77 tracked 13F filers disclose a position in ALAI as of the latest SEC 13F filings, a combined $262.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Arkadios Wealth Advisors | $61.2M | 1.3M | ▲+16% Added · +184K sh | Q2 2026 | |
| 2 | LPL Financial LLC | $35.8M | 1.1M | ▲+11% Added · +107K sh | Q1 2026 | |
| 3 | Goldstein Advisors, LLC | $29.1M | 638K | ▼−6.4% Reduced · −44K sh | Q2 2026 | |
| 4 | TRAPHAGEN INVESTMENT ADVISORS LLC | $18.9M | 413K | ▲+30% Added · +95K sh | Q2 2026 | |
| 5 | GREAT VALLEY ADVISOR GROUP, INC. | $12.5M | 273K | ▲+20% Added · +46K sh | Q2 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $6.6M | 201K | ▲+1.5% Added · +3K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $5.2M | 158K | ▲+3.8% Added · +6K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $4.6M | 138K | ▲251× Added · +138K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $4.5M | 136K | ▲+10% Added · +13K sh | Q1 2026 | |
| 10 | Colonial River Investments, LLC | $6.1M | 135K | ▲+312% Added · +102K sh | Q2 2026 | |
| 11 | Sunrise Financial Services, LLC | $5.4M | 117K | ▲+5.1% Added · +6K sh | Q2 2026 | |
| 12 | Prosperity Financial Group, Inc. | $5.3M | 116K | ▲New +116K sh | Q2 2026 | |
| 13 | Proactive Wealth Strategies LLC | $5.2M | 113K | ▲+39% Added · +31K sh | Q2 2026 | |
| 14 | STIFEL FINANCIAL CORP | $3.7M | 111K | ▲+15% Added · +15K sh | Q1 2026 | |
| 15 | Onyx Bridge Wealth Group LLC | $4.6M | 101K | ▲+2.0% Added · +2K sh | Q2 2026 | |
| 16 | NWM ADVISORS, LLC | $3.6M | 79K | —Held | Q3 2026 | |
| 17 | Stratos Wealth Partners, LTD. | $3.6M | 79K | ▼−19% Reduced · −18K sh | Q2 2026 | |
| 18 | NewEdge Advisors, LLC | $3.4M | 75K | ▼−23% Reduced · −22K sh | Q2 2026 | |
| 19 | Noble Wealth Management PBC | $3.0M | 67K | ▼−6.4% Reduced · −5K sh | Q2 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $2.1M | 63K | ▲+188% Added · +41K sh | Q1 2026 | |
| 21 | Apollon Financial, LLC | $2.7M | 60K | ▲+7.3% Added · +4K sh | Q2 2026 | |
| 22 | SMITH, MOORE & CO. | $2.7M | 59K | ▲+37% Added · +16K sh | Q2 2026 | |
| 23 | &PARTNERS | $2.6M | 58K | ▲+27% Added · +12K sh | Q2 2026 | |
| 24 | Berbice Capital Management LLC | $2.3M | 50K | ▲+5.5% Added · +3K sh | Q2 2026 | |
| 25 | Sanctuary Advisors, LLC | $2.2M | 47K | ▼−3.1% Reduced · −2K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 10 funds opened a new position in ALAI and 16 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 38 funds | $6.5B |
| APPLE INCAAPL | 38 funds | $3.4B |
| MICROSOFT CORPMSFT | 38 funds | $3.2B |
| VISA INC-CLASS A SHARESV | 38 funds | $363.3M |
| COSTCO WHOLESALE CORPCOST | 38 funds | $317.7M |
| AMAZON.COM INCAMZN | 37 funds | $3.0B |
| ALPHABET INC-CL CGOOG | 37 funds | $2.2B |
| BROADCOM INCAVGO | 37 funds | $2.0B |
| ALPHABET INC-CL AGOOGL | 37 funds | $2.0B |
| META PLATFORMS INC-CLASS AMETA | 37 funds | $1.6B |
| JPMORGAN CHASE & COJPM | 37 funds | $620.9M |
| HOME DEPOT INCHD | 37 funds | $219.5M |
Ranked by how many of ALAI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| ALAIthis pageMF Closed and MF Open | 77 funds | $262.4M |
| CNEQmc | 72 funds | $440.1M |
| FRTYmc | 40 funds | $86.2M |
| ATFVmc | 32 funds | $109.5M |
| INVNRUSSELL INNOVATI | 5 funds | $3.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for ALAI
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ALAI/capital-change-brief"
Use Arkolith's capital_change_brief for ALAI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ALAI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.