Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IZRL 1.94%
2 FDLS 1.15%
3 ITEQ 0.60%
4 EHLS 0.43%
5 EIS 0.14%
6 DLS 0.10%
7 SMLV 0.08%
8 DTH 0.05%
9 TDVI 0.05%
10 TDIV 0.04%
11 GWX 0.02%
12 AVDS 0.01%
13 SCZ 0.01%
14 DFSI 0.01%
15 DFAX 0.00%
16 ONEQ 0.00%
17 AVSD 0.00%
18 DXIV 0.00%
19 DFAI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Clal Insurance Enterprises Holdings Ltd 3.42M (13.17%) 0.00
Increased by 0.00%
Jun 30, 25
2 Harel Insurance Invests & Fin Srvcs Ltd 2.76M (10.64%) 0.00
Increased by 0.00%
Jun 30, 25
3 Phoenix Holdings Ltd 711.61K (2.74%) 10.60K
Increased by +1.49%
Mar 31, 24
4 Phoenix Financial Ltd 678.35K (2.61%) -10.89K
Decreased by -1.60%
Jun 30, 25
5 Wellington Management Company LLP 548.63K (2.11%) -134.72K
Decreased by -24.56%
Jun 30, 24
6 Renaissance Technologies Corp 377.81K (1.45%) -42.20K
Decreased by -11.17%
Jun 30, 25
7 Dimensional Fund Advisors, Inc. 270.71K (1.04%) 9.34K
Increased by +3.45%
Jun 30, 25
8 Y.D. More Investments Ltd 189.33K (0.73%) 14.96K
Increased by +7.90%
Jun 30, 25
9 Goldman Sachs Group Inc 180.31K (0.69%) 25.78K
Increased by +14.30%
Jun 30, 25
10 Truffle Hound Capital, LLC 178.30K (0.69%) -121.70K
Decreased by -68.26%
Jun 30, 25
11 Acadian Asset Management LLC 157.63K (0.61%) 157.54K
Increased by +99.94%
Mar 31, 25
12 Assenagon Asset Management SA 140.59K (0.54%) 140.59K
Increased by +100.00%
Sep 30, 24
13 Arrowstreet Capital Limited Partnership 126.28K (0.49%) 72.12K
Increased by +57.11%
Jun 30, 25
14 ARK Investment Management LLC 124.91K (0.48%) -28.96K
Decreased by -23.18%
Jun 30, 25
15 Aptus Capital Advisors, LLC 116.01K (0.45%) -43.18K
Decreased by -37.22%
Sep 30, 23
16 Bank of New York Mellon Corp 109.54K (0.42%) -2.81K
Decreased by -2.56%
Jun 30, 25
17 NAPLES GLOBAL ADVISORS, LLC 103.06K (0.40%) 0.00
Increased by 0.00%
Jun 30, 25
18 JPMorgan Chase & Co 88.90K (0.34%) -21.04K
Decreased by -23.66%
Jun 30, 25
19 Paradiem, LLC 74.54K (0.29%) 19.86K
Increased by +26.64%
Sep 30, 23
20 Eagle Global Advisors, LLC 72.78K (0.28%) 0.00
Increased by 0.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Highclere Int'l Smaller Companies Fund 802.78K (3.09%) -122.90K
Decreased by -15.31%
Dec 31, 23
2 Yelin Lapidot Equity IL 230.19K (0.89%) -2.95K
Decreased by -1.28%
Oct 31, 23
3 iShares Core MSCI EAFE ETF 165.98K (0.64%) 0.00
Increased by 0.00%
Aug 31, 25
4 Yelin Lapidot Dividend Stocks IL 162.53K (0.63%) -414.00
Decreased by -0.25%
Oct 31, 23
5 Wellington Emerging Companies 160.18K (0.62%) -36.20K
Decreased by -22.60%
Jun 30, 24
6 Harel HTF TA 90 IL 146.41K (0.56%) -2.07K
Decreased by -1.41%
Oct 31, 24
7 DFA International Small Company I 133.15K (0.51%) 75.00
Increased by +0.06%
Jul 31, 25
8 Yelin Lapidot 30/70 112.55K (0.43%) 0.00
Increased by 0.00%
Oct 31, 23
9 AB International Small Cap Z 110.96K (0.43%) 110.96K
Increased by +100.00%
Jul 31, 25
10 Yelin Lapidot Growth Equity IL 105.86K (0.41%) -4.79K
Decreased by -4.52%
Oct 31, 23
11 AI Leaders C 100.82K (0.39%) 0.00
Increased by 0.00%
Jul 31, 25
12 Pasternak Shoham Equity IL 99.99K (0.38%) -26.17K
Decreased by -26.17%
Oct 31, 24
13 ARK Israel Innovative Technology ETF 93.48K (0.36%) 0.00
Increased by 0.00%
Aug 28, 25
14 IBI Mehaka TA-90 IL 92.52K (0.36%) 1.15K
Increased by +1.24%
Oct 31, 24
15 Meitav TA Mid Cap Stocks IL 91.31K (0.35%) 2.11K
Increased by +2.31%
Nov 30, 23
16 iShares MSCI EAFE Small-Cap ETF 88.71K (0.34%) 0.00
Increased by 0.00%
Aug 31, 25
17 DFA International Core Equity 2 I 84.46K (0.33%) 4.71K
Increased by +5.58%
Jul 31, 25
18 Yelin Lapidot Flexible 76.68K (0.30%) 0.00
Increased by 0.00%
Oct 31, 23
19 NT ACWI ex-US IMI Fd - DC - NL - 3 74.45K (0.29%) 63.99K
Increased by +85.95%
Dec 31, 24
20 Yelin Lapidot Value Stocks TA 125 IL 74.32K (0.29%) -3.14K
Decreased by -4.22%
Oct 31, 23