Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PRVS 4.03%
2 RNEW 2.66%
3 NBCT 2.63%
4 NBET 2.63%
5 NXTE 2.38%
6 UPGR 2.12%
7 FXU 1.46%
8 PBW 1.28%
9 LOPP 1.15%
10 SMOG 0.94%
11 PBD 0.86%
12 NZRO 0.69%
13 CCSO 0.62%
14 SHRT 0.54%
15 XT 0.54%
16 OCEN 0.48%
17 ZSC 0.38%
18 GVLU 0.34%
19 IDU 0.33%
20 JPME 0.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Brookfield Corp 10.09M (10.10%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Group Inc 5.72M (5.72%) 135.78K
Increased by +2.37%
Mar 31, 25
3 Parnassus Investments LLC 4.86M (4.86%) 945.30K
Increased by +19.47%
Mar 31, 25
4 Principal Financial Group Inc 4.43M (4.43%) 251.31K
Increased by +5.67%
Mar 31, 25
5 RARE Infrastructure 4.23M (4.23%) 1.34M
Increased by +31.60%
Mar 31, 25
6 Legal & General Group PLC 3.45M (3.46%) 170.97K
Increased by +4.95%
Mar 31, 25
7 FMR Inc 3.28M (3.28%) -386.00K
Decreased by -11.77%
Dec 31, 24
8 BlackRock Inc 3.16M (3.16%) -20.18K
Decreased by -0.64%
Mar 31, 25
9 Atlantic Trust Group, LLC 2.90M (2.90%) 2.90M
Increased by +99.96%
Mar 31, 25
10 CIBC Global Asset Management Inc 2.37M (2.37%) -76.95K
Decreased by -3.25%
Dec 31, 24
11 Fidelity International Ltd 2.34M (2.34%) -1.48M
Decreased by -63.07%
Jun 30, 24
12 Parnassus Investments, LLC 2.29M (2.30%) 2.29M
Increased by +100.00%
Sep 30, 23
13 TD Global Investment Solutions – TD Epoch 2.25M (2.25%) 490.45K
Increased by +21.78%
Dec 31, 24
14 Arrowstreet Capital Limited Partnership 2.17M (2.17%) -318.56K
Decreased by -14.68%
Mar 31, 25
15 Sam Sustainable Asset Management Ltd 2.05M (2.05%) 35.01K
Increased by +1.71%
Mar 31, 25
16 Baird Financial Group, Inc. 2.02M (2.02%) 91.37K
Increased by +4.52%
Mar 31, 25
17 Canada Pension Plan Investment Board 1.99M (1.99%) 1.27M
Increased by +63.95%
Mar 31, 25
18 Bank of America Corp 1.97M (1.97%) 815.26K
Increased by +41.41%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 1.78M (1.78%) -401.35K
Decreased by -22.51%
Mar 31, 25
20 NORGES BANK 1.72M (1.72%) 36.27K
Increased by +2.11%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Parnassus Value Equity Investor 2.72M (2.72%) 50.88K
Increased by +1.87%
Apr 30, 25
2 Parnassus Value Equity Fund Composite 2.67M (2.67%) 0.00
Increased by 0.00%
Mar 31, 25
3 Principal MidCap R5 2.48M (2.48%) 62.50K
Increased by +2.52%
Apr 30, 25
4 Principal Aligned MidCap Equity 2.42M (2.42%) 89.05K
Increased by +3.68%
Mar 31, 25
5 Fidelity Canadian Growth Company Sr B 2.34M (2.34%) -603.70K
Decreased by -25.76%
Dec 31, 24
6 Parnassus Mid-Cap 2.25M (2.25%) 67.50K
Increased by +3.00%
Apr 30, 25
7 RobecoSAM Smart Energy B EUR 2.00M (2.00%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vanguard Total Intl Stock Index Inv 1.94M (1.94%) 11.74K
Increased by +0.60%
Apr 30, 25
9 First Trust Utilities AlphaDEX® ETF 1.64M (1.64%) 483.42K
Increased by +29.41%
Mar 31, 25
10 FTF ClearBridge Global Infras Inc WAcc 1.53M (1.53%) 0.00
Increased by 0.00%
Apr 30, 25
11 Fidelity Canadian Opportunities Sr B 1.30M (1.30%) 0.00
Increased by 0.00%
Mar 31, 24
12 Vanguard Developed Markets Index Admiral 1.21M (1.21%) 3.42K
Increased by +0.28%
Apr 30, 25
13 Baird Chautauqua International Gr Instl 1.19M (1.19%) 89.66K
Increased by +7.55%
Mar 31, 25
14 Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ 1.18M (1.18%) 284.34K
Increased by +24.06%
Mar 31, 25
15 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 1.00M (1.00%) 20.41K
Increased by +2.03%
Mar 31, 25
16 Fidelity Greater Canada Sr F 900.00K (0.90%) 0.00
Increased by 0.00%
Mar 31, 24
17 ClearBridge RARE Infrastructure Inc H C 895.68K (0.90%) 16.22K
Increased by +1.81%
Mar 31, 25
18 State St Russell Sm/Mid Cp® Indx NL Cl C 775.56K (0.78%) 0.00
Increased by 0.00%
Apr 30, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 775.56K (0.78%) 0.00
Increased by 0.00%
Apr 30, 25
20 Eventide Gilead N 775.02K (0.78%) 0.00
Increased by 0.00%
Sep 30, 23