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 DXIV 0.06%
10 IGV 0.05%
11 DFSI 0.05%
12 IGV 0.05%
13 VSS 0.03%
14 DFAX 0.02%
15 TLTD 0.02%
16 ISCF 0.02%
17 MFDX 0.01%
18 WSML 0.01%
19 AVSD 0.01%
20 SPDW 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Caisse De Depot Et Placement Du Quebec 24.29M (24.75%) 0.00
Increased by 0.00%
 Mar 31, 26
2 Fidelity International Ltd 16.02M (16.33%) 1.40M
Increased by +8.73%
 Mar 31, 26
3 Vanguard Group Inc 5.20M (5.29%) 9.17K
Increased by +0.18%
 Dec 31, 25
4 Artisan Partners Limited Partnership 3.95M (4.02%) 44.30K
Increased by +1.12%
 Mar 31, 26
5 Westfield Capital Management Company, L.P. 3.72M (3.80%) 398.55K
Increased by +10.70%
 Dec 31, 24
6 Vanguard Capital Management, LLC 3.61M (3.68%) 3.61M
Increased by +100.00%
 Mar 31, 26
7 Ameriprise Financial Inc 3.38M (3.44%) 288.61K
Increased by +8.55%
 Mar 31, 26
8 Westfield Capital Management Company, LP 3.33M (3.39%) 766.69K
Increased by +23.05%
 Sep 30, 24
9 Nuveen Asset Management, LLC 3.15M (3.21%) 24.89K
Increased by +0.79%
 Dec 31, 24
10 Hampton Road Capital Management LP 3.13M (3.19%) 3.13M
Increased by +100.00%
 Mar 31, 24
11 Wishbone Management, LP 2.80M (2.85%) -1.30M
Decreased by -46.37%
 Dec 31, 25
12 Connor Clark & Lunn Inv Mgmt Ltd 2.66M (2.71%) 31.38K
Increased by +1.18%
 Mar 31, 26
13 Royal Bank of Canada 2.23M (2.27%) 1.07M
Increased by +48.15%
 Mar 31, 26
14 North Peak Capital Management, LLC 1.96M (2.00%) 271.54K
Increased by +13.85%
 Dec 31, 23
15 Morgan Stanley - Brokerage Accounts 1.82M (1.85%) 1.12M
Increased by +61.75%
 Mar 31, 26
16 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.73M (1.76%) 1.73M
Increased by +100.00%
 Dec 31, 23
17 FMR Inc 1.62M (1.65%) 543.49K
Increased by +33.48%
 Dec 31, 23
18 Fidelity Management and Research Company 1.62M (1.65%) 1.62M
Increased by +100.00%
 Dec 31, 23
19 Dimensional Fund Advisors, Inc. 1.53M (1.56%) -140.18K
Decreased by -9.16%
 Mar 31, 26
20 Azora Capital LP 1.46M (1.49%) 21.44K
Increased by +1.47%
 Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Canadian Opportunities Sr B 9.50M (9.68%) 0.00
Increased by 0.00%
 Mar 31, 26
2 Fidelity Greater Canada Sr F 5.00M (5.10%) 0.00
Increased by 0.00%
 Mar 31, 26
3 Artisan International Small-Mid Investor 2.44M (2.49%) 59.90K
Increased by +2.45%
 Mar 31, 26
4 Artisan Non-U.S. Small-Mid Growth Comp 2.44M (2.49%) 59.90K
Increased by +2.45%
 Mar 31, 26
5 CT (Lux) American Smaller Com 9U USD 2.03M (2.07%) 30.72K
Increased by +1.51%
 Mar 31, 26
6 Fidelity Canadian Disciplined Eq B 1.97M (2.00%) 0.00
Increased by 0.00%
 Sep 30, 24
7 Harbor Small Cap Growth Instl 1.88M (1.92%) 33.18K
Increased by +1.76%
 Jan 31, 25
8 Fidelity Special Situations Series F 1.87M (1.90%) -435.40K
Decreased by -23.32%
 Mar 31, 23
9 Westfield Capital Mgt Co Sm-Cap Gr Eq 1.85M (1.89%) 316.92K
Increased by +17.12%
 Dec 31, 24
10 Vanguard Total Intl Stock Index Inv 1.85M (1.88%) 0.00
Increased by 0.00%
 Apr 30, 26
11 Fidelity Global Equity+ Fund - F8 1.45M (1.48%) 64.12K
Increased by +4.41%
 Mar 31, 26
12 Fidelity Canadian Growth Company Sr B 1.45M (1.47%) 1.80K
Increased by +0.12%
 Mar 31, 23
13 CI Canadian All Cap Equity Income X 1.28M (1.30%) 80.00K
Increased by +6.25%
 Dec 31, 23
14 BlackRock Global Equity Mkt Netrl Instl 1.24M (1.27%) 22.57K
Increased by +1.81%
 Apr 30, 26
15 CREF Stock R1 1.23M (1.25%) 0.00
Increased by 0.00%
 Mar 31, 24
16 Vanguard Developed Markets Index Admiral 1.22M (1.24%) 23.41K
Increased by +1.93%
 Apr 30, 26
17 Nuveen International Opps Prem 1.15M (1.17%) 0.00
Increased by 0.00%
 Jan 31, 25
18 TIAA-CREF International Opps Prem 1.15M (1.17%) 0.00
Increased by 0.00%
 Dec 31, 23
19 Fidelity Small Cap Growth 1.11M (1.13%) 359.20K
Increased by +32.31%
 Nov 30, 23
20 Empire Life Asset Allocation - Class A 1.10M (1.12%) -57.29K
Decreased by -5.19%
 Sep 30, 25