Signals

← Signals

☆BMO

805 in-universe funds with a nonzero position in BMO within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24450
Score / z-0.135 / -0.18
Consensus241.52 over 427 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 9,218.0 1.6% 5 +0.2 pp +0.4 pp +0.0 pp +0.2 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 4,966.6 1.8% 5 +0.3 pp +0.4 pp +0.3 pp +0.2 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 3,619.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 2,691.6 2.3% 5 +0.2 pp +0.3 pp +0.3 pp +0.7 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2,191.6 3.7% 5 +0.6 pp +0.8 pp +0.3 pp +0.4 pp
☆FIL Ltd CIK 0000318989 0.878 1140 2,179.1 1.6% 5 +0.4 pp +0.6 pp +0.7 pp +1.2 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 2,142.6 2.1% 6 +0.7 pp +0.7 pp +0.6 pp +0.7 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1,836.0 1.6% 5 +0.1 pp +0.1 pp -0.0 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 1,683.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 1,644.0 2.0% 5 +0.3 pp +0.3 pp +0.6 pp +0.7 pp
☆NORGES BANK CIK 0001374170 0.994 1617 1,553.3 0.2% 1 +0.2 pp +0.0 pp +0.2 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,456.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 1,281.2 0.7% 5 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 1,197.4 2.6% 5 +0.4 pp +0.7 pp -0.1 pp +0.5 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1,128.7 3.0% 5 +0.5 pp +1.1 pp +1.0 pp +1.2 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 1,107.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 994.5 1.7% 5 +0.0 pp +0.2 pp +0.1 pp -0.1 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 959.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 957.5 1.4% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 920.0 1.4% 6 +0.2 pp +0.2 pp -0.1 pp -0.3 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 744.2 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 737.1 1.1% 5 +0.3 pp +0.3 pp +0.3 pp -0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 677.1 1.3% 5 +0.6 pp +0.6 pp +0.3 pp +0.5 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 646.6 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 593.7 1.8% 5 -0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 587.8 2.2% 5 +0.3 pp +0.3 pp +0.2 pp +0.3 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 567.1 2.1% 5 +0.4 pp +0.4 pp +0.4 pp +0.6 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 512.9 0.0% 7 +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 449.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 416.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 367.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 324.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 283.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 252.1 3.7% 5 +0.3 pp +0.2 pp -0.2 pp -0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 235.8 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 224.5 1.4% 5 +0.7 pp +0.8 pp +0.9 pp +0.9 pp
☆Newport Trust Company, LLC CIK 0001722329 0.972 63 222.6 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Amundi CIK 0001330387 0.000 1 217.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 217.4 1.3% 5 +0.2 pp +0.1 pp +0.2 pp +1.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 212.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 207.9 0.5% 5 +0.1 pp +0.4 pp +0.4 pp -0.5 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 202.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 191.6 0.1% 7 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 176.3 4.3% 5 +0.6 pp +0.3 pp +0.1 pp +0.4 pp
☆MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 175.0 4.7% 5 +0.6 pp +0.8 pp +0.4 pp +0.6 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 172.0 6.0% 5 +1.2 pp +0.9 pp +0.7 pp +1.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 168.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 166.7 1.5% 3 +1.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Addenda Capital Inc. CIK 0001569411 0.638 128 156.7 4.3% 5 +0.7 pp +0.5 pp +0.3 pp +0.6 pp
☆Alberta Investment Management Corp CIK 0001463559 0.789 663 143.0 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 130.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCV Asset Management Inc. CIK 0002110721 0.558 116 113.2 3.4% 2 +0.4 pp +3.4 pp +3.4 pp +3.4 pp
☆AVIVA PLC CIK 0001140022 0.925 854 111.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 110.8 3.1% 5 +1.6 pp +2.4 pp +2.3 pp +2.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 109.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 108.6 2.6% 5 +0.2 pp +0.0 pp -4.6 pp -5.5 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 104.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 99.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 93.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 90.4 0.1% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 82.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 81.3 1.9% 5 -0.1 pp +0.1 pp -0.2 pp -0.4 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 79.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 78.9 5.7% 5 -0.1 pp +1.5 pp +1.1 pp +1.3 pp
☆BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 78.8 6.5% 5 +0.8 pp +0.8 pp +0.4 pp +1.0 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 78.6 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 76.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 72.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 72.2 0.3% 5 -0.0 pp -0.1 pp +0.0 pp -0.1 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 71.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 64.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 64.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delaney Capital Management Ltd. CIK 2140766 0.741 53 63.6 10.1% 2 +1.7 pp +10.1 pp +10.1 pp +10.1 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 62.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 61.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Partners Inc. CIK 0001884799 0.411 391 53.7 4.8% 5 +0.7 pp +0.7 pp +1.1 pp +1.3 pp
☆Purpose Unlimited Inc. CIK 0002115120 0.732 601 52.9 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 51.9 2.5% 5 +1.5 pp +2.3 pp +2.1 pp +2.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 51.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 50.8 1.0% 3 +0.5 pp +0.9 pp +1.0 pp +1.0 pp
☆Capital Wealth Planning, LLC CIK 0001566728 0.877 154 45.6 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 44.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 42.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Value Partners Investments Inc. CIK 0001800916 0.592 104 42.3 3.0% 5 -1.6 pp -1.7 pp -2.5 pp -1.4 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 37.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Candriam S.C.A. CIK 0001537014 0.787 677 36.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 36.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 36.2 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Investment Management Corp of Ontario CIK 0001811568 0.687 657 35.3 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 34.4 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 32.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 31.0 1.8% 5 +0.3 pp +0.2 pp +0.1 pp +0.2 pp
☆Rempart Asset Management Inc. CIK 0001844571 0.589 36 30.7 6.3% 5 +0.9 pp +1.2 pp +1.0 pp +1.6 pp
☆MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 30.4 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 28.9 0.7% 6 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 28.2 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triasima Portfolio Management inc. CIK 0001938757 0.172 127 27.2 3.7% 5 +0.8 pp +1.4 pp +1.7 pp +1.6 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 26.8 0.5% 6 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Genus Capital Management Inc. CIK 0001532385 0.111 204 25.9 2.5% 5 +0.8 pp +2.1 pp +2.1 pp +2.3 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 25.4 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 25.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 24.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 22.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 22.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆SEB Asset Management AB CIK 0002127509 0.832 700 22.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CANERECTOR INC CIK 0001113234 0.807 9 22.1 10.1% 5 -1.1 pp -0.8 pp +3.4 pp -0.6 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 21.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 20.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 20.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PensionDanmark Pensionsforsikringsaktieselskab CIK 1897090 0.813 590 20.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 19.1 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 18.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 18.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 18.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 18.0 3.7% 5 +0.5 pp +0.8 pp +0.6 pp +1.0 pp
☆USS Investment Management Ltd CIK 0001587381 0.888 617 17.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆American Assets Investment Management, LLC CIK 0001389256 0.544 146 17.0 1.0% 4 +0.1 pp +0.2 pp +0.1 pp +1.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 16.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kepler Cheuvreux (Suisse) SA CIK 0002096459 0.115 162 16.0 0.9% 3 +0.5 pp +0.6 pp +0.9 pp +0.9 pp
☆Claret Asset Management Corp CIK 0001735513 0.442 498 15.7 1.7% 5 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 15.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 14.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 14.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 14.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 13.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avanza Fonder AB CIK 0002035325 0.716 459 12.9 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Utah Retirement Systems CIK 0001548392 0.790 1027 12.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 11.9 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lombard Odier Asset Management (Switzerland) SA CIK 0001535660 0.603 453 11.4 0.4% 4 +0.0 pp +0.1 pp +0.3 pp +0.4 pp
☆Man Group plc CIK 0001637460 0.631 2032 11.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 11.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 10.6 2.9% 1 +2.9 pp +2.9 pp -1.1 pp -1.4 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 10.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 10.3 0.0% 1 +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 10.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AustralianSuper Pty Ltd CIK 0001694164 0.632 288 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 9.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.0 0.0% 5 -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 8.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 8.7 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆SIG North Trading, ULC CIK 0001868643 0.319 79 8.7 1.6% 1 +1.6 pp +1.1 pp +1.6 pp +0.3 pp
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☆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
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 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 +0.0 pp +0.0 pp -0.1 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
☆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
☆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
☆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
☆FORSTA AP-FONDEN CIK 0001603328 0.000 1 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 -0.2 pp -0.0 pp -0.0 pp -0.0 pp
☆Centiva Capital, LP CIK 0001692507 0.034 1439 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CenterBook Partners LP CIK 0001872738 0.028 693 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 0 +0.0 pp +0.0 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 +0.0 pp -0.1 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 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
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 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 +0.0 pp -0.2 pp +0.0 pp
☆Andra AP-fonden CIK 0001535452 0.270 396 0.0 0.0% 0 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆PBU - The Pension Fund of Early Childhood & Youth Educators CIK 0002103310 0.321 124 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 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 +0.0 pp -4.2 pp -4.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 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
☆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
☆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
☆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
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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