Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EASI 2.70%
2 ERSX 1.24%
3 ITEQ 0.30%
4 SMLV 0.10%
5 DLS 0.03%
6 GWX 0.03%
7 SCHC 0.01%
8 VSS 0.01%
9 AVSD 0.00%
10 VEA 0.00%
11 VXUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 RIMA MANAGEMENT, LLC 2.55M (11.63%) 1.57M
Increased by +61.47%
Sep 30, 23
2 Morgan Stanley - Brokerage Accounts 1.54M (7.03%) -1.08M
Decreased by -70.38%
Sep 30, 23
3 William Blair Investment Management, LLC 1.43M (6.53%) -110.93K
Decreased by -7.76%
Sep 30, 23
4 Acadian Asset Management LLC 1.11M (5.05%) 1.09M
Increased by +98.06%
Sep 30, 23
5 Vanguard Group Inc 812.22K (3.71%) 0.00
Increased by 0.00%
Sep 30, 23
6 Heartland Advisors Inc 780.50K (3.56%) 548.20K
Increased by +70.24%
Sep 30, 23
7 Walleye Trading Advisors, LLC 505.21K (2.31%) -61.70K
Decreased by -12.21%
Sep 30, 23
8 Arrowstreet Capital Limited Partnership 414.72K (1.89%) 88.61K
Increased by +21.37%
Sep 30, 23
9 Millennium Management LLC 303.89K (1.39%) -146.93K
Decreased by -48.35%
Sep 30, 23
10 Phoenix Holdings Ltd 294.00K (1.34%) -515.24K
Decreased by -175.25%
Sep 30, 23
11 Harel Insurance Invests & Fin Srvcs Ltd 291.31K (1.33%) 0.00
Increased by 0.00%
Sep 30, 23
12 Citadel Advisors Llc 242.63K (1.11%) -108.06K
Decreased by -44.54%
Sep 30, 23
13 Invenomic Capital Management, LP 234.27K (1.07%) 234.27K
Increased by +100.00%
Sep 30, 23
14 ARK Investment Management LLC 218.30K (1.00%) 23.86K
Increased by +10.93%
Sep 30, 23
15 Taylor Frigon Capital Management LLC 211.97K (0.97%) 76.74K
Increased by +36.20%
Sep 30, 23
16 LAPIDES ASSET MANAGEMENT, LLC 187.70K (0.86%) -51.90K
Decreased by -27.65%
Jun 30, 23
17 D. E. Shaw & Co LP 183.78K (0.84%) -13.32K
Decreased by -7.25%
Sep 30, 23
18 Ameriprise Financial Inc 164.76K (0.75%) 11.33K
Increased by +6.88%
Sep 30, 23
19 Dimensional Fund Advisors, Inc. 152.19K (0.69%) -6.83K
Decreased by -4.49%
Sep 30, 23
20 Janney Montgomery Scott LLC 123.90K (0.57%) 123.90K
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Heartland Value Investor 650.00K (2.97%) 0.00
Increased by 0.00%
Dec 31, 23
2 William Blair Small Cap Value I 560.37K (2.56%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Total Intl Stock Index Inv 329.31K (1.50%) 13.20K
Increased by +4.01%
Nov 30, 23
4 Invenomic Institutional 214.88K (0.98%) 190.07K
Increased by +88.45%
Oct 31, 23
5 Vanguard Developed Markets Index Admiral 205.00K (0.94%) 0.00
Increased by 0.00%
Nov 30, 23
6 ARK Israel Innovative Technology ETF 202.84K (0.93%) -8.32K
Decreased by -4.10%
Dec 28, 23
7 TFCM Core Growth 174.99K (0.80%) -581.00
Decreased by -0.33%
Oct 31, 23
8 Acadian Non-US Small-Cap Developed Eqty 166.69K (0.76%) 2.15K
Increased by +1.29%
Sep 30, 23
9 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 149.22K (0.68%) 0.00
Increased by 0.00%
Nov 30, 23
10 VP Partners Small Cap Value 3 139.21K (0.64%) 275.00
Increased by +0.20%
Nov 30, 23
11 Vanguard FTSE All-Wld ex-US SmCp Idx Ins 101.13K (0.46%) 0.00
Increased by 0.00%
Nov 30, 23
12 Opus Small Cap Value Plus ETF 93.84K (0.43%) 694.00
Increased by +0.74%
Dec 29, 23
13 Meitav TA Mid Cap Stocks IL 81.00K (0.37%) -7.50K
Decreased by -9.26%
Oct 31, 23
14 DFA International Core Equity I 79.25K (0.36%) 12.04K
Increased by +15.20%
Nov 30, 23
15 Yelin Lapidot Dividend Stocks IL 64.73K (0.30%) 0.00
Increased by 0.00%
Oct 31, 23
16 MTF TR TA-90 IL 64.33K (0.29%) -3.06K
Decreased by -4.76%
Oct 31, 23
17 William Blair Small Cap Value 62.80K (0.29%) 0.00
Increased by 0.00%
Dec 31, 23
18 Harel HTF TA 90 IL 58.28K (0.27%) 1.55K
Increased by +2.66%
Oct 31, 23
19 Yelin Lapidot Growth Equity IL 50.65K (0.23%) 0.00
Increased by 0.00%
Oct 31, 23
20 Schwab International Small-Cap Eq ETF™ 48.20K (0.22%) 0.00
Increased by 0.00%
Dec 30, 23