New Positions
3 managers initiated
Top five by reported value
Eco Wave Power Global AB (publ) NASDAQ NMS - GLOBAL MARKET:WAVE
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 new3 added8 reduced2 exited
Total Institutional Holders
14
as of 2025-12-31
Top Holder
LPL Financial LLC
$94.3K
Largest QoQ Increase
SmartHarvest Portfolios, LLC
+13,361 sh
Largest QoQ Decrease
RENAISSANCE TECHNOLOGIES LLC
-11,402 sh
New Positions(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| SmartHarvest Portfolios, LLC | 13,361 | +13,361 | $78.0K | +$78.0K | — |
| BANK OF AMERICA CORP /DE/ | 2,500 | +2,500 | $14.6K | +$14.6K | — |
| ALBION FINANCIAL GROUP /UT | 1,000 | +1,000 | $5.8K | +$5.8K | — |
Added To(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| LPL Financial LLC | 16,152 | +1,215 | $94.3K | -$33.4K | 8.1% |
| UBS Group AG | 535 | +516 | $3.1K | +$3.0K | 2715.8% |
| SBI Securities Co., Ltd. | 181 | +1 | $1.1K | -$482 | 0.6% |
Reduced(8)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MORGAN STANLEY | 14,970 | -4,250 | $87.4K | -$76.9K | -22.1% |
| Veracity Capital LLC | 14,896 | 0 | $87.0K | -$40.4K | 0.0% |
| EverSource Wealth Advisors, LLC | 665 | -2,246 | $3.9K | -$21.0K | -77.2% |
| Federation des caisses Desjardins du Quebec | 1,800 | 0 | $10.3K | -$4.9K | 0.0% |
| Steward Partners Investment Advisory, LLC | 720 | 0 | $4.2K | -$2.0K | 0.0% |
| Johnson Financial Group, Inc. | 200 | 0 | $1.2K | -$542 | 0.0% |
| RHUMBLINE ADVISERS | 78 | -15 | $444 | -$361 | -16.1% |
| BESSEMER GROUP INC | 70 | 0 | $0 | -$1 | 0.0% |
Sold Out(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 0 | -11,402 | $0 | -$97.5K | — |
| PNC Financial Services Group, Inc. | 0 | -1,000 | $0 | -$8.6K | — |
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 % |
|---|---|---|---|---|
| LPL Financial LLC | 16,152 | $94.3K | +1,215 | 8.1% |
| MORGAN STANLEY | 14,970 | $87.4K | -4,250 | -22.1% |
| Veracity Capital LLC | 14,896 | $87.0K | 0 | 0.0% |
| SmartHarvest Portfolios, LLC | 13,361 | $78.0K | +13,361 | — |
| BANK OF AMERICA CORP /DE/ | 2,500 | $14.6K | +2,500 | — |
| Federation des caisses Desjardins du Quebec | 1,800 | $10.3K | 0 | 0.0% |
| ALBION FINANCIAL GROUP /UT | 1,000 | $5.8K | +1,000 | — |
| Steward Partners Investment Advisory, LLC | 720 | $4.2K | 0 | 0.0% |
| EverSource Wealth Advisors, LLC | 665 | $3.9K | -2,246 | -77.2% |
| UBS Group AG | 535 | $3.1K | +516 | 2715.8% |
| Johnson Financial Group, Inc. | 200 | $1.2K | 0 | 0.0% |
| SBI Securities Co., Ltd. | 181 | $1.1K | +1 | 0.6% |
| RHUMBLINE ADVISERS | 78 | $444 | -15 | -16.1% |
| BESSEMER GROUP INC | 70 | $0 | 0 | 0.0% |
New & Closed Positions this quarter
Closed Positions
2 managers exited
Top five by prior-quarter value
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 WAVE 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.