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 VSS 0.04%
13 DFAX 0.02%
14 TLTD 0.02%
15 IGM 0.02%
16 MFDX 0.01%
17 AVSD 0.01%
18 VSGX 0.01%
19 VEA 0.01%
20 IGM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Caisse De Depot Et Placement Du Quebec 24.29M (24.91%) -1.00
Decreased by -0.00%
Jun 30, 25
2 Fidelity International Ltd 15.74M (16.14%) -1.83M
Decreased by -11.66%
Jun 30, 25
3 Vanguard Group Inc 5.50M (5.64%) 126.69K
Increased by +2.30%
Jun 30, 25
4 Wishbone Management, LP 4.34M (4.45%) 661.73K
Increased by +15.26%
Jun 30, 25
5 Westfield Capital Management Company, L.P. 3.72M (3.82%) 398.55K
Increased by +10.70%
Dec 31, 24
6 Artisan Partners Limited Partnership 3.57M (3.66%) -207.00K
Decreased by -5.80%
Jun 30, 25
7 Westfield Capital Management Company, LP 3.33M (3.41%) 766.69K
Increased by +23.05%
Sep 30, 24
8 Nuveen Asset Management, LLC 3.15M (3.23%) 24.89K
Increased by +0.79%
Dec 31, 24
9 Hampton Road Capital Management LP 3.13M (3.21%) 3.13M
Increased by +100.00%
Mar 31, 24
10 Arrowstreet Capital Limited Partnership 2.47M (2.53%) 556.72K
Increased by +22.55%
Jun 30, 25
11 Connor Clark & Lunn Inv Mgmt Ltd 2.14M (2.19%) 650.20K
Increased by +30.39%
Jun 30, 25
12 North Peak Capital Management, LLC 1.96M (2.01%) 271.54K
Increased by +13.85%
Dec 31, 23
13 Ameriprise Financial Inc 1.94M (1.99%) 228.22K
Increased by +11.77%
Jun 30, 25
14 Royal Bank of Canada 1.93M (1.98%) 641.64K
Increased by +33.20%
Jun 30, 25
15 Bank of America Corp 1.87M (1.92%) 1.68M
Increased by +89.43%
Jun 30, 25
16 Dimensional Fund Advisors, Inc. 1.83M (1.88%) -108.49K
Decreased by -5.92%
Jun 30, 25
17 BMO Capital Markets Corp. 1.77M (1.82%) -244.01K
Decreased by -13.78%
Jun 30, 25
18 Bank of Montreal 1.77M (1.82%) -244.01K
Decreased by -13.78%
Jun 30, 25
19 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.73M (1.77%) 1.73M
Increased by +100.00%
Dec 31, 23
20 FMR Inc 1.62M (1.66%) 543.49K
Increased by +33.48%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Canadian Opportunities Sr B 8.65M (8.87%) -350.00K
Decreased by -4.05%
Jun 30, 25
2 Fidelity Greater Canada Sr F 5.00M (5.13%) -750.00K
Decreased by -15.00%
Jun 30, 25
3 Artisan International Small-Mid Investor 2.38M (2.44%) -182.40K
Decreased by -7.67%
Jun 30, 25
4 Artisan Non-U.S. Small-Mid Growth Comp 2.38M (2.44%) -182.40K
Decreased by -7.67%
Jun 30, 25
5 Vanguard Total Intl Stock Index Inv 1.97M (2.02%) -3.79K
Decreased by -0.19%
Jul 31, 25
6 Fidelity Canadian Disciplined Eq B 1.97M (2.02%) 0.00
Increased by 0.00%
Sep 30, 24
7 Harbor Small Cap Growth Instl 1.88M (1.93%) 33.18K
Increased by +1.76%
Jan 31, 25
8 Fidelity Special Situations Series F 1.87M (1.92%) -435.40K
Decreased by -23.32%
Mar 31, 23
9 Westfield Capital Mgt Co Sm-Cap Gr Eq 1.85M (1.90%) 316.92K
Increased by +17.12%
Dec 31, 24
10 Fidelity True North Cl F 1.55M (1.59%) -50.00K
Decreased by -3.23%
Jun 30, 25
11 Fidelity Canadian Growth Company Sr B 1.45M (1.48%) 1.80K
Increased by +0.12%
Mar 31, 23
12 CI Canadian All Cap Equity Income X 1.28M (1.31%) 80.00K
Increased by +6.25%
Dec 31, 23
13 Vanguard Developed Markets Index Admiral 1.26M (1.29%) 31.96K
Increased by +2.54%
Jul 31, 25
14 CREF Stock R1 1.23M (1.26%) 0.00
Increased by 0.00%
Mar 31, 24
15 Fidelity Global Equity+ Fund - F8 1.16M (1.19%) -150.26K
Decreased by -12.90%
Jun 30, 25
16 Nuveen International Opps Prem 1.15M (1.18%) 0.00
Increased by 0.00%
Jan 31, 25
17 TIAA-CREF International Opps Prem 1.15M (1.18%) 0.00
Increased by 0.00%
Dec 31, 23
18 Empire Life Asset Allocation - Class A 1.14M (1.17%) 0.00
Increased by 0.00%
Jun 30, 25
19 CT (Lux) American Smaller Com 9U USD 1.14M (1.17%) -6.88K
Decreased by -0.60%
Jul 31, 25
20 Fidelity Small Cap Growth 1.11M (1.14%) 359.20K
Increased by +32.31%
Nov 30, 23