Signals

TD

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

Flow ranking

Rank#22644
Score / z-0.316 / -0.46
Consensus278.03 over 505 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 11,430.0 2.0% 3 -0.0 pp -0.1 pp +2.0 pp +2.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 7,280.9 0.1% 3 +0.0 pp +0.0 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 6,576.6 2.6% 3 +0.3 pp -0.2 pp +2.6 pp +2.6 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 3,644.7 6.5% 3 -0.1 pp -0.6 pp +6.5 pp +6.5 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 3,548.1 2.9% 3 +0.4 pp +0.5 pp +2.9 pp +2.9 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 3,041.7 3.9% 3 +0.9 pp +1.0 pp +3.9 pp +3.9 pp
FIL Ltd CIK 0000318989 0.878 1140 2,919.8 2.2% 3 -0.1 pp -0.5 pp +2.2 pp +2.2 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 2,415.4 2.9% 4 +0.4 pp +0.2 pp +0.4 pp +2.9 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2,414.0 2.5% 3 -0.2 pp +0.1 pp +2.5 pp +2.5 pp
NORGES BANK CIK 0001374170 0.994 1617 2,126.0 0.2% 1 +0.2 pp +0.0 pp +0.2 pp +0.2 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 1,836.5 2.7% 4 +0.1 pp -0.5 pp -0.8 pp +2.7 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,610.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1,607.0 1.3% 3 +0.3 pp +0.4 pp +1.3 pp +1.3 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 1,432.9 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 1,339.0 3.2% 3 -0.4 pp -0.6 pp +3.2 pp +3.2 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 1,274.6 0.9% 3 +0.2 pp +0.1 pp +0.9 pp +0.9 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 1,121.7 1.9% 3 +0.7 pp +0.9 pp +1.9 pp +1.9 pp
FMR LLC CIK 0000315066 0.989 5571 1,050.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1,006.4 4.1% 3 +0.4 pp +0.3 pp +4.1 pp +4.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 957.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 934.1 3.6% 3 +0.4 pp -1.0 pp +3.6 pp +3.6 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 874.3 5.4% 3 +0.6 pp +0.5 pp +5.4 pp +5.4 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 859.6 2.3% 3 -0.3 pp -0.3 pp +2.3 pp +2.3 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 660.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 657.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Capital Research Global Investors CIK 0001422848 0.983 426 538.2 0.1% 3 +0.0 pp +0.0 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 498.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 469.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 467.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 442.6 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 434.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 389.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 331.0 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
Amundi CIK 0001330387 0.000 1 324.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 320.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 269.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 266.7 1.4% 3 -0.4 pp -0.2 pp +1.4 pp +1.4 pp
LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 258.8 4.2% 3 +0.1 pp -0.2 pp +4.2 pp +4.2 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 243.5 6.8% 3 +0.4 pp +0.2 pp +6.8 pp +6.8 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 234.6 0.4% 3 +0.1 pp -0.0 pp +0.4 pp +0.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 218.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 217.7 6.3% 3 +0.9 pp +1.3 pp +6.3 pp +6.3 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 214.8 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 213.5 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 196.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 180.2 0.7% 3 +0.1 pp +0.4 pp +0.7 pp +0.7 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 179.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 175.3 1.2% 3 +0.1 pp +0.6 pp +1.2 pp +1.2 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 174.2 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 168.6 4.9% 3 +0.6 pp +0.3 pp +4.9 pp +4.9 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 159.4 6.1% 3 +0.7 pp +0.5 pp +6.1 pp +6.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 156.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 151.2 5.0% 3 +0.3 pp +0.3 pp +5.0 pp +5.0 pp
Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 150.2 10.3% 3 +0.9 pp +0.2 pp +10.3 pp +10.3 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 139.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 138.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 138.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 136.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 124.5 3.7% 3 +1.6 pp +1.6 pp +3.7 pp +3.7 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 124.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 120.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 110.1 3.0% 3 +0.4 pp +1.2 pp +3.0 pp +3.0 pp
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 107.3 9.1% 3 +1.1 pp +1.0 pp +9.1 pp +9.1 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 106.9 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 90.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Korea Investment CORP CIK 0001441689 0.896 677 90.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 89.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 88.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 84.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 77.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 77.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 71.6 6.2% 3 +0.7 pp +0.8 pp +6.2 pp +6.2 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 68.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Guardian Partners Inc. CIK 0001884799 0.411 391 68.1 5.5% 3 +1.0 pp +1.0 pp +5.5 pp +5.5 pp
Canoe Financial LP CIK 0001908219 0.715 110 68.0 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 67.7 1.5% 4 +0.2 pp +0.2 pp +0.2 pp +1.5 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 61.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 59.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 57.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 52.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 49.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 48.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 47.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 46.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QV Investors Inc. CIK 0001570253 0.548 68 44.5 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 42.6 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 41.2 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 37.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Woodbridge CO LTD CIK 0001397960 0.000 48 36.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 36.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 35.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 35.3 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 34.2 3.1% 3 +0.1 pp -1.1 pp +3.1 pp +3.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 34.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 33.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 32.8 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 32.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investment Management Corp of Ontario CIK 0001811568 0.687 657 32.3 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 32.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 32.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 30.6 2.7% 3 +0.4 pp +0.4 pp +2.7 pp +2.7 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 28.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 28.1 2.1% 3 +0.8 pp +1.5 pp +2.1 pp +2.1 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 28.0 1.8% 3 +0.2 pp +0.1 pp +1.8 pp +1.8 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 27.0 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
Man Group plc CIK 0001637460 0.631 2032 26.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 26.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 26.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Sienna Gestion CIK 0002021242 0.252 178 25.9 1.5% 3 +0.1 pp +0.3 pp +1.5 pp +1.5 pp
CANERECTOR INC CIK 0001113234 0.807 9 25.9 12.7% 3 +2.0 pp +1.3 pp +12.7 pp +12.7 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 25.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASR Vermogensbeheer N.V. CIK 0001916757 0.646 460 23.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 23.7 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
Triasima Portfolio Management inc. CIK 0001938757 0.172 127 23.7 3.6% 3 +0.8 pp +2.0 pp +3.6 pp +3.6 pp
Creative Planning CIK 0001540235 0.979 4196 23.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heathbridge Capital Management Ltd. CIK 0001503269 0.432 28 23.1 8.8% 3 +1.2 pp +0.1 pp +8.8 pp +8.8 pp
Coleford Investment Management Ltd. CIK 0001939136 0.580 23 22.3 5.4% 3 +0.8 pp +0.5 pp +5.4 pp +5.4 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 22.1 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 21.4 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
LPL Financial LLC CIK 0001403438 0.957 5996 20.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 20.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 19.0 1.3% 3 -1.3 pp -1.1 pp +1.3 pp +1.3 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 18.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Utah Retirement Systems CIK 0001548392 0.790 1027 18.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
PORTLAND INVESTMENT COUNSEL INC. CIK 0001081668 0.608 58 18.1 5.4% 3 -0.7 pp -2.8 pp +5.4 pp +5.4 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 17.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Genus Capital Management Inc. CIK 0001532385 0.111 204 16.8 2.0% 3 +1.0 pp +0.8 pp +2.0 pp +2.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 16.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Assets Investment Management, LLC CIK 0001389256 0.544 146 15.5 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
Mediolanum International Funds Ltd CIK 0002022028 0.592 452 15.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 14.7 3.4% 3 +0.4 pp +0.5 pp +3.4 pp +3.4 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 13.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 12.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 12.1 0.0% 3 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Claret Asset Management Corp CIK 0001735513 0.442 498 11.6 1.3% 3 +0.2 pp +0.1 pp +1.3 pp +1.3 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 11.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gold Investment Management Ltd. CIK 0002006008 0.278 202 11.1 3.6% 3 +0.4 pp +0.4 pp +3.6 pp +3.6 pp
PCJ Investment Counsel Ltd. CIK 0001426318 0.110 62 10.9 2.7% 3 +0.5 pp -0.1 pp +2.7 pp +2.7 pp
Lombard Odier Asset Management (Switzerland) SA CIK 0001535660 0.603 453 10.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 10.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 10.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cumberland Partners Ltd CIK 0001578985 0.443 153 10.3 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 10.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 10.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIG North Trading, ULC CIK 0001868643 0.319 79 10.0 1.8% 3 -2.7 pp +0.6 pp +1.8 pp +1.8 pp
Ninepoint Partners LP CIK 0001715635 0.295 162 9.6 1.1% 2 +0.8 pp +1.1 pp +1.1 pp +1.1 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 9.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 8.5 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 8.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
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
Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Corient IA LP CIK 0002058426 0.030 249 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 -0.1 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 -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 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
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
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
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
Williams Financial, LLC CIK 0001846923 0.807 30 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Columbia Bank CIK 0002017259 0.353 165 0.0 0.0% 0 +0.0 pp -0.1 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 (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