Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWD 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IYY 1000.00%
5 IYW 1000.00%
6 IWV 1000.00%
7 IWS 1000.00%
8 IWR 1000.00%
9 IRBO 1000.00%
10 ISCB 1000.00%
11 ISCG 1000.00%
12 ISCV 1000.00%
13 ITOT 1000.00%
14 IWB 1000.00%
15 DAT 5.02%
16 ADPV 4.24%
17 BIGY 2.06%
18 IVES 1.42%
19 FXL 1.23%
20 LSAF 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Canada Pension Plan Investment Board 73.45M (56.98%) 0.00
Increased by 0.00%
Sep 30, 23
2 Fidelity International Ltd 9.76M (7.57%) 2.05M
Increased by +20.99%
Sep 30, 23
3 Wellington Management Company LLP 8.84M (6.86%) -110.41K
Decreased by -1.25%
Sep 30, 23
4 BlackRock Inc 5.39M (4.19%) 5.29K
Increased by +0.10%
Sep 30, 23
5 Vanguard Group Inc 4.21M (3.27%) 42.58K
Increased by +1.01%
Sep 30, 23
6 Kennedy Capital Management Inc 1.21M (0.94%) 297.29K
Increased by +24.54%
Sep 30, 23
7 T. Rowe Price Associates, Inc. 1.19M (0.92%) -158.17K
Decreased by -13.32%
Sep 30, 23
8 Shannon River Fund Management LLC 810.39K (0.63%) 250.94K
Increased by +30.96%
Sep 30, 23
9 State Street Corporation 683.56K (0.53%) 16.31K
Increased by +2.39%
Sep 30, 23
10 Fuller & Thaler Asset Management Inc 682.25K (0.53%) 682.25K
Increased by +100.00%
Sep 30, 23
11 Geode Capital Management, LLC 665.86K (0.52%) 11.90K
Increased by +1.79%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 550.26K (0.43%) 171.13K
Increased by +31.10%
Sep 30, 23
13 Polygon Management Ltd 483.55K (0.38%) -63.36K
Decreased by -13.10%
Sep 30, 23
14 Charles Schwab Investment Management Inc 336.64K (0.26%) 14.73K
Increased by +4.38%
Sep 30, 23
15 Millennium Management LLC 250.34K (0.19%) -12.63K
Decreased by -5.04%
Sep 30, 23
16 Connor Clark & Lunn Inv Mgmt Ltd 239.44K (0.19%) 50.05K
Increased by +20.90%
Sep 30, 23
17 AQR Capital Management LLC 233.18K (0.18%) -37.77K
Decreased by -16.20%
Sep 30, 23
18 Clearline Capital LP 229.43K (0.18%) -10.33K
Decreased by -4.50%
Sep 30, 23
19 PEAK6 INVESTMENTS LP 218.40K (0.17%) 34.79K
Increased by +15.93%
Sep 30, 23
20 Jacobs Levy Equity Management, Inc. 218.12K (0.17%) -267.51K
Decreased by -122.64%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Global Technology A-Dis-EUR 5.74M (4.45%) -627.43K
Decreased by -10.93%
Nov 30, 23
2 Vanguard Explorer Inv 4.07M (3.16%) 194.91K
Increased by +4.79%
Sep 30, 23
3 Hartford MidCap Y 3.43M (2.66%) -54.55K
Decreased by -1.59%
Nov 30, 23
4 Fidelity Small Cap America Sr B 1.35M (1.05%) 222.78K
Increased by +16.48%
Sep 30, 23
5 Vanguard Total Stock Mkt Idx Inv 1.13M (0.87%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Small Cap Index 950.17K (0.74%) 2.89K
Increased by +0.30%
Nov 30, 23
7 BSF Global Event Driven Z2 USD 838.32K (0.65%) 0.00
Increased by 0.00%
Jun 30, 23
8 T. Rowe Price Integrated US Sm Gr Eq 794.90K (0.62%) 20.50K
Increased by +2.58%
Sep 30, 23
9 TRP Integrated US Small-Cap Gr Eq 794.90K (0.62%) 20.50K
Increased by +2.58%
Sep 30, 23
10 Vanguard Information Technology ETF 775.56K (0.60%) 11.37K
Increased by +1.47%
Nov 30, 23
11 Vanguard Small Cap Value Index Inv 659.50K (0.51%) 5.87K
Increased by +0.89%
Nov 30, 23
12 Hartford MidCap HLS IA 613.32K (0.48%) -5.37K
Decreased by -0.88%
Nov 30, 23
13 BlackRock High Yield Bond K 609.76K (0.47%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Greater Canada Sr F 609.25K (0.47%) 421.68K
Increased by +69.21%
Sep 30, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 571.41K (0.44%) 1.13K
Increased by +0.20%
Nov 30, 23
16 Northwestern Mutual Ser Mid Cap Gr Stk 569.18K (0.44%) -427.00
Decreased by -0.08%
Sep 30, 23
17 BlackRock Event Driven Equity Instl 539.49K (0.42%) 0.00
Increased by 0.00%
Nov 30, 23
18 Kennedy Small Cap Growth 423.54K (0.33%) -6.48K
Decreased by -1.53%
Dec 31, 23
19 BlackRock Strategic Income Opps Instl 345.17K (0.27%) 0.00
Increased by 0.00%
Jun 30, 23
20 AZ Fd1 AZ Equity - America A-AZ Fd Acc 340.94K (0.26%) -13.97K
Decreased by -4.10%
Nov 30, 23