CA:CM / Canadian Imperial Bank of Commerce - Kepemilikan Institusional - Pembeli

Canadian Imperial Bank of Commerce
CA ˙ TSX ˙ CA1360691010
CA$ 108.42 ↓ -1.00 (-0.91%)
2025-09-05
BAHAGING PRESYO
Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Canadian Imperial Bank of Commerce meliputi Fisher Asset Management, LLC, SIDVX - Hartford Schroders International Multi-Cap Value Fund Class A, Westerkirk Capital Inc., Worldquant Millennium Advisors Llc, 111 Capital, PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I, Scientech Research LLC, RCGE - RockCreek Global Equality ETF, AVDS - Avantis International Small Cap Equity ETF, Daymark Wealth Partners, Llc, Glenmede Investment Management, LP, Vident Advisory, LLC, Moran Wealth Management, LLC, Sivia Capital Partners, LLC, Ascent Group, LLC, DiMeo Schneider & Associates, L.L.C., Code Waechter LLC, Sagespring Wealth Partners, Llc, Independent Advisor Alliance, dan Frank, Rimerman Advisors 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
(%)
2025-08-14 13F Erste Asset Management GmbH 23,884 3,128
2025-08-14 13F Macquarie Group Ltd 104,801 4.17 10,104 24.45
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 1,947,677 2.99 122,842 3.12
2025-06-11 NP KTRAX - DWS Global Income Builder Fund Class A 37,000 2,334
2025-06-26 NP DFIC - Dimensional International Core Equity 2 ETF 139,952 651.70 8,810 1,647.82
2025-08-12 13F American Century Companies Inc 348,986 10.76 24,772 39.77
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 11,864 13.59 842 43.44
2025-08-08 13F Geode Capital Management, Llc 7,547,548 19.74 542,697 50.30
2025-08-14 13F Susquehanna Fundamental Investments, Llc 375,400 127.93 26,590 186.77
2025-08-14 13F/A Skopos Labs, Inc. 310 34.20 22 61.54
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 37,671 4.12 2,674 31.35
2025-08-06 13F Atlantic Union Bankshares Corp 500 35
2025-08-06 13F Agf Management Ltd 881,521 15.18 62,908 45.04
2025-08-13 13F Scotia Capital Inc. 4,419,888 1.50 312,876 27.96
2025-08-14 13F Ubs Asset Management Americas Inc 979,093 5.37 69,349 32.57
2025-08-22 NP DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 7,865 19.80 558 51.22
2025-08-18 13F Wolverine Trading, Llc Call 47,500 66.67 3,310 106.81
2025-07-29 NP COPY - Tweedy, Browne Insider + Value ETF 5,096 146.54 347 176.80
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 60,560 5.79 4,123 18.82
2025-06-26 NP DXIV - Dimensional International Vector Equity ETF 1,700 88.89 107 91.07
2025-08-18 13F Wolverine Trading, Llc 16,575 70.35 1,155 111.36
2025-08-12 13F Aviso Financial Inc. 696,803 1.79 49,452 28.38
2025-06-18 NP RGEAX - Global Equity Fund Class A 13,094 12.31 826 12.40
2025-08-13 13F West Family Investments, Inc. 6,213 12.01 440 41.03
2025-08-13 13F Russell Investments Group, Ltd. 360,860 1.38 25,508 27.57
2025-08-29 NP DDWM - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 5,251 24.17 150 46.08
2025-08-12 13F XTX Topco Ltd 69,107 691.60 4,895 896.74
2025-08-11 13F Bell Investment Advisors, Inc 137 7.03 10 28.57
2025-08-08 13F Pnc Financial Services Group, Inc. 34,519 21.12 2,445 52.37
2025-06-27 NP RCGE - RockCreek Global Equality ETF 6,020 380
2025-08-11 13F Private Advisor Group, LLC 5,623 398
2025-07-25 13F JustInvest LLC 36,154 13.89 2,561 43.31
2025-07-28 13F Sagespring Wealth Partners, Llc 3,279 232
2025-05-27 NP FDT - First Trust Developed Markets ex-US AlphaDEX Fund 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 38,033 1.59 2,139 -9.67
2025-06-27 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 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 34,328 458.36 2,161 1,201.20
2025-08-14 13F Wells Fargo & Company/mn 373,808 1.20 26,519 27.51
2025-08-29 NP CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald International Equity Fund Institutional Class 5,700 39.36 404 75.22
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 245,827 7.40 15,505 7.53
2025-07-29 13F Cidel Asset Management Inc 453,232 2.12 32,107 28.62
2025-06-24 NP TLTD - FlexShares Morningstar Developed Markets ex-US Factor Tilt 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 18,228 3,086.71 1,147 7,546.67
2025-08-27 NP JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 12,727 486.50 903 1,636.54
2025-08-14 13F Federation des caisses Desjardins du Quebec 6,454,858 60.50 456,910 102.29
2025-06-26 NP JHID - John Hancock International High Dividend ETF 672 5.00 42 5.00
2025-07-14 13F Park Avenue Securities Llc 8,187 1
2025-08-13 13F Korea Investment CORP 691,521 6.33 48,987 33.92
2025-08-04 13F Mesirow Financial Investment Management, Inc. 33,140 0.07 2,347 25.91
2025-08-14 13F Ieq Capital, Llc 3,040 215
2025-08-07 13F Guardian Capital Lp 1,145,207 3.84 81,125 30.79
2025-08-18 13F/A National Bank Of Canada /fi/ Call 14,863 38.74 105,465 75.01
2025-08-28 NP NZAC - SPDR MSCI ACWI Low Carbon Target 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 3,450 2.47 244 29.10
2025-08-11 13F Strategic Wealth Partners, Ltd. 250 18
2025-08-11 13F Independent Advisor Alliance 3,224 228
2025-08-28 NP RWX - SPDR(R) Dow Jones International Real Estate 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 39,967 45.80 1,138 71.64
2025-08-14 13F Lazard Asset Management Llc 389 0
2025-08-07 13F Allworth Financial LP 1,189 6.54 84 25.37
2025-07-17 13F Raleigh Capital Management Inc. 8,900 3.31 630 29.90
2025-07-31 13F Smith Group Asset Management, LLC 97,030 6.08 6,873 33.46
2025-07-25 NP UTMAX - Target Managed Allocation Fund 48,266 67.14 3,286 175.21
2025-08-08 13F Creative Planning 80,695 19.02 5,716 49.72
2025-08-14 13F Janus Henderson Group Plc 103,093 5.05 7,296 32.15
2025-08-14 13F Benjamin Edwards Inc 5,255 21.64 372 53.09
2025-08-14 13F Goldman Sachs Group Inc 8,926,029 72.08 632,231 116.49
2025-08-14 13F Cubist Systematic Strategies, LLC Call 4,200 297
2025-07-22 13F DAVENPORT & Co LLC 25,720 2.21 1,822 28.60
2025-08-14 13F Goldman Sachs Group Inc Call 600,000 42,498
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 952,870 2.77 67,500 29.43
2025-08-26 NP GMOI - GMO International Value ETF 9,443 669
2025-07-16 13F Highline Wealth Partners Llc 27 17.39 2 0.00
2025-06-26 NP DFIEX - International Core Equity Portfolio - Institutional Class 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 751,848 638.44 47,329 1,617.27
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 24,888 2,009.15 1,767 5,251.52
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 23,837 10.31 1,688 38.82
2025-07-22 NP GSIE - Goldman Sachs ActiveBeta(R) International Equity ETF 186,113 2.80 12,647 14.78
2025-07-17 13F Greenleaf Trust 3,632 0.97 257 27.23
2025-07-31 13F CAP Partners, LLC 3,178 225
2025-08-27 NP PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 7,488 532
2025-07-28 13F Allianz Asset Management GmbH 629,212 702.81 44,572 911.14
2025-08-14 13F Mufg Securities (canada), Ltd. 1,593,802 10.85 112,967 39.70
2025-08-13 13F Qtron Investments LLC 17,773 93.58 1,259 143.99
2025-06-26 NP PJRAX - PGIM QMA INTERNATIONAL EQUITY FUND Class A 19,700 87.62 1,243 87.90
2025-05-29 NP UIVM - VictoryShares USAA MSCI International Value Momentum ETF 31,562 22.11 1,776 8.56
2025-08-14 13F Scientech Research LLC 6,926 491
2025-08-14 13F Caption Management, LLC Put 503,100 0.06 35,635 25.88
2025-08-13 13F Fisher Asset Management, LLC 1,251,017 88,610
2025-08-14 13F FIL Ltd 4,251,346 29.61 301,770 63.54
2025-08-22 NP CVIE - Calvert International Responsible Index ETF 9,056 26.22 643 59.31
2025-07-29 13F Aull & Monroe Investment Management Corp 11,600 11.54 822 40.34
2025-07-28 NP AVSD - Avantis Responsible International Equity ETF 12,208 2,356.34 831 6,292.31
2025-05-05 13F Lindbrook Capital, Llc 1,043 8.87 59 -3.33
2025-07-18 13F Gold Investment Management Ltd. 56,961 0.59 4,042 26.87
2025-08-14 13F Tudor Investment Corp Et Al Call 5,900 418
2025-08-14 13F Nebula Research & Development LLC 8,041 570
2025-08-08 13F Massachusetts Financial Services Co /ma/ 145,918 25.67 10,335 58.12
2025-08-05 13F Mission Wealth Management, Lp 5,117 0.33 362 26.13
2025-08-13 13F Groupe la Francaise 755 8.17 53 35.90
2025-09-04 13F/A Advisor Group Holdings, Inc. 30,406 137.66 1,872 159.64
2025-08-14 13F Mariner, LLC 35,417 0.42 2,508 26.35
2025-04-10 13F Unigestion Holding SA 90,658 0.55 5,101 -10.40
2025-06-26 NP SGIDX - Steward Global Equity Income Fund Class A 84,156 6.90 5,298 6.77
2025-08-25 NP LVHI - Legg Mason International Low Volatility High Dividend ETF 770,675 14.26 54,594 43.90
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I 108 8
2025-08-13 13F Capital Fund Management S.a. 68,858 66.07 4,877 108.95
2025-07-21 13F Ameritas Advisory Services, LLC 475 34
2025-08-08 13F Wealth Alliance 6,854 0.04 485 25.97
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 1,672 2.77 105 2.94
2025-08-06 13F Penserra Capital Management LLC 1,035 1,177.78 0
2025-08-12 13F Franklin Resources Inc 1,198,266 5.17 85,108 32.77
2025-06-26 NP DFSI - Dimensional International Sustainability Core 1 ETF 19,190 1,281.57 1,208 3,164.86
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 Short -238 -17
2025-08-14 13F Atomi Financial Group, Inc. 10,808 23.55 766 55.49
2025-08-14 13F Quantinno Capital Management LP 57,268 20.25 4,056 51.29
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 98,047 1.29 6,184 1.41
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 416,454 2,277.83 26,266 5,464.83
2025-07-08 13F Gradient Investments LLC 10,355 25.09 733 57.30
2025-08-06 13F Texas Yale Capital Corp. 6,920 5.33 490 32.79
2025-08-11 13F Frank, Rimerman Advisors LLC 3,157 224
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 8,917 10.09 561 9.57
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 6,024 2.92 427 29.48
2025-06-26 NP HFIGX - Hartford Schroders Diversified Growth Fund Class I 1,319 9.55 83 10.67
2025-08-13 13F Quadrature Capital Ltd 1,622,200 126.85 114,365 182.61
2025-06-26 NP SIDVX - Hartford Schroders International Multi-Cap Value Fund Class A 106,367 6,709
2025-08-15 13F Captrust Financial Advisors 6,651 13.42 471 42.73
2025-07-30 13F Blume Capital Management, Inc. 5 0
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 169 12
2025-08-14 13F Sei Investments Co 13,806 978
2025-06-26 NP IEUR - iShares Core MSCI Europe 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 20,789 28.57 563 40.50
2025-07-25 NP PABD - iShares Paris-Aligned Climate MSCI World ex USA ETF 9,576 42.48 652 59.95
2025-08-11 13F Citigroup Inc 810,008 92.77 57,380 142.80
2025-08-14 13F Millennium Management Llc Put 612,500 40.80 59,204 69.32
2025-07-23 NP DBEZ - Xtrackers MSCI Eurozone Hedged Equity ETF 410 53.56 11 83.33
2025-08-12 13F Global Retirement Partners, LLC 1,498 18.42 106 32.50
2025-07-11 13F Farther Finance Advisors, LLC 957 6.10 68 31.37
2025-08-14 13F PDT Partners, LLC 115,175 68.91 8,158 112.48
2025-08-05 13F Code Waechter LLC 3,470 246
2025-08-08 13F Cetera Investment Advisers 27,792 0.97 1,969 27.05
2025-08-11 13F Vanguard Group Inc 41,410,285 3.45 2,939,385 30.54
2025-08-29 NP DAEIX - Dean Equity Income Fund 17,873 8.35 1,266 36.31
2025-08-13 13F Norges Bank 10,282,476 730,245
2025-08-13 13F Quadrant Capital Group Llc 30,582 8.60 2,167 36.66
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 67,960 0.35 4,814 26.38
2025-06-26 NP IEFA - iShares Core MSCI EAFE 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 306,633 0.98 8,301 10.44
2025-07-17 13F Janney Montgomery Scott LLC 53,477 0.32 4 0.00
2025-08-14 13F Zurich Insurance Group Ltd/FI 1,787,454 160.63 126,691 228.03
2025-08-13 13F Westerkirk Capital Inc. 47,708 3,379
2025-08-11 13F Nomura Asset Management Co Ltd 0 0
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 1,951,203 3.49 132,587 15.55
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 4,387 5.43 316 23.92
2025-05-30 NP OPPE - WisdomTree Europe Hedged SmallCap Equity Fund N/A 7,286 82.38 176 83.33
2025-06-26 NP IEUS - iShares MSCI Europe Small-Cap 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 2,788 13.33 75 25.00
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 3,050 711.17 217 2,060.00
2025-08-14 13F Van Eck Associates Corp 416,316 57.19 30 107.14
2025-03-27 NP PTIN - Pacer Trendpilot International ETF 8,133 1.36 513 23.67
2025-08-12 13F BlackRock, Inc. 984,901 1.61 69,761 27.83
2025-08-13 13F Amundi 2,244,142 19.35 161,002 45.04
2025-08-14 13F Toronto Dominion Bank Call 1,635,700 0.63 116,180 27.05
2025-08-14 13F Manufacturers Life Insurance Company, The 7,354,644 130.22 519,312 187.41
2025-08-14 13F Jane Street Group, Llc 463,492 299.89 32,829 403.13
2025-07-25 NP SCHC - Schwab International Small-Cap 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 63,051 1.35 1,732 14.85
2025-07-15 13F Fifth Third Bancorp 2,914 0.03 206 25.61
2025-07-28 13F Twin Tree Management, LP Call 9,200 652
2025-08-13 13F EverSource Wealth Advisors, LLC 1,801 12.00 128 41.11
2025-07-28 13F Twin Tree Management, LP 452,159 143.03 32,026 205.77
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 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 55,673 566.10 3,505 1,450.44
2025-07-28 NP AVIV - Avantis International Large Cap Value 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 68,848 2.31 4,687 14.96
2025-08-14 13F Canada Pension Plan Investment Board 6,847,926 13.08 486,392 42.75
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 672,056 11.64 42,387 11.78
2025-08-13 13F Capital International Sarl 47,628 7.53 3,374 35.41
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 This fund is a listed as child fund of Capital World Investors 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 9,407 2.51 668 29.26
2025-07-08 13F Rise Advisors, LLC 39 3
2025-07-24 13F Us Bancorp \de\ 15,538 6.94 1,101 34.47
2025-08-04 13F L.m. Kohn & Company 4,090 5.96 290 33.18
2025-06-24 NP JIVE - JPMorgan International Value ETF 16,805 67.28 1,060 67.56
2025-08-11 13F WPG Advisers, LLC 137 10
2025-08-12 13F Dean Investment Associates, Llc 43,914 2.45 3,110 28.89
2025-07-28 13F Moran Wealth Management, LLC 4,303 305
2025-08-14 13F Susquehanna International Group, Llp Put 215,800 112.40 15,285 167.22
2025-08-14 13F Evergreen Capital Management Llc 10,446 5.66 740 32.91
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 1,216,976 4.86 82,852 17.81
2025-07-29 NP Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 65,909 4.75 4,479 16.95
2025-08-27 NP CDHAX - Calvert International Responsible Index Fund Class A 55,772 4.47 3,959 31.80
2025-08-14 13F Vident Advisory, LLC 4,440 315
2025-06-26 NP BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness 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 24,621 7.04 1,553 7.18
2025-08-08 13F Ontario Teachers Pension Plan Board 46,050 3,271
2025-07-16 13F ORG Partners LLC 229 24.46 16 60.00
2025-08-12 13F Public Sector Pension Investment Board 7,106,008 51.81 503,383 91.20
2025-06-18 NP RMYAX - Multi-Strategy Income Fund Class A 1,785 10.19 113 9.80
2025-08-26 NP LST - Leuthold Select Industries ETF 3,011 19.96 213 51.06
2025-08-12 13F SRS Capital Advisors, Inc. 1,125 1.53 91 45.16
2025-08-06 13F Savant Capital, LLC 20,253 21.69 1,435 53.04
2025-08-12 13F LPL Financial LLC 321,406 0.12 22,765 25.96
2025-08-13 13F Federated Hermes, Inc. 1,005,916 1.77 71,249 28.04
2025-08-14 13F Integrated Wealth Concepts LLC 16,446 10.84 1,165 39.40
2025-08-12 13F Legal & General Group Plc 6,183,439 4.44 438,056 31.54
2025-07-22 NP GXUS - Goldman Sachs MarketBeta(R) Total International Equity ETF 15,245 2,593.46 1,036 6,800.00
2025-08-14 13F Citadel Advisors Llc Call 543,900 9.99 38,524 38.38
2025-08-13 13F Rsm Us Wealth Management Llc 4,059 8.18 290 37.44
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 23,313 23.62 1,468 23.07
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 202,802 17.18 12,791 17.33
2025-08-13 13F Brown Advisory Inc 6,277 2.62 445 29.07
2025-07-22 NP GLOV - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 37,429 6.76 2,543 19.22
2025-08-01 13F Rossby Financial, LCC 2,547 3.71 180 20.00
2025-07-30 13F Crewe Advisors LLC 15 1
2025-08-15 13F Kestra Advisory Services, LLC 5,920 21.44 419 52.92
2025-07-24 13F PDS Planning, Inc 5,655 3.99 401 30.72
2025-08-29 NP JVANX - International Equity Index Trust NAV 33,557 2.76 2,382 29.61
2025-07-22 13F IMC-Chicago, LLC Call 68,700 118.10 4,866 174.45
2025-08-18 13F Geneos Wealth Management Inc. 1,572 0.90 111 27.59
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 11,180 90.01 794 140.30
2025-07-23 NP HAUZ - Xtrackers International Real Estate ETF 39,943 2.11 1,097 15.72
2025-08-13 13F Hsbc Holdings Plc 940,903 2.18 66,779 28.93
2025-07-10 13F Mn Services Vermogensbeheer B.V. 180,300 3.50 13 33.33
2025-08-13 13F Kilter Group LLC 7 0
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 3,500 248
2025-08-11 13F Waratah Capital Advisors Ltd. 82,900 992.08 5,872 1,274.94
2025-08-14 13F SIG North Trading, ULC Call 1,433,200 143.53 101,514 206.39
2025-08-11 13F Waratah Capital Advisors Ltd. Put 57,900 4,101
2025-07-28 13F Bayforest Capital Ltd 2,123 710.31 150 971.43
2025-06-26 NP FSCJX - Fidelity SAI Canada Equity Index Fund 2,302,790 82.24 145,240 82.47
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 1,465,782 13.30 103,835 42.69
2025-08-07 13F Vise Technologies, Inc. 25,723 29.88 1,822 45.45
2025-08-14 13F Worldquant Millennium Advisors Llc 25,142 1,784
2025-06-30 NP VEURX - Vanguard European 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 76,724 19.31 2,077 30.88
2025-08-15 13F Great West Life Assurance Co /can/ 750,674 1.46 53 29.27
2025-08-12 13F O'shaughnessy Asset Management, Llc 221,299 3.65 15,709 30.76
2025-08-12 13F MAI Capital Management 737 57.48 52 100.00
2025-08-12 13F Mediolanum International Funds Ltd 81,706 83.46 5,716 128.00
2025-08-14 13F Stifel Financial Corp 86,882 0.22 6,154 26.09
2025-08-12 13F Virtu Financial LLC 13,367 249.28 1
2025-07-25 13F Yousif Capital Management, Llc 13,561 7.28 961 35.02
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2,184 60
2025-08-15 13F Ewing Morris & Co. Investment Partners Ltd. 6,590 0.06 472 -12.62
2025-08-14 13F Syon Capital Llc 3,155 223
2025-07-30 13F Lorne Steinberg Wealth Management Inc. 180,597 9.74 12,957 39.82
2025-08-13 13F Walleye Trading LLC Call 89,100 37.93 6,311 73.54
2025-08-13 13F Jones Financial Companies Lllp 16,607 2.41 1,157 27.14
2025-07-23 NP DBAW - Xtrackers MSCI All World ex US Hedged Equity ETF 5,662 2.85 385 15.62
2025-07-21 13F Ascent Group, LLC 3,556 252
2025-08-13 13F Walleye Trading LLC Put 17,400 123.08 1,232 180.64
2025-08-12 13F Nuveen, LLC 2,223,677 0.22 157,523 26.22
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 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 73,320 769.54 4,615 1,924.12
2025-08-25 NP FGD - First Trust Dow Jones Global Select Dividend Index Fund 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 81,788 22.70 5,805 54.84
2025-08-27 NP QCGLRX - Global Equities Account Class R1 950,010 0.55 67,434 26.88
2025-08-04 13F Assetmark, Inc 274,467 14.95 19,440 44.61
2025-08-13 13F Renaissance Technologies Llc 374,828 32.25 26,549 66.39
2025-08-25 13F Silverlake Wealth Management Llc 3,568 253
2025-08-14 13F Qube Research & Technologies Ltd 336,017 74.62 23,833 120.12
2025-08-13 13F Walleye Capital LLC Put 8,200 256.52 581 349.61
2025-08-13 13F Walleye Capital LLC 2,611 185
2025-08-14 13F Aqr Capital Management Llc 26,328 228.94 1,865 314.22
2025-08-14 13F Hrt Financial Lp 3,772 0
2025-08-13 13F Williamson Legacy Group, LLC 18,880 357.25 1,337 476.29
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I Short -134 -10
2025-08-13 13F Walleye Capital LLC Call 8,700 17.57 616 48.08
2025-07-31 13F Cardinal Point Capital Management, ULC 29,633 2.71 2,099 29.25
2025-07-29 NP John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 128,608 10.64 8,756 24.31
2025-06-25 NP BKIE - BNY Mellon International Equity ETF 27,583 2,058.29 1,736 5,005.88
2025-07-30 13F DekaBank Deutsche Girozentrale 207,845 1.21 14 27.27
2025-07-21 13F 111 Capital 15,819 1,124
2025-08-05 13F NewSquare Capital LLC 98,357 3.37 6,967 30.04
2025-08-14 13F Wellington Management Group Llp 609,776 212.66 43,196 293.80
2025-07-08 13F Parallel Advisors, LLC 3,288 5.12 233 31.82
2025-07-11 13F Lantz Financial LLC 3,674 1.52 260 28.08
2025-08-12 13F APG Asset Management N.V. 528,500 3.34 31,893 19.78
2025-08-29 NP JRSAX - Janus Henderson U.S. Managed Volatility Fund Class A 21,137 73.23 1,497 118.22
2025-08-12 13F Cumberland Partners Ltd 14,407 49.96 1,021 89.07
2025-08-25 13F/A Neuberger Berman Group LLC 420,395 21.41 29,780 52.91
2025-08-14 13F Peak6 Llc Call 402,100 1,240.33 28,481 1,586.20
2025-08-20 NP AIMOX - AQR International Momentum Style Fund Class I 19,739 12.91 1,401 42.52
2025-08-06 13F Achmea Investment Management B.V. 441,786 14.86 31 47.62
2025-08-13 13F Grantham, Mayo, Van Otterloo & Co. LLC 99,601 755.90 7,056 978.75
2025-08-12 13F Deutsche Bank Ag\ 3,722,831 3.07 263,688 29.67
2025-08-11 13F HighTower Advisors, LLC 35,640 1.79 2,524 28.06
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 155 11
2025-06-30 NP VGRLX - Vanguard Global ex-U.S. Real Estate Index Fund Admiral 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 157,733 1.31 4,270 11.08
2025-06-26 NP OWLSX - Old Westbury Large Cap Strategies Fund 152,500 133.90 9,618 134.19
2025-08-14 13F Headlands Technologies LLC 3,101 220
2025-08-26 NP NOIGX - Northern International Equity Fund 15,895 4.20 1,128 31.47
2025-08-11 13F Cornerstone Planning Group LLC 114 86.89 8 166.67
2025-08-07 13F Parkside Financial Bank & Trust 29 2
2025-07-16 13F Signaturefd, Llc 22,835 5.64 1,617 32.98
2025-07-28 13F Generali Asset Management SPA SGR 34,375 61.85 3,323 93.25
2025-08-07 13F Aviva Plc 703,005 6.73 49,892 34.55
2025-07-16 13F Five Oceans Advisors 3,187 226
2025-08-27 13F/A Brinker Capital Investments, LLC 18,292 11.35 1,296 40.15
2025-08-14 13F Smartleaf Asset Management LLC 317 35.47 22 69.23
2025-08-20 NP RGLO - Global Equity Active ETF 2,310 164
2025-08-12 13F Proequities, Inc. Put 0 0
2025-07-24 13F Reuter James Wealth Management, Llc 4,807 0.02 340 25.93
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-04 13F Kovack Advisors, Inc. 2,895 205
2025-08-04 13F Atria Investments Llc 13,883 2.48 983 29.00
2025-08-27 NP RYDEX VARIABLE TRUST - Banking Fund Variable Annuity 805 48.80 57 90.00
2025-06-18 NP RAZAX - Multi-Asset Growth Strategy Fund Class A 4,417 4.97 279 4.91
2025-07-24 13F JB Capital LLC 2,926 207
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 18,890 38.90 1,341 75.16
2025-08-12 13F Richard W. Paul & Associates, LLC 111 1.83 8 16.67
2025-08-27 NP HCSRX - The Catholic SRI Growth Portfolio HC Strategic Shares 928 40.61 66 75.68
2025-06-26 NP UGOFX - Global Managed Volatility Fund Institutional Shares 10,490 16.75 662 16.78
2025-08-07 13F Scheer, Rowlett & Associates Investment Management Ltd. 418,123 3.36 29,698 30.48
2025-07-25 13F Cwm, Llc 1,846 2.73 0
2025-05-30 NP PRISX - T. Rowe Price Financial Services Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 154,100 11.83 8,668 -0.55
2025-07-31 13F Oppenheimer & Co Inc 22,252 2.21 1,576 28.65
2025-07-09 13F Chesley Taft & Associates LLC 17,609 106.03 1,247 159.25
2025-08-08 13F Crossmark Global Holdings, Inc. 189,918 1.06 13,452 27.15
2025-07-09 13F Sivia Capital Partners, LLC 3,692 262
2025-08-07 13F PCJ Investment Counsel Ltd. 53,110 63.42 3,772 106.35
2025-08-14 13F CIBC Asset Management Inc 9,526,562 2.30 675,987 28.99
2025-08-06 13F Commonwealth Equity Services, Llc 23,821 6.73 2 0.00
2025-08-14 13F GWM Advisors LLC 2,966 7,315.00 210 10,400.00
2025-08-13 13F CLARET ASSET MANAGEMENT Corp 153,655 0.45 11 25.00
2025-08-12 13F Picton Mahoney Asset Management 873,718 62
2025-08-13 13F Mount Yale Investment Advisors, LLC 602 43
2025-08-14 13F Glenmede Investment Management, LP 5,077 360
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 15,875 4.32 1,125 32.24
2025-08-14 13F D. E. Shaw & Co., Inc. Call 543,400 29.88 38,599 63.97
2025-07-28 13F Mutual Advisors, LLC 2,809 208
2025-08-14 13F D. E. Shaw & Co., Inc. 332,154 355.74 23,593 475.44
2025-08-14 13F D. E. Shaw & Co., Inc. Put 1,874,900 91.30 133,177 141.53
2025-08-28 NP QWLD - SPDR MSCI World StrategicFactors 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 1,352 3.13 96 30.14
2025-07-25 13F Sequoia Financial Advisors, LLC 6,504 461
2025-08-08 13F Larson Financial Group LLC 183 4,475.00 13
2025-08-13 13F HAP Trading, LLC 45,389 4,403
2025-06-26 NP FDEV - Fidelity Targeted International Factor ETF 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 9,647 13.53 607 13.04
2025-08-13 13F Natixis Advisors, L.p. 42,724 6.59 3 50.00
2025-05-22 NP RODM - Hartford Multifactor Developed Markets (ex-US) ETF 44,274 4.34 2,490 -7.16
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 7,040,481 22.56 500,098 54.72
2025-08-06 13F Metis Global Partners, LLC 53,114 9.06 3,770 37.64
2025-08-28 NP GMWEX - GuideMark(R) World ex-US Fund Service Shares 15,433 304.64 1,095 411.68
2025-08-14 13F Axa S.a. 913,458 46.45 64,700 84.25
2025-07-29 13F Stratos Wealth Partners, LTD. 4,725 14.55 335 43.97
2025-08-12 13F Dimensional Fund Advisors Lp 2,965,112 0.26 210,004 26.13
2025-06-24 NP JFLI - JPMorgan Flexible Income ETF 491 31
2025-08-12 13F Country Trust Bank 279 20
2025-08-08 13F SBI Securities Co., Ltd. 561 20.39 40 50.00
2025-07-25 NP EWO - iShares MSCI Austria 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 106,154 97.12 2,916 123.89
2025-08-04 13F Daymark Wealth Partners, Llc 5,528 392
2025-08-06 13F Genus Capital Management Inc. 24,835 171.12 1,759 241.55
2025-05-14 13F Credit Agricole S A 51,636 4.73 2,907 -6.74
2025-07-29 13F Private Trust Co Na 792 1.41 56 30.23
2025-08-15 13F CI Private Wealth, LLC 14,075 39.97 997 75.97
2025-08-11 13F TD Waterhouse Canada Inc. 3,162,404 3.09 224,381 29.40
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 20,095 7.24 1,424 35.14
2025-07-29 NP RBB FUND, INC. - Aquarius International Fund 2,982 6.16 203 18.82
2025-08-13 13F Northwestern Mutual Wealth Management Co 7,234 154.36 512 220.00
2025-08-14 13F Group One Trading, L.p. Put 19,400 295.92 1,374 399.64
2025-07-18 13F Dogwood Wealth Management LLC 72 5
2025-08-05 13F Bridgewater Advisors Inc. 3,185 231
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 16,582 1,360.97 1,175 3,568.75
2025-08-14 13F/A Bank Julius Baer & Co. Ltd, Zurich 3,799 19.02 367 25.68
2025-08-05 13F Crestwood Advisors Group LLC 7,191 4.16 509 31.19
2025-08-20 NP RINT - International Developed Equity Active ETF 2,772 197
2025-04-29 13F Hm Payson & Co 520 29
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 165,683 2,129.02 10,450 5,124.50
2025-08-14 13F CoreCap Advisors, LLC 300 21
2025-08-08 13F Avantax Advisory Services, Inc. 21,412 4.22 1,517 31.14
2025-07-23 13F Shell Asset Management Co 47,362 120.37 3 200.00
2025-08-14 13F Wetherby Asset Management Inc 15,117 19.75 1,071 34.09
2025-07-28 NP AVDS - Avantis International Small Cap Equity ETF 5,612 154
2025-06-26 NP IMTM - iShares Edge MSCI Intl Momentum Factor 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 536,339 6.34 33,828 6.47
2025-07-09 13F Baron Wealth Management LLC 3,143 223
2025-04-23 13F JCIC Asset Management Inc. 132 17.86 7 0.00
2025-08-12 13F Prudential Financial Inc 78,319 26.33 5,548 59.15
2025-08-06 13F Sienna Gestion 319,121 10.38 20,641 30.58
2025-08-06 13F Harvest Portfolios Group Inc. 54,922 4.12 3,898 31.38
2025-08-14 13F Royal Bank Of Canada Call 1,225,100 7.46 86,774 35.19
2025-05-30 NP SVTAX - Simt Global Managed Volatility Fund Class F 29,021 37.54 1,632 22.34
2025-08-11 13F Brown Brothers Harriman & Co 617 44
2025-08-12 13F Charles Schwab Investment Management Inc 2,614,421 2.99 185,219 29.73
2025-08-14 13F Royal Bank Of Canada Put 6,113,000 22.86 432,984 54.57
2025-06-30 NP IDMO - Invesco S&P International Developed Momentum 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 134,431 207.69 8,462 206.48
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N Short -214 -15
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