140 tracked 13F filers disclose a position in ALRS as of the latest SEC 13F filings, a combined $377.5M 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 | ALERUS FINANCIAL NA | $65.8M | 2.1M | ▼−5.6% Reduced · −126K sh | Q2 2026 | |
| 2 | BlackRock, Inc. | $41.7M | 1.8M | ▼−2.3% Reduced · −41K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $22.8M | 962K | →First observed position No prior filed position | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $21.0M | 887K | ▲+6.8% Added · +57K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $20.4M | 655K | ▲+6.1% Added · +38K sh | Q2 2026 | |
| 6 | STATE STREET CORP | $17.6M | 561K | ▲+14% Added · +68K sh | Q2 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $9.1M | 384K | ▲+1.1% Added · +4K sh | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $8.7M | 367K | ▲+23% Added · +68K sh | Q1 2026 | |
| 9 | Phocas Financial Corp. | $11.0M | 354K | ▲+36% Added · +93K sh | Q2 2026 | |
| 10 | ENDEAVOUR CAPITAL ADVISORS INC | $10.6M | 340K | ▼−40% Reduced · −223K sh | Q2 2026 | |
| 11 | Stieven Capital Advisors, L.P. | $8.0M | 339K | ▲New +339K sh | Q1 2026 | |
| 12 | AMERICAN CENTURY COMPANIES INC | $7.4M | 310K | ▲+70% Added · +128K sh | Q1 2026 | |
| 13 | CHOREO, LLC | $9.1M | 293K | ▼−0.1% Reduced · −416 sh | Q2 2026 | |
| 14 | MORGAN STANLEY | $6.5M | 273K | ▼−10% Reduced · −32K sh | Q1 2026 | |
| 15 | AQR CAPITAL MANAGEMENT LLC | $6.4M | 269K | ▼−17% Reduced · −54K sh | Q1 2026 | |
| 16 | ALLIANCEBERNSTEIN L.P. | $5.5M | 243K | ▼−0.4% Reduced · −900 sh | Q1 2026 | |
| 17 | GENDELL JEFFREY L | $5.5M | 234K | —Held | Q1 2026 | |
| 18 | GRACE & WHITE INC /NY | $7.1M | 228K | —Held | Q2 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.9M | 205K | ▼−0.9% Reduced · −2K sh | Q1 2026 | |
| 20 | MAIRS & POWER INC | $6.3M | 203K | ▲+156% Added · +124K sh | Q2 2026 | |
| 21 | NORTHERN TRUST CORP | $4.6M | 194K | ▲+6.9% Added · +13K sh | Q1 2026 | |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | $4.2M | 176K | →First observed position No prior filed position | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $3.7M | 157K | →First observed position No prior filed position | Q1 2026 | |
| 24 | Cutler Capital Management, LLC | $3.2M | 136K | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 25 | GABELLI FUNDS LLC | $3.2M | 135K | ▼−2.2% Reduced · −3K sh | Q1 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, 8 funds opened a new position in ALRS and 22 added to an existing one, while 16 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 72 funds | $129.2B |
| APPLE INCAAPL | 71 funds | $146.6B |
| AMAZON.COM INCAMZN | 71 funds | $87.7B |
| JPMORGAN CHASE & COJPM | 70 funds | $28.4B |
| ALPHABET INC-CL AGOOGL | 68 funds | $69.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 68 funds | $19.9B |
| NVIDIA CORPNVDA | 67 funds | $190.6B |
| BANK OF AMERICA CORPBAC | 66 funds | $14.5B |
| META PLATFORMS INC-CLASS AMETA | 65 funds | $54.1B |
| WELLS FARGO & COWFC | 65 funds | $8.5B |
| BROADCOM INCAVGO | 64 funds | $74.6B |
| ALPHABET INC-CL CGOOG | 64 funds | $63.5B |
Ranked by how many of ALRS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 1, 2026 | Bolton Jeffrey | Director | Buy (P) | 1K | $32K |
| May 27, 2026 | Bolton Jeffrey | Director | Buy (P) | 1K | $29K |
| Jul 31, 2025 | Villalon Alan | EVP & Chief Financial Officer | Buy (P) | 2K | $50K |
| May 1, 2025 | Wilson Forrest | EVP & Chief Ret. Svcs. Officer | Buy (P) | 5K | $100K |
| Nov 1, 2024 | Lorenson Katie A | Chief Executive Officer, Director | Buy (P) | 1K | $20K |
| May 15, 2023 | Villalon Alan | Chief Financial Officer | Buy (P) | 1K | $14K |
| May 12, 2023 | Vetter Galen G | Director | Buy (P) | 100 | $1K |
| May 12, 2023 | Vetter Galen G | Director | Buy (P) | 1K | $15K |
| May 12, 2023 | Vetter Galen G | Director | Buy (P) | 780 | $11K |
| May 12, 2023 | Lorenson Katie A | President and CEO, Director | Buy (P) | 1K | $20K |
| May 11, 2023 | ESTEP JANET O | Director | Buy (P) | 2K | $29K |
| May 11, 2023 | ESTEP JANET O | Director | Buy (P) | 2K | $20K |
Connected entities for ALRS
This stock 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/ALRS/capital-change-brief"
Use Arkolith's capital_change_brief for ALRS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ALRS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.