Filing Research | CANADIAN NAT RES LTD MED TER Institutional Holdings

Snapshot holdings

50 / 166 loaded

#		Instrument	quantity
1	Addenda Capital Inc.	Shares	1.8MSH	$103.5M
2	Canoe Financial LP	Shares	2.4MSH	$96.4M
3	INTACT INVESTMENT MANAGEMENT INC.	Shares	642.1KSH	$25.4M
4	FACTORY MUTUAL INSURANCE CO	Shares	610.4KSH	$24.1M
5	Rempart Asset Management Inc.	Shares	517.0KSH	$20.4M
6	CIDEL ASSET MANAGEMENT INC	Shares	491.4KSH	$19.4M
7	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	486.6KSH	$19.2M
8	Crossmark Global Holdings, Inc.	Shares	382.9KSH	$15.1M
9	HATCH COVE CAPITAL, LLC	Shares	299.6KSH	$11.8M
10	Y-Intercept (Hong Kong) Ltd	Shares	287.2KSH	$11.3M
11	Mraz, Amerine & Associates, Inc.	Shares	236.3KSH	$9.3M
12	Cardinal Point Capital Management ULC	Shares	232.1KSH	$9.2M
13	VIEWPOINT INVESTMENT PARTNERS CORP	Shares	184.4KSH	$7.3M
14	Pacifica Partners Inc.	Shares	182.6KSH	$7.2M
15	LOUISBOURG INVESTMENTS INC.	Shares	176.7KSH	$7.0M
16	Triasima Portfolio Management inc.	Shares	166.1KSH	$6.6M
17	Mediolanum International Funds Ltd	Shares	166.4KSH	$6.5M
18	HENNESSY ADVISORS INC	Shares	164.3KSH	$6.5M
19	JCIC Asset Management Inc.	Shares	97.4KSH	$4.7M
20	Buttonwood Financial Advisors Inc.	Shares	104.3KSH	$4.1M
21	PEAK FINANCIAL ADVISORS LLC	Shares	89.1KSH	$3.5M
22	Capital Investment Counsel, LLC	Shares	86.4KSH	$3.4M
23	Merrion Investment Management Co, LLC	Shares	78.8KSH	$3.1M
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	72.7KSH	$3.0M
25	Dynamic Advisor Solutions LLC	Shares	63.2KSH	$2.5M
26	Rockingstone Advisors LLC	Shares	62.5KSH	$2.5M
27	PKO Investment Management Joint-Stock Co	Shares	57.7KSH	$2.3M
28	EQUITABLE TRUST CO	Shares	56.0KSH	$2.2M
29	Assenagon Asset Management S.A.	Shares	54.4KSH	$2.2M
30	Value Partners Investments Inc.	Shares	51.3KSH	$2.0M
31	Sequoia Financial Advisors, LLC	Shares	51.0KSH	$2.0M
32	SIGNATUREFD, LLC	Shares	51.0KSH	$2.0M
33	Financial Perspectives, Inc	Shares	49.7KSH	$2.0M
34	Fideuram Asset Management (Ireland) dac	Shares	30.8KSH	$1.8M
35	SWP Investment Management LLC	Shares	40.3KSH	$1.6M
36	Steadtrust LLC	Shares	39.4KSH	$1.6M
37	SALEM INVESTMENT COUNSELORS INC	Shares	36.8KSH	$1.5M
38	Murphy Pohlad Asset Management LLC	Shares	34.9KSH	$1.4M
39	Farther Finance Advisors, LLC	Shares	33.8KSH	$1.3M
40	BENJAMIN EDWARDS INC	Shares	32.8KSH	$1.3M
41	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	32.0KSH	$1.3M
42	Finivi Inc.	Shares	31.6KSH	$1.2M
43	McAlvany Wealth Management LLC	Shares	31.2KSH	$1.2M
44	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	Shares	30.0KSH	$1.2M
45	GATEWAY INVESTMENT ADVISERS LLC	Shares	29.0KSH	$1.1M
46	Rathbones Group PLC	Shares	28.3KSH	$1.1M
47	Ted Buchan & Co	Shares	28.2KSH	$1.1M
48	Lee Financial Co	Shares	27.4KSH	$1.1M
49	Connective Portfolio Management, LLC	Shares	25.0KSH	$988.9K
50	Gradient Investments LLC	Shares	23.6KSH	$931.6K

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Manager changes2026-06-30 vs 2026-03-31

50 / 194 loaded

#		Instrument
1	HATCH COVE CAPITAL, LLC new	Shares	+299.6K	+$11.8M	$11.8M
2	CIDEL ASSET MANAGEMENT INC added	Shares	+327.0K	+$11.4M	$19.4M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+287.2K	+$11.3M	$11.3M
4	Triasima Portfolio Management inc. added	Shares	+133.2K	+$5.0M	$6.6M
5	Fideuram Asset Management (Ireland) dac added	Shares	+28.7K	+$1.7M	$1.8M
6	Mediolanum International Funds Ltd added	Shares	+60.7K	+$1.3M	$6.5M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+30.5K	+$1.0M	$3.0M
8	Connective Portfolio Management, LLC new	Shares	+25.0K	+$988.9K	$988.9K
9	LOUISBOURG INVESTMENTS INC. added	Shares	+43.7K	+$502.1K	$7.0M
10	Curated Wealth Partners LLC new	Shares	+400.0K	+$459.5K	$459.5K
11	Wealth Science Advisors LLC added	Shares	+10.2K	+$446.6K	$712.1K
12	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+10.5K	+$413.1K	$413.1K
13	Financial Perspectives, Inc added	Shares	+16.1K	+$328.1K	$2.0M
14	J.W. COLE ADVISORS, INC. new	Shares	+6.2K	+$244.5K	$244.5K
15	Hoese & Co LLP new	Shares	+3.0K	+$118.5K	$118.5K
16	Cardinal Capital Management, Inc. added	Shares	+3.9K	+$111.3K	$343.0K
17	Tower View Wealth Management LLC new	Shares	+1.9K	+$75.0K	$75.0K
18	HM PAYSON & CO added	Shares	+1.3K	+$36.4K	$122.3K
19	FIRST HORIZON CORP added	Shares	+957	+$34.8K	$50.4K
20	PFS Partners, LLC new	Shares	+600	+$23.7K	$23.7K
21	LifeSteps Financial, Inc. new	Shares	+532	+$21.0K	$21.0K
22	ELEVATION WEALTH PARTNERS, LLC new	Shares	+276	+$10.9K	$10.9K
23	Valeo Financial Advisors, LLC added	Shares	+1.3K	+$8.7K	$233.2K
24	Versant Capital Management, Inc added	Shares	+808	+$8.6K	$131.7K
25	TOTH FINANCIAL ADVISORY CORP added	Shares	+487	+$7.9K	$67.9K
26	QRG CAPITAL MANAGEMENT, INC. added	Shares	+1.5K	+$6.1K	$278.4K
27	Blue Trust, Inc. added	Shares	+400	+$5.6K	$59.5K
28	HAGER INVESTMENT MANAGEMENT SERVICES, LLC new	Shares	+133	+$5.3K	$5.3K
29	Physician Wealth Advisors, Inc. new	Shares	+125	+$4.9K	$4.9K
30	HHM Wealth Advisors, LLC added	Shares	+225	+$3.2K	$33.4K
31	WEST PACES ADVISORS INC. new	Shares	+69	+$2.7K	$2.7K
32	PARK AVENUE SECURITIES LLC new	Shares	+45.6K	+$1.8K	$1.8K
33	Noble Wealth Management PBC new	Shares	+37	+$1.5K	$1.5K
34	JNBA Financial Advisors added	Shares	+45	+$1.0K	$5.1K
35	JAMISON PRIVATE WEALTH MANAGEMENT, INC. added	Shares	+5.7K	+$853	$1.2M
36	HALBERT HARGROVE GLOBAL ADVISORS, LLC new	Shares	+14	+$565	$565
37	Mosley Wealth Management new	Shares	+8	+$316	$316
38	Cordant, Inc. new	Shares	+8	+$300	$300
39	CX Institutional new	Shares	+700	+$28	$28
40	Darwin Wealth Management, LLC new	Shares	0	+$27	$27
41	JCIC Asset Management Inc. unchanged	Shares	0	$0	$4.7M
42	Roble, Belko & Company, Inc trimmed	Shares	-45	-$4	$4
43	Nvest Wealth Strategies, Inc. unchanged	Shares	0	-$130	$553
44	Ares Financial Consulting, LLC unchanged	Shares	0	-$198	$1.1K
45	Beaird Harris Wealth Management, LLC unchanged	Shares	0	-$232	$990
46	SJS Investment Consulting Inc. unchanged	Shares	0	-$259	$1.1K
47	Oakworth Capital, Inc. unchanged	Shares	0	-$277	$1.2K
48	CIGNA INVESTMENTS INC /NEW added	Shares	+747	-$306	$1.5K
49	SOUTHERN MICHIGAN BANK & TRUST unchanged	Shares	0	-$341	$1.5K
50	Valued Wealth Advisors LLC unchanged	Shares	0	-$406	$1.8K

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