Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITEQ 10.02%
2 MAKX 6.11%
3 EIS 5.38%
4 TINY 4.69%
5 ISRA 4.26%
6 BAI 3.90%
7 PSI 3.21%
8 CPAI 2.65%
9 GURI 2.34%
10 IMOM 2.16%
11 MCSE 1.90%
12 QTUM 1.77%
13 IZRL 1.61%
14 XITK 1.39%
15 SEMI 1.27%
16 AIS 1.24%
17 TTEQ 1.14%
18 CGV 1.11%
19 AGIX 1.09%
20 FFTY 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Clal Insurance Enterprises Holdings Ltd 4.82M (4.29%) 4.82M
Increased by +100.00%
 Dec 31, 25
2 T. Rowe Price Associates, Inc. 4.68M (4.17%) 4.54M
Increased by +96.99%
 Dec 31, 25
3 Vanguard Group Inc 4.34M (3.86%) 53.11K
Increased by +1.22%
 Dec 31, 25
4 RIMA MANAGEMENT, LLC 3.97M (3.53%) -1.63M
Decreased by -41.05%
 Dec 31, 25
5 BlackRock Inc 3.91M (3.48%) -261.00K
Decreased by -6.68%
 Dec 31, 25
6 Phoenix Financial Ltd 3.83M (3.41%) 3.83M
Increased by +100.00%
 Dec 31, 25
7 Migdal Insurance & Financial Holdings Ltd 3.00M (2.67%) 3.00M
Increased by +100.00%
 Dec 31, 25
8 Harel Insurance Invests & Fin Srvcs Ltd 2.32M (2.06%) 0.00
Increased by 0.00%
 Dec 31, 25
9 Capital Research & Mgmt Co - Division 3 1.90M (1.69%) 1.90M
Increased by +100.00%
 Dec 31, 25
10 Meitav Dash Investments Ltd 1.88M (1.68%) -384.73K
Decreased by -20.42%
 Dec 31, 25
11 MENORA MIVTACHIM HOLDINGS LIMITED 1.70M (1.52%) -323.96K
Decreased by -19.02%
 Sep 30, 25
12 Point72 Asset Management, L.P. 1.61M (1.44%) -1.21M
Decreased by -75.00%
 Dec 31, 25
13 Turiya Advisors Asia Ltd 1.47M (1.31%) 1.47M
Increased by +100.00%
 Dec 31, 25
14 Shannon River Fund Management LLC 1.47M (1.31%) 1.47M
Increased by +100.00%
 Jun 30, 25
15 Victory Capital Management Inc. 1.42M (1.26%) -837.92K
Decreased by -59.14%
 Sep 30, 25
16 Jennison Associates LLC 1.40M (1.24%) -932.84K
Decreased by -66.68%
 Dec 31, 25
17 Wellington Management Company LLP 1.35M (1.20%) -756.79K
Decreased by -56.01%
 Dec 31, 25
18 Barrow Hanley Mewhinney & Strauss LLC 1.34M (1.19%) -544.08K
Decreased by -40.66%
 Sep 30, 25
19 Amvescap Plc. 1.31M (1.17%) -286.54K
Decreased by -21.87%
 Dec 31, 25
20 ING Investment Management LLC 1.16M (1.03%) -676.81K
Decreased by -58.38%
 Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares A.I. Innovation and Tech Act ETF 2.53M (2.25%) 9.45K
Increased by +0.37%
 Apr 29, 26
2 Victory Sycamore Small Company Opp R 1.66M (1.48%) 177.00K
Increased by +10.68%
 Jun 30, 25
3 Vanguard Total Intl Stock Index Inv 1.63M (1.45%) -4.01K
Decreased by -0.25%
 Mar 31, 26
4 American Funds Growth Fund of Amer A 1.53M (1.36%) 0.00
Increased by 0.00%
 Mar 31, 26
5 Capital Group Growth Fnd of Amer Comp 1.53M (1.36%) 0.00
Increased by 0.00%
 Mar 31, 26
6 Victory Small Cap Value CIT (Net 75) 1.46M (1.29%) -242.00K
Decreased by -16.63%
 Dec 31, 24
7 Invesco Discovery A 1.18M (1.05%) 57.64K
Increased by +4.88%
 Feb 28, 26
8 Vanguard Developed Markets Index Admiral 1.08M (0.96%) 10.58K
Increased by +0.98%
 Mar 31, 26
9 BlackRock Mid-Cap Growth Equity Instl 1.01M (0.90%) 625.43K
Increased by +62.09%
 Feb 28, 26
10 Invesco OFI Small Cap Growth 945.08K (0.84%) -177.51K
Decreased by -18.78%
 Mar 31, 26
11 T. Rowe Price Lrg Cp Gr I 861.82K (0.77%) -4.22K
Decreased by -0.49%
 Mar 31, 26
12 T. Rowe Price US Large-Cap Growth Equity 861.82K (0.77%) -15.76K
Decreased by -1.83%
 Mar 31, 26
13 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 821.72K (0.73%) 2.79K
Increased by +0.34%
 Mar 31, 26
14 iShares Core MSCI EAFE ETF 813.17K (0.72%) 2.20K
Increased by +0.27%
 Apr 29, 26
15 Voya Small Cap Growth 643.58K (0.57%) 143.34K
Increased by +22.27%
 Jun 30, 25
16 Voya Small Cap Growth I 643.58K (0.57%) 0.00
Increased by 0.00%
 Jul 31, 25
17 American Beacon Small Cp Val R5 630.51K (0.56%) -37.30K
Decreased by -5.92%
 Aug 31, 25
18 Neumeier Poma Small Cap Value 620.66K (0.55%) 32.69K
Increased by +5.27%
 Jun 30, 25
19 BGF Next Generation Technology Z2 619.57K (0.55%) -25.66K
Decreased by -4.14%
 Mar 31, 26
20 Jennison SMid Cap Core Equity 603.05K (0.54%) -333.98K
Decreased by -55.38%
 Dec 31, 25