CA:BMO / Bank of Montreal - Kepemilikan Institusional - Pembeli

Bank of Montreal
CA ˙ TSX ˙ CA0636711016
CA$ 174.72 ↑1.59 (0.92%)
2025-09-05
BAHAGING PRESYO
Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Bank of Montreal meliputi Picton Mahoney Asset Management, Peak6 Llc, Westerkirk Capital Inc., Cliftonlarsonallen Wealth Advisors, Llc, ITTAX - Hartford Multi-Asset Income and Growth Fund Class A, IGHSX - Voya Global Equity Portfolio Class S, Worldquant Millennium Advisors Llc, Glenmede Investment Management, LP, OWTEX - Old Westbury Total Equity Fund, Midwest Trust Co, Frank, Rimerman Advisors LLC, BLUIX - BLUEPRINT GROWTH FUND Institutional Class, RCGE - RockCreek Global Equality ETF, Asahi Life Asset Management Co., Ltd., Tableaux Llc, TNBIX - 1290 SmartBeta Equity Fund Class I, Gill Capital Partners, Llc, RINT - International Developed Equity Active ETF, Apollon Wealth Management, LLC, dan Saxony Capital Management, LLC .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-07-31 13F Carnegie Capital Asset Management, LLC 22,701 3.00 2,511 29.30
2025-08-13 13F Beacon Pointe Advisors, LLC 52,195 0.12 5,774 15.97
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 10,624 2.71 1
2025-08-14 13F Millennium Management Llc Put 470,000 23.62 70,928 35.78
2025-08-14 13F Man Group plc 110,116 3.62 12,182 20.03
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I Short -18,484 25.90 -2,048 46.18
2025-08-13 13F Korea Investment CORP 515,064 12.16 56,965 29.92
2025-06-30 NP IDLV - Invesco S&P International Developed Low Volatility ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,771 11.44 1,126 7.24
2025-08-12 13F MAI Capital Management 3,790 7.00 419 23.96
2025-08-14 13F Van Eck Associates Corp 389,839 40.50 43 65.38
2025-08-13 13F Renaissance Technologies Llc 205,895 355.57 22,778 427.76
2025-08-13 13F Federated Hermes, Inc. 1,222,689 2.08 135,266 18.24
2025-08-12 13F AlphaCore Capital LLC 1,500 166
2025-08-04 13F Saxony Capital Management, LLC 1,975 218
2025-08-14 13F Camden Capital, LLC 4,478 0.20 495 16.20
2025-08-13 13F West Family Investments, Inc. 3,810 67.33 422 94.01
2025-07-15 13F Maseco Llp 35 4
2025-08-14 13F Two Sigma Investments, Lp 626,346 35.01 69,293 56.38
2025-08-11 13F Nomura Asset Management Co Ltd 0 0
2025-08-13 13F Russell Investments Group, Ltd. 303,168 16.67 33,490 35.13
2025-08-25 NP FID - First Trust S&P International Dividend Aristocrats ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,053 13.53 892 31.76
2025-07-22 13F DAVENPORT & Co LLC 30,802 2.59 3,408 18.84
2025-08-14 13F Quantinno Capital Management LP 27,374 31.49 3,028 52.31
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 66,545 12.15 7,534 32.93
2025-08-14 13F Jane Street Group, Llc 271,989 69.19 30,090 95.99
2025-08-14 13F Aqr Capital Management Llc 17,560 205.82 1,943 254.38
2025-07-25 NP URTH - iShares MSCI World ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 47,499 5.77 5,101 10.46
2025-08-11 13F Brown Brothers Harriman & Co 3,167 2.86 350 19.05
2025-08-05 13F Huntington National Bank 530 7.94 59 26.09
2025-06-27 NP RCGE - RockCreek Global Equality ETF 3,612 346
2025-07-17 13F Raleigh Capital Management Inc. 11,637 2.27 1,287 18.51
2025-08-05 13F Plato Investment Management Ltd 880 97
2025-08-14 13F Qube Research & Technologies Ltd 411,108 166.34 45,518 208.76
2025-07-11 13F Caldwell Securities, Inc 735 0.55 81 17.39
2025-08-13 13F Cary Street Partners Financial Llc 3,809 0.45 421 16.30
2025-06-26 NP ACWI - iShares MSCI ACWI ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 191,889 7.33 18,386 3.87
2025-07-31 13F 180 Wealth Advisors, Llc 2,081 230
2025-08-14 13F Headlands Technologies LLC 549 61
2025-08-12 13F Legal & General Group Plc 4,348,743 0.38 480,988 16.28
2025-08-13 13F Invesco Ltd. 1,061,370 4.85 117,419 21.45
2025-08-28 NP CWI - SPDR(R) MSCI ACWI EX-US ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 58,394 0.35 6,458 16.26
2025-08-13 13F Walleye Capital LLC 164 9.33 18 28.57
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 2,149 238
2025-08-12 13F Deutsche Bank Ag\ 1,257,042 16.44 139,067 34.88
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 1,974,163 2.24 218,918 18.71
2025-08-12 13F Public Sector Pension Investment Board 2,170,118 2,986.15 240,009 3,475.29
2025-08-12 13F Jpmorgan Chase & Co 4,096,926 4.02 453,243 20.49
2025-07-25 NP SCHF - Schwab International Equity ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,518,842 3.75 162,793 7.68
2025-08-13 13F Cary Street Partner Investment Advisory Llc 279 2.20 31 15.38
2025-08-13 13F Bank Of Nova Scotia Trust Co 510,282 0.78 56,452 16.74
2025-08-05 13F NewSquare Capital LLC 91 121.95 10 233.33
2025-08-06 13F Savant Capital, LLC 6,348 64.33 702 90.76
2025-08-11 13F HighTower Advisors, LLC 29,648 33.38 3,280 54.52
2025-07-23 13F Nbt Bank N A /ny 46,087 2,190.61 5,099 2,555.21
2025-06-26 NP HFIGX - Hartford Schroders Diversified Growth Fund Class I 514 35.62 49 32.43
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,961 2.93 770 19.22
2025-08-05 13F Code Waechter LLC 4,552 54.20 504
2025-08-14 13F Nebula Research & Development LLC 5,423 30.11 600 50.50
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 306,939 0.33 33,947 16.22
2025-07-23 13F WoodTrust Financial Corp 4,660 55.96 1
2025-08-14 13F Ieq Capital, Llc 1,963 217
2025-08-14 13F UBS Group AG 833,208 18.12 92,178 36.82
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I 0 -100.00 0 -100.00
2025-07-25 NP FNDF - Schwab Fundamental International Large Company Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 394,224 3.27 42,254 7.19
2025-06-30 NP VGTSX - Vanguard Total International Stock Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,310,909 1.22 987,936 -2.04
2025-07-21 13F Credential Qtrade Securities Inc. 950,068 18.10 92,783 16.54
2025-08-14 13F Syon Capital Llc 7,029 2.81 778 18.99
2025-08-14 13F/A Skopos Labs, Inc. 86 9
2025-06-26 NP FSCJX - Fidelity SAI Canada Equity Index Fund 1,782,437 82.38 170,783 76.51
2025-07-29 NP VSGX - Vanguard ESG International Stock ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 129,429 3.23 13,899 7.80
2025-06-26 NP ETISX - E*TRADE No Fee International Index Fund 476 46
2025-08-14 13F Kovitz Investment Group Partners, LLC 3,497 4.48 387 21.00
2025-06-26 NP ACWX - iShares MSCI ACWI ex U.S. ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 157,059 17.00 15,049 13.24
2025-08-13 13F Scotia Capital Inc. 3,577,139 3.28 395,753 19.92
2025-08-14 13F Royal Bank Of Canada 65,483,432 13.72 7,244,432 31.73
2025-08-06 13F Prospera Financial Services Inc 3,383 11.47 374 29.41
2025-08-13 13F EverSource Wealth Advisors, LLC 3,303 44.74 365 68.20
2025-07-31 13F Gill Capital Partners, Llc 2,412 267
2025-08-14 13F Royal Bank Of Canada Put 5,040,000 8.55 557,575 25.73
2025-07-29 13F International Assets Investment Management, Llc 585,236 612
2025-08-13 13F Amundi 983,846 40.16 110,328 63.64
2025-08-12 13F Tableaux Llc 2,689 681
2025-08-14 13F Susquehanna International Group, Llp 2,563 284
2025-08-12 13F J.w. Cole Advisors, Inc. 3,283 3.70 363 20.20
2025-07-14 13F GAMMA Investing LLC 1,604 2.17 177 18.79
2025-08-14 13F Susquehanna International Group, Llp Call 226,900 12.38 25,102 30.17
2025-08-14 13F Mufg Securities (canada), Ltd. 1,227,479 10.38 135,832 27.94
2025-06-24 NP SFNNX - Schwab Fundamental International Large Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 83,615 1.27 8,012 -1.98
2025-06-26 NP SIDVX - Hartford Schroders International Multi-Cap Value Fund Class A 141,916 0.05 13,598 -3.17
2025-07-29 NP GBFFX - GMO Benchmark-Free Fund Class III 5,500 83.33 591 91.56
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 223 25
2025-07-14 13F Park Avenue Securities Llc 4,599 1
2025-08-20 NP AQMIX - AQR Managed Futures Strategy Fund Class I Short -37,627 20.78 -4,170 40.18
2025-07-14 13F Gries Financial Llc 15,883 2.73 1,757 19.04
2025-08-14 13F Toronto Dominion Bank Call 1,177,700 22.21 130,597 41.89
2025-07-24 13F MSH Capital Advisors LLC 1,925 213
2025-08-14 13F USS Investment Management Ltd 109,149 0.13 12,094 16.25
2025-07-18 13F Gold Investment Management Ltd. 22,427 0.95 2,486 17.11
2025-08-14 13F Integrated Wealth Concepts LLC 3,475 5.88 384 22.68
2025-07-25 13F Apollon Wealth Management, LLC 2,011 222
2025-08-04 13F IFG Advisory, LLC 13,100 1.88 1,449 18.00
2025-06-26 NP IXUS - iShares Core MSCI Total International Stock ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 909,069 0.83 87,102 -2.41
2025-08-13 13F Hsbc Holdings Plc 403,185 6.06 44,698 23.20
2025-06-26 NP CRBN - iShares MSCI ACWI Low Carbon Target ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,596 6.45 536 3.08
2025-08-12 13F Aigen Investment Management, Lp 5,616 848
2025-08-07 13F HighPoint Advisor Group LLC 5,868 4.21 649 21.08
2025-08-12 13F Atlantic Family Wealth, Llc 1,907 211
2025-08-13 13F Pictet Asset Management Holding SA 402,737 0.97 44,542 16.96
2025-08-07 13F Parkside Financial Bank & Trust 23 3
2025-08-08 13F Ontario Teachers Pension Plan Board 6,504 721
2025-08-13 13F CLARET ASSET MANAGEMENT Corp 88,493 1.23 10 12.50
2025-08-28 NP SSGVX - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 204,390 5.47 22,605 22.16
2025-08-01 13F Vision Financial Markets Llc 400 100.00 44 131.58
2025-08-07 13F Midwest Trust Co 4,848 536
2025-05-22 NP RODM - Hartford Multifactor Developed Markets (ex-US) ETF 102,254 43.29 9,763 41.00
2025-08-07 13F Allworth Financial LP 2,027 16.70 224 35.76
2025-08-13 13F Arrowstreet Capital, Limited Partnership 9,198 1,018
2025-07-30 13F Princeton Global Asset Management LLC 350 40.00 39 65.22
2025-08-14 13F Goldman Sachs Group Inc 5,484,837 34.32 606,788 55.58
2025-07-28 13F Twin Tree Management, LP 84,623 1,102.20 9,362 1,293.01
2025-06-26 NP OWTEX - Old Westbury Total Equity Fund 4,886 468
2025-07-31 13F Oppenheimer Asset Management Inc. 1,880 208
2025-07-31 13F Buckingham Strategic Partners 2,616 4.47 289 20.92
2025-08-01 13F Oarsman Capital, Inc. 1,828 202
2025-07-11 13F Annex Advisory Services, LLC 2,819 24.90 312 44.65
2025-08-06 13F Vantage Financial Partners, LLC 3,330 0.15 368 16.09
2025-07-25 NP EWC - iShares MSCI Canada ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 941,980 4.94 101,155 9.60
2025-07-28 13F Twin Tree Management, LP Call 58,900 6,516
2025-07-28 13F Harbour Investments, Inc. 7,023 0.43 777 16.34
2025-08-13 13F Westerkirk Capital Inc. 36,874 4,079
2025-08-08 13F Wealth Alliance 8,173 0.33 904 16.20
2025-08-13 13F Rsm Us Wealth Management Llc 2,640 21.21 292 40.38
2025-08-15 13F Kestra Advisory Services, LLC 7,638 26.92 845 47.21
2025-08-12 13F Journey Strategic Wealth Llc 8,738 0.13 967 15.97
2025-08-11 13F Frank, Rimerman Advisors LLC 4,357 482
2025-08-13 13F Jones Financial Companies Lllp 10,010 18.71 1,093 36.11
2025-08-04 13F Assetmark, Inc 16,722 10.84 1,850 28.40
2025-08-13 13F Cerity Partners LLC 12,364 1.37 1,368 17.53
2025-08-14 13F D. E. Shaw & Co., Inc. Put 1,448,400 42.92 160,625 65.96
2025-08-11 13F Cornerstone Planning Group LLC 93 60.34 10 100.00
2025-08-14 13F D. E. Shaw & Co., Inc. 1,396,228 223.09 154,769 274.99
2025-08-13 13F Norges Bank 10,679,880 1,184,220
2025-08-06 13F Asahi Life Asset Management Co., Ltd. 3,110 344
2025-08-13 13F Baird Financial Group, Inc. 37,603 3.47 4,160 19.88
2025-08-27 NP VTMGX - Vanguard Developed Markets Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,577,058 3.06 728,874 19.60
2025-08-07 13F Winthrop Capital Management, LLC 1,089 0
2025-08-05 13F K.J. Harrison & Partners Inc 52,488 32.20 5,806 52.96
2025-03-26 NP TIOIX - TIAA-CREF International Opportunities Fund Institutional Class 307,067 9.84 30,399 19.33
2025-07-07 13F Versant Capital Management, Inc 2,981 2.12 330 18.35
2025-08-14 13F RMB Capital Management, LLC 4,723 73.90 523 101.54
2025-08-12 13F Global Retirement Partners, LLC 1,541 47.46 171 68.32
2025-07-11 13F Assenagon Asset Management S.A. 24,668 0.19 2,728 16.09
2025-07-10 13F Mn Services Vermogensbeheer B.V. 139,100 3.11 15 25.00
2025-07-25 13F Yousif Capital Management, Llc 10,301 7.40 1,140 24.34
2025-08-25 13F/A Neuberger Berman Group LLC 191,843 50.50 21,217 74.32
2025-08-07 13F Vise Technologies, Inc. 21,816 111.40 2,413 141.06
2025-08-05 13F Bank Of Montreal /can/ Call 254,500 38.32 28,222 60.59
2025-08-13 13F Bare Financial Services, Inc 69 187.50 8 250.00
2025-06-05 NP GTCIX - Quantitative International Equity Portfolio 4,000 383
2025-07-24 13F PDS Planning, Inc 4,335 6.88 480 23.77
2025-05-05 13F Lindbrook Capital, Llc 2,815 2.55 269 0.75
2025-06-26 NP FNDMX - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 1,429 7.12 137 3.03
2025-07-28 13F Bayforest Capital Ltd 735 104.74 81 138.24
2025-08-13 13F Quadrature Capital Ltd 29,703 3,286
2025-08-14 13F Two Sigma Advisers, Lp 32,198 68.59 3,562 95.29
2025-08-13 13F Quadrant Capital Group Llc 22,807 11.15 2,523 28.79
2025-08-13 13F Skandinaviska Enskilda Banken AB (publ) 108,550 9.15 12,009 26.43
2025-08-28 NP GMWEX - GuideMark(R) World ex-US Fund Service Shares 5,126 126.61 568 162.96
2025-08-14 13F Citadel Advisors Llc Put 484,400 4.89 53,589 21.50
2025-08-06 13F SNS Financial Group, LLC 2,063 228
2025-08-12 13F Rhumbline Advisers 1,157 9.05 128 25.74
2025-08-14 13F Axa S.a. 168,961 50.09 18,692 73.86
2025-08-11 13F Rothschild Investment Llc 498 1.01 55 17.02
2025-07-29 NP GIMFX - GMO Implementation Fund 12,800 66.23 1,375 73.70
2025-08-14 13F Worldquant Millennium Advisors Llc 9,901 1,097
2025-08-27 NP CDHAX - Calvert International Responsible Index Fund Class A 45,003 2.87 4,987 19.39
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 4,764,602 232.58 528,385 286.13
2025-08-04 13F Atria Investments Llc 16,582 4.07 1,835 20.58
2025-08-12 13F Tradition Wealth Management, LLC 5,079 4.42 562 20.91
2025-08-15 13F Ewing Morris & Co. Investment Partners Ltd. 26,888 0.90 2,974 -18.79
2025-07-16 13F Highline Wealth Partners Llc 46 6.98 5 25.00
2025-08-11 13F Independent Advisor Alliance 9,555 6.14 1,057 23.05
2025-08-08 13F Geode Capital Management, Llc 5,842,134 19.15 655,674 37.59
2025-08-06 13F Wedbush Securities Inc 3,091 4.46 0
2025-08-12 13F APG Asset Management N.V. 406,500 2.37 38,299 9.11
2025-08-22 NP CVIE - Calvert International Responsible Index ETF 6,405 26.18 710 46.49
2025-07-28 13F Bridges Investment Management Inc 2,000 221
2025-08-13 13F OMERS ADMINISTRATION Corp 327,055 48.69 36,171 72.23
2025-08-14 13F Verition Fund Management LLC 1,910 211
2025-08-13 13F VestGen Advisors, LLC 3,374 0.06 373 15.84
2025-08-06 13F AE Wealth Management LLC 3,182 7.28 352 24.03
2025-08-14 13F Mml Investors Services, Llc 35,078 2.65 4 0.00
2025-08-27 NP RYDEX VARIABLE TRUST - Banking Fund Variable Annuity 434 51.22 48 77.78
2025-08-04 13F Savvy Advisors, Inc. 1,867 207
2025-06-26 NP DFSI - Dimensional International Sustainability Core 1 ETF 12,292 45.55 1,175 45.78
2025-03-27 NP ITTAX - Hartford Multi-Asset Income and Growth Fund Class A 11,482 1,137
2025-08-20 NP RGLO - Global Equity Active ETF 1,386 154
2025-08-08 13F Pnc Financial Services Group, Inc. 27,532 12.29 3,046 30.07
2025-07-29 NP John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 99,528 11.11 10,688 16.04
2025-08-05 13F Avant Financial Advisors LLC 2,080 230
2025-06-24 NP TNBIX - 1290 SmartBeta Equity Fund Class I 2,662 255
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 19,044 2,107
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 8,215 78.82 910 107.76
2025-07-21 13F Ascent Group, LLC 2,756 3.45 305 19.69
2025-07-21 13F Credential Securities Inc. 14,654 54.14 1,132 58.10
2025-07-30 13F Lorne Steinberg Wealth Management Inc. 92,014 24.12 10,204 43.99
2025-08-14 13F Towarzystwo Funduszy Inwestycyjnych Pzu Sa 600 71.43 66 100.00
2025-08-27 NP HCSRX - The Catholic SRI Growth Portfolio HC Strategic Shares 721 40.55 80 64.58
2025-08-14 13F Voya Investment Management Llc 29,188 3,228
2025-08-14 13F Ausdal Financial Partners, Inc. 2,100 0.24 232 16.00
2025-06-30 NP VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,507,614 3.02 144,451 -0.29
2025-08-14 13F Optiver Holding B.V. 11 1
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 Short -167 -19
2025-08-28 NP WDIV - SPDR S&P Global Dividend ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13,791 8.59 1,525 25.83
2025-08-08 13F Intech Investment Management Llc 155,674 49.32 17,217 72.97
2025-07-21 13F J. Safra Sarasin Holding AG 5,605 1.17 620 17.23
2025-07-30 13F Crewe Advisors LLC 420 5.00 46 21.05
2025-08-07 13F Kestra Private Wealth Services, Llc 7,420 821
2025-07-29 NP BLUIX - BLUEPRINT GROWTH FUND Institutional Class 4,003 430
2025-07-29 13F Harbor Asset Planning, Inc. 352 39
2025-08-07 13F Campbell & CO Investment Adviser LLC 104,104 11,517
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I Short -55,239 293.97 -6,122 357.47
2025-08-12 13F Charles Schwab Investment Management Inc 2,013,217 3.72 222,675 20.15
2025-06-26 NP IDEV - iShares Core MSCI International Developed Markets ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 584,351 8.48 55,989 4.99
2025-08-13 13F PineBridge Investments, L.P. 7,022 118.41 1,060 140.14
2025-08-14 13F Tudor Investment Corp Et Al Call 9,100 1,007
2025-08-07 13F Aviva Plc 544,477 6.67 60,329 23.67
2025-07-28 NP QINT - American Century Quality Diversified International ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,345 14.87 359 13.61
2025-08-07 13F Acadian Asset Management Llc 368,900 2,974.17 41 3,900.00
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 144 16
2025-07-29 13F Private Trust Co Na 1,114 1.18 123 17.14
2025-08-13 13F Grantham, Mayo, Van Otterloo & Co. LLC 127,777 151.49 14,132 191.30
2025-08-11 13F Citigroup Inc 367,683 58.65 40,665 83.78
2025-08-14 13F BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 739,598 18.31 82,015 37.36
2025-06-24 NP ESGG - FlexShares STOXX Global ESG Impact Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,767 7.09 169 3.07
2025-08-08 13F Avantax Advisory Services, Inc. 8,103 11.72 896 29.48
2025-08-15 13F CI Private Wealth, LLC 22,684 30.24 2,510 50.87
2025-08-28 NP BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value Short -17,800 -81
2025-08-14 13F Stifel Financial Corp 244,760 0.93 27,078 16.90
2025-08-14 13F GWM Advisors LLC 2,800 5,614.29 310 7,625.00
2025-08-14 13F SIG North Trading, ULC Put 1,847,900 29.03 204,433 49.45
2025-08-14 13F Bnp Paribas Arbitrage, Sa 4,176 102.03 462 134.01
2025-08-11 13F Wealthspire Advisors, LLC 6,446 3.47 713 19.83
2025-08-14 13F SIG North Trading, ULC Call 720,800 33.33 79,742 54.44
2025-08-14 13F Smartleaf Asset Management LLC 196 15.29 21 31.25
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I Short -94 -10
2025-08-29 NP JRSAX - Janus Henderson U.S. Managed Volatility Fund Class A 4,519 500
2025-07-25 NP PABD - iShares Paris-Aligned Climate MSCI World ex USA ETF 3,780 47.25 406 53.99
2025-08-14 13F Barometer Capital Management Inc. 105,572 29.18 15,765 42.09
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 130 0.78 14 16.67
2025-08-12 13F Picton Mahoney Asset Management 716,881 79
2025-08-14 13F/A Barclays Plc 12,158 25.73 1
2025-08-26 NP GMOI - GMO International Value ETF 12,477 176.84 1,383 221.40
2025-05-22 NP RODE - Hartford Multifactor Diversified International ETF 1,693 53.63 162 51.89
2025-08-13 13F Johnson Financial Group, Inc. 1,030 1,414.71 114 1,783.33
2025-08-08 13F Crossmark Global Holdings, Inc. 22,720 3.22 2,514 19.55
2025-08-13 13F Natixis 6,739 7.45 746 25.00
2025-08-13 13F Natixis Advisors, L.p. 54,744 6.97 6 50.00
2025-06-30 NP VIHAX - Vanguard International High Dividend Yield Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 519,994 11.57 49,823 7.98
2025-08-11 13F Vanguard Group Inc 32,194,013 3.86 3,567,773 20.53
2025-07-11 13F Lantz Financial LLC 2,926 1.07 324 17.03
2025-07-28 NP AVDE - Avantis International Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 176,056 10.49 18,906 15.39
2025-08-15 NP MBEQX - M International Equity Fund 4,474 648.16 496 768.42
2025-08-12 13F Cumberland Partners Ltd 20,801 53.51 2,303 77.98
2025-08-20 NP RINT - International Developed Equity Active ETF 2,079 230
2025-06-30 NP VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 473,273 5.36 45,346 1.97
2025-07-29 NP GINX - SGI Enhanced Global Income ETF 1,198 129
2025-08-14 13F Balyasny Asset Management Llc 2,100 233
2025-07-29 NP GTMIX - GMO Tax-Managed International Equities Fund Class III 21,500 70.63 2,309 78.22
2025-07-07 13F Trust Co 188 21
2025-08-11 13F Bell Investment Advisors, Inc 23 360.00 3
2025-07-23 13F Maryland State Retirement & Pension System 68,791 0.61 7,629 16.88
2025-08-06 13F Harvest Portfolios Group Inc. 31,656 3.30 3,508 19.89
2025-07-30 13F Probity Advisors, Inc. 12,708 0.15 1,406 16.02
2025-08-14 13F Operose Advisors LLC 1,404 17.00 155 35.96
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va International Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 36,571 175.99 3,492 175.10
2025-07-31 13F Brighton Jones Llc 3,307 1.29 366 17.36
2025-08-14 13F Ubs Asset Management Americas Inc 1,016,097 1.36 112,411 17.41
2025-08-05 13F Bridgewater Advisors Inc. 2,877 0.17 326 19.05
2025-08-18 13F Geneos Wealth Management Inc. 2,783 64.29 308 90.68
2025-07-29 NP Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 49,652 4.68 5,322 8.64
2025-07-25 13F Verdence Capital Advisors LLC 9,724 0.41 1,076 16.34
2025-06-25 NP VWID - Virtus WMC Global Factor Opportunities ETF 702 2.03 67 -1.47
2025-08-29 NP MFDX - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 5,200 576
2025-08-12 13F LPL Financial LLC 384,717 9.13 42,561 26.41
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 17,471 0.50 1,933 16.39
2025-07-23 13F Shell Asset Management Co 29,011 119.93 3 200.00
2025-07-29 NP COPY - Tweedy, Browne Insider + Value ETF 2,358 145.62 253 158.16
2025-08-05 13F Bank of New York Mellon Corp 765,073 2.47 84,640 18.69
2025-08-12 13F Pathstone Holdings, LLC 13,098 13.78 1,449 32.21
2025-08-14 13F Tcw Group Inc 18,350 30.86 2,030 51.61
2025-06-26 NP DFAI - Dimensional International Core Equity Market ETF 187,820 27.61 17,961 22.83
2025-08-14 13F Benjamin Edwards Inc 8,453 20.81 935 39.97
2025-07-28 13F Generali Asset Management SPA SGR 96,224 3.51 14,521 13.68
2025-07-22 NP GLOV - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 2,569 73.82 275 96.43
2025-08-12 13F American Century Companies Inc 196,731 0.14 21,802 16.22
2025-08-11 13F Private Advisor Group, LLC 22,886 1.99 2,532 18.11
2025-08-07 13F Scheer, Rowlett & Associates Investment Management Ltd. 607,701 7.92 67,389 25.31
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I Short -113 -13
2025-07-25 13F Cwm, Llc 3,313 1.69 0
2025-08-14 13F Macquarie Group Ltd 68,101 2.51 10,212 12.69
2025-07-08 13F Boltwood Capital Management 4,375 1.16 484 17.19
2025-05-15 13F CAPROCK Group, Inc. 3,959 24.30 378 22.33
2025-07-25 13F Sequoia Financial Advisors, LLC 4,272 12.51 473 30.39
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N Short -150 -17
2025-08-14 13F Erste Asset Management GmbH 260 53
2025-04-29 13F Hm Payson & Co 440 42
2025-08-28 NP SPDW - SPDR(R) Portfolio Developed World ex-US ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 731,495 2.78 80,901 19.05
2025-08-12 13F XTX Topco Ltd 51,021 108.65 5,644 141.71
2025-08-26 NP IGHSX - Voya Global Equity Portfolio Class S 10,267 1,138
2025-06-26 NP INTF - iShares Edge MSCI Multifactor Intl ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25,030 44.35 2,398 39.74
2025-08-08 13F Fiera Capital Corp 3,865,481 0.02 428,108 15.88
2025-07-24 13F Blair William & Co/il 9,475 94.00 1,048 124.89
2025-07-30 13F Ethic Inc. 1,873 204
2025-05-15 13F Glenmede Trust Co Na 4,039 72.46 386 69.60
2025-07-16 13F FORM Wealth Advisors, LLC 1,932 214
2025-08-11 13F Dorsey & Whitney Trust CO LLC 6,075 0.13 672 16.06
2025-05-13 13F Sei Investments Co 2,611 251
2025-08-12 13F Proequities, Inc. 0 0
2025-08-07 13F Guardian Capital Lp 2,083,207 0.92 230,397 16.90
2025-04-23 13F JCIC Asset Management Inc. 6,348 606
2025-07-28 13F Sagespring Wealth Partners, Llc 1,964 217
2025-08-26 NP IXG - iShares Global Financials ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28,881 3.31 3,201 19.90
2025-08-14 13F Peak6 Llc Call 51,200 5,664
2025-06-26 NP FITFX - Fidelity Flex International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 75,885 1.35 7,271 -1.92
2025-08-19 13F Advisory Services Network, LLC 2,218 0.68 245 16.19
2025-08-12 13F SRS Capital Advisors, Inc. 30 114.29 16 1,400.00
2025-08-11 13F Landaas & Co /wi /adv 1,918 212
2025-08-11 13F Intrust Bank Na 3,603 57.96 399 83.41
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 15,779 18.77 1,746 37.16
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 8,076 893
2025-08-13 13F Walleye Trading LLC Put 8,600 16.22 951 34.70
2025-08-29 NP JVANX - International Equity Index Trust NAV 25,777 1.98 2,857 18.36
2025-06-26 NP OWLSX - Old Westbury Large Cap Strategies Fund 316,754 1,314.08 30,350 1,268.92
2025-08-13 13F Mount Yale Investment Advisors, LLC 1,437 159
2025-06-26 NP Dfa Investment Trust Co - The Dfa International Value Series This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,308,032 72,246.90 124,891 72,090.75
2025-05-15 13F/A Orion Portfolio Solutions, LLC 9,371 10.99 895 9.28
2025-08-14 13F Sciencast Management LP 2,444 270
2025-08-06 13F Metis Global Partners, LLC 27,667 7.16 3,066 24.38
2025-08-14 13F Glenmede Investment Management, LP 5,089 563
2025-07-16 13F Stephenson National Bank & Trust 25 3
2025-07-15 13F Td Private Client Wealth Llc 23,986 0.71 2,654 16.67
2025-06-26 NP FZILX - Fidelity ZERO International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 128,136 6.92 12,277 3.48
2025-08-05 13F Versor Investments LP 5,950 660
2025-08-27 13F/A Brinker Capital Investments, LLC 10,246 9.34 1,134 26.59
2025-08-08 13F Forsta Ap-fonden 241,400 15.83 26,698 34.17
2025-06-26 NP FTIHX - Fidelity Total International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 322,107 2.43 30,863 -0.87
2025-07-25 13F Riverpoint Wealth Management Holdings, LLC 2,075 230
2025-08-05 13F Hills Bank & Trust Co 1,000 111
2025-05-14 13F Credit Agricole S A 19,899 5.95 1,901 4.28
2025-06-24 NP FEDM - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 758 2.43 72 -1.37
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 19,249 12.21 2,133 30.22
2025-07-09 13F First Bank & Trust 16,206 6.52 1,793 23.33
2025-08-06 13F Atlantic Union Bankshares Corp 23 3
2025-08-12 13F Country Trust Bank 159 18
2025-06-26 NP DFIC - Dimensional International Core Equity 2 ETF 59,547 10.39 5,694 6.27
2025-07-11 13F Diversified Trust Co 3,068 2.40 339 18.53
Other Listings
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US:BMO US$ 126.10
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