Allocation by class
Portfolio Concentration
Top 3 weight
12.6%
Top 10 weight
26.1%
Voting Authority Distribution
Total shares with voting rights: 6.43B
Full voting authority
6.28B
shares
Joint voting authority
69.66M
shares
No voting authority
79.98M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 58.26M | SH | $43.51B 6.48% | 57.95M | 188.95K | 126.47K |
NVIDIA CORPORATIONDFND | COM | 104.89M | SH | $20.99B 3.13% | 103.40M | 764.04K | 732.94K |
APPLE INCDFND | COM | 69.12M | SH | $20.00B 2.98% | 67.65M | 637.87K | 830.88K |
ROYAL BK CDADFND | COM | 71.68M | SH | $14.84B 2.21% | 68.99M | 2.68M | 5.54K |
ALPHABET INCDFND | CAP STK CL A | 38.47M | SH | $13.75B 2.05% | 37.94M | 229.50K | 295.99K |
MICROSOFT CORPDFND | COM | 36.52M | SH | $13.62B 2.03% | 35.81M | 352.31K | 353.60K |
TORONTO DOMINION BK ONTDFND | COM NEW | 110.40M | SH | $13.41B 2.00% | 107.59M | 2.78M | 24.02K |
AMAZON COM INCDFND | COM | 54.06M | SH | $12.88B 1.92% | 53.14M | 427.38K | 485.96K |
ISHARES TRDFND | CORE S&P500 ETF | 15.51M | SH | $11.61B 1.73% | 15.23M | 93.86K | 182.92K |
INVESCO QQQ TRDFND | UNIT SER 1 | 14.45M | SH | $10.64B 1.58% | 14.37M | 4.92K | 69.22K |
BANK MONTREAL MEDIUMDFND | COM | 54.44M | SH | $9.62B 1.43% | 53.26M | 1.17M | 7.07K |
ALPHABET INCDFND | CAP STK CL C | 23.85M | SH | $8.43B 1.25% | 23.31M | 281.62K | 254.34K |
CANADIAN IMPERIAL BANK OF CODFND | COM | 71.05M | SH | $8.17B 1.22% | 69.65M | 1.40M | 777.00 |
BROADCOM INCDFND | COM | 20.78M | SH | $7.85B 1.17% | 20.34M | 224.04K | 210.70K |
JPMORGAN CHASE & CODFND | COM | 23.17M | SH | $7.58B 1.13% | 22.65M | 270.10K | 249.21K |
BANK NOVA SCOTIA B CDFND | COM | 83.50M | SH | $7.25B 1.08% | 81.68M | 1.81M | 2.88K |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 9.94M | SH | $6.83B 1.02% | 9.66M | 193.98K | 80.72K |
ENBRIDGE INCDFND | COM | 114.78M | SH | $6.22B 0.93% | 111.89M | 2.86M | 32.55K |
META PLATFORMS INCDFND | CL A | 10.47M | SH | $5.90B 0.88% | 10.34M | 62.92K | 67.11K |
CANADIAN NAT RES LTD MED TERDFND | COM | 148.83M | SH | $5.88B 0.88% | 146.14M | 2.69M | 4.15K |
ISHARES TRDFND | RUSSELL 2000 ETF | 19.27M | SH | $5.79B 0.86% | 19.11M | 17.23K | 147.03K |
TC ENERGY CORPDFND | COM | 82.31M | SH | $5.46B 0.81% | 80.70M | 1.59M | 13.08K |
ELI LILLY & CODFND | COM | 4.43M | SH | $5.32B 0.79% | 4.34M | 40.48K | 50.49K |
BROOKFIELD CORPDFND | CL A LTD VT SH | 118.08M | SH | $5.03B 0.75% | 114.39M | 3.67M | 11.67K |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 10.02M | SH | $5.01B 0.75% | 9.69M | 86.33K | 240.36K |