Filing Research | BANK NOVA SCOTIA B C Institutional Holdings

Snapshot holdings

50 / 120 loaded

#		Instrument	quantity
1	Artemis Investment Management LLP	Shares	2.1MSH	$179.7M
2	Cardinal Capital Management, Inc.	Shares	2.0MSH	$175.1M
3	Addenda Capital Inc.	Shares	1.1MSH	$133.3M
4	Value Partners Investments Inc.	Shares	679.9KSH	$59.0M
5	CIDEL ASSET MANAGEMENT INC	Shares	353.9KSH	$30.7M
6	Kepler Cheuvreux (Suisse) SA	Shares	230.9KSH	$28.4M
7	MONTRUSCO BOLTON INVESTMENTS INC.	Shares	305.6KSH	$26.6M
8	INTACT INVESTMENT MANAGEMENT INC.	Shares	294.1KSH	$25.6M
9	Cardinal Point Capital Management ULC	Shares	214.4KSH	$18.6M
10	Eldred Rock Partners, LLC	Shares	205.2KSH	$17.8M
11	Mediolanum International Funds Ltd	Shares	191.3KSH	$16.6M
12	PensionDanmark Pensionsforsikringsaktieselskab	Shares	178.2KSH	$15.5M
13	Avanza Fonder AB	Shares	96.4KSH	$11.9M
14	Keystone Financial Planning, Inc.	Shares	136.5KSH	$11.9M
15	Crossmark Global Holdings, Inc.	Shares	132.4KSH	$11.5M
16	Rathbones Group PLC	Shares	130.6KSH	$11.4M
17	Triasima Portfolio Management inc.	Shares	128.7KSH	$11.2M
18	LOUISBOURG INVESTMENTS INC.	Shares	62.7KSH	$5.4M
19	Cardinal Capital Management	Shares	62.6KSH	$5.4M
20	Assenagon Asset Management S.A.	Shares	45.7KSH	$4.0M
21	Fideuram Asset Management (Ireland) dac	Shares	26.8KSH	$3.2M
22	Ipswich Investment Management Co., Inc.	Shares	29.7KSH	$2.6M
23	ASR Vermogensbeheer N.V.	Shares	27.9KSH	$2.4M
24	SIGNATUREFD, LLC	Shares	27.0KSH	$2.3M
25	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	24.5KSH	$2.1M
26	HAGER INVESTMENT MANAGEMENT SERVICES, LLC	Shares	24.3KSH	$2.1M
27	Cornerstone Wealth Management, LLC	Shares	24.1KSH	$2.1M
28	Pacifica Partners Inc.	Shares	18.6KSH	$1.6M
29	VIEWPOINT INVESTMENT PARTNERS CORP	Shares	17.4KSH	$1.5M
30	Dynamic Advisor Solutions LLC	Shares	15.8KSH	$1.4M
31	Ballentine Partners, LLC	Shares	15.5KSH	$1.3M
32	Sequoia Financial Advisors, LLC	Shares	13.9KSH	$1.2M
33	Bogart Wealth, LLC	Shares	13.7KSH	$1.2M
34	Radnor Capital Management, LLC	Shares	13.3KSH	$1.2M
35	Farther Finance Advisors, LLC	Shares	12.1KSH	$1.1M
36	Versant Capital Management, Inc	Shares	10.3KSH	$898.0K
37	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.0KSH	$878.3K
38	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	8.4KSH	$729.5K
39	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	7.9KSH	$683.0K
40	Abacus Wealth Partners, LLC	Shares	7.8KSH	$678.7K
41	AAFMAA Wealth Management & Trust LLC	Shares	6.8KSH	$588.2K
42	Magnus Financial Group LLC	Shares	6.4KSH	$556.9K
43	FORBES J M & CO LLP	Shares	6.0KSH	$521.0K
44	Merit Financial Group, LLC	Shares	5.8KSH	$501.1K
45	Applied Capital LLC/FL	Shares	5.4KSH	$468.6K
46	FIDUCIARY FINANCIAL GROUP, LLC	Shares	4.9KSH	$422.3K
47	1620 INVESTMENT ADVISORS, INC.	Shares	4.7KSH	$407.5K
48	Sara-Bay Financial	Shares	4.4KSH	$383.0K
49	Dickmeyer Boyce Financial Management, Inc.	Shares	4.4KSH	$379.8K
50	Prospera Financial Services Inc	Shares	4.3KSH	$375.9K

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

50 / 127 loaded

#		Instrument
1	Artemis Investment Management LLP added	Shares	+843.1K	+$94.6M	$179.7M
2	Cardinal Capital Management, Inc. trimmed	Shares	-4.3K	+$35.3M	$175.1M
3	Addenda Capital Inc. added	Shares	+7.7K	+$29.7M	$133.3M
4	MONTRUSCO BOLTON INVESTMENTS INC. new	Shares	+305.6K	+$26.6M	$26.6M
5	CIDEL ASSET MANAGEMENT INC added	Shares	+192.4K	+$19.6M	$30.7M
6	Mediolanum International Funds Ltd added	Shares	+31.0K	+$5.7M	$16.6M
7	Kepler Cheuvreux (Suisse) SA trimmed	Shares	-15.7K	+$4.7M	$28.4M
8	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+15.1K	+$4.2M	$15.5M
9	Cardinal Point Capital Management ULC trimmed	Shares	-1.1K	+$3.7M	$18.6M
10	Eldred Rock Partners, LLC trimmed	Shares	-354	+$3.6M	$17.8M
11	Avanza Fonder AB added	Shares	+9.5K	+$3.5M	$11.9M
12	Value Partners Investments Inc. trimmed	Shares	-131.8K	+$2.8M	$59.0M
13	Triasima Portfolio Management inc. unchanged	Shares	0	+$2.3M	$11.2M
14	Crossmark Global Holdings, Inc. trimmed	Shares	-1.4K	+$2.2M	$11.5M
15	Keystone Financial Planning, Inc. trimmed	Shares	-2.6K	+$2.2M	$11.9M
16	HAGER INVESTMENT MANAGEMENT SERVICES, LLC added	Shares	+13.0K	+$1.3M	$2.1M
17	Fideuram Asset Management (Ireland) dac added	Shares	+7.7K	+$1.3M	$3.2M
18	Cardinal Capital Management added	Shares	+441	+$1.1M	$5.4M
19	SIGNATUREFD, LLC added	Shares	+3.4K	+$712.2K	$2.3M
20	Assenagon Asset Management S.A. trimmed	Shares	-1.8K	+$679.0K	$4.0M
21	Ipswich Investment Management Co., Inc. added	Shares	+2.0K	+$658.8K	$2.6M
22	Cornerstone Wealth Management, LLC added	Shares	+115	+$431.0K	$2.1M
23	HIGHLAND CAPITAL MANAGEMENT, LLC trimmed	Shares	-50	+$426.0K	$2.1M
24	Dynamic Advisor Solutions LLC added	Shares	+466	+$309.0K	$1.4M
25	Pacifica Partners Inc. trimmed	Shares	-116	+$292.3K	$1.6M
26	Ballentine Partners, LLC trimmed	Shares	-70	+$266.1K	$1.3M
27	Bogart Wealth, LLC added	Shares	+49	+$244.3K	$1.2M
28	Sequoia Financial Advisors, LLC trimmed	Shares	-64	+$239.8K	$1.2M
29	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+2.7K	+$237.9K	$237.9K
30	RIVERSEDGE ADVISORS, LLC new	Shares	+2.7K	+$234.5K	$234.5K
31	Radnor Capital Management, LLC unchanged	Shares	0	+$232.7K	$1.2M
32	Intrua Financial, LLC new	Shares	+2.6K	+$228.7K	$228.7K
33	Sivia Capital Partners, LLC new	Shares	+2.6K	+$224.7K	$224.7K
34	WORLD EQUITY GROUP, INC. new	Shares	+2.5K	+$213.8K	$213.8K
35	55 North Private Wealth, LLC new	Shares	+2.5K	+$213.8K	$213.8K
36	Braun-Bostich & Associates Inc. new	Shares	+2.4K	+$210.7K	$210.7K
37	NAPLES GLOBAL ADVISORS, LLC new	Shares	+2.4K	+$209.7K	$209.7K
38	VIEWPOINT INVESTMENT PARTNERS CORP trimmed	Shares	-1.0K	+$209.3K	$1.5M
39	J.W. COLE ADVISORS, INC. new	Shares	+2.3K	+$203.0K	$203.0K
40	Versant Capital Management, Inc trimmed	Shares	-109	+$173.7K	$898.0K
41	Curated Wealth Partners LLC new	Shares	+150.0K	+$165.0K	$165.0K
42	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+287	+$157.8K	$683.0K
43	Sumitomo Mitsui DS Asset Management Company, Ltd trimmed	Shares	-184	+$134.5K	$729.5K
44	Farther Finance Advisors, LLC trimmed	Shares	-1.0K	+$129.3K	$1.1M
45	Merit Financial Group, LLC added	Shares	+327	+$123.8K	$501.1K
46	AAFMAA Wealth Management & Trust LLC unchanged	Shares	0	+$118.7K	$588.2K
47	Magnus Financial Group LLC added	Shares	+1	+$112.6K	$556.9K
48	FORBES J M & CO LLP unchanged	Shares	0	+$105.2K	$521.0K
49	Aprio Wealth Management, LLC added	Shares	+491	+$103.0K	$341.5K
50	FIDUCIARY FINANCIAL GROUP, LLC added	Shares	+56	+$89.1K	$422.3K

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