Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GPZ 6.93%
2 AAUM 5.03%
3 GPZ 4.69%
4 LBO 3.05%
5 NEWZ 3.02%
6 LBO 2.99%
7 RISN 2.87%
8 TMFG 2.32%
9 TMFG 2.26%
10 OEUR 2.20%
11 TGLR 1.74%
12 TGLR 1.71%
13 NBGR 1.60%
14 SAGP 1.57%
15 SAGP 1.56%
16 BOUT 1.47%
17 CZA 1.39%
18 FPXI 1.16%
19 DNL 1.13%
20 DNL 1.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Partners Value Investments LP 181.41M (54.74%) -1.00
Decreased by -0.00%
Dec 31, 25
2 Capital World Investors 99.07M (29.89%) -3.40M
Decreased by -3.43%
Dec 31, 25
3 Vanguard Group Inc 92.10M (27.79%) 1.26M
Increased by +1.37%
Dec 31, 25
4 Royal Bank of Canada 80.89M (24.41%) -80.22M
Decreased by -99.17%
Sep 30, 25
5 Pershing Square Capital Management, L.p. 61.40M (18.53%) -127.26K
Decreased by -0.21%
Dec 31, 25
6 Principal Financial Group Inc 50.85M (15.34%) 799.44K
Increased by +1.57%
Sep 30, 25
7 1832 Asset Management L.P 45.55M (13.74%) 21.09M
Increased by +46.30%
Dec 31, 25
8 BMO Capital Markets Corp. 43.68M (13.18%) -2.83M
Decreased by -6.48%
Sep 30, 25
9 Bank of Montreal 43.68M (13.18%) -2.83M
Decreased by -6.48%
Sep 30, 25
10 Dodge & Cox 41.28M (12.46%) 41.28M
Increased by +100.00%
Dec 31, 25
11 TD Asset Management Inc 35.76M (10.79%) -895.58K
Decreased by -2.50%
Dec 31, 25
12 Brookfield Corp 31.01M (9.36%) 0.00
Increased by 0.00%
Sep 30, 25
13 Akre Capital Management, LLC 26.84M (8.10%) -1.98M
Decreased by -7.38%
Dec 31, 25
14 NORGES BANK 26.74M (8.07%) 1.54M
Increased by +5.75%
Dec 31, 25
15 Fidelity International Ltd 25.95M (7.83%) 702.03K
Increased by +2.71%
Dec 31, 25
16 First Manhattan Co. LLC 23.80M (7.18%) -403.72K
Decreased by -1.70%
Dec 31, 25
17 NATIONAL BANK OF CANADA /FI/ 19.96M (6.02%) -1.19M
Decreased by -5.98%
Sep 30, 25
18 Geode Capital Management, LLC 19.68M (5.94%) 1.35M
Increased by +6.86%
Dec 31, 25
19 CIBC World Markets Inc. 17.82M (5.38%) 908.30K
Increased by +5.10%
Dec 31, 25
20 Morgan Stanley - Brokerage Accounts 17.64M (5.32%) 2.56M
Increased by +14.49%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal Aligned MidCap Equity 33.06M (9.98%) -7.00M
Decreased by -21.18%
Dec 31, 25
2 Principal MidCap R5 32.86M (9.92%) -1.46M
Decreased by -4.45%
Jan 31, 26
3 Pershing Square Holdings Ord 31.27M (9.44%) 31.27M
Increased by +100.00%
Dec 31, 24
4 Vanguard Total Intl Stock Index Inv 30.93M (9.33%) -6.54K
Decreased by -0.02%
Feb 28, 26
5 RBC Canadian Dividend Fund A 20.73M (6.26%) 0.00
Increased by 0.00%
Feb 28, 26
6 Dodge & Cox Stock I 20.33M (6.14%) 20.33M
Increased by +100.00%
Dec 31, 25
7 Vanguard Developed Markets Index Admiral 20.30M (6.12%) 177.29K
Increased by +0.87%
Feb 28, 26
8 American Funds American Balanced A 20.10M (6.07%) 0.00
Increased by 0.00%
Dec 31, 25
9 American Funds EUPAC A 18.23M (5.50%) -483.90K
Decreased by -2.66%
Dec 31, 25
10 Capital Group EUPAC Composite 18.23M (5.50%) -483.90K
Decreased by -2.66%
Dec 31, 25
11 Akre Focus ETF 17.85M (5.39%) 597.97K
Increased by +3.35%
Feb 27, 26
12 American Funds Fundamental Invs A 17.48M (5.28%) 0.00
Increased by 0.00%
Dec 31, 25
13 Capital Group Fundamental Invtrs Comp 17.48M (5.28%) 0.00
Increased by 0.00%
Dec 31, 25
14 Akre Focus Instl 17.31M (5.22%) 0.00
Increased by 0.00%
Jan 31, 25
15 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 15.51M (4.68%) -267.47K
Decreased by -1.72%
Feb 28, 26
16 American Funds Growth Fund of Amer A 15.16M (4.57%) -868.42K
Decreased by -5.73%
Dec 31, 25
17 Capital Group Growth Fnd of Amer Comp 15.16M (4.57%) -868.42K
Decreased by -5.73%
Dec 31, 25
18 Principal Blue Chip Institutional 14.74M (4.45%) -1.91M
Decreased by -12.98%
Jan 31, 26
19 Principal Aligned Blue Chip Equity 14.74M (4.45%) -1.70M
Decreased by -11.56%
Dec 31, 25
20 American Funds Europacific Growth A 12.92M (3.90%) 2.34M
Increased by +18.12%
Mar 31, 25