Signals

CM

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

Flow ranking

Rank#704
Score / z0.199 / 0.22
Consensus214.22 over 373 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 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 7,309.7 1.2% 5 +0.0 pp +0.2 pp +0.1 pp +0.2 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 4,894.7 1.8% 5 +0.2 pp +0.3 pp +0.5 pp +0.3 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 3,240.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 2,291.7 2.0% 5 +0.3 pp +0.3 pp +0.5 pp +0.6 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1,786.2 1.8% 6 +0.6 pp +0.6 pp +1.2 pp +1.2 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 1,667.6 2.8% 5 -0.9 pp -0.6 pp -0.7 pp -0.6 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1,555.6 1.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1,342.8 2.3% 5 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 1,297.6 2.0% 6 -0.1 pp +0.3 pp -0.2 pp -0.5 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,264.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 1,138.3 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 1,025.4 0.7% 5 -0.1 pp -0.1 pp +0.1 pp +0.5 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 985.2 2.6% 5 +0.3 pp +0.7 pp +0.9 pp +1.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 938.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 927.2 0.5% 5 -0.0 pp +0.1 pp +0.2 pp +0.1 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 916.8 1.7% 5 -0.3 pp -0.5 pp -0.9 pp -0.6 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 905.4 0.7% 5 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 843.9 1.9% 5 -0.1 pp -0.3 pp -0.4 pp -0.3 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 814.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 773.7 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 761.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 672.3 1.8% 5 -0.1 pp +0.1 pp +0.1 pp -0.4 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 531.8 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 518.5 1.9% 5 +0.2 pp +0.4 pp +0.5 pp +0.5 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 476.1 0.7% 5 +0.2 pp -0.6 pp -0.8 pp -0.3 pp
Capital International Investors CIK 0001562230 0.968 446 426.7 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 405.2 1.2% 5 +0.0 pp -0.1 pp -0.4 pp -0.8 pp
Amundi CIK 0001330387 0.000 1 369.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 323.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 323.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 313.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 273.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 240.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 237.6 0.1% 7 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 228.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 209.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 199.5 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 176.2 4.3% 5 +0.3 pp -0.6 pp +0.0 pp +0.2 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 172.3 1.1% 5 +0.2 pp +0.7 pp +0.8 pp +0.9 pp
LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 169.9 2.5% 5 +0.1 pp -0.2 pp -0.1 pp -0.1 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 169.4 1.0% 5 +0.6 pp -0.2 pp +0.4 pp +0.5 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 157.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 149.7 4.0% 5 +0.3 pp +0.5 pp +0.6 pp +0.6 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 146.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 140.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 139.7 0.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 137.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AustralianSuper Pty Ltd CIK 0001694164 0.632 288 133.4 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 127.3 2.9% 5 -0.3 pp -0.2 pp +0.0 pp -0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 107.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIG North Trading, ULC CIK 0001868643 0.319 79 103.4 18.9% 1 +18.9 pp +10.9 pp +18.9 pp +14.6 pp
AVIVA PLC CIK 0001140022 0.925 854 94.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 94.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 93.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 91.9 0.5% 2 -0.7 pp +0.5 pp +0.5 pp +0.5 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 90.6 2.2% 5 +0.1 pp -0.3 pp -0.7 pp -0.7 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 85.0 0.1% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 79.9 0.1% 5 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 77.8 2.7% 5 +0.3 pp +0.2 pp +0.3 pp +0.5 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 76.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 75.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 67.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 64.5 1.8% 5 +1.0 pp +0.6 pp +0.9 pp +0.6 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 61.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 60.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 56.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 55.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value Partners Investments Inc. CIK 0001800916 0.592 104 54.6 3.8% 5 -0.6 pp -1.7 pp -1.8 pp -1.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 54.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 53.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 51.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 48.7 1.3% 5 +0.1 pp -0.2 pp -0.1 pp -0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 45.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 44.4 0.4% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
BCV Asset Management Inc. CIK 0002110721 0.558 116 44.0 1.3% 2 -1.3 pp +1.3 pp +1.3 pp +1.3 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 43.8 2.1% 5 -0.4 pp +0.2 pp -0.2 pp +0.2 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 42.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Guardian Partners Inc. CIK 0001884799 0.411 391 39.0 3.5% 5 +0.5 pp +0.6 pp +1.4 pp +1.5 pp
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 36.0 3.5% 5 +0.5 pp +0.0 pp +0.1 pp +0.1 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 35.8 0.7% 5 -1.2 pp -0.9 pp -1.1 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 34.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Purpose Unlimited Inc. CIK 0002115120 0.732 601 33.4 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 33.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Candriam S.C.A. CIK 0001537014 0.787 677 32.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEB Asset Management AB CIK 0002127509 0.832 700 32.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fiera Capital Corp CIK 0001505817 0.842 401 31.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 30.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Triasima Portfolio Management inc. CIK 0001938757 0.172 127 28.0 3.8% 5 +0.5 pp +0.8 pp +1.0 pp +1.3 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 27.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investment Management Corp of Ontario CIK 0001811568 0.687 657 27.4 0.3% 5 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Kepler Cheuvreux (Suisse) SA CIK 0002096459 0.115 162 25.8 1.5% 3 -1.0 pp -0.5 pp +1.5 pp +1.5 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 25.8 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PensionDanmark Pensionsforsikringsaktieselskab CIK 1897090 0.813 590 25.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 24.6 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 24.6 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 24.2 0.6% 6 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
CANERECTOR INC CIK 0001113234 0.807 9 23.0 10.5% 5 -2.0 pp -1.7 pp -0.2 pp -0.5 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 22.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 22.4 0.1% 7 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 19.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 19.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 17.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 17.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 17.0 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 16.9 3.5% 5 +0.2 pp -0.4 pp -0.1 pp +0.1 pp
Claret Asset Management Corp CIK 0001735513 0.442 498 16.6 1.8% 5 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 15.2 2.2% 5 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 14.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 14.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 14.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 14.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 14.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mediolanum International Funds Ltd CIK 0002022028 0.592 452 14.1 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 14.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sienna Gestion CIK 0002021242 0.252 178 13.9 0.8% 5 +0.1 pp +0.2 pp +0.1 pp -0.6 pp
Murchinson Ltd. CIK 0001838556 0.021 57 12.7 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 12.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Genus Capital Management Inc. CIK 0001532385 0.111 204 11.9 1.2% 5 +0.0 pp +0.1 pp +0.7 pp +0.9 pp
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 11.6 3.2% 1 +3.2 pp +3.2 pp +3.1 pp +3.1 pp
Rathbones Group PLC CIK 0001351991 0.902 665 11.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avanza Fonder AB CIK 0002035325 0.716 459 11.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 10.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 10.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Utah Retirement Systems CIK 0001548392 0.790 1027 10.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 10.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 9.7 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 9.6 1.0% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 9.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 9.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PDT Partners, LLC CIK 0001564702 0.042 489 9.2 0.5% 5 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 9.1 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 8.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Lipe & Dalton CIK 0001570396 0.333 94 8.6 4.0% 5 +0.2 pp +0.4 pp +0.8 pp +0.8 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 8.6 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 8.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 8.5 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Lombard Odier Asset Management (Switzerland) SA CIK 0001535660 0.603 453 8.5 0.3% 4 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 8.1 0.3% 5 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 8.0 0.7% 5 -0.3 pp -0.2 pp -0.1 pp -0.1 pp
Trans-Canada Capital Inc. CIK 0001896476 0.858 21 7.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 7.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Plato Investment Management Ltd CIK 0001984475 0.427 496 6.9 0.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Ninepoint Partners LP CIK 0001715635 0.295 162 6.7 0.6% 5 +0.1 pp +0.2 pp +0.1 pp -0.1 pp
Gradient Investments LLC CIK 0001542265 0.563 448 6.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Gold Investment Management Ltd. CIK 0002006008 0.278 202 6.6 1.8% 5 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 6.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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
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
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
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
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
Gulf International Bank (UK) Ltd CIK 0001598697 0.000 565 0.0 0.0% 0 -0.2 pp -0.1 pp -0.2 pp -0.1 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
Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 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
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
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
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
GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.1 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 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 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
PBU - The Pension Fund of Early Childhood & Youth Educators CIK 0002103310 0.321 124 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.1 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
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
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
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
GAM Holding AG CIK 0001438848 0.338 273 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
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
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
FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 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
Addison Advisors LLC CIK 0001843745 0.131 707 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
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
XPONANCE LLC CIK 0001637541 0.815 1841 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status