Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXU 3.81%
2 UPGR 2.74%
3 NXTE 2.54%
4 PBW 1.85%
5 LOPP 1.06%
6 PBD 0.89%
7 SMOG 0.85%
8 NZRO 0.69%
9 XT 0.54%
10 OCEN 0.44%
11 IDU 0.33%
12 JPME 0.26%
13 GVLU 0.23%
14 EWC 0.21%
15 LCTD 0.20%
16 EQAL 0.19%
17 BKMC 0.15%
18 ISZE 0.13%
19 GINN 0.13%
20 DFAT 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Brookfield Corp 44.81M (33.27%) 0.00
Increased by 0.00%
Jun 30, 24
2 Vanguard Group Inc 5.45M (4.04%) 200.93K
Increased by +3.69%
Jun 30, 24
3 Principal Financial Group Inc 4.76M (3.53%) 80.35K
Increased by +1.69%
Jun 30, 24
4 FMR Inc 4.49M (3.34%) -895.27K
Decreased by -19.92%
Mar 31, 24
5 Fidelity International Ltd 3.82M (2.83%) 213.83K
Increased by +5.60%
Mar 31, 24
6 Legal & General Group PLC 3.76M (2.79%) -26.30K
Decreased by -0.70%
Jun 30, 24
7 BlackRock Inc 3.68M (2.73%) -29.10K
Decreased by -0.79%
Jun 30, 24
8 Arrowstreet Capital Limited Partnership 3.10M (2.30%) 1.50M
Increased by +48.18%
Jun 30, 24
9 Atlantic Trust Group, LLC 2.82M (2.09%) -41.09K
Decreased by -1.46%
Mar 31, 24
10 Parnassus Investments LLC 2.57M (1.91%) 0.00
Increased by 0.00%
Jun 30, 24
11 Parnassus Investments, LLC 2.29M (1.70%) 2.29M
Increased by +100.00%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 2.09M (1.55%) 191.55K
Increased by +9.16%
Jun 30, 24
13 TD Global Investment Solutions – TD Epoch 2.08M (1.55%) 699.74K
Increased by +33.58%
Dec 31, 23
14 CIBC Global Asset Management Inc 1.94M (1.44%) -515.42K
Decreased by -26.58%
Jun 30, 24
15 Morgan Stanley - Brokerage Accounts 1.84M (1.37%) 587.73K
Increased by +31.95%
Mar 31, 24
16 Renaissance Technologies Corp 1.74M (1.29%) -38.00K
Decreased by -2.18%
Mar 31, 24
17 NORGES BANK 1.68M (1.25%) 55.44K
Increased by +3.30%
Jun 30, 24
18 RARE Infrastructure 1.68M (1.24%) -53.26K
Decreased by -3.18%
Jun 30, 24
19 Scotia Capital Inc 1.64M (1.22%) 33.22K
Increased by +2.02%
Mar 31, 24
20 ClearBridge Advisors, LLC 1.56M (1.16%) 182.72K
Increased by +11.74%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Parnassus Mid-Cap 3.44M (2.55%) -481.91K
Decreased by -14.02%
Jan 31, 24
2 Fidelity Canadian Growth Company Sr B 3.26M (2.42%) 0.00
Increased by 0.00%
Jun 30, 24
3 Parnassus Value Equity Fund Composite 2.57M (1.91%) 0.00
Increased by 0.00%
Jul 31, 24
4 Parnassus Value Equity Investor 2.57M (1.91%) 0.00
Increased by 0.00%
Jul 31, 24
5 Principal Aligned MidCap Equity 2.27M (1.69%) 35.75K
Increased by +1.57%
Jun 30, 24
6 Principal MidCap R5 2.27M (1.69%) 0.00
Increased by 0.00%
Jul 31, 24
7 Vanguard Total Intl Stock Index Inv 1.88M (1.40%) 11.72K
Increased by +0.62%
Jul 31, 24
8 Fidelity Canadian Opportunities Sr B 1.30M (0.97%) 0.00
Increased by 0.00%
Mar 31, 24
9 Vanguard Developed Markets Index Admiral 1.14M (0.85%) 12.24K
Increased by +1.07%
Jul 31, 24
10 iShares Global Clean Energy ETF USD Dist 1.04M (0.77%) -1.95K
Decreased by -0.19%
Aug 28, 24
11 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 932.00K (0.69%) 16.24K
Increased by +1.74%
Jul 31, 24
12 Baird Chautauqua International Gr Instl 913.07K (0.68%) 91.42K
Increased by +10.01%
Jun 30, 24
13 Fidelity Greater Canada Sr F 900.00K (0.67%) 0.00
Increased by 0.00%
Mar 31, 24
14 State St Russell Sm/Mid Cp® Indx NL Cl C 851.36K (0.63%) 2.00K
Increased by +0.23%
Jul 31, 24
15 Fidelity Special Situations Series F 799.90K (0.59%) 0.00
Increased by 0.00%
Jun 30, 24
16 Eventide Gilead N 775.02K (0.58%) 0.00
Increased by 0.00%
Sep 30, 23
17 iShares Global Clean Energy ETF 727.79K (0.54%) 0.00
Increased by 0.00%
Aug 28, 24
18 Franklin ClearBridge Canadian Equity F 704.77K (0.52%) -6.82K
Decreased by -0.97%
Jul 31, 24
19 Principal Aligned SMA MidCap Equity 701.79K (0.52%) 6.42K
Increased by +0.92%
Jul 31, 24
20 TD US Large-Cap Value - A 689.80K (0.51%) 98.78K
Increased by +14.32%
Dec 31, 23