Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSI 3.45%
2 ITEQ 3.03%
3 AFSC 2.78%
4 FFTY 1.82%
5 PSI 1.79%
6 IZRL 1.60%
7 ISRA 1.34%
8 EIS 1.03%
9 XITK 1.02%
10 VCAR 0.87%
11 MMSC 0.65%
12 ARTY 0.59%
13 TRFM 0.46%
14 FWD 0.42%
15 SMLV 0.35%
16 BULD 0.26%
17 SEIE 0.14%
18 ANEW 0.13%
19 SCZ 0.12%
20 HSCZ 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Advisors LP 2.73M (9.57%) -439.68K
Decreased by -16.12%
 Mar 31, 26
2 Harel Insurance Invests & Fin Srvcs Ltd 2.30M (8.08%) 636.77K
Increased by +27.66%
 Mar 31, 26
3 MENORA MIVTACHIM HOLDINGS LIMITED 2.07M (7.28%) -26.15K
Decreased by -1.26%
 Mar 31, 26
4 Migdal Insurance & Financial Holdings Ltd 1.93M (6.77%) 610.00K
Increased by +31.63%
 Mar 31, 26
5 Clal Insurance Enterprises Holdings Ltd 1.88M (6.59%) -21.34K
Decreased by -1.14%
 Mar 31, 26
6 Vanguard Group Inc 1.09M (3.81%) 7.22K
Increased by +0.66%
 Dec 31, 25
7 FMR Inc 979.70K (3.44%) -274.55K
Decreased by -28.02%
 Mar 31, 26
8 UBS Asset Mgmt Americas Inc 872.73K (3.06%) -142.58K
Decreased by -16.34%
 Jun 30, 25
9 Morgan Stanley - Brokerage Accounts 861.13K (3.02%) 545.02K
Increased by +63.29%
 Jun 30, 24
10 Y.D. More Investments Ltd 783.37K (2.75%) 134.79K
Increased by +17.21%
 Mar 31, 26
11 Vanguard Capital Management, LLC 776.74K (2.73%) 776.74K
Increased by +100.00%
 Mar 31, 26
12 Acadian Asset Management LLC 729.28K (2.56%) -61.99K
Decreased by -8.50%
 Mar 31, 24
13 JPMorgan Chase & Co 718.05K (2.52%) 89.03K
Increased by +12.40%
 Jun 30, 24
14 Analog Century Management LP 693.72K (2.43%) 89.46K
Increased by +12.90%
 Dec 31, 25
15 Whale Rock Capital Management LLC 679.16K (2.38%) 679.16K
Increased by +100.00%
 Sep 30, 23
16 Brown Capital Management, LLC 620.10K (2.18%) -454.95K
Decreased by -73.37%
 Mar 31, 26
17 Hood River Capital Management LLC 585.24K (2.05%) -106.54K
Decreased by -18.20%
 Jun 30, 24
18 Wasatch Advisors Inc. 502.90K (1.76%) -11.91K
Decreased by -2.37%
 Sep 30, 23
19 Federated Hermes Inc 490.50K (1.72%) -119.50K
Decreased by -24.36%
 Mar 31, 26
20 Credit Suisse First Boston (CSFB) 458.74K (1.61%) 16.76K
Increased by +3.65%
 Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Core Growth 639.80K (2.25%) -29.58K
Decreased by -4.62%
 Mar 31, 26
2 Federated Hermes Kaufmann Small Cap A 490.50K (1.72%) -119.50K
Decreased by -24.36%
 Mar 31, 26
3 Federated Hermes Kaufmann Small Cap Grow 490.50K (1.72%) -119.50K
Decreased by -24.36%
 Mar 31, 26
4 CS (Lux) Robotics Equity SB USD 420.00K (1.47%) 20.00K
Increased by +4.76%
 Feb 29, 24
5 Fidelity Global Innovators Cl F 417.32K (1.46%) -2.49K
Decreased by -0.60%
 Mar 31, 26
6 Vanguard Total Intl Stock Index Inv 411.09K (1.44%) 381.00
Increased by +0.09%
 Apr 30, 26
7 Putnam US Small Cap Growth Managed Acct 362.44K (1.27%) 2.40K
Increased by +0.66%
 Jun 30, 25
8 Hood River Small-Cap Growth Instl 347.80K (1.22%) -31.93K
Decreased by -9.18%
 Jun 30, 24
9 Bridge Builder Small/Mid Cap Growth 336.90K (1.18%) -77.73K
Decreased by -23.07%
 Jun 30, 24
10 Lord Abbett Developing Growth A 303.25K (1.06%) -76.62K
Decreased by -25.27%
 Sep 30, 24
11 Brown Capital Mgmt Intl Sm Co Inv 302.06K (1.06%) -317.17K
Decreased by -105.00%
 Mar 31, 26
12 UBS (Lux) AI and Robotics Equity SB USD 300.00K (1.05%) -147.36K
Decreased by -49.12%
 Jan 31, 25
13 Invesco Semiconductors ETF 285.93K (1.00%) 3.86K
Increased by +1.35%
 May 29, 26
14 Vanguard Developed Markets Index Admiral 273.95K (0.96%) 472.00
Increased by +0.17%
 Apr 30, 26
15 Wasatch Small Cap Growth Investor 265.29K (0.93%) -100.72K
Decreased by -37.96%
 Mar 31, 26
16 First Wilshire US SCV Equities SMA 247.87K (0.87%) 85.52K
Increased by +34.50%
 Jun 30, 25
17 Heptagon Driehaus US Micro Cap Eq C$ Acc 228.87K (0.80%) -15.54K
Decreased by -6.79%
 Mar 31, 24
18 iShares Core MSCI EAFE ETF 214.68K (0.75%) 0.00
Increased by 0.00%
 May 29, 26
19 Oberweis Micro-Cap 213.58K (0.75%) 0.00
Increased by 0.00%
 Mar 31, 26
20 Oberweis Micro-Cap Growth 213.58K (0.75%) 0.00
Increased by 0.00%
 Mar 31, 26