Filing Research | ELBIT SYS LTD Institutional Holdings

Snapshot holdings

50 / 80 loaded

#		Instrument	quantity
1	Legal Advantage Investments, Inc.	Shares	14.7KSH	$11.1M
2	BFSG, LLC	Shares	9.1KSH	$6.9M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	9.1KSH	$6.9M
4	Y-Intercept (Hong Kong) Ltd	Shares	7.9KSH	$6.0M
5	BANQUE PICTET & CIE SA	Shares	7.0KSH	$5.3M
6	Henry James International Management Inc.	Shares	5.4KSH	$4.1M
7	Cardinal Capital Management	Shares	5.1KSH	$3.9M
8	GHP Investment Advisors, Inc.	Shares	4.5KSH	$3.4M
9	Fideuram Asset Management (Ireland) dac	Shares	1.2KSH	$2.7M
10	HWG Holdings LP	Shares	3.5KSH	$2.7M
11	SteelPeak Wealth, LLC	Shares	3.4KSH	$2.6M
12	ORSER CAPITAL MANAGEMENT, LLC	Shares	2.9KSH	$2.2M
13	Sequoia Financial Advisors, LLC	Shares	2.1KSH	$1.6M
14	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	2.0KSH	$1.5M
15	SIGNATUREFD, LLC	Shares	1.8KSH	$1.4M
16	Mirae Asset Global Investments Co., Ltd.	Shares	1.5KSH	$1.2M
17	Hummer Financial Advisory Services Inc	Shares	1.3KSH	$987.6K
18	Assenagon Asset Management S.A.	Shares	962SH	$729.7K
19	BankChampaign, National Association	Shares	853SH	$647.7K
20	CARY STREET PARTNERS FINANCIAL LLC	Shares	747SH	$566.8K
21	Burns Matteson Capital Management, LLC	Shares	713SH	$541.0K
22	Total Clarity Wealth Management, Inc.	Shares	662SH	$502.3K
23	Versant Capital Management, Inc	Shares	629SH	$477.2K
24	DRIVE WEALTH MANAGEMENT, LLC	Shares	606SH	$460.7K
25	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	575SH	$436.3K
26	EWA, LLC	Shares	539SH	$409.2K
27	Ballentine Partners, LLC	Shares	521SH	$395.3K
28	Cooper Capital Advisors LLC	Shares	506SH	$383.9K
29	180 WEALTH ADVISORS, LLC	Shares	428SH	$324.7K
30	GREENLEAF TRUST	Shares	419SH	$317.9K
31	HARMONY ASSET MANAGEMENT LLC	Shares	404SH	$306.7K
32	Counterpoint Mutual Funds LLC	Shares	403SH	$305.8K
33	SteelPeak Wealth, LLC	CALL	400PRN	$303.5K
34	Rockline Wealth Management, LLC	Shares	395SH	$299.7K
35	Canopy Partners, LLC	Shares	373SH	$283.0K
36	Prospera Financial Services Inc	Shares	328SH	$248.9K
37	Hennion & Walsh Asset Management, Inc.	Shares	283SH	$214.7K
38	KEB ASSET MANAGEMENT, LLC	Shares	282SH	$214.0K
39	Westmount Partners, LLC	Shares	280SH	$212.4K
40	Smith Salley Wealth Management	Shares	270SH	$204.9K
41	Plan A Wealth LLC	Shares	264SH	$200.3K
42	HM PAYSON & CO	Shares	200SH	$151.7K
43	Farther Finance Advisors, LLC	Shares	196SH	$148.6K
44	Byrne Asset Management LLC	Shares	173SH	$131.3K
45	Blue Trust, Inc.	Shares	157SH	$119.1K
46	EverSource Wealth Advisors, LLC	Shares	157SH	$119.1K
47	SBI Securities Co., Ltd.	Shares	147SH	$111.5K
48	Cromwell Holdings LLC	Shares	142SH	$107.9K
49	MassMutual Private Wealth & Trust, FSB	Shares	141SH	$107.0K
50	Spire Wealth Management	Shares	87SH	$66.0K

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

50 / 95 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd added	Shares	+6.3K	+$4.6M	$6.0M
2	Fideuram Asset Management (Ireland) dac new	Shares	+1.2K	+$2.7M	$2.7M
3	ORSER CAPITAL MANAGEMENT, LLC new	Shares	+2.9K	+$2.2M	$2.2M
4	SteelPeak Wealth, LLC added	Shares	+1.8K	+$1.2M	$2.6M
5	Mirae Asset Global Investments Co., Ltd. new	Shares	+1.5K	+$1.2M	$1.2M
6	Counterpoint Mutual Funds LLC new	Shares	+403	+$305.8K	$305.8K
7	SteelPeak Wealth, LLC added	CALL	+100	+$48.8K	$303.5K
8	IFP Advisors, Inc added	Shares	+45	+$32.3K	$49.3K
9	ELEVATION WEALTH PARTNERS, LLC new	Shares	+10	+$7.6K	$7.6K
10	Cromwell Holdings LLC added	Shares	+20	+$4.3K	$107.9K
11	Aventura Private Wealth, LLC new	Shares	+5	+$3.8K	$3.8K
12	Dogwood Wealth Management LLC new	Shares	+3	+$2.3K	$2.3K
13	GAMMA Investing LLC added	Shares	+4	+$866	$21.2K
14	AM INVESTMENT STRATEGIES LLC new	Shares	+1.1K	+$811	$811
15	LRI Investments, LLC new	Shares	+1	+$759	$759
16	True Wealth Design, LLC added	Shares	+1	+$668	$1.5K
17	CX Institutional new	Shares	+188	+$143	$143
18	CIGNA INVESTMENTS INC /NEW unchanged	Shares	0	-$38	$378
19	Independence Bank of Kentucky unchanged	Shares	0	-$75	$759
20	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC trimmed	Shares	-107	-$148	$568
21	AdvisorNet Financial, Inc unchanged	Shares	0	-$181	$1.5K
22	PARK AVENUE SECURITIES LLC exited	Shares	-251	-$209	$0
23	Arlington Trust Co LLC unchanged	Shares	0	-$361	$3.0K
24	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	-$361	$3.0K
25	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	-$452	$3.8K
26	SJS Investment Consulting Inc. unchanged	Shares	0	-$723	$6.1K
27	Owl Creek Wealth Partners LLC added	Shares	+3	-$797	$28.1K
28	TFC Financial Management, Inc. unchanged	Shares	0	-$903	$7.6K
29	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	-$904	$7.6K
30	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+2	-$922	$22.0K
31	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$1.3K	$10.6K
32	Ares Financial Consulting, LLC unchanged	Shares	0	-$1.4K	$7.6K
33	Rachor Investment Advisory Services, LLC exited	Shares	-2	-$1.7K	$0
34	Physician Wealth Advisors, Inc. trimmed	Shares	-2	-$2.1K	$3.0K
35	JNBA Financial Advisors unchanged	Shares	0	-$2.3K	$19.0K
36	HAGER INVESTMENT MANAGEMENT SERVICES, LLC unchanged	Shares	0	-$2.6K	$22.0K
37	Bogart Wealth, LLC unchanged	Shares	0	-$2.7K	$22.8K
38	Key FInancial Inc unchanged	Shares	0	-$2.8K	$27.3K
39	LANARK FINANCIAL, INC. exited	Shares	-6	-$5.1K	$0
40	MassMutual Private Wealth & Trust, FSB added	Shares	+3	-$10.2K	$107.0K
41	Blue Trust, Inc. added	Shares	+3	-$11.2K	$119.1K
42	Farther Finance Advisors, LLC added	Shares	+13	-$15.4K	$148.6K
43	Byrne Asset Management LLC unchanged	Shares	0	-$15.6K	$131.3K
44	180 WEALTH ADVISORS, LLC added	Shares	+25	-$17.5K	$324.7K
45	HM PAYSON & CO unchanged	Shares	0	-$18.1K	$151.7K
46	Hennion & Walsh Asset Management, Inc. added	Shares	+8	-$18.8K	$214.7K
47	Spire Wealth Management trimmed	Shares	-13	-$18.9K	$66.0K
48	SBI Securities Co., Ltd. trimmed	Shares	-11	-$22.6K	$111.5K
49	Grove Bank & Trust trimmed	Shares	-25	-$23.5K	$19.0K
50	Smith Salley Wealth Management unchanged	Shares	0	-$24.4K	$204.9K

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