Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPOS 4.02%
2 IMED 1.82%
3 DMDV 1.69%
4 SDIV 0.83%
5 FPXI 0.73%
6 CCNR 0.72%
7 IQDF 0.70%
8 IQDY 0.69%
9 CZAR 0.56%
10 DIM 0.55%
11 UIVM 0.49%
12 FTRI 0.41%
13 FPXE 0.34%
14 SCIU 0.31%
15 VIDI 0.31%
16 DTH 0.25%
17 IQDE 0.22%
18 RWDC 0.17%
19 GBUY_old 0.13%
20 DWM 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Bessemer Investment Management LLC 0.00 (0.00%) -769.00
Decreased by N/A%
Dec 31, 23
2 E Ohman J:or Asset Management AB 0.00 (0.00%) -3.10K
Decreased by N/A%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 BSF Global Event Driven Z2 USD 1.84M (2.01%) 1.84M
Increased by +100.00%
Mar 31, 21
2 Merger Investor 1.09M (1.19%) 55.41K
Increased by +5.07%
Mar 31, 21
3 Janus Henderson Enterprise D 1.01M (1.11%) 0.00
Increased by 0.00%
Mar 31, 21
4 Janus Inst Mid Cap Growth CF 1.01M (1.11%) 0.00
Increased by 0.00%
Mar 31, 21
5 Nuance Mid Cap Value Separate Account 735.85K (0.80%) 218.12K
Increased by +29.64%
Mar 31, 21
6 Fidelity Canadian Large Cap Sr A 660.00K (0.72%) 2.00K
Increased by +0.30%
Mar 31, 21
7 Nuance Mid Cap Value Institutional 458.03K (0.50%) 378.09K
Increased by +82.55%
Jan 31, 21
8 Fidelity Monthly Income Series F 311.70K (0.34%) 105.70K
Increased by +33.91%
Mar 31, 21
9 Capital Counsel Composite 275.57K (0.30%) -68.23K
Decreased by -24.76%
Mar 31, 21
10 Blackrock Eq Idx Fund CF 266.49K (0.29%) -6.18K
Decreased by -2.32%
Mar 31, 21
11 Fidelity NorthStar Sr F 250.00K (0.27%) 0.00
Increased by 0.00%
Mar 31, 21
12 NT S&P 500 Index Fund - NL 226.27K (0.25%) 1.02K
Increased by +0.45%
Mar 31, 21
13 Fidelity Concntr Val Priv Pool Sr F 200.00K (0.22%) 26.40K
Increased by +13.20%
Mar 31, 21
14 Vivaldi Merger Arbitrage I 193.03K (0.21%) 71.99K
Increased by +37.30%
Dec 31, 20
15 Nuance Concentrated Value 191.27K (0.21%) 27.04K
Increased by +14.14%
Mar 31, 21
16 CI Cambridge Canadian Eq Corp Cl F T8 188.83K (0.21%) -38.63K
Decreased by -20.46%
Sep 30, 20
17 NT S&P 500 Index Fund - DC - NL - 1 149.45K (0.16%) 1.93K
Increased by +1.29%
Mar 31, 21
18 Undrly L&G Pen PMC North America Idx 140.95K (0.15%) -51.93K
Decreased by -36.84%
Mar 31, 21
19 GMO Implementation 129.10K (0.14%) 0.00
Increased by 0.00%
Feb 28, 21
20 Nuance Concentrated Value Institutional 98.16K (0.11%) 72.56K
Increased by +73.92%
Jan 31, 21