Filing Research | GRAL - GRAIL INC Institutional Holdings

Snapshot holdings

50 / 65 loaded

#		Instrument	quantity
1	Slow Capital, Inc.	Shares	217.3KSH	$14.8M
2	Douglas Lane & Associates, LLC	Shares	162.3KSH	$11.1M
3	180 WEALTH ADVISORS, LLC	Shares	127.8KSH	$8.7M
4	Legal Advantage Investments, Inc.	Shares	44.6KSH	$3.0M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	30.7KSH	$2.2M
6	PVG ASSET MANAGEMENT CORP	Shares	25.9KSH	$1.8M
7	Bouvel Investment Partners, LLC	Shares	16.2KSH	$1.1M
8	EXCHANGE TRADED CONCEPTS, LLC	Shares	15.4KSH	$1.1M
9	MOODY NATIONAL BANK TRUST DIVISION	Shares	13.3KSH	$908.0K
10	Police & Firemen's Retirement System of New Jersey	Shares	12.2KSH	$831.9K
11	China Universal Asset Management Co., Ltd.	Shares	9.3KSH	$637.0K
12	SHEETS SMITH WEALTH MANAGEMENT	Shares	8.5KSH	$583.4K
13	Westmount Partners, LLC	Shares	8.3KSH	$567.5K
14	Crown Wealth Group, LLC	Shares	7.0KSH	$479.0K
15	Yorktown Management & Research Co Inc	Shares	5.8KSH	$392.6K
16	Morton Capital Management LLC/CA	Shares	3.7KSH	$249.4K
17	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	3.0KSH	$206.5K
18	Mirae Asset Global Investments Co., Ltd.	Shares	1.9KSH	$131.0K
19	SIGNATUREFD, LLC	Shares	1.5KSH	$99.4K
20	GAMMA Investing LLC	Shares	977SH	$66.7K
21	Farther Finance Advisors, LLC	Shares	633SH	$43.2K
22	IFP Advisors, Inc	Shares	528SH	$36.0K
23	Crewe Advisors LLC	Shares	379SH	$25.9K
24	EverSource Wealth Advisors, LLC	Shares	262SH	$17.9K
25	SBI Securities Co., Ltd.	Shares	184SH	$12.6K
26	True Wealth Design, LLC	Shares	177SH	$12.1K
27	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	143SH	$9.7K
28	Blue Trust, Inc.	Shares	120SH	$8.2K
29	Spire Wealth Management	Shares	111SH	$7.6K
30	BIRCHBROOK, INC.	Shares	100SH	$6.8K
31	Fortitude Family Office, LLC	Shares	99SH	$6.8K
32	Financial Perspectives, Inc	Shares	90SH	$6.1K
33	Hughes Financial Services, LLC	Shares	55SH	$3.8K
34	Tradewinds Capital Management, LLC	Shares	50SH	$3.4K
35	Physician Wealth Advisors, Inc.	Shares	43SH	$2.9K
36	Ritter Daniher Financial Advisory LLC / DE	Shares	37SH	$2.5K
37	HIGHLINE WEALTH PARTNERS LLC	Shares	32SH	$2.2K
38	Torren Management, LLC	Shares	32SH	$2.2K
39	LRI Investments, LLC	Shares	17SH	$1.2K
40	Wealth Enhancement Trust Services, Inc.	Shares	17SH	$1.2K
41	Handelsbanken Fonder AB	Shares	16.4KSH	$1.1K
42	DHJJ Financial Advisors, Ltd.	Shares	16SH	$1.1K
43	PFS Partners, LLC	Shares	16SH	$1.1K
44	SOUTHERN MICHIGAN BANK & TRUST	Shares	16SH	$1.1K
45	Creative Capital Management Investments LLC	Shares	15SH	$1.0K
46	Lodestone Wealth Management LLC	Shares	14SH	$956
47	TFC Financial Management, Inc.	Shares	14SH	$956
48	Versant Capital Management, Inc	Shares	13SH	$888
49	Golden State Wealth Management, LLC	Shares	12SH	$819
50	FINANCIAL CONSULATE, INC	Shares	10SH	$683

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Manager changes2026-06-30 vs 2026-03-31

50 / 73 loaded

#		Instrument
1	Slow Capital, Inc. trimmed	Shares	-11.0K	+$3.0M	$14.8M
2	Douglas Lane & Associates, LLC added	Shares	+816	+$2.7M	$11.1M
3	180 WEALTH ADVISORS, LLC added	Shares	+427	+$2.1M	$8.7M
4	MOODY NATIONAL BANK TRUST DIVISION new	Shares	+13.3K	+$908.0K	$908.0K
5	Legal Advantage Investments, Inc. added	Shares	+125	+$746.8K	$3.0M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-1.1K	+$463.4K	$2.2M
7	Yorktown Management & Research Co Inc new	Shares	+5.8K	+$392.6K	$392.6K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+2.8K	+$344.8K	$831.9K
9	Bouvel Investment Partners, LLC added	Shares	+88	+$273.6K	$1.1M
10	Morton Capital Management LLC/CA new	Shares	+3.7K	+$249.4K	$249.4K
11	PVG ASSET MANAGEMENT CORP trimmed	Shares	-20	+$217.8K	$1.8M
12	China Universal Asset Management Co., Ltd. added	Shares	+1.2K	+$214.8K	$637.0K
13	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new	Shares	+3.0K	+$206.5K	$206.5K
14	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-2.0K	+$153.6K	$1.1M
15	SHEETS SMITH WEALTH MANAGEMENT unchanged	Shares	0	+$141.8K	$583.4K
16	Westmount Partners, LLC added	Shares	+33	+$139.6K	$567.5K
17	Crown Wealth Group, LLC trimmed	Shares	-600	+$85.4K	$479.0K
18	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-114	+$25.9K	$131.0K
19	GAMMA Investing LLC trimmed	Shares	-24	+$15.0K	$66.7K
20	SIGNATUREFD, LLC trimmed	Shares	-195	+$14.1K	$99.4K
21	Farther Finance Advisors, LLC added	Shares	+46	+$11.8K	$43.2K
22	Fortitude Family Office, LLC new	Shares	+99	+$6.8K	$6.8K
23	Crewe Advisors LLC unchanged	Shares	0	+$6.3K	$25.9K
24	True Wealth Design, LLC added	Shares	+10	+$3.5K	$12.1K
25	Spire Wealth Management added	Shares	+19	+$2.8K	$7.6K
26	SBI Securities Co., Ltd. trimmed	Shares	-16	+$2.2K	$12.6K
27	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-1	+$2.0K	$9.7K
28	Blue Trust, Inc. unchanged	Shares	0	+$2.0K	$8.2K
29	BIRCHBROOK, INC. unchanged	Shares	0	+$1.7K	$6.8K
30	Financial Perspectives, Inc unchanged	Shares	0	+$1.5K	$6.1K
31	Physician Wealth Advisors, Inc. added	Shares	+10	+$1.2K	$2.9K
32	Wealth Enhancement Trust Services, Inc. new	Shares	+17	+$1.2K	$1.2K
33	Hughes Financial Services, LLC unchanged	Shares	0	+$913	$3.8K
34	Tradewinds Capital Management, LLC unchanged	Shares	0	+$830	$3.4K
35	Handelsbanken Fonder AB added	Shares	+7.0K	+$634	$1.1K
36	Ritter Daniher Financial Advisory LLC / DE unchanged	Shares	0	+$613	$2.5K
37	IFP Advisors, Inc trimmed	Shares	-158	+$595	$36.0K
38	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$531	$2.2K
39	Torren Management, LLC unchanged	Shares	0	+$531	$2.2K
40	SJS Investment Consulting Inc. added	Shares	+6	+$459	$615
41	Creative Capital Management Investments LLC added	Shares	+3	+$404	$1.0K
42	LRI Investments, LLC added	Shares	+1	+$334	$1.2K
43	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$266	$1.1K
44	PFS Partners, LLC unchanged	Shares	0	+$266	$1.1K
45	SOUTHERN MICHIGAN BANK & TRUST unchanged	Shares	0	+$265	$1.1K
46	Lodestone Wealth Management LLC unchanged	Shares	0	+$232	$956
47	Versant Capital Management, Inc unchanged	Shares	0	+$216	$888
48	Golden State Wealth Management, LLC unchanged	Shares	0	+$199	$819
49	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$166	$683
50	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$133	$547

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