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 DFSI 0.05%
11 VSS 0.04%
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 (21.58%) 0.00
Increased by 0.00%
Dec 31, 24
2 Fidelity International Ltd 14.63M (13.00%) -2.79M
Decreased by -19.08%
Dec 31, 24
3 Vanguard Group Inc 5.33M (4.74%) 70.32K
Increased by +1.32%
Dec 31, 24
4 Artisan Partners Limited Partnership 4.56M (4.05%) -164.80K
Decreased by -3.62%
Dec 31, 24
5 Arrowstreet Capital Limited Partnership 4.18M (3.72%) 4.17M
Increased by +99.73%
Dec 31, 24
6 Westfield Capital Management Company, L.P. 3.72M (3.31%) 398.55K
Increased by +10.70%
Dec 31, 24
7 Westfield Capital Management Company, LP 3.33M (2.96%) 766.69K
Increased by +23.05%
Sep 30, 24
8 Millennium Management LLC 3.21M (2.85%) 858.12K
Increased by +26.77%
Jun 30, 24
9 Nuveen Asset Management, LLC 3.15M (2.80%) 24.89K
Increased by +0.79%
Dec 31, 24
10 Hampton Road Capital Management LP 3.13M (2.78%) 3.13M
Increased by +100.00%
Mar 31, 24
11 Morgan Stanley - Brokerage Accounts 2.18M (1.93%) 1.56M
Increased by +71.88%
Jun 30, 24
12 Royal Bank of Canada 2.11M (1.87%) 435.17K
Increased by +20.67%
Dec 31, 24
13 BMO Capital Markets Corp. 2.02M (1.80%) 21.36K
Increased by +1.06%
Dec 31, 24
14 Bank of Montreal 2.02M (1.80%) 21.36K
Increased by +1.06%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 2.02M (1.80%) -9.04K
Decreased by -0.45%
Dec 31, 24
16 North Peak Capital Management, LLC 1.96M (1.74%) 271.54K
Increased by +13.85%
Dec 31, 23
17 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.73M (1.53%) 1.73M
Increased by +100.00%
Dec 31, 23
18 Intact Investment Management, Inc. 1.71M (1.52%) 829.58K
Increased by +48.59%
Dec 31, 24
19 FMR Inc 1.62M (1.44%) 543.49K
Increased by +33.48%
Dec 31, 23
20 Fidelity Management and Research Company 1.62M (1.44%) 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 7.65M (6.80%) 19.53K
Increased by +0.26%
Dec 31, 24
2 Fidelity Greater Canada Sr F 4.45M (3.95%) 4.22K
Increased by +0.09%
Dec 31, 24
3 Artisan International Small-Mid Investor 3.00M (2.66%) -44.60K
Decreased by -1.49%
Dec 31, 24
4 Artisan Non-U.S. Small-Mid Growth Comp 3.00M (2.66%) -44.60K
Decreased by -1.49%
Dec 31, 24
5 Fidelity Canadian Disciplined Eq B 1.97M (1.75%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Total Intl Stock Index Inv 1.92M (1.71%) -11.89K
Decreased by -0.62%
Feb 28, 25
7 Harbor Small Cap Growth Instl 1.88M (1.67%) 33.18K
Increased by +1.76%
Jan 31, 25
8 Fidelity Special Situations Series F 1.87M (1.66%) -435.40K
Decreased by -23.32%
Mar 31, 23
9 Westfield Capital Mgt Co Sm-Cap Gr Eq 1.85M (1.65%) 316.92K
Increased by +17.12%
Dec 31, 24
10 Fidelity True North Cl F 1.80M (1.60%) 0.00
Increased by 0.00%
Dec 31, 24
11 Fidelity Canadian Growth Company Sr B 1.45M (1.29%) 1.80K
Increased by +0.12%
Mar 31, 23
12 CI Canadian All Cap Equity Income X 1.28M (1.14%) 80.00K
Increased by +6.25%
Dec 31, 23
13 Fidelity Global Equity+ Fund - F8 1.24M (1.10%) 352.54K
Increased by +28.47%
Feb 28, 25
14 CREF Stock R1 1.23M (1.09%) 0.00
Increased by 0.00%
Mar 31, 24
15 Vanguard Developed Markets Index Admiral 1.20M (1.07%) 0.00
Increased by 0.00%
Feb 28, 25
16 Nuveen International Opps Prem 1.15M (1.02%) 0.00
Increased by 0.00%
Jan 31, 25
17 TIAA-CREF International Opps Prem 1.15M (1.02%) 0.00
Increased by 0.00%
Dec 31, 23
18 Fidelity Small Cap Growth 1.11M (0.99%) 359.20K
Increased by +32.31%
Nov 30, 23
19 CT (Lux) American Smaller Com 9U USD 1.04M (0.93%) 13.57K
Increased by +1.30%
Feb 28, 25
20 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 1.00M (0.89%) 11.89K
Increased by +1.19%
Feb 28, 25