Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ERSX 2.08%
2 IZRL 1.58%
3 VFIN 0.79%
4 IBUY 0.71%
5 XITK 0.70%
6 FFTY 0.50%
7 GIGE 0.40%
8 ITEQ 0.37%
9 SOCL 0.15%
10 ISRA 0.13%
11 GWX 0.13%
12 EIS 0.08%
13 PRFZ 0.02%
14 SCZ 0.01%
15 HSCZ 0.01%
16 SPDW 0.01%
17 WSML 0.00%
18 SPGM 0.00%
19 IXUS 0.00%
20 IDEV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ameriprise Financial Inc 2.49M (8.22%) -200.42K
Decreased by -8.05%
 Dec 31, 25
2 Capital Research & Mgmt Co - Division 3 1.52M (5.02%) 0.00
Increased by 0.00%
 Dec 31, 25
3 Engine Capital Management LP 1.34M (4.42%) 588.22K
Increased by +43.94%
 Mar 31, 26
4 Morgan Stanley - Brokerage Accounts 1.22M (4.04%) 825.08K
Increased by +67.45%
 Dec 31, 25
5 Wellington Management Company LLP 1.12M (3.68%) 75.15K
Increased by +6.74%
 Dec 31, 25
6 BlackRock Inc 1.06M (3.51%) 137.90K
Increased by +12.99%
 Dec 31, 25
7 Avory & Company, LLC 962.06K (3.18%) -101.95K
Decreased by -10.60%
 Dec 31, 25
8 Citadel Advisors Llc 945.41K (3.12%) 588.59K
Increased by +62.26%
 Sep 30, 25
9 Sparta 24 Ltd. 939.09K (3.10%) 939.09K
Increased by +100.00%
 Mar 31, 26
10 Acadian Asset Management LLC 816.87K (2.70%) 815.27K
Increased by +99.80%
 Mar 31, 26
11 Renaissance Technologies Corp 731.66K (2.42%) 151.20K
Increased by +20.67%
 Mar 31, 26
12 Greenhouse Funds LLLP 726.73K (2.40%) 162.07K
Increased by +22.30%
 Mar 31, 24
13 The Goldman Sachs Group Inc 711.25K (2.35%) 76.08K
Increased by +10.70%
 Dec 31, 25
14 Federated Hermes Inc 710.00K (2.35%) -30.00K
Decreased by -4.23%
 Dec 31, 25
15 Baillie Gifford & Co Limited. 666.75K (2.20%) -153.80K
Decreased by -23.07%
 Mar 31, 24
16 Analyst IMS Investment Management Services Ltd. 658.73K (2.18%) 40.00K
Increased by +6.07%
 Mar 31, 26
17 Arrowstreet Capital Limited Partnership 619.33K (2.05%) -221.25K
Decreased by -35.72%
 Dec 31, 25
18 Deer Management Co. LLC 561.43K (1.85%) 0.00
Increased by 0.00%
 Dec 31, 25
19 Chevy Chase Trust Holdings, Inc. 515.39K (1.70%) -422.26K
Decreased by -81.93%
 Jun 30, 25
20 Contour Asset Management LLC 513.28K (1.70%) 513.28K
Increased by +100.00%
 Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.52M (5.02%) 0.00
Increased by 0.00%
 Dec 31, 25
2 Federated Hermes Kaufmann Small Cap A 700.00K (2.31%) -40.00K
Decreased by -5.71%
 Dec 31, 25
3 Federated Hermes Kaufmann Small Cap Grow 700.00K (2.31%) -40.00K
Decreased by -5.71%
 Dec 31, 25
4 Columbia Seligman Global Tech A 474.73K (1.57%) 0.00
Increased by 0.00%
 Apr 30, 26
5 Columbia Seligman Tech & Info A 390.80K (1.29%) 367.83K
Increased by +94.12%
 Oct 31, 24
6 Invenomic Institutional 355.79K (1.18%) -29.80K
Decreased by -8.38%
 Jan 31, 26
7 Vanguard International Explorer Inv 337.55K (1.11%) 0.00
Increased by 0.00%
 Mar 31, 26
8 Wellington Intl Small Cap Research 326.06K (1.08%) -4.13K
Decreased by -1.27%
 Dec 31, 25
9 iShares Core MSCI EAFE ETF 315.02K (1.04%) 0.00
Increased by 0.00%
 Apr 30, 26
10 Edinburgh Worldwide Ord 286.56K (0.95%) -2.00
Decreased by -0.00%
 Jan 31, 24
11 Wellington CIF II SMID Cap Research S3 282.82K (0.93%) 39.07K
Increased by +13.81%
 Dec 31, 24
12 Baron Global Advantage Institutional 276.08K (0.91%) -47.23K
Decreased by -17.11%
 Jun 30, 25
13 Baron Global Advantage Strategy 276.08K (0.91%) -47.23K
Decreased by -17.11%
 Jun 30, 25
14 Wellington CIF II SMID Cap Research 275.17K (0.91%) -7.65K
Decreased by -2.78%
 Mar 31, 25
15 Baron Global Opportunity Institutional 231.62K (0.77%) 0.00
Increased by 0.00%
 Mar 31, 26
16 Baron Global Opportunity Strategy 231.62K (0.77%) 0.00
Increased by 0.00%
 Mar 31, 26
17 ARK Israel Innovative Technology ETF 202.04K (0.67%) 0.00
Increased by 0.00%
 Apr 30, 26
18 BlackRock Innovat and Growth Term ord 195.96K (0.65%) 0.00
Increased by 0.00%
 Dec 31, 23
19 CT (Lux) Global Tech DU 195.23K (0.64%) 0.00
Increased by 0.00%
 Mar 31, 26
20 Nordea 2 - BetaPlus Enh GlSCap Eq BI USD 194.55K (0.64%) -5.78K
Decreased by -2.97%
 Mar 31, 26