Public record / Tickers / BNS

BNS — BANK OF NOVA SCOTIA

Both disclosure regimes on one name: who in Congress filed about BNS, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
13
all PTR rows naming BNS
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
11-07
filed 2023-11-07
13F holders
354
top-354 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Pete Sessions · $1.0K–$15.0K

Sale · traded 2023-11-02 → filed 2023-11-07. Ranked over every BNS row by the provable lower bound, never a point estimate.

No member disclosed BNS in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated BNS rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BNS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BNS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-11-07Pete Sessions R–TX-17SaleTraded 11-02 +5d$1K–$15K
2022-02-11Pete Sessions R–TX-17PurchaseTraded 02-04 +7d$1K–$15K
2022-02-11Pete Sessions R–TX-17SaleTraded 01-18 +24d$1K–$15K
2021-07-09Pete Sessions R–TX-17PurchaseTraded 06-30 +9d$1K–$15K
2019-01-03K. Michael Conaway R–TX-11Sale · SP (spouse-owned)Traded 2018-12-24 +10d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 13 ↗

Members active in BNS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed BNS in the trailing 12 months.

Congress ↔ notable managers · BNS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Fairfax Financial $24.8M held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · BANK NOVA SCOTIA

Merged timeline of congressional filings and notable-manager moves on BNS
DateWhoChangeSize
2026-05-15Fairfax Financial 13Fnew+359,100 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of BNS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1ROYAL BANK OF CANADA$5.0B1
2BANK OF MONTREAL /CAN/$3.9B1
3VANGUARD CAPITAL MANAGEMENT LLC$2.5B1
4CIBC WORLD MARKET INC.$1.8B1
5TD ASSET MANAGEMENT INC$1.3B1
61832 Asset Management L.P.$1.3B1
7NATIONAL BANK OF CANADA /FI/$1.1B1
8SCOTIA CAPITAL INC.$929M1
9VANGUARD FIDUCIARY TRUST CO$761M1
10TD Waterhouse Canada Inc.$676M1
11Connor, Clark & Lunn Investment Management Ltd.$647M1
12CANADA PENSION PLAN INVESTMENT BOARD$632M1
13FIL Ltd$627M1
14CIBC Asset Management Inc$611M1
15Vanguard Global Advisers, LLC$609M1
16MACKENZIE FINANCIAL CORP$599M1
17Legal & General Group Plc$580M1
18Federation des caisses Desjardins du Quebec$533M1
19DIMENSIONAL FUND ADVISORS LP$416M1
20HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$384M1
21MANUFACTURERS LIFE INSURANCE COMPANY, THE$370M1
22BANK OF AMERICA CORP /DE/$348M1
23BARCLAYS PLC$347M1
24Alberta Investment Management Corp$316M1
25MORGAN STANLEY$286M1
26WELLINGTON MANAGEMENT GROUP LLP$284M1
27CHARLES SCHWAB INVESTMENT MANAGEMENT INC$274M1
28LETKO, BROSSEAU & ASSOCIATES INC$243M1
29Amundi$233M1
30BARROW HANLEY MEWHINNEY & STRAUSS LLC$223M1
31AQR CAPITAL MANAGEMENT LLC$203M1
32Invesco Ltd.$186M1
33VANGUARD ASSET MANAGEMENT, Ltd$173M1
34DEUTSCHE BANK AG\$170M1
35PUBLIC SECTOR PENSION INVESTMENT BOARD$141M1
36OMERS ADMINISTRATION Corp$131M1
37FRANKLIN RESOURCES INC$131M1
38BlackRock, Inc.$104M1
39Addenda Capital Inc.$104M1
40Quadrature Capital Ltd$85.1M1
41Artemis Investment Management LLP$85.0M1
42UBS Group AG$84.8M1
43CITIGROUP INC$84.0M1
44Grantham, Mayo, Van Otterloo & Co. LLC$84.0M1
45BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$82.1M1
46AVIVA PLC$79.8M1
47Qube Research & Technologies Ltd$78.7M1
48SIG North Trading, ULC$66.9M1
49NORTHERN TRUST CORP$62.1M1
50Nuveen, LLC$60.0M1
51Korea Investment CORP$59.2M1
52INTECH INVESTMENT MANAGEMENT LLC$57.4M1
53Value Partners Investments Inc.$56.2M1
54Purpose Unlimited Inc.$54.1M1
55Pictet Asset Management Holding SA$52.7M1
56FIRST TRUST ADVISORS LP$48.0M1
57BCV Asset Management Inc.$47.7M1
58Guardian Partners Inc.$43.9M1
59AMERICAN CENTURY COMPANIES INC$43.1M1
60Zurcher Kantonalbank (Zurich Cantonalbank)$43.1M1
61Vanguard Investments Australia, Ltd.$42.8M1
62APG Asset Management N.V.$38.2M1
63BNP Paribas Asset Management Holding S.A.$36.8M1
64Cumberland Partners Ltd$36.4M1
65GUARDIAN CAPITAL LP$34.1M1
66JUPITER ASSET MANAGEMENT LTD$32.4M1
67CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$31.8M1
68MILLENNIUM MANAGEMENT LLC$30.9M1
69SEB Asset Management AB$30.1M1
70STATE OF WISCONSIN INVESTMENT BOARD$29.9M1
71CANERECTOR INC$28.9M1
72INTACT INVESTMENT MANAGEMENT INC.$27.2M1
73FAIRFAX FINANCIAL HOLDINGS LTD/ CAN$24.8M1
74CITADEL ADVISORS LLC$21.5M1
75Aviso Financial Inc.$21.4M1
76Investment Management Corp of Ontario$21.2M1
77Andra AP-fonden$20.7M1
78Man Group plc$19.2M1
79Varma Mutual Pension Insurance Co$18.7M1
80Northwest & Ethical Investments L.P.$18.2M1
81Swiss Life Asset Management Ltd$16.3M1
82Generali Asset Management SPA SGR$15.7M1
83Cardinal Point Capital Management ULC$14.9M1
84BANK OF NOVA SCOTIA TRUST CO$14.8M1
85ROYAL LONDON ASSET MANAGEMENT LTD$14.7M1
86Danica Pension, Livsforsikringsaktieselskab$14.3M1
87Eldred Rock Partners, LLC$14.2M1
88Maryland State Retirement & Pension System$14.2M1
89ALLIANCEBERNSTEIN L.P.$13.3M1
90USS Investment Management Ltd$13.3M1
91Corient Private Wealth LLC$13.2M1
92NATIXIS$12.4M1
93CIDEL ASSET MANAGEMENT INC$11.2M1
94D. E. Shaw & Co., Inc.$10.1M1
95Keystone Financial Planning, Inc.$9.6M1
96VOYA INVESTMENT MANAGEMENT LLC$9.5M1
97Utah Retirement Systems$9.4M1
98STIFEL FINANCIAL CORP$8.9M1
99Quantinno Capital Management LP$8.9M1
100Triasima Portfolio Management inc.$8.9M1
101Avanza Fonder AB$8.4M1
102Janus Henderson Group Ltd.$8.4M1
103Harvest Portfolios Group Inc.$7.8M1
104Creative Planning$7.3M1
105MASSACHUSETTS FINANCIAL SERVICES CO /MA/$7.3M1
106American Assets Investment Management, LLC$6.9M1
107FMR LLC$6.7M1
108LAZARD ASSET MANAGEMENT LLC$6.7M1
109JANE STREET GROUP, LLC$6.5M1
110Americana Partners, LLC$6.5M1
111US BANCORP \DE\$6.3M1
112O'SHAUGHNESSY ASSET MANAGEMENT, LLC$6.1M1
113PDT Partners, LLC$5.8M1
114Cetera Investment Advisers$5.7M1
115Y-Intercept (Hong Kong) Ltd$5.7M1
116Numerai GP LLC$5.5M1
117FORA Capital, LLC$5.5M1
118Osmosis Investment Management UK Ltd$5.4M1
119Lighthouse Investment Partners, LLC$5.1M1
120K.J. Harrison & Partners Inc$4.6M1
121Pathway Financial Advisers, LLC$4.5M1
122BANK OF NOVA SCOTIA$4.4M1
123Cardinal Capital Management$4.3M1
124Allianz Asset Management GmbH$4.2M1
125LPL Financial LLC$4.1M1
126DKRT Investments Corp.$3.9M1
127Laird Norton Wetherby Trust Company, LLC$3.6M1
128VOLORIDGE INVESTMENT MANAGEMENT, LLC$3.4M1
129Assenagon Asset Management S.A.$3.3M1
130Mariner, LLC$3.3M1
131QUADRANT CAPITAL GROUP LLC$3.2M1
132Cerity Partners LLC$3.1M1
133Fiera Capital Corp$3.1M1
134Ensign Peak Advisors, Inc$3.1M1
135FIRST NATIONAL TRUST CO$3.1M1
136CREDIT AGRICOLE S A$3.0M1
137Magnetar Financial LLC$2.7M1
138Tacita Capital Inc$2.7M1
139PICTON MAHONEY ASSET MANAGEMENT$2.7M1
140Metis Global Partners, LLC$2.6M1
141PORTLAND INVESTMENT COUNSEL INC.$2.6M1
142MAVERICK CAPITAL LTD$2.5M1
143ASR Vermogensbeheer N.V.$2.5M1
144Genus Capital Management Inc.$2.5M1
145Vanguard Personalized Indexing Management, LLC$2.5M1
146SEI INVESTMENTS CO$2.1M1
147Fideuram Asset Management (Ireland) dac$2.0M1
148RITHOLTZ WEALTH MANAGEMENT$2.0M1
149Vise Technologies, Inc.$2.0M1
150Ipswich Investment Management Co., Inc.$1.9M1
151PINNACLE ASSOCIATES LTD$1.9M1
152IEQ CAPITAL, LLC$1.8M1
153RAYMOND JAMES FINANCIAL INC$1.8M1
154KEYBANK NATIONAL ASSOCIATION/OH$1.8M1
155Cornerstone Wealth Management, LLC$1.7M1
156Candriam S.C.A.$1.7M1
157Ewing Morris & Co. Investment Partners Ltd.$1.6M1
158CenterBook Partners LP$1.5M1
159WELLS FARGO & COMPANY/MN$1.3M1
160TODD ASSET MANAGEMENT LLC$1.3M1
161CHESAPEAKE CAPITAL CORP /IL/$1.3M1
162Tidal Investments LLC$1.3M1
163VIEWPOINT INVESTMENT PARTNERS CORP$1.3M1
164Orion Porfolio Solutions, LLC$1.3M1
165Walleye Trading LLC$1.3M1
166FOUNDATIONS INVESTMENT ADVISORS, LLC$1.3M1
167Compound Planning, Inc.$1.3M1
168FOX RUN MANAGEMENT, L.L.C.$1.3M1
169Focus Partners Wealth$1.2M1
170OSAIC HOLDINGS, INC.$1.2M1
171Vident Advisory, LLC$1.2M1
172BAILARD, INC.$1.2M1
173COMMONWEALTH EQUITY SERVICES, LLC$1.1M1
174WORLDQUANT MILLENNIUM ADVISORS LLC$1.1M1
175Ballentine Partners, LLC$1.1M1
176Dynamic Advisor Solutions LLC$1.1M1
177OSSIAM$1.1M1
178ACADIAN ASSET MANAGEMENT LLC$1.0M1
179J. Safra Sarasin Holding AG$995K1
180Voleon Capital Management LP$973K1
181Sequoia Financial Advisors, LLC$970K1
182Pathstone Holdings, LLC$961K1
183Radnor Capital Management, LLC$920K1
184Cherokee Insurance Co$884K1
185TRUIST FINANCIAL CORP$812K1
186Graham Capital Management, L.P.$793K1
187MERCER GLOBAL ADVISORS INC /ADV$792K1
188Retirement Planning Group, LLC$762K1
189Ravenstone Capital Management Inc.$740K1
190MQS Management LLC$734K1
191PRINCIPAL SECURITIES, INC.$720K1
192MITCHELL MCLEOD PUGH & WILLIAMS INC$714K1
193Brevan Howard Capital Management LP$711K1
194Savant Capital, LLC$651K1
195111 Capital$636K1
196First Affirmative Financial Network$626K1
197GUGGENHEIM CAPITAL LLC$624K1
198Texas Yale Capital Corp.$622K1
199Savvy Advisors, Inc.$621K1
2001900 WEALTH MANAGEMENT LLC$617K1
201WESTWOOD HOLDINGS GROUP INC$603K1
202Ruggaard & Associates LLC$602K1
203Schonfeld Strategic Advisors LLC$600K1
204Vontobel Holding Ltd.$597K1
205Sumitomo Mitsui DS Asset Management Company, Ltd$595K1
206HighTower Advisors, LLC$560K1
207SILVERLAKE WEALTH MANAGEMENT LLC$544K1
208Rockefeller Capital Management L.P.$543K1
209EVERGREEN CAPITAL MANAGEMENT LLC$525K1
210Frank, Rimerman Advisors LLC$524K1
211HSBC HOLDINGS PLC$512K1
212Cohen Investment Advisors LLC$477K1
213Snowden Capital Advisors LLC$477K1
214PCJ Investment Counsel Ltd.$467K1
215M&T BANK CORP$467K1
216OPPENHEIMER & CO INC$451K1
217Magnus Financial Group LLC$444K1
218PDS Planning, Inc$444K1
219Westover Capital Advisors, LLC$444K1
220World Investment Advisors$422K1
221ASAHI LIFE ASSET MANAGEMENT CO., LTD.$412K1
222Focus Partners Advisor Solutions, LLC$410K1
223HB Wealth Management, LLC$405K1
224Walleye Capital LLC$386K1
225Applied Capital LLC/FL$381K1
226Merit Financial Group, LLC$377K1
227Caprock Group, LLC$369K1
228Lansforsakringar Fondforvaltning AB (publ)$359K1
229BLAIR WILLIAM & CO/IL$341K1
230Checchi Capital Advisers, LLC$340K1
231FIDUCIARY FINANCIAL GROUP, LLC$333K1
232BROWN ADVISORY INC$329K1
233SAGESPRING WEALTH PARTNERS, LLC$325K1
234ENVESTNET ASSET MANAGEMENT INC$321K1
235Prospera Financial Services Inc$321K1
236VIRTUS ADVISERS, LLC$316K1
237Texas Capital Bank Wealth Management Services Inc$314K1
238Private Advisor Group, LLC$312K1
239Burkett Asset Management Ltd$312K1
240AIGEN INVESTMENT MANAGEMENT, LP$305K1
241NWAM LLC$304K1
242Dickmeyer Boyce Financial Management, Inc.$303K1
243Atria Investments, Inc$299K1
244Kestra Advisory Services, LLC$288K1
245Transamerica Financial Advisors, LLC$286K1
246Venture Visionary Partners LLC$279K1
247ROCKLAND TRUST CO$276K1
248Bridgewater Advisors Inc.$275K1
249Five Oceans Advisors$273K1
250Triumph Capital Management$273K1
251Pure Financial Advisors, LLC$265K1
252DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$262K1
253Ascent Group, LLC$259K1
254Alan B Lancz & Associates, Inc.$256K1
255Income Insurance Ltd$255K1
256Evelyn Partners Investment Management LLP$250K1
257Kathmere Capital Management, LLC$248K1
258Manske Wealth Management$247K1
259Greenspring Advisors, LLC$243K1
260Mutual Advisors, LLC$241K1
261ARQ WEALTH ADVISORS, LLC$241K1
262Koshinski Asset Management, Inc.$240K1
263Aprio Wealth Management, LLC$238K1
264Global Wealth Management Investment Advisory, Inc.$237K1
265KAVAR CAPITAL PARTNERS GROUP, LLC$237K1
266JAMISON PRIVATE WEALTH MANAGEMENT, INC.$232K1
267Peregrine Asset Advisers, Inc.$231K1
268BENJAMIN EDWARDS INC$230K1
269State of Wyoming$220K1
270Addison Advisors LLC$216K1
271PCM Encore, LLC$207K1
272Cromwell Holdings LLC$205K1
273Dynamic Technology Lab Private Ltd$204K1
274D.A. DAVIDSON & CO.$202K1
275UNITED CAPITAL FINANCIAL ADVISORS, LLC$202K1
276Manchester Capital Management LLC$177K1
277Bank Julius Baer & Co. Ltd, Zurich$166K1
278NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$148K1
279CWM, LLC$140K1
280UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$135K1
281Advisors Asset Management, Inc.$124K1
282LOM Asset Management Ltd$123K1
283Smartleaf Asset Management LLC$106K1
284Allworth Financial LP$101K1
285MAI Capital Management$93.0K1
286Larson Financial Group LLC$90.9K1
287TOMPKINS FINANCIAL CORP$90.1K1
288Steward Partners Investment Advisory, LLC$76.8K1
289TOTH FINANCIAL ADVISORY CORP$72.1K1
290Clearstead Advisors, LLC$69.3K1
291TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$63.5K1
292Wilmington Savings Fund Society, FSB$62.4K1
293Blue Trust, Inc.$55.0K1
294FIFTH THIRD BANCORP$50.5K1
295CANADA LIFE ASSURANCE Co$48.8K1
296JONES FINANCIAL COMPANIES LLLP$48.5K1
297Jackson, Grant Investment Advisers, Inc.$48.5K1
298IFG Advisory, LLC$38.1K1
299BEACON INVESTMENT ADVISORY SERVICES, INC.$34.7K1
300Murphy & Mullick Capital Management Corp$32.5K1
301DELTA ASSET MANAGEMENT LLC/TN$31.2K1
302MASECO LLP$30.2K1
303ARMSTRONG ADVISORY GROUP, INC$27.7K1
304EASTERN BANK$27.2K1
305Groupe la Francaise$22.9K1
306True Wealth Design, LLC$22.7K1
307DekaBank Deutsche Girozentrale$18.7K1
308Pinnacle Wealth Planning Services, Inc.$17.1K1
309SHP Wealth Management$15.3K1
310UMB Bank, n.a.$13.9K1
311Asset Dedication, LLC$13.9K1
312NFSG Corp$13.9K1
313Coastline Trust Co$13.5K1
314Bell Investment Advisors, Inc$12.3K1
315SJS Investment Consulting Inc.$11.8K1
316EVOLUTION WEALTH MANAGEMENT INC.$11.1K1
317JFS WEALTH ADVISORS, LLC$9.8K1
318Crewe Advisors LLC$8.7K1
319ENTRUST FINANCIAL LLC$8.0K1
320New England Capital Financial Advisors LLC$6.9K1
321Financial Perspectives, Inc$6.9K1
322Ankerstar Wealth, LLC$6.9K1
323Medallion Wealth Advisors, LLC$6.9K1
324Abound Wealth Management$6.8K1
325CVA Family Office, LLC$6.7K1
326ASSETMARK, INC$6.6K1
327THRIVENT FINANCIAL FOR LUTHERANS$5.8K1
328HRT FINANCIAL LP$5.7K1
329Advocate Investing Services LLC$5.2K1
330MV CAPITAL MANAGEMENT, INC.$4.2K1
331JPL Wealth Management, LLC$3.9K1
332Hickory Point Bank & Trust$3.6K1
333Vermillion Wealth Management, Inc.$3.5K1
334Physician Wealth Advisors, Inc.$3.5K1
335Parkside Financial Bank & Trust$3.3K1
336Kilter Group LLC$2.4K1
337Godfrey Financial Associates, Inc.$2.1K1
338Vanguard National Trust Co$1.7K1
339CENTRAL TRUST Co$1.7K1
340Intentional Wealth Strategies, LLC$1.7K1
341Stone House Investment Management, LLC$1.5K1
342Caitong International Asset Management Co., Ltd$1.4K1
343ADVISORS MANAGEMENT GROUP INC /ADV$1.4K1
344MCGUIRE CAPITAL ADVISORS INC$1.1K1
345FINANCIAL CONSULATE, INC$8321
346Virtu Financial LLC$4281
347Frazier Financial Advisors, LLC$4161
348PARK AVENUE SECURITIES LLC$2191
349Leonteq Securities AG$2081
350Bollard Group LLC$641
351Capital Analysts, LLC$321
352HAZLETT, BURT & WATSON, INC.$71
353Penserra Capital Management LLC$51
354NOMURA ASSET MANAGEMENT CO LTD$01
Truncated by Public Filings. The published aggregate ranks the top 354 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on BNS

RETAINED WINDOW · ACTIVE HITS

Zero hits on BNS in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for BNS · financials and macro

Financials — as filed PLANNED

BNS's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: BNS on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing