Signals

← Signals

☆CM

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

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#22271
Score / z-0.072 / -0.11
Consensus186.16 over 320 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+82% / 10.6d

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

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 5,995.6 1.1% 3 -0.1 pp -0.0 pp +1.1 pp +1.1 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 3,907.1 0.1% 3 +0.0 pp +0.0 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 3,844.0 1.5% 3 +0.3 pp +0.1 pp +1.5 pp +1.5 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 2,060.6 1.7% 3 +0.2 pp +0.3 pp +1.7 pp +1.7 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 1,936.1 3.4% 3 -0.1 pp +0.0 pp +3.4 pp +3.4 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1,231.2 1.3% 3 +0.0 pp +0.2 pp +1.3 pp +1.3 pp
☆FIL Ltd CIK 0000318989 0.878 1140 1,156.4 0.9% 3 +0.2 pp +0.6 pp +0.9 pp +0.9 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 1,144.6 1.7% 4 -0.5 pp -0.7 pp -0.7 pp +1.7 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1,088.2 1.9% 3 -0.0 pp +0.1 pp +1.9 pp +1.9 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 986.2 1.2% 4 +0.6 pp +0.6 pp +0.6 pp +1.2 pp
☆NORGES BANK CIK 0001374170 0.994 1617 958.4 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 876.2 2.1% 3 -0.2 pp -0.0 pp +2.1 pp +2.1 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 836.9 2.2% 3 -0.4 pp -0.1 pp +2.2 pp +2.2 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 824.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 808.3 0.7% 3 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 766.0 1.3% 3 -0.1 pp +0.3 pp +1.3 pp +1.3 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 651.0 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 587.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 488.0 1.6% 3 -0.1 pp -0.5 pp +1.6 pp +1.6 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 452.0 0.0% 5 +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 409.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 378.8 1.5% 3 +0.1 pp +0.0 pp +1.5 pp +1.5 pp
☆Capital International Investors CIK 0001562230 0.968 446 376.8 0.1% 3 +0.0 pp +0.0 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 375.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 358.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 341.2 1.3% 3 -0.3 pp -0.7 pp +1.3 pp +1.3 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 304.9 1.9% 3 +0.2 pp +0.3 pp +1.9 pp +1.9 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 286.9 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 245.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 238.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 219.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 216.1 4.9% 3 +0.6 pp +0.8 pp +4.9 pp +4.9 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 201.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 190.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 190.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 171.2 1.2% 3 +0.6 pp +0.7 pp +1.2 pp +1.2 pp
☆LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 164.5 2.7% 3 +0.1 pp +0.0 pp +2.7 pp +2.7 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 161.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 128.2 3.6% 3 +0.1 pp +0.1 pp +3.6 pp +3.6 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 112.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 111.4 3.1% 3 +0.2 pp +0.0 pp +3.1 pp +3.1 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 109.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 103.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 90.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 85.3 2.5% 3 -0.3 pp -0.3 pp +2.5 pp +2.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 84.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 79.1 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 74.3 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 73.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 72.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Value Partners Investments Inc. CIK 0001800916 0.592 104 71.9 5.5% 3 -0.1 pp +0.7 pp +5.5 pp +5.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 66.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 65.3 2.5% 3 +0.1 pp +0.3 pp +2.5 pp +2.5 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 64.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 56.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 55.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addenda Capital Inc. CIK 0001569411 0.638 128 53.5 1.6% 3 +0.1 pp +0.0 pp +1.6 pp +1.6 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 53.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 51.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 48.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 47.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIG North Trading, ULC CIK 0001868643 0.319 79 45.7 8.0% 1 +8.0 pp +3.7 pp +8.0 pp +8.0 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 45.3 1.5% 3 -0.3 pp +0.8 pp +1.5 pp +1.5 pp
☆INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 44.5 1.3% 3 +0.4 pp +0.0 pp +1.3 pp +1.3 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 43.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 42.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 41.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 41.0 3.5% 3 +0.1 pp +0.1 pp +3.5 pp +3.5 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 40.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 39.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 38.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 37.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 37.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 36.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Partners Inc. CIK 0001884799 0.411 391 36.1 2.9% 3 +0.8 pp +0.8 pp +2.9 pp +2.9 pp
☆Kepler Cheuvreux (Suisse) SA CIK 0002096459 0.115 162 35.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 33.9 0.2% 3 -0.1 pp -0.7 pp +0.2 pp +0.2 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 32.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 31.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 31.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 31.2 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Andra AP-fonden CIK 0001535452 0.620 393 28.8 0.4% 3 -0.2 pp -0.1 pp +0.4 pp +0.4 pp
☆Candriam S.C.A. CIK 0001537014 0.787 677 28.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 27.6 2.0% 3 -0.4 pp +0.0 pp +2.0 pp +2.0 pp
☆Investment Management Corp of Ontario CIK 0001811568 0.687 657 26.3 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 25.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CANERECTOR INC CIK 0001113234 0.807 9 24.9 12.2% 3 +1.5 pp +1.2 pp +12.2 pp +12.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 24.3 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 21.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 21.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 21.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triasima Portfolio Management inc. CIK 0001938757 0.172 127 20.2 3.0% 3 +0.3 pp +0.5 pp +3.0 pp +3.0 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 19.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 18.7 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆FORSTA AP-FONDEN CIK 0001603328 0.000 1 18.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 18.2 1.4% 3 +0.8 pp +1.0 pp +1.4 pp +1.4 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 17.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 17.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 16.7 3.8% 3 +0.3 pp +0.5 pp +3.8 pp +3.8 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 16.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 15.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 14.2 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 13.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 13.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆USS Investment Management Ltd CIK 0001587381 0.888 617 13.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Claret Asset Management Corp CIK 0001735513 0.442 498 13.4 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 12.9 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆Sienna Gestion CIK 0002021242 0.252 178 10.6 0.6% 3 -0.1 pp -0.8 pp +0.6 pp +0.6 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 10.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 10.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PDT Partners, LLC CIK 0001564702 0.042 489 10.4 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 9.6 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Utah Retirement Systems CIK 0001548392 0.790 1027 9.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 9.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 9.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 9.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 9.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Genus Capital Management Inc. CIK 0001532385 0.111 204 9.0 1.0% 3 +0.6 pp +0.8 pp +1.0 pp +1.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 7.8 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 7.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 7.7 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Smith Group Asset Management, LLC CIK 0001893134 0.543 166 7.6 0.4% 3 +0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avanza Fonder AB CIK 0002035325 0.716 459 7.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Lipe & Dalton CIK 0001570396 0.333 94 7.3 3.6% 3 +0.4 pp +0.5 pp +3.6 pp +3.6 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 7.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 7.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 7.0 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 6.3 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 6.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 6.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 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% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 3 -0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 1 +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
☆NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 0.0 0.0% 0 -6.8 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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
☆Cherokee Insurance Co CIK 0002077903 0.224 124 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 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
☆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
☆TOBAM CIK 0001527488 0.112 258 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTRUST BANK NA CIK 0001034771 0.638 416 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First County Bank /CT/ CIK 0001983616 0.228 169 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 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 -0.1 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
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 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 +0.0 pp -0.1 pp -0.1 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
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 -0.0 pp -0.0 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
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.1 pp -0.1 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
☆CenterBook Partners LP CIK 0001872738 0.028 693 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.013 136 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.0 0.0% 0 -0.0 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
☆Code Waechter LLC CIK 0002039212 0.356 127 0.0 0.0% 0 -0.2 pp -0.2 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
☆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
☆Quarry LP CIK 0001965207 0.031 2367 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
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 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 +0.0 pp +0.0 pp
☆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
☆Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 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
☆SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 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
☆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
☆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
☆Eisler Capital Management Ltd. CIK 0002055810 0.000 376 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 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 -0.2 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
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 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 +0.0 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
☆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
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.1 pp -0.1 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
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Galibier Capital Management Ltd. CIK 0001765768 0.684 38 0.0 0.0% 0 -5.6 pp -6.1 pp +0.0 pp +0.0 pp
☆Baader Bank Aktiengesellschaft CIK 0001542629 0.269 391 0.0 0.0% 0 -0.0 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
☆Lantz Financial LLC CIK 0001766883 0.334 259 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 0.0 0.0% 0 -2.0 pp -1.9 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 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 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 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
☆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
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 -0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 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
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSSIAM CIK 0001767471 0.182 680 0.0 0.0% 0 -0.0 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
☆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
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 (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