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 IGV 0.05%
12 IGV 0.04%
13 VSS 0.03%
14 DFAX 0.02%
15 TLTD 0.02%
16 MFDX 0.01%
17 ISCF 0.01%
18 AVSD 0.01%
19 WSML 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 (24.43%) 0.00
Increased by 0.00%
 Mar 31, 26
2 Fidelity International Ltd 14.63M (14.71%) -975.00K
Decreased by -6.67%
 Dec 31, 25
3 Vanguard Group Inc 5.20M (5.23%) 9.17K
Increased by +0.18%
 Dec 31, 25
4 Artisan Partners Limited Partnership 3.95M (3.97%) 44.30K
Increased by +1.12%
 Mar 31, 26
5 Westfield Capital Management Company, L.P. 3.72M (3.75%) 398.55K
Increased by +10.70%
 Dec 31, 24
6 Westfield Capital Management Company, LP 3.33M (3.35%) 766.69K
Increased by +23.05%
 Sep 30, 24
7 Nuveen Asset Management, LLC 3.15M (3.17%) 24.89K
Increased by +0.79%
 Dec 31, 24
8 Hampton Road Capital Management LP 3.13M (3.15%) 3.13M
Increased by +100.00%
 Mar 31, 24
9 Ameriprise Financial Inc 3.09M (3.11%) 1.14M
Increased by +36.89%
 Dec 31, 25
10 Wishbone Management, LP 2.80M (2.82%) -1.30M
Decreased by -46.37%
 Dec 31, 25
11 Connor Clark & Lunn Inv Mgmt Ltd 2.63M (2.64%) -123.35K
Decreased by -4.69%
 Dec 31, 25
12 North Peak Capital Management, LLC 1.96M (1.97%) 271.54K
Increased by +13.85%
 Dec 31, 23
13 Bank of America Corp 1.92M (1.93%) -55.61K
Decreased by -2.90%
 Dec 31, 25
14 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.73M (1.74%) 1.73M
Increased by +100.00%
 Dec 31, 23
15 FMR Inc 1.62M (1.63%) 543.49K
Increased by +33.48%
 Dec 31, 23
16 Fidelity Management and Research Company 1.62M (1.63%) 1.62M
Increased by +100.00%
 Dec 31, 23
17 Dimensional Fund Advisors, Inc. 1.53M (1.54%) -140.18K
Decreased by -9.16%
 Mar 31, 26
18 Azora Capital LP 1.46M (1.47%) 21.44K
Increased by +1.47%
 Dec 31, 24
19 Vista Equity Partners Fund III LP 1.36M (1.37%) 0.00
Increased by 0.00%
 Mar 31, 24
20 BMO Capital Markets Corp. 1.32M (1.33%) -494.56K
Decreased by -37.38%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Canadian Opportunities Sr B 8.65M (8.70%) 0.00
Increased by 0.00%
 Dec 31, 25
2 Fidelity Greater Canada Sr F 4.50M (4.53%) 0.00
Increased by 0.00%
 Dec 31, 25
3 Artisan International Small-Mid Investor 2.44M (2.46%) 59.90K
Increased by +2.45%
 Mar 31, 26
4 Artisan Non-U.S. Small-Mid Growth Comp 2.44M (2.46%) 59.90K
Increased by +2.45%
 Mar 31, 26
5 CT (Lux) American Smaller Com 9U USD 2.03M (2.05%) 30.72K
Increased by +1.51%
 Mar 31, 26
6 Fidelity Canadian Disciplined Eq B 1.97M (1.98%) 0.00
Increased by 0.00%
 Sep 30, 24
7 Harbor Small Cap Growth Instl 1.88M (1.90%) 33.18K
Increased by +1.76%
 Jan 31, 25
8 Fidelity Special Situations Series F 1.87M (1.88%) -435.40K
Decreased by -23.32%
 Mar 31, 23
9 Westfield Capital Mgt Co Sm-Cap Gr Eq 1.85M (1.86%) 316.92K
Increased by +17.12%
 Dec 31, 24
10 Vanguard Total Intl Stock Index Inv 1.85M (1.86%) 0.00
Increased by 0.00%
 Mar 31, 26
11 Fidelity Canadian Growth Company Sr B 1.45M (1.46%) 1.80K
Increased by +0.12%
 Mar 31, 23
12 CI Canadian All Cap Equity Income X 1.28M (1.29%) 80.00K
Increased by +6.25%
 Dec 31, 23
13 CREF Stock R1 1.23M (1.23%) 0.00
Increased by 0.00%
 Mar 31, 24
14 BlackRock Global Equity Mkt Netrl Instl 1.22M (1.23%) 133.63K
Increased by +10.94%
 Mar 31, 26
15 Fidelity Global Equity+ Fund - F8 1.22M (1.22%) 9.41K
Increased by +0.77%
 Dec 31, 25
16 Vanguard Developed Markets Index Admiral 1.19M (1.20%) 0.00
Increased by 0.00%
 Mar 31, 26
17 Nuveen International Opps Prem 1.15M (1.16%) 0.00
Increased by 0.00%
 Jan 31, 25
18 TIAA-CREF International Opps Prem 1.15M (1.16%) 0.00
Increased by 0.00%
 Dec 31, 23
19 Fidelity Small Cap Growth 1.11M (1.12%) 359.20K
Increased by +32.31%
 Nov 30, 23
20 Empire Life Asset Allocation - Class A 1.10M (1.11%) -57.29K
Decreased by -5.19%
 Sep 30, 25