Signals

CP

1078 in-universe funds with a nonzero position in CP within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22548
Score / z-0.215 / -0.32
Consensus264.77 over 496 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+31% / 6.5d

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 3,900.5 0.7% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
TCI Fund Management Ltd CIK 0001647251 0.995 11 3,508.6 6.5% 3 -0.5 pp -1.7 pp +6.5 pp +6.5 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 2,799.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,725.3 0.3% 3 -0.0 pp +0.0 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 1,533.2 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1,371.1 1.1% 3 -0.0 pp -0.3 pp +1.1 pp +1.1 pp
FIL Ltd CIK 0000318989 0.878 1140 1,227.0 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 1,211.4 2.5% 3 -0.1 pp -0.5 pp +2.5 pp +2.5 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1,191.7 1.4% 4 -0.1 pp -0.3 pp -0.2 pp +1.4 pp
FMR LLC CIK 0000315066 0.989 5571 1,061.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 1,055.0 1.3% 3 -0.5 pp -0.7 pp +1.3 pp +1.3 pp
NORGES BANK CIK 0001374170 0.994 1617 978.6 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 928.6 12.8% 3 -0.5 pp -5.6 pp +12.8 pp +12.8 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 772.5 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 698.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Veritas Asset Management LLP CIK 0001541448 0.871 21 688.0 7.0% 3 -0.7 pp -0.9 pp +7.0 pp +7.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 661.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 620.9 1.1% 3 +0.0 pp -0.1 pp +1.1 pp +1.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 612.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 568.4 1.4% 3 -0.4 pp -0.5 pp +1.4 pp +1.4 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 539.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 522.1 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 512.4 0.4% 4 -0.3 pp -0.6 pp -0.5 pp +0.4 pp
Sustainable Growth Advisers, LP CIK 0001290668 0.854 47 483.3 3.4% 3 +0.0 pp +0.0 pp +3.4 pp +3.4 pp
Fiera Capital Corp CIK 0001505817 0.842 401 457.6 1.5% 3 +0.0 pp -0.1 pp +1.5 pp +1.5 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 452.8 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 449.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 442.2 0.3% 3 +0.1 pp -0.1 pp +0.3 pp +0.3 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 425.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 408.5 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
Rothschild & Co Wealth Management UK Ltd CIK 0001784260 0.981 25 394.2 6.2% 3 -0.2 pp +0.2 pp +6.2 pp +6.2 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 387.3 1.0% 3 -0.0 pp -0.2 pp +1.0 pp +1.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 378.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 364.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 341.3 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 327.6 1.5% 3 +0.3 pp +0.4 pp +1.5 pp +1.5 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 314.6 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
CANTILLON CAPITAL MANAGEMENT LLC CIK 0001279936 0.471 27 309.8 1.7% 3 -0.0 pp -0.3 pp +1.7 pp +1.7 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 301.1 1.2% 3 -0.5 pp -0.7 pp +1.2 pp +1.2 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 293.0 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 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 247.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 240.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 208.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 191.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Findlay Park Partners LLP CIK 0001351950 0.605 49 189.9 2.4% 3 -0.0 pp -0.2 pp +2.4 pp +2.4 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 184.3 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 181.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 177.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Consulta Ltd CIK 0001510677 0.719 15 167.5 8.2% 3 -3.4 pp -7.0 pp +8.2 pp +8.2 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 166.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 164.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 163.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 156.6 3.5% 3 +0.3 pp +0.2 pp +3.5 pp +3.5 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 154.8 2.0% 3 -0.3 pp -0.1 pp +2.0 pp +2.0 pp
Mirova US LLC CIK 0001802900 0.862 45 149.4 1.5% 3 -0.1 pp -0.3 pp +1.5 pp +1.5 pp
ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 147.6 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 141.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRISTOL JOHN W & CO INC /NY/ CIK 0000276101 0.793 62 136.5 2.1% 3 -0.1 pp -0.4 pp +2.1 pp +2.1 pp
Rathbones Group PLC CIK 0001351991 0.902 665 127.3 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 125.7 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 121.5 0.6% 3 -0.2 pp -0.5 pp +0.6 pp +0.6 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 117.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 116.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 115.9 0.2% 4 -0.2 pp -0.3 pp -0.3 pp +0.2 pp
Amundi CIK 0001330387 0.000 1 112.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 111.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 110.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 101.0 2.8% 3 -0.3 pp -1.0 pp +2.8 pp +2.8 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 98.3 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 97.5 3.7% 3 -0.2 pp -0.2 pp +3.7 pp +3.7 pp
Maren Capital LLC CIK 0001961415 0.939 17 93.9 5.0% 3 -0.5 pp -1.1 pp +5.0 pp +5.0 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 90.6 2.7% 3 +0.9 pp +0.5 pp +2.7 pp +2.7 pp
AVIVA PLC CIK 0001140022 0.925 854 89.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 86.9 0.1% 3 +0.0 pp -0.2 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 75.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 75.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 73.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 73.6 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 72.8 2.1% 3 -0.3 pp -1.3 pp +2.1 pp +2.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 69.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 68.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 68.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quilter Plc CIK 0001770632 0.827 131 67.4 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
LOCUST WOOD CAPITAL ADVISERS, LLC CIK 0001349434 0.761 31 65.4 1.6% 3 -0.2 pp -2.0 pp +1.6 pp +1.6 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 63.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 57.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 54.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 54.3 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
QV Investors Inc. CIK 0001570253 0.548 68 53.7 4.4% 1 +4.4 pp +0.1 pp +4.4 pp +4.4 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 52.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 51.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 51.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 50.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 50.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 46.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
W1M Asset Management Ltd CIK 0001767559 0.885 203 43.4 0.4% 1 +0.4 pp -2.0 pp +0.4 pp +0.4 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 43.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Interval Partners, LP CIK 0001590228 0.034 216 43.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 42.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 39.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Port Capital LLC CIK 0001729212 0.798 108 39.1 1.7% 3 +0.0 pp -0.1 pp +1.7 pp +1.7 pp
Marathon Asset Management Ltd CIK 0001861026 0.637 74 39.1 1.5% 3 -0.0 pp -0.0 pp +1.5 pp +1.5 pp
Value Partners Investments Inc. CIK 0001800916 0.592 104 38.1 2.9% 3 -0.2 pp -0.3 pp +2.9 pp +2.9 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 36.9 0.8% 4 +0.0 pp -0.0 pp +0.1 pp +0.8 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 36.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 33.0 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 32.5 2.2% 3 -0.4 pp -1.1 pp +2.2 pp +2.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 32.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 31.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 31.5 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 29.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 29.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 29.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
YCG, LLC CIK 0001584801 0.688 41 28.7 2.2% 3 -0.0 pp -0.1 pp +2.2 pp +2.2 pp
DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 27.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 26.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Fisher Funds Management LTD CIK 0001435028 0.536 174 26.8 0.7% 3 -0.3 pp -0.5 pp +0.7 pp +0.7 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 26.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 26.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 26.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 25.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Minneapolis Portfolio Management Group, LLC CIK 0001317253 0.558 34 24.3 2.8% 3 +0.1 pp -0.2 pp +2.8 pp +2.8 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 23.8 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
CRAMER ROSENTHAL MCGLYNN LLC CIK 0000820743 0.224 95 23.5 1.5% 3 +0.3 pp +0.1 pp +1.5 pp +1.5 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 23.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 22.6 2.0% 3 -0.0 pp -0.3 pp +2.0 pp +2.0 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 22.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 21.9 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 21.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PACIFIC HEIGHTS ASSET MANAGEMENT LLC CIK 0001323414 0.720 77 21.0 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
Prevatt Capital Ltd CIK 0002009520 0.815 12 20.6 6.0% 3 -1.1 pp -1.7 pp +6.0 pp +6.0 pp
Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 19.9 1.5% 3 +1.0 pp -0.1 pp +1.5 pp +1.5 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 19.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Partners Group Holding AG CIK 0001534259 0.621 52 19.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Sone Capital Management, LLC CIK 0002026215 0.034 108 19.2 1.6% 3 -0.6 pp +0.7 pp +1.6 pp +1.6 pp
TCW GROUP INC CIK 0000850401 0.730 629 18.6 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 18.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 17.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cumberland Partners Ltd CIK 0001578985 0.443 153 17.6 1.1% 3 -0.8 pp -1.1 pp +1.1 pp +1.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 17.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 17.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Georgetown University CIK 0001730469 0.865 11 17.1 6.8% 3 +1.0 pp -0.2 pp +6.8 pp +6.8 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 17.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 16.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 16.5 1.0% 3 -0.3 pp -0.4 pp +1.0 pp +1.0 pp
Ninety One North America, Inc. CIK 0001633343 0.550 106 16.2 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 15.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 0.0 0.0% 0 -1.0 pp -1.8 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 0.0 0.0% 0 +0.0 pp -0.4 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 +0.0 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
Paragon Capital Management LLC CIK 0001388437 0.504 60 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Jackson Square Partners, LLC CIK 0001605911 0.000 0 0.0 0.0% 0 -2.0 pp -1.9 pp +0.0 pp +0.0 pp
Wiser Advisor Group LLC CIK 0002011550 0.262 229 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 +0.0 pp -5.1 pp +0.0 pp +0.0 pp
Phraction Management LLC CIK 0001907803 0.444 65 0.0 0.0% 0 -0.3 pp -0.4 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
Sycale Advisors (NY) LLC CIK 0001811522 0.084 22 0.0 0.0% 0 -4.4 pp -4.9 pp +0.0 pp +0.0 pp
RIVULET CAPITAL, LLC CIK 0001566691 0.000 0 0.0 0.0% 0 -10.5 pp -10.3 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 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
SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
JLB & ASSOCIATES INC CIK 0001085227 0.383 68 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 -0.0 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
GM Advisory Group, LLC CIK 0001598304 0.773 374 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
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clarendon Private LLC CIK 0001961628 0.221 124 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
Egerton Capital (UK) LLP CIK 0001581811 0.848 23 0.0 0.0% 0 -1.6 pp -3.7 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Otter Creek Advisors, LLC CIK 0001640361 0.021 28 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
MARATHON CAPITAL MANAGEMENT CIK 0001213206 0.354 187 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
GARDNER LEWIS ASSET MANAGEMENT L P CIK 0000941560 0.046 75 0.0 0.0% 0 +0.0 pp -0.1 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
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
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
M&G Plc CIK 0001802539 0.820 370 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Boomfish Wealth Group, LLC CIK 0002010786 0.172 95 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
STONE RUN CAPITAL, LLC CIK 0001512746 0.290 71 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
PECAUT & CO. CIK 0001597200 0.622 65 0.0 0.0% 0 +0.0 pp -1.0 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
Woodline Partners LP CIK 0001784547 0.424 1011 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BEACONLIGHT CAPITAL, LLC CIK 0001569537 0.033 31 0.0 0.0% 0 -2.1 pp -2.0 pp +0.0 pp +0.0 pp
VEGA INVESTMENT SOLUTIONS CIK 0002056914 0.174 144 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Shellback Capital, LP CIK 0001591744 0.016 89 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
NJ State Employees Deferred Compensation Plan CIK 0001483259 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.4 pp -0.4 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
Compass Wealth Management LLC CIK 0001965653 0.179 167 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 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
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
Callahan Advisors, LLC CIK 0001395055 0.520 181 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vestcor Inc CIK 0001536925 0.400 1189 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 -0.1 pp +0.0 pp +0.0 pp
TEMA ETFS LLC CIK 0002056807 0.118 583 0.0 0.0% 0 -0.1 pp -0.3 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 -0.2 pp +0.0 pp +0.0 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 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
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 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 -6.0 pp -6.4 pp +0.0 pp +0.0 pp
Stenham Asset Management Ltd CIK 0001840750 0.459 15 0.0 0.0% 0 +0.0 pp -4.0 pp +0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 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
Mediolanum International Funds Ltd CIK 0002022028 0.592 452 0.0 0.0% 0 +0.0 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
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
Caldwell Trust Co CIK 0002080218 0.488 811 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
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
SATURNA CAPITAL CORP CIK 0001316617 0.899 140 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STONEBRIDGE CAPITAL MANAGEMENT INC CIK 0000051812 0.150 70 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 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
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
Templeton & Phillips Capital Management, LLC CIK 0001961304 0.393 52 0.0 0.0% 0 -1.5 pp -0.8 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
Saranac Partners Ltd CIK 0002098745 0.206 112 0.0 0.0% 0 +0.0 pp -2.5 pp -2.4 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
PRAGMA GESTAO DE PATRIMONIO LTD CIK 0001555512 0.072 16 0.0 0.0% 0 +0.0 pp -1.1 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
1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Forge First Asset Management Inc. CIK 0001963062 0.000 0 0.0 0.0% 0 -1.9 pp -10.6 pp +0.0 pp +0.0 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Papamarkou Wellner Asset Management inc. CIK 0002063952 0.431 75 0.0 0.0% 0 -0.1 pp -0.2 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
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 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
Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BKM Wealth Management, LLC CIK 0002007263 0.267 148 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
RIPOSTE CAPITAL LLC CIK 0001672355 0.000 21 0.0 0.0% 0 +0.0 pp -4.5 pp +0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.385 356 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
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 (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