— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

BANK OF NOVA SCOTIA

Q1 2026 · Filed 2026-05-14
Market Value
$56.2B
-15.6%
Holdings
1,095
+18
New Purchases
107
Added To
333
Closed
117
Reduced
509
Top 10 Concentration
37.0%
Turnover
20.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 5.02% 3.68% +1.34% $2.8B
AMZN 3.06% 1.93% +1.13% $1.7B
WMT 0.94% 0.15% +0.79% $529M
KEY 5.82% 5.03% +0.79% $3.3B
NVDA 7.22% 6.64% +0.58% $4.1B
JPM 1.50% 0.96% +0.55% $844M
AMAT 0.54% 0.07% +0.47% $301M
CM 2.14% 1.72% +0.42% $1.2B
EWZ 0.38% 0.00% +0.37% $211M
NU 0.41% 0.04% +0.37% $232M
GDX 0.44% 0.09% +0.35% $247M
CNQ 0.57% 0.22% +0.35% $320M
AKAM 0.48% 0.17% +0.31% $269M
SU 0.56% 0.26% +0.30% $315M
SOXX 0.50% 0.20% +0.29% $280M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 2.16% 3.44% -1.28% $1.2B
MSFT 3.14% 4.30% -1.16% $1.8B
GOOGL 2.33% 3.40% -1.07% $1.3B
META 1.15% 2.10% -0.95% $648M
MU 0.74% 1.51% -0.76% $418M
TD 2.08% 2.76% -0.68% $1.2B
AVGO 2.46% 3.11% -0.66% $1.4B
ORCL 0.29% 0.67% -0.37% $164M
KLAC 0.16% 0.53% -0.37% $91M
GE 0.09% 0.43% -0.34% $51M
CRM 0.01% 0.34% -0.33% $6M
TXN 0.17% 0.47% -0.30% $96M
PGR 0.14% 0.43% -0.30% $77M
QQQ 0.02% 0.32% -0.29% $14M
SMH 0.02% 0.30% -0.28% $10M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 71 $27.2B 48.3%
Large Cap 705 $26.7B 47.5%
Mid Cap 234 $2.0B 3.5%
Small Cap 72 $145M 0.3%
Micro Cap 13 $245M 0.4%

Portfolio Analytics

Avg Market Cap
$85.8B
Median Market Cap
$20.6B
Avg P/E
34.0
Median P/E
23.5
Avg Dividend Yield
0.02%
Avg Beta
1.02
# Stocks
959
# ETFs / Funds
136

Top Holdings (1,095 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 7.22% 23,263,967 $4.1B $174.40 -$364M -444,308 -1.9%
2 KEY 5.82% 162,996,326 $3.3B $20.05 -$78M +900,951 +0.6%
3 AAPL 5.02% 11,117,287 $2.8B $253.79 $371M +2,103,861 +23.3%
4 RY 3.67% 12,761,696 $2.1B $161.62 -$534M -2,471,836 -16.2%
5 MSFT 3.14% 4,769,771 $1.8B $370.17 -$1.1B -1,152,045 -19.4%
6 AMZN 3.06% 8,248,355 $1.7B $208.29 $432M +2,677,259 +48.1%
7 AVGO 2.46% 4,456,512 $1.4B $309.51 -$692M -1,529,246 -25.6%
8 GOOGL 2.33% 4,558,021 $1.3B $287.56 -$953M -2,672,890 -37.0%
9 IVV 2.16% 1,859,007 $1.2B $653.21 -$1.1B -1,486,585 -44.4%
10 CM 2.14% 12,683,488 $1.2B $94.75 $57M +57,210 +0.5%
11 GOOG 2.12% 4,151,679 $1.2B $286.86 -$200M -279,608 -6.3%
12 TD 2.08% 12,511,563 $1.2B $93.37 -$668M -6,975,178 -35.8%
13 JPM 1.50% 2,870,768 $844M $294.16 $209M +897,081 +45.5%
14 BMO 1.21% 5,032,483 $681M $135.41 -$93M -932,886 -15.6%
15 META 1.15% 1,132,923 $648M $572.13 -$750M -985,741 -46.5%
16 TSLA 1.15% 1,734,056 $645M $371.75 -$139M -8,453 -0.5%
17 BN 1.11% 15,340,928 $621M $40.51 -$11M +1,575,668 +11.4%
18 WMT 0.94% 4,258,338 $529M $124.27 $430M +3,370,380 +379.6%
19 TRP 0.93% 8,380,992 $525M $62.60 $98M +639,127 +8.3%
20 SPY 0.80% 690,209 $449M $650.33 -$43M -30,477 -4.2%
21 BCE 0.78% 17,296,776 $436M $25.23 $28M +160,310 +0.9%
22 SLF 0.77% 6,869,280 $430M $62.63 $56M +878,031 +14.7%
23 MU 0.74% 1,237,399 $418M $337.84 -$585M -2,277,495 -64.8%
24 MFC 0.70% 11,370,691 $392M $34.44 -$42M -572,271 -4.8%
25 SHOP 0.67% 3,196,004 $379M $118.62 -$35M +621,893 +24.2%
26 UNH 0.60% 1,252,118 $339M $270.59 -$149M -224,322 -15.2%
27 LLY 0.59% 360,137 $331M $919.78 -$39M +15,854 +4.6%
28 CNQ 0.57% 6,565,392 $320M $48.77 $172M +2,184,892 +49.9%
29 SU 0.56% 4,765,867 $315M $66.13 $139M +795,310 +20.0%
30 ENB 0.55% 5,652,712 $306M $54.20 -$41M -1,606,610 -22.1%
31 AMAT 0.54% 880,610 $301M $341.79 $257M +711,224 +419.9%
32 AEM 0.53% 1,475,764 $299M $202.93 $116M +390,875 +36.0%
33 PLTR 0.51% 1,974,908 $289M $146.28 -$240M -1,000,564 -33.6%
34 ISRG 0.51% 618,138 $285M $461.00 -$22M +75,579 +13.9%
35 SOXX 0.50% 851,229 $280M $328.66 $144M +399,612 +88.5%
36 TU 0.48% 21,108,090 $271M $12.85 $40M +3,571,734 +20.4%
37 AKAM 0.48% 2,340,301 $269M $114.85 $154M +1,020,259 +77.3%
38 FTS 0.46% 4,588,898 $256M $55.78 $27M +183,703 +4.2%
39 C 0.46% 2,255,327 $256M $113.41 $67M +640,614 +39.7%
40 GDX 0.44% 2,692,956 $247M $91.77 $187M +1,986,420 +281.1%
41 CAT 0.43% 341,679 $242M $708.46 $9M -64,325 -15.8%
42 RCI 0.43% 6,280,164 $241M $38.45 $21M +445,964 +7.6%
43 HD 0.42% 722,758 $238M $328.89 $119M +378,393 +109.9%
44 EPU 0.42% 2,901,771 $234M $80.71 $136M +1,550,000 +114.7%
45 NU 0.41% 16,111,616 $232M $14.37 $203M +14,426,181 +855.9%
46 HON 0.40% 1,003,413 $227M $226.03 $131M +510,208 +103.5%
47 EWY 0.40% 1,823,820 $224M $123.01 $149M +1,050,220 +135.8%
48 COST 0.38% 215,977 $215M $996.45 -$112M -163,155 -43.0%
49 EWZ 0.38% 5,507,028 $211M $38.39 $210M +5,455,028 +10490.4%
50 LRCX 0.36% 939,483 $201M $213.66 $53M +77,800 +9.0%
51 JNJ 0.33% 761,803 $186M $244.44 -$61M -433,751 -36.3%
52 PM 0.31% 1,061,473 $176M $165.34 -$52M -359,789 -25.3%
53 MRK 0.31% 1,457,238 $175M $120.29 -$31M -498,962 -25.5%
54 EMRAF 0.31% 3,349,640 $174M $51.82 $6M -54,216 -1.6%
55 CVX 0.31% 834,667 $173M $206.90 $72M +175,690 +26.7%
56 B 0.30% 4,145,547 $169M $40.85 -$32M -480,790 -10.4%
57 NSC 0.30% 588,472 $169M $287.00 $71M +248,965 +73.3%
58 PBA 0.30% 3,766,410 $169M $44.75 $14M -297,961 -7.3%
59 NEM 0.29% 1,522,666 $165M $108.25 -$122M -1,345,458 -46.9%
60 ORCL 0.29% 1,117,229 $164M $147.11 -$280M -1,160,133 -50.9%
61 EFA 0.28% 1,618,956 $157M $97.13 $98M +999,705 +161.4%
62 PG 0.28% 1,073,701 $155M $144.44 -$30M -217,053 -16.8%
63 ABNB 0.27% 1,216,719 $154M $126.28 -$33M -157,987 -11.5%
64 BAC 0.27% 3,090,455 $151M $48.75 -$20M -8,821 -0.3%
65 KGC 0.27% 4,917,986 $150M $30.57 $1M -366,605 -6.9%
66 WPM 0.27% 1,135,457 $149M $131.23 $37M +183,580 +19.3%
67 BKNG 0.26% 870,520 $147M $168.40 -$145M +816,022 +1497.3%
68 PEP 0.26% 943,071 $146M $155.29 -$8M -134,729 -12.5%
69 BSX 0.26% 2,303,011 $145M $62.75 -$46M +308,930 +15.5%
70 CNI 0.26% 1,397,099 $144M $102.90 -$136M -1,429,311 -50.6%
71 PFE 0.26% 5,108,792 $143M $28.08 $63M +1,865,170 +57.5%
72 NFLX 0.25% 1,471,681 $142M $96.15 -$162M -1,769,566 -54.6%
73 GS 0.25% 164,216 $139M $845.99 $28M +38,090 +30.2%
74 BLK 0.25% 143,236 $138M $961.71 $98M +105,855 +283.2%
75 WBD 0.24% 4,998,709 $137M $27.46 $14M +738,783 +17.3%
76 INTC 0.24% 3,064,808 $135M $44.13 -$81M -2,801,766 -47.8%
77 CVE 0.24% 5,042,927 $134M $26.53 $49M +51,204 +1.0%
78 TMO 0.24% 270,009 $133M $491.53 $73M +167,302 +162.9%
79 BRK-B 0.24% 275,849 $132M $479.20 -$148M -281,117 -50.5%
80 GD 0.23% 384,498 $132M $343.22 $49M +137,834 +55.9%
81 VZ 0.23% 2,621,767 $132M $50.20 $7M -441,587 -14.4%
82 CCJ 0.23% 1,191,269 $130M $108.73 $17M -38,168 -3.1%
83 NTR 0.23% 1,689,740 $128M $75.47 $4M -305,865 -15.3%
84 SNDK 0.22% 193,920 $123M $635.34 $86M +37,601 +24.1%
85 KO 0.22% 1,616,804 $123M $76.05 -$47M -817,615 -33.6%
86 FNV 0.21% 485,345 $120M $247.55 $24M +23,587 +5.1%
87 GDXJ 0.21% 1,000,000 $120M $120.04 +1,000,000 NEW
88 MS 0.21% 715,042 $118M $164.59 -$17M -45,436 -6.0%
89 TJX 0.21% 734,821 $117M $159.70 $46M +273,002 +59.1%
90 XLF 0.21% 2,372,114 $117M $49.37 $102M +2,100,084 +772.0%
91 HBM 0.20% 5,433,750 $114M $20.90 -$38M -2,226,033 -29.1%
92 AMGN 0.20% 314,227 $111M $351.85 -$12M -58,745 -15.8%
93 V 0.19% 361,551 $109M $302.25 -$39M -61,661 -14.6%
94 SIL 0.19% 1,203,736 $108M $90.08 $84M +908,336 +307.5%
95 BAP 0.19% 317,244 $108M $339.18 -$130M -511,961 -61.7%
96 XOM 0.19% 630,415 $107M $169.66 -$55M -716,342 -53.2%
97 LMT 0.19% 176,707 $107M $604.39 $61M +81,115 +84.9%
98 NOW 0.19% 1,018,036 $106M $104.55 $5M +353,749 +53.2%
99 ANET 0.19% 857,037 $105M $122.78 -$9M -14,176 -1.6%
100 BIP 0.18% 2,812,022 $101M $36.06 $25M +614,531 +28.0%

Options Breakdown

0 Calls $0 Call Value 100 Puts $88M Put Value

Top Puts

SymbolSharesValueStatus
TSLA 38,812 $14M
NVDA 79,065 $14M
AMZN 56,971 $12M
AAPL 35,050 $9M
MSFT 12,490 $5M
RSP 21,700 $4M
DIA 7,500 $3M
SNPS 6,089 $2M NEW
GOOG 8,080 $2M NEW
AVGO 6,500 $2M

New Positions

SymbolValue% Port
GDXJ $120M 0.21%
SEE $58M 0.10%
W $53M 0.09%
IGV $44M 0.08%
LRN $31M 0.05%
SPOT $24M 0.04%
CAR $23M 0.04%
IXUS $23M 0.04%
BWXT $20M 0.04%
SPSM $10M 0.02%
DOCS $10M 0.02%
GTLB $9M 0.02%
JEF $9M 0.02%
ARWR $9M 0.02%
IBIT $8M 0.01%

Sold Out Positions

SymbolValue% Port
ACN —%
AN —%
ARMK —%
PB —%
DINO —%
M —%
AFG —%
WH —%
CWEN —%
SE —%
ARE —%
AMH —%
CPRI —%
AM —%
PFGC —%
View SEC EDGAR Filings for BANK OF NOVA SCOTIA →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms