{
 "as_of": "2026-11-06",
 "cmr": "ca-cm-kg/TSX/CAKE",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# Avantis CIBC Balanced Asset Allocation ETF (TSX: CAKE) — research page\n\nAs of 2026-11-06 · ca-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is Avantis CIBC Balanced Asset Allocation ETF, listed on the TSX under ticker CAKE. Its LEI is 2549004GM22AITXXL368; its ISIN is not on the record. Security type is Corporate (unclassified); segment is not on the record; sector is not on the record. Jurisdiction is Ontario (CA-ON). Status is listed, not halted.\n\n## The disclosure read\n\nThe record holds 11 filings in the twelve months to 2026-11-06, all newswire releases, across 4 filing days. The median gap between filing days is 21 days. The latest filing is dated 2026-08-27, 71 days before the record date, and is a newswire release. The TSX exchange peer medians are 2,270 issuers, 16 days cadence gap, 0.0 filings and 3.0 days latency. Sector peer figures are not on the record for this market.\n\n## Auditor\n\nThe auditor is not on the record; none was found, and no location is recorded. The record holds no auditor changes.\n\n## Events and halts\n\nThe record holds no listing, delisting, name change, domicile change or segment move lines. The issuer is listed and not halted.\n\n## Orderability\n\nUnder the rule version acm-68000/ca/kyp-know-your-product-ni-31-103/r1 (chapter as of 2026-11-04), the outcome is determinable for both client categories: paragraph (o) of the definition and paragraph (q) of the definition, each with signal ACM-200.\n\n## Coverage\n\nNo research houses were named on the issuer's investor-relations page; none was found on the pages read.\n\n## Open research\n\nNo openly published research notes were found on the record.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe market's vintage is not sealed, and the market's earliest sealed date is not on the record. The live record began 2026-09-10. Years 2021 through 2026 are sealed in the store but not served as of a date; the as-of door answers not_sealed.\n\n## Sources\n\n6 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.tsx.com/json/company-directory/search/tsx/^* (identity.exchange)\n- https://api.gleif.org/api/v1/lei-records/2549004GM22AITXXL368 (identity.jurisdiction)\n- https://mcp.ca-cm-kg.ai/events/TSX/CAKE (the disclosure lines)\n- https://iiroc.mediaroom.com/index.php?s=2429&l=100 (the halt flag)\n- https://mcp.ca-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://mcp.ca-cm-kg.ai/record/TSX/CAKE (the record)\n",
 "market": "CA",
 "node": "ca-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [],
   "live_record_began": "2026-09-10",
   "node_history_from": null,
   "node_years_sealed": [],
   "note": "6 years are sealed in the CA store; their Replay split is not built, so the as-of door answers not_sealed and the record is the live record as of 2026-11-06",
   "record_version": 1,
   "sealed": false,
   "store_years_sealed_not_served": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ]
  },
  "auditor": {
   "auditor": {
    "market": "CA",
    "reason": "none found",
    "state": "not_on_record"
   },
   "auditor_firm_id": {
    "market": "CA",
    "state": "not_on_record"
   },
   "auditor_location": {
    "market": "CA",
    "state": "not_on_record"
   },
   "changes": []
  },
  "cmr": "ca-cm-kg/TSX/CAKE",
  "coverage": {
   "count": 0,
   "houses": [],
   "pages_checked": [],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-12",
   "since": null,
   "state": "none_found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 2270,
     "median_cadence_gap_days": 16,
     "median_filings": 0,
     "median_latency_days": 3,
     "name": "TSX"
    },
    "sector": {
     "market": "CA",
     "state": "not_on_record"
    }
   },
   "by_type": {
    "newswire_release": 11
   },
   "cadence_median_gap_days": 21,
   "filing_days": 4,
   "filings": 11,
   "latency_days": 71,
   "latest": [
    {
     "category": null,
     "date": "2026-08-27",
     "source": "https://www.newswire.ca/news-releases/cibc-global-asset-management-expands-its-avantis-cibc-suite-of-etf-offerings-836288875.html",
     "title": "CIBC Global Asset Management expands its Avantis CIBC suite of ...",
     "type": "newswire_release"
    },
    {
     "category": null,
     "date": "2026-03-31",
     "source": "https://newswire.ca/news-releases/cibc-asset-management-inc-announces-launch-of-an-actively-managed-emerging-markets-etf-with-avantis-investors-by-american-century-investments-810848611.html",
     "title": "CIBC Asset Management Inc. announces launch of an actively managed Emerging Markets ETF with Avantis Investors by American Century Investments",
     "type": "newswire_release"
    },
    {
     "category": null,
     "date": "2026-03-13",
     "source": "https://www.newswire.ca/en/releases/archive/March2026/13/c9765.html",
     "title": "CIBC Asset Management Inc. announces launch of International and Asset Allocation Equity ETFs with Avantis Investors by American Century Investments",
     "type": "newswire_release"
    },
    {
     "category": null,
     "date": "2026-03-13",
     "source": "https://newswire.ca/news-releases/cibc-asset-management-inc-announces-launch-of-international-and-asset-allocation-equity-etfs-with-avantis-investors-by-american-century-investments-819359974.html",
     "title": "CIBC Asset Management Inc. announces launch of International and Asset Allocation Equity ETFs with Avantis Investors by American Century Investments",
     "type": "newswire_release"
    },
    {
     "category": null,
     "date": "2026-03-13",
     "source": "https://edge.prnewswire.com/c/link?t=0&l=fr&o=4649703-1&h=551297679&u=https%3A%2F%2Fcibc.mediaroom.com%2F2026-03-13-CIBC-Asset-Management-Inc-announces-launch-of-International-and-Asset-Allocation-Equity-ETFs-with-Avantis-Investors-by-American-Century-Investments&a=internationales.",
     "title": "CIBC Asset Management Inc. announces launch of International and Asset Allocation Equity ETFs with Avantis Investors by American Century Investments - Mar 13, 2026",
     "type": "newswire_release"
    }
   ],
   "latest_filing_date": "2026-08-27",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.ca-cm-kg.ai/events/TSX/CAKE",
   "window": {
    "from": "2025-11-06",
    "to": "2026-11-06"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "tsx.com company directory (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/json/company-directory/search/tsx/^*",
    "state": "sourced",
    "value": "TSX"
   },
   "isin": {
    "market": "CA",
    "reason": "no ISIN found on issuer pages",
    "state": "not_on_record"
   },
   "jurisdiction": {
    "read_by": "GLEIF LEI record (LEI per the LEI column)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://api.gleif.org/api/v1/lei-records/2549004GM22AITXXL368",
    "state": "sourced",
    "value": "Ontario (CA-ON)"
   },
   "lei": {
    "read_by": "GLEIF name-exact",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://api.gleif.org/api/v1/lei-records/2549004GM22AITXXL368",
    "state": "sourced",
    "value": "2549004GM22AITXXL368"
   },
   "name": {
    "read_by": "tsx.com company directory (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/json/company-directory/search/tsx/^*",
    "state": "sourced",
    "value": "Avantis CIBC Balanced Asset Allocation ETF"
   },
   "sector": {
    "market": "CA",
    "reason": "not in TMX July workbook (listed after 31-Jul-2026 or not covered)",
    "state": "not_on_record"
   },
   "security_type": {
    "read_by": null,
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": null,
    "state": "sourced",
    "value": "Corporate (unclassified)"
   },
   "segment": {
    "market": "CA",
    "state": "not_on_record"
   },
   "ticker": {
    "read_by": "tsx.com company directory (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/json/company-directory/search/tsx/^*",
    "state": "sourced",
    "value": "CAKE"
   },
   "website": {
    "market": "CA",
    "state": "not_on_record"
   }
  },
  "licensed": {
   "columns": [
    "licensor",
    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": [],
   "domicile_change": [],
   "listing": [],
   "name_change": [],
   "segment_move": []
  },
  "market": "CA",
  "node": "ca-cm-kg",
  "numbers_hash": "sha256:a8b782239b5b59aceedf2b5439a39fd98d04c4684b7f94746a8c72f1139a00ca",
  "open_research": {
   "read_date": "2026-11-12",
   "rows": [],
   "state": "none_found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [
    "Paragraph (o) of the definition",
    "Paragraph (q) of the definition"
   ],
   "outcomes": {
    "Paragraph (o) of the definition": {
     "determinable": true,
     "signal": "ACM-200"
    },
    "Paragraph (q) of the definition": {
     "determinable": true,
     "signal": "ACM-200"
    }
   },
   "read": {
    "basis": "one live read per instrument class, halt state and client category on this market; this issuer's group",
    "chapter": "https://mcp.ca-cm-kg.ai/book/aio.json",
    "door": "https://mcp.ca-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "rule_version": "acm-68000/ca/kyp-know-your-product-ni-31-103/r1",
   "section": "ca.aio.v11"
  },
  "record": {
   "as_of": "2026-11-06",
   "url": "https://mcp.ca-cm-kg.ai/record/TSX/CAKE",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-08",
   "source": "https://iiroc.mediaroom.com/index.php?s=2429&l=100",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:a8b782239b5b59aceedf2b5439a39fd98d04c4684b7f94746a8c72f1139a00ca",
 "path": "/ca/TSX/CAKE",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is Avantis CIBC Balanced Asset Allocation ETF, listed on the TSX under ticker CAKE. Its LEI is 2549004GM22AITXXL368; its ISIN is not on the record. Security type is Corporate (unclassified); segment is not on the record; sector is not on the record. Jurisdiction is Ontario (CA-ON). Status is listed, not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 11 filings in the twelve months to 2026-11-06, all newswire releases, across 4 filing days. The median gap between filing days is 21 days. The latest filing is dated 2026-08-27, 71 days before the record date, and is a newswire release. The TSX exchange peer medians are 2,270 issuers, 16 days cadence gap, 0.0 filings and 3.0 days latency. Sector peer figures are not on the record for this market.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor is not on the record; none was found, and no location is recorded. The record holds no auditor changes.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "The record holds no listing, delisting, name change, domicile change or segment move lines. The issuer is listed and not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "Under the rule version acm-68000/ca/kyp-know-your-product-ni-31-103/r1 (chapter as of 2026-11-04), the outcome is determinable for both client categories: paragraph (o) of the definition and paragraph (q) of the definition, each with signal ACM-200.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "No research houses were named on the issuer's investor-relations page; none was found on the pages read.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found on the record.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The market's vintage is not sealed, and the market's earliest sealed date is not on the record. The live record began 2026-09-10. Years 2021 through 2026 are sealed in the store but not served as of a date; the as-of door answers not_sealed.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "6 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.tsx.com/json/company-directory/search/tsx/^*"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://api.gleif.org/api/v1/lei-records/2549004GM22AITXXL368"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.ca-cm-kg.ai/events/TSX/CAKE"
  },
  {
   "for": "the halt flag",
   "source": "https://iiroc.mediaroom.com/index.php?s=2429&l=100"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.ca-cm-kg.ai/book/aio.json"
  },
  {
   "for": "the record",
   "source": "https://mcp.ca-cm-kg.ai/record/TSX/CAKE"
  }
 ],
 "title": "Avantis CIBC Balanced Asset Allocation ETF (CAKE) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}