Signals

← Signals

☆CM

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

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-07-06 Ownership Dilution filing by CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ (424B5)
2026-07-01 Ownership Dilution filing by CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ (424B5)
2026-07-01 Ownership Dilution filing by CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ (424B5)
2026-06-04 Ownership Dilution filing by CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ (424B5)
2026-06-04 Ownership Dilution filing by CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ (424B5)
2026-06-04 Ownership Dilution filing by CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ (424B5)
2026-06-04 Ownership Dilution filing by CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ (424B5)
2026-06-04 Ownership Dilution filing by CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ (424B5)
2026-06-04 Ownership Dilution filing by CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ (424B5)
2026-06-04 Ownership Dilution filing by CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ (424B5)

Flow ranking

Rank#1038
Score / z0.058 / 0.09
Consensus169.77 over 291 funds
Momentumnot computed

Price & positioning

224 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 / 13
FiledFormFiler
2026-07-06 424B5 CANADIAN IMPERIAL BANK OF COMM
2026-07-01 424B5 CANADIAN IMPERIAL BANK OF COMM
2026-07-01 424B5 CANADIAN IMPERIAL BANK OF COMM
2026-06-04 424B5 CANADIAN IMPERIAL BANK OF COMM
2026-06-04 424B5 CANADIAN IMPERIAL BANK OF COMM
2026-06-04 424B5 CANADIAN IMPERIAL BANK OF COMM
2026-06-04 424B5 CANADIAN IMPERIAL BANK OF COMM
2026-06-04 424B5 CANADIAN IMPERIAL BANK OF COMM
2026-06-04 424B5 CANADIAN IMPERIAL BANK OF COMM
2026-06-04 424B5 CANADIAN IMPERIAL BANK OF COMM
Showing the 10 most recent.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6,389.7 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 3,373.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 3,068.4 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1,818.6 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 1,810.5 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 1,222.5 2.2% 3 -0.3 pp -0.2 pp +2.2 pp +2.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1,113.1 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 946.8 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 826.9 2.6% 2 +0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆FIL Ltd CIK 0000318989 0.878 1140 808.1 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 791.0 2.3% 2 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 778.9 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 701.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 679.9 0.0% 2 +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 578.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 573.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 509.8 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 507.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 504.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 464.0 1.7% 2 -0.4 pp +1.7 pp +1.7 pp +1.7 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 407.5 1.6% 2 -0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 336.0 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Capital International Investors CIK 0001562230 0.968 446 330.7 0.1% 2 +0.0 pp +0.1 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 319.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 312.3 0.1% 4 +0.0 pp +0.0 pp +0.0 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 285.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 260.9 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 251.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 206.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 202.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 187.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 182.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 174.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 151.2 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 146.4 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 134.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 129.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 122.9 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 94.7 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 92.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 89.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 89.0 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 87.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 86.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 83.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 75.9 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 74.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 72.2 0.0% 2 +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 72.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 69.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Value Partners Investments Inc. CIK 0001800916 0.592 104 69.0 5.6% 2 +0.8 pp +5.6 pp +5.6 pp +5.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 59.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 59.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 57.9 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 50.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addenda Capital Inc. CIK 0001569411 0.638 128 49.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 48.1 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 46.5 0.3% 2 -0.6 pp +0.3 pp +0.3 pp +0.3 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 46.0 1.8% 2 +1.1 pp +1.8 pp +1.8 pp +1.8 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 45.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 43.3 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 42.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Andra AP-fonden CIK 0001535452 0.620 393 42.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 40.6 2.3% 2 +0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 36.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 33.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 33.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 33.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 32.9 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 32.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 32.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 31.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 30.7 3.4% 2 +0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 30.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 29.4 0.9% 2 -0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 29.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 29.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 28.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 26.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 25.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Candriam S.C.A. CIK 0001537014 0.787 677 25.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Guardian Partners Inc. CIK 0001884799 0.411 391 24.7 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 24.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 23.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 23.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 22.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 20.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANERECTOR INC CIK 0001113234 0.807 9 20.0 10.7% 2 -0.3 pp +10.7 pp +10.7 pp +10.7 pp
☆Triasima Portfolio Management inc. CIK 0001938757 0.172 127 18.2 2.8% 2 +0.3 pp +2.8 pp +2.8 pp +2.8 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 18.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FORSTA AP-FONDEN CIK 0001603328 0.000 1 18.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 17.6 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 17.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Galibier Capital Management Ltd. CIK 0001765768 0.684 38 16.9 5.6% 2 -0.4 pp +5.6 pp +5.6 pp +5.6 pp
☆Investment Management Corp of Ontario CIK 0001811568 0.687 657 16.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 15.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 15.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 14.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 14.7 3.5% 2 +0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 13.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 12.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 12.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆USS Investment Management Ltd CIK 0001587381 0.888 617 11.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Claret Asset Management Corp CIK 0001735513 0.442 498 11.9 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 11.5 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 11.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 11.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 10.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 10.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 9.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sienna Gestion CIK 0002021242 0.252 178 9.8 0.7% 2 -0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 9.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 9.7 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PDT Partners, LLC CIK 0001564702 0.042 489 9.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 8.9 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Utah Retirement Systems CIK 0001548392 0.790 1027 8.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 8.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 8.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 7.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 7.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 6.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Avanza Fonder AB CIK 0002035325 0.716 459 6.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Lipe & Dalton CIK 0001570396 0.333 94 6.5 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 6.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mediolanum International Funds Ltd CIK 0002022028 0.592 452 6.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 6.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 6.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 5.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Smith Group Asset Management, LLC CIK 0001893134 0.543 166 5.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆First County Bank /CT/ CIK 0001983616 0.228 169 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 0.0 0.0% 0 -0.1 pp -0.1 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
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIG North Trading, ULC CIK 0001868643 0.319 79 0.0 0.0% 0 -4.3 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 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
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 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
☆World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -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
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 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
☆NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
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☆AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 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
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☆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
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 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
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☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 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
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 CM). Qtrs Held counts distinct quarters this fund has actually held CM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CM position size. Δ columns are the percentage-point change in CM'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