Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IZRL 1.93%
2 FDLS 1.01%
3 ITEQ 0.44%
4 EIS 0.14%
5 DLS 0.10%
6 SMLV 0.08%
7 DTH 0.05%
8 GWX 0.02%
9 AVDS 0.01%
10 SCZ 0.01%
11 DFSI 0.01%
12 DFAX 0.00%
13 ONEQ 0.00%
14 AVSD 0.00%
15 DXIV 0.00%
16 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%
Mar 31, 25
2 Harel Insurance Invests & Fin Srvcs Ltd 2.76M (10.64%) 2.76M
Increased by +100.00%
Mar 31, 25
3 Phoenix Holdings Ltd 711.61K (2.74%) 10.60K
Increased by +1.49%
Mar 31, 24
4 Phoenix Financial Ltd 689.24K (2.65%) 9.00K
Increased by +1.31%
Mar 31, 25
5 Wellington Management Company LLP 548.63K (2.11%) -134.72K
Decreased by -24.56%
Jun 30, 24
6 Renaissance Technologies Corp 420.01K (1.62%) 6.60K
Increased by +1.57%
Mar 31, 25
7 Truffle Hound Capital, LLC 300.00K (1.15%) -130.00K
Decreased by -43.33%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 261.37K (1.01%) 20.53K
Increased by +7.85%
Mar 31, 25
9 Y.D. More Investments Ltd 174.37K (0.67%) 31.53K
Increased by +18.08%
Mar 31, 25
10 Acadian Asset Management LLC 157.63K (0.61%) 157.54K
Increased by +99.94%
Mar 31, 25
11 Goldman Sachs Group Inc 154.54K (0.59%) -20.92K
Decreased by -13.54%
Mar 31, 25
12 ARK Investment Management LLC 153.87K (0.59%) -11.29K
Decreased by -7.33%
Mar 31, 25
13 Assenagon Asset Management SA 140.59K (0.54%) 140.59K
Increased by +100.00%
Sep 30, 24
14 Aptus Capital Advisors, LLC 116.01K (0.45%) -43.18K
Decreased by -37.22%
Sep 30, 23
15 Bank of New York Mellon Corp 112.34K (0.43%) -3.34K
Decreased by -2.97%
Mar 31, 25
16 JPMorgan Chase & Co 109.93K (0.42%) -2.85K
Decreased by -2.59%
Mar 31, 25
17 NAPLES GLOBAL ADVISORS, LLC 103.06K (0.40%) -40.27K
Decreased by -39.07%
Mar 31, 25
18 Paradiem, LLC 74.54K (0.29%) 19.86K
Increased by +26.64%
Sep 30, 23
19 Eagle Global Advisors, LLC 72.78K (0.28%) 0.00
Increased by 0.00%
Mar 31, 25
20 JANE STREET GROUP, LLC 62.22K (0.24%) 48.56K
Increased by +78.05%
Dec 31, 23

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 Yelin Lapidot Dividend Stocks IL 162.53K (0.63%) -414.00
Decreased by -0.25%
Oct 31, 23
4 iShares Core MSCI EAFE ETF 161.75K (0.62%) 0.00
Increased by 0.00%
May 31, 25
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 133.04K (0.51%) -18.00
Decreased by -0.01%
Apr 30, 25
8 ARK Israel Innovative Technology ETF 124.17K (0.48%) 0.00
Increased by 0.00%
May 29, 25
9 Yelin Lapidot 30/70 112.55K (0.43%) 0.00
Increased by 0.00%
Oct 31, 23
10 Yelin Lapidot Growth Equity IL 105.86K (0.41%) -4.79K
Decreased by -4.52%
Oct 31, 23
11 Pasternak Shoham Equity IL 99.99K (0.38%) -26.17K
Decreased by -26.17%
Oct 31, 24
12 AI Leaders C 95.95K (0.37%) 12.28K
Increased by +12.80%
Apr 30, 25
13 IBI Mehaka TA-90 IL 92.52K (0.36%) 1.15K
Increased by +1.24%
Oct 31, 24
14 Meitav TA Mid Cap Stocks IL 91.31K (0.35%) 2.11K
Increased by +2.31%
Nov 30, 23
15 iShares MSCI EAFE Small-Cap ETF 90.57K (0.35%) 0.00
Increased by 0.00%
May 31, 25
16 Yelin Lapidot Flexible 76.68K (0.30%) 0.00
Increased by 0.00%
Oct 31, 23
17 NT ACWI ex-US IMI Fd - DC - NL - 3 74.45K (0.29%) 63.99K
Increased by +85.95%
Dec 31, 24
18 Yelin Lapidot Value Stocks TA 125 IL 74.32K (0.29%) -3.14K
Decreased by -4.22%
Oct 31, 23
19 State St Gbl Sm Cp Eq ex-US Indx NL Cl A 73.53K (0.28%) 0.00
Increased by 0.00%
May 31, 25
20 Timothy Plan Israel Common Values A 72.78K (0.28%) 0.00
Increased by 0.00%
Mar 31, 25