5 institutions reported holding $1.2M of DAL TRUST I AMEN CUST SATF (ACSI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Elevated Financial Group LLC ($952,187), RAYMOND JAMES FINANCIAL INC ($206,408), UBS Group AG ($19,738), FMR LLC ($2,000), Migdal Insurance & Financial Holdings Ltd. ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Elevated Financial Group LLC | $952,187 | 14,762 | New |
| 2 | RAYMOND JAMES FINANCIAL INC | $206,408 | 3,200 | Hold |
| 3 | UBS Group AG | $19,738 | 306 | New |
| 4 | FMR LLC | $2,000 | 31 | Added |
| 5 | Migdal Insurance & Financial Holdings Ltd. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31