Signals

CP

1014 in-universe funds with a nonzero position in CP within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24410
Score / z-0.688 / -1.03
Consensus294.78 over 548 funds
Momentumno 12m return

Price & positioning

226 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 / 4
FiledFormItems
2026-07-30 8-K 8.01, 9.01
2026-07-29 8-K 5.02, 7.01, 9.01
2026-07-29 8-K 2.02, 9.01
2026-07-08 8-K 1.01, 9.01
2026-04-30 8-K 5.07, 8.01, 9.01
2026-04-29 8-K 2.02, 9.01
2026-04-29 8-K 8.01, 9.01
2026-03-25 8-K 8.01, 9.01
2026-03-06 8-K 1.01, 2.03, 9.01
2026-03-05 8-K 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2018-05-15 424B5 CANADIAN PACIFIC KANSAS CITY L
2018-05-14 424B5 CANADIAN PACIFIC KANSAS CITY L

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 4,063.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
TCI Fund Management Ltd CIK 0001647251 0.995 11 3,713.5 7.0% 2 -1.2 pp +7.0 pp +7.0 pp +7.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 2,884.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,722.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 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 1,627.2 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1,388.7 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 1,229.2 2.6% 2 -0.4 pp +2.6 pp +2.6 pp +2.6 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1,216.9 1.5% 3 -0.2 pp -0.2 pp +1.5 pp +1.5 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,176.1 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 1,062.9 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
FMR LLC CIK 0000315066 0.989 5571 1,054.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIL Ltd CIK 0000318989 0.878 1140 1,032.4 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 1,007.4 13.3% 2 -5.1 pp +13.3 pp +13.3 pp +13.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 894.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 843.1 0.8% 3 -0.3 pp -0.1 pp +0.8 pp +0.8 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 785.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Veritas Asset Management LLP CIK 0001541448 0.871 21 723.9 7.7% 2 -0.2 pp +7.7 pp +7.7 pp +7.7 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 679.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 631.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 623.9 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 577.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 573.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Sustainable Growth Advisers, LP CIK 0001290668 0.854 47 569.1 3.3% 2 +0.0 pp +3.3 pp +3.3 pp +3.3 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 535.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 515.0 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 450.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Fiera Capital Corp CIK 0001505817 0.842 401 436.6 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 413.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 412.3 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
Rothschild & Co Wealth Management UK Ltd CIK 0001784260 0.981 25 395.2 6.4% 2 +0.3 pp +6.4 pp +6.4 pp +6.4 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 363.8 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 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 343.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 328.1 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 323.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 314.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
CANTILLON CAPITAL MANAGEMENT LLC CIK 0001279936 0.470 27 310.9 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 295.4 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 295.3 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 266.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 241.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Findlay Park Partners LLP CIK 0001351950 0.605 49 231.1 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 214.2 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
Consulta Ltd CIK 0001510677 0.719 15 204.8 11.6% 2 -3.6 pp +11.6 pp +11.6 pp +11.6 pp
Swiss National Bank CIK 0001582202 0.961 2301 197.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 190.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 189.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 185.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 171.0 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 167.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirova US LLC CIK 0001802900 0.862 45 156.0 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 151.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Egerton Capital (UK) LLP CIK 0001581811 0.848 23 150.9 1.6% 2 -2.1 pp +1.6 pp +1.6 pp +1.6 pp
ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 149.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 149.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 142.9 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
BRISTOL JOHN W & CO INC /NY/ CIK 0000276101 0.793 62 140.7 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
Amundi CIK 0001330387 0.000 1 127.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 124.5 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 122.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 121.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 114.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 112.6 3.1% 2 -0.7 pp +3.1 pp +3.1 pp +3.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 111.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 111.3 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 105.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 102.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 100.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Maren Capital LLC CIK 0001961415 0.939 17 100.4 5.6% 2 -0.5 pp +5.6 pp +5.6 pp +5.6 pp
AVIVA PLC CIK 0001140022 0.925 854 97.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 96.8 3.9% 2 +0.0 pp +3.9 pp +3.9 pp +3.9 pp
RIVULET CAPITAL, LLC CIK 0001566691 0.000 0 89.8 10.5% 2 +0.2 pp +10.5 pp +10.5 pp +10.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 84.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 83.4 2.5% 2 -1.0 pp +2.5 pp +2.5 pp +2.5 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 80.8 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 76.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 73.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 70.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 70.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 69.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 68.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quilter Plc CIK 0001770632 0.827 131 67.5 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 66.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOCUST WOOD CAPITAL ADVISERS, LLC CIK 0001349434 0.761 31 65.8 1.8% 2 -1.9 pp +1.8 pp +1.8 pp +1.8 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 64.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 59.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
M.D. Sass, LLC CIK 0000922940 0.313 38 55.5 4.5% 2 -0.5 pp +4.5 pp +4.5 pp +4.5 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 55.4 1.8% 2 -0.4 pp +1.8 pp +1.8 pp +1.8 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 52.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 52.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Korea Investment CORP CIK 0001441689 0.896 677 48.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 48.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 45.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 44.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 44.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 43.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 43.3 2.6% 2 -0.7 pp +2.6 pp +2.6 pp +2.6 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 42.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marathon Asset Management Ltd CIK 0001861026 0.637 74 42.0 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
Port Capital LLC CIK 0001729212 0.798 108 39.4 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
Value Partners Investments Inc. CIK 0001800916 0.592 104 38.4 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
Fisher Funds Management LTD CIK 0001435028 0.536 174 37.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 37.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 37.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 36.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 36.1 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 34.8 0.8% 3 -0.0 pp +0.1 pp +0.8 pp +0.8 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 33.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 33.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 31.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
YCG, LLC CIK 0001584801 0.688 41 28.9 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 28.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 28.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cumberland Partners Ltd CIK 0001578985 0.443 153 28.7 1.9% 2 -0.3 pp +1.9 pp +1.9 pp +1.9 pp
DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 28.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 27.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 27.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 26.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sone Capital Management, LLC CIK 0002026215 0.034 108 25.9 2.2% 2 +1.3 pp +2.2 pp +2.2 pp +2.2 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 25.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 25.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 25.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 24.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Minneapolis Portfolio Management Group, LLC CIK 0001317253 0.558 34 23.4 2.7% 2 -0.3 pp +2.7 pp +2.7 pp +2.7 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 22.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
11 Capital Partners LP CIK 0001801172 0.274 20 22.8 6.5% 2 -2.9 pp +6.5 pp +6.5 pp +6.5 pp
Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 21.8 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Pictet North America Advisors SA CIK 0001599576 0.451 154 21.8 2.0% 2 -0.7 pp +2.0 pp +2.0 pp +2.0 pp
BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 21.4 2.0% 2 -0.3 pp +2.0 pp +2.0 pp +2.0 pp
Prevatt Capital Ltd CIK 0002009520 0.815 12 20.9 7.1% 2 -0.6 pp +7.1 pp +7.1 pp +7.1 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 20.7 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
Premier Fund Managers Ltd CIK 0001673907 0.066 174 19.4 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
CRAMER ROSENTHAL MCGLYNN LLC CIK 0000820743 0.224 95 19.3 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 18.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 18.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Galibier Capital Management Ltd. CIK 0001765768 0.684 38 17.9 6.0% 2 -0.4 pp +6.0 pp +6.0 pp +6.0 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 17.7 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
LPL Financial LLC CIK 0001403438 0.957 5996 17.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Georgetown University CIK 0001730469 0.865 11 17.3 5.8% 2 -1.2 pp +5.8 pp +5.8 pp +5.8 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 17.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freshford Capital Management, LLC CIK 0001459270 0.282 22 17.0 4.9% 2 -1.5 pp +4.9 pp +4.9 pp +4.9 pp
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP CIK 0001595082 0.000 231 16.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 16.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ninety One North America, Inc. CIK 0001633343 0.550 106 16.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 16.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 15.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 15.6 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
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Henshaw Capital LLC CIK 0002131483 0.689 160 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 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
SMART Wealth LLC CIK 0002044723 0.032 222 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Mattern Wealth Management LLC CIK 0001802376 0.596 183 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRAGMA GESTAO DE PATRIMONIO LTD CIK 0001555512 0.072 16 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Saranac Partners Ltd CIK 0002098745 0.206 112 0.0 0.0% 0 -2.5 pp -2.4 pp +0.0 pp +0.0 pp
V-Square Quantitative Management LLC CIK 0001943239 0.480 725 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Trust CIK 0001905128 0.729 334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 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
Candelo Capital Management LP CIK 0001845660 0.094 27 0.0 0.0% 0 -5.1 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 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
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 0.0 0.0% 0 -0.1 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
Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VEGA INVESTMENT SOLUTIONS CIK 0002056914 0.174 144 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
GARDNER LEWIS ASSET MANAGEMENT L P CIK 0000941560 0.046 75 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Quaero Capital S.A. CIK 0001843510 0.029 65 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BKM Wealth Management, LLC CIK 0002007263 0.267 148 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
TCW GROUP INC CIK 0000850401 0.730 629 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 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 CP). Qtrs Held counts distinct quarters this fund has actually held CP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CP position size. Δ columns are the percentage-point change in CP'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