Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VFIN 3.04%
2 XITK 0.68%
3 GIGE 0.67%
4 TRFM 0.25%
5 KOMP 0.12%
6 SCHC 0.08%
7 PDN 0.07%
8 VSS 0.05%
9 IGM 0.02%
10 DFAX 0.02%
11 TLTD 0.01%
12 MFDX 0.01%
13 IDEV 0.01%
14 VEA 0.01%
15 AVSD 0.01%
16 IXUS 0.01%
17 SPDW 0.01%
18 DFAI 0.00%
19 SPGM 0.00%
20 AVDE 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Caisse De Depot Et Placement Du Quebec 24.29M (21.52%) 0.00
Increased by 0.00%
Mar 31, 24
2 Fidelity International Ltd 17.62M (15.62%) 2.90M
Increased by +16.43%
Mar 31, 24
3 Vanguard Group Inc 5.10M (4.52%) 62.39K
Increased by +1.22%
Mar 31, 24
4 Artisan Partners Limited Partnership 5.02M (4.44%) -281.95K
Decreased by -5.62%
Mar 31, 24
5 Hampton Road Capital Management LP 3.13M (2.77%) 3.13M
Increased by +100.00%
Mar 31, 24
6 Nuveen Asset Management, LLC 3.10M (2.75%) 0.00
Increased by 0.00%
Mar 31, 24
7 Westfield Capital Management Company, LP 2.49M (2.20%) 2.49M
Increased by +100.00%
Mar 31, 24
8 Millennium Management LLC 2.35M (2.08%) 1.62M
Increased by +69.17%
Mar 31, 24
9 Azora Capital LP 2.30M (2.03%) 716.18K
Increased by +31.20%
Mar 31, 24
10 Citadel Advisors Llc 2.26M (2.00%) 884.42K
Increased by +39.11%
Sep 30, 23
11 BMO Capital Markets Corp. 2.16M (1.92%) -89.02K
Decreased by -4.11%
Mar 31, 24
12 Bank of Montreal 2.16M (1.92%) -89.02K
Decreased by -4.11%
Mar 31, 24
13 Dimensional Fund Advisors, Inc. 2.14M (1.90%) 174.23K
Increased by +8.14%
Mar 31, 24
14 Wellington Management Company LLP 1.99M (1.76%) -387.13K
Decreased by -19.46%
Mar 31, 24
15 North Peak Capital Management, LLC 1.96M (1.74%) 271.54K
Increased by +13.85%
Dec 31, 23
16 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.73M (1.53%) 1.73M
Increased by +100.00%
Dec 31, 23
17 FMR Inc 1.62M (1.44%) 543.49K
Increased by +33.48%
Dec 31, 23
18 Fidelity Management and Research Company 1.62M (1.44%) 1.62M
Increased by +100.00%
Dec 31, 23
19 Arrowstreet Capital Limited Partnership 1.60M (1.42%) 1.60M
Increased by +100.00%
Dec 31, 23
20 Vista Equity Partners Fund III LP 1.36M (1.21%) 0.00
Increased by 0.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Canadian Opportunities Sr B 7.50M (6.65%) 0.00
Increased by 0.00%
Mar 31, 24
2 Fidelity Greater Canada Sr F 4.46M (3.95%) 0.00
Increased by 0.00%
Mar 31, 24
3 Artisan International Small-Mid Investor 3.04M (2.69%) -92.10K
Decreased by -3.03%
Jun 30, 24
4 Artisan Non-U.S. Small-Mid Growth Comp 3.04M (2.69%) -92.10K
Decreased by -3.03%
Jun 30, 24
5 Fidelity Canadian Disciplined Eq B 2.02M (1.79%) 0.00
Increased by 0.00%
Mar 31, 24
6 Fidelity True North Cl F 1.95M (1.73%) 0.00
Increased by 0.00%
Mar 31, 24
7 Vanguard Total Intl Stock Index Inv 1.92M (1.70%) 17.90K
Increased by +0.93%
Jun 30, 24
8 Fidelity Special Situations Series F 1.87M (1.65%) -435.40K
Decreased by -23.32%
Mar 31, 23
9 Fidelity Canadian Growth Company Sr B 1.45M (1.28%) 1.80K
Increased by +0.12%
Mar 31, 23
10 CI Canadian All Cap Equity Income X 1.28M (1.13%) 80.00K
Increased by +6.25%
Dec 31, 23
11 CREF Stock R1 1.23M (1.09%) 0.00
Increased by 0.00%
Mar 31, 24
12 Vanguard Developed Markets Index Admiral 1.17M (1.04%) 1.63K
Increased by +0.14%
Jun 30, 24
13 Harbor Small Cap Growth Instl 1.16M (1.03%) 38.35K
Increased by +3.30%
Jun 30, 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%
May 31, 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 (0.99%) 359.20K
Increased by +32.31%
Nov 30, 23
18 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 933.96K (0.83%) 0.00
Increased by 0.00%
Jun 30, 24
19 Empire Life Asset Allocation - Class A 850.05K (0.75%) 17.82K
Increased by +2.10%
Mar 31, 24
20 Dimensional Canadian Small Company 758.21K (0.67%) 0.00
Increased by 0.00%
Apr 30, 24