Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XMX 9.14%
2 ITEQ 5.08%
3 FMCX 4.94%
4 RVER 4.82%
5 IVES 4.25%
6 NEWZ 3.80%
7 DAT 3.39%
8 BIGD 2.81%
9 EIS 2.78%
10 ISRA 2.56%
11 GURI 2.04%
12 FORH 1.94%
13 IZRL 1.77%
14 FCLD 1.57%
15 OAIM 1.42%
16 GINX 1.40%
17 ROBT 1.27%
18 IFLO 1.15%
19 AGIX 1.04%
20 RISN 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Barrow Hanley Mewhinney & Strauss LLC 2.70M (4.36%) 431.42K
Increased by +16.00%
Jun 30, 25
2 Groupama Asset Management 2.00M (3.24%) 0.00
Increased by 0.00%
Jun 30, 25
3 Migdal Insurance & Financial Holdings Ltd 1.83M (2.96%) 65.42K
Increased by +3.57%
Jun 30, 25
4 Capital Research Global Investors 1.70M (2.75%) -1.14M
Decreased by -66.99%
Dec 31, 24
5 Capital Research & Mgmt Co - Division 3 1.67M (2.70%) -464.43K
Decreased by -27.79%
Mar 31, 24
6 Boston Partners Global Investors, Inc 1.67M (2.70%) 151.53K
Increased by +9.07%
Dec 31, 24
7 MENORA MIVTACHIM HOLDINGS LIMITED 1.66M (2.69%) 0.00
Increased by 0.00%
Jun 30, 25
8 Black Creek Investment Management Inc 1.41M (2.28%) -235.22K
Decreased by -16.71%
Jun 30, 25
9 Phoenix Holdings Ltd 1.38M (2.23%) 79.77K
Increased by +5.80%
Mar 31, 24
10 HMI Capital Management, L.P. 1.35M (2.19%) -228.50K
Decreased by -16.89%
Jun 30, 25
11 Lazard Asset Management LLC 1.23M (1.98%) 659.17K
Increased by +53.73%
Jun 30, 25
12 Phoenix Financial Ltd 1.18M (1.91%) -222.94K
Decreased by -18.90%
Jun 30, 25
13 Clal Insurance Enterprises Holdings Ltd 1.13M (1.83%) -304.02K
Decreased by -26.85%
Jun 30, 25
14 Amvescap Plc. 1.01M (1.64%) -12.59K
Decreased by -1.24%
Jun 30, 25
15 Artisan Partners Limited Partnership 991.15K (1.60%) -64.20K
Decreased by -6.48%
Jun 30, 25
16 Morgan Stanley - Brokerage Accounts 966.70K (1.56%) 173.34K
Increased by +17.93%
Jun 30, 25
17 BlackRock Inc 960.17K (1.55%) 91.27K
Increased by +9.51%
Mar 31, 24
18 Massachusetts Financial Services Company 914.42K (1.48%) -99.99K
Decreased by -10.94%
Jun 30, 25
19 UBS Asset Mgmt Americas Inc 908.01K (1.47%) 623.01K
Increased by +68.61%
Mar 31, 25
20 Vulcan Value Partners, LLC 841.14K (1.36%) -204.95K
Decreased by -24.37%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Inst Mid Cap Growth CF 1.21M (1.96%) 0.00
Increased by 0.00%
Dec 31, 23
2 American Funds Growth Fund of Amer A 924.99K (1.50%) -82.13K
Decreased by -8.88%
Dec 31, 24
3 Capital Group Growth Fnd of Amer Comp 924.99K (1.50%) -82.13K
Decreased by -8.88%
Dec 31, 24
4 Capital Group New Perspective Comp 819.70K (1.33%) -208.86K
Decreased by -25.48%
Mar 31, 24
5 CI Global Leaders Fund D 790.35K (1.28%) 0.00
Increased by 0.00%
Dec 31, 24
6 American Funds AMCAP A 741.22K (1.20%) 0.00
Increased by 0.00%
Dec 31, 24
7 Capital Group AMCAP Composite 741.22K (1.20%) 0.00
Increased by 0.00%
Dec 31, 24
8 VA CollegeAmerica Amcap 529A 741.22K (1.20%) -1.05M
Decreased by -141.86%
Sep 30, 24
9 Barrow Hanley Global Value Equity 711.27K (1.15%) 131.65K
Increased by +18.51%
Jun 30, 25
10 American Funds Europacific Growth A 704.30K (1.14%) -469.78K
Decreased by -66.70%
Sep 30, 24
11 Capital Group EuroPacific Growth Comp 704.30K (1.14%) -469.78K
Decreased by -66.70%
Sep 30, 24
12 Fidelity Global Technology A-Dis-EUR 665.92K (1.08%) 296.74K
Increased by +44.56%
Jul 31, 25
13 Artisan International Small-Mid Investor 659.53K (1.07%) -55.99K
Decreased by -8.49%
Jun 30, 25
14 Artisan Non-U.S. Small-Mid Growth Comp 659.53K (1.07%) -55.99K
Decreased by -8.49%
Jun 30, 25
15 Bridge Builder Large Cap Value 603.26K (0.98%) 0.00
Increased by 0.00%
Aug 31, 25
16 Janus Henderson Enterprise D 593.03K (0.96%) -465.95K
Decreased by -78.57%
May 31, 24
17 MFS International Intrinsic Value A 563.18K (0.91%) -74.08K
Decreased by -13.15%
Jul 31, 25
18 Invesco Global A 520.17K (0.84%) 0.00
Increased by 0.00%
Jul 31, 25
19 Invesco OFI Global Equity 520.17K (0.84%) 0.00
Increased by 0.00%
Jun 30, 25
20 JHancock Disciplined Value I 472.97K (0.77%) -114.65K
Decreased by -24.24%
Jan 31, 25