13F QoQ Ownership Changes
FORTY Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 2 new · 1 added · 14 reduced · 1 exited
New Positions(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 1,740 | +1,740 | $222.3K | +$222.3K | — |
| Smartleaf Asset Management LLC | 2 | +2 | $349 | +$349 | — |
Added To(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Altshuler Shaham Ltd | 7,015 | +1,650 | $1.2M | +$433.8K | 30.8% |
Reduced(14)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 7,716 | 0 | $1.3M | +$208.9K | 0.0% |
| DIMENSIONAL FUND ADVISORS LP | 3,229 | -7 | $566.8K | +$107.2K | -0.2% |
| MORGAN STANLEY | 2,708 | -6 | $453.2K | +$72.4K | -0.2% |
| BANK OF AMERICA CORP /DE/ | 1,000 | 0 | $167.3K | +$27.1K | 0.0% |
| Clal Insurance Enterprises Holdings Ltd | 824,703 | 0 | $139.3K | +$24.4K | 0.0% |
| BlackRock, Inc. | 680 | 0 | $113.8K | +$18.4K | 0.0% |
| UBS Group AG | 17 | -106 | $2.8K | -$14.4K | -86.2% |
| RHUMBLINE ADVISERS | 113 | 0 | $19.8K | +$3.8K | 0.0% |
| BNP PARIBAS ARBITRAGE, SNC | 100 | 0 | $17.2K | +$3.2K | 0.0% |
| EverSource Wealth Advisors, LLC | 2 | -11 | $335 | -$1.5K | -84.6% |
| SBI Securities Co., Ltd. | 10 | 0 | $1.7K | +$267 | 0.0% |
| ADVISOR GROUP HOLDINGS, INC. | 5 | -2 | $837 | -$145 | -28.6% |
| CX Institutional | 2,159 | -679 | $361 | -$37 | -23.9% |
| WELLS FARGO & COMPANY/MN | 0 | 0 | $20 | +$3 | — |
Sold Out(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | 0 | -71 | $0 | -$10.0K | — |