Signals

← Signals

☆BMO

530 in-universe funds with a nonzero position in BMO within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#22899
Score / z-0.001 / -0.02
Consensus195.19 over 339 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 7,244.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 3,567.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 3,148.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1,912.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1,499.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1,211.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆NORGES BANK CIK 0001374170 0.994 1617 1,184.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1,114.6 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 844.4 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 797.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 758.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 707.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 686.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 655.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 606.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 599.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 537.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 528.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 481.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIL Ltd CIK 0000318989 0.878 1140 461.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 453.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 428.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 395.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 393.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 387.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 382.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 369.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 347.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 280.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 253.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 240.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 230.4 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 222.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 218.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 200.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 175.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 154.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Newport Trust Company, LLC CIK 0001722329 0.972 63 148.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 144.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 139.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 135.8 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 135.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 122.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 117.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 112.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 110.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addenda Capital Inc. CIK 0001569411 0.638 128 101.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 92.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 89.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 84.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 82.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 77.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 69.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 67.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 65.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 61.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆AVIVA PLC CIK 0001140022 0.925 854 60.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 59.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 58.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 57.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 56.5 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Value Partners Investments Inc. CIK 0001800916 0.592 104 56.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 54.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 51.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 50.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 46.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 45.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 44.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 44.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 42.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 41.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 40.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Partners Inc. CIK 0001884799 0.411 391 38.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 38.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 37.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 36.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 33.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 33.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 30.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 27.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORSTA AP-FONDEN CIK 0001603328 0.000 1 26.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 25.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Rempart Asset Management Inc. CIK 0001844571 0.589 36 24.4 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 22.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 21.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 21.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 21.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 20.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 18.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CANERECTOR INC CIK 0001113234 0.807 9 18.9 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆AXA S.A. CIK 0000898427 0.038 46 18.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 17.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 17.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 17.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 16.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.013 136 15.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Investment Management Corp of Ontario CIK 0001811568 0.687 657 15.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 15.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 14.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 14.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 12.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 12.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 12.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 12.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆USS Investment Management Ltd CIK 0001587381 0.888 617 12.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 12.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 11.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triasima Portfolio Management inc. CIK 0001938757 0.172 127 11.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 10.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claret Asset Management Corp CIK 0001735513 0.442 498 9.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 9.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Twin Tree Management, LP CIK 0001535588 0.000 420 9.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Utah Retirement Systems CIK 0001548392 0.790 1027 9.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 7.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 6.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Avanza Fonder AB CIK 0002035325 0.716 459 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 6.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 6.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SIG North Trading, ULC CIK 0001868643 0.319 79 6.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 5.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 5.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 5.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCJ Investment Counsel Ltd. CIK 0001426318 0.110 62 5.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 5.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gulf International Bank (UK) Ltd CIK 0001598697 0.000 565 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank & Trust Co CIK 0002026082 0.255 303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆STEPH & CO CIK 0000941519 0.731 283 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just BMO). Qtrs Held counts distinct quarters this fund has actually held BMO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BMO position size. Δ columns are the percentage-point change in BMO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status