Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VFIN 3.04%
2 XITK 0.73%
3 GIGE 0.67%
4 TRFM 0.27%
5 KOMP 0.14%
6 SCHC 0.11%
7 PDN 0.09%
8 AVDS 0.09%
9 VSS 0.07%
10 DXIV 0.06%
11 DFSI 0.05%
12 DFAX 0.02%
13 TLTD 0.02%
14 IGM 0.02%
15 MFDX 0.01%
16 AVSD 0.01%
17 IDEV 0.01%
18 VEA 0.01%
19 SPDW 0.01%
20 IXUS 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Caisse De Depot Et Placement Du Quebec 24.29M (21.45%) 0.00
Increased by 0.00%
Sep 30, 24
2 Fidelity International Ltd 17.42M (15.39%) -235.81K
Decreased by -1.35%
Sep 30, 24
3 Vanguard Group Inc 5.26M (4.65%) 55.68K
Increased by +1.06%
Sep 30, 24
4 Artisan Partners Limited Partnership 4.72M (4.17%) -204.30K
Decreased by -4.33%
Sep 30, 24
5 Westfield Capital Management Company, L.P. 3.33M (2.94%) 766.69K
Increased by +23.05%
Sep 30, 24
6 Westfield Capital Management Company, LP 3.33M (2.94%) 766.69K
Increased by +23.05%
Sep 30, 24
7 Millennium Management LLC 3.21M (2.83%) 858.12K
Increased by +26.77%
Jun 30, 24
8 Hampton Road Capital Management LP 3.13M (2.76%) 3.13M
Increased by +100.00%
Mar 31, 24
9 Nuveen Asset Management, LLC 3.13M (2.76%) 18.29K
Increased by +0.59%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 2.18M (1.92%) 1.56M
Increased by +71.88%
Jun 30, 24
11 Dimensional Fund Advisors, Inc. 2.03M (1.79%) -175.30K
Decreased by -8.64%
Sep 30, 24
12 BMO Capital Markets Corp. 2.00M (1.77%) -58.68K
Decreased by -2.93%
Sep 30, 24
13 Bank of Montreal 2.00M (1.77%) -58.68K
Decreased by -2.93%
Sep 30, 24
14 North Peak Capital Management, LLC 1.96M (1.73%) 271.54K
Increased by +13.85%
Dec 31, 23
15 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.73M (1.53%) 1.73M
Increased by +100.00%
Dec 31, 23
16 Royal Bank of Canada 1.67M (1.48%) 545.95K
Increased by +32.69%
Sep 30, 24
17 FMR Inc 1.62M (1.43%) 543.49K
Increased by +33.48%
Dec 31, 23
18 Fidelity Management and Research Company 1.62M (1.43%) 1.62M
Increased by +100.00%
Dec 31, 23
19 Arrowstreet Capital Limited Partnership 1.60M (1.41%) 1.60M
Increased by +100.00%
Dec 31, 23
20 Azora Capital LP 1.44M (1.27%) 47.36K
Increased by +3.29%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Canadian Opportunities Sr B 7.43M (6.56%) 0.00
Increased by 0.00%
Sep 30, 24
2 Fidelity Greater Canada Sr F 4.42M (3.90%) 0.00
Increased by 0.00%
Sep 30, 24
3 Artisan International Small-Mid Investor 3.00M (2.65%) -44.60K
Decreased by -1.49%
Dec 31, 24
4 Artisan Non-U.S. Small-Mid Growth Comp 3.00M (2.65%) -44.60K
Decreased by -1.49%
Dec 31, 24
5 Fidelity Canadian Disciplined Eq B 1.97M (1.74%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Total Intl Stock Index Inv 1.93M (1.71%) 15.50K
Increased by +0.80%
Dec 31, 24
7 Fidelity Special Situations Series F 1.87M (1.65%) -435.40K
Decreased by -23.32%
Mar 31, 23
8 Fidelity True North Cl F 1.86M (1.64%) 0.00
Increased by 0.00%
Sep 30, 24
9 Harbor Small Cap Growth Instl 1.85M (1.64%) 278.84K
Increased by +15.06%
Dec 31, 24
10 Fidelity Canadian Growth Company Sr B 1.45M (1.28%) 1.80K
Increased by +0.12%
Mar 31, 23
11 CI Canadian All Cap Equity Income X 1.28M (1.13%) 80.00K
Increased by +6.25%
Dec 31, 23
12 CREF Stock R1 1.23M (1.08%) 0.00
Increased by 0.00%
Mar 31, 24
13 Vanguard Developed Markets Index Admiral 1.20M (1.06%) 3.25K
Increased by +0.27%
Dec 31, 24
14 Westfield Capital Mgt Co Sm-Cap Gr Eq 1.16M (1.03%) 63.30K
Increased by +5.45%
Jun 30, 24
15 Nuveen International Opps Prem 1.15M (1.02%) 0.00
Increased by 0.00%
Nov 30, 24
16 TIAA-CREF International Opps Prem 1.15M (1.02%) 0.00
Increased by 0.00%
Dec 31, 23
17 Fidelity Small Cap Growth 1.11M (0.98%) 359.20K
Increased by +32.31%
Nov 30, 23
18 Empire Life Asset Allocation - Class A 1.07M (0.95%) 66.35K
Increased by +6.17%
Sep 30, 24
19 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 970.89K (0.86%) 9.02K
Increased by +0.93%
Dec 31, 24
20 Fidelity Global Equity+ Fund - F8 805.35K (0.71%) 10.96K
Increased by +1.36%
Nov 30, 24