Vault-13

ROGERS COMMUNICATIONS INC RCI

CL B · Common Stock · CUSIP 775109200 · ISIN CA7751092007

Canadian telecommunications company

261 institutional holders +4 vs Q1 2025
274,841,208274.8m shares reported held*
$8.2bnreported value*
33 new 107 added 80 reduced 27 sold out net bought ≈ $946.1m (+31.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($209.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $29.76. Options: 15 managers hold calls ($230.0m notional), 16 hold puts ($660.2m).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 263Q4 22: 278Q1 23: 283Q2 23: 279Q3 23: 272Q4 23: 282Q1 24: 282Q2 24: 275Q3 24: 285Q4 24: 268Q1 25: 257Q2 25: 261261Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022263
Q4 2022278
Q1 2023283
Q2 2023279
Q3 2023272
Q4 2023282
Q1 2024282
Q2 2024275
Q3 2024285
Q4 2024268
Q1 2025257
Q2 2025261

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 23: 120 bought or addedQ3 23: 134 cut or sold outQ4 23: 131 bought or addedQ4 23: 133 cut or sold outQ4 23Q1 24: 144 bought or addedQ1 24: 122 cut or sold outQ2 24: 132 bought or addedQ2 24: 144 cut or sold outQ2 24Q3 24: 152 bought or addedQ3 24: 115 cut or sold outQ4 24: 134 bought or addedQ4 24: 133 cut or sold outQ4 24Q1 25: 145 bought or addedQ1 25: 117 cut or sold outQ2 25: 140 bought or addedQ2 25: 107 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023120134
Q4 2023131133
Q1 2024144122
Q2 2024132144
Q3 2024152115
Q4 2024134133
Q1 2025145117
Q2 2025140107

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200m$400m$600m$800mQ3 24 calls: $239.3mQ3 24 puts: $200.3mQ3 24P/C 0.84Q4 24 calls: $273.2mQ4 24 puts: $389.2mQ4 24P/C 1.42Q1 25 calls: $225.6mQ1 25 puts: $426.2mQ1 25P/C 1.89Q2 25 calls: $230.0mQ2 25 puts: $660.2mQ2 25P/C 2.87
Numbers
QuarterCallsPutsP/C
Q3 2024$239.3m$200.3m0.84
Q4 2024$273.2m$389.2m1.42
Q1 2025$225.6m$426.2m1.89
Q2 2025$230.0m$660.2m2.87

Biggest buyers

ROYAL BANK OF CANADA Added +27,822,311+27.8m
PICTON MAHONEY ASSET MANAGEMENT New +2,664,449+2.7m
PLATINUM INVESTMENT MANAGEMENT LTD New +2,624,304+2.6m
TORONTO DOMINION BANK Added +1,830,704+1.8m
NATIONAL BANK OF CANADA /FI/ Added +1,556,392+1.6m
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +1,255,794+1.3m
Canoe Financial LP Added +1,202,579+1.2m
LETKO, BROSSEAU & ASSOCIATES INC Added +868,800+868.8k
SIG North Trading, ULC Added +756,338+756.3k
MORGAN STANLEY Added +722,159+722.2k

Biggest sellers

1832 Asset Management L.P. Reduced -4,061,470-4.1m
MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -2,342,166-2.3m
Connor, Clark & Lunn Investment Management Ltd. Reduced -2,298,991-2.3m
Alberta Investment Management Corp Reduced -1,215,916-1.2m
FIL Ltd Reduced -945,603-945.6k
MILLENNIUM MANAGEMENT LLC Reduced -858,087-858.1k
MACKENZIE FINANCIAL CORP Reduced -743,928-743.9k
CANADA PENSION PLAN INVESTMENT BOARD Reduced -588,100-588.1k
BANK OF AMERICA CORP /DE/ Reduced -553,005-553.0k
GOLDMAN SACHS GROUP INC Reduced -521,920-521.9k

Biggest calls

BANK OF MONTREAL /CAN/ Reduced $59.4m2.0m shares
SIG North Trading, ULC Added $49.8m1.7m shares
D. E. Shaw & Co., Inc. Added $31.0m1.0m shares
TORONTO DOMINION BANK Added $30.3m1.0m shares
ROYAL BANK OF CANADA Reduced $23.6m794.8k shares
GROUP ONE TRADING LLC Reduced $8.0m270.3k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $7.8m263.3k shares
CITADEL ADVISORS LLC Reduced $6.7m227.0k shares
NATIONAL BANK OF CANADA /FI/ Reduced $6.4m2.1k shares
AYAL Capital Advisors Ltd New $4.4m150.0k shares

Biggest puts

ROYAL BANK OF CANADA Added $400.1m13.5m shares
SIG North Trading, ULC Added $152.9m5.2m shares
TORONTO DOMINION BANK Added $70.2m2.4m shares
D. E. Shaw & Co., Inc. Reduced $18.2m614.5k shares
BANK OF MONTREAL /CAN/ Reduced $5.9m200.0k shares
CIBC WORLD MARKET INC. Unchanged $4.5m150.0k shares
Twin Tree Management, LP New $3.4m113.4k shares
NATIONAL BANK OF CANADA /FI/ Added $1.5m521 shares
CITADEL ADVISORS LLC Added $1.0m34.3k shares
UBS Group AG Unchanged $718.7k24.2k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: FIL Ltd (4.5%, 2026-08-06)

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ROYAL BANK OF CANADA 0.15% of their portfolio TORONTO, A6 52,721,99852.7m $1.6bn $1.6bn 0.15% Added +27.8m +27,822,311
2 FIL Ltd 0.86% of their portfolio HAMILTON, D0 34,048,42534.0m $1.0bn $1.0bn 0.86% Reduced -945.6k -945,603
3 BANK OF MONTREAL /CAN/ 0.35% of their portfolio TORONTO, A6 23,312,83023.3m $691.9m $691.9m 0.35% Reduced -269.0k -269,029
4 CIBC WORLD MARKET INC. 1.09% of their portfolio TORONTO, A6 16,604,23716.6m $492.9m $492.9m 1.09% Added +470.9k +470,902
5 NATIONAL BANK OF CANADA /FI/ 0.34% of their portfolio MONTREAL, A8 10,622,07810.6m $314.6m $314.6m 0.34% Added +1.6m +1,556,392
6 Beutel, Goodman & Co Ltd. 1.74% of their portfolio TORONTO, A6 10,308,49510.3m $305.1m $305.1m 1.74% Reduced -292.8k -292,836
7 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.20% of their portfolio BOSTON, MA 9,603,7569.6m $285.0m $285.0m 0.20% Added +1.3m +1,255,794
8 BANK OF NOVA SCOTIA 0.50% of their portfolio TORONTO, A6 8,279,4438.3m $245.5m $245.5m 0.50% Added +280.5k +280,536
9 MACKENZIE FINANCIAL CORP 0.29% of their portfolio TORONTO ONTARIO, A6 7,624,9097.6m $226.3m $226.3m 0.29% Reduced -743.9k -743,928
10 TD Asset Management Inc 0.18% of their portfolio Toronto, A6 7,072,8607.1m $209.4m $209.4m 0.18% Added +594.5k +594,471
11 1832 Asset Management L.P. 0.35% of their portfolio TORONTO, A6 6,854,7996.9m $203.3m $203.3m 0.35% Reduced -4.1m -4,061,470
12 LETKO, BROSSEAU & ASSOCIATES INC 3.82% of their portfolio MONTREAL, A8 6,753,9876.8m $199.9m $199.9m 3.82% Added +868.8k +868,800
13 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 5,016,7005.0m $148.8m $148.8m 0.02% Reduced -521.9k -521,920
14 Burgundy Asset Management Ltd. 1.20% of their portfolio Toronto, A6 4,172,5464.2m $123.5m $123.5m 1.20% Added +662.6k +662,594
15 SCOTIA CAPITAL INC. 0.57% of their portfolio TORONTO, A6 4,093,7764.1m $121.2m $121.2m 0.57% Added +25.6k +25,641
16 TORONTO DOMINION BANK 0.23% of their portfolio TORONTO, ONTARIO, A6 3,653,7973.7m $108.4m $108.4m 0.23% Added +1.8m +1,830,704
17 INTACT INVESTMENT MANAGEMENT INC. 3.26% of their portfolio MONTREAL, A8 3,247,3313.2m $96.3m $96.3m 3.26% Added +333.4k +333,410
18 FIRST TRUST ADVISORS LP 0.08% of their portfolio Wheaton, IL 3,223,7923.2m $95.6m $95.6m 0.08% Reduced -115.2k -115,199
19 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 3,144,9003.1m $96.6m $96.6m 0.01% Added +550.1k +550,132
20 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,900,5232.9m $86.0m $86.0m 0.01% Reduced -553.0k -553,005
21 TD Waterhouse Canada Inc. 0.61% of their portfolio TORONTO, A6 2,820,4502.8m $85.6m $85.6m 0.61% Added +304.8k +304,819
22 SIG North Trading, ULC 17.59% of their portfolio Bala Cynwyd, PA 2,705,4452.7m $80.2m $80.2m 17.59% Added +756.3k +756,338
23 PICTON MAHONEY ASSET MANAGEMENT 1.11% of their portfolio Toronto, A6 2,664,4492.7m $78.7m $78.7m 1.11% New
24 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.02% of their portfolio Boston, MA 2,638,8862.6m $78.3m $78.3m 0.02% Added +152.0k +151,989
25 PLATINUM INVESTMENT MANAGEMENT LTD 5.17% of their portfolio SYDNEY AUSTRALIA 2000, C3 2,624,3042.6m $77.7m $77.7m 5.17% New
26 Value Partners Investments Inc. 5.33% of their portfolio WINNIPEG, A2 2,303,1552.3m $68.2m $68.2m 5.33% Reduced -9.0k -8,981
27 CANADA PENSION PLAN INVESTMENT BOARD 0.06% of their portfolio TORONTO ONTARIO, A6 2,282,4592.3m $67.7m $67.7m 0.06% Reduced -588.1k -588,100
28 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,270,8172.3m $67.4m $67.4m 0.00% Added +8.8k +8,801
29 Federation des caisses Desjardins du Quebec 0.29% of their portfolio LEVIS, A8 2,228,8462.2m $66.0m $66.0m 0.29% Reduced -47.5k -47,495
30 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,175,5332.2m $64.5m $64.5m 0.00% Added +722.2k +722,159
31 Scheer, Rowlett & Associates Investment Management Ltd. 3.85% of their portfolio TORONTO, A6 2,003,7122.0m $59.5m $59.5m 3.85% Added +234.8k +234,764
32 AGF MANAGEMENT LTD 0.33% of their portfolio TORONTO, A6 1,800,4211.8m $72.6m $72.6m 0.33% Added +394.8k +394,848
33 Legal & General Group Plc 0.01% of their portfolio London, X0 1,534,6011.5m $45.4m $45.4m 0.01% Added +196.3k +196,258
34 Canoe Financial LP 0.60% of their portfolio CALGARY, A0 1,421,2281.4m $42.2m $42.2m 0.60% Added +1.2m +1,202,579
35 GABELLI FUNDS LLC 0.27% of their portfolio Rye, NY 1,260,1001.3m $37.4m $37.4m 0.27% Added +50.0k +50,000
36 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.03% of their portfolio Toronto, A6 1,206,0981.2m $35.6m $35.6m 0.03% Reduced -2.3m -2,342,166
37 Swiss National Bank 0.02% of their portfolio ZURICH, V8 1,102,6001.1m $32.6m $32.6m 0.02% Added +78.6k +78,600
38 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 934,712934.7k $27.7m $27.7m 0.00% Added +321.1k +321,124
39 DigitalBridge Group, Inc. 2.58% of their portfolio Boca Raton, FL 868,631868.6k $25.8m $25.8m 2.58% Added +40.1k +40,150
40 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 813,246813.2k $24.1m $24.1m 0.01% Added +65.4k +65,420
41 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 726,774726.8k $21.6m $21.6m 0.00% Reduced -1.0k -1,003
42 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 704,983705.0k $20.9m $20.9m 0.01% Added +126.5k +126,490
43 MUFG SECURITIES (CANADA), LTD. 0.59% of their portfolio NEW YORK, NY 651,329651.3k $19.3m $19.3m 0.59% Added +67.8k +67,813
44 UBS Group AG 0.00% of their portfolio ZURICH, V8 634,600634.6k $18.8m $18.8m 0.00% Added +90.6k +90,556
45 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.04% of their portfolio TORONTO, A6 600,000600.0k $17.8m $17.8m 0.04% New
46 GUARDIAN CAPITAL LP 0.62% of their portfolio TORONTO, A6 592,244592.2k $17.5m $17.5m 0.62% Added +171.6k +171,629
47 QV Investors Inc. 1.71% of their portfolio CALGARY, A0 589,161589.2k $17.4m $17.4m 1.71% New
48 CIBC Asset Management Inc 0.05% of their portfolio TORONTO, Z4 582,014582.0k $17.3m $17.3m 0.05% Added +22.0k +22,037
49 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 570,220570.2k $16.9m $16.9m 0.00% Reduced -288.6k -288,627
50 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 524,615524.6k $15.6m $15.6m 0.00% Reduced -8.1k -8,107
51 Amundi 0.01% of their portfolio Paris, I0 522,965523.0k $16.7m $16.7m 0.01% Reduced -102.8k -102,802
52 Northwest & Ethical Investments L.P. 0.38% of their portfolio TORONTO, A6 516,939516.9k $15.3m $15.3m 0.38% Added +73.6k +73,640
53 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 506,090506.1k $15.0m $15.0m 0.00% Added +129.3k +129,296
54 GAMCO INVESTORS, INC. ET AL 0.14% of their portfolio GREENWICH, CT 469,127469.1k $13.9m $13.9m 0.14% Added +17.0k +17,000
55 BlackRock, Inc. 0.00% of their portfolio New York, NY 448,277448.3k $13.3m $13.3m 0.00% Reduced -60.6k -60,642
56 DekaBank Deutsche Girozentrale 0.02% of their portfolio FRANKFURT, 2M 441,081441.1k $12.7m $12.7m 0.02% Reduced -14.6k -14,606
57 Varma Mutual Pension Insurance Co 0.09% of their portfolio Varma, H9 406,500406.5k $12.0m $12.0m 0.09% New
58 Harvest Portfolios Group Inc. 0.27% of their portfolio Oakville, A6 396,045396.0k $11.7m $11.7m 0.27% Added +61.5k +61,522
59 BOOTHBAY FUND MANAGEMENT, LLC 0.34% of their portfolio NEW YORK, NY 376,455376.5k $11.2m $11.2m 0.34% Added +40.1k +40,150
60 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 375,857375.9k $11.1m $11.1m 0.02% Added +363.4k +363,447
61 Guardian Partners Inc. 1.03% of their portfolio TORONTO, Z4 355,812355.8k $11.5m $11.5m 1.03% Added +52.3k +52,302
62 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 338,760338.8k $10.0m $10.0m 0.01% Reduced -52.6k -52,626
63 Cardinal Point Capital Management ULC 0.79% of their portfolio TORONTO, A6 336,263336.3k $10.0m $10.0m 0.79% Added +8.7k +8,711
64 Quadrature Capital Ltd 0.16% of their portfolio LONDON, X0 319,100319.1k $9.4m $9.4m 0.16% Reduced -306.5k -306,500
65 LOUISBOURG INVESTMENTS INC. 2.16% of their portfolio DIEPPE, A3 309,985310.0k $9.2m $9.2m 2.16% Added +61.5k +61,482
66 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 307,899307.9k $9.1m $9.1m 0.00% Added +2.0k +2,026
67 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 303,132303.1k $9.0m $9.0m 0.01% Reduced -12.7k -12,708
68 Twin Tree Management, LP 0.21% of their portfolio DALLAS, TX 286,853286.9k $8.5m $8.5m 0.21% Added +18.8k +18,757
69 Polar Asset Management Partners Inc. 0.20% of their portfolio TORONTO, A6 272,800272.8k $8.1m $8.1m 0.20% Added +147.8k +147,800
70 Alberta Investment Management Corp 0.06% of their portfolio EDMONTON, A0 266,700266.7k $7.9m $7.9m 0.06% Reduced -1.2m -1,215,916
71 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 257,357257.4k $7.6m $7.6m 0.00% Added +7.6k +7,618
72 AVIVA PLC 0.02% of their portfolio LONDON, X0 253,736253.7k $7.5m $7.5m 0.02% Added +15.8k +15,753
73 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 241,321241.3k $7.2m $7.2m 0.00% Reduced -94.1k -94,138
74 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 237,432237.4k $7.0m $7.0m 0.00% Reduced -65.8k -65,849
75 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 215,400215.4k $6.4m $6.4m 0.01% Reduced -858.1k -858,087
76 TWO SIGMA ADVISERS, LP 0.01% of their portfolio NEW YORK, NY 211,300211.3k $6.3m $6.3m 0.01% Added +203.3k +203,300
77 State of Tennessee, Department of Treasury 0.02% of their portfolio NASHVILLE, TN 209,154209.2k $6.2m $6.2m 0.02% Unchanged
78 Pictet Asset Management Holding SA 0.01% of their portfolio CAROUGE, V8 208,524208.5k $6.2m $6.2m 0.01% Added +8.4k +8,360
79 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% of their portfolio VICTORIA, A1 208,158208.2k $6.2m $6.2m 0.04% Reduced -4.5k -4,487
80 Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% of their portfolio ZURICH, V8 195,839195.8k $5.8m $5.8m 0.01% Reduced -32.6k -32,620
81 Addenda Capital Inc. 0.28% of their portfolio MONTREAL, A8 188,459188.5k $7.7m $7.7m 0.28% Reduced -1.2k -1,237
82 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 183,107183.1k $5.4m $5.4m 0.00% Reduced -56.4k -56,357
83 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.02% of their portfolio COLUMBUS, OH 173,024173.0k $5.1m $5.1m 0.02% Reduced -67.0k -67,048
84 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 170,994171.0k $5.0m $5.0m 0.01% Reduced -31.7k -31,748
85 MERITAGE PORTFOLIO MANAGEMENT 0.30% of their portfolio OVERLAND PARK, KS 159,115159.1k $4.7m $4.7m 0.30% Added +92.2k +92,235
86 FMR LLC 0.00% of their portfolio BOSTON, MA 144,935144.9k $4.3m $4.3m 0.00% Added +740 +740
87 Anson Funds Management LP 0.73% of their portfolio DALLAS, TX 134,165134.2k $4.0m $4.0m 0.73% Reduced -8.0k -8,007
88 Mn Services Vermogensbeheer B.V. 0.03% of their portfolio THE HAGUE, P7 132,460132.5k $3.9m $3.9m 0.03% Added +6.4k +6,400
89 Lorne Steinberg Wealth Management Inc. 0.95% of their portfolio MONTREAL, QUEBEC, Z4 122,961123.0k $3.6m $3.6m 0.95% Added +2.0k +1,964
90 APG Asset Management N.V. 0.01% of their portfolio Amsterdam, P7 110,800110.8k $2.8m $2.8m 0.01% Added +1.8k +1,800
91 Verition Fund Management LLC 0.02% of their portfolio GREENWICH, CT 105,040105.0k $3.1m $3.1m 0.02% Added +75.0k +74,955
92 JTC Employer Solutions Trustee Ltd 0.29% of their portfolio ST HELIER, Y9 103,931103.9k $3.1m $3.1m 0.29% Added +1.4k +1,386
93 FORSTA AP-FONDEN 0.02% of their portfolio STOCKHOLM, V7 102,100102.1k $3.0m $3.0m 0.02% Added +24.0k +24,000
94 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 100,941100.9k $3.0m $3.0m 0.00% Added +18.9k +18,936
95 MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.33% of their portfolio MISSISSAUGA, A6 100,811100.8k $3.0m $3.0m 0.33% Added +21.3k +21,304
96 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 95,64795.6k $2.8m $2.8m 0.00% Added +12.5k +12,534
97 MACQUARIE GROUP LTD 0.00% of their portfolio Sydney, NSW 2000, C3 93,14393.1k $3.6m $3.6m 0.00% Added +14.0k +14,000
98 Korea Investment CORP 0.01% of their portfolio SEOUL, M5 85,74585.7k $2.5m $2.5m 0.01% Reduced -400 -400
99 Aviso Financial Inc. 0.11% of their portfolio TORONTO, A6 79,76979.8k $2.4m $2.4m 0.11% Reduced -51.3k -51,263
100 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 79,34379.3k $2.4m $2.4m 0.00% Added +13.7k +13,689