UNCHANGED

Shares66 from 66

Change0 (0%)

Value$797 (-$116)

Filed 2026-11-05

Proathlete Wealth Management LLC

UNCHANGED

Shares37 from 37

Change0 (0%)

Value$446 (-$65)

Filed 2026-10-15

PensionDanmark Pensionsforsikringsaktieselskab

CLOSED

Shares0 from 40,527

Change-40,527 (-100%)

Value$0 (-$560.5K)

Filed 2026-10-19

DekaBank Deutsche Girozentrale

CLOSED

Shares0 from 34,081

Change-34,081 (-100%)

Value$0 (-$442)

Filed 2026-10-27

Quadrant Capital Group LLC

CLOSED

Shares0 from 14,852

Change-14,852 (-100%)

Value$0 (-$205.4K)

Filed 2026-10-20

Sage Rhino Capital LLC

CLOSED

Shares0 from 11,078

Change-11,078 (-100%)

Value$0 (-$153.2K)

Filed 2026-10-28

Bell Investment Advisors, Inc

CLOSED

Shares0 from 42

Change-42 (-100%)

Value$0 (-$581)

Filed 2026-10-29

Royal Bank of Canada

N/A

Shares— from 28,204,092

Change-28,204,092 (-100%)

Value—

Brookfield Corp

N/A

Shares— from 26,960,857

Change-26,960,857 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 21,875,088

Change-21,875,088 (-100%)

Value—

Rubric Capital Management LPA

N/A

Shares— from 20,232,011

Change-20,232,011 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 11,710,560

Change-11,710,560 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 11,392,068

Change-11,392,068 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 10,620,447

Change-10,620,447 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 10,427,393

Change-10,427,393 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 8,925,097

Change-8,925,097 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 7,798,076

Change-7,798,076 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 6,833,786

Change-6,833,786 (-100%)

Value—

Arvin Capital Management LP

N/A

Shares— from 3,742,183

Change-3,742,183 (-100%)

Value—

Norges Bank

N/A

Shares— from 3,581,371

Change-3,581,371 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 3,188,021

Change-3,188,021 (-100%)

Value—

Oaktree Capital Management LP

N/A

Shares— from 3,000,000

Change-3,000,000 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 2,395,977

Change-2,395,977 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 2,300,636

Change-2,300,636 (-100%)

Value—

Value Aligned Research Advisors, LLC

N/A

Shares— from 2,139,907

Change-2,139,907 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,121,932

Change-2,121,932 (-100%)

Value—

Yaupon Capital Management LP

N/A

Shares— from 2,065,064

Change-2,065,064 (-100%)

Value—

Rokos Capital Management LLP

N/A

Shares— from 2,061,847

Change-2,061,847 (-100%)

Value—

Bank of Nova Scotia

N/A

Shares— from 2,049,412

Change-2,049,412 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,858,480

Change-1,858,480 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 1,692,630

Change-1,692,630 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 1,530,553

Change-1,530,553 (-100%)

Value—

Man Group plc

N/A

Shares— from 1,419,091

Change-1,419,091 (-100%)

Value—

Clearbridge Investments, LLC

N/A

Shares— from 1,349,499

Change-1,349,499 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 1,322,695

Change-1,322,695 (-100%)

Value—

Mmcap International Inc. SPC

N/A

Shares— from 1,310,100

Change-1,310,100 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,250,024

Change-1,250,024 (-100%)

Value—

British Columbia Investment Management Corp

N/A

Shares— from 1,176,414

Change-1,176,414 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 1,100,078

Change-1,100,078 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 1,058,999

Change-1,058,999 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 974,257

Change-974,257 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 900,731

Change-900,731 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 892,403

Change-892,403 (-100%)

Value—

Barclays PLC

N/A

Shares— from 862,316

Change-862,316 (-100%)

Value—

Purpose Unlimited Inc.

N/A

Shares— from 685,712

Change-685,712 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 660,073

Change-660,073 (-100%)

Value—

Clayton Partners LLC

N/A

Shares— from 658,516

Change-658,516 (-100%)

Value—

PCJ Investment Counsel Ltd.

N/A

Shares— from 653,290

Change-653,290 (-100%)

Value—

NewGen Asset Management Ltd

N/A

Shares— from 550,000

Change-550,000 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 538,800

Change-538,800 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 522,654

Change-522,654 (-100%)

Value—

VAN Lanschot Kempen Investment Management N.V.

N/A

Shares— from 518,686

Change-518,686 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 484,476

Change-484,476 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 470,824

Change-470,824 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 460,460

Change-460,460 (-100%)

Value—

Potrero Capital Research LLC

N/A

Shares— from 439,186

Change-439,186 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 427,537

Change-427,537 (-100%)

Value—

Westerly Capital Management, LLC

N/A

Shares— from 400,000

Change-400,000 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 362,046

Change-362,046 (-100%)

Value—

Ardsley Advisory Partners LP

N/A

Shares— from 345,000

Change-345,000 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 290,774

Change-290,774 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 277,256

Change-277,256 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 269,484

Change-269,484 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 262,657

Change-262,657 (-100%)

Value—

Polar Asset Management Partners Inc.

N/A

Shares— from 250,000

Change-250,000 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 230,842

Change-230,842 (-100%)

Value—

Tacita Capital Inc

N/A

Shares— from 222,601

Change-222,601 (-100%)

Value—

Healthcare of Ontario Pension Plan Trust Fund

N/A

Shares— from 217,100

Change-217,100 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 213,115

Change-213,115 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 212,436

Change-212,436 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 206,397

Change-206,397 (-100%)

Value—

Peak6 LLC

N/A

Shares— from 184,817

Change-184,817 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 163,700

Change-163,700 (-100%)

Value—

Hartree Partners, LP

N/A

Shares— from 150,000

Change-150,000 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 148,296

Change-148,296 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 133,249

Change-133,249 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 133,142

Change-133,142 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 132,447

Change-132,447 (-100%)

Value—

Jupiter Asset Management LTD

N/A

Shares— from 113,548

Change-113,548 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 112,354

Change-112,354 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 109,555

Change-109,555 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 104,287

Change-104,287 (-100%)

Value—

Capital Innovations LLC

N/A

Shares— from 99,595

Change-99,595 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 99,352

Change-99,352 (-100%)

Value—

BTG Pactual Asset Management US LLC

N/A

Shares— from 91,810

Change-91,810 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 91,598

Change-91,598 (-100%)

Value—

SIG North Trading, ULC

N/A

Shares— from 90,847

Change-90,847 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 86,903

Change-86,903 (-100%)

Value—

Greenland Capital Management LP

N/A

Shares— from 77,990

Change-77,990 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 77,856

Change-77,856 (-100%)

Value—

Alberta Investment Management Corp

N/A

Shares— from 70,852

Change-70,852 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 70,504

Change-70,504 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 68,300

Change-68,300 (-100%)

Value—

Ayal Capital Advisors Ltd

N/A

Shares— from 65,000

Change-65,000 (-100%)

Value—

Blackstone Inc.

N/A

Shares— from 62,875

Change-62,875 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 61,050

Change-61,050 (-100%)

Value—

Diametric Capital, LP

N/A

Shares— from 60,877

Change-60,877 (-100%)

Value—

Rathbones Group PLC

N/A

Shares— from 57,012

Change-57,012 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 50,683

Change-50,683 (-100%)

Value—

Northwest & Ethical Investments L.P.

N/A

Shares— from 46,412

Change-46,412 (-100%)

Value—

Investment Management Corp of Ontario

N/A

Shares— from 40,601

Change-40,601 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 40,551

Change-40,551 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 37,657

Change-37,657 (-100%)

Value—

Caption Management, LLC

N/A

Shares— from 36,300

Change-36,300 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 33,800

Change-33,800 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 31,508

Change-31,508 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 26,886

Change-26,886 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 23,553

Change-23,553 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 22,100

Change-22,100 (-100%)

Value—

Periscope Capital Inc.

N/A

Shares— from 22,000

Change-22,000 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 20,392

Change-20,392 (-100%)

Value—

First Eagle Investment Management, LLC

N/A

Shares— from 20,360

Change-20,360 (-100%)

Value—

Metis Global Partners, LLC

N/A

Shares— from 20,026

Change-20,026 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 19,858

Change-19,858 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 17,971

Change-17,971 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 17,661

Change-17,661 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 16,961

Change-16,961 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 16,194

Change-16,194 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 14,374

Change-14,374 (-100%)

Value—

Bridgewater Associates, LP

N/A

Shares— from 14,225

Change-14,225 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 13,367

Change-13,367 (-100%)

Value—

Claret Asset Management Corp

N/A

Shares— from 12,965

Change-12,965 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 12,288

Change-12,288 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 11,488

Change-11,488 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 11,298

Change-11,298 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 4,850

Change-4,850 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,211

Change-2,211 (-100%)

Value—

Persistent Asset Partners Ltd

N/A

Shares— from 2,085

Change-2,085 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,258

Change-1,258 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 718

Change-718 (-100%)

Value—

Aviso Financial Inc.

N/A

Shares— from 668

Change-668 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 480

Change-480 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 437

Change-437 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 338

Change-338 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 329

Change-329 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 318

Change-318 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 247

Change-247 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 199

Change-199 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 192

Change-192 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 52

Change-52 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 21

Change-21 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 15

Change-15 (-100%)

Value—

	Status
MacKenzie Financial Corp	DECREASED	4,680,519	4,894,853	-214,334	-4%	$96.0M	$56.6M	-$39.4M	2026-11-02
Dimensional Fund Advisors LP	INCREASED	1,778,341	1,669,233	+109,108	+7%	$23.1M	$21.5M	-$1.6M	2026-11-04
Canoe Financial LP	INCREASED	1,659,100	550,000	+1,109,100	+202%	$7.6M	$20.2M	+$12.6M	2026-10-21
Citigroup Inc	DECREASED	771,232	1,083,166	-311,934	-29%	$15.0M	$9.4M	-$5.6M	2026-11-04
Intact Investment Management Inc.	INCREASED	658,000	627,000	+31,000	+5%	$8.7M	$8.0M	-$711.0K	2026-11-03
TD Waterhouse Canada Inc.	INCREASED	386,696	332,341	+54,355	+16%	$4.5M	$4.7M	+$177.9K	2026-10-16
CenterBook Partners LP	INCREASED	362,410	236,778	+125,632	+53%	$3.3M	$4.4M	+$1.1M	2026-11-02
CIBC Asset Management Inc	INCREASED	295,749	283,609	+12,140	+4%	$3.9M	$3.6M	-$332.9K	2026-11-05
Y-Intercept (Hong Kong) Ltd	NEW	245,272	—	+245,272	—	—	$3.0M	—	2026-10-16
Cardinal Point Capital Management ULC	DECREASED	182,010	182,560	-550	0%	$2.5M	$2.2M	-$311.6K	2026-10-21
Guardian Partners Inc.	UNCHANGED	66,059	66,059	0	0%	$913.5K	$801.2K	-$112.3K	2026-10-21
Pictet Asset Management Holding SA	INCREASED	58,663	58,009	+654	+1%	$802.2K	$711.5K	-$90.7K	2026-11-03
Hennion & Walsh Asset Management, Inc.	INCREASED	56,452	45,842	+10,610	+23%	$634.0K	$681.9K	+$47.9K	2026-10-13
Creative Planning	DECREASED	55,029	56,635	-1,606	-3%	$783.3K	$664.7K	-$118.5K	2026-11-02
Clear Harbor Asset Management, LLC	UNCHANGED	40,700	40,700	0	0%	$562.9K	$491.7K	-$71.2K	2026-11-05
Simplex Trading, LLC	DECREASED	39,145	41,771	-2,626	-6%	$577.7K	$472.9K	-$104.8K	2026-11-04
AGF Management LTD	NEW	32,295	—	+32,295	—	—	$393.5K	—	2026-11-03
Signaturefd, LLC	INCREASED	25,447	24,714	+733	+3%	$341.8K	$307.4K	-$34.4K	2026-10-23
Swiss Life Asset Management Ltd	INCREASED	19,990	19,042	+948	+5%	$262.7K	$242.4K	-$20.3K	2026-11-03
Lee Financial Co	UNCHANGED	13,003	13,003	0	0%	$180.5K	$157.7K	-$22.8K	2026-10-16
Savant Capital, LLC	DECREASED	12,373	28,549	-16,176	-57%	$384.1K	$149.5K	-$234.6K	2026-11-06
Miller Howard Investments Inc	INCREASED	10,559	10,557	+2	+0%	$146.0K	$127.6K	-$18.5K	2026-10-26
Lanark Financial, Inc.	INCREASED	3,316	3,315	+1	+0%	$45.8K	$40.1K	-$5.8K	2026-10-26
EverSource Wealth Advisors, LLC	DECREASED	2,217	2,338	-121	-5%	$32.3K	$26.8K	-$5.6K	2026-11-04
US Bancorp \de\	INCREASED	1,812	1,483	+329	+22%	$20.5K	$21.9K	+$1.4K	2026-11-05
Costello Asset Management, Inc	UNCHANGED	1,800	1,800	0	0%	$24.9K	$21.7K	-$3.2K	2026-10-30
Sterling Capital Management LLC	UNCHANGED	1,024	1,024	0	0%	$14.2K	$12.4K	-$1.8K	2026-10-22
Westside Investment Management, Inc.	UNCHANGED	962	962	0	0%	$13.3K	$11.9K	-$1.4K	2026-11-02
Caitong International Asset Management Co., Ltd	INCREASED	486	103	+383	+372%	$1.4K	$5.9K	+$4.4K	2026-10-29
Parallel Advisors, LLC	DECREASED	359	526	-167	-32%	$7.3K	$4.3K	-$2.9K	2026-11-03
Pacifica Partners Inc.	UNCHANGED	175	175	0	0%	$2.3K	$2.1K	-$223	2026-10-09
Next Level Wealth Planning, LLC	NEW	160	—	+160	—	—	$1.9K	—	2026-10-29
Larson Financial Group LLC	DECREASED	139	711	-572	-80%	$9.8K	$1.7K	-$8.2K	2026-11-05
Farther Finance Advisors, LLC	DECREASED	99	132	-33	-25%	$1.8K	$1.2K	-$630	2026-10-08
Physician Wealth Advisors, Inc.	INCREASED	85	39	+46	+118%	$540	$1.0K	+$487	2026-10-20
Blue Trust, Inc.	NEW	80	—	+80	—	—	$966	—	2026-10-15
SBI Securities Co., Ltd.	UNCHANGED	71	71	0	0%	$982	$858	-$124	2026-10-22
Silver Grove Financial Group, Inc.	UNCHANGED	66	66	0	0%	$913	$797	-$116	2026-11-05
Proathlete Wealth Management LLC	UNCHANGED	37	37	0	0%	$511	$446	-$65	2026-10-15
PensionDanmark Pensionsforsikringsaktieselskab	CLOSED	0	40,527	-40,527	-100%	$560.5K	$0	-$560.5K	2026-10-19
DekaBank Deutsche Girozentrale	CLOSED	0	34,081	-34,081	-100%	$442	$0	-$442	2026-10-27
Quadrant Capital Group LLC	CLOSED	0	14,852	-14,852	-100%	$205.4K	$0	-$205.4K	2026-10-20
Sage Rhino Capital LLC	CLOSED	0	11,078	-11,078	-100%	$153.2K	$0	-$153.2K	2026-10-28
Bell Investment Advisors, Inc	CLOSED	0	42	-42	-100%	$581	$0	-$581	2026-10-29
Royal Bank of Canada	N/A	—	28,204,092	-28,204,092	-100%	$390.1M	—	—	—
Brookfield Corp	N/A	—	26,960,857	-26,960,857	-100%	$372.9M	—	—	—
Bank of Montreal	N/A	—	21,875,088	-21,875,088	-100%	$302.3M	—	—	—
Rubric Capital Management LPA	N/A	—	20,232,011	-20,232,011	-100%	$279.8M	—	—	—
Toronto Dominion Bank	N/A	—	11,710,560	-11,710,560	-100%	$161.8M	—	—	—
Morgan Stanley	N/A	—	11,392,068	-11,392,068	-100%	$157.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	10,620,447	-10,620,447	-100%	$146.9M	—	—	—
Millennium Management LLC	N/A	—	10,427,393	-10,427,393	-100%	$144.1M	—	—	—
Bank of America Corp	N/A	—	8,925,097	-8,925,097	-100%	$123.4M	—	—	—
Vanguard Capital Management LLC	N/A	—	7,798,076	-7,798,076	-100%	$107.9M	—	—	—
American Century Companies Inc	N/A	—	6,833,786	-6,833,786	-100%	$94.5M	—	—	—
Arvin Capital Management LP	N/A	—	3,742,183	-3,742,183	-100%	$51.8M	—	—	—
Norges Bank	N/A	—	3,581,371	-3,581,371	-100%	$49.5M	—	—	—
Citadel Advisors LLC	N/A	—	3,188,021	-3,188,021	-100%	$44.1M	—	—	—
Oaktree Capital Management LP	N/A	—	3,000,000	-3,000,000	-100%	$41.5M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	2,395,977	-2,395,977	-100%	$33.1M	—	—	—
CIBC World Market Inc.	N/A	—	2,300,636	-2,300,636	-100%	$31.8M	—	—	—
Value Aligned Research Advisors, LLC	N/A	—	2,139,907	-2,139,907	-100%	$29.6M	—	—	—
FMR LLC	N/A	—	2,121,932	-2,121,932	-100%	$29.4M	—	—	—
Yaupon Capital Management LP	N/A	—	2,065,064	-2,065,064	-100%	$28.6M	—	—	—
Rokos Capital Management LLP	N/A	—	2,061,847	-2,061,847	-100%	$28.5M	—	—	—
Bank of Nova Scotia	N/A	—	2,049,412	-2,049,412	-100%	$28.3M	—	—	—
UBS Group AG	N/A	—	1,858,480	-1,858,480	-100%	$25.7M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	1,692,630	-1,692,630	-100%	$23.4M	—	—	—
National Bank of Canada	N/A	—	1,530,553	-1,530,553	-100%	$21.0M	—	—	—
Man Group plc	N/A	—	1,419,091	-1,419,091	-100%	$19.6M	—	—	—
Clearbridge Investments, LLC	N/A	—	1,349,499	-1,349,499	-100%	$18.7M	—	—	—
Renaissance Technologies LLC	N/A	—	1,322,695	-1,322,695	-100%	$18.3M	—	—	—
Mmcap International Inc. SPC	N/A	—	1,310,100	-1,310,100	-100%	$18.1M	—	—	—
State Street Corp	N/A	—	1,250,024	-1,250,024	-100%	$17.3M	—	—	—
British Columbia Investment Management Corp	N/A	—	1,176,414	-1,176,414	-100%	$16.3M	—	—	—
Balyasny Asset Management L.P.	N/A	—	1,100,078	-1,100,078	-100%	$15.2M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	1,058,999	-1,058,999	-100%	$14.6M	—	—	—
TD Asset Management Inc	N/A	—	974,257	-974,257	-100%	$13.5M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	900,731	-900,731	-100%	$12.5M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	892,403	-892,403	-100%	$12.3M	—	—	—
Barclays PLC	N/A	—	862,316	-862,316	-100%	$11.9M	—	—	—
Purpose Unlimited Inc.	N/A	—	685,712	-685,712	-100%	$9.5M	—	—	—
JPMorgan Chase & Co	N/A	—	660,073	-660,073	-100%	$9.0M	—	—	—
Clayton Partners LLC	N/A	—	658,516	-658,516	-100%	$9.1M	—	—	—
PCJ Investment Counsel Ltd.	N/A	—	653,290	-653,290	-100%	$9.0M	—	—	—
NewGen Asset Management Ltd	N/A	—	550,000	-550,000	-100%	$7.6M	—	—	—
Swiss National Bank	N/A	—	538,800	-538,800	-100%	$7.4M	—	—	—
Invesco Ltd.	N/A	—	522,654	-522,654	-100%	$7.2M	—	—	—
VAN Lanschot Kempen Investment Management N.V.	N/A	—	518,686	-518,686	-100%	$10.2M	—	—	—
BNP Paribas Financial Markets	N/A	—	484,476	-484,476	-100%	$6.7M	—	—	—
Scotia Capital Inc.	N/A	—	470,824	-470,824	-100%	$6.4M	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	460,460	-460,460	-100%	$6.3M	—	—	—
Potrero Capital Research LLC	N/A	—	439,186	-439,186	-100%	$6.1M	—	—	—
Point72 Asset Management, L.P.	N/A	—	427,537	-427,537	-100%	$5.9M	—	—	—
Westerly Capital Management, LLC	N/A	—	400,000	-400,000	-100%	$5.5M	—	—	—
Boothbay Fund Management, LLC	N/A	—	362,046	-362,046	-100%	$5.0M	—	—	—
Ardsley Advisory Partners LP	N/A	—	345,000	-345,000	-100%	$4.8M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	290,774	-290,774	-100%	$4.0M	—	—	—
Qube Research & Technologies Ltd	N/A	—	277,256	-277,256	-100%	$3.8M	—	—	—
Legal & General Group Plc	N/A	—	269,484	-269,484	-100%	$3.7M	—	—	—
Susquehanna International Group, LLP	N/A	—	262,657	-262,657	-100%	$3.6M	—	—	—
Polar Asset Management Partners Inc.	N/A	—	250,000	-250,000	-100%	$3.5M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	230,842	-230,842	-100%	$3.2M	—	—	—
Tacita Capital Inc	N/A	—	222,601	-222,601	-100%	$3.1M	—	—	—
Healthcare of Ontario Pension Plan Trust Fund	N/A	—	217,100	-217,100	-100%	$3.0M	—	—	—
Geode Capital Management, LLC	N/A	—	213,115	-213,115	-100%	$3.0M	—	—	—
Nuveen, LLC	N/A	—	212,436	-212,436	-100%	$2.9M	—	—	—
BlackRock, Inc.	N/A	—	206,397	-206,397	-100%	$2.9M	—	—	—
Peak6 LLC	N/A	—	184,817	-184,817	-100%	$2.6M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	163,700	-163,700	-100%	$2.3M	—	—	—
Hartree Partners, LP	N/A	—	150,000	-150,000	-100%	$2.1M	—	—	—
Raymond James Financial Inc	N/A	—	148,296	-148,296	-100%	$2.1M	—	—	—
HRT Financial LP	N/A	—	133,249	-133,249	-100%	$1.8M	—	—	—
Jane Street Group, LLC	N/A	—	133,142	-133,142	-100%	$1.8M	—	—	—
Picton Mahoney Asset Management	N/A	—	132,447	-132,447	-100%	$1.8M	—	—	—
Jupiter Asset Management LTD	N/A	—	113,548	-113,548	-100%	$1.6M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	112,354	-112,354	-100%	$1.6M	—	—	—
Quantbot Technologies LP	N/A	—	109,555	-109,555	-100%	$1.5M	—	—	—
Jupiter Topco LLC	N/A	—	104,287	-104,287	-100%	$1.4M	—	—	—
Capital Innovations LLC	N/A	—	99,595	-99,595	-100%	$1.4M	—	—	—
Vident Advisory, LLC	N/A	—	99,352	-99,352	-100%	$1.4M	—	—	—
BTG Pactual Asset Management US LLC	N/A	—	91,810	-91,810	-100%	$1.3M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	91,598	-91,598	-100%	$1.3M	—	—	—
SIG North Trading, ULC	N/A	—	90,847	-90,847	-100%	$1.3M	—	—	—
Mariner, LLC	N/A	—	86,903	-86,903	-100%	$1.2M	—	—	—
Greenland Capital Management LP	N/A	—	77,990	-77,990	-100%	$1.1M	—	—	—
Gotham Asset Management, LLC	N/A	—	77,856	-77,856	-100%	$1.1M	—	—	—
Alberta Investment Management Corp	N/A	—	70,852	-70,852	-100%	$979.2K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	70,504	-70,504	-100%	$975.4K	—	—	—
Bessemer Group Inc	N/A	—	68,300	-68,300	-100%	$943.0K	—	—	—
Ayal Capital Advisors Ltd	N/A	—	65,000	-65,000	-100%	$899.0K	—	—	—
Blackstone Inc.	N/A	—	62,875	-62,875	-100%	$869.6K	—	—	—
Walleye Capital LLC	N/A	—	61,050	-61,050	-100%	$844.3K	—	—	—
Diametric Capital, LP	N/A	—	60,877	-60,877	-100%	$841.9K	—	—	—
Rathbones Group PLC	N/A	—	57,012	-57,012	-100%	$788.5K	—	—	—
Engineers Gate Manager LP	N/A	—	50,683	-50,683	-100%	$700.9K	—	—	—
Northwest & Ethical Investments L.P.	N/A	—	46,412	-46,412	-100%	$641.3K	—	—	—
Investment Management Corp of Ontario	N/A	—	40,601	-40,601	-100%	$561.5K	—	—	—
Alliancebernstein L.P.	N/A	—	40,551	-40,551	-100%	$531.2K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	37,657	-37,657	-100%	$520.8K	—	—	—
Caption Management, LLC	N/A	—	36,300	-36,300	-100%	$502.0K	—	—	—
Private Advisor Group, LLC	N/A	—	33,800	-33,800	-100%	$467.5K	—	—	—
Canada Life Assurance Co	N/A	—	31,508	-31,508	-100%	$428	—	—	—
Franklin Resources Inc	N/A	—	26,886	-26,886	-100%	$371.6K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	23,553	-23,553	-100%	$325.7K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	22,100	-22,100	-100%	$305.6K	—	—	—
Periscope Capital Inc.	N/A	—	22,000	-22,000	-100%	$304.2K	—	—	—
Deutsche Bank Ag\	N/A	—	20,392	-20,392	-100%	$282.0K	—	—	—
First Eagle Investment Management, LLC	N/A	—	20,360	-20,360	-100%	$281.4K	—	—	—
Metis Global Partners, LLC	N/A	—	20,026	-20,026	-100%	$276.9K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	19,858	-19,858	-100%	$274.6K	—	—	—
Allianz Asset Management GmbH	N/A	—	17,971	-17,971	-100%	$248.5K	—	—	—
Public Sector Pension Investment Board	N/A	—	17,661	-17,661	-100%	$244.1K	—	—	—
Advisory Services Network, LLC	N/A	—	16,961	-16,961	-100%	$234.6K	—	—	—
LPL Financial LLC	N/A	—	16,194	-16,194	-100%	$224.0K	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	14,374	-14,374	-100%	$198.8K	—	—	—
Bridgewater Associates, LP	N/A	—	14,225	-14,225	-100%	$196.7K	—	—	—
XTX Topco Ltd	N/A	—	13,367	-13,367	-100%	$184.9K	—	—	—
Claret Asset Management Corp	N/A	—	12,965	-12,965	-100%	$179.0K	—	—	—
Russell Investments Group, Ltd.	N/A	—	12,288	-12,288	-100%	$169.9K	—	—	—
Envestnet Asset Management Inc	N/A	—	11,488	-11,488	-100%	$158.9K	—	—	—
Ballentine Partners, LLC	N/A	—	11,298	-11,298	-100%	$156.3K	—	—	—
Group One Trading LLC	N/A	—	4,850	-4,850	-100%	$67.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,211	-2,211	-100%	$30.6K	—	—	—
Persistent Asset Partners Ltd	N/A	—	2,085	-2,085	-100%	$28.8K	—	—	—
Wells Fargo & Company	N/A	—	1,258	-1,258	-100%	$17.4K	—	—	—
Jones Financial Companies Lllp	N/A	—	718	-718	-100%	$9.9K	—	—	—
Aviso Financial Inc.	N/A	—	668	-668	-100%	$9.2K	—	—	—
WealthCollab, LLC	N/A	—	480	-480	-100%	$6.6K	—	—	—
Allworth Financial LP	N/A	—	437	-437	-100%	$6.0K	—	—	—
Fiduciary Financial Advisors	N/A	—	338	-338	-100%	$4.7K	—	—	—
Arax Advisory Partners	N/A	—	329	-329	-100%	$4.6K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	318	-318	-100%	$4.4K	—	—	—
Smartleaf Asset Management LLC	N/A	—	247	-247	-100%	$3.4K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	199	-199	-100%	$2.8K	—	—	—
Harbour Investments, Inc.	N/A	—	192	-192	-100%	$2.7K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	52	-52	-100%	$719	—	—	—
Investors Portfolio Services LLC	N/A	—	25	-25	-100%	$346	—	—	—
Bogart Wealth, LLC	N/A	—	21	-21	-100%	$290	—	—	—
Rhumbline Advisers	N/A	—	15	-15	-100%	$207	—	—	—

Showing 180 of 180 institutions