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 VSS 0.05%
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 VSGX 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 (25.09%) 1.00
Increased by +0.00%
Mar 31, 25
2 Fidelity International Ltd 17.57M (18.16%) 2.94M
Increased by +16.74%
Mar 31, 25
3 Vanguard Group Inc 5.50M (5.68%) 126.69K
Increased by +2.30%
Jun 30, 25
4 Westfield Capital Management Company, L.P. 3.72M (3.85%) 398.55K
Increased by +10.70%
Dec 31, 24
5 Wishbone Management, LP 3.67M (3.80%) 3.67M
Increased by +100.00%
Mar 31, 25
6 Artisan Partners Limited Partnership 3.57M (3.69%) -207.00K
Decreased by -5.80%
Jun 30, 25
7 Westfield Capital Management Company, LP 3.33M (3.44%) 766.69K
Increased by +23.05%
Sep 30, 24
8 Millennium Management LLC 3.21M (3.31%) 858.12K
Increased by +26.77%
Jun 30, 24
9 Nuveen Asset Management, LLC 3.15M (3.25%) 24.89K
Increased by +0.79%
Dec 31, 24
10 Hampton Road Capital Management LP 3.13M (3.23%) 3.13M
Increased by +100.00%
Mar 31, 24
11 Connor Clark & Lunn Inv Mgmt Ltd 2.14M (2.21%) 650.20K
Increased by +30.39%
Jun 30, 25
12 BMO Capital Markets Corp. 2.01M (2.08%) -7.85K
Decreased by -0.39%
Mar 31, 25
13 Bank of Montreal 2.01M (2.08%) -7.85K
Decreased by -0.39%
Mar 31, 25
14 North Peak Capital Management, LLC 1.96M (2.03%) 271.54K
Increased by +13.85%
Dec 31, 23
15 Arrowstreet Capital Limited Partnership 1.91M (1.98%) -2.27M
Decreased by -118.70%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 1.83M (1.89%) -108.49K
Decreased by -5.92%
Jun 30, 25
17 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.73M (1.78%) 1.73M
Increased by +100.00%
Dec 31, 23
18 Ameriprise Financial Inc 1.71M (1.77%) 113.11K
Increased by +6.61%
Mar 31, 25
19 FMR Inc 1.62M (1.68%) 543.49K
Increased by +33.48%
Dec 31, 23
20 Fidelity Management and Research Company 1.62M (1.68%) 1.62M
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Canadian Opportunities Sr B 9.15M (9.45%) 150.00K
Increased by +1.64%
Mar 31, 25
2 Fidelity Greater Canada Sr F 6.05M (6.25%) 50.00K
Increased by +0.83%
Mar 31, 25
3 Artisan International Small-Mid Investor 2.38M (2.46%) -182.40K
Decreased by -7.67%
Jun 30, 25
4 Artisan Non-U.S. Small-Mid Growth Comp 2.38M (2.46%) -182.40K
Decreased by -7.67%
Jun 30, 25
5 Vanguard Total Intl Stock Index Inv 1.97M (2.04%) -3.79K
Decreased by -0.19%
Jul 31, 25
6 Fidelity Canadian Disciplined Eq B 1.97M (2.03%) 0.00
Increased by 0.00%
Sep 30, 24
7 Harbor Small Cap Growth Instl 1.88M (1.95%) 33.18K
Increased by +1.76%
Jan 31, 25
8 Fidelity Special Situations Series F 1.87M (1.93%) -435.40K
Decreased by -23.32%
Mar 31, 23
9 Westfield Capital Mgt Co Sm-Cap Gr Eq 1.85M (1.91%) 316.92K
Increased by +17.12%
Dec 31, 24
10 Fidelity True North Cl F 1.70M (1.76%) -100.00K
Decreased by -5.88%
Mar 31, 25
11 Fidelity Canadian Growth Company Sr B 1.45M (1.49%) 1.80K
Increased by +0.12%
Mar 31, 23
12 BlackRock Global Equity Mkt Netrl Instl 1.32M (1.36%) -10.88K
Decreased by -0.83%
Jun 30, 25
13 CI Canadian All Cap Equity Income X 1.28M (1.32%) 80.00K
Increased by +6.25%
Dec 31, 23
14 Vanguard Developed Markets Index Admiral 1.26M (1.30%) 31.96K
Increased by +2.54%
Jul 31, 25
15 CREF Stock R1 1.23M (1.27%) 0.00
Increased by 0.00%
Mar 31, 24
16 Fidelity Global Equity+ Fund - F8 1.16M (1.20%) -150.26K
Decreased by -12.90%
Jun 30, 25
17 Nuveen International Opps Prem 1.15M (1.19%) 0.00
Increased by 0.00%
Jan 31, 25
18 TIAA-CREF International Opps Prem 1.15M (1.19%) 0.00
Increased by 0.00%
Dec 31, 23
19 CT (Lux) American Smaller Com 9U USD 1.14M (1.18%) 0.00
Increased by 0.00%
Jun 30, 25
20 Empire Life Asset Allocation - Class A 1.14M (1.18%) 0.00
Increased by 0.00%
Jun 30, 25