New Positions
3 managers initiated
Top five by reported value
Eason Technology Ltd NYSE MKT LLC:DXF
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
3 new0 added2 reduced0 exited
Total Institutional Holders
5
as of 2025-12-31
Top Holder
SmartHarvest Portfolios, LLC
$21.4K
Largest QoQ Increase
SmartHarvest Portfolios, LLC
+14,017 sh
Largest QoQ Decrease
EverSource Wealth Advisors, LLC
-341 sh
New Positions(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| SmartHarvest Portfolios, LLC | 14,017 | +14,017 | $21.4K | +$21.4K | — |
| UBS Group AG | 642 | +642 | $982 | +$982 | — |
| Tower Research Capital LLC (TRC) | 146 | +146 | $223 | +$223 | — |
Reduced(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 80 | -341 | $122 | -$1.4K | -81.0% |
| RHUMBLINE ADVISERS | 26 | 0 | $39 | -$56 | 0.0% |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| SmartHarvest Portfolios, LLC | 14,017 | $21.4K | +14,017 | — |
| UBS Group AG | 642 | $982 | +642 | — |
| Tower Research Capital LLC (TRC) | 146 | $223 | +146 | — |
| EverSource Wealth Advisors, LLC | 80 | $122 | -341 | -81.0% |
| RHUMBLINE ADVISERS | 26 | $39 | 0 | 0.0% |
New & Closed Positions this quarter
Closed Positions
0 managers exited
Top five by prior-quarter value
No managers exited their positions this quarter.
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for DXF against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.