Arkolith/Funds/Scotia Capital Inc.

Scotia Capital Inc.

CIK 1335644Bank / broker
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Scotia Capital Inc. holds a diversified book of 915 stocks worth $26.8B as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Royal Bank Of Canada. Their largest long position is Royal Bank Of Canada at 7% of the equity book.

Opened
146
bought for the first time
Added to
351
already held, bought more
Trimmed
420
sold some, still holds it
Sold out
83
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
35%
Top 20 holdings
53%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

92% mapped to company sectors

Financials
30%
Information Technology
22%
Industrials
10%
ETF / fund or unclassified
8%
Utilities
7%
Consumer Discretionary
7%
Energy
4%
Health Care
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Scotia Capital Inc.

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$2.3T
FMR LLC80 / 80$848.5B
MORGAN STANLEY80 / 80$591.2B
JPMORGAN CHASE & CO80 / 80$570.5B
BANK OF AMERICA CORP /DE/80 / 80$382.9B
GOLDMAN SACHS GROUP INC80 / 80$281.5B
ROYAL BANK OF CANADA80 / 80$271.0B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME80 / 80$225.2B

Ranked by the share of each fund's own book sitting in the names it shares with Scotia Capital Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

915 positions
#SecurityValueShares% PortLast moveHistory
1Royal BK Cda
COM
$1.8B8.51M
6.6%
−4.3%
Reduced · −387K sh
2Toronto Dominion BK Ont
COM NEW
$1.2B10.26M
4.6%
−3.1%
Reduced · −327K sh
3Bank Nova Scotia B C
COM
$1.1B12.94M
4.2%
−3.6%
Reduced · −487K sh
4Apple Inc
COM
$932.3M3.22M
3.5%
−1.8%
Reduced · −58K sh
5Microsoft Corp
COM
$847.5M2.27M
3.2%
+3.2%
Added · +70K sh
6Enbridge Inc
COM
$778.1M14.36M
2.9%
−1.6%
Reduced · −240K sh
7Amazon Com Inc
COM
$717.6M3.01M
2.7%
−2.2%
Reduced · −69K sh
8Nvidia Corporation
COM
$659.8M3.30M
2.5%
+0.7%
Added · +22K sh
9Alphabet Inc
CAP STK CL A
$641.0M1.79M
2.4%
−4.3%
Reduced · −80K sh
10TC Energy Corp
COM
$591.5M8.94M
2.2%
−3.3%
Reduced · −303K sh
11Bank Montreal Medium
COM
$587.8M3.33M
2.2%
−3.7%
Reduced · −127K sh
12Fortis Inc
COM
$528.6M9.24M
2.0%
−1.7%
Reduced · −158K sh
13JPMorgan Chase & Co
COM
$521.9M1.59M
2.0%
−1.6%
Reduced · −27K sh
14Canadian Imperial Bank Of Co
COM
$518.5M4.52M
1.9%
+3.1%
Added · +137K sh
15Visa Inc
COM CL A
$517.6M1.51M
1.9%
−2.8%
Reduced · −44K sh
16Alphabet Inc
CAP STK CL C
$466.1M1.32M
1.7%
−3.7%
Reduced · −51K sh
17Brookfield Corp
CL A LTD VT SH
$454.1M10.66M
1.7%
−3.7%
Reduced · −415K sh
18Canadian Natl Ry Co
COM
$452.8M3.80M
1.7%
−3.1%
Reduced · −122K sh
19Manulife Finl Corp
COM
$426.8M10.55M
1.6%
−3.0%
Reduced · −323K sh
20Canadian Nat Res Ltd Med Ter
COM
$388.2M9.81M
1.5%
+3.5%
Added · +331K sh
21Berkshire Hathaway Inc Del
CL B NEW
$338.4M676.3K
1.3%
−2.5%
Reduced · −17K sh
22Costco Wholesale Corporation
COM
$331.3M354.2K
1.2%
−8.9%
Reduced · −35K sh
23Canadian Pacific Kansas City
COM
$313.0M3.62M
1.2%
−1.8%
Reduced · −67K sh
24Johnson & Johnson
COM
$304.1M1.20M
1.1%
−2.8%
Reduced · −35K sh
25Pembina Pipeline Corp
COM
$292.8M6.34M
1.1%
−6.1%
Reduced · −410K sh
26Meta Platforms Inc
CL A
$289.2M513.4K
1.1%
+2.8%
Added · +14K sh
27Brookfield Infrastructure Pa
LP INT UNIT
$247.2M6.81M
0.9%
−7.8%
Reduced · −576K sh
28Sun Life Financial Inc.
COM
$245.9M3.14M
0.9%
−3.6%
Reduced · −118K sh
29Emera Inc
COM
$243.5M4.60M
0.9%
−1.5%
Reduced · −70K sh
30Suncor Energy Inc New
COM
$226.2M4.21M
0.8%
−3.9%
Reduced · −172K sh
31Home Depot Inc
COM
$216.6M614.2K
0.8%
+5.0%
Added · +30K sh
32Broadcom Inc
COM
$198.3M525.0K
0.7%
+0.9%
Added · +4K sh
33Palo Alto Networks Inc
COM
$197.7M579.8K
0.7%
−14%
Reduced · −98K sh
34Walmart Inc
COM
$189.7M1.68M
0.7%
−3.5%
Reduced · −61K sh
35State STR SPDR S&P 500 ETF T
TR UNIT
$187.6M251.2K
0.7%
+1.0%
Added · +2K sh
36Taiwan Semiconductor Manufac
SPONSORED ADS
$172.4M360.9K
0.6%
−1.9%
Reduced · −7K sh
37Shopify Inc
CL A SUB VTG SHS
$167.8M1.47M
0.6%
+13%
Added · +165K sh
38Waste Mgmt Inc Del
COM
$161.7M725.4K
0.6%
−0.2%
Reduced · −1K sh
39Agnico Eagle Mines Ltd
COM
$145.7M940.5K
0.5%
+7.8%
Added · +68K sh
40Telus Corporation
COM
$139.8M13.22M
0.5%
−22%
Reduced · −3.7M sh
41Cameco Corp
COM
$135.7M1.33M
0.5%
+50%
Added · +446K sh
42Lam Research Corp
COM NEW
$132.9M306.6K
0.5%
+2.0%
Added · +6K sh
43Rogers Communications Inc
CL B
$126.6M3.90M
0.5%
+2.3%
Added · +87K sh
44ASML Hldg NV
N Y REGISTRY SHS
$123.8M62.3K
0.5%
−2.9%
Reduced · −2K sh
45BlackRock Inc
COM
$114.0M118.6K
0.4%
+5.1%
Added · +6K sh
46Eli Lilly & Co
COM
$111.3M92.8K
0.4%
+6.8%
Added · +6K sh
47Emerson Elec Co
COM
$104.4M729.1K
0.4%
−0.1%
Reduced · −990 sh
48Brookfield Renewable Energy
PARTNERSHIP UNIT
$103.8M3.00M
0.4%
+4.3%
Added · +125K sh
49Arista Networks Inc
COM SHS
$103.7M610.1K
0.4%
+281%
Added · +450K sh
50Micron Technology Inc
COM
$100.7M87.3K
0.4%
+2.3%
Added · +2K sh
Showing 50 of 915 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 2026915$26.8B13F-HR
Q1 2026Mar 31, 2026May 13, 2026916$24.3B13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026893$24.8B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025905$23.5B13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025860$21.2B13F-HR
Q1 2025Mar 31, 2025May 9, 2025844$18.6B13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025855$19.0B13F-HR
Q3 2024Sep 30, 2024Nov 13, 2024834$18.7B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024825$17.1B13F-HR
Q1 2024Mar 31, 2024May 14, 2024827$16.8B13F-HR
Q4 2023Dec 31, 2023Feb 12, 2024794$15.5B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023776$13.8B13F-HR
Q2 2023Jun 30, 2023Aug 3, 2023786$14.6B13F-HR
Q1 2023Mar 31, 2023May 11, 2023783$13.7B13F-HR
Q4 2022Dec 31, 2022Feb 9, 2023788$13.0B13F-HR
Q3 2022Sep 30, 2022Nov 10, 2022798$12.4B13F-HR
Q2 2022Jun 30, 2022Aug 5, 2022815$13.4B13F-HR
Q1 2022Mar 31, 2022May 9, 2022887$15.8B13F-HR
Q4 2021Dec 31, 2021Feb 11, 2022874$15.2B13F-HR
Q3 2021Sep 30, 2021Nov 12, 2021852$13.7B13F-HR
Q2 2021Jun 30, 2021Aug 12, 2021825$13.7B13F-HR
Q1 2021Mar 31, 2021May 6, 2021796$12.3B13F-HR
Q4 2020Dec 31, 2020Feb 11, 2021751$10.9B13F-HR
Q3 2020Sep 30, 2020Nov 12, 2020702$9.2B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.