Signals

← Signals

☆BMO

661 in-universe funds with a nonzero position in BMO within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22228
Score / z-0.060 / -0.10
Consensus205.48 over 366 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-15% / 9.9d

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 6,500.9 1.1% 3 -0.4 pp -0.3 pp +1.1 pp +1.1 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 4,287.9 0.1% 3 -0.0 pp +0.0 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 3,657.9 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 2,519.2 2.0% 3 +0.0 pp +0.4 pp +2.0 pp +2.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1,630.2 2.9% 3 -0.4 pp -0.4 pp +2.9 pp +2.9 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1,428.1 1.5% 3 -0.2 pp +0.2 pp +1.5 pp +1.5 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 1,352.1 1.7% 3 +0.3 pp +0.4 pp +1.7 pp +1.7 pp
☆FIL Ltd CIK 0000318989 0.878 1140 1,226.6 0.9% 3 +0.1 pp +0.5 pp +0.9 pp +0.9 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1,210.4 1.4% 4 -0.1 pp -0.0 pp +0.1 pp +1.4 pp
☆NORGES BANK CIK 0001374170 0.994 1617 1,059.3 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 932.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 856.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 844.6 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 821.5 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 814.5 2.0% 3 -0.8 pp -0.2 pp +2.0 pp +2.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 774.7 1.1% 4 -0.3 pp -0.6 pp -0.8 pp +1.1 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 704.8 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 591.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 517.3 1.6% 3 -0.0 pp +0.2 pp +1.6 pp +1.6 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 495.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 465.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 464.5 1.9% 3 -0.1 pp +0.0 pp +1.9 pp +1.9 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 438.8 1.7% 3 -0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 428.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 424.4 0.7% 3 -0.1 pp -0.3 pp +0.7 pp +0.7 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 365.0 0.3% 3 -0.0 pp -0.0 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 311.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 300.8 1.9% 3 -0.1 pp +0.1 pp +1.9 pp +1.9 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 268.8 0.7% 3 -0.2 pp -0.1 pp +0.7 pp +0.7 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 255.9 0.0% 3 -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 241.8 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 217.7 3.6% 3 -0.4 pp -0.3 pp +3.6 pp +3.6 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 204.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 197.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 188.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 186.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 176.2 4.0% 3 -0.2 pp +0.1 pp +4.0 pp +4.0 pp
☆Newport Trust Company, LLC CIK 0001722329 0.972 63 170.7 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Amundi CIK 0001330387 0.000 1 169.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 161.8 1.2% 3 +0.1 pp +0.9 pp +1.2 pp +1.2 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 153.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 140.7 3.9% 3 -0.4 pp -0.2 pp +3.9 pp +3.9 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 132.8 5.0% 3 -0.3 pp +1.0 pp +5.0 pp +5.0 pp
☆Addenda Capital Inc. CIK 0001569411 0.638 128 129.3 3.8% 3 -0.1 pp +0.2 pp +3.8 pp +3.8 pp
☆BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 121.5 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 112.4 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 95.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 94.3 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 88.4 2.6% 3 -4.6 pp -5.5 pp +2.6 pp +2.6 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 83.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 79.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 70.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 69.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 68.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 67.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 66.4 5.8% 3 -0.3 pp +0.2 pp +5.8 pp +5.8 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 63.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 62.2 0.5% 3 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 62.2 1.7% 3 -0.3 pp -0.5 pp +1.7 pp +1.7 pp
☆Value Partners Investments Inc. CIK 0001800916 0.592 104 60.5 4.6% 3 -0.8 pp +0.3 pp +4.6 pp +4.6 pp
☆Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 60.3 4.1% 3 -0.5 pp -0.2 pp +4.1 pp +4.1 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 54.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 52.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Guardian Partners Inc. CIK 0001884799 0.412 391 52.2 4.2% 3 +0.4 pp +0.7 pp +4.2 pp +4.2 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 50.8 0.2% 3 -0.0 pp -0.9 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 49.6 0.0% 4 -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 47.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 45.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 44.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 43.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 41.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 41.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 40.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 39.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 37.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 36.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 35.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 33.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 32.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 30.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 27.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 27.6 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Candriam S.C.A. CIK 0001537014 0.787 677 27.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.763 80 27.1 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Rempart Asset Management Inc. CIK 0001844571 0.589 36 27.0 5.1% 3 -0.2 pp +0.4 pp +5.1 pp +5.1 pp
☆Man Group plc CIK 0001637460 0.631 2032 26.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 26.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investment Management Corp of Ontario CIK 0001811568 0.687 657 24.1 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆FORSTA AP-FONDEN CIK 0001603328 0.000 1 23.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 23.2 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆CANERECTOR INC CIK 0001113234 0.807 9 22.3 10.9% 3 +4.2 pp +0.2 pp +10.9 pp +10.9 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 21.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 21.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 21.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 21.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 19.1 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 18.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 17.1 0.0% 3 -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 16.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 15.4 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Triasima Portfolio Management inc. CIK 0001938757 0.172 127 15.1 2.3% 3 +0.3 pp +0.2 pp +2.3 pp +2.3 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 14.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆USS Investment Management Ltd CIK 0001587381 0.888 617 14.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 13.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 12.8 2.9% 3 -0.1 pp +0.3 pp +2.9 pp +2.9 pp
☆Capital Wealth Planning, LLC CIK 0001566728 0.877 154 12.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆American Assets Investment Management, LLC CIK 0001389256 0.544 146 12.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Claret Asset Management Corp CIK 0001735513 0.442 498 11.6 1.3% 3 -0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 11.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Utah Retirement Systems CIK 0001548392 0.790 1027 10.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 10.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 9.9 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 9.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 9.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 8.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 8.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avanza Fonder AB CIK 0002035325 0.716 459 8.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 8.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JCIC Asset Management Inc. CIK 0001492040 0.574 113 7.8 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 6.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 6.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 6.5 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 6.5 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Lombard Odier Asset Management (Switzerland) SA CIK 0001535660 0.603 453 6.3 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 6.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kepler Cheuvreux (Suisse) SA CIK 0002096459 0.115 162 6.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 6.0 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 5.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 5.6 1.1% 3 -0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆PCJ Investment Counsel Ltd. CIK 0001426318 0.110 62 5.4 1.3% 3 -0.4 pp -0.4 pp +1.3 pp +1.3 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 5.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cumberland Partners Ltd CIK 0001578985 0.443 153 5.3 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆NATIXIS CIK 0001274981 0.561 1107 5.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 4.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Gulf International Bank (UK) Ltd CIK 0001598697 0.000 565 4.7 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
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☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆TCW GROUP INC CIK 0000850401 0.730 629 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Erste Asset Management GmbH CIK 0002024532 0.605 871 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Andra AP-fonden CIK 0001535452 0.270 396 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 -4.1 pp -4.4 pp +0.0 pp +0.0 pp
☆Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherokee Insurance Co CIK 0002077903 0.224 124 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.0 0.0% 0 +0.0 pp -0.0 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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