Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EASI 2.70%
2 IZRL 1.56%
3 ERSX 1.24%
4 DEEP 1.00%
5 DVP 1.00%
6 ITEQ 0.30%
7 PZI 0.29%
8 SMLV 0.10%
9 DLS 0.04%
10 CCSO 0.03%
11 GWX 0.02%
12 SCHC 0.01%
13 VSS 0.01%
14 DFAX 0.00%
15 AVSD 0.00%
16 DFAI 0.00%
17 VEA 0.00%
18 VSGX 0.00%
19 VT 0.00%
20 VXUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 RIMA MANAGEMENT, LLC 2.58M (13.05%) -25.16K
Decreased by -0.98%
Mar 31, 25
2 Value Base Ltd. 2.02M (10.22%) 0.00
Increased by 0.00%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 1.27M (6.42%) -684.04K
Decreased by -53.93%
Mar 31, 25
4 Acadian Asset Management LLC 1.19M (6.02%) 1.19M
Increased by +100.00%
Mar 31, 25
5 Vanguard Group Inc 888.85K (4.50%) 29.11K
Increased by +3.28%
Mar 31, 25
6 Heartland Advisors Inc 880.25K (4.46%) 21.65K
Increased by +2.46%
Mar 31, 25
7 Arrowstreet Capital Limited Partnership 567.58K (2.87%) 39.81K
Increased by +7.01%
Mar 31, 25
8 Taylor Frigon Capital Management LLC 355.86K (1.80%) -40.05K
Decreased by -11.25%
Dec 31, 24
9 Phoenix Holdings Ltd 294.00K (1.49%) -515.24K
Decreased by -175.25%
Sep 30, 23
10 Harel Insurance Invests & Fin Srvcs Ltd 247.81K (1.25%) -43.50K
Decreased by -17.55%
Sep 30, 24
11 William Blair Investment Management, LLC 241.39K (1.22%) -1.16M
Decreased by -478.53%
Sep 30, 24
12 Invenomic Capital Management, LP 234.27K (1.19%) 234.27K
Increased by +100.00%
Sep 30, 23
13 Goldman Sachs Group Inc 231.52K (1.17%) 132.61K
Increased by +57.28%
Jun 30, 24
14 Walleye Trading Advisors, LLC 229.81K (1.16%) -5.47K
Decreased by -2.38%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 223.50K (1.13%) -7.03K
Decreased by -3.14%
Mar 31, 25
16 JPMorgan Chase & Co 208.07K (1.05%) 101.41K
Increased by +48.74%
Sep 30, 24
17 D. E. Shaw & Co LP 190.34K (0.96%) 30.61K
Increased by +16.08%
Dec 31, 24
18 LAPIDES ASSET MANAGEMENT, LLC 187.70K (0.95%) -51.90K
Decreased by -27.65%
Jun 30, 23
19 ARK Investment Management LLC 185.12K (0.94%) 0.00
Increased by 0.00%
Mar 31, 25
20 Essex Investment Management Company, LLC 174.52K (0.88%) 2.70K
Increased by +1.55%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Heartland Value Investor 700.00K (3.54%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Intl Stock Index Inv 348.86K (1.77%) 0.00
Increased by 0.00%
Apr 30, 25
3 Pasternak Shoham Equity IL 264.44K (1.34%) 264.44K
Increased by +100.00%
Oct 31, 24
4 Vanguard Developed Markets Index Admiral 218.99K (1.11%) 0.00
Increased by 0.00%
Apr 30, 25
5 Invenomic Institutional 214.88K (1.09%) 190.07K
Increased by +88.45%
Oct 31, 23
6 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 183.51K (0.93%) 0.00
Increased by 0.00%
Apr 30, 25
7 ARK Israel Innovative Technology ETF 181.86K (0.92%) 0.00
Increased by 0.00%
May 29, 25
8 Acadian Non-US Small-Cap Developed Eqty 179.99K (0.91%) 179.99K
Increased by +100.00%
Mar 31, 24
9 TFCM Core Growth 174.99K (0.89%) -581.00
Decreased by -0.33%
Oct 31, 23
10 Harel HTF TA 90 IL 132.57K (0.67%) -1.88K
Decreased by -1.42%
Oct 31, 24
11 VP Partners Small Cap Value 3 115.53K (0.58%) -7.34K
Decreased by -6.36%
Jun 30, 24
12 Dolphin 90/10 IL 103.80K (0.53%) 287.00
Increased by +0.28%
Oct 31, 24
13 Opus Small Cap Value Plus ETF 101.09K (0.51%) -20.17K
Decreased by -19.96%
Apr 30, 24
14 Taylor Frigon Core Growth 94.81K (0.48%) 0.00
Increased by 0.00%
Nov 30, 24
15 Vanguard FTSE All-Wld ex-US SmCp Idx Ins 86.44K (0.44%) 0.00
Increased by 0.00%
Apr 30, 25
16 IBI Mehaka TA-90 IL 83.77K (0.42%) 1.04K
Increased by +1.24%
Oct 31, 24
17 PTF TA-90 IL 77.92K (0.39%) 25.95K
Increased by +33.31%
Jan 31, 24
18 Dolphin Stocks IL 77.25K (0.39%) 19.75K
Increased by +25.56%
Oct 31, 24
19 Migdal T.A 125 Equity IL 73.76K (0.37%) -4.14K
Decreased by -5.61%
Aug 31, 24
20 MTF TR TA-90 IL 62.96K (0.32%) 1.79K
Increased by +2.84%
Oct 31, 24