Bank of Nova ScotiaBNS

13F holders, Q1 2025 (March 31)
419holders −22
40new positions
61sold out
7famous investors
$47.58avg. 13F price*

At the end of Q1 2025, 419 institutions reported holding Bank of Nova Scotia (BNS) in their 13F filings, down 22 from Q4 2024. 40 opened new positions and 61 sold out. The largest holders were Royal Bank of Canada ($4.7B), Bank of Montreal ($3.1B) and Vanguard Group Inc. ($2.5B). 7 famous investors held it, including Prem Watsa (0.9% of Fairfax Financial Holdings's portfolio), Jeremy Grantham (0.1% of GMO's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).

Company
Bank of Nova Scotia
Filed as
BANK NOVA SCOTIA HALIFAX (Q1 2025)
CUSIP
064149107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 399Q1 2024Q2 2024: 392Q2 2024Q3 2024: 411Q3 2024Q4 2024: 441Q4 2024Q1 2025: 419Q1 2025Q2 2025: 433Q2 2025Q3 2025: 460Q3 2025Q4 2025: 484Q4 2025Q1 2026: 508Q1 2026Q2 2026: 535Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions40$440.2M
Exits61$270.8M

All 13F filers, Q4 2024 → Q1 2025: 62,948,298 shares bought and 32,935,801 shares sold, net +30,012,497 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 419 holders

Royal Bank of Canada 1.06% Add +0.3% 99,763,920 $4.7B
Bank of Montreal 1.68% Add +2.5% 66,267,051 $3.1B
Vanguard Group Inc. 0.05% Add +3.5% 53,184,171 $2.5B
Cibc World Market Inc. 3.35% Add +1.5% 30,921,468 $1.5B
Toronto Dominion Bank 3.54% Add +44.3% 28,960,931 $1.4B
National Bank of Canada 1.24% Add +19.3% 22,228,914 $1.1B
TD Asset Management Inc 0.79% Reduce -4.1% 18,188,643 $862.3M
1832 Asset Management L.P. 1.60% Add +2.1% 17,717,286 $840.3M
Mackenzie Financial Corp. 1.02% Add +2.5% 15,158,112 $718.7M
Scotia Capital Inc. 3.60% Add +0.8% 14,141,532 $670.5M
Norges Bank 0.09% Add +9.6% 14,115,417 $669.4M
Healthcare of Ontario Pension Plan Trust Fund 1.06% Add +357.4% 10,069,139 $477.5M
Goldman Sachs Group Inc. 0.09% Add +250.7% 10,024,780 $475.5M
Geode Capital Management, LLC 0.03% Add +13.1% 8,403,940 $405.6M
Canada Pension Plan Investment Board 0.39% Add +141.1% 8,364,411 $396.6M
Federation des caisses Desjardins du Quebec 1.91% Reduce -13.4% 8,127,094 $385.4M
Legal & General Group Plc 0.10% Add +6.6% 8,001,989 $379.4M
CIBC Asset Management Inc 1.18% Reduce -27.1% 7,474,945 $355.1M
JPMorgan Chase & Co. 0.03% Add +25.2% 7,168,917 $340.0M
Connor, Clark & Lunn Investment Management Ltd. 1.31% Reduce -21.9% 6,321,716 $299.8M
Bank of America Corp. 0.02% Add +30.2% 5,883,980 $279.1M
Dimensional Fund Advisors LP 0.06% Add +3.5% 5,327,412 $252.7M
Amundi 0.09% Add +0.3% 4,233,040 $241.9M
Morgan Stanley 0.02% Add +90.0% 4,875,859 $231.3M
TD Waterhouse Canada Inc. 1.77% Add +20.9% 4,655,406 $216.9M
Murchinson Ltd. 36.32% New 4,300,083 $204.0M
Letko, Brosseau & Associates Inc. 4.04% Reduce -2.8% 4,011,525 $190.2M
Charles Schwab Investment Management Inc. 0.03% Add +1.5% 3,877,489 $183.8M
Barrow Hanley Mewhinney & Strauss LLC 0.62% Reduce -6.9% 3,600,249 $170.8M
Manufacturers Life Insurance Company, The 0.15% Reduce -28.2% 3,237,901 $154.4M
Invesco Ltd. 0.02% Add +3.6% 2,449,880 $116.2M
Beutel, Goodman & Co Ltd. 0.63% Reduce -64.4% 2,312,498 $109.6M
Nicola Wealth Management LTD. 10.64% New 2,300,000 $109.1M
Mufg Securities (canada), LTD. 3.55% Add +13.2% 2,150,322 $101.9M
Alberta Investment Management Corp 0.72% No change 2,126,600 $100.8M
Clearbridge Investments, LLC 0.09% Reduce -4.4% 2,121,805 $100.6M
Cardinal Capital Management, Inc. 3.32% Reduce -0.3% 2,061,256 $97.8M
Wellington Management Group LLP 0.02% Reduce -8.6% 1,985,565 $94.2M
JARISLOWSKY, FRASER Ltd 0.59% Reduce -83.2% 1,973,640 $93.6M
Deutsche Bank AG 0.03% Add +5.1% 1,805,936 $85.7M
Franklin Resources Inc. 0.02% Add +26.7% 1,645,990 $78.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +1.4% 1,557,511 $73.9M
Aviva PLC 0.17% Add +16.7% 1,514,002 $71.8M
Addenda Capital Inc. 2.49% Reduce -16.0% 987,155 $67.4M
HSBC Holdings PLC 0.04% Reduce -2.9% 1,304,529 $61.8M
Russell Investments Group, Ltd. 0.08% Reduce -5.7% 1,258,751 $59.8M
Burgundy Asset Management Ltd. 0.59% Reduce -1.1% 1,204,941 $57.2M
Bank of New York Mellon Corp 0.01% Add +5.5% 1,155,791 $54.8M
Scheer, Rowlett & Associates Investment Management Ltd. 4.06% Reduce -17.3% 1,154,576 $54.8M
Value Partners Investments Inc. 4.61% Add +907.4% 1,124,324 $53.4M
Intact Investment Management Inc. 1.78% Reduce -10.3% 1,095,762 $52.0M
Hillsdale Investment Management Inc. 2.63% Add +23.7% 1,092,736 $51.8M
Voloridge Investment Management, LLC 0.19% Add +1.8% 1,058,540 $50.2M
Quadrature Capital Ltd 1.09% New 1,028,500 $49.1M
CANADA LIFE ASSURANCE Co 0.09% Add +0.4% 1,018,164 $48.4M
SIG North Trading, ULC 9.62% Add +9556.2% 994,399 $47.2M
BlackRock, Inc. 0.00% Reduce -5.7% 978,948 $46.4M
First Trust Advisors LP 0.04% Add +6.5% 974,034 $46.2M
Korea Investment CORP 0.11% Add +0.5% 941,286 $44.6M
UBS Group AG 0.01% Reduce -8.0% 934,973 $44.3M
Pictet Asset Management Holding SA 0.05% Add +31.7% 901,692 $42.7M
Marathon Asset Management Ltd 1.29% Reduce -2.5% 886,594 $42.1M
Nuveen, LLC 0.01% — 873,668 $41.4M
Northern Trust Corp. 0.01% Add +0.1% 836,622 $39.7M
GMO 0.12% Add +71.0% 811,591 $38.5M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 4.71% Reduce -1.0% 782,054 $37.1M
Qube Research & Technologies Ltd 0.06% Add +214.1% 770,837 $36.6M
FIL Ltd 0.03% Reduce -72.1% 719,697 $34.1M
Citigroup Inc. 0.03% Reduce -14.5% 713,931 $33.8M
State of Tennessee, Department of Treasury 0.13% Add +0.5% 708,840 $33.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.20% Reduce -35.5% 692,516 $32.8M
Citadel Advisors 0.03% Add +573.7% 659,440 $31.3M
Guardian Partners Inc. 3.05% Add +3.6% 631,738 $29.5M
APG Asset Management N.V. 0.09% Reduce -1.5% 666,304 $29.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Reduce -5.0% 576,194 $27.3M
Van Eck Associates Corp. 0.03% Add +44.4% 526,563 $25.0M
OMERS ADMINISTRATION Corp 0.19% Add +1.7% 466,940 $22.1M
Guardian Capital LP 0.87% Reduce -3.3% 465,407 $22.1M
Canerector Inc. 15.88% No change 300,000 $20.5M
Man Group plc 0.06% Add +1244.8% 418,297 $19.8M
Portland Investment Counsel Inc. 5.90% No change 409,629 $19.4M
Forsta Ap-Fonden 0.14% Add +18.9% 393,400 $18.6M
AXA S.A. 0.06% Reduce -1.8% 386,759 $18.3M
Neuberger Berman Group LLC 0.02% Reduce -4.1% 391,942 $18.3M
American Century Companies Inc. 0.01% Add +6.5% 359,620 $17.1M
Fairfax Financial Holdings 0.92% No change 359,100 $17.0M
Ameriprise Financial Inc. 0.00% Add +19.1% 333,404 $16.6M
Barclays PLC 0.01% Reduce -6.8% 319,775 $15.2M
Aviso Financial Inc. 0.71% Reduce -12.5% 303,648 $14.4M
Caisse de depot et placement du Quebec 0.03% Reduce -47.4% 301,000 $14.3M
Lighthouse Investment Partners, LLC 0.63% New 292,309 $13.9M
Lombard Odier Asset Management (Switzerland) SA 0.75% Add +199.9% 132,846 $13.0M
DekaBank Deutsche Girozentrale 0.03% Reduce -0.5% 271,489 $12.9M
Oddo BHF Asset Management Sas 0.51% New 180,500 $12.3M
Varma Mutual Pension Insurance Co 0.10% Reduce -10.5% 256,656 $12.2M
Northwest & Ethical Investments L.P. 0.32% Reduce -15.9% 252,100 $12.0M
Natixis 0.07% Add +29.7% 239,206 $11.3M
Achmea Investment Management B.V. 0.16% Add +62.4% 237,355 $11.3M
Mn Services Vermogensbeheer B.V. 0.08% Reduce -14.4% 227,100 $10.8M
Investment Management Corp of Ontario 0.22% Add +17.5% 222,301 $10.5M
Cardinal Point Capital Management ULC 0.96% New 221,928 $10.5M
AMF Tjanstepension AB 0.08% No change 218,606 $10.4M
Royal London Asset Management Ltd. 0.02% Add +40.9% 219,422 $10.4M
Bank of Nova Scotia Trust Co. 1.09% Reduce -9.7% 214,454 $10.2M
Coleford Investment Management Ltd. 2.81% Reduce -1.8% 211,051 $10.0M
Generali Asset Management SPA SGR 0.24% Reduce -27.9% 145,207 $9.9M
Eldred Rock Partners, LLC 3.00% Add +33.1% 206,876 $9.8M
O'shaughnessy Asset Management, LLC 0.08% Reduce -8.3% 204,169 $9.7M
Voya Investment Management LLC 0.01% New 200,726 $9.5M
Alliancebernstein L.P. 0.00% Add +19.1% 187,515 $8.9M
USS Investment Management Ltd 0.07% Reduce -0.1% 184,941 $8.8M
Maryland State Retirement & Pension System 0.21% Add +33.3% 182,677 $8.7M
Louisbourg Investments Inc. 2.34% Reduce -14.2% 181,753 $8.6M
Swiss Life Asset Management Ltd 0.06% Add +26.1% 181,403 $8.6M
Corient Private Wealth LP 0.01% Reduce -6.5% 177,841 $8.4M
Euro Pacific Asset Management, LLC 1.53% Reduce -23.6% 178,463 $8.4M
Cidel Asset Management Inc. 0.54% Add +0.2% 173,390 $8.2M
Arrowstreet Capital, Limited Partnership 0.01% Add +939.1% 171,800 $8.1M
Skandinaviska Enskilda Banken AB (publ) 0.04% Add +4.7% 168,186 $8.0M
Allianz Asset Management GmbH 0.01% Reduce -9.6% 159,315 $7.6M
Lorne Steinberg Wealth Management Inc. 2.20% Add +1.0% 158,946 $7.5M
Intech Investment Management LLC 0.08% Add +49.0% 158,750 $7.5M
Triasima Portfolio Management inc. 1.48% Reduce -38.2% 158,171 $7.5M
Macquarie Group Ltd. 0.01% Add +3754.4% 110,738 $7.5M
Crossmark Global Holdings, Inc. 0.13% Add +1.5% 156,255 $7.4M
Millennium Management 0.01% Add +84.9% 153,991 $7.3M
Bridgewater Associates 0.03% Add +10.6% 152,056 $7.2M
Capital Fund Management S.A. 0.09% Add +56.1% 146,695 $7.0M
Janus Henderson Group PLC 0.00% Reduce -4.1% 139,249 $6.7M
Unigestion Holding SA 0.39% Reduce -11.8% 139,887 $6.6M
Utah Retirement Systems 0.08% Add +2.0% 139,596 $6.6M
Keystone Financial Planning, Inc. 1.96% Add +4.1% 138,907 $6.6M
Gold Investment Management Ltd. 2.78% Add +5.0% 138,669 $6.6M
Rathbones Group PLC 0.03% Add +0.4% 133,828 $6.3M
Public Employees Retirement System of Ohio 0.02% Reduce -4.0% 125,546 $6.0M
State Street Corp. 0.00% Add +2.3% 123,042 $5.8M
Public Sector Pension Investment Board 0.02% Add +0.7% 120,236 $5.7M
Claret Asset Management Corp 1.04% New 110,777 $5.3M
Bessemer Group Inc. 0.01% Add +145.7% 103,414 $4.9M
Gulf International Bank (UK) Ltd 0.17% Add +2683.5% 71,674 $4.9M
Avanza Fonder AB 0.16% Reduce -12.8% 71,293 $4.9M
Andra AP-fonden 0.08% Add +669.2% 70,000 $4.8M
American Assets Investment Management, LLC 0.41% No change 100,000 $4.7M
Davis-Rea LTD. 1.21% New 95,467 $4.5M
Acadian Asset Management LLC 0.01% Reduce -1.7% 93,800 $4.4M
Americana Partners, LLC 0.17% No change 93,600 $4.4M
Campbell & CO Investment Adviser LLC 0.32% New 88,225 $4.2M
US Bancorp \de 0.01% Reduce -13.6% 85,672 $4.1M
Twin Tree Management, LP 0.09% New 83,597 $4.0M
Ensign Peak Advisors, Inc 0.01% Reduce -8.2% 79,406 $3.8M
Ossiam 0.05% Reduce -16.7% 73,482 $3.5M
BNP Paribas Financial Markets 0.00% Add +9053.7% 72,955 $3.5M
Pathway Financial Advisers, LLC 1.17% Reduce -2.6% 71,737 $3.4M
Bank of Nova Scotia 0.01% Add +11.3% 71,286 $3.4M
D. E. Shaw & Co. 0.00% Add +146.7% 70,318 $3.3M
Fiera Capital Corp 0.01% Reduce -6.7% 67,252 $3.2M
Massachusetts Financial Services Co. 0.00% Add +4.8% 67,240 $3.2M
Stifel Financial Corp. 0.00% Add +2.1% 65,778 $3.1M
Harvest Portfolios Group Inc. 0.09% Add +14.8% 63,084 $3.0M
Avantax Advisory Services, Inc. 0.02% Add +0.5% 58,073 $2.8M
Cardinal Capital Management 0.42% Add +2.0% 57,409 $2.7M
LPL Financial LLC 0.00% Add +1.9% 56,446 $2.7M
Wealth Enhancement Advisory Services, LLC 0.00% Add +134.3% 53,015 $2.5M
Metis Global Partners, LLC 0.07% Reduce -0.4% 52,234 $2.5M
K.J. Harrison & Partners Inc 0.48% Reduce -6.0% 51,526 $2.4M
Advisors Management Group Inc. 0.53% Add +0.2% 51,190 $2.4M
Assenagon Asset Management S.A. 0.00% Reduce -44.1% 50,396 $2.4M
Tower Research Capital LLC (TRC) 0.07% Add +773.8% 47,177 $2.2M
FORA Capital, LLC 0.22% New 46,096 $2.2M
Cumberland Partners Ltd 0.16% Reduce -2.9% 44,351 $2.1M
FMR LLC 0.00% Reduce -34.3% 44,009 $2.1M
CenterBook Partners LP 0.13% New 43,429 $2.1M
Susquehanna International Group, LLP 0.00% Add +569.0% 43,120 $2.0M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +2.6% 42,664 $2.0M
Squarepoint Ops LLC 0.01% Add +906.3% 42,706 $2.0M
Natixis Advisors, LLC 0.00% Reduce -54.1% 42,356 $2.0M
Quadrant Capital Group LLC 0.07% Add +2756.7% 42,136 $2.0M
United Services Automobile Association 0.06% Add +4.8% 41,683 $2.0M
Quantinno Capital Management LP 0.01% Reduce -22.0% 41,562 $2.0M
Cerity Partners LLC 0.00% Add +159.3% 39,955 $1.9M
Shell Asset Management Co. 0.09% Reduce -5.0% 39,903 $1.9M
Creative Planning 0.00% Reduce -14.9% 39,855 $1.9M
Credit Agricole S A 0.01% Add +0.5% 38,104 $1.8M
ASR Vermogensbeheer N.V. 0.03% — 36,095 $1.7M
Ewing Morris & Co. Investment Partners Ltd. 0.54% Add +13.3% 24,995 $1.7M
PCJ Investment Counsel Ltd. 0.64% Reduce -46.2% 34,510 $1.6M
UniSuper Management Pty Ltd 0.01% No change 23,700 $1.6M
Captrust Financial Advisors 0.00% Add +39.8% 33,543 $1.6M
Mariner, LLC 0.00% Reduce -19.6% 32,899 $1.6M
PDT Partners, LLC 0.11% New 32,100 $1.5M
Raymond James Financial Inc. 0.00% Add +0.2% 32,003 $1.5M
Tacita Capital Inc 1.09% Add +1.3% 31,887 $1.5M
Jones Financial Companies LLLP 0.00% Reduce -30.3% 30,528 $1.5M
Employees Provident Fund Board 0.02% No change 30,000 $1.4M
Principal Financial Group Inc. 0.00% Reduce -1.7% 29,700 $1.4M
First National Trust Co 0.05% No change 28,739 $1.4M
Arnhold LLC 0.14% No change 28,600 $1.4M
Pinnacle Associates Ltd. 0.02% No change 27,500 $1.3M
Vanguard Personalized Indexing Management, LLC 0.02% Add +0.6% 26,766 $1.3M
Highland Capital Management, LLC 0.07% Reduce -6.7% 26,450 $1.3M
Ipswich Investment Management Co., Inc. 0.31% Reduce -8.3% 26,005 $1.2M
Magnetar Financial LLC 0.02% New 25,945 $1.2M
Candriam S.C.A. 0.01% Add +14.6% 25,285 $1.2M
Dynamic Technology Lab Private Ltd 0.17% Add +14.8% 24,910 $1.2M
Wells Fargo & Company 0.00% Reduce -32.5% 24,345 $1.2M
Genus Capital Management Inc. 0.17% — 24,050 $1.1M
Osaic Holdings, Inc. 0.00% Add +34.1% 23,579 $1.1M
Keybank National Association 0.00% Reduce -2.8% 23,356 $1.1M
Cigna Investments Inc. 0.20% Add +0.1% 22,888 $1.1M
Cetera Investment Advisers 0.00% Add +0.1% 20,635 $979K
Sei Investments Co. 0.00% Add +1.7% 20,629 $978K
Cornerstone Wealth Management, LLC 0.07% Add +2.6% 20,535 $974K
Intrua Financial, LLC 0.15% Reduce -0.6% 20,093 $953K
Pacifica Partners Inc. 0.42% Reduce -0.1% 18,863 $914K
AQR Capital Management 0.00% Add +111.2% 19,096 $911K
Prudential PLC 0.00% Reduce -19.6% 19,111 $906K
Todd Asset Management LLC 0.02% Add +0.3% 18,834 $893K
Wolverine Trading, LLC 0.03% Reduce -37.0% 18,441 $880K
Signaturefd, LLC 0.02% Reduce -10.7% 18,478 $876K
Mediolanum International Funds Ltd 0.01% Add +235.5% 18,268 $874K
Commonwealth Equity Services, LLC 0.00% Reduce -6.2% 18,088 $858K
MQS Management LLC 0.49% New 18,055 $856K
Plato Investment Management Ltd 0.07% No change 16,667 $799K
Orca Wealth Management, LLC 0.71% Add +1.9% 16,839 $799K
Verition Fund Management LLC 0.00% New 16,393 $778K
Jane Street Group, LLC 0.00% Reduce -85.1% 16,037 $761K
Yousif Capital Management, LLC 0.01% No change 15,896 $754K
Centiva Capital, LP 0.04% New 15,679 $744K
Guggenheim Capital LLC 0.01% Add +77.8% 15,307 $726K
Advisory Services Network, LLC 0.01% Reduce -2.4% 15,244 $723K
Cambridge Investment Research Advisors, Inc. 0.00% Add +3.2% 14,938 $709K
Motco 0.07% Reduce -0.5% 14,794 $702K
Bailard, Inc. 0.02% Reduce -2.1% 14,714 $698K
Ieq Capital, LLC 0.01% Add +1.1% 14,534 $689K
Bayforest Capital Ltd 0.30% Add +2005.5% 14,296 $678K
Bowen Hanes & Co. Inc. 0.02% No change 14,267 $677K
Radnor Capital Management, LLC 0.11% Reduce -0.7% 13,700 $650K
Marshall Wace, LLP 0.00% Reduce -96.7% 13,448 $638K
Bogart Wealth, LLC 0.03% No change 13,366 $634K
Retirement Planning Group, LLC 0.03% Reduce -6.5% 13,008 $617K
Cherokee Insurance Co 0.27% No change 12,760 $605K
Samalin Investment Counsel, LLC 0.24% Add +15.3% 12,383 $587K
Resources Management Corp. /CT/ 0.08% Reduce -2.6% 12,260 $581K
Fox Run Management, L.L.C. 0.09% Add +146.0% 12,042 $571K
Vident Advisory, LLC 0.01% Add +158.7% 12,024 $570K
Truist Financial Corp. 0.00% Reduce -7.0% 11,860 $563K
Compound Planning, Inc. 0.03% Add +5.8% 11,704 $555K
Ballentine Partners, LLC 0.01% Reduce -7.3% 11,576 $549K
Two Sigma Securities, LLC 0.08% New 11,469 $544K
M&T Bank Corp 0.00% Reduce -4.4% 11,365 $539K
Pacer Advisors, Inc. 0.00% Add +2.9% 11,013 $522K
PNC Financial Services Group, Inc. 0.00% Reduce -20.9% 10,930 $518K
Janney Montgomery Scott LLC 0.00% Add +4.3% 10,801 $512K
Snowden Capital Advisors LLC 0.02% Reduce -4.2% 10,788 $512K
PARK CIRCLE Co 0.44% New 10,500 $498K
PEAK6 LLC 0.02% New 10,383 $492K
Mitchell McLeod Pugh & Williams Inc. 0.10% No change 10,381 $492K
Walleye Capital LLC 0.01% Reduce -67.9% 10,292 $488K
Onex Canada Asset Management Inc. 0.06% Reduce -25.8% 10,170 $482K
Ravenstone Capital Management Inc. 0.27% Reduce -20.7% 9,876 $468K
Evergreen Capital Management LLC 0.02% Reduce -9.0% 9,872 $468K
Rhumbline Advisers 0.00% Reduce -7.9% 9,751 $462K
Pathstone Holdings, LLC 0.00% Reduce -0.1% 9,689 $458K
Forum Financial Management, LP 0.01% New 9,635 $457K
J. Safra Sarasin Holding AG 0.01% New 9,398 $446K
1900 Wealth Management LLC 0.04% No change 9,096 $431K
Ruggaard & Associates LLC 0.19% No change 8,981 $426K
Sumitomo Life Insurance Co. 0.01% Reduce -1.0% 8,806 $418K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Reduce -1.0% 8,806 $418K
Silverlake Wealth Management LLC 0.15% Add +0.1% 8,510 $404K
Texas Yale Capital Corp. 0.02% Reduce -42.2% 8,413 $399K
HighTower Advisors, LLC 0.00% Reduce -28.0% 8,235 $391K
Versant Capital Management, Inc 0.06% Add +5587.6% 7,792 $370K
Cohen Investment Advisors LLC 0.21% Reduce -0.1% 7,603 $361K
Caitong International Asset Management Co., Ltd 0.27% New 7,536 $357K
Barometer Capital Management Inc. 0.13% New 5,205 $350K
Mercer Global Advisors Inc. 0.00% Add +21.8% 7,239 $343K
Dixon Mitchell Investment Counsel Inc. 0.02% Reduce -99.2% 6,272 $341K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -36.9% 7,063 $335K
Asahi Life Asset Management Co., LTD. 0.22% Add +1.4% 7,050 $334K
PDS Planning, Inc 0.03% Add +19.4% 6,897 $327K
First Affirmative Financial Network 0.20% Reduce -9.6% 6,795 $322K
SIH Partners, LLLP 0.03% New 6,569 $312K
Evelyn Partners Investment Management LLP 0.01% No change 3,985 $308K
Orion Porfolio Solutions, LLC 0.00% Reduce -46.1% 6,280 $298K
Orion Portfolio Solutions, LLC 0.00% Reduce -46.1% 6,280 $298K
Transamerica Financial Advisors, LLC 0.03% Add +23.1% 6,199 $294K
Forbes J M & Co. LLP 0.03% No change 6,000 $285K
Danske Bank A/S 0.00% Reduce -22.5% 5,903 $281K
Lansforsakringar Fondforvaltning AB (publ) 0.00% Reduce -10.1% 5,842 $277K
Envestnet Asset Management Inc. 0.00% Reduce -23.8% 5,804 $275K
Applied Capital LLC 0.21% No change 5,616 $266K
Old North State Trust, LLC 0.17% No change 4,872 $262K
Integrated Wealth Concepts LLC 0.00% Reduce -1.0% 5,461 $259K
XTX Topco Ltd 0.01% New 5,458 $259K
Prospera Financial Services Inc 0.01% Add +10.1% 5,432 $258K
Hemenway Trust Co LLC 0.02% No change 5,140 $244K
Magnus Financial Group LLC 0.02% Add +0.0% 5,102 $242K
Glenmede Trust Co. NA 0.00% Add +32.5% 5,067 $240K
Sara-Bay Financial 0.11% Add +6.2% 5,021 $240K
Corient IA LP 0.17% — 5,000 $237K
Checchi Capital Advisers, LLC 0.02% Add +16.6% 4,992 $237K
Ascent Group, LLC 0.01% New 4,978 $236K
Callahan Advisors, LLC 0.02% Reduce -23.7% 4,900 $232K
Westover Capital Advisors, LLC 0.05% No change 4,850 $230K
Nwam LLC 0.02% Add +0.0% 4,790 $227K
Syon Capital LLC 0.02% Reduce -1.2% 4,783 $227K
Townsquare Capital LLC 0.00% Reduce -17.0% 4,781 $227K
Focus Partners Wealth 0.00% Reduce -26.3% 4,778 $227K
Dynamic Advisor Solutions LLC 0.01% Add +14.8% 4,634 $220K
1620 Investment Advisors, Inc. 0.17% Reduce -4.1% 4,595 $218K
Hexagon Capital Partners LLC 0.04% Add +4.3% 4,432 $210K
HB Wealth Management, LLC 0.00% Add +8.0% 4,406 $209K
Ritholtz Wealth Management 0.01% Reduce -53.8% 4,369 $207K
ICONIQ Capital, LLC 0.00% Reduce -23.4% 4,334 $206K
Venture Visionary Partners LLC 0.01% Reduce -12.0% 4,326 $205K
Farther Finance Advisors, LLC 0.01% Add +54.0% 4,331 $203K
Mutual Advisors, LLC 0.01% No change 4,117 $201K
SBI Securities Co., Ltd. 0.01% Add +1.2% 4,085 $194K
JCIC Asset Management Inc. 0.07% New 3,675 $174K
Principal Securities, Inc. 0.00% No change 3,046 $164K
Northwestern Mutual Wealth Management Co. 0.00% Add +31.6% 3,387 $161K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +11.2% 3,343 $159K
Kestra Advisory Services, LLC 0.00% Reduce -20.5% 3,334 $158K
Investors Research Corp 0.03% No change 3,200 $152K
Addison Advisors LLC 0.04% Reduce -16.5% 3,076 $146K
SG Americas Securities, LLC 0.00% New 3,046 $144K
Cromwell Holdings LLC 0.08% No change 2,742 $130K
LSV Asset Management 0.00% Reduce -27.0% 2,700 $128K
Lindbrook Capital, LLC 0.01% Reduce -6.1% 2,685 $127K
Ridgewood Investments LLC 0.06% Reduce -2.9% 2,495 $118K
GPS Wealth Strategies Group, LLC 0.01% Reduce -44.3% 2,218 $105K
Wilmington Savings Fund Society, FSB 0.00% No change 2,039 $97K
Parallel Advisors, LLC 0.00% Reduce -37.2% 1,943 $92K
Advisors Asset Management, Inc. 0.00% Reduce -34.1% 1,933 $92K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 1,805 $86K
Cwm, LLC 0.00% Reduce -22.0% 1,799 $85K
CIBC Private Wealth Group LLC 0.00% Reduce -21.2% 1,867 $83K
North Capital, Inc. 0.08% — 1,707 $81K
Clearstead Advisors, LLC 0.00% Add +0.4% 1,694 $80K
Steward Partners Investment Advisory, LLC 0.00% Add +0.7% 1,608 $76K
EverSource Wealth Advisors, LLC 0.00% Reduce -0.4% 1,516 $72K
SVB Wealth LLC 0.00% New 1,449 $69K
Dunhill Financial, LLC 0.03% Reduce -22.6% 1,371 $65K
Fortitude Family Office, LLC 0.02% No change 1,350 $64K
Tompkins Financial Corp. 0.01% No change 1,300 $62K
MAI Capital Management 0.00% Add +40.6% 1,211 $57K
Independence Bank of Kentucky 0.01% Add +38.4% 1,175 $56K
Farmers & Merchants Investments Inc. 0.00% No change 1,141 $54K
Compagnie Lombard Odier SCmA 0.00% New 1,105 $52K
City State Bank 0.02% No change 1,055 $50K
Harbour Investments, Inc. 0.00% Reduce -27.8% 1,033 $49K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -14.7% 1,003 $48K
NBT Bank, N.A. 0.00% No change 1,000 $47K
Whittier Trust Co. 0.00% No change 1,000 $47K
Bollard Group LLC 0.00% Add +0.1% 909 $43K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +1.4% 874 $42K
Pinnacle Bancorp, Inc. 0.01% No change 735 $35K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 700 $33K
North Star Investment Management Corp. 0.00% No change 700 $33K
Geneos Wealth Management Inc. 0.00% Reduce -16.5% 684 $32K
Mondrian Investment Partners LTD 0.00% Add +0.9% 461 $31K
Princeton Global Asset Management LLC 0.01% No change 650 $31K
Spire Wealth Management 0.00% No change 650 $31K
Leonteq Securities AG 0.00% New 563 $27K
Bruce G. Allen Investments, LLC 0.02% Reduce -12.0% 549 $26K
Coston, McIsaac & Partners 0.01% No change 501 $23K
Murphy & Mullick Capital Management Corp 0.02% No change 469 $22K
Armstrong Advisory Group, Inc. 0.00% No change 400 $21K
Delta Asset Management LLC 0.00% No change 450 $21K
Capital Analysts, LLC 0.00% Add +1.4% 442 $21K
Smartleaf Asset Management LLC 0.00% No change 402 $19K
Eastern Bank 0.00% No change 393 $19K
Fifth Third Bancorp 0.00% Reduce -7.3% 369 $18K
BOK Financial Private Wealth, Inc. 0.00% No change 368 $17K
IFP Advisors, Inc 0.00% No change 315 $15K
Crews Bank & Trust 0.00% No change 300 $14K
Larson Financial Group LLC 0.00% No change 300 $14K
Cullen/Frost Bankers, Inc. 0.00% New 288 $14K
Allworth Financial LP 0.00% Reduce -57.1% 274 $13K
Consultiva Wealth Management, Corp. 0.04% No change 270 $13K
Rothschild Investment LLC 0.00% No change 250 $12K
Trust Co. of Vermont 0.00% No change 250 $12K
JFS Wealth Advisors, LLC 0.00% Reduce -7.8% 238 $11K
Optiver Holding B.V. 0.00% New 224 $11K
Stonebridge Financial Group, LLC 0.00% No change 215 $10K
Wayfinding Financial, LLC 0.00% New 226 $10K
Coldstream Capital Management Inc. 0.00% New 208 $10K
FSA Wealth Management LLC 0.00% No change 200 $9K
Alpine Bank Wealth Management 0.00% — 200 $9K
Asset Dedication, LLC 0.00% No change 200 $9K
Coastline Trust Co 0.00% No change 195 $9K
GAMMA Investing LLC 0.00% No change 190 $9K
Lanark Financial, Inc. 0.00% — 170 $8K
Bell Investment Advisors, Inc 0.00% Add +33.6% 163 $8K
Garde Capital, Inc. 0.00% New 142 $7K
Private Wealth Asset Management, LLC 0.00% — 128 $6K
Financial Management Professionals, Inc. 0.00% Reduce -40.2% 116 $6K
CVA Family Office, LLC 0.00% No change 115 $5K
Cornerstone Planning Group LLC 0.00% No change 112 $5K
Hazlett, Burt & Watson, Inc. 0.00% No change 100 $5K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 100 $5K
New England Capital Financial Advisors LLC 0.00% No change 100 $5K
Medallion Wealth Advisors, LLC 0.00% No change 100 $5K
Financial Perspectives, Inc 0.00% No change 100 $5K
Physician Wealth Advisors, Inc. 0.00% No change 100 $5K
Penserra Capital Management LLC 0.00% No change 105 $4K
Highline Wealth Partners LLC 0.00% No change 77 $4K
Capital A Wealth Management, LLC 0.00% No change 74 $4K
Blue Trust, Inc. 0.00% Add +423.1% 68 $3K
NewEdge Advisors, LLC 0.00% No change 51 $2K
Zions Bancorporation, National Association 0.00% — 49 $2K
Mather Group, Llc. 0.00% No change 36 $2K
Rossby Financial, LCC 0.00% New 20 $976
Raffa Wealth Management, LLC 0.00% No change 20 $949
Sierra Ocean, LLC 0.00% No change 17 $806
NewSquare Capital LLC 0.00% Add +42.9% 10 $474
Brooklyn Investment Group 0.00% Reduce -93.7% 6 $285
High Note Wealth, LLC 0.00% No change 4 $190

"% of holder's portfolio" is BNS's weight in each manager's 13F, not the share of Bank of Nova Scotia the manager owns.