Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

BANK OF NOVA SCOTIA

CIK 0000009631BNS· quarter ending 2026-06-30
Shares outstanding
1,236,305,738
Held by 13F filers
543,865,058
44.0% of shares outstanding
Holders
536
+26 vs 2026-03-31 · 75 new, 49 exited
Value
$47.7B
shares +1.1% vs prior quarter

Share classes (cover page of the 40-F filed 2025-12-02, as of 2025-10-31)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockBNS · NYSE1,236,305,738543,865,05844.0%536064149107

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
064149107COM536543,865,0581,236,305,73844.0%$47.7B17 call / 17 put13DGholders →
064149958EQUITYnot common1165,964——$14.4M—prefixholders →
06418GAD9FOREIGN BONDS (US $)not common1
$145K principal
——$147K—NPORTholders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 27 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 536 · 064149107)

change vs 2026-03-31
#FilerShares% of classValueChange
1ROYAL BANK OF CANADA65,848,3795.33%$5.7B-5,999,289 (-8.4%)
2BANK OF MONTREAL /CAN/51,924,0704.20%$4.5B-4,145,336 (-7.4%)
3VANGUARD CAPITAL MANAGEMENT LLC35,706,6102.89%$3.1B+23,327 (+0.1%)
4CIBC WORLD MARKET INC.25,213,6792.04%$2.2B-764,102 (-2.9%)
5NORGES BANK18,387,2591.49%$1.6BNEW
6ACADIAN ASSET MANAGEMENT LLC18,382,6431.49%$1.6B+3,362,613 (+22.4%)
71832 Asset Management L.P.16,250,1321.31%$1.4B-2,004,144 (-11.0%)
8NATIONAL BANK OF CANADA /FI/15,686,9251.27%$1.4B-723,071 (-4.4%)
9GEODE CAPITAL MANAGEMENT, LLC14,311,6951.16%$1.3B+1,471,882 (+11.5%)
10TD Asset Management Inc14,090,4691.14%$1.2B-5,091,494 (-26.5%)
11SCOTIA CAPITAL INC.12,935,9571.05%$1.1B-486,792 (-3.6%)
12TORONTO DOMINION BANK12,501,1791.01%$1.1B-5,080,205 (-28.9%)
13FIL Ltd12,248,9490.99%$1.1B+3,206,782 (+35.5%)
14CANADA PENSION PLAN INVESTMENT BOARD11,709,5400.95%$1.0B+2,595,898 (+28.5%)
15VANGUARD FIDUCIARY TRUST CO10,923,7490.88%$949.5M-46,189 (-0.4%)
16CIBC Asset Management Inc10,757,3180.87%$938.0M+1,963,443 (+22.3%)
17JPMORGAN CHASE & CO10,732,9170.87%$929.5M-108,498 (-1.0%)
18Vanguard Global Advisers, LLC9,462,6370.77%$822.5M+685,801 (+7.8%)
19TD Waterhouse Canada Inc.9,044,9030.73%$791.3M-629,165 (-6.5%)
20MACKENZIE FINANCIAL CORP8,653,5920.70%$1.1B+8,238 (+0.1%)
21Legal & General Group Plc8,169,7320.66%$709.8M-225,452 (-2.7%)
22Federation des caisses Desjardins du Quebec7,585,0570.61%$657.1M-142,301 (-1.8%)
23BARCLAYS PLC7,046,5100.57%$611.9M+2,041,985 (+40.8%)
24MORGAN STANLEY6,724,1050.54%$583.9M+2,595,889 (+62.9%)
25HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND6,624,9170.54%$575.3M+1,085,288 (+19.6%)
26Connor, Clark & Lunn Investment Management Ltd.6,543,0500.53%$567.3M-2,788,491 (-29.9%)
27DIMENSIONAL FUND ADVISORS LP6,138,6310.50%$533.1M+129,942 (+2.2%)
28MANUFACTURERS LIFE INSURANCE COMPANY, THE4,800,2350.39%$416.4M-536,408 (-10.1%)
29GOLDMAN SACHS GROUP INC4,741,5800.38%$411.8M-727,326 (-13.3%)
30CHARLES SCHWAB INVESTMENT MANAGEMENT INC4,085,9420.33%$355.0M+118,520 (+3.0%)
31WELLINGTON MANAGEMENT GROUP LLP4,078,8010.33%$354.4M-27,916 (-0.7%)
32LETKO, BROSSEAU & ASSOCIATES INC3,380,3740.27%$293.7M-130,292 (-3.7%)
33Amundi3,100,8310.25%$274.4M-202,272 (-6.1%)
34VANGUARD ASSET MANAGEMENT, Ltd2,788,5590.23%$242.4M+292,788 (+11.7%)
35DEUTSCHE BANK AG\2,671,7190.22%$232.0M+222,862 (+9.1%)
36AQR CAPITAL MANAGEMENT LLC2,655,5800.21%$230.6M-311,984 (-10.5%)
37BARROW HANLEY MEWHINNEY & STRAUSS LLC2,652,6000.21%$230.4M-566,693 (-17.6%)
38BANK OF AMERICA CORP /DE/2,588,4630.21%$224.8M-2,436,245 (-48.5%)
39Artemis Investment Management LLP2,069,2390.17%$179.7M+843,053 (+68.8%)
40Alberta Investment Management Corp2,040,6860.17%$177.2M-2,520,935 (-55.3%)
41Cardinal Capital Management, Inc.2,018,5240.16%$175.1M-4,335 (-0.2%)
42FRANKLIN RESOURCES INC1,970,9500.16%$171.1M+86,457 (+4.6%)
43Clearbridge Investments, LLC1,813,7470.15%$156.1M-164,246 (-8.3%)
44MUFG SECURITIES (CANADA), LTD.1,738,5620.14%$150.9M-90,045 (-4.9%)
45Public Sector Pension Investment Board1,670,8260.14%$144.8M-355,068 (-17.5%)
46BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp1,666,4920.13%$144.7M+482,310 (+40.7%)
47OMERS ADMINISTRATION Corp1,645,6610.13%$143.0M-251,754 (-13.3%)
48UBS Group AG1,618,7610.13%$140.6M+394,717 (+32.2%)
49VAN ECK ASSOCIATES CORP1,578,5240.13%$136.8M-62,024 (-3.8%)
50Invesco Ltd.1,527,0110.12%$132.6M-1,153,477 (-43.0%)
51Grantham, Mayo, Van Otterloo & Co. LLC1,381,6020.11%$120.0M+168,088 (+13.9%)
52Hillsdale Investment Management Inc.1,349,0410.11%$117.1M+55,809 (+4.3%)
53Russell Investments Group, Ltd.1,349,0380.11%$117.0M+234,635 (+21.1%)
54BlackRock, Inc.1,331,9050.11%$115.7M-171,144 (-11.4%)
55Bank of New York Mellon Corp1,292,4700.10%$112.2M+82,307 (+6.8%)
56SIG North Trading, ULC1,284,5170.10%$111.5M+319,771 (+33.1%)
57Quadrature Capital Ltd1,263,1000.10%$109.7M+31,900 (+2.6%)
58CITIGROUP INC1,234,0640.10%$107.2M+18,618 (+1.5%)
59AVIVA PLC1,160,5630.09%$100.7M+5,695 (+0.5%)
60JANE STREET GROUP, LLC1,086,5170.09%$94.4M+992,572 (+1056.5%)
61Addenda Capital Inc.1,081,2720.09%$133.3M+7,674 (+0.7%)
62Marathon Asset Management Ltd950,8320.08%$82.6M-138,562 (-12.7%)
63Korea Investment CORP917,2880.07%$79.7M+61,405 (+7.2%)
64APG Asset Management N.V.881,4870.07%$67.0M+245,492 (+38.6%)
65Nuveen, LLC878,2570.07%$76.3M+10,328 (+1.2%)
66NORTHERN TRUST CORP867,3720.07%$75.3M-28,719 (-3.2%)
67Blue Sparrow, LLC /DE843,0000.07%$73.2MNEW
68AMERICAN CENTURY COMPANIES INC823,6620.07%$71.6M+201,914 (+32.5%)
69INTECH INVESTMENT MANAGEMENT LLC794,3470.06%$69.0M-35,817 (-4.3%)
70Purpose Unlimited Inc.762,7230.06%$66.3M-17,653 (-2.3%)
71Pictet Asset Management Holding SA754,3220.06%$65.5M-8,838 (-1.2%)
72PICTON MAHONEY ASSET MANAGEMENT735,9210.06%$63.7M+696,888 (+1785.4%)
73Qube Research & Technologies Ltd719,6480.06%$62.5M-415,984 (-36.6%)
74CANADA LIFE ASSURANCE Co703,1860.06%$60.9M-273 (-0.0%)
75State of Tennessee, Department of Treasury702,1290.06%$61.0M+7,428 (+1.1%)
76Zurcher Kantonalbank (Zurich Cantonalbank)681,2270.06%$59.2M+58,325 (+9.4%)
77Value Partners Investments Inc.679,8680.05%$59.0M-131,760 (-16.2%)
78BCV Asset Management Inc.645,8090.05%$56.0M-44,459 (-6.4%)
79NEUBERGER BERMAN GROUP LLC642,6800.05%$55.8M+146,156 (+29.4%)
80FIRST TRUST ADVISORS LP636,7650.05%$55.3M-55,973 (-8.1%)
81Vanguard Investments Australia, Ltd.627,1530.05%$54.5M+10,631 (+1.7%)
82CITADEL ADVISORS LLC594,7720.05%$51.6M+284,409 (+91.6%)
83Guardian Partners Inc.546,9530.04%$47.4M-85,506 (-13.5%)
84SEB Asset Management AB530,0310.04%$46.1M+93,971 (+21.6%)
85Caisse de depot et placement du Quebec526,8440.04%$45.8M+67,188 (+14.6%)
86Cumberland Partners Ltd522,3600.04%$45.3M-3,963 (-0.8%)
87GUARDIAN CAPITAL LP483,2490.04%$41.9M-9,832 (-2.0%)
88MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd458,8260.04%$56.6M-118,625 (-20.5%)
89STATE OF WISCONSIN INVESTMENT BOARD429,4720.03%$37.3M-2,600 (-0.6%)
90Delaney Capital Management Ltd.415,3880.03%$36.0M-12,221 (-2.9%)
91MILLENNIUM MANAGEMENT LLC400,3410.03%$34.8M-45,148 (-10.1%)
92BNP PARIBAS ASSET MANAGEMENT Holding S.A.393,7370.03%$34.2M-136,489 (-25.7%)
93Man Group plc382,7670.03%$33.2M+104,784 (+37.7%)
94Mn Services Vermogensbeheer B.V.359,2430.03%$31.2M+75,600 (+26.7%)
95FAIRFAX FINANCIAL HOLDINGS LTD/ CAN359,1000.03%$31.2M—
96CIDEL ASSET MANAGEMENT INC353,8880.03%$30.7M+192,388 (+119.1%)
97PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO331,6360.03%$28.8M+19,790 (+6.3%)
98Northwest & Ethical Investments L.P.326,9930.03%$28.4M+64,486 (+24.6%)
99Investment Management Corp of Ontario306,8670.02%$26.6M+1,264 (+0.4%)
100MONTRUSCO BOLTON INVESTMENTS INC.305,5790.02%$26.6MNEW
101ALLIANCEBERNSTEIN L.P.305,3290.02%$21.2M+124,716 (+69.1%)
102CANERECTOR INC300,0000.02%$26.0M—
103INTACT INVESTMENT MANAGEMENT INC.294,1480.02%$25.6M-97,925 (-25.0%)
104AMERIPRISE FINANCIAL INC273,3840.02%$24.5M-16,995 (-5.9%)
105DekaBank Deutsche Girozentrale272,8500.02%$18.3M—
106Varma Mutual Pension Insurance Co272,1560.02%$23.6M+2,300 (+0.9%)
107Aviso Financial Inc.268,7130.02%$23.3M-39,628 (-12.9%)
108Swiss Life Asset Management Ltd249,2710.02%$21.6M+14,350 (+6.1%)
109Nykredit A/S236,2020.02%$20.5MNEW
110NATIXIS234,1540.02%$20.3M+54,753 (+30.5%)
111Kepler Cheuvreux (Suisse) SA230,8690.02%$28.4M-15,654 (-6.3%)
112Andra AP-fonden220,2600.02%$27.2M+5,700 (+2.7%)
113Lansforsakringar Fondforvaltning AB (publ)217,6980.02%$18.9M+212,501 (+4088.9%)
114BANK OF NOVA SCOTIA TRUST CO215,9340.02%$18.8M+2,446 (+1.1%)
115Maryland State Retirement & Pension System214,8140.02%$18.6M+10,325 (+5.0%)
116Cardinal Point Capital Management ULC214,4030.02%$18.6M-1,122 (-0.5%)
117RENAISSANCE TECHNOLOGIES LLC212,9000.02%$18.5MNEW
118ROYAL LONDON ASSET MANAGEMENT LTD207,3550.02%$18.0M-4,557 (-2.2%)
119Eldred Rock Partners, LLC205,2420.02%$17.8M-354 (-0.2%)
120Coleford Investment Management Ltd.199,8560.02%$17.3M-5,540 (-2.7%)
121Generali Asset Management SPA SGR191,5040.02%$23.6M+28,777 (+17.7%)
122Mediolanum International Funds Ltd191,3310.02%$16.6M+30,957 (+19.3%)
123Corient Private Wealth LP189,3230.02%$16.4M-1,832 (-1.0%)
124Balyasny Asset Management L.P.185,7000.02%$16.1MNEW
125PensionDanmark Pensionsforsikringsaktieselskab178,2260.01%$15.5M+15,100 (+9.3%)
126USS Investment Management Ltd175,4250.01%$15.2M-16,212 (-8.5%)
127Euro Pacific Asset Management, LLC169,5060.01%$13.9M-2,180 (-1.3%)
128Danica Pension, Livsforsikringsaktieselskab157,7900.01%$19.5M+9,099 (+6.1%)
129D. E. Shaw & Co., Inc.157,3010.01%$13.7M+11,294 (+7.7%)
130Quantinno Capital Management LP155,2160.01%$13.5M+26,496 (+20.6%)
131Beutel, Goodman & Co Ltd.154,6260.01%$13.4M-3,750 (-2.4%)
132HRT FINANCIAL LP154,4130.01%$13.4M+72,815 (+89.2%)
133Gold Investment Management Ltd.138,7500.01%$12.1M+204 (+0.1%)
134Keystone Financial Planning, Inc.136,4880.01%$11.9M-2,613 (-1.9%)
135VOYA INVESTMENT MANAGEMENT LLC134,3970.01%$11.7M-3,523 (-2.6%)
136STIFEL FINANCIAL CORP133,3820.01%$11.6M+4,548 (+3.5%)
137CAPITAL FUND MANAGEMENT S.A.132,8720.01%$11.5M+1,079 (+0.8%)
138Crossmark Global Holdings, Inc.132,3560.01%$11.5M-1,351 (-1.0%)
139Rathbones Group PLC130,6280.01%$11.4M-130,688 (-50.0%)
140Triasima Portfolio Management inc.128,6800.01%$11.2M—
141Utah Retirement Systems122,9770.01%$10.7M-13,647 (-10.0%)
142NATIXIS ADVISORS, LLC121,2760.01%$10.5M+24,880 (+25.8%)
143Creative Planning121,0170.01%$10.5M+16,149 (+15.4%)
144Lombard Odier Asset Management (Switzerland) SA118,4810.01%$10.3M-1,100 (-0.9%)
145Jupiter Topco LLC117,6810.01%$10.2MNEW
146Lorne Steinberg Wealth Management Inc.116,5120.01%$10.1M+3,969 (+3.5%)
147O'SHAUGHNESSY ASSET MANAGEMENT, LLC115,5250.01%$10.0M+27,175 (+30.8%)
148Harvest Portfolios Group Inc.112,8320.01%$9.8M-237 (-0.2%)
149BNP PARIBAS FINANCIAL MARKETS110,7020.01%$9.6M+18,230 (+19.7%)
150Claret Asset Management Corp105,4820.01%$9.2M-120 (-0.1%)
151American Assets Investment Management, LLC100,0000.01%$8.7M—
152PCJ Investment Counsel Ltd.99,3500.01%$8.6M+92,610 (+1374.0%)
153Avanza Fonder AB96,3690.01%$11.9M+9,487 (+10.9%)
154LAZARD ASSET MANAGEMENT LLC95,5590.01%$8.3M-961 (-1.0%)
155FMR LLC94,8580.01%$8.2M-1,794 (-1.9%)
156Gulf International Bank (UK) Ltd93,7290.01%$8.1M-1,472 (-1.5%)
157Americana Partners, LLC93,6870.01%$8.1M+87 (+0.1%)
158Assenagon Asset Management S.A.91,4560.01%$7.9M+43,905 (+92.3%)
159US BANCORP \DE\90,3710.01%$7.8M-763 (-0.8%)
160Cetera Investment Advisers88,6570.01%$7.7M+6,146 (+7.4%)
161Thrivent Financial for Lutherans86,3870.01%$7.5M+2,686 (+3.2%)
162Squarepoint Ops LLC80,3050.01%$7.0MNEW
163MASSACHUSETTS FINANCIAL SERVICES CO /MA/75,7930.01%$9.3M+503 (+0.7%)
164Quantbot Technologies LP70,3840.01%$6.1M+17,145 (+32.2%)
165BESSEMER GROUP INC67,8530.01%$5.9M+408 (+0.6%)
166K.J. Harrison & Partners Inc65,9490.01%$5.7M-2 (-0.0%)
167Pathway Financial Advisers, LLC64,6020.01%$5.6M-221 (-0.3%)
168SUSQUEHANNA INTERNATIONAL GROUP, LLP63,5540.01%$5.5MNEW
169LOUISBOURG INVESTMENTS INC.62,7040.01%$5.4M-26,814 (-30.0%)
170Cardinal Capital Management62,6060.01%$5.4M+441 (+0.7%)
171Allianz Asset Management GmbH62,3230.01%$5.4M+1,528 (+2.5%)
172ODDO BHF ASSET MANAGEMENT SAS62,3000.01%$7.7M-10,800 (-14.8%)
173LPL Financial LLC61,2920.00%$5.3M+2,785 (+4.8%)
174PDT Partners, LLC60,5000.00%$5.3M-22,700 (-27.3%)
175BANK OF NOVA SCOTIA58,7270.00%$5.1M-5,137 (-8.0%)
176DKRT Investments Corp.56,0000.00%$4.9M—
177LORD, ABBETT & CO. LLC54,9980.00%$4.8MNEW
178Campbell & CO Investment Adviser LLC54,8270.00%$4.8M-173,716 (-76.0%)
179Mariner, LLC53,6940.00%$4.7M+6,458 (+13.7%)
180IMC-Chicago, LLC52,3740.00%$4.5MNEW
181Trexquant Investment LP47,2210.00%$4.1MNEW
182QUADRANT CAPITAL GROUP LLC46,5960.00%$4.0M—
183MAVERICK CAPITAL LTD46,0200.00%$4.0M+9,319 (+25.4%)
184Janney Montgomery Scott LLC45,9970.00%$4.0M+35,064 (+320.7%)
185Sciencast Management LP45,0100.00%$3.9MNEW
186Ensign Peak Advisors, Inc44,6060.00%$3.9M—
187Laird Norton Wetherby Trust Company, LLC43,8610.00%$3.8M-7,597 (-14.8%)
188Cerity Partners LLC42,9800.00%$3.7M-2,282 (-5.0%)
189Tweedy, Browne Co LLC42,4790.00%$3.7MNEW
190Twin Tree Management, LP42,2680.00%$3.7M+41,352 (+4514.4%)
191Plato Investment Management Ltd41,6290.00%$3.6M-234 (-0.6%)
192Osmosis Investment Management UK Ltd41,5470.00%$3.6M-37,058 (-47.1%)
193JONES FINANCIAL COMPANIES LLLP41,0000.00%$3.5M+17,161 (+72.0%)
194Fiera Capital Corp40,1060.00%$3.5M-4,992 (-11.1%)
195Tacita Capital Inc38,8340.00%$3.4M-369 (-0.9%)
196CREDIT AGRICOLE S A38,6650.00%$3.4M-4,729 (-10.9%)
197CAPTRUST FINANCIAL ADVISORS38,2170.00%$3.3M-23 (-0.1%)
198Vanguard Personalized Indexing Management, LLC38,1060.00%$3.3M+2,239 (+6.2%)
199PORTLAND INVESTMENT COUNSEL INC.37,8000.00%$3.3M—
200RAYMOND JAMES FINANCIAL INC36,8270.00%$3.2M+11,341 (+44.5%)
201Genus Capital Management Inc.36,6050.00%$3.2M—
202RITHOLTZ WEALTH MANAGEMENT35,7310.00%$3.1M+7,310 (+25.7%)
203UniSuper Management Pty Ltd33,2780.00%$4.1M+9,178 (+38.1%)
204SEI INVESTMENTS CO32,4260.00%$2.8M+1,616 (+5.2%)
205Walleye Trading LLC29,7110.00%$2.6M+11,069 (+59.4%)
206Ipswich Investment Management Co., Inc.29,6720.00%$2.6M+2,000 (+7.2%)
207KEYBANK NATIONAL ASSOCIATION/OH29,4960.00%$2.6M+4,021 (+15.8%)
208ASR Vermogensbeheer N.V.27,8950.00%$2.4M-8,791 (-24.0%)
209PINNACLE ASSOCIATES LTD27,5000.00%$2.4M—
210SIGNATUREFD, LLC26,9910.00%$2.3M+3,449 (+14.7%)
211Fideuram Asset Management (Ireland) dac26,8180.00%$3.2M+7,717 (+40.4%)
212Ethic Inc.26,7120.00%$2.3M+1,863 (+7.5%)
213Cambridge Investment Research Advisors, Inc.26,2620.00%$2.3M+13,488 (+105.6%)
214HIGHLAND CAPITAL MANAGEMENT, LLC24,5000.00%$2.1M-50 (-0.2%)
215WORLDQUANT MILLENNIUM ADVISORS LLC24,4660.00%$2.1M+8,465 (+52.9%)
216HAGER INVESTMENT MANAGEMENT SERVICES, LLC24,3100.00%$2.1M+13,035 (+115.6%)
217IEQ CAPITAL, LLC24,3060.00%$2.1M-1,252 (-4.9%)
218Cornerstone Wealth Management, LLC24,1350.00%$2.1M+115 (+0.5%)
219Candriam S.C.A.24,0660.00%$2.1M+175 (+0.7%)
220OSAIC HOLDINGS, INC.23,3820.00%$2.0M+6,361 (+37.4%)
221Ewing Morris & Co. Investment Partners Ltd.22,6610.00%$2.0M-108 (-0.5%)
222CIGNA INVESTMENTS INC /NEW22,3050.00%$1.9M+532 (+2.4%)
223Compound Planning, Inc.21,0850.00%$1.8M+2,520 (+13.6%)
224Metis Global Partners, LLC20,8340.00%$1.8M-17,250 (-45.3%)
225WELLS FARGO & COMPANY/MN20,4850.00%$1.8M+998 (+5.1%)
226OPPENHEIMER & CO INC20,3570.00%$1.8M+13,854 (+213.0%)
227Tidal Investments LLC20,2050.00%$1.8M+1,437 (+7.7%)
228CHESAPEAKE CAPITAL CORP /IL/20,2050.00%$1.8M+1,437 (+7.7%)
229Orion Porfolio Solutions, LLC20,1950.00%$1.8M+1,522 (+8.2%)
230Brevan Howard Capital Management LP19,9320.00%$1.7M+9,672 (+94.3%)
231ADVISORS MANAGEMENT GROUP INC /ADV19,5840.00%$1.7M-115 (-0.6%)
232Foundations Investment Advisors, LLC19,4420.00%$1.7M+844 (+4.5%)
233J. Safra Sarasin Holding AG19,3630.00%$1.4M+4,962 (+34.5%)
234PNC Financial Services Group, Inc.19,3060.00%$1.7M-2,080 (-9.7%)
235TODD ASSET MANAGEMENT LLC19,2940.00%$1.7M—
236Pacifica Partners Inc.18,6270.00%$1.6M-116 (-0.6%)
237VIEWPOINT INVESTMENT PARTNERS CORP17,3810.00%$1.5M-1,000 (-5.4%)
238Focus Partners Wealth17,2790.00%$1.5M-152 (-0.9%)
239Vident Advisory, LLC16,8540.00%$1.5M-44 (-0.3%)
240BAILARD, INC.16,6730.00%$1.4M+52 (+0.3%)
241XTX Topco Ltd15,9970.00%$1.4MNEW
242COMMONWEALTH EQUITY SERVICES, LLC15,9400.00%$1.4M-232 (-1.4%)
243ExodusPoint Capital Management, LP15,8010.00%$1.4MNEW
244Dynamic Advisor Solutions LLC15,7840.00%$1.4M+466 (+3.0%)
245Pathstone Holdings, LLC15,7700.00%$1.4M+1,906 (+13.7%)
246Ballentine Partners, LLC15,4540.00%$1.3M-70 (-0.5%)
247Integrated Wealth Concepts LLC14,6510.00%$1.3M+3,685 (+33.6%)
248MOTCO14,3900.00%$1.2M+142 (+1.0%)
249MERCER GLOBAL ADVISORS INC /ADV14,3480.00%$1.2M+2,915 (+25.5%)
250BOWEN HANES & CO INC14,2670.00%$989K—
Exited since 2026-03-31 (49 filers; largest 25 shown)
JUPITER ASSET MANAGEMENT LTD−468,719
AGF MANAGEMENT LTD−352,107
PBU - The Pension Fund of Early Childhood & Youth Educators−152,831
JANUS HENDERSON GROUP PLC−121,281
Y-Intercept (Hong Kong) Ltd−81,740
Numerai GP LLC−79,467
FORA Capital, LLC−79,003
DAVIS-REA LTD.−75,384
Lighthouse Investment Partners, LLC−73,123
VOLORIDGE INVESTMENT MANAGEMENT, LLC−49,507
First National Trust Co−44,415
Magnetar Financial LLC−39,460
Mitsubishi UFJ Trust & Banking Corp−35,308
Vise Technologies, Inc.−26,537
CenterBook Partners LP−20,948
FOX RUN MANAGEMENT, L.L.C.−18,643
Voleon Capital Management LP−14,039
Graham Capital Management, L.P.−11,447
YOUSIF CAPITAL MANAGEMENT, LLC−10,451
TUDOR INVESTMENT CORP ET AL−9,880
111 Capital−9,176
First Affirmative Financial Network−9,039
Schonfeld Strategic Advisors LLC−8,654
Virtu Financial LLC−6,177
BLAIR WILLIAM & CO/IL−4,921

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting personFormFiledEventShares% of class
BMO BANK N.A.SCHEDULE 13G/A2026-05-132026-03-312,4420%
BMO NESBITT BURNS INC. WEALTH MANAGEMENTSCHEDULE 13G/A2026-05-132026-03-3135,368,2162.86%
BURGUNDY ASSET MANAGEMENT LTD.SCHEDULE 13G/A2026-05-132026-03-311,164,5070.09%
BANK OF MONTREAL HOLDING INC.SCHEDULE 13G/A2026-05-132026-03-3137,336,2023.02%
BMO FAMILY OFFICE, LLCSCHEDULE 13G/A2026-05-132026-03-311,9120%
BMO ASSET MANAGEMENT INC.SCHEDULE 13G/A2026-05-132026-03-3124,470,9181.97%
BMO FINANCIAL CORP.SCHEDULE 13G/A2026-05-132026-03-314,3540%
BMO PRIVATE INVESTMENT COUNSEL INC.SCHEDULE 13G/A2026-05-132026-03-312,699,6810.21%
Bank of MontrealSCHEDULE 13G/A2026-05-132026-03-3157,321,5264.63%
BMO NESBITT BURNS INC.SCHEDULE 13G/A2026-05-132026-03-311,926,4470.15%
1001271606 ONTARIO INCSCHEDULE 13G/A2026-05-132026-03-311,164,5070.09%
BMO NESBITT BURNS SECURITIES LTD.SCHEDULE 13G/A2026-05-132026-03-31104,1180%
BANK OF MONTREAL EUROPE PUBLIC LIMITED COMPANYSCHEDULE 13G/A2025-11-132025-09-30658,9990%
BANK OF MONTREAL, TORONTO BRANCHSCHEDULE 13G2025-02-142024-12-3124,559,9032%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.