Among active 13F managers last quarter, 3 opened and 3 added, while none reduced or exited; the largest holder to move was Triumph Capital Management (+0.3%).
25 tracked 13F filers disclose a position in ALTY as of the latest SEC 13F filings, a combined $10.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 412K | $4.9M | ▼−0.6% Reduced · −2K sh | Q1 2026 | |
| 2 | Envestnet Asset Management Inc | 52K | $623K | ▲+130% Added · +29K sh | Q1 2026 | |
| 3 | Kingswood Wealth Advisors, LLC | 51K | $628K | ▼−36% Reduced · −29K sh | Q2 2026 | |
| 4 | Bank Of America Corp | 48K | $577K | ▲+14% Added · +6K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | 40K | $479K | ▲New +40K sh | Q1 2026 | |
| 6 | Triumph Capital Management | 29K | $364K | ▲+0.3% Added · +80 sh | Q2 2026 | |
| 7 | Private Advisor Group, LLC | 28K | $352K | ▲+82% Added · +13K sh | Q2 2026 | |
| 8 | Mercer Global Advisors Inc | 27K | $321K | —Held | Q1 2026 | |
| 9 | Wealth Enhancement Advisory Services, LLC | 25K | $310K | —Held | Q2 2026 | |
| 10 | GTS Securities LLC | 24K | $292K | ▲New +24K sh | Q1 2026 | |
| 11 | Truist Financial Corp | 23K | $279K | ▼−4.6% Reduced · −1K sh | Q1 2026 | |
| 12 | Kingsview Wealth Management, LLC | 21K | $255K | ▲+0.7% Added · +133 sh | Q2 2026 | |
| 13 | Osaic Holdings, Inc. | 18K | $222K | ▲+84% Added · +8K sh | Q1 2026 | |
| 14 | Kovack Advisors, Inc. | 13K | $161K | —Held | Q2 2026 | |
| 15 | Susquehanna International Group, LLP | 13K | $155K | ▲New +13K sh | Q1 2026 | |
| 16 | SBI Securities Co., Ltd. | 12K | $147K | ▲+27% Added · +3K sh | Q2 2026 | |
| 17 | Rehmann Capital Advisory Group | 10K | $125K | —Held | Q2 2026 | |
| 18 | Founders Financial Alliance, LLC | 6K | $78K | ▲+0.7% Added · +41 sh | Q2 2026 | |
| 19 | Advisory Services Network, LLC | 5K | $61K | ▲New +5K sh | Q1 2026 | |
| 20 | Morgan Stanley | 5K | $55K | ▲+627% Added · +4K sh | Q1 2026 | |
| 21 | Harbour Investments, Inc. | 4K | $46K | —Held | Q1 2026 | |
| 22 | TD Waterhouse Canada Inc. | 906 | $11K | ▲+175% Added · +576 sh | Q2 2026 | |
| 23 | Realta Investment Advisors | 563 | $7K | ▲New +563 sh | Q2 2026 | |
| 24 | Allworth Financial LP | 31 | $375 | —Held | Q1 2026 | |
| 25 | Wells Fargo & Company | 1 | $7 | —Held | 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, 3 funds opened a new position in ALTY and 3 added to an existing one, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 9 funds | $1.0B |
| Apple IncAAPL | 9 funds | $725.3M |
| Vanguard S&P 500 ETFVOO | 9 funds | $695.9M |
| Invesco QQQ Trust Series 1QQQ | 9 funds | $615.3M |
| Ishares Core S&P 500 ETFIVV | 9 funds | $534.2M |
| SS SPDR S&P 500 ETF Trust-USSPY | 9 funds | $375.2M |
| Microsoft CorpMSFT | 9 funds | $374.2M |
| Amazon.com IncAMZN | 9 funds | $373.0M |
| Alphabet Inc-CL AGOOGL | 9 funds | $289.1M |
| Micron Technology IncMU | 9 funds | $211.0M |
| Tesla IncTSLA | 9 funds | $204.6M |
| Walmart IncWMT | 9 funds | $199.4M |
Ranked by how many of ALTY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ALTY.
No filings captured for this ticker in the live stream yet.
Connected entities for ALTY
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/ALTY/capital-change-brief"
Use Arkolith's capital_change_brief for ALTY. 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 ALTY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.