Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDST 4.81%
2 MDST 4.78%
3 NDIV 4.25%
4 ENFR 3.81%
5 UMI 3.80%
6 PIPE 3.54%
7 NDIV 3.35%
8 EINC 2.81%
9 USAI 2.53%
10 MLPX 2.31%
11 ELFY 0.96%
12 TPYP 0.92%
13 RIFR 0.80%
14 FPXI 0.54%
15 TOLZ 0.49%
16 SCHC 0.30%
17 TEQI 0.30%
18 IGF 0.27%
19 FLCA 0.26%
20 GII 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Royal Bank of Canada 16.40M (7.88%) -188.82K
Decreased by -1.15%
 Mar 31, 26
2 Capital Research Global Investors 10.28M (4.94%) 10.28M
Increased by +100.00%
 Mar 31, 26
3 FMR Inc 9.67M (4.65%) -411.26K
Decreased by -4.25%
 Mar 31, 26
4 ClearBridge Advisors, LLC 8.67M (4.16%) 1.41M
Increased by +16.23%
 Mar 31, 26
5 Vanguard Group Inc 8.67M (4.16%) 118.15K
Increased by +1.36%
 Dec 31, 25
6 BMO Capital Markets Corp. 6.59M (3.17%) 447.42K
Increased by +6.79%
 Mar 31, 26
7 Bank of Montreal 6.59M (3.17%) 447.42K
Increased by +6.79%
 Mar 31, 26
8 Vanguard Capital Management, LLC 5.97M (2.87%) 5.97M
Increased by +100.00%
 Mar 31, 26
9 T. Rowe Price Associates, Inc. 5.24M (2.52%) -1.22M
Decreased by -23.27%
 Mar 31, 26
10 Capital Research & Mgmt Co - Division 3 4.31M (2.07%) -11.17M
Decreased by -258.94%
 Mar 31, 26
11 Thornburg Investment Management Inc 3.63M (1.75%) 803.00K
Increased by +22.10%
 Mar 31, 26
12 CIBC World Markets Inc. 3.44M (1.65%) -131.83K
Decreased by -3.83%
 Mar 31, 26
13 Dimensional Fund Advisors, Inc. 2.91M (1.40%) 565.79K
Increased by +19.41%
 Mar 31, 26
14 Connor Clark & Lunn Inv Mgmt Ltd 2.79M (1.34%) 1.18M
Increased by +42.28%
 Mar 31, 26
15 TD Asset Management Inc 2.38M (1.14%) 319.49K
Increased by +13.45%
 Mar 31, 26
16 Canada Pension Plan Investment Board 2.30M (1.10%) 649.00K
Increased by +28.23%
 Mar 31, 26
17 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.23M (1.07%) -157.18K
Decreased by -7.03%
 Mar 31, 26
18 Bank of America Corp 1.99M (0.96%) 376.11K
Increased by +18.86%
 Mar 31, 26
19 TD Waterhouse Canada Inc 1.93M (0.93%) 594.59K
Increased by +30.80%
 Mar 31, 26
20 Vanguard Fiduciary Trust Co 1.82M (0.88%) 1.82M
Increased by +100.00%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Capital Income Bldr A 10.97M (5.27%) -238.44K
Decreased by -2.17%
 Mar 31, 26
2 Fidelity Series Canada 5.20M (2.50%) 1.40M
Increased by +26.95%
 Apr 30, 26
3 Thornburg Investment Income Builder A 3.42M (1.64%) 0.00
Increased by 0.00%
 Apr 30, 26
4 Thornburg Investment Income Builder Sep 3.42M (1.64%) 0.00
Increased by 0.00%
 Apr 30, 26
5 Vanguard Total Intl Stock Index Inv 3.05M (1.46%) -471.00
Decreased by -0.02%
 Apr 30, 26
6 FTF ClearBridge Global Infras Inc WAcc 3.04M (1.46%) -57.66K
Decreased by -1.89%
 Mar 31, 26
7 RBC Canadian Dividend Fund A 2.77M (1.33%) 0.00
Increased by 0.00%
 Mar 31, 26
8 FIAM Target Date Canada CIT 2.54M (1.22%) 753.27K
Increased by +29.62%
 Apr 30, 26
9 Global X MLP & Energy Infrastructure ETF 2.48M (1.19%) 4.51K
Increased by +0.18%
 May 29, 26
10 Vanguard Developed Markets Index Admiral 2.01M (0.97%) 9.41K
Increased by +0.47%
 Apr 30, 26
11 American Funds New Perspective A 1.80M (0.86%) 0.00
Increased by 0.00%
 Mar 31, 26
12 Capital Group New Perspective Comp 1.80M (0.86%) 0.00
Increased by 0.00%
 Mar 31, 26
13 Cohen & Steers Infrastructure 1.58M (0.76%) 0.00
Increased by 0.00%
 Mar 31, 26
14 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 1.53M (0.74%) 11.76K
Increased by +0.77%
 Apr 30, 26
15 Avantis International Small Cap Val ETF 1.33M (0.64%) 0.00
Increased by 0.00%
 May 30, 26
16 T. Rowe Price Equity Income 1.32M (0.63%) 0.00
Increased by 0.00%
 Apr 30, 26
17 T. Rowe Price US Lg-Cp Equity Inc Comp 1.32M (0.63%) -476.00K
Decreased by -36.09%
 Mar 31, 26
18 Recurrent MLP & Infrastructure Class I 1.27M (0.61%) -231.93K
Decreased by -18.20%
 Jan 31, 26
19 T. Rowe Price Real Assets Tr I-D 1.26M (0.61%) -147.19K
Decreased by -11.67%
 Mar 31, 26
20 NYLI Cushing® MLP Premier Class I 1.26M (0.61%) -40.00K
Decreased by -3.17%
 Dec 31, 25