OR YEHUDA, L3
FORMULA SYSTEMS (1985) LTDFORTY— Latest position per institution from SEC 13F filings
15
Institutional holders
870.24K
Total shares held
4.85M
Estimated value
43.51K
Avg. position size
CLAL INSURANCE ENTERPRISES HOLDINGS LTD
CIK 1376192
Shares
824.70K
Value
98.68K
Filed
Mar 31, 2026
ALTSHULER SHAHAM LTD
CIK 1324290
Shares
7.74K
Value
926.35K
Filed
Mar 31, 2026
GHP INVESTMENT ADVISORS, INC.
CIK 1401561
Shares
7.72K
Value
850.92K
Filed
Mar 31, 2026
TFG ADVISERS LLC
CIK 1806473
Shares
7.29K
Value
931.09K
Filed
Jun 30, 2025
NORTHERN TRUST CORP
CIK 73124
Shares
4K
Value
511K
Filed
Jun 30, 2025
DIMENSIONAL FUND ADVISORS LP
CIK 354204
Shares
3.31K
Value
391.19K
Filed
Mar 31, 2026
NAPLES GLOBAL ADVISORS, LLC
CIK 1582151
Shares
2.80K
Value
231.00
Filed
Sep 30, 2022
JANE STREET GROUP, LLC
CIK 1595888
Shares
2.77K
Value
221.76K
Filed
Sep 30, 2024
MORGAN STANLEY
CIK 895421
Shares
2.71K
Value
298.64K
Filed
Mar 31, 2026
ELEVATION POINT WEALTH PARTNERS, LLC
CIK 1744349
Shares
1.86K
Value
205.71K
Filed
Mar 31, 2026
CX INSTITUTIONAL
CIK 1737089
Shares
1.84K
Value
188.00
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
1K
Value
167.35K
Filed
Dec 31, 2025
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
680.00
Value
47.09K
Filed
Jun 30, 2024
BLACKROCK, INC.
CIK 2012383
Shares
680.00
Value
74.99K
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
568.00
Value
72.56K
Filed
Jun 30, 2025
UBS GROUP AG
CIK 1610520
Shares
127.00
Value
14.01K
Filed
Mar 31, 2026
SIGNATUREFD, LLC
CIK 1456048
Shares
116.00
Value
10.00
Filed
Sep 30, 2022
RHUMBLINE ADVISERS
CIK 1115418
Shares
113.00
Value
19.83K
Filed
Dec 31, 2025
BNP PARIBAS FINANCIAL MARKETS
CIK 1166588
Shares
100.00
Value
11.03K
Filed
Mar 31, 2026
PRIVATE TRUST CO NA
CIK 1277557
Shares
100.00
Value
8.30K
Filed
Mar 31, 2024
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | CLAL INSURANCE ENTERPRISES HOLDINGS LTD | 1376192 | 824.70K | 98.68K | Mar 31, 2026 |
| 2 | ALTSHULER SHAHAM LTD | 1324290 | 7.74K | 926.35K | Mar 31, 2026 |
| 3 | GHP INVESTMENT ADVISORS, INC. | 1401561 | 7.72K | 850.92K | Mar 31, 2026 |
| 4 | TFG ADVISERS LLC | 1806473 | 7.29K | 931.09K | Jun 30, 2025 |
| 5 | NORTHERN TRUST CORP | 73124 | 4K | 511K | Jun 30, 2025 |
| 6 | DIMENSIONAL FUND ADVISORS LP | 354204 | 3.31K | 391.19K | Mar 31, 2026 |
| 7 | NAPLES GLOBAL ADVISORS, LLC | 1582151 | 2.80K | 231.00 | Sep 30, 2022 |
| 8 | JANE STREET GROUP, LLC | 1595888 | 2.77K | 221.76K | Sep 30, 2024 |
| 9 | MORGAN STANLEY | 895421 | 2.71K | 298.64K | Mar 31, 2026 |
| 10 | ELEVATION POINT WEALTH PARTNERS, LLC | 1744349 | 1.86K | 205.71K | Mar 31, 2026 |
| 11 | CX INSTITUTIONAL | 1737089 | 1.84K | 188.00 | Jun 30, 2026 |
| 12 | BANK OF AMERICA CORP /DE/ | 70858 | 1K | 167.35K | Dec 31, 2025 |
| 13 | BLACKROCK FINANCE, INC. | 1364742 | 680.00 | 47.09K | Jun 30, 2024 |
| 14 | BLACKROCK, INC. | 2012383 | 680.00 | 74.99K | Mar 31, 2026 |
| 15 | RAYMOND JAMES FINANCIAL INC | 720005 | 568.00 | 72.56K | Jun 30, 2025 |
| 16 | UBS GROUP AG | 1610520 | 127.00 | 14.01K | Mar 31, 2026 |
| 17 | SIGNATUREFD, LLC | 1456048 | 116.00 | 10.00 | Sep 30, 2022 |
| 18 | RHUMBLINE ADVISERS | 1115418 | 113.00 | 19.83K | Dec 31, 2025 |
| 19 | BNP PARIBAS FINANCIAL MARKETS | 1166588 | 100.00 | 11.03K | Mar 31, 2026 |
| 20 | PRIVATE TRUST CO NA | 1277557 | 100.00 | 8.30K | Mar 31, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.