Signals

BN

899 in-universe funds with a nonzero position in BN within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24433
Score / z-0.802 / -1.20
Consensus332.26 over 583 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

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)
Fund Positions
Quarters Held

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 8,293.9 76.8% 2 +1.1 pp +76.8 pp +76.8 pp +76.8 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5,547.6 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
Capital World Investors CIK 0001422849 0.974 637 4,685.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 4,155.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 3,487.3 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 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 2,995.4 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
Pershing Square Capital Management, L.P. CIK 0001336528 0.963 11 2,813.2 19.2% 2 +0.7 pp +19.2 pp +19.2 pp +19.2 pp
BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 2,126.5 2.5% 1 +2.5 pp -6.8 pp +2.5 pp +2.5 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1,677.2 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1,367.0 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
AKRE CAPITAL MANAGEMENT LLC CIK 0001112520 0.966 19 1,317.8 13.1% 2 +1.5 pp +13.1 pp +13.1 pp +13.1 pp
FIL Ltd CIK 0000318989 0.878 1140 1,154.7 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 1,118.2 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1,106.4 1.3% 3 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 1,105.9 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 1,016.1 5.6% 2 +0.1 pp +5.6 pp +5.6 pp +5.6 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 908.4 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 845.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 826.5 1.5% 3 -0.2 pp +0.0 pp +1.5 pp +1.5 pp
FMR LLC CIK 0000315066 0.989 5571 767.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LONE PINE CAPITAL LLC CIK 0001061165 0.321 34 698.2 5.1% 2 +2.6 pp +5.1 pp +5.1 pp +5.1 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 599.3 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 597.7 4.9% 2 +0.3 pp +4.9 pp +4.9 pp +4.9 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 583.8 3.1% 2 +0.0 pp +3.1 pp +3.1 pp +3.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 579.8 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 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 546.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 515.6 1.1% 2 -0.4 pp +1.1 pp +1.1 pp +1.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 505.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 501.4 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 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 480.2 0.0% 4 +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 462.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 453.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 450.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 443.5 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
REGENTS OF THE UNIVERSITY OF CALIFORNIA CIK 0000315054 0.902 11 410.5 32.0% 2 -39.9 pp +32.0 pp +32.0 pp +32.0 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 330.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 328.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Third Point LLC CIK 0001040273 0.205 42 320.6 3.8% 2 +0.0 pp +3.8 pp +3.8 pp +3.8 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 300.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 261.2 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 239.5 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 226.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHECK CAPITAL MANAGEMENT INC/CA CIK 0001032814 0.951 52 200.9 12.7% 2 +0.7 pp +12.7 pp +12.7 pp +12.7 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 200.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 198.8 0.6% 2 -0.4 pp +0.6 pp +0.6 pp +0.6 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 198.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 188.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 180.3 4.5% 2 -0.5 pp +4.5 pp +4.5 pp +4.5 pp
FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 176.6 3.5% 2 +0.3 pp +3.5 pp +3.5 pp +3.5 pp
Soroban Capital Partners LP CIK 0001517857 0.964 23 175.1 1.4% 2 -3.1 pp +1.4 pp +1.4 pp +1.4 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 170.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 164.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 163.3 4.6% 2 -0.0 pp +4.6 pp +4.6 pp +4.6 pp
COOKE & BIELER LP CIK 0000024386 0.694 100 161.5 1.7% 2 -0.5 pp +1.7 pp +1.7 pp +1.7 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 161.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 160.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Novo Holdings A/S CIK 0001388325 0.595 25 159.8 10.3% 2 +0.1 pp +10.3 pp +10.3 pp +10.3 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 159.0 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 148.6 4.3% 2 +0.0 pp +4.3 pp +4.3 pp +4.3 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 134.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 132.4 3.9% 2 -0.3 pp +3.9 pp +3.9 pp +3.9 pp
MCDONALD CAPITAL INVESTORS INC/CA CIK 0001033225 0.891 20 128.9 8.0% 2 +0.5 pp +8.0 pp +8.0 pp +8.0 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 123.7 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 119.7 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 119.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 117.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 111.3 0.0% 2 +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 110.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 110.5 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 110.1 3.9% 2 -0.2 pp +3.9 pp +3.9 pp +3.9 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 108.4 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 107.3 6.4% 2 +0.0 pp +6.4 pp +6.4 pp +6.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 105.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 101.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Research Global Investors CIK 0001422848 0.983 426 99.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sather Financial Group Inc CIK 0001568540 0.765 121 97.7 5.3% 2 +0.1 pp +5.3 pp +5.3 pp +5.3 pp
BRUNI J V & CO /CO CIK 0001078841 0.604 33 97.4 9.8% 2 +0.4 pp +9.8 pp +9.8 pp +9.8 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 96.3 3.9% 2 +0.0 pp +3.9 pp +3.9 pp +3.9 pp
Marathon Asset Management Ltd CIK 0001861026 0.637 74 95.4 3.5% 2 +0.6 pp +3.5 pp +3.5 pp +3.5 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 95.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 91.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 89.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 88.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
River Road Asset Management, LLC CIK 0001341401 0.545 175 88.7 1.0% 2 +0.6 pp +1.0 pp +1.0 pp +1.0 pp
M&G Plc CIK 0001802539 0.820 370 79.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 76.9 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 75.4 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 74.9 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
AVIVA PLC CIK 0001140022 0.925 854 74.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Burgundy Asset Management Ltd. CIK 0001315868 0.000 0 73.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
HughesLittle Investment Management Ltd. CIK 0002106035 0.914 13 71.9 13.4% 4 +0.1 pp +0.6 pp +0.6 pp +13.4 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 69.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Partners Group Holding AG CIK 0001534259 0.621 52 66.4 3.7% 2 +1.8 pp +3.7 pp +3.7 pp +3.7 pp
GREENLEA LANE CAPITAL MANAGEMENT, LLC CIK 0001766504 0.892 10 65.3 19.0% 2 +2.5 pp +19.0 pp +19.0 pp +19.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 65.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NEW SOUTH CAPITAL MANAGEMENT INC CIK 0001044797 0.745 48 64.8 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
Baskin Financial Services Inc. CIK 0001511098 0.683 54 62.3 4.6% 2 +0.3 pp +4.6 pp +4.6 pp +4.6 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 59.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 57.7 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 56.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Broad Run Investment Management, LLC CIK 0001568621 0.814 24 55.6 9.1% 2 +1.0 pp +9.1 pp +9.1 pp +9.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 54.9 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 54.3 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 54.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 54.1 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 49.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 47.5 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 45.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC CIK 0001080382 0.449 118 44.6 5.1% 2 -0.2 pp +5.1 pp +5.1 pp +5.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 44.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 44.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 43.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARR E S & CO CIK 0001040210 0.865 112 42.4 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 40.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 38.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
EdgePoint Investment Group Inc. CIK 0001481669 0.920 39 37.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Maestria Partners LLC CIK 0002000390 0.711 14 36.8 11.6% 2 +0.1 pp +11.6 pp +11.6 pp +11.6 pp
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 36.1 4.0% 2 -0.0 pp +4.0 pp +4.0 pp +4.0 pp
Creative Planning CIK 0001540235 0.979 4196 35.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 35.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 34.4 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
Callahan Advisors, LLC CIK 0001395055 0.520 181 32.7 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 32.1 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 31.0 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
Smith Salley Wealth Management CIK 0001482012 0.574 275 30.1 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 30.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JACKSON HILL ADVISORS, LLC CIK 0001911159 0.555 13 29.8 14.1% 2 -0.3 pp +14.1 pp +14.1 pp +14.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 29.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 29.7 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 29.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
America First Investment Advisors, LLC CIK 0001308778 0.569 45 28.6 5.3% 2 +0.0 pp +5.3 pp +5.3 pp +5.3 pp
BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 28.1 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 27.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 26.4 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 26.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
THIRD AVENUE MANAGEMENT LLC CIK 0001099281 0.473 55 25.7 4.8% 2 -0.0 pp +4.8 pp +4.8 pp +4.8 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 25.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 25.5 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 22.8 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
Saraza Management, LP CIK 0001894188 0.399 18 22.3 7.9% 2 +0.8 pp +7.9 pp +7.9 pp +7.9 pp
SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 21.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
QV Investors Inc. CIK 0001570253 0.548 68 20.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 20.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 20.6 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 20.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 20.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Guardian Partners Inc. CIK 0001884799 0.411 391 19.9 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
Triasima Portfolio Management inc. CIK 0001938757 0.172 127 19.8 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 19.8 3.8% 2 +0.2 pp +3.8 pp +3.8 pp +3.8 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 19.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 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 0.0 0.0% 2 -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% 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 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% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
St. Johns Investment Management Company, LLC CIK 0001605522 0.438 201 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 2 +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% 3 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robbins Farley CIK 0001847820 0.257 157 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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 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
Arax Advisory Partners CIK 0001586767 0.170 5155 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
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AREX Capital Management, LP CIK 0001800261 0.218 26 0.0 0.0% 0 -1.3 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
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
East Coast Asset Management, LLC. CIK 0001579254 0.762 67 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LGT CAPITAL PARTNERS LTD. CIK 0001641992 0.707 38 0.0 0.0% 0 -2.0 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
MAR VISTA INVESTMENT PARTNERS LLC CIK 0001419999 0.594 33 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 0 -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% 0 -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% 0 -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 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 +0.0 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
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parvin Asset Management, LLC CIK 0002056764 0.101 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hikari Power Ltd CIK 0001606152 0.716 43 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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
Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 0.0 0.0% 0 -0.2 pp +0.0 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
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
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 -0.1 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
BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.0 0.0% 0 -1.2 pp -1.1 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
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
Onex Canada Asset Management Inc. CIK 0000905790 0.437 80 0.0 0.0% 0 -0.5 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
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
Wellspring Financial Advisors, LLC CIK 0001811308 0.784 288 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JGP Global Gestao de Recursos Ltda. CIK 0001536562 0.000 29 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARDEROCK CAPITAL MANAGEMENT INC CIK 0001168889 0.311 67 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
AXA S.A. CIK 0000898427 0.038 46 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 -0.1 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
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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