Among active 13F managers last quarter, 19 opened and 6 added, while 4 reduced; the largest holder to move was Tidemark, LLC (new position).
63 tracked 13F filers disclose a position in LALT as of the latest SEC 13F filings, a combined $109.0M 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 | Tidemark, LLC | 631K | $15.2M | ▲New +631K sh | Q2 2026 | |
| 2 | AssetMark, Inc | 562K | $13.5M | ▲New +562K sh | Q2 2026 | |
| 3 | Benjamin Edwards Inc | 547K | $13.1M | ▲New +547K sh | Q2 2026 | |
| 4 | Royal Bank Of Canada | 308K | $7.5M | ▲+57% Added · +112K sh | Q1 2026 | |
| 5 | Commonwealth Equity Services, LLC | 221K | $5.4M | ▲+2.6% Added · +6K sh | Q1 2026 | |
| 6 | Gateway Wealth Partners, LLC | 214K | $5.1M | ▲New +214K sh | Q2 2026 | |
| 7 | Hobart Private Capital, LLC | 187K | $4.5M | ▲+606% Added · +160K sh | Q2 2026 | |
| 8 | CreativeOne Wealth, LLC | 180K | $4.3M | ▲+3.1% Added · +5K sh | Q2 2026 | |
| 9 | New England Private Wealth Advisors LLC | 123K | $3.0M | ▲New +123K sh | Q2 2026 | |
| 10 | Envestnet Asset Management Inc | 113K | $2.7M | ▲+404% Added · +90K sh | Q1 2026 | |
| 11 | Holistic Financial Partners | 107K | $2.6M | ▼−70% Reduced · −247K sh | Q2 2026 | |
| 12 | Midwest Financial Group LLC | 104K | $2.5M | ▲New +104K sh | Q2 2026 | |
| 13 | Sanctuary Advisors, LLC | 102K | $2.5M | ▲+126% Added · +57K sh | Q2 2026 | |
| 14 | Evolution Wealth Management Inc. | 88K | $2.1M | ▲New +88K sh | Q2 2026 | |
| 15 | IFP Advisors, Inc | 87K | $2.1M | ▲New +87K sh | Q2 2026 | |
| 16 | Cetera Investment Advisers | 86K | $2.1M | ▲+13% Added · +10K sh | Q1 2026 | |
| 17 | Farther Finance Advisors, LLC | 76K | $1.9M | ▲+84% Added · +35K sh | Q1 2026 | |
| 18 | Atria Investments, Inc | 71K | $1.7M | ▲New +71K sh | Q2 2026 | |
| 19 | Osaic Holdings, Inc. | 69K | $1.7M | ▲+89% Added · +32K sh | Q1 2026 | |
| 20 | Van Diest Capital, LLC | 61K | $1.5M | ▲+1.3% Added · +777 sh | Q2 2026 | |
| 21 | Signature Equity Partners, LLC | 60K | $1.4M | ▲81× Added · +59K sh | Q2 2026 | |
| 22 | Envestnet Portfolio Solutions, Inc. | 58K | $1.4M | ▲New +58K sh | Q2 2026 | |
| 23 | OneDigital Investment Advisors LLC | 44K | $1.1M | ▼−5.6% Reduced · −3K sh | Q1 2026 | |
| 24 | NewEdge Advisors, LLC | 39K | $926K | ▲New +39K sh | Q2 2026 | |
| 25 | Marks Group Wealth Management, Inc | 30K | $721K | ▲New +30K 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, 19 funds opened a new position in LALT and 6 added to an existing one, while 4 reduced. 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 |
|---|---|---|
| Apple IncAAPL | 31 funds | $2.5B |
| Nvidia CorpNVDA | 31 funds | $2.0B |
| Microsoft CorpMSFT | 31 funds | $1.5B |
| Amazon.com IncAMZN | 31 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 31 funds | $1.1B |
| Broadcom IncAVGO | 31 funds | $858.9M |
| Alphabet Inc-CL CGOOG | 31 funds | $714.8M |
| JPMorgan Chase & CoJPM | 31 funds | $579.0M |
| Berkshire Hathaway Inc-CL BBRK/B | 31 funds | $419.2M |
| Johnson & JohnsonJNJ | 31 funds | $373.1M |
| Ishares Core S&P 500 ETFIVV | 30 funds | $1.8B |
| SS SPDR S&P 500 ETF Trust-USSPY | 30 funds | $1.0B |
Ranked by how many of LALT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LALT.
No filings captured for this ticker in the live stream yet.
Connected entities for LALT
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/LALT/capital-change-brief"
Use Arkolith's capital_change_brief for LALT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for LALT. Filings are public domain, sourced to SEC EDGAR.