Signals

← Signals

☆BMO

734 in-universe funds with a nonzero position in BMO within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1063
Score / z0.080 / 0.05
Consensus226.22 over 400 funds
Momentumnot computed

Price & positioning

227 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 7,118.6 1.3% 4 +0.2 pp -0.2 pp -0.1 pp +1.3 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 3,792.9 1.5% 4 +0.1 pp +0.0 pp -0.0 pp +1.5 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 2,577.0 2.1% 4 +0.1 pp +0.1 pp +0.5 pp +2.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1,785.6 3.1% 4 +0.2 pp -0.2 pp -0.2 pp +3.1 pp
☆FIL Ltd CIK 0000318989 0.878 1140 1,556.9 1.2% 4 +0.3 pp +0.4 pp +0.8 pp +1.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1,453.4 1.5% 4 +0.0 pp -0.2 pp +0.2 pp +1.5 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 1,299.3 1.7% 4 +0.0 pp +0.3 pp +0.4 pp +1.7 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1,162.3 1.4% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,019.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 987.8 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 920.5 2.2% 4 +0.3 pp -0.5 pp +0.1 pp +2.2 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 848.6 2.5% 4 +0.6 pp +0.5 pp +0.7 pp +2.5 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 845.2 0.5% 4 -0.0 pp +0.2 pp +0.2 pp +0.5 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 844.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 839.5 1.6% 4 +0.1 pp +0.1 pp -0.1 pp +1.6 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 731.7 1.2% 4 -0.0 pp -0.1 pp -0.1 pp +1.2 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 681.5 1.2% 5 +0.0 pp -0.3 pp -0.5 pp -0.7 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 675.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 621.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 536.9 1.9% 4 +0.3 pp +0.2 pp +0.4 pp +1.9 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 499.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 473.3 0.8% 4 +0.1 pp -0.0 pp -0.3 pp +0.8 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 471.4 1.6% 4 -0.0 pp -0.1 pp +0.2 pp +1.6 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 466.0 1.9% 4 +0.0 pp -0.1 pp +0.0 pp +1.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 350.4 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 329.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 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 298.2 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 283.2 0.7% 4 -0.1 pp -0.3 pp -0.1 pp +0.7 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 270.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 253.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 230.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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 220.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 213.8 0.1% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 213.3 3.4% 4 -0.1 pp -0.5 pp -0.4 pp +3.4 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 193.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 176.3 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Newport Trust Company, LLC CIK 0001722329 0.972 63 175.6 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 164.8 1.1% 4 -0.1 pp +0.0 pp +0.8 pp +1.1 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 152.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Amundi CIK 0001330387 0.000 1 151.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 151.1 0.5% 4 +0.3 pp +0.3 pp -0.6 pp +0.5 pp
☆MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 141.6 4.1% 4 +0.2 pp -0.2 pp -0.1 pp +4.1 pp
☆Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 135.6 3.7% 4 -0.3 pp -0.5 pp -0.2 pp +3.7 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 135.2 4.8% 4 -0.2 pp -0.5 pp +0.8 pp +4.8 pp
☆Addenda Capital Inc. CIK 0001569411 0.638 128 127.0 3.6% 4 -0.2 pp -0.4 pp -0.1 pp +3.6 pp
☆BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 120.3 0.7% 4 +0.1 pp +0.2 pp +0.2 pp +0.7 pp
☆Alberta Investment Management Corp CIK 0001463559 0.789 663 114.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 110.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 97.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 96.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 91.9 2.4% 4 -0.2 pp -4.8 pp -5.7 pp +2.4 pp
☆BCV Asset Management Inc. CIK 0002110721 0.558 116 88.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 84.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 81.8 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 80.8 5.8% 4 +1.7 pp +1.2 pp +1.4 pp +5.8 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 76.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 73.6 2.0% 4 +0.3 pp -0.1 pp -0.3 pp +2.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 72.4 0.3% 4 -0.1 pp +0.1 pp -0.0 pp +0.3 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 72.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 71.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 67.1 5.8% 4 -0.0 pp -0.4 pp +0.2 pp +5.8 pp
☆Value Partners Investments Inc. CIK 0001800916 0.592 104 59.6 4.5% 4 -0.1 pp -0.9 pp +0.2 pp +4.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 58.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 57.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 54.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 52.7 1.5% 4 +0.7 pp +0.6 pp +0.6 pp +1.5 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 52.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Delaney Capital Management Ltd. CIK 2140766 0.741 53 52.2 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 51.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Guardian Partners Inc. CIK 0001884799 0.411 391 49.9 4.2% 4 -0.0 pp +0.4 pp +0.7 pp +4.2 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 47.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 46.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 46.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 45.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 43.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 43.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Purpose Unlimited Inc. CIK 0002115120 0.732 601 43.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 41.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 40.9 0.0% 4 -0.1 pp -0.1 pp -0.1 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 39.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 39.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 36.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 36.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 33.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Candriam S.C.A. CIK 0001537014 0.787 677 32.9 0.2% 4 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 32.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 32.2 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Wealth Planning, LLC CIK 0001566728 0.877 154 31.7 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 28.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 28.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 27.7 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 27.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Management Corp of Ontario CIK 0001811568 0.687 657 27.0 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Rempart Asset Management Inc. CIK 0001844571 0.589 36 25.9 5.4% 4 +0.3 pp +0.1 pp +0.8 pp +5.4 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 25.3 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 23.9 1.5% 4 -0.1 pp -0.2 pp -0.1 pp +1.5 pp
☆CANERECTOR INC CIK 0001113234 0.807 9 23.6 11.2% 4 +0.3 pp +4.5 pp +0.5 pp +11.2 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 22.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 21.2 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 20.3 0.5% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 19.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Triasima Portfolio Management inc. CIK 0001938757 0.172 127 19.0 2.9% 4 +0.6 pp +0.9 pp +0.8 pp +2.9 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 18.1 0.4% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 17.6 1.0% 4 +0.8 pp +0.5 pp +0.6 pp +1.0 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 16.6 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 15.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Genus Capital Management Inc. CIK 0001532385 0.111 204 15.2 1.7% 4 +1.3 pp +1.3 pp +1.5 pp +1.7 pp
☆USS Investment Management Ltd CIK 0001587381 0.888 617 14.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 14.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 14.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PensionDanmark Pensionsforsikringsaktieselskab CIK 1897090 0.813 590 13.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 13.6 3.2% 4 +0.3 pp +0.2 pp +0.6 pp +3.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 13.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆American Assets Investment Management, LLC CIK 0001389256 0.544 146 13.0 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 12.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 12.1 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Claret Asset Management Corp CIK 0001735513 0.442 498 12.0 1.4% 4 +0.1 pp +0.1 pp +0.2 pp +1.4 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 10.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 10.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Utah Retirement Systems CIK 0001548392 0.790 1027 10.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 10.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 9.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 9.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 8.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avanza Fonder AB CIK 0002035325 0.716 459 8.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Lombard Odier Asset Management (Switzerland) SA CIK 0001535660 0.603 453 8.4 0.3% 3 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆JCIC Asset Management Inc. CIK 0001492040 0.574 113 8.3 2.5% 3 +0.1 pp +0.1 pp +2.5 pp +2.5 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 8.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 8.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 7.7 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 7.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Gulf International Bank (UK) Ltd CIK 0001598697 0.000 565 7.4 0.2% 4 +0.0 pp -0.1 pp +0.0 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 7.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 7.1 0.0% 4 -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 6.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 6.7 0.8% 4 +0.0 pp +0.0 pp +0.1 pp +0.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 6.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 6.5 1.1% 4 +0.2 pp +0.1 pp +0.1 pp +1.1 pp
☆Kepler Cheuvreux (Suisse) SA CIK 0002096459 0.115 162 6.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 6.2 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 6.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 6.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Westerkirk Capital Inc. CIK 0002080423 0.554 212 0.0 0.0% 0 -0.0 pp -0.5 pp +0.0 pp +0.0 pp
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☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FORSTA AP-FONDEN CIK 0001603328 0.000 1 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Cherokee Insurance Co CIK 0002077903 0.224 124 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Employees Provident Fund Board CIK 0001600177 0.852 68 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SIG North Trading, ULC CIK 0001868643 0.319 79 0.0 0.0% 0 -0.4 pp +0.0 pp -1.3 pp +0.0 pp
☆CenterBook Partners LP CIK 0001872738 0.028 693 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 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 +0.0 pp -0.2 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
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 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
☆Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 0.0 0.0% 0 -0.3 pp -0.8 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 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
☆WFA Asset Management Corp CIK 0001994434 0.678 196 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
☆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
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 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
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.0 0.0% 0 +0.0 pp +0.0 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
☆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
☆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
☆Ethic Inc. CIK 0001780570 0.636 1358 0.0 0.0% 0 -0.0 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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nearwater Capital Markets, Ltd CIK 0001915842 0.000 100 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 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
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 0.0 0.0% 0 -0.1 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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 0 -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
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital World Investors CIK 0001422849 0.974 637 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 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
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ATLANTIC FAMILY WEALTH, LLC CIK 0002012511 0.738 64 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 0.0 0.0% 0 +0.0 pp -4.2 pp -4.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 +0.0 pp -4.1 pp -4.4 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
☆Sunpointe, LLC CIK 0002012181 0.156 281 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 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
☆Williamson Legacy Group, LLC CIK 0002011965 0.027 75 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 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
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Voleon Capital Management LP CIK 0001479847 0.338 761 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 0.407 195 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆XPONANCE LLC CIK 0001637541 0.815 1841 0.0 0.0% 0 -0.0 pp +0.0 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
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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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