Signals

CP

1250 in-universe funds with a nonzero position in CP within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1332
Score / z0.024 / 0.01
Consensus357.63 over 652 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 / 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 4,699.6 0.8% 5 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
TCI Fund Management Ltd CIK 0001647251 0.995 11 3,925.9 7.4% 5 -0.7 pp +0.9 pp +0.4 pp -0.8 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 2,129.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 2,108.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 2,096.4 2.1% 6 +0.6 pp +0.7 pp +0.6 pp +0.4 pp
FIL Ltd CIK 0000318989 0.878 1140 1,839.6 1.3% 5 +0.0 pp +0.4 pp +0.5 pp +0.6 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,773.3 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 1,722.4 0.6% 5 -0.0 pp +0.0 pp -0.0 pp -0.2 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 1,328.1 2.4% 5 -0.4 pp -0.1 pp -0.1 pp -0.6 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1,264.4 1.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.3 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 1,220.6 1.5% 5 +0.0 pp +0.2 pp -0.3 pp -0.5 pp
NORGES BANK CIK 0001374170 0.994 1617 1,184.4 0.1% 1 +0.1 pp +0.0 pp +0.1 pp -0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 859.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 820.5 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 806.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 803.0 1.5% 5 +0.2 pp +0.5 pp +0.5 pp +0.3 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 682.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 657.7 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 656.6 1.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 610.3 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 604.8 0.1% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 581.7 6.3% 5 -2.2 pp -6.5 pp -7.0 pp -12.1 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 546.5 0.0% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 542.5 0.3% 5 +0.0 pp +0.0 pp +0.1 pp -0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 532.6 1.4% 5 -0.0 pp +0.6 pp +0.6 pp +0.5 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 501.9 0.4% 6 -0.0 pp -0.1 pp -0.4 pp -0.7 pp
Fiera Capital Corp CIK 0001505817 0.842 401 497.8 1.8% 5 +0.2 pp +0.4 pp +0.4 pp +0.3 pp
Veritas Asset Management LLP CIK 0001541448 0.871 21 496.3 8.9% 5 -0.2 pp +1.9 pp +1.2 pp +1.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 488.3 1.1% 5 -0.2 pp -0.3 pp -0.7 pp -0.8 pp
Rothschild & Co Wealth Management UK Ltd CIK 0001784260 0.981 25 452.6 6.5% 5 +0.2 pp +0.3 pp +0.2 pp +0.5 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 442.2 0.7% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 424.6 1.3% 5 +0.2 pp +0.1 pp -0.3 pp -0.6 pp
OAKLAND FINANCIAL CORP CIK 0001169683 0.793 6 399.8 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 376.8 2.0% 5 -0.1 pp +0.5 pp +0.7 pp +0.9 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 355.7 0.8% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 327.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 325.6 0.1% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 313.0 1.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 308.4 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Sustainable Growth Advisers, LP CIK 0001290668 0.854 47 281.4 2.8% 5 -1.1 pp -0.6 pp -0.6 pp -0.6 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 276.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 257.4 0.2% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 250.3 0.4% 5 +0.0 pp -0.1 pp +0.0 pp +0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 249.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 244.7 2.3% 3 +0.2 pp +0.4 pp +2.3 pp +2.3 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 229.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 228.4 0.3% 5 +0.1 pp +0.2 pp +0.2 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 227.6 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Mirova US LLC CIK 0001802900 0.862 45 224.1 2.4% 5 +0.7 pp +0.9 pp +0.8 pp +0.6 pp
AKO CAPITAL LLP CIK 0001376879 0.855 22 210.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 207.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Findlay Park Partners LLP CIK 0001351950 0.605 49 193.5 2.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 193.2 0.3% 6 -0.0 pp +0.1 pp -0.1 pp -0.2 pp
Canoe Financial LP CIK 0001908219 0.715 110 192.9 2.4% 5 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 185.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 179.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 174.8 1.7% 5 +0.0 pp -0.3 pp -0.6 pp -0.4 pp
ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 173.6 0.7% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 172.8 0.7% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 167.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BRISTOL JOHN W & CO INC /NY/ CIK 0000276101 0.793 62 157.0 2.3% 5 -0.0 pp +0.2 pp +0.1 pp -0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 151.3 0.1% 5 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 147.3 3.6% 5 +0.0 pp +0.0 pp +0.3 pp +0.2 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 142.7 0.0% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 142.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 140.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 136.9 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 135.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 129.0 0.7% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quilter Plc CIK 0001770632 0.827 131 123.3 1.9% 5 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 121.3 0.3% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Nuveen, LLC CIK 0001871926 0.966 3735 119.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 116.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 115.6 0.7% 5 +0.2 pp +0.1 pp -0.1 pp -0.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 109.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 108.7 2.9% 5 -0.1 pp +0.1 pp -0.2 pp -0.9 pp
REAVES W H & CO INC CIK 0000740913 0.781 94 108.5 1.6% 5 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 102.6 2.8% 5 +0.6 pp +0.7 pp +0.3 pp -0.6 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 102.4 2.5% 5 -0.0 pp -0.2 pp +0.7 pp +0.3 pp
AVIVA PLC CIK 0001140022 0.925 854 96.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 94.5 3.3% 5 +0.2 pp -0.4 pp -0.6 pp -0.6 pp
BCV Asset Management Inc. CIK 0002110721 0.558 116 94.4 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
Maren Capital LLC CIK 0001961415 0.939 17 92.4 4.3% 5 -0.0 pp -0.8 pp -1.3 pp -1.8 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 84.6 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 84.0 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 82.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 76.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 76.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 76.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 75.8 0.3% 5 +0.3 pp +0.2 pp +0.2 pp +0.3 pp
MILFORD FUNDS LTD CIK 0001775715 0.574 91 74.7 1.2% 2 +0.5 pp +1.2 pp +1.2 pp +1.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 72.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 64.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 64.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 63.3 0.1% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Value Partners Investments Inc. CIK 0001800916 0.592 104 62.7 4.4% 5 +0.0 pp +1.5 pp +1.2 pp +1.2 pp
DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 61.6 0.6% 5 +0.1 pp +0.3 pp +0.3 pp +0.2 pp
QV Investors Inc. CIK 0001570253 0.548 68 59.2 4.6% 3 +0.0 pp +0.2 pp +4.6 pp +0.3 pp
W1M Asset Management Ltd CIK 0001767559 0.885 203 59.2 0.5% 3 +0.0 pp +0.1 pp +0.5 pp -1.9 pp
Rathbones Group PLC CIK 0001351991 0.902 665 58.3 0.2% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 55.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 54.9 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 53.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 51.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 51.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 48.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Port Capital LLC CIK 0001729212 0.798 108 47.9 2.0% 5 -0.0 pp +0.3 pp +0.3 pp +0.2 pp
Life Cycle Investment Partners Ltd CIK 0002072459 0.833 158 47.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 45.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 43.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 43.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 41.7 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Marathon Asset Management Ltd CIK 0001861026 0.637 74 39.9 1.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 38.9 0.9% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WGI DM, LLC CIK 0002059126 0.836 7 37.4 3.2% 2 -0.3 pp +3.2 pp +3.2 pp +3.2 pp
Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 36.4 2.6% 5 +0.2 pp +0.4 pp +0.0 pp -0.7 pp
Aberdeen Group plc CIK 0001716774 0.934 934 36.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 35.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 33.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 33.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Ruffer LLP CIK 0001426859 0.221 187 33.4 1.2% 3 -0.0 pp +0.5 pp +1.2 pp +1.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 33.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CRAMER ROSENTHAL MCGLYNN LLC CIK 0000820743 0.224 95 30.9 1.6% 5 +0.1 pp +0.1 pp +0.3 pp +0.2 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 30.2 0.0% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Minneapolis Portfolio Management Group, LLC CIK 0001317253 0.558 34 30.2 2.9% 5 +0.0 pp +0.1 pp +0.2 pp -0.2 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 30.1 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Covea Finance CIK 0001636948 0.445 153 29.7 0.9% 5 +0.7 pp +0.7 pp +0.7 pp +0.8 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 28.8 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 28.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
PACIFIC HEIGHTS ASSET MANAGEMENT LLC CIK 0001323414 0.720 77 28.2 0.9% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 26.7 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 26.4 1.2% 4 -0.1 pp +0.2 pp +0.1 pp +1.2 pp
BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 26.2 2.2% 5 +0.1 pp +0.2 pp +0.2 pp -0.1 pp
Korea Investment CORP CIK 0001441689 0.896 677 26.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Delaney Capital Management Ltd. CIK 2140766 0.741 53 25.7 4.1% 2 +0.3 pp +4.1 pp +4.1 pp +4.1 pp
Fisher Funds Management LTD CIK 0001435028 0.536 174 24.7 0.7% 5 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
YCG, LLC CIK 0001584801 0.688 41 24.4 2.1% 5 -0.3 pp -0.0 pp -0.0 pp -0.2 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 24.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 24.0 1.3% 5 +0.1 pp +0.3 pp -0.0 pp -0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 24.0 0.0% 5 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 23.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 23.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 22.1 1.1% 5 -0.6 pp +0.5 pp +0.2 pp +0.3 pp
Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 21.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 21.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Partners Group Holding AG CIK 0001534259 0.621 52 21.1 1.4% 3 -1.4 pp +0.1 pp +1.4 pp +1.4 pp
Georgetown University CIK 0001730469 0.865 11 20.2 8.3% 5 -0.0 pp +1.5 pp +2.5 pp +1.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 19.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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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
Woodline Partners LP CIK 0001784547 0.424 1011 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
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Wellspring Financial Advisors, LLC CIK 0001811308 0.784 288 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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PECAUT & CO. CIK 0001597200 0.622 65 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
Shellback Capital, LP CIK 0001591744 0.016 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
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Galibier Capital Management Ltd. CIK 0001765768 0.684 38 0.0 0.0% 0 +0.0 pp +0.0 pp -6.0 pp -6.4 pp
DKRT Investments Corp. CIK 0002080627 0.185 50 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
NJ State Employees Deferred Compensation Plan CIK 0001483259 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
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HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.5 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
RIPOSTE CAPITAL LLC CIK 0001672355 0.000 21 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.5 pp
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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
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. CIK 0001672142 0.000 157 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
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Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.0 0.0% 0 +0.0 pp +0.0 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
MAVERICK CAPITAL LTD CIK 0000934639 0.376 177 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 +0.0 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
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CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
PRAGMA GESTAO DE PATRIMONIO LTD CIK 0001555512 0.072 16 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
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SMA Capital LLC CIK 0002075338 0.000 121 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
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Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LWM Advisory Services, LLC CIK 0001697716 0.020 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 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 (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