Smart Money · Holder IQ
Above median holder quality (percentile 96.9 this quarter). Holder trend is not available.
Financial Services • Banks - Diversified
Reading stored signals…
End-of-day close from stored market data, not a live quote.
The last 8 fiscal quarters from EODHD’s latest stored vendor-normalized figures. These may include restatements. Year over year compares the same quarter a year earlier. Figures are in CAD, the currency CM reports in. Gross margin and operating income are not shown for a bank or insurer.
| Quarter | Revenue | YoY | Net income |
|---|---|---|---|
| Jul 2026filed Aug 27, 2026 | CA$16.2B | +6.2% | CA$2.4B |
| Apr 2026filed May 28, 2026 | CA$15.2B | +1.1% | CA$2.5B |
| Jan 2026filed Feb 26, 2026 | CA$15.8B | -2.0% | CA$3.1B |
| Jul 2025filed Aug 28, 2025 | CA$15.3B | -7.5% | CA$2.1B |
| Apr 2025filed May 29, 2025 | CA$15.1B | -3.7% | CA$2.0B |
| Jan 2025filed Feb 27, 2025 | CA$16.2B | +3.1% | CA$2.2B |
| Oct 2024filed Dec 5, 2024 | CA$16.2B | +7.2% | CA$1.9B |
| Jul 2024filed Aug 29, 2024 | CA$16.5B | — | CA$1.8B |
This operating-company comparison is not shown for a bank or insurer. Their funding and liquidity need a different interpretation; this is not a zero-debt verdict.
How steadily did the business compound its per-share book value with dividends over 40 quarters? This historical measure is not a stock-price return or a forecast.
As of
Grade withheld by the published method. This is not a zero or a poor-quality verdict.
no_periodic_equity_factsnot_operating_companysic_unknownLink an account to see your stake, watchlist and past holdings. Use this to question the durability of the business behind your investment case, alongside its filings and valuation. A withheld grade is a data or method limit, not a sell signal. For a short position, it does not predict timing, borrowing costs or downside. It does not measure your account’s return.
Source: SEC first-filed XBRL. Midas Edge API’s published Green Compounders method uses only filings public by the as-of date, split-adjusted shares and the original filed values. Restatements do not replace them. Issuer pools and entity types reflect the SEC submissions captured for this run, not historical classifications at each as-of date.
The primary form fits log book value with reinvested dividends against time. The method checks the starting book and market-cap floors and excludes identified non-reliance/enforcement windows. Its cohort is fixed at capture time, so historical percentiles have capture and survival limits. It does not check audit-opinion going-concern text. This grade is separate from InsiderIQ, HolderIQ and NetCredibility.
FINRA reports open short positions for a settlement date. The publication date is later. These are reported positions, with a separate date for each observation.
Compare the reported short exposure around the dates you bought, sold or watched CM. A long position benefits from price rises; a short position benefits from falls. A change in these counts does not predict either move.
Settlement Oct 15, 2026
12,847,314 shares short
-1,890,105 shares (-12.8%) vs Sep 30, 2026
1.4% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
14,737,419 shares short
-305,451 shares (-2%) vs Sep 15, 2026
1.6% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
15,042,870 shares short
-284,954 shares (-1.9%) vs Aug 31, 2026
Share of float unavailable. Published Sep 24, 2026.
Settlement Aug 31, 2026
15,327,824 shares short
+919,681 shares (+6.4%) vs Aug 14, 2026
1.7% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
14,408,143 shares short
-220,084 shares (-1.5%) vs Jul 31, 2026
1.6% of the stored float. Published Aug 25, 2026.
Settlement Jul 31, 2026
14,628,227 shares short
+2,822,554 shares (+23.9%) vs Jul 15, 2026
1.6% of the stored float. Published Aug 11, 2026.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records, up to six settlements from the last 240 days. FINRA data and reporting dates · How to read short interest
See the recorded cash amounts and dates behind CM’s income, and the splits that change its share count. Dates below are stored event records, not confirmation of a payment to your account.
CAD 1.07 per share
Ex-dividend date: Sep 28, 2026
Recorded pay date: Oct 28, 2026 (past date)
Cash dividend · Polygon event record
CAD 1.07 per share
Ex-dividend date: Jun 29, 2026
Recorded pay date: Jul 28, 2026 (past date)
Cash dividend · Polygon event record
CAD 1.07 per share
Ex-dividend date: Mar 27, 2026
Recorded pay date: Apr 28, 2026 (past date)
Cash dividend · Polygon event record
CAD 1.07 per share
Ex-dividend date: Dec 29, 2025
Recorded pay date: Jan 28, 2026 (past date)
Cash dividend · Polygon event record
CAD 0.97 per share
Ex-dividend date: Sep 29, 2025
Recorded pay date: Oct 28, 2025 (past date)
Cash dividend · Polygon event record
CAD 0.97 per share
Ex-dividend date: Jun 27, 2025
Recorded pay date: Jul 28, 2025 (past date)
Cash dividend · Polygon event record
Up to six Polygon cash-dividend events, including recorded ex-dates within the next 120 days. Amounts retain their recorded currency and decimal precision. Historical amounts are not restated to a common split basis, annualized, or converted to dollars.
For a long holding, compare the ex-date with when you held the shares and check the pay date against your broker’s cash history. Owning the stock today does not establish past entitlement. For a short holding, a dividend can create a payment obligation to the share lender.
Ex-dates and special dividend rules · Short-sale dividend obligations · Dividend data definitions
2 for 1 · forward split
Effective May 16, 2022
Each 1 pre-split share becomes 2 post-split shares.
Source: EODHD
Up to six stored split dates through Nov 10, 2026. Equivalent vendor ratios are combined; conflicting ratios are left out. This history may be incomplete.
A split changes the share count and per-share price basis; it does not by itself add investment value. Put your holding’s earlier and later share counts on the same basis before comparing them. This applies to both long shares and shares owed on a short position.
How stock splits workLink an account to see your stake, watchlist and past holdings.
We’ll show you if CM is in your portfolio and how much it contributes.
Sign inLoading market dates
104 smart-money holders: institutions with a high Holder IQ
Smart-money 13F trend: distributing (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
No directional recent-activity label is available. This context label is separate from the scored insider signal read.
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 0
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
No directional recent-activity label is available. This context label is separate from the scored insider signal read.
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
569 filers reported a long position in CM for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
53.1%
of the 426.5M shares 13-F filers reported
Moves vs Q1 2026
4 added6 trimmed
Net shares held
-4%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | Royal Bank of Canada | $7.3B · 63.6M shares | 63.6M | -4% |
| 2 | Bank of Montreal | $4.9B · 42.5M shares | 42.5M | +3.9% |
| 3 | Vanguard Capital Management LLC | $3.2B · 28.1M shares | 28.1M | -0.9% |
| 4 | TD Asset Management Inc | $2.3B · 19.9M shares | 19.9M | -12% |
| 5 | Mackenzie Financial Corp | $1.8B · 10.9M shares | 10.9M | +6.6% |
| 6 | Toronto Dominion Bank | $1.7B · 14.5M shares | 14.5M | -28.3% |
| 7 | National Bank of Canada | $1.6B · 13.5M shares | 13.5M | +4.5% |
| 8 | Cibc World Market Inc. | $1.3B · 11.6M shares | 11.6M | -4.7% |
| 9 | Bank of Nova Scotia | $1.3B · 11.3M shares | 11.3M | -11.2% |
| 10 | Geode Capital Management, LLC | $1.3B · 10.6M shares | 10.6M | +11% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign inHolders of more than 5% of CM file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Jul 31, 2026 | Vanguard Capital Management LLC13G · passive | 5.01% |
| May 13, 2026 | Bank of Montreal13G · passive · amended | 4.43%under 5% |
How much of CM’s move accompanied the market and its measured style leanings, and how much was left? The residual is unexplained by this fitted model. It does not establish a cause, skill or future alpha.
Return split unavailable. A complete, reconciled model for every market session in this window is unavailable. Missing dates are not filled.
Link an account with dated transactions to see what share of your own holding’s move since its purchase-date close was unexplained, with long and short positions distinguished. Your private holdings never enter this public chart.
Daily percentage returns, not window contributions. Source: the same dated warehouse rows and model v1.2.0; observed 2026-11-10T23:06:05.981Z. Absent sessions are never interpolated; missing or failed inputs stay unavailable.
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Each day uses that day’s fitted market intercept and style exposures multiplied by that day’s published factor returns. Their sum plus the independently stored residual must reconcile to the stock return. Window effects are weighted by stock wealth at each day’s start and added; the stock return compounds. Every expected US market session must be present and pass source, identity, model and numerical checks. This retrospective fit is an explanation of measured returns, not evidence of causation or an investable forecast. The window ends at the latest published model session, which can lag the market; today’s unfinished session is excluded.
Reading dated filing evidence…
Unlock detailed insider transactions, institutional holder changes, factor exposures, and personalized alerts. Start free with your own portfolio.
Read the balances behind the trades: SEC Forms 3, 4 and 5 state a reporting owner’s position, not just an amount bought or sold. These are dated filing observations, not current holdings or a trading signal.
Ownership history unavailable. No identity-bound filing ownership observations are available.
Link an account to see your stake, watchlist and past holdings. A reported balance adds context to a sale or purchase: an insider may still report a substantial position. This view does not calculate a percentage sold or a combined insider total. Different classes, indirect vehicles, derivatives and joint filers may overlap; changes can also reflect awards, gifts, exercises, splits or corrections. Neither a balance nor a change predicts your return.
Available filings through Nov 10, 2026; read Nov 10, 2026, 11:06 PM UTC. Latest 240 stored rows, up to 24 distinct reporting-owner positions. The stored sample need not be a complete ownership history. No holdings or account data about the reader enters this public evidence.
Reported evidence, not a forecast
Above median holder quality (percentile 96.9 this quarter). Holder trend is not available.
No stored transaction records were returned for this filing window. Last 180 days of filings: 0 purchases, 0 sales.
No active flags are recorded; this is not an all-clear.
Volatility: favors stocks with lower stock-specific volatility. In standard-deviation units; stock exposure, not your portfolio weight.
Price return +38.9%
Nov 7, 2025–Nov 9, 2026. The line is the stored cumulative price return, without dividends. Marks use their recorded calendar dates, including non-trading days; their lanes do not imply a price or that an event caused a move.
Insiders: green purchases, red sales. Other lanes: 13F reporting period ends, stored earnings-calendar dates and flagged filings. Select a mark or open the dated list for its evidence.