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 IGV 0.05%
11 DFSI 0.05%
12 VSS 0.03%
13 DFAX 0.02%
14 TLTD 0.02%
15 ISCF 0.02%
16 IGM 0.02%
17 MFDX 0.01%
18 AVSD 0.01%
19 VSGX 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 (24.55%) 0.00
Increased by 0.00%
Dec 31, 25
2 Fidelity International Ltd 14.63M (14.78%) -975.00K
Decreased by -6.67%
Dec 31, 25
3 Vanguard Group Inc 5.20M (5.25%) 9.17K
Increased by +0.18%
Dec 31, 25
4 Artisan Partners Limited Partnership 3.90M (3.94%) 581.90K
Increased by +14.92%
Dec 31, 25
5 Westfield Capital Management Company, L.P. 3.72M (3.76%) 398.55K
Increased by +10.70%
Dec 31, 24
6 Westfield Capital Management Company, LP 3.33M (3.36%) 766.69K
Increased by +23.05%
Sep 30, 24
7 Nuveen Asset Management, LLC 3.15M (3.18%) 24.89K
Increased by +0.79%
Dec 31, 24
8 Hampton Road Capital Management LP 3.13M (3.16%) 3.13M
Increased by +100.00%
Mar 31, 24
9 Wishbone Management, LP 2.80M (2.83%) -1.30M
Decreased by -46.37%
Dec 31, 25
10 Connor Clark & Lunn Inv Mgmt Ltd 2.63M (2.66%) -123.35K
Decreased by -4.69%
Dec 31, 25
11 Royal Bank of Canada 2.28M (2.30%) -1.59M
Decreased by -69.52%
Sep 30, 25
12 Bank of America Corp 1.97M (1.99%) 97.18K
Increased by +4.93%
Sep 30, 25
13 North Peak Capital Management, LLC 1.96M (1.98%) 271.54K
Increased by +13.85%
Dec 31, 23
14 Ameriprise Financial Inc 1.95M (1.97%) 9.50K
Increased by +0.49%
Sep 30, 25
15 BMO Capital Markets Corp. 1.84M (1.86%) 69.02K
Increased by +3.75%
Sep 30, 25
16 Bank of Montreal 1.84M (1.86%) 69.02K
Increased by +3.75%
Sep 30, 25
17 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.73M (1.75%) 1.73M
Increased by +100.00%
Dec 31, 23
18 Dimensional Fund Advisors, Inc. 1.67M (1.69%) -75.59K
Decreased by -4.52%
Dec 31, 25
19 FMR Inc 1.62M (1.64%) 543.49K
Increased by +33.48%
Dec 31, 23
20 Fidelity Management and Research Company 1.62M (1.64%) 1.62M
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Canadian Opportunities Sr B 8.65M (8.74%) 0.00
Increased by 0.00%
Dec 31, 25
2 Fidelity Greater Canada Sr F 4.50M (4.55%) 0.00
Increased by 0.00%
Dec 31, 25
3 Artisan International Small-Mid Investor 2.38M (2.41%) 477.70K
Increased by +20.05%
Dec 31, 25
4 Artisan Non-U.S. Small-Mid Growth Comp 2.38M (2.41%) 477.70K
Increased by +20.05%
Dec 31, 25
5 Fidelity Canadian Disciplined Eq B 1.97M (1.99%) 0.00
Increased by 0.00%
Sep 30, 24
6 CT (Lux) American Smaller Com 9U USD 1.91M (1.93%) 71.19K
Increased by +3.73%
Jan 31, 26
7 Harbor Small Cap Growth Instl 1.88M (1.91%) 33.18K
Increased by +1.76%
Jan 31, 25
8 Fidelity Special Situations Series F 1.87M (1.89%) -435.40K
Decreased by -23.32%
Mar 31, 23
9 Westfield Capital Mgt Co Sm-Cap Gr Eq 1.85M (1.87%) 316.92K
Increased by +17.12%
Dec 31, 24
10 Vanguard Total Intl Stock Index Inv 1.85M (1.87%) 0.00
Increased by 0.00%
Feb 28, 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 (1.24%) 0.00
Increased by 0.00%
Mar 31, 24
14 Fidelity Global Equity+ Fund - F8 1.22M (1.23%) 9.41K
Increased by +0.77%
Dec 31, 25
15 Vanguard Developed Markets Index Admiral 1.19M (1.20%) 8.87K
Increased by +0.74%
Feb 28, 26
16 Nuveen International Opps Prem 1.15M (1.16%) 0.00
Increased by 0.00%
Jan 31, 25
17 TIAA-CREF International Opps Prem 1.15M (1.16%) 0.00
Increased by 0.00%
Dec 31, 23
18 Fidelity Small Cap Growth 1.11M (1.12%) 359.20K
Increased by +32.31%
Nov 30, 23
19 Empire Life Asset Allocation - Class A 1.10M (1.11%) -57.29K
Decreased by -5.19%
Sep 30, 25
20 BlackRock Global Equity Mkt Netrl Instl 1.09M (1.10%) -110.27K
Decreased by -10.14%
Feb 28, 26