Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XMX 9.14%
2 ITEQ 6.61%
3 FMCX 4.94%
4 RVER 4.82%
5 DAT 4.46%
6 IVES 4.25%
7 NEWZ 4.03%
8 EIS 3.81%
9 ISRA 3.40%
10 BIGD 2.81%
11 FORH 2.57%
12 GURI 2.04%
13 FCLD 1.81%
14 ROBT 1.61%
15 IZRL 1.58%
16 GINX 1.40%
17 AGIX 1.04%
18 RISN 1.03%
19 LOWV 0.99%
20 AIBU 0.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Barrow Hanley Mewhinney & Strauss LLC 2.26M (3.59%) 416.75K
Increased by +18.40%
Mar 31, 25
2 Groupama Asset Management 2.00M (3.17%) 0.00
Increased by 0.00%
Mar 31, 25
3 Migdal Insurance & Financial Holdings Ltd 1.77M (2.80%) 193.00K
Increased by +10.93%
Mar 31, 25
4 Capital Research Global Investors 1.70M (2.70%) -1.14M
Decreased by -66.99%
Dec 31, 24
5 Capital Research & Mgmt Co - Division 3 1.67M (2.65%) -464.43K
Decreased by -27.79%
Mar 31, 24
6 Boston Partners Global Investors, Inc 1.67M (2.65%) 151.53K
Increased by +9.07%
Dec 31, 24
7 MENORA MIVTACHIM HOLDINGS LIMITED 1.66M (2.63%) 0.00
Increased by 0.00%
Mar 31, 25
8 Black Creek Investment Management Inc 1.64M (2.61%) -148.11K
Decreased by -9.02%
Mar 31, 25
9 HMI Capital Management, L.P. 1.58M (2.51%) -61.70K
Decreased by -3.90%
Mar 31, 25
10 Clal Insurance Enterprises Holdings Ltd 1.44M (2.28%) -366.60K
Decreased by -25.53%
Mar 31, 25
11 Phoenix Financial Ltd 1.40M (2.23%) -46.86K
Decreased by -3.34%
Mar 31, 25
12 Phoenix Holdings Ltd 1.38M (2.18%) 79.77K
Increased by +5.80%
Mar 31, 24
13 Artisan Partners Limited Partnership 1.06M (1.67%) -231.41K
Decreased by -21.93%
Mar 31, 25
14 Vulcan Value Partners, LLC 1.05M (1.66%) 91.93K
Increased by +8.79%
Mar 31, 25
15 Amvescap Plc. 1.02M (1.63%) -264.96K
Decreased by -25.86%
Mar 31, 25
16 Massachusetts Financial Services Company 1.01M (1.61%) -18.06K
Decreased by -1.78%
Mar 31, 25
17 BlackRock Inc 960.17K (1.52%) 91.27K
Increased by +9.51%
Mar 31, 24
18 UBS Asset Mgmt Americas Inc 908.01K (1.44%) 623.01K
Increased by +68.61%
Mar 31, 25
19 RGM Capital LLC 826.66K (1.31%) 65.54K
Increased by +7.93%
Mar 31, 25
20 FMR Inc 815.79K (1.29%) -756.83K
Decreased by -92.77%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Inst Mid Cap Growth CF 1.21M (1.92%) 0.00
Increased by 0.00%
Dec 31, 23
2 American Funds Growth Fund of Amer A 924.99K (1.47%) -82.13K
Decreased by -8.88%
Dec 31, 24
3 Capital Group Growth Fnd of Amer Comp 924.99K (1.47%) -82.13K
Decreased by -8.88%
Dec 31, 24
4 Capital Group New Perspective Comp 819.70K (1.30%) -208.86K
Decreased by -25.48%
Mar 31, 24
5 CI Global Leaders Fund D 790.35K (1.25%) 0.00
Increased by 0.00%
Dec 31, 24
6 American Funds AMCAP A 741.22K (1.18%) 0.00
Increased by 0.00%
Dec 31, 24
7 Capital Group AMCAP Composite 741.22K (1.18%) 0.00
Increased by 0.00%
Dec 31, 24
8 VA CollegeAmerica Amcap 529A 741.22K (1.18%) -1.05M
Decreased by -141.86%
Sep 30, 24
9 Artisan International Small-Mid Investor 715.52K (1.14%) -133.81K
Decreased by -18.70%
Mar 31, 25
10 Artisan Non-U.S. Small-Mid Growth Comp 715.52K (1.14%) -133.81K
Decreased by -18.70%
Mar 31, 25
11 American Funds Europacific Growth A 704.30K (1.12%) -469.78K
Decreased by -66.70%
Sep 30, 24
12 Capital Group EuroPacific Growth Comp 704.30K (1.12%) -469.78K
Decreased by -66.70%
Sep 30, 24
13 MFS International Intrinsic Value A 637.26K (1.01%) 0.00
Increased by 0.00%
May 31, 25
14 Bridge Builder Large Cap Value 603.26K (0.96%) 0.00
Increased by 0.00%
May 31, 25
15 Janus Henderson Enterprise D 593.03K (0.94%) -465.95K
Decreased by -78.57%
May 31, 24
16 Barrow Hanley Global Value Equity 579.62K (0.92%) 84.35K
Increased by +14.55%
Mar 31, 25
17 Parnassus Value Equity Fund Composite 549.26K (0.87%) 0.00
Increased by 0.00%
Mar 31, 25
18 Invesco Global A 520.17K (0.83%) 0.00
Increased by 0.00%
Apr 30, 25
19 Invesco OFI Global Equity 520.17K (0.83%) 0.00
Increased by 0.00%
Mar 31, 25
20 Parnassus Value Equity Investor 476.86K (0.76%) -72.40K
Decreased by -15.18%
May 31, 25