Signals

BNS

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

Flow ranking

Rank#734
Score / z0.185 / 0.21
Consensus195.15 over 355 funds
Momentumno 12m return

Price & positioning

226 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
FiledFormFiler
2025-10-01 424B5 BANK OF NOVA SCOTIA
2025-09-29 424B5 BANK OF NOVA SCOTIA

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
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5,718.3 1.0% 5 +0.0 pp -0.1 pp -0.2 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 4,508.6 1.6% 5 +0.1 pp -0.1 pp +0.2 pp -0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 3,103.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2,189.6 3.7% 5 +0.5 pp -0.1 pp +0.2 pp +0.2 pp
NORGES BANK CIK 0001374170 0.994 1617 1,596.6 0.2% 1 +0.2 pp +0.0 pp +0.2 pp +0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 1,411.2 1.7% 5 +0.1 pp -0.0 pp -0.2 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1,361.8 1.2% 5 +0.0 pp -0.2 pp -0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,284.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1,224.3 1.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1,122.7 4.2% 5 +0.4 pp +0.1 pp +0.3 pp +0.5 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 1,085.5 1.8% 5 -0.5 pp -1.1 pp -0.4 pp -0.7 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1,066.7 1.1% 6 +0.3 pp +0.2 pp -0.1 pp -0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 1,064.6 0.8% 5 +0.3 pp -0.1 pp +0.2 pp +0.7 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 1,016.7 0.6% 5 +0.2 pp +0.0 pp +0.2 pp +0.2 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 949.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 938.0 2.1% 5 +0.6 pp +0.3 pp +0.2 pp +0.9 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 822.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 791.3 2.1% 5 +0.1 pp -0.1 pp +0.1 pp +0.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 709.8 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 657.1 2.0% 5 +0.1 pp -0.3 pp -0.0 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 611.9 0.2% 7 +0.1 pp +0.2 pp +0.2 pp +0.2 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 583.9 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 575.3 0.8% 5 +0.2 pp -0.4 pp -0.2 pp -0.8 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 567.3 1.1% 5 -0.4 pp -0.9 pp -0.5 pp -0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 533.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 416.4 0.3% 5 +0.0 pp -0.1 pp +0.0 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 411.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.3 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 355.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 354.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 293.7 4.3% 5 +0.4 pp -0.2 pp -0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 274.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 242.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 232.0 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 230.6 0.1% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 230.4 0.7% 5 -0.0 pp -0.1 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 224.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Artemis Investment Management LLP CIK 0001535385 0.328 213 179.7 1.6% 4 +0.7 pp +1.1 pp +1.3 pp +1.6 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 177.2 1.0% 2 -0.9 pp +1.0 pp +1.0 pp +1.0 pp
Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 175.1 4.2% 5 +0.5 pp -0.3 pp +0.3 pp +0.6 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 171.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 156.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 150.9 4.1% 5 +0.4 pp +0.2 pp +0.4 pp +0.5 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 144.8 0.4% 5 -0.1 pp +0.2 pp +0.0 pp +0.0 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 144.7 0.9% 5 +0.4 pp +0.7 pp +0.6 pp -0.0 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 143.0 0.9% 5 +0.0 pp -0.4 pp -0.4 pp -0.5 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 140.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 136.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 133.3 3.6% 5 +0.7 pp +0.4 pp +0.7 pp +1.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 132.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 120.0 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 117.1 2.7% 5 +0.2 pp +0.3 pp +0.5 pp +0.4 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 117.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 115.7 0.0% 5 -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 112.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIG North Trading, ULC CIK 0001868643 0.319 79 111.5 20.4% 5 +7.0 pp +10.5 pp +3.3 pp +4.5 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 107.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 100.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 94.4 0.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Marathon Asset Management Ltd CIK 0001861026 0.637 74 82.6 3.4% 5 +0.5 pp +0.2 pp +0.6 pp +1.2 pp
Korea Investment CORP CIK 0001441689 0.896 677 79.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 76.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 75.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Sparrow, LLC /DE CIK 0002104539 0.208 126 73.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 71.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 69.0 0.6% 5 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 67.0 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
Purpose Unlimited Inc. CIK 0002115120 0.732 601 66.3 2.5% 2 +0.3 pp +2.5 pp +2.5 pp +2.5 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 65.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 63.7 0.6% 3 +0.6 pp +0.5 pp +0.6 pp +0.6 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 62.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 61.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 59.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value Partners Investments Inc. CIK 0001800916 0.592 104 59.0 4.1% 5 -0.2 pp -1.4 pp -1.8 pp -0.7 pp
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 56.6 5.6% 5 +1.2 pp -0.2 pp +0.6 pp +0.9 pp
BCV Asset Management Inc. CIK 0002110721 0.558 116 56.0 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 55.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 55.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 54.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 51.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guardian Partners Inc. CIK 0001884799 0.411 391 47.4 4.3% 5 +0.6 pp +0.5 pp +1.1 pp +1.3 pp
SEB Asset Management AB CIK 0002127509 0.832 700 46.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 45.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cumberland Partners Ltd CIK 0001578985 0.443 153 45.3 2.9% 5 +0.2 pp +0.4 pp +1.7 pp +2.8 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 41.9 1.0% 5 +0.1 pp -0.1 pp -0.0 pp +0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 37.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Delaney Capital Management Ltd. CIK 2140766 0.741 53 36.0 5.7% 2 +0.9 pp +5.7 pp +5.7 pp +5.7 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 34.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 34.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 33.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN (FRFFF, FRFHF) CIK 0000915191 0.800 32 31.2 1.2% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 30.7 1.5% 5 +0.9 pp +0.7 pp +0.8 pp +0.9 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 28.8 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Kepler Cheuvreux (Suisse) SA CIK 0002096459 0.115 162 28.4 1.6% 3 +0.0 pp +0.2 pp +1.6 pp +1.6 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 28.4 0.7% 6 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
Investment Management Corp of Ontario CIK 0001811568 0.687 657 26.6 0.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 26.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CANERECTOR INC CIK 0001113234 0.807 9 26.0 11.9% 5 -1.8 pp -3.0 pp -4.2 pp -0.9 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 25.6 0.7% 5 -0.0 pp -0.2 pp -2.5 pp -1.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 24.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 23.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 23.6 0.4% 6 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 23.3 0.8% 5 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 21.6 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 21.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 20.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Danica Pension, Livsforsikringsaktieselskab CIK 0002096095 0.689 184 19.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 18.9 0.1% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 18.8 1.6% 5 +0.3 pp +0.2 pp +0.3 pp +0.5 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 18.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 18.6 1.1% 5 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 18.5 0.0% 1 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 18.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eldred Rock Partners, LLC CIK 0001984180 0.460 29 17.8 3.8% 5 +0.2 pp -0.1 pp +0.4 pp +0.4 pp
Coleford Investment Management Ltd. CIK 0001939136 0.580 23 17.3 3.8% 5 +0.3 pp +0.2 pp +0.6 pp +0.8 pp
Mediolanum International Funds Ltd CIK 0002022028 0.592 452 16.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 16.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 16.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PensionDanmark Pensionsforsikringsaktieselskab CIK 1897090 0.813 590 15.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 15.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 13.9 1.6% 5 +0.5 pp +0.4 pp +0.3 pp +0.7 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 13.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 13.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gold Investment Management Ltd. CIK 0002006008 0.278 202 12.1 3.3% 5 +0.3 pp +0.0 pp +0.1 pp +0.3 pp
Avanza Fonder AB CIK 0002035325 0.716 459 11.9 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Keystone Financial Planning, Inc. CIK 0001596906 0.687 39 11.9 3.1% 5 +0.5 pp +0.1 pp +0.4 pp +0.7 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 11.7 0.0% 6 +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 11.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 11.5 0.1% 5 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 11.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 11.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triasima Portfolio Management inc. CIK 0001938757 0.172 127 11.2 1.5% 5 +0.2 pp +0.1 pp +0.5 pp +0.9 pp
Utah Retirement Systems CIK 0001548392 0.790 1027 10.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 10.5 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 10.3 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 10.1 2.1% 5 +0.2 pp -0.8 pp -0.6 pp -0.4 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 10.0 0.0% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 9.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 9.6 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 9.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Claret Asset Management Corp CIK 0001735513 0.442 498 9.2 1.0% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
American Assets Investment Management, LLC CIK 0001389256 0.544 146 8.7 0.5% 4 +0.1 pp +0.0 pp +0.1 pp +0.5 pp
PCJ Investment Counsel Ltd. CIK 0001426318 0.110 62 8.6 2.5% 5 +2.3 pp +1.1 pp +1.2 pp +1.5 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 8.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 8.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 8.1 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 7.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 7.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.021 253 7.7 0.4% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 6.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 5.7 0.8% 5 +0.1 pp -0.4 pp -0.3 pp +0.2 pp
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Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 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% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 5 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard National Trust Co CIK 0001984256 0.877 787 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 4 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.122 915 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nvest Wealth Strategies, Inc. CIK 0002106942 0.725 351 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% 4 -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% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 0.0 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
LSV ASSET MANAGEMENT CIK 0001050470 0.036 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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
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
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Westerkirk Capital Inc. CIK 0002080423 0.554 212 0.0 0.0% 0 +0.0 pp -0.0 pp -0.4 pp +0.0 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 0.0 0.0% 0 -0.2 pp -0.5 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
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
MASECO LLP CIK 0002074052 0.917 291 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
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DAVIS-REA LTD. CIK 0001482171 0.277 45 0.0 0.0% 0 -1.4 pp -1.5 pp -1.4 pp -1.3 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
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
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
Abel Hall, LLC CIK 0002013339 0.148 955 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hickory Point Bank & Trust CIK 0002039144 0.327 442 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 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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
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
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
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
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
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 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
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 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
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 0.0 0.0% 0 +0.0 pp -0.1 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
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
Eisler Capital Management Ltd. CIK 0002055810 0.000 376 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 0 -0.0 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 -0.2 pp -0.1 pp -0.3 pp +0.0 pp
Onex Canada Asset Management Inc. CIK 0000905790 0.437 80 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 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 -0.1 pp -0.1 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
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Burgundy Asset Management Ltd. CIK 0001315868 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.6 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GAM Holding AG CIK 0001438848 0.338 273 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 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
Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 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 -0.1 pp -0.1 pp -0.1 pp -0.1 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
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capula Management Ltd CIK 0001557017 0.914 303 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Mondrian Investment Partners LTD CIK 0001317724 0.804 111 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
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 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 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 +0.0 pp -0.0 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
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Core Alternative Capital CIK 0001776878 0.274 201 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Arnhold LLC CIK 0001733755 0.660 113 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Gulf International Bank (UK) Ltd CIK 0001598697 0.000 565 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp -0.2 pp
Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 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 -0.4 pp -0.4 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp -0.9 pp
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 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 -0.1 pp
Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 +0.0 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
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 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
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
Numerai GP LLC CIK 0001668527 0.018 710 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp -0.0 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Munich Reinsurance Co Stock Corp in Munich CIK 0002090208 0.476 164 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 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
Corient IA LP CIK 0002058426 0.030 249 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 0.0 0.0% 0 +0.0 pp -9.1 pp -3.0 pp -13.1 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 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
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Andra AP-fonden CIK 0001535452 0.270 396 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Orca Wealth Management, LLC CIK 0002043765 0.246 83 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.8 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
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
Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 0.0 0.0% 0 +0.0 pp -4.8 pp -4.5 pp -4.3 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
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
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 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 BNS). Qtrs Held counts distinct quarters this fund has actually held BNS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BNS position size. Δ columns are the percentage-point change in BNS'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