Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SUPL 3.75%
2 PIZ 1.22%
3 DSTX 0.94%
4 PID 0.93%
5 CZA 0.84%
6 IPKW 0.69%
7 CGDV 0.65%
8 EWC 0.60%
9 VIDI 0.55%
10 SCHC 0.54%
11 CGUS 0.53%
12 VSS 0.36%
13 VIGI 0.26%
14 IDHQ 0.17%
15 QINT 0.14%
16 ISZE 0.14%
17 IQLT 0.10%
18 IQDY 0.09%
19 IQIN 0.08%
20 MFDX 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 7.51M (9.25%) -511.70K
Decreased by -6.82%
Sep 30, 23
2 Capital Research Global Investors 5.99M (7.38%) -833.78K
Decreased by -13.92%
Sep 30, 23
3 FMR Inc 3.66M (4.51%) 75.08K
Increased by +2.05%
Sep 30, 23
4 HHG PLC 3.28M (4.04%) 121.26K
Increased by +3.70%
Sep 30, 23
5 Vanguard Group Inc 3.10M (3.82%) 55.55K
Increased by +1.79%
Sep 30, 23
6 Fidelity International Ltd 3.02M (3.72%) 2.17M
Increased by +71.83%
Sep 30, 23
7 Royal Bank of Canada 1.79M (2.20%) -297.85K
Decreased by -16.67%
Sep 30, 23
8 Bank of America Corp 1.78M (2.19%) 97.55K
Increased by +5.48%
Sep 30, 23
9 Caisse De Depot Et Placement Du Quebec 1.33M (1.64%) 1.33M
Increased by +100.00%
Sep 30, 23
10 Turtle Creek Asset Management Inc. 1.31M (1.62%) -226.80K
Decreased by -17.27%
Sep 30, 23
11 1832 Asset Management L.P 1.11M (1.37%) 191.31K
Increased by +17.27%
Sep 30, 23
12 Capital International Inc /ca/ 1.09M (1.35%) -35.10K
Decreased by -3.21%
Sep 30, 23
13 BMO Capital Markets Corp. 1.02M (1.25%) -18.15K
Decreased by -1.79%
Sep 30, 23
14 Bank of Montreal 1.02M (1.25%) -18.15K
Decreased by -1.79%
Sep 30, 23
15 Artemis Investment Management LLP 882.60K (1.09%) 547.09K
Increased by +61.99%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 732.05K (0.90%) 203.04K
Increased by +27.74%
Sep 30, 23
17 Manufacturers Life Insurance Co 649.89K (0.80%) -833.53K
Decreased by -128.26%
Sep 30, 23
18 Citadel Advisors Llc 638.66K (0.79%) 524.49K
Increased by +82.12%
Sep 30, 23
19 Acadian Asset Management LLC 635.86K (0.78%) 588.46K
Increased by +92.55%
Sep 30, 23
20 Connor Clark & Lunn Inv Mgmt Ltd 600.05K (0.74%) -29.44K
Decreased by -4.91%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Invmt Co of Amer A 3.27M (4.03%) -187.96K
Decreased by -5.75%
Sep 30, 23
2 Capital Group Investment Co of Amer Comp 3.27M (4.03%) -187.96K
Decreased by -5.75%
Sep 30, 23
3 American Funds Fundamental Invs A 2.54M (3.14%) -1.57K
Decreased by -0.06%
Sep 30, 23
4 Capital Group Fundamental Invtrs Comp 2.54M (3.14%) -1.57K
Decreased by -0.06%
Sep 30, 23
5 Janus Henderson Enterprise D 1.71M (2.11%) -5.79K
Decreased by -0.34%
Sep 30, 23
6 Janus Inst Mid Cap Growth CF 1.71M (2.11%) -5.79K
Decreased by -0.34%
Sep 30, 23
7 American Funds Europacific Growth A 1.67M (2.06%) -363.26K
Decreased by -21.77%
Sep 30, 23
8 Capital Group EuroPacific Growth Comp 1.67M (2.06%) -363.26K
Decreased by -21.77%
Sep 30, 23
9 American Funds SMALLCAP World A 1.16M (1.43%) -34.52K
Decreased by -2.97%
Sep 30, 23
10 American Funds American Mutual A 1.14M (1.40%) -351.49K
Decreased by -30.91%
Sep 30, 23
11 Capital Group American Mutual Comp 1.14M (1.40%) -351.49K
Decreased by -30.91%
Sep 30, 23
12 American Funds IS® Growth-Income 1 1.13M (1.39%) -259.83K
Decreased by -23.06%
Sep 30, 23
13 Capital Group Core Equity Composite 1.13M (1.39%) -259.83K
Decreased by -23.06%
Sep 30, 23
14 Vanguard Total Intl Stock Index Inv 1.12M (1.38%) 1.60K
Increased by +0.14%
Nov 30, 23
15 Janus Henderson Research D 1.01M (1.25%) 112.22K
Increased by +11.08%
Sep 30, 23
16 Janus Henderson US Research Growth Eq 1.01M (1.25%) 112.22K
Increased by +11.08%
Sep 30, 23
17 Fidelity Canadian Growth Company Sr B 936.40K (1.15%) 52.50K
Increased by +5.61%
Sep 30, 23
18 Fidelity® Small Cap Discovery 721.40K (0.89%) -39.00K
Decreased by -5.41%
Oct 31, 23
19 Vanguard Developed Markets Index Admiral 669.20K (0.82%) 7.27K
Increased by +1.09%
Nov 30, 23
20 Fidelity Special Situations Series F 609.40K (0.75%) 16.70K
Increased by +2.74%
Sep 30, 23