Signals

CM

617 in-universe funds with a nonzero position in CM within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1177
Score / z0.053 / 0.03
Consensus203.58 over 338 funds
Momentumnot computed

Price & positioning

226 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)
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 6,276.4 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 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 3,880.1 1.6% 4 +0.1 pp +0.3 pp +0.1 pp +1.6 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 2,136.7 1.7% 4 +0.1 pp +0.3 pp +0.4 pp +1.7 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 1,917.2 3.7% 4 +0.3 pp +0.2 pp +0.3 pp +3.7 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1,225.9 1.3% 4 -0.0 pp -0.0 pp +0.2 pp +1.3 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 1,201.8 2.1% 5 +0.4 pp -0.1 pp -0.3 pp -0.3 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1,167.9 2.1% 4 +0.1 pp +0.1 pp +0.2 pp +2.1 pp
FIL Ltd CIK 0000318989 0.878 1140 1,112.6 0.9% 4 -0.0 pp +0.2 pp +0.6 pp +0.9 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 972.0 1.2% 5 -0.0 pp +0.5 pp +0.6 pp +0.6 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 933.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 864.5 2.0% 4 -0.2 pp -0.6 pp -0.4 pp +2.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 853.4 0.6% 4 +0.1 pp +0.2 pp +0.1 pp +0.6 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 802.4 2.0% 4 -0.2 pp -0.3 pp -0.2 pp +2.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 783.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 777.1 2.3% 4 +0.4 pp +0.6 pp +0.7 pp +2.3 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 769.2 0.7% 4 -0.0 pp +0.2 pp +0.2 pp +0.7 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 638.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 627.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 591.7 1.8% 4 +0.2 pp +0.1 pp -0.3 pp +1.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 457.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 414.3 1.7% 4 +0.2 pp +0.3 pp +0.2 pp +1.7 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 361.8 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International Investors CIK 0001562230 0.968 446 350.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 340.0 1.2% 4 -0.1 pp -0.4 pp -0.8 pp +1.2 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 329.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 321.1 0.5% 4 -0.8 pp -0.9 pp -0.5 pp +0.5 pp
Amundi CIK 0001330387 0.000 1 288.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 282.2 0.1% 4 -0.0 pp +0.0 pp +0.0 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 258.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 253.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 240.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 226.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 203.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Nuveen, LLC CIK 0001871926 0.966 3735 197.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 179.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 175.4 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 152.0 0.9% 4 +0.5 pp +0.7 pp +0.7 pp +0.9 pp
LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 147.9 2.4% 4 -0.3 pp -0.2 pp -0.3 pp +2.4 pp
Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 147.1 4.0% 4 -0.9 pp -0.3 pp -0.1 pp +4.0 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 130.3 3.7% 4 +0.2 pp +0.3 pp +0.3 pp +3.7 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 126.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 117.7 3.2% 4 +0.1 pp +0.3 pp +0.1 pp +3.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 117.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 106.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 88.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 86.9 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 84.8 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 84.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 78.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 77.8 2.1% 4 -0.5 pp -0.8 pp -0.8 pp +2.1 pp
AVIVA PLC CIK 0001140022 0.925 854 77.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BCV Asset Management Inc. CIK 0002110721 0.558 116 76.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
AustralianSuper Pty Ltd CIK 0001694164 0.632 288 71.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 68.5 2.4% 4 -0.0 pp +0.1 pp +0.2 pp +2.4 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 60.2 0.4% 4 -0.8 pp -0.3 pp -0.1 pp +0.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 59.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value Partners Investments Inc. CIK 0001800916 0.592 104 57.9 4.4% 4 -1.1 pp -1.2 pp -0.4 pp +4.4 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 52.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 51.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 49.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 49.5 1.9% 4 +0.3 pp +0.1 pp +1.1 pp +1.9 pp
Korea Investment CORP CIK 0001441689 0.896 677 47.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 46.3 2.5% 4 +0.6 pp +0.2 pp +0.6 pp +2.5 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 45.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 45.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 43.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 42.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 41.9 1.2% 4 -0.4 pp -0.3 pp -0.4 pp +1.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 41.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 39.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 39.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Kepler Cheuvreux (Suisse) SA CIK 0002096459 0.115 162 37.8 2.5% 2 +0.5 pp +2.5 pp +2.5 pp +2.5 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 37.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Blue Sparrow, LLC /DE CIK 0002104539 0.208 126 37.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 35.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guardian Partners Inc. CIK 0001884799 0.411 391 35.7 3.0% 4 +0.1 pp +0.9 pp +0.9 pp +3.0 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 30.8 0.9% 4 -0.4 pp -0.0 pp -0.4 pp +0.9 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 28.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 28.2 3.0% 4 -0.5 pp -0.4 pp -0.4 pp +3.0 pp
Candriam S.C.A. CIK 0001537014 0.787 677 28.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Purpose Unlimited Inc. CIK 0002115120 0.732 601 27.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 27.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CANERECTOR INC CIK 0001113234 0.807 9 26.4 12.5% 4 +0.3 pp +1.8 pp +1.5 pp +12.5 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 25.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Andra AP-fonden CIK 0001535452 0.620 393 25.4 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 25.1 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 24.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investment Management Corp of Ontario CIK 0001811568 0.687 657 22.6 0.3% 4 -0.1 pp +0.0 pp +0.1 pp +0.3 pp
Triasima Portfolio Management inc. CIK 0001938757 0.172 127 21.8 3.3% 4 +0.3 pp +0.6 pp +0.8 pp +3.3 pp
Fiera Capital Corp CIK 0001505817 0.842 401 21.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 20.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 20.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PensionDanmark Pensionsforsikringsaktieselskab CIK 1897090 0.813 590 19.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 18.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 17.4 0.2% 2 -0.8 pp +0.2 pp +0.2 pp +0.2 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 16.7 0.1% 4 -0.1 pp -0.2 pp -0.8 pp +0.1 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 16.3 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 16.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 15.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 14.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 14.6 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
FMR LLC CIK 0000315066 0.989 5571 14.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 14.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 14.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 14.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Claret Asset Management Corp CIK 0001735513 0.442 498 13.8 1.6% 4 +0.1 pp +0.2 pp +0.2 pp +1.6 pp
Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 13.6 3.2% 4 -0.6 pp -0.3 pp -0.2 pp +3.2 pp
K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 13.1 2.2% 4 +0.5 pp +0.5 pp +0.5 pp +2.2 pp
Mediolanum International Funds Ltd CIK 0002022028 0.592 452 13.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 11.2 1.0% 4 +0.1 pp +0.2 pp +0.2 pp +1.0 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 11.0 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PDT Partners, LLC CIK 0001564702 0.042 489 10.9 0.6% 4 -0.0 pp +0.1 pp +0.2 pp +0.6 pp
Creative Planning CIK 0001540235 0.979 4196 10.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 10.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sienna Gestion CIK 0002021242 0.252 178 10.8 0.7% 4 +0.1 pp +0.0 pp -0.7 pp +0.7 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Genus Capital Management Inc. CIK 0001532385 0.111 204 10.2 1.2% 4 +0.1 pp +0.7 pp +0.9 pp +1.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Utah Retirement Systems CIK 0001548392 0.790 1027 9.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 9.3 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 9.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 9.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smith Group Asset Management, LLC CIK 0001893134 0.543 166 8.3 0.4% 4 +0.0 pp +0.1 pp -0.0 pp +0.4 pp
LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 8.3 0.9% 4 +0.0 pp +0.1 pp +0.2 pp +0.9 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 8.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Avanza Fonder AB CIK 0002035325 0.716 459 8.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 7.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 7.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Lombard Odier Asset Management (Switzerland) SA CIK 0001535660 0.603 453 7.5 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 7.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lipe & Dalton CIK 0001570396 0.334 94 7.2 3.8% 4 +0.1 pp +0.5 pp +0.6 pp +3.8 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 7.2 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 7.1 0.3% 4 -0.0 pp +0.2 pp +0.2 pp +0.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 7.1 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 7.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Gulf International Bank (UK) Ltd CIK 0001598697 0.000 565 6.8 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 6.7 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 6.6 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.8 0.0% 4 -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 5.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Osmosis Investment Management UK Ltd CIK 0001780700 0.507 452 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Plato Investment Management Ltd CIK 0001984475 0.428 496 5.7 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
PCJ Investment Counsel Ltd. CIK 0001426318 0.110 62 5.6 1.6% 4 +1.5 pp +0.3 pp +0.3 pp +1.6 pp
Gold Investment Management Ltd. CIK 0002006008 0.278 202 5.5 1.7% 4 +0.0 pp +0.2 pp +0.2 pp +1.7 pp
Gradient Investments LLC CIK 0001542265 0.563 448 5.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 4 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 3 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 4 -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% 2 +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% 4 +0.0 pp -0.0 pp -0.3 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nvest Wealth Strategies, Inc. CIK 0002106942 0.726 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +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
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
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
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
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
Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
ASAHI LIFE ASSET MANAGEMENT CO., LTD. CIK 0001564835 0.079 158 0.0 0.0% 0 -0.2 pp -0.3 pp -0.2 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
Quarry LP CIK 0001965207 0.031 2367 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 +0.0 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
Brucke Financial, Inc. CIK 0002058446 0.331 175 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
CenterBook Partners LP CIK 0001872738 0.028 693 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 0.0 0.0% 0 -0.1 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
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
GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
XPONANCE LLC CIK 0001637541 0.815 1841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 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 +0.0 pp -0.1 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
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
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
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 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
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
Eisler Capital Management Ltd. CIK 0002055810 0.000 376 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 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
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 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
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
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DEAN INVESTMENT ASSOCIATES, LLC CIK 0000846797 0.113 193 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 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
FORSTA AP-FONDEN CIK 0001603328 0.000 1 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 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
First County Bank /CT/ CIK 0001983616 0.228 169 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 -0.1 pp +0.0 pp -0.2 pp +0.0 pp
Caption Management, LLC CIK 0001706766 0.079 538 0.0 0.0% 0 -0.1 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
Henshaw Capital LLC CIK 0002131483 0.689 160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
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
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
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
Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 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 +0.0 pp -6.8 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
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
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 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
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
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
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
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
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
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
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 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
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
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp -0.0 pp -0.8 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 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
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
Lantz Financial LLC CIK 0001766883 0.334 259 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 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
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
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
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
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
SIG North Trading, ULC CIK 0001868643 0.319 79 0.0 0.0% 0 -8.0 pp +0.0 pp -4.3 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
LRT Capital Management, LLC CIK 0001798923 0.000 64 0.0 0.0% 0 -1.5 pp -1.8 pp +0.0 pp +0.0 pp
Westerkirk Capital Inc. CIK 0002080423 0.554 212 0.0 0.0% 0 -0.0 pp -0.4 pp +0.0 pp +0.0 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
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
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Code Waechter LLC CIK 0002039212 0.356 127 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 0.0 0.0% 0 +0.0 pp -2.0 pp -1.9 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.3 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
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.013 136 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
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
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
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
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 0.0 0.0% 0 -0.0 pp -0.0 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
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
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
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
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
Galibier Capital Management Ltd. CIK 0001765768 0.684 38 0.0 0.0% 0 +0.0 pp -5.6 pp -6.1 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 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
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
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cherokee Insurance Co CIK 0002077903 0.224 124 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.5 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
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 +0.0 pp -0.1 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
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
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
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
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 0.0 0.0% 0 -1.4 pp -0.6 pp -0.4 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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