Filing Research | Canadian Imperial Bank of Commerce Institutional Holdings

Snapshot holdings

50 / 119 loaded

#		Instrument	quantity
1	Cardinal Capital Management, Inc.	Shares	1.5MSH	$176.2M
2	INTACT INVESTMENT MANAGEMENT INC.	Shares	560.5KSH	$64.5M
3	Value Partners Investments Inc.	Shares	474.7KSH	$54.6M
4	Addenda Capital Inc.	Shares	296.0KSH	$48.7M
5	CIDEL ASSET MANAGEMENT INC	Shares	380.7KSH	$43.8M
6	Triasima Portfolio Management inc.	Shares	243.7KSH	$28.0M
7	Kepler Cheuvreux (Suisse) SA	Shares	158.3KSH	$25.8M
8	PensionDanmark Pensionsforsikringsaktieselskab	Shares	222.0KSH	$25.6M
9	Mediolanum International Funds Ltd	Shares	123.8KSH	$14.1M
10	Rathbones Group PLC	Shares	97.0KSH	$11.2M
11	Avanza Fonder AB	Shares	68.0KSH	$11.1M
12	NAPLES GLOBAL ADVISORS, LLC	Shares	74.1KSH	$8.6M
13	Chesley Taft & Associates LLC	Shares	70.4KSH	$8.1M
14	Gradient Investments LLC	Shares	58.0KSH	$6.7M
15	Assenagon Asset Management S.A.	Shares	33.4KSH	$3.8M
16	JCIC Asset Management Inc.	Shares	39.3KSH	$3.7M
17	ASR Vermogensbeheer N.V.	Shares	29.2KSH	$3.4M
18	Cardinal Point Capital Management ULC	Shares	29.1KSH	$3.3M
19	Fideuram Asset Management (Ireland) dac	Shares	19.9KSH	$3.2M
20	Mesirow Financial Investment Management, Inc.	Shares	27.0KSH	$3.1M
21	SIGNATUREFD, LLC	Shares	25.3KSH	$2.9M
22	Crossmark Global Holdings, Inc.	Shares	21.3KSH	$2.5M
23	First Bank & Trust	Shares	13.9KSH	$1.6M
24	Hudson Value Partners, LLC	Shares	11.9KSH	$1.4M
25	Aull & Monroe Investment Management Corp	Shares	11.0KSH	$1.3M
26	Octavia Wealth Advisors, LLC	Shares	10.8KSH	$1.2M
27	Hennion & Walsh Asset Management, Inc.	Shares	10.8KSH	$1.2M
28	Sequoia Financial Advisors, LLC	Shares	10.2KSH	$1.2M
29	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	10.0KSH	$1.1M
30	Affinity Capital Advisors, LLC	Shares	8.5KSH	$981.1K
31	DAVENPORT & Co LLC	Shares	7.7KSH	$884.8K
32	Versant Capital Management, Inc	Shares	5.8KSH	$671.5K
33	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	5.8KSH	$667.5K
34	Independence Bank of Kentucky	Shares	5.6KSH	$649.3K
35	MISSION WEALTH MANAGEMENT, LP	Shares	5.2KSH	$599.1K
36	ARQ WEALTH ADVISORS, LLC	Shares	5.0KSH	$588.7K
37	Keudell/Morrison Wealth Management	Shares	5.1KSH	$583.7K
38	Brown Shipley& Co Ltd	Shares	4.9KSH	$559.5K
39	Grove Bank & Trust	Shares	4.9KSH	$559.1K
40	VIEWPOINT INVESTMENT PARTNERS CORP	Shares	4.6KSH	$522.0K
41	BENJAMIN EDWARDS INC	Shares	4.4KSH	$511.3K
42	CASCADE INVESTMENT GROUP, INC.	Shares	4.3KSH	$500.3K
43	QRG CAPITAL MANAGEMENT, INC.	Shares	4.3KSH	$493.1K
44	TRUST CO OF TOLEDO NA /OH/	Shares	4.2KSH	$486.4K
45	INDEPENDENT FINANCIAL GROUP, LLC	Shares	4.1KSH	$469.7K
46	Triumph Capital Management	Shares	4.0KSH	$464.4K
47	Baron Wealth Management LLC	Shares	4.0KSH	$459.4K
48	GREENLEAF TRUST	Shares	3.7KSH	$426.8K
49	Five Oceans Advisors	Shares	3.7KSH	$422.6K
50	Sowell Financial Services LLC	Shares	3.4KSH	$390.1K

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

50 / 123 loaded

#		Instrument
1	INTACT INVESTMENT MANAGEMENT INC. added	Shares	+235.7K	+$33.8M	$64.5M
2	Cardinal Capital Management, Inc. trimmed	Shares	-23.8K	+$29.1M	$176.2M
3	Addenda Capital Inc. trimmed	Shares	-19.2K	+$6.8M	$48.7M
4	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+18.1K	+$6.3M	$25.6M
5	Triasima Portfolio Management inc. added	Shares	+12.4K	+$6.2M	$28.0M
6	Avanza Fonder AB added	Shares	+7.6K	+$3.1M	$11.1M
7	Fideuram Asset Management (Ireland) dac added	Shares	+18.7K	+$3.0M	$3.2M
8	NAPLES GLOBAL ADVISORS, LLC trimmed	Shares	-1.1K	+$1.4M	$8.6M
9	Gradient Investments LLC added	Shares	+1.6K	+$1.3M	$6.7M
10	Chesley Taft & Associates LLC trimmed	Shares	-4.6K	+$991.8K	$8.1M
11	Mediolanum International Funds Ltd trimmed	Shares	-18.7K	+$971.0K	$14.1M
12	Cardinal Point Capital Management ULC added	Shares	+883	+$676.3K	$3.3M
13	SIGNATUREFD, LLC added	Shares	+1.6K	+$664.6K	$2.9M
14	Assenagon Asset Management S.A. trimmed	Shares	-444	+$648.1K	$3.8M
15	ASR Vermogensbeheer N.V. added	Shares	+398	+$639.5K	$3.4M
16	Mesirow Financial Investment Management, Inc. added	Shares	+16	+$548.3K	$3.1M
17	DAVENPORT & Co LLC added	Shares	+3.2K	+$455.3K	$884.8K
18	Curated Wealth Partners LLC new	Shares	+250.0K	+$287.3K	$287.3K
19	Tanager Wealth Management LLP new	Shares	+2.3K	+$264.1K	$264.1K
20	CogentBlue Wealth Advisors, LLC new	Shares	+2.1K	+$242.9K	$242.9K
21	Fulcrum Equity Management new	Shares	+2.1K	+$242.5K	$242.5K
22	Madrona Financial Services, LLC new	Shares	+2.0K	+$230.0K	$230.0K
23	Aull & Monroe Investment Management Corp unchanged	Shares	0	+$223.6K	$1.3M
24	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+1.9K	+$223.1K	$223.1K
25	Venturi Wealth Management, LLC new	Shares	+1.9K	+$222.9K	$222.9K
26	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-2	+$218.3K	$1.2M
27	Sequoia Financial Advisors, LLC added	Shares	+113	+$217.0K	$1.2M
28	Braun-Bostich & Associates Inc. new	Shares	+1.9K	+$214.5K	$214.5K
29	RIVERSEDGE ADVISORS, LLC new	Shares	+1.8K	+$212.4K	$212.4K
30	First Bank & Trust trimmed	Shares	-745	+$211.6K	$1.6M
31	Aprio Wealth Management, LLC new	Shares	+1.8K	+$210.4K	$210.4K
32	Sivia Capital Partners, LLC new	Shares	+1.8K	+$207.2K	$207.2K
33	BALDWIN WEALTH PARTNERS LLC/MA new	Shares	+1.8K	+$202.6K	$202.6K
34	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-159	+$187.0K	$1.1M
35	QRG CAPITAL MANAGEMENT, INC. added	Shares	+1.0K	+$183.8K	$493.1K
36	Hudson Value Partners, LLC trimmed	Shares	-682	+$176.4K	$1.4M
37	Affinity Capital Advisors, LLC unchanged	Shares	0	+$175.3K	$981.1K
38	Octavia Wealth Advisors, LLC trimmed	Shares	-941	+$128.4K	$1.2M
39	ARQ WEALTH ADVISORS, LLC unchanged	Shares	0	+$115.0K	$588.7K
40	MISSION WEALTH MANAGEMENT, LP added	Shares	+97	+$114.7K	$599.1K
41	Baron Wealth Management LLC added	Shares	+355	+$114.6K	$459.4K
42	Independence Bank of Kentucky unchanged	Shares	0	+$114.3K	$649.3K
43	Merit Financial Group, LLC added	Shares	+439	+$108.9K	$381.8K
44	Versant Capital Management, Inc trimmed	Shares	-148	+$104.2K	$671.5K
45	Brown Shipley& Co Ltd unchanged	Shares	0	+$100.3K	$559.5K
46	Grove Bank & Trust unchanged	Shares	0	+$98.5K	$559.1K
47	BENJAMIN EDWARDS INC added	Shares	+37	+$93.5K	$511.3K
48	CASCADE INVESTMENT GROUP, INC. unchanged	Shares	0	+$88.1K	$500.3K
49	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$85.7K	$486.4K
50	VIEWPOINT INVESTMENT PARTNERS CORP added	Shares	+24	+$85.2K	$522.0K

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