Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACKY 9.65%
2 EATZ 5.49%
3 DIVE 4.87%
4 ACTV 3.62%
5 DRKY 3.34%
6 DUSA 3.20%
7 DINT 2.22%
8 PID 2.20%
9 ACTX_old 2.06%
10 GURI 2.06%
11 BEEX 2.01%
12 JMID 1.66%
13 MBOX 1.45%
14 CZA 1.37%
15 GDIV 1.28%
16 GURU 1.15%
17 AIVL 1.10%
18 FXD 1.09%
19 DNL 0.87%
20 FLCA 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 42.86M (14.37%) -667.53K
Decreased by -1.56%
Mar 31, 26
2 Pershing Square Capital Management, L.p. 22.87M (7.67%) -48.72K
Decreased by -0.21%
Dec 31, 25
3 Pershing Square Capital Management, L.P. 22.65M (7.59%) -221.29K
Decreased by -0.98%
Mar 31, 26
4 EdgePoint Investment 19.35M (6.49%) 2.70M
Increased by +13.97%
Mar 31, 26
5 Royal Bank of Canada 18.54M (6.22%) -4.53M
Decreased by -24.41%
Dec 31, 25
6 Vanguard Group Inc 15.98M (5.36%) 344.07K
Increased by +2.15%
Dec 31, 25
7 EdgePoint Investment Group, Inc. 12.92M (4.33%) -795.75K
Decreased by -6.16%
Jun 30, 25
8 The Goldman Sachs Group Inc 10.24M (3.43%) 331.32K
Increased by +3.24%
Sep 30, 25
9 Goldman Sachs Group Inc 9.90M (3.32%) 1.80M
Increased by +18.13%
Jun 30, 25
10 BMO Capital Markets Corp. 9.01M (3.02%) -6.21M
Decreased by -68.89%
Mar 31, 26
11 Bank of Montreal 9.01M (3.02%) -6.21M
Decreased by -68.89%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 8.43M (2.83%) 1.64M
Increased by +19.48%
Dec 31, 25
13 Baupost Group LLC 8.08M (2.71%) 0.00
Increased by 0.00%
Mar 31, 26
14 FMR Inc 7.94M (2.66%) -828.82K
Decreased by -10.44%
Dec 31, 25
15 BlackRock Inc 7.52M (2.52%) 227.38K
Increased by +3.02%
Dec 31, 25
16 Fiera Capital Corporation 6.84M (2.29%) 1.89M
Increased by +27.64%
Dec 31, 25
17 TD Asset Management Inc 5.64M (1.89%) 93.78K
Increased by +1.66%
Mar 31, 26
18 Capital Research Global Investors 5.60M (1.88%) -5.66M
Decreased by -101.06%
Mar 31, 25
19 Beutel, Goodman & Company Ltd. 5.55M (1.86%) 313.58K
Increased by +5.65%
Dec 31, 25
20 Geode Capital Management, LLC 5.22M (1.75%) 295.94K
Increased by +5.67%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pershing Square Holdings Ord 20.71M (6.94%) 20.71M
Increased by +100.00%
Dec 31, 24
2 American Funds New Perspective A 11.69M (3.92%) 2.68M
Increased by +22.89%
Mar 31, 26
3 Capital Group New Perspective Comp 11.69M (3.92%) 2.68M
Increased by +22.89%
Mar 31, 26
4 American Funds Fundamental Invs A 9.81M (3.29%) -1.57M
Decreased by -15.98%
Mar 31, 26
5 Capital Group Fundamental Invtrs Comp 9.81M (3.29%) -1.57M
Decreased by -15.98%
Mar 31, 26
6 American Funds Income Fund of Amer A 8.18M (2.74%) -2.54M
Decreased by -31.02%
Mar 31, 26
7 UBS: Global Equity 7.78M (2.61%) 1.24M
Increased by +15.91%
Dec 31, 25
8 American Funds American Balanced A 6.62M (2.22%) 2.04M
Increased by +30.80%
Mar 31, 26
9 EdgePoint Global 5.62M (1.89%) 395.61K
Increased by +7.04%
Dec 31, 25
10 EdgePoint Global Portfolio Series F 5.62M (1.89%) 395.61K
Increased by +7.04%
Dec 31, 25
11 Burgundy Bond 5.00M (1.68%) 5.00M
Increased by +100.00%
Jun 30, 24
12 Lord Abbett Floating Rate I 5.00M (1.68%) 5.00M
Increased by +100.00%
Mar 31, 26
13 Vanguard Total Intl Stock Index Inv 4.97M (1.67%) 231.91K
Increased by +4.67%
Mar 31, 26
14 Capital Group AMCAP Composite 3.49M (1.17%) -4.56K
Decreased by -0.13%
Mar 31, 24
15 VA CollegeAmerica Amcap 529A 3.49M (1.17%) -4.56K
Decreased by -0.13%
Mar 31, 24
16 Vanguard Developed Markets Index Admiral 3.30M (1.11%) 195.16K
Increased by +5.92%
Mar 31, 26
17 EdgePoint Global Growth & Inc Port Sr F 2.79M (0.94%) 173.39K
Increased by +6.21%
Dec 31, 25
18 EdgePoint Global Growth and Income 2.79M (0.94%) 173.39K
Increased by +6.21%
Dec 31, 25
19 iShares Core MSCI Canadian Qual Div ETF 2.76M (0.93%) 11.25K
Increased by +0.41%
Apr 30, 26
20 American Funds IS® Growth-Income 1 2.66M (0.89%) -465.90K
Decreased by -17.52%
Mar 31, 25