Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XMX 9.14%
2 ITEQ 7.11%
3 FMCX 4.94%
4 RVER 4.82%
5 EIS 4.77%
6 ISRA 4.72%
7 IVES 4.25%
8 DAT 3.76%
9 BIGD 2.81%
10 FORH 2.63%
11 GURI 2.04%
12 ROBT 1.73%
13 GINX 1.40%
14 CHAT 1.17%
15 RISN 1.13%
16 AGIX 1.04%
17 QQJG 0.88%
18 THNQ 0.85%
19 PPIE 0.79%
20 RFFC 0.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 2.84M (4.49%) -1.66M
Decreased by -58.43%
Sep 30, 24
2 Groupama Asset Management 2.00M (3.17%) 2.00M
Increased by +100.00%
Sep 30, 24
3 Black Creek Investment Management Inc 1.94M (3.06%) 578.94K
Increased by +29.91%
Sep 30, 24
4 Clal Insurance Enterprises Holdings Ltd 1.86M (2.95%) -95.25K
Decreased by -5.11%
Sep 30, 24
5 Phoenix Financial Ltd 1.81M (2.87%) 304.70K
Increased by +16.83%
Sep 30, 24
6 Capital Research & Mgmt Co - Division 3 1.67M (2.64%) -464.43K
Decreased by -27.79%
Mar 31, 24
7 MENORA MIVTACHIM HOLDINGS LIMITED 1.62M (2.57%) 574.96K
Increased by +35.42%
Sep 30, 24
8 Boston Partners Global Investors, Inc 1.52M (2.40%) 291.56K
Increased by +19.20%
Sep 30, 24
9 Amvescap Plc. 1.51M (2.38%) 42.51K
Increased by +2.82%
Sep 30, 24
10 HMI Capital Management, L.P. 1.46M (2.30%) 774.32K
Increased by +53.17%
Sep 30, 24
11 Phoenix Holdings Ltd 1.38M (2.18%) 79.77K
Increased by +5.80%
Mar 31, 24
12 Artisan Partners Limited Partnership 1.32M (2.09%) -57.48K
Decreased by -4.35%
Sep 30, 24
13 Migdal Insurance & Financial Holdings Ltd 1.30M (2.05%) -79.19K
Decreased by -6.11%
Jun 30, 24
14 Bessemer Group Inc 1.15M (1.82%) 16.63K
Increased by +1.45%
Sep 30, 24
15 William Blair Investment Management, LLC 1.13M (1.79%) -23.50K
Decreased by -2.08%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 1.12M (1.77%) 587.63K
Increased by +52.43%
Jun 30, 24
17 Massachusetts Financial Services Company 1.04M (1.65%) -15.10K
Decreased by -1.45%
Sep 30, 24
18 Vulcan Value Partners, LLC 1.00M (1.59%) -184.28K
Decreased by -18.35%
Sep 30, 24
19 BlackRock Inc 960.17K (1.52%) 91.27K
Increased by +9.51%
Mar 31, 24
20 RGM Capital LLC 833.26K (1.32%) -217.85K
Decreased by -26.14%
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 1.01M (1.59%) 0.00
Increased by 0.00%
Sep 30, 24
3 Capital Group Growth Fnd of Amer Comp 1.01M (1.59%) 0.00
Increased by 0.00%
Sep 30, 24
4 Artisan International Small-Mid Investor 849.33K (1.34%) 0.00
Increased by 0.00%
Sep 30, 24
5 Artisan Non-U.S. Small-Mid Growth Comp 849.33K (1.34%) 0.00
Increased by 0.00%
Sep 30, 24
6 Capital Group New Perspective Comp 819.70K (1.30%) -208.86K
Decreased by -25.48%
Mar 31, 24
7 Capital Group AMCAP Composite 741.22K (1.17%) -1.05M
Decreased by -141.86%
Sep 30, 24
8 VA CollegeAmerica Amcap 529A 741.22K (1.17%) -1.05M
Decreased by -141.86%
Sep 30, 24
9 MFS International Intrinsic Value A 717.91K (1.14%) 0.00
Increased by 0.00%
Oct 31, 24
10 American Funds Europacific Growth A 704.30K (1.11%) -469.78K
Decreased by -66.70%
Sep 30, 24
11 Capital Group EuroPacific Growth Comp 704.30K (1.11%) -469.78K
Decreased by -66.70%
Sep 30, 24
12 Janus Henderson Enterprise D 593.03K (0.94%) -465.95K
Decreased by -78.57%
May 31, 24
13 CI Global Leaders Fund D 584.74K (0.93%) 37.00K
Increased by +6.33%
Jun 30, 24
14 JHancock Disciplined Value I 532.86K (0.84%) 0.00
Increased by 0.00%
Sep 30, 24
15 Invesco Global A 520.17K (0.82%) 0.00
Increased by 0.00%
Sep 30, 24
16 Invesco OFI Global Equity 520.17K (0.82%) 0.00
Increased by 0.00%
Sep 30, 24
17 Parnassus Value Equity Fund Composite 517.04K (0.82%) 0.00
Increased by 0.00%
Oct 31, 24
18 Parnassus Value Equity Investor 517.04K (0.82%) 0.00
Increased by 0.00%
Oct 31, 24
19 American Funds New Perspective A 438.29K (0.69%) -381.41K
Decreased by -87.02%
Jun 30, 24
20 Old Westbury Small & Mid Cap Strategies 434.28K (0.69%) 68.67K
Increased by +15.81%
Jul 31, 24