| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 665 | 17,860,801 | IVV, VOO, TD, RY | 13F-HR | 8/6/2026 | 000112329226001065 |
| Q1 2026 | 580 | 16,670,043 | IVV, VOO, CNQ, TD | 13F-HR | 4/28/2026 | 000146355926000003 |
| Q4 2025 | 747 | 16,910,896 | IVV, VOO, SPY, RY | RESTATEMENT | 2/18/2026 | 000112329226000218 |
| Q3 2025 | 506 | 13,979,816 | IVV, SPY, VOO, RY | RESTATEMENT | 2/17/2026 | 000112329226000178 |
| Q2 2025 | 565 | 12,929,634 | IVV, SPY, VOO, RY | RESTATEMENT | 2/17/2026 | 000112329226000177 |
| Q1 2025 | 743 | 14,617,402 | IVV, SPY, RY, TD | 13F-HR | 5/8/2025 | 000112329225000206 |
| Q4 2024 | 790 | 14,992,974 | IVV, SPY, RY, BN | 13F-HR | 2/3/2025 | 000112329225000033 |
| Q3 2024 | 764 | 11,577,362 | IVV, SPY, RY, TD | 13F-HR | 11/5/2024 | 000112329224000330 |
| Q2 2024 | 700 | 9,448,376 | IVV, SPY, RY, CNQ | 13F-HR | 8/13/2024 | 000112329224000218 |
| Q1 2024 | 1,011 | 9,881,220 | IVV, RY, TD, SU | 13F-HR | 5/14/2024 | 000112329224000126 |
| Q4 2023 | 1,023 | 10,636,081 | IVV, SPY, RY, TD | 13F-HR | 2/12/2024 | 000112329224000036 |
| Q3 2023 | 1,044 | 9,336,184 | RY, TD, SU, CNQ | 13F-HR | 11/14/2023 | 000112329223000141 |
| Q2 2023 | 1,184 | 10,190,977 | TD, RY, CP, BNS | RESTATEMENT | 8/24/2023 | 000112329223000101 |
| Q2 2023 | 37 | 209,726 | PBA, WOW, SLB, DLR | NEW HOLDINGS | 8/24/2023 | 000112329223000102 |
| Q1 2023 | 1,252 | 10,285,843 | RY, TD, CP, HAYW | 13F-HR | 5/15/2023 | 000112329223000056 |
| Q4 2022 | 1,077 | 11,303,851 | RY, TD, HAYW, CP | 13F-HR | 2/14/2023 | 000156761923002891 |
| Q3 2022 | 1,253 | 13,010,808 | RY, TD, HAYW, BAM | 13F-HR | 11/14/2022 | 000156761922020028 |
| Q2 2022 | 1,261 | 13,963,076 | TD, RY, HAYW, BNS | 13F-HR | 8/15/2022 | 000156761922016229 |
| Q1 2022 | 1,287 | 17,453,824 | HAYW, RY, TD, AAPL | 13F-HR | 5/16/2022 | 000156761922010778 |
| Q4 2021 | 963 | 16,283,222 | RY, TD, BAM, SHOP | 13F-HR | 2/11/2022 | 000156761922003657 |
| Q3 2021 | 958 | 11,578,121 | RY, SHOP, BABA, TD | 13F-HR | 11/15/2021 | 000156761921020482 |
| Q2 2021 | 958 | 12,024,651 | MSFT, RY, SHOP, TD | 13F-HR | 8/16/2021 | 000156761921015909 |
| Q1 2021 | 820 | 11,204,587 | XLF, AGG, TD, RY | 13F-HR | 5/7/2021 | 000156761921009323 |
| Q4 2020 | 845 | 11,386,103 | AGG, RY, ACWI, BABA | 13F-HR | 2/16/2021 | 000156761921004028 |
| Q3 2020 | 967 | 9,242,911 | BABA, RY, LQD, SHOP | 13F-HR | 10/26/2020 | 000156761920018182 |
| Q2 2020 | 1,048 | 8,382,837 | BABA, RY, SHOP, MSFT | 13F-HR | 8/11/2020 | 000156761920014742 |
| Q1 2020 | 945 | 5,623,976 | RY, BABA, TRP, TD | 13F-HR | 5/8/2020 | 000156761920009365 |
| Q4 2019 | 908 | 11,837,932 | CM, AGG, RY, TD | 13F-HR | 2/14/2020 | 000156761920003979 |
| Q3 2019 | 893 | 10,611,038 | TD, RY, GDX, ENB | 13F-HR | 10/23/2019 | 000156761919019912 |
| Q2 2019 | 906 | 11,021,250 | TD, RY, TRP, SU | 13F-HR | 8/14/2019 | 000156761919017048 |
| Q1 2019 | 891 | 10,688,589 | TD, RY, TRP, CNI | 13F-HR | 5/15/2019 | 000156761919011209 |
| Q4 2018 | 766 | 9,333,883 | TD, RY, SU, TRP | 13F-HR | 2/14/2019 | 000095012319002271 |
| Q3 2018 | 772 | 11,742,143 | TD, RY, SU, CNQ | 13F-HR | 11/16/2018 | 000095012318012106 |
| Q2 2018 | 814 | 11,692,062 | TD, RY, SU, TSG | 13F-HR | 8/15/2018 | 000095012318008991 |
| Q1 2018 | 763 | 10,727,039 | TD, RY, SU, BNS | 13F-HR | 5/16/2018 | 000095012318005851 |
| Q4 2017 | 730 | 11,415,424 | TD, RY, BNS, TRP | 13F-HR | 2/15/2018 | 000095012318002603 |
| Q3 2017 | 728 | 10,687,062 | TD, RY, BNS, TRP | 13F-HR | 11/14/2017 | 000095012317010676 |
| Q2 2017 | 728 | 10,628,672 | RY, CNI, TD, BNS | 13F-HR | 8/11/2017 | 000095012317007451 |
| Q1 2017 | 790 | 11,649,258 | RY, BNS, TD, CM | RESTATEMENT | 8/10/2017 | 000095012317007141 |
| Q4 2016 | 701 | 11,002,607 | BNS, TD, RY, SU | 13F-HR | 2/7/2017 | 000095012317000977 |
| Q3 2016 | 708 | 10,185,035 | BNS, CM, CNQ, TRP | 13F-HR | 11/2/2016 | 000095012316021056 |
| Q2 2016 | 666 | 8,768,641 | BNS, CM, CNQ, TD | 13F-HR | 8/3/2016 | 000095012316018724 |
| Q1 2016 | 491 | 7,615,343 | TD, CNI, BNS, SLF | 13F-HR | 5/12/2016 | 000095012316016875 |
| Q4 2015 | 500 | 8,588,659 | CNI, TD, SU, TRP | 13F-HR | 2/5/2016 | 000095012316013493 |
| Q3 2015 | 496 | 8,622,059 | CNI, VRX, RY, CM | 13F-HR | 11/5/2015 | 000095012315010774 |
| Q2 2015 | 493 | 9,318,718 | VRX, RY, CNI, LADR | 13F-HR | 8/14/2015 | 000095012315009287 |
| Q1 2015 | 510 | 9,568,525 | CNI, VRX, LADR, CNQ | 13F-HR | 5/8/2015 | 000095012315005179 |
| Q4 2014 | 502 | 9,430,383 | LADR, CM, BMO, CNI | 13F-HR | 1/28/2015 | 000095012315000567 |
| Q3 2014 | 479 | 9,543,038 | BCEI, CNQ, BMO, LADR | 13F-HR | 11/6/2014 | 000095012314011035 |
| Q2 2014 | 1 | 196,450 | LADR | NEW HOLDINGS | 8/15/2014 | 000095012314009187 |
| Q2 2014 | 468 | 8,995,660 | BCEI, CNQ, SU, BMO | 13F-HR | 7/16/2014 | 000095012314007172 |
| Q1 2014 | 1 | 192,076 | LADR | NEW HOLDINGS | 8/15/2014 | 000095012314009183 |
| Q1 2014 | 454 | 8,157,933 | BCEI, CNQ, CM, BMO | 13F-HR | 4/22/2014 | 000095012314004006 |
| Q4 2013 | 457 | 7,863,388 | BCEI, RY, TU, CNQ | 13F-HR | 1/21/2014 | 000095012314000346 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G.
9 securities where the latest filing since 12/18/2024 is a 13G, the newest filed 3/4/2026. View all