Allocation by class
Portfolio Concentration
Top 3 weight
9.1%
Top 10 weight
22.6%
Voting Authority Distribution
Total shares with voting rights: 6.12B
Full voting authority
5.72B
shares
Joint voting authority
314.92M
shares
No voting authority
82.21M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 68.11M | SH | $17.28B 3.03% | 65.41M | 1.85M | 847.94K |
NVIDIA CORPORATIONDFND | COM | 99.02M | SH | $17.27B 3.03% | 95.95M | 2.33M | 735.03K |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 26.51M | SH | $17.24B 3.02% | 26.16M | 212.29K | 138.82K |
MICROSOFT CORPDFND | COM | 37.82M | SH | $14.00B 2.46% | 35.98M | 1.48M | 354.81K |
ISHARES TRDFND | CORE S&P500 ETF | 18.29M | SH | $11.95B 2.10% | 17.86M | 248.10K | 182.04K |
ROYAL BK CDADFND | COM | 73.05M | SH | $11.82B 2.07% | 64.96M | 8.09M | 5.60K |
TORONTO DOMINION BK ONTDFND | COM NEW | 119.09M | SH | $11.11B 1.95% | 110.48M | 8.59M | 24.48K |
ALPHABET INCDFND | CAP STK CL A | 35.64M | SH | $10.25B 1.80% | 34.83M | 516.92K | 296.30K |
AMAZON COM INCDFND | COM | 47.67M | SH | $9.93B 1.74% | 45.61M | 1.56M | 493.44K |
BANK MONTREAL MEDIUMDFND | COM | 58.55M | SH | $7.92B 1.39% | 54.62M | 3.92M | 7.94K |
BROADCOM INCDFND | COM | 23.83M | SH | $7.37B 1.29% | 22.69M | 921.33K | 219.72K |
JPMORGAN CHASE & CODFND | COM | 24.15M | SH | $7.10B 1.25% | 23.17M | 725.49K | 253.04K |
CANADIAN IMPERIAL BANK OF CODFND | COM | 74.32M | SH | $7.04B 1.24% | 68.53M | 5.80M | 847.00 |
CANADIAN NAT RES LTD MED TERDFND | COM | 137.86M | SH | $6.72B 1.18% | 127.35M | 10.50M | 4.10K |
ALPHABET INCDFND | CAP STK CL C | 22.72M | SH | $6.52B 1.14% | 21.19M | 1.27M | 260.52K |
INVESCO QQQ TRDFND | UNIT SER 1 | 10.90M | SH | $6.29B 1.10% | 10.71M | 110.31K | 71.26K |
BANK NOVA SCOTIA B CDFND | COM | 90.26M | SH | $6.26B 1.10% | 86.09M | 4.16M | 2.66K |
ENBRIDGE INCDFND | COM | 109.43M | SH | $5.92B 1.04% | 100.06M | 9.34M | 33.40K |
META PLATFORMS INCDFND | CL A | 10.23M | SH | $5.85B 1.03% | 9.84M | 319.79K | 63.05K |
TC ENERGY CORPDFND | COM | 92.34M | SH | $5.78B 1.01% | 86.33M | 6M | 12.82K |
ISHARES TRDFND | RUSSELL 2000 ETF | 23.03M | SH | $5.71B 1.00% | 22.85M | 27.44K | 150.81K |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 9.94M | SH | $4.76B 0.84% | 9.54M | 171.74K | 234.47K |
SUNCOR ENERGY INC NEWDFND | COM | 71.46M | SH | $4.72B 0.83% | 61.07M | 10.38M | 6.16K |
BROOKFIELD CORPDFND | CL A LTD VT SH | 113.77M | SH | $4.60B 0.81% | 103.99M | 9.77M | 11.20K |
CANADIAN PACIFIC KANSAS CITYDFND | COM | 53.04M | SH | $4.17B 0.73% | 48.57M | 4.46M | 6.53K |