Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.85%
2 SAGP 2.22%
3 NBGR 1.46%
4 CZA 1.39%
5 FPXI 1.25%
6 FLCA 1.18%
7 IQDY 1.05%
8 SMCP 1.00%
9 IQDF 0.75%
10 EWC 0.71%
11 VIGI 0.45%
12 IDHQ 0.38%
13 LCTD 0.35%
14 HDAW 0.33%
15 TPIF 0.32%
16 IDMO 0.29%
17 DEEF 0.27%
18 THD 0.26%
19 IQLT 0.24%
20 FNDF 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Partners Value Investments LP 120.97M (31.49%) 0.00
Increased by 0.00%
Jun 30, 24
2 Royal Bank of Canada 90.60M (23.58%) -6.50M
Decreased by -7.17%
Jun 30, 24
3 Principal Financial Group Inc 59.09M (15.38%) -1.77M
Decreased by -2.99%
Sep 30, 24
4 Vanguard Group Inc 58.93M (15.34%) 1.03M
Increased by +1.75%
Sep 30, 24
5 Capital World Investors 57.24M (14.90%) 1.27M
Increased by +2.22%
Sep 30, 24
6 BMO Capital Markets Corp. 52.55M (13.68%) -2.24M
Decreased by -4.27%
Jun 30, 24
7 Bank of Montreal 52.55M (13.68%) -2.24M
Decreased by -4.27%
Jun 30, 24
8 Brookfield Corp 32.93M (8.57%) 0.00
Increased by 0.00%
Jun 30, 24
9 Pershing Square Capital Management, L.p. 32.74M (8.52%) 25.88M
Increased by +79.06%
Sep 30, 24
10 TD Asset Management Inc 24.37M (6.34%) -514.34K
Decreased by -2.11%
Sep 30, 24
11 1832 Asset Management L.P 23.12M (6.02%) 1.33M
Increased by +5.77%
Sep 30, 24
12 Jarislowsky Fraser Ltd 19.16M (4.99%) -1.98M
Decreased by -10.35%
Sep 30, 24
13 Akre Capital Management, LLC 18.94M (4.93%) 472.55K
Increased by +2.50%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 17.64M (4.59%) 2.56M
Increased by +14.49%
Jun 30, 24
15 First Manhattan Co. LLC 17.57M (4.57%) -264.56K
Decreased by -1.51%
Jun 30, 24
16 Mackenzie Investments 17.40M (4.53%) -232.47K
Decreased by -1.34%
Sep 30, 24
17 Bank of Nova Scotia 16.35M (4.26%) -3.18M
Decreased by -19.47%
Jun 30, 24
18 NORGES BANK 16.09M (4.19%) 782.68K
Increased by +4.86%
Jun 30, 24
19 Manufacturers Life Insurance Co 14.20M (3.70%) -2.25M
Decreased by -15.87%
Mar 31, 24
20 CIBC Global Asset Management Inc 13.35M (3.48%) -789.61K
Decreased by -5.91%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal MidCap R5 27.49M (7.16%) 141.27K
Increased by +0.51%
Sep 30, 24
2 Principal Aligned MidCap Equity 27.41M (7.14%) -586.59K
Decreased by -2.14%
Sep 30, 24
3 Vanguard Total Intl Stock Index Inv 20.71M (5.39%) -88.18K
Decreased by -0.43%
Sep 30, 24
4 Akre Focus Instl 17.31M (4.51%) 0.00
Increased by 0.00%
Jul 31, 24
5 RBC Canadian Dividend Fund A 13.06M (3.40%) 0.00
Increased by 0.00%
Oct 31, 24
6 Vanguard Developed Markets Index Admiral 12.80M (3.33%) 81.15K
Increased by +0.63%
Oct 31, 24
7 Principal Aligned Blue Chip Equity 11.92M (3.10%) -705.31K
Decreased by -5.92%
Sep 30, 24
8 Principal Blue Chip Institutional 11.92M (3.10%) -362.18K
Decreased by -3.04%
Sep 30, 24
9 American Funds Fundamental Invs A 11.30M (2.94%) 997.94K
Increased by +8.83%
Sep 30, 24
10 Capital Group Fundamental Invtrs Comp 11.30M (2.94%) 997.94K
Increased by +8.83%
Sep 30, 24
11 American Funds American Balanced A 10.79M (2.81%) 0.00
Increased by 0.00%
Sep 30, 24
12 American Funds Europacific Growth A 10.59M (2.76%) 0.00
Increased by 0.00%
Sep 30, 24
13 Capital Group EuroPacific Growth Comp 10.59M (2.76%) 0.00
Increased by 0.00%
Sep 30, 24
14 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 10.35M (2.69%) -2.41K
Decreased by -0.02%
Sep 30, 24
15 American Funds Growth Fund of Amer A 10.06M (2.62%) -625.49K
Decreased by -6.22%
Sep 30, 24
16 Capital Group Growth Fnd of Amer Comp 10.06M (2.62%) -625.49K
Decreased by -6.22%
Sep 30, 24
17 Scotia Canadian Dividend A 7.84M (2.04%) 0.00
Increased by 0.00%
Jun 30, 24
18 EdgePoint Global 7.54M (1.96%) -445.11K
Decreased by -5.90%
Sep 30, 23
19 iShares S&P/TSX 60 ETF 7.44M (1.94%) -7.58K
Decreased by -0.10%
Oct 31, 24
20 TD Dividend Growth - I 6.72M (1.75%) 0.00
Increased by 0.00%
Jun 30, 24