Signals

TD

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

Flow ranking

Rank#23705
Score / z-0.037 / -0.06
Consensus259.04 over 457 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

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

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 11,470.5 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 6,115.9 0.1% 2 -0.0 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 5,578.3 2.3% 2 -0.5 pp +2.3 pp +2.3 pp +2.3 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 3,184.2 6.6% 2 -0.5 pp +6.6 pp +6.6 pp +6.6 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 3,008.1 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
FIL Ltd CIK 0000318989 0.878 1140 2,892.8 2.3% 2 -0.4 pp +2.3 pp +2.3 pp +2.3 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2,392.1 2.7% 2 +0.3 pp +2.7 pp +2.7 pp +2.7 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 2,044.7 2.5% 3 -0.2 pp -0.0 pp +2.5 pp +2.5 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 1,766.3 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 1,459.6 2.6% 3 -0.7 pp -0.9 pp +2.6 pp +2.6 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,283.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 1,248.8 3.6% 2 -0.2 pp +3.6 pp +3.6 pp +3.6 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1,230.5 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 965.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 938.0 5.2% 2 +0.1 pp +5.2 pp +5.2 pp +5.2 pp
FMR LLC CIK 0000315066 0.989 5571 871.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 861.8 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 858.8 3.7% 2 -0.1 pp +3.7 pp +3.7 pp +3.7 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 808.5 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 800.7 3.2% 2 -1.4 pp +3.2 pp +3.2 pp +3.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 778.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 745.9 4.9% 2 -0.1 pp +4.9 pp +4.9 pp +4.9 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 671.8 1.2% 2 +0.3 pp +1.2 pp +1.2 pp +1.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 668.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 612.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 557.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 478.5 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 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 473.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Research Global Investors CIK 0001422848 0.983 426 455.0 0.1% 2 +0.0 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 401.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 397.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 363.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 317.4 1.8% 2 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 317.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 310.4 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 242.5 4.2% 2 -0.3 pp +4.2 pp +4.2 pp +4.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 235.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 226.9 6.3% 2 -0.2 pp +6.3 pp +6.3 pp +6.3 pp
Amundi CIK 0001330387 0.000 1 220.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 198.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 189.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 188.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 176.4 5.3% 2 +0.4 pp +5.3 pp +5.3 pp +5.3 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 173.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 165.1 1.2% 2 +0.6 pp +1.2 pp +1.2 pp +1.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 160.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 156.9 9.4% 2 -0.7 pp +9.4 pp +9.4 pp +9.4 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 147.6 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 147.5 4.4% 2 -0.3 pp +4.4 pp +4.4 pp +4.4 pp
Burgundy Asset Management Ltd. CIK 0001315868 0.000 0 142.3 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 140.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 136.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 132.7 5.4% 2 -0.2 pp +5.4 pp +5.4 pp +5.4 pp
Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 132.1 4.7% 2 +0.0 pp +4.7 pp +4.7 pp +4.7 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 122.6 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 118.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 111.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 105.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 96.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 93.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 90.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 88.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 87.0 2.6% 2 +0.8 pp +2.6 pp +2.6 pp +2.6 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 79.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 78.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 76.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Korea Investment CORP CIK 0001441689 0.896 677 75.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 74.8 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 72.1 8.0% 2 -0.1 pp +8.0 pp +8.0 pp +8.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 68.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canoe Financial LP CIK 0001908219 0.716 110 67.5 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 66.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 63.5 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 59.6 5.5% 2 +0.1 pp +5.5 pp +5.5 pp +5.5 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 57.6 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 56.0 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
Guardian Partners Inc. CIK 0001884799 0.411 391 53.0 4.5% 2 +0.0 pp +4.5 pp +4.5 pp +4.5 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 49.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 49.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 47.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 45.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 45.3 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
QV Investors Inc. CIK 0001570253 0.548 68 40.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 39.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 38.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 38.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 34.2 3.0% 2 -1.2 pp +3.0 pp +3.0 pp +3.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 34.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 33.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 31.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Woodbridge CO LTD CIK 0001397960 0.000 48 31.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 30.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 29.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 29.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
SIG North Trading, ULC CIK 0001868643 0.319 79 28.7 4.4% 2 +3.2 pp +4.4 pp +4.4 pp +4.4 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 28.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 27.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 27.1 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 25.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 23.9 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 23.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 23.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 23.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PORTLAND INVESTMENT COUNSEL INC. CIK 0001081668 0.608 58 22.5 6.2% 2 -2.1 pp +6.2 pp +6.2 pp +6.2 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 22.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 21.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 20.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ASR Vermogensbeheer N.V. CIK 0001916757 0.646 460 20.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sienna Gestion CIK 0002021242 0.252 178 20.0 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
CANERECTOR INC CIK 0001113234 0.807 9 20.0 10.7% 2 -0.7 pp +10.7 pp +10.7 pp +10.7 pp
Heathbridge Capital Management Ltd. CIK 0001503269 0.432 28 19.9 7.7% 2 -1.0 pp +7.7 pp +7.7 pp +7.7 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 19.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Coleford Investment Management Ltd. CIK 0001939136 0.581 23 19.4 4.6% 2 -0.3 pp +4.6 pp +4.6 pp +4.6 pp
Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 19.3 1.3% 2 +0.7 pp +1.3 pp +1.3 pp +1.3 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 18.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 18.9 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
Triasima Portfolio Management inc. CIK 0001938757 0.172 127 18.2 2.8% 2 +1.2 pp +2.8 pp +2.8 pp +2.8 pp
Creative Planning CIK 0001540235 0.979 4196 17.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 17.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Investment Management Corp of Ontario CIK 0001811568 0.687 657 15.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 15.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Utah Retirement Systems CIK 0001548392 0.790 1027 15.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 14.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 14.7 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 14.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 13.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 13.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Assets Investment Management, LLC CIK 0001389256 0.544 146 13.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 12.3 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 12.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 12.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 12.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Lombard Odier Asset Management (Switzerland) SA CIK 0001535660 0.603 453 10.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 10.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Claret Asset Management Corp CIK 0001735513 0.442 498 9.9 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gulf International Bank (UK) Ltd CIK 0001598697 0.000 565 9.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Gold Investment Management Ltd. CIK 0002006008 0.278 202 9.3 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 9.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 8.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cumberland Partners Ltd CIK 0001578985 0.443 153 8.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 8.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Genus Capital Management Inc. CIK 0001532385 0.111 204 8.4 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
DKRT Investments Corp. CIK 0002080627 0.185 50 8.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 8.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PCJ Investment Counsel Ltd. CIK 0001426318 0.110 62 8.1 2.2% 2 -0.6 pp +2.2 pp +2.2 pp +2.2 pp
NATIXIS CIK 0001274981 0.561 1107 8.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 7.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 7.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 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 +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 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
High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
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
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH CIK 0001142433 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
BFSG, LLC CIK 0001706836 0.376 765 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.0 0.0% 0 -0.0 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 -0.1 pp +0.0 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 0.0 0.0% 0 -0.1 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 -3.5 pp -0.5 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 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
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 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
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
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
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 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
V-Square Quantitative Management LLC CIK 0001943239 0.480 725 0.0 0.0% 0 -0.0 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
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 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
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delta Global Management LP CIK 0001992724 0.029 149 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Columbia Bank CIK 0002017259 0.353 165 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp -1.6 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
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
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
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.013 136 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 -0.2 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
Onex Canada Asset Management Inc. CIK 0000905790 0.437 80 0.0 0.0% 0 -0.5 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
Carrera Capital Advisors CIK 0002035329 0.443 210 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 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 -0.3 pp -0.3 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
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
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
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -0.2 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
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
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 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 TD). Qtrs Held counts distinct quarters this fund has actually held TD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TD position size. Δ columns are the percentage-point change in TD'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