Signals

CAE

312 in-universe funds with a nonzero position in CAE within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22818
Score / z-0.780 / -1.12
Consensus91.78 over 148 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+10% / 4.6d

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)
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
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 941.4 1.6% 3 -0.1 pp -0.3 pp +1.6 pp +1.6 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 675.4 0.9% 3 +0.8 pp +0.8 pp +0.9 pp +0.9 pp
BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 461.1 3.5% 3 -0.1 pp -0.4 pp +3.5 pp +3.5 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 409.7 0.5% 4 +0.0 pp -0.1 pp -0.1 pp +0.5 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 406.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BROWNING WEST LP CIK 0001825564 0.966 6 383.9 24.3% 3 -2.0 pp -3.6 pp +24.3 pp +24.3 pp
FIL Ltd CIK 0000318989 0.878 1140 317.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 231.0 1.1% 3 +0.2 pp +0.1 pp +1.1 pp +1.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 190.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SNYDER CAPITAL MANAGEMENT L P CIK 0001050477 0.750 69 165.5 3.1% 3 +0.1 pp +0.1 pp +3.1 pp +3.1 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 115.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 112.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NORGES BANK CIK 0001374170 0.994 1617 98.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 98.0 1.6% 3 -0.0 pp -0.3 pp +1.6 pp +1.6 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 84.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 82.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 81.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 74.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 71.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 66.4 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 66.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 65.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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 62.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 61.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 56.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 54.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 54.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 46.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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 42.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sycale Advisors (NY) LLC CIK 0001811522 0.084 22 37.7 13.1% 3 -1.1 pp +0.0 pp +13.1 pp +13.1 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 36.7 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 36.6 1.1% 3 +0.0 pp +0.3 pp +1.1 pp +1.1 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 34.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 34.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 33.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 31.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 29.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital International Investors CIK 0001562230 0.968 446 29.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 29.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 28.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 26.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 25.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 25.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 24.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PCJ Investment Counsel Ltd. CIK 0001426318 0.110 62 23.1 5.7% 3 +1.3 pp +5.4 pp +5.7 pp +5.7 pp
Global Alpha Capital Management Ltd. CIK 0001584691 0.465 48 21.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 21.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 17.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 15.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 15.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 15.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 14.9 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 12.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 12.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 12.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heathbridge Capital Management Ltd. CIK 0001503269 0.432 28 11.5 4.4% 3 +0.0 pp -0.1 pp +4.4 pp +4.4 pp
Amundi CIK 0001330387 0.000 1 11.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 9.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 9.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 8.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 8.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 8.5 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 7.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 7.5 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 7.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 6.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 6.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stanley-Laman Group, Ltd. CIK 0001601489 0.169 298 5.9 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Henry James International Management Inc. CIK 0001750423 0.252 91 5.5 1.7% 3 -0.1 pp -0.2 pp +1.7 pp +1.7 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Avanza Fonder AB CIK 0002035325 0.716 459 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 4.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 4.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anson Funds Management LP CIK 0001491072 0.108 146 4.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 4.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Summerhill Capital Management lnc. CIK 0002017598 0.443 18 3.7 3.5% 3 -0.3 pp -0.6 pp +3.5 pp +3.5 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 3.6 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 3.2 0.1% 3 +0.0 pp -0.3 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 2.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Claret Asset Management Corp CIK 0001735513 0.442 498 2.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 1.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pembroke Management, LTD CIK 0001063497 0.302 100 1.9 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 1.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AUXIER ASSET MANAGEMENT LLC CIK 0001105863 0.410 184 1.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SIG North Trading, ULC CIK 0001868643 0.319 79 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Investment Management Corp of Ontario CIK 0001811568 0.687 657 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Utah Retirement Systems CIK 0001548392 0.790 1027 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 1.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 1.0 0.0% 3 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 0.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
OneAscent Investment Solutions LLC CIK 0001974438 0.071 144 0.9 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
683 Capital Management, LLC CIK 0001404574 0.253 128 0.8 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 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.7 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 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Triasima Portfolio Management inc. CIK 0001938757 0.172 127 0.7 0.1% 3 -0.8 pp -0.7 pp +0.1 pp +0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Metis Global Partners, LLC CIK 0001594916 0.657 714 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plato Investment Management Ltd CIK 0001984475 0.428 496 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gulf International Bank (UK) Ltd CIK 0001598697 0.000 565 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Trexquant Investment LP CIK 0001633445 0.116 1625 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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 CAE). Qtrs Held counts distinct quarters this fund has actually held CAE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CAE position size. Δ columns are the percentage-point change in CAE's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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