Signals

← Signals

☆BN

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

Flow ranking

Rank#259
Score / z0.851 / 1.07
Consensus306.10 over 534 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-6% / 8.2d

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

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0

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 ▾
☆Partners Value Investments L.P. CIK 0001162777 0.991 7 7,480.0 75.7% 1 +75.7 pp +75.7 pp +75.7 pp +75.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4,982.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Capital World Investors CIK 0001422849 0.974 637 4,124.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 3,692.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 3,095.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 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 2,880.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Pershing Square Capital Management, L.P. CIK 0001336528 0.963 11 2,545.8 18.5% 1 +18.5 pp +18.5 pp +18.5 pp +18.5 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1,513.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1,307.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆AKRE CAPITAL MANAGEMENT LLC CIK 0001112520 0.966 19 1,188.7 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 1,139.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 1,055.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆NORGES BANK CIK 0001374170 0.994 1617 1,040.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 1,016.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1,010.6 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 957.8 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 857.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 820.6 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 679.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 677.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 585.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 559.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 545.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 539.1 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 538.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 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 488.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Soroban Capital Partners LP CIK 0001517857 0.964 23 466.0 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 446.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 435.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 417.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 405.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆REGENTS OF THE UNIVERSITY OF CALIFORNIA CIK 0000315054 0.902 11 370.2 71.9% 1 +71.9 pp +71.9 pp +71.9 pp +71.9 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 349.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆LONE PINE CAPITAL LLC CIK 0001061165 0.321 34 347.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 333.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 303.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 298.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 294.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Third Point LLC CIK 0001040273 0.205 42 289.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Aristotle Capital Management, LLC CIK 0000860644 0.898 212 277.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 246.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 236.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 227.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆COOKE & BIELER LP CIK 0000024386 0.694 100 217.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 200.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 193.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHECK CAPITAL MANAGEMENT INC/CA CIK 0001032814 0.951 52 182.1 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
☆SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 174.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 160.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆BAMCO INC /NY/ CIK 0001017918 0.724 345 155.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 154.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 153.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 151.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 150.3 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Novo Holdings A/S CIK 0001388325 0.595 25 144.2 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 143.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 136.7 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 131.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 126.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 124.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 123.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 120.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCDONALD CAPITAL INVESTORS INC/CA CIK 0001033225 0.891 20 120.1 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Addenda Capital Inc. CIK 0001569411 0.638 128 117.3 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 115.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 107.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 105.7 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 105.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 103.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 98.6 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 98.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 97.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Select Equity Group, L.P. CIK 0001592643 0.705 143 91.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Marathon Asset Management Ltd CIK 0001861026 0.637 74 91.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆BRUNI J V & CO /CO CIK 0001078841 0.604 33 89.2 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Sather Financial Group Inc CIK 0001568540 0.765 121 88.4 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 86.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 85.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Amundi CIK 0001330387 0.000 1 83.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 82.9 0.0% 1 +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 79.2 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 77.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆M&G Plc CIK 0001802539 0.820 370 75.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 73.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 72.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 72.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Burgundy Asset Management Ltd. CIK 0001315868 0.000 0 68.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 67.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆AVIVA PLC CIK 0001140022 0.925 854 65.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HughesLittle Investment Management Ltd. CIK 0002106035 0.914 13 64.7 13.3% 3 +0.5 pp +0.5 pp +13.3 pp +13.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 62.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 61.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 59.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREENLEA LANE CAPITAL MANAGEMENT, LLC CIK 0001766504 0.892 10 58.9 16.6% 1 +16.6 pp +16.6 pp +16.6 pp +16.6 pp
☆NEW SOUTH CAPITAL MANAGEMENT INC CIK 0001044797 0.745 48 58.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 57.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baskin Financial Services Inc. CIK 0001511098 0.683 54 56.9 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Broad Run Investment Management, LLC CIK 0001568621 0.814 24 53.2 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 51.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 50.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 49.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 49.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 48.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LGT CAPITAL PARTNERS LTD. CIK 0001641992 0.707 38 45.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 43.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 42.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC CIK 0001080382 0.449 118 42.4 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Partners Group Holding AG CIK 0001534259 0.621 52 40.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆BARR E S & CO CIK 0001040210 0.865 112 38.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 38.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 38.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 36.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 36.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 35.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆EdgePoint Investment Group Inc. CIK 0001481669 0.920 39 35.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 35.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 34.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 34.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Maestria Partners LLC CIK 0002000390 0.711 14 33.2 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 31.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆River Road Asset Management, LLC CIK 0001341401 0.545 175 30.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 30.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Callahan Advisors, LLC CIK 0001395055 0.520 181 29.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Saraza Management, LP CIK 0001894188 0.399 18 29.4 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆JACKSON HILL ADVISORS, LLC CIK 0001911159 0.555 13 28.9 14.4% 1 +14.4 pp +14.4 pp +14.4 pp +14.4 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 28.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 27.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 27.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 27.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆America First Investment Advisors, LLC CIK 0001308778 0.569 45 26.6 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 26.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 25.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Emeth Value Capital, LLC CIK 0002053013 0.000 3 23.7 21.1% 1 +21.1 pp +21.1 pp +21.1 pp +21.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 23.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THIRD AVENUE MANAGEMENT LLC CIK 0001099281 0.473 55 23.4 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 23.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 22.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 22.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 21.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 20.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 20.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 19.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 18.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 18.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Guardian Partners Inc. CIK 0001884799 0.411 391 18.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 17.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆FORSTA AP-FONDEN CIK 0001603328 0.000 1 16.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆USS Investment Management Ltd CIK 0001587381 0.888 617 13.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CNA FINANCIAL CORP (CNA) CIK 0000021175 0.068 18 12.4 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
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☆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
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 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
☆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
☆St. Johns Investment Management Company, LLC CIK 0001605522 0.439 201 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 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
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +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
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 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
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +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
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 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
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 0.0 0.0% 0 -9.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 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 BN). Qtrs Held counts distinct quarters this fund has actually held BN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BN position size. Δ columns are the percentage-point change in BN'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